Fractional CTO & AI Implementation for Home Services
Don’t Let Your Home Service Business Get Left Behind by AI.
We help home service companies fix revenue leaks, connect disconnected systems, and implement practical AI that increases profit—not complexity. Founder-led, built from inside the trades.
Free · 30 minutes · No pitch
Multiple
7-Figure Businesses Built
Thousands
Of Jobs Managed
Millions
In Revenue Overseen
Real
Home Service Operating Experience
Revenue leak command center
Built for growing home service companies.
We fix the operational failures that silently drain profit before you ever see them on a P&L.
Missed Calls & Slow Response
of leads go cold
Disconnected Field & Office
avg. tools per company
Slow Estimates & Proposals
slower than top performers
No Follow-Up or Reactivation
of quotes never followed
Founder-Led Consulting
Why Listen to Me?
I didn’t come from Silicon Valley. I came from the home service industry.
I’ve built multiple million-dollar home service businesses, hired technicians, managed office teams, invested heavily in marketing, dealt with scheduling problems, missed calls, disconnected software, broken follow-up processes, hiring challenges, callbacks, and the daily pressure of operating a growing service company.
I’ve implemented CRMs, built dashboards, automated workflows, tested AI systems, managed technology vendors, and made expensive mistakes along the way.
Trade Systems Group was created to help other home service founders avoid those mistakes and build businesses that are more profitable, predictable, and easier to operate.
Multiple
7-Figure Businesses Built
Millions
In Revenue Managed
Thousands
Of Jobs Completed
Real
Operator Experience
The Revenue Leak
Your Business Is Probably Leaking Revenue Every Day.
Most contractors think they have a lead problem. They usually have a systems problem.
- 01
Leads Generated
Possible leaks
- Poor lead attribution
- Duplicate leads
- Bad source tracking
- No campaign visibility
- 02
Calls Answered
Possible leaks
- Missed calls
- Slow response
- After-hours leads ignored
- No missed-call text back
- 03
Appointments Booked
Possible leaks
- Weak phone scripts
- No qualification
- Poor scheduling
- No confirmation workflow
- 04
Appointments Completed
Possible leaks
- No-shows
- Cancellations
- Weak reminders
- Poor route planning
- 05
Estimates Sent
Possible leaks
- Slow estimate delivery
- Inconsistent proposals
- No financing presented
- Poor customer communication
- 06
Jobs Sold
Possible leaks
- No follow-up
- Weak sales process
- No objection tracking
- No call review
- 07
Payments Collected
Possible leaks
- Delayed invoices
- Manual collections
- Poor payment options
- No aging visibility
- 08
Reviews and Referrals
Possible leaks
- No automated requests
- No referral process
- No reactivation campaign
- No customer database strategy
Stage 01
Leads Generated
- Poor lead attribution
- Duplicate leads
- Bad source tracking
- No campaign visibility
Stage 02
Calls Answered
- Missed calls
- Slow response
- After-hours leads ignored
- No missed-call text back
Stage 03
Appointments Booked
- Weak phone scripts
- No qualification
- Poor scheduling
- No confirmation workflow
Stage 04
Appointments Completed
- No-shows
- Cancellations
- Weak reminders
- Poor route planning
Stage 05
Estimates Sent
- Slow estimate delivery
- Inconsistent proposals
- No financing presented
- Poor customer communication
Stage 06
Jobs Sold
- No follow-up
- Weak sales process
- No objection tracking
- No call review
Stage 07
Payments Collected
- Delayed invoices
- Manual collections
- Poor payment options
- No aging visibility
Stage 08
Reviews and Referrals
- No automated requests
- No referral process
- No reactivation campaign
- No customer database strategy
The leads you already have may be worth more than the leads you keep buying.
The Entry Offer
Start With a Revenue Leak Audit.
We review your technology, marketing funnel, sales process, CRM, communication workflows, reporting, and operational systems to identify exactly where your business is losing time, leads, jobs, and profit.
Technology Stack Review
Review current software, subscriptions, integrations, overlap, and underused tools.
Funnel and CRM Audit
Analyze lead response, booking, sales follow-up, pipeline stages, attribution, and reporting.
AI Opportunity Assessment
Identify high-impact areas where AI and automation can save time, improve response, and increase conversion.
90-Day Technology Roadmap
Deliver a prioritized plan with quick wins, recommended systems, estimated impact, implementation order, and ROI opportunities.
You Receive
- Full systems assessment
- Revenue leak map
- Technology recommendations
- Automation opportunities
- 90-day action plan
- Executive review call
- Estimated ROI by initiative
What We Do
We Become Your Technology Department.
Fractional CTO
Technology leadership without hiring a full-time executive.
- Technology strategy
- Quarterly roadmap
- Leadership meetings
- Vendor selection
- Vendor management
- Technology budgeting
- Software evaluation
- Data and reporting strategy
- Implementation oversight
AI and Automation
Practical AI designed for real home service operations.
- AI phone answering
- Missed-call text back
- Lead follow-up
- Estimate follow-up
- Call transcription
- Call scoring
- Appointment reminders
- Review requests
- Customer reactivation
- Internal knowledge assistants
- Technician support tools
- Office workflow automation
Systems Integration
Connect the platforms your business already depends on.
