
GROWTH STRATEGY & CONSULTING
GROWTH SYSTEMS CONSULTING
A lead in home services changes hands several times before it becomes revenue. Marketing passes it to the office, the office books an estimator, and the estimator hands a signed job to production. Each transfer can lose time, context or the customer entirely. We study those transitions in your business, time each one, and redesign them so a restoration emergency call or a roof replacement estimate keeps moving without anyone having to chase it from one desk to the next.
- Marketing and sales alignment
- Speed-to-lead and conversion audits
- Customer-journey mapping
- Revenue operations (RevOps) process design
- Automation opportunity mapping
New Lead
Contacted
Review Requested
Consultation Booked
Consultation Held
Proposal Sent
Won
The speed-to-lead and conversion audit works like mystery shopping. We place test calls during business hours, at lunch and after hours, submit web forms and booking requests, and send texts where you offer them. For each one we record the time to first response, what was said, and whether an inspection or estimate was offered. Real call recordings and CRM timestamps then show whether the test results match everyday performance.
Marketing and sales alignment starts with shared definitions: what counts as a qualified lead, how fast each type must be contacted, who owns it at each stage and when it goes back to nurture. Customer-journey mapping then lays out every step a homeowner takes, from searching for an electrician to paying the invoice, and marks the points where they wait, repeat themselves to a new person or hear nothing at all.
Revenue operations process design turns those findings into written rules: who calls a storm lead back and within what window, when an estimate gets a follow-up text, how a signed roofing contract triggers material ordering and scheduling. Automation opportunity mapping marks which of those steps software can handle reliably, such as missed-call text-back or estimate reminders, and which need a person, such as a sensitive insurance conversation with a restoration customer.
OUTCOMES

Growth stalls at the handoffs. Fixing them unlocks revenue from the leads you already have.
Buying more leads is the obvious lever, and usually the most expensive one. If some of your existing leads wait hours for a callback or never receive a second follow-up on an estimate, you are losing jobs you already paid to generate. Closing those gaps can lift results across every channel at once, without adding anything to your ad spend.
Process fixes also hold up better than campaign tweaks. A clear rule that every roofing estimate gets a follow-up call within two days keeps working no matter which channel produced the lead. It survives seasonal hiring, storm surges and the departure of your best estimator, because it lives in your CRM and written process rather than in one salesperson's memory.
Sorry we missed your call. How can we help today?
Water heater is leaking in the garage.
We can help. Pick a time that works for you:
PROCESS
Discover
We run the speed-to-lead audit, interview marketing, office and sales staff, pull CRM timestamps and call recordings, and agree with you on which handoffs are costing the most booked jobs.
Build
We write the revised processes, configure routing, alerts and follow-up in your CRM, build the automations identified in the mapping, and then retest with fresh test calls and form fills.
Optimize
Response times, booking rates and estimate close rates are tracked by source each month, spot-check tests are rerun, and the rules get refined wherever leads still stall between people or teams.
INDUSTRIES


Roofing Marketing

Electrician Marketing
KEEP EXPLORING
Marketing Operations
AI Strategy & Roadmapping
Digital Growth Strategy
All Growth Strategy & Consulting services
Packaged solution: Growth Systems Consulting is part of the Tavero Intelligent Growth Partnership, when you want it all connected.
See the Intelligent Growth Partnership
Results are published here as they are verified with our clients.
FAQ
They should not. Test contacts are spread out and look like ordinary inquiries, and we cancel any booked appointment so no crew is dispatched. You can tell your team an audit is coming or keep it quiet for a truer picture.
Revenue operations means running marketing, sales and follow-up as one process with shared data and clear ownership, instead of separate departments. For a home-services company, it comes down to response rules, CRM stages, follow-up timing and a weekly look at the same numbers.
Yes. With a small team, one busy day can push follow-up off the calendar entirely, so simple rules and automated reminders matter even more. The audit and process design scale down to the size of your operation and the tools you already use.
Some fixes, like routing or missed-call text-back, can shorten response times as soon as they go live. Changes in booked jobs and close rates take longer to read, since they depend on volume and sales cycle. We agree on checkpoints for judging progress.

Tell us about your goals and we'll recommend where to start.

