Automation & CRM for Trades & Home Services — The Practitioner’s Playbook.
A focused playbook for Trades & Home Services operators running Automation & CRM. Trade directories, Facebook ads and word-of-mouth are not a marketing system — and quote response times above 5 minutes lose the lead to competitors. Service-area pages and Google Business Profile authority are the cheapest wins in this vertical, and most operators leave them undone.
Automation & CRM for Trades & Home Services is its own discipline.
Six things this playbook covers, end to end.
Pipeline architecture with stages, criteria and owners
Tuned to trades & home services — the version we ship to operators in this vertical.
Workflow map (every trigger, condition, action)
Tuned to trades & home services — the version we ship to operators in this vertical.
Lead-routing matrix with sub-5-minute escalation
Tuned to trades & home services — the version we ship to operators in this vertical.
Live KPI dashboards refreshed nightly
Tuned to trades & home services — the version we ship to operators in this vertical.
Operations runbook for every recurring process
Tuned to trades & home services — the version we ship to operators in this vertical.
Quarterly forecast accuracy review
Tuned to trades & home services — the version we ship to operators in this vertical.
Get Automation & CRM for Trades & Home Services.
A focused, no-fluff playbook covering the audit, the deliverables, the success signals and the cadence we use when we run this combination for clients. Trades & Home Services-specific from the first page to the last.
No spam. One playbook, one follow-up email a week later asking what landed and what didn’t. Unsubscribe in one click.
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Open the playbook →Start your Automation & CRM for Trades & Home Services programme.
Thirty-minute discovery call, free, no commitment. We’ll send a tailored band before the call and a written proposal within two business days.