- CRM optimization
- Phone integration
- Marketing attribution
- Accounting connections
- Scheduling workflows
- Financing workflows
- Executive dashboards
- Data cleanup
- Custom reporting
- Zapier and API integrations
- Custom internal tools
Our Process
A Clear Path to a More Profitable Business.
- 01
Assess
Review the current technology stack, funnel, workflows, reporting, and team pain points.
- 02
Prioritize
Identify the highest-impact opportunities and build a practical 90-day roadmap.
- 03
Implement
Configure, integrate, automate, test, document, and train the team.
- 04
Optimize
Monitor results, improve workflows, review KPIs, and continue rolling out technology improvements.
Real Systems. Measurable Impact.
Impact That Shows Up in Your Numbers.
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Faster Lead Response
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Higher Booking Rate
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Higher Show Rate
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Improved Close Rate
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Fewer Admin Hours
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Lower Software Waste
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More Accurate Reporting
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More Revenue From Existing Leads
Results vary based on business size, current systems, lead volume, team adoption, and implementation scope. Metrics shown are editable examples, not guaranteed outcomes.
Reserved
Before & After Dashboards
Space for side-by-side reporting screenshots once client approval is in place.
Reserved
Video Testimonials
Slot for owner-recorded testimonials and founder quotes from completed engagements.
Automated workflow screenshotsCase Studies
From Operational Chaos to a Business That Runs on Systems.
The engagements below are editable placeholders that show the shape of our work. No real client names or verified results are published without written approval.
HVAC Company
90 days$4M–$6M annual revenue
The problem
Missed calls after hours, no attribution on paid campaigns, and a CRM the office worked around instead of inside.
Systems implemented
- Missed-call text back
- Call tracking and attribution
- CRM pipeline rebuild
- Owner KPI dashboard
Business result
Placeholder result: faster lead response and clearer visibility into which marketing sources produced booked revenue.
Placeholder testimonial. Replace with a real client quote once approved for publication.
Plumbing Company
60 days$1M–$3M annual revenue
The problem
Estimates were sent late and never followed up, and unsold work was never revisited.
Systems implemented
- Estimate follow-up automation
- Unsold estimate reactivation
- Financing presentation workflow
- Sales stage reporting
Business result
Placeholder result: more consistent estimate follow-up and a repeatable process for revisiting unsold work.
Placeholder testimonial. Replace with a real client quote once approved.
Remodeling Company
120 days$8M–$12M annual revenue
The problem
Four disconnected platforms, duplicate data entry in the office, and no single source of truth for leadership.
Systems implemented
- API and Zapier integrations
- Accounting connection
- Data cleanup
- Executive dashboard
Business result
Placeholder result: less duplicate entry for office staff and one leadership view of performance.
Placeholder testimonial. Replace with a real client quote once approved.
Client Feedback
What Owners Say After the Systems Are In.
Illustrative feedback from home service operators. Company names and quotes are editable placeholders until client testimonials are approved for publication.
HVAC · Denver, CO
We thought we needed more leads. What we actually had was a phone problem after 5pm. Missed-call text back and a rebuilt CRM pipeline changed how much of our existing demand we actually captured.
Plumbing · Tampa, FL
Estimates used to sit for a week and then get forgotten. Now follow-up runs on its own and nobody in the office has to remember anything. That alone paid for the engagement.
Electrical · Columbus, OH
For the first time I can see which marketing sources produce sold jobs instead of just phone calls. We moved budget accordingly and stopped guessing.
Technology Examples
What Better Systems Can Look Like.
Open any example to see the business impact behind it.
Who We Work With
Built for Home Service Companies Ready to Scale.
Ideal clients
- Approximately $1 million to $30 million in annual revenue
- Established office staff
- Multiple technicians or crews
- Consistent lead volume
- Using a CRM but not maximizing it
- Experiencing operational complexity
- Interested in AI but unsure what to implement
- Looking for measurable ROI
- Willing to improve processes and train the team
This may not be a fit for
- Brand-new companies with no lead volume
- Companies looking only for cheap software setup
- Owners unwilling to change processes
- Businesses seeking generic IT support
- Anyone expecting AI to fix a broken business overnight
About Trade Systems Group
Technology Advice From People Who Understand the Trades.
Trade Systems Group exists because home service businesses are being sold more software, more leads, and more complexity without anyone taking responsibility for how everything works together.
We combine real operating experience with technology strategy, AI implementation, automation, integration, and executive-level guidance.
Our goal is simple: help home service founders build businesses that are more efficient, more visible, more profitable, and less dependent on the owner.
Our values
- Practical Over Trendy
- Profit Over Complexity
- Systems Over Heroics
- Execution Over Advice
- Operator Experience Over Theory
- Measurable Results Over Vanity Metrics
Questions
Straight Answers.
Your Competitors Are Already Getting More Efficient.
The question is not whether AI and automation will change home service businesses. The question is whether you will lead the change or spend the next several years catching up.
No generic sales pitch. No unnecessary software. Just a clear look at where your systems are costing you money and what to fix first.
- Founder-Led
- Built for Home Services
- Practical 90-Day Roadmap