Leads, estimates, tasks, memberships, and follow-up live in the CRM but nobody trusts the reports.
CRM optimization for home services
Your CRM should show where revenue is stuck before another lead gets paid for.
A CRM full of fields is not an operating system. GMHS cleans up pipeline stages, source attribution, tasks, memberships, dashboards, ServiceTitan workflows, and lead-form handoffs inside the client CRM around how the team actually works.
Find the revenue leaks before buying another lead.
Where the leaks show up
More leads will not fix a broken operating system.
Contractors and managers usually recognize the same leaks: reports that do not match booked revenue, follow-up that depends on memory, and CRM data the team does not trust.
Service source, campaign source, call source, and sales outcome are not tied together.
CRM automations create noise instead of helping the team act.
How GMHS works
The GMHS operating bench connects marketing, sales, operations, retention, and CRM.
GMHS audits the fields, stages, automations, dashboards, and management reports, then defines the implementation work needed to make the client CRM support the advisory workflow.
CRM field, stage, and source-attribution audit
ServiceTitan-certified workflow review and implementation gap list
Pipeline cleanup and task accountability map
Dashboard requirements for leadership, manager, marketing, sales, and retention views
Client CRM follow-up workflow and implementation plan
What you leave with
A practical action list, not a vague recommendation.
The Growth Diagnosis turns the first conversation into a concrete service-fit read and a 30-day operating priority list.
Revenue leak map
Where the business loses demand between calls, bookings, estimates, sold work, memberships, reviews, and reporting.
CRM and tracking read
What the client CRM can prove today, where source tracking loses accountability, and what the weekly management view needs to show.
Next best service path
Whether the first move should be CMO, COO, sales training, CRM optimization, retention, Google, website, or inside sales.
Operator proof behind the advice.
GMHS is built from operating work across HVAC contractor accounts, home-service inside sales, membership recovery, CRM workflow design, and revenue operations. The diagnosis turns that experience into a practical action path for your business.
Revenue under advisory across HVAC and home-service contractor accounts.
Portfolio management, ROI tracking, CRM workflows, collections, retention, and campaign accountability.HVAC contractor book of business supported across residential and light commercial markets.
Contractor channel, distribution, pricing, product availability, and field constraints.Inside-sales performance scaled from $2.2M in under nine months.
Sales SOPs, coaching, territory alignment, and accountability systems.Membership accounts saved through a recovery workflow.
$160K+ in revenue recaptured through retention accountability and follow-up.FAQ
Questions contractors ask before a Growth Diagnosis.
Why does ServiceTitan show activity but not booked revenue by source?
Most home-service CRMs only become useful when lead source, call source, booked job, estimate status, sold work, membership outcome, and follow-up role are tied together. The diagnosis finds where that chain is breaking.
Can you clean up our home-service CRM without starting over?
Usually, yes. GMHS starts with the system already in place, whether that is ServiceTitan, Housecall Pro, FieldEdge, Jobber, Service Fusion, or a custom setup, then identifies the fields, stages, dashboards, and follow-up workflows that need cleanup.
What CRM problems cost HVAC and plumbing contractors the most money?
The expensive leaks are usually missed calls that never get reworked, open estimates with no assigned follow-up, service agreements that expire quietly, weak campaign attribution, and dashboards that do not tell managers what to do next.
Do we need CRM optimization or a full fractional CMO or COO?
The Growth Diagnosis decides that. If the main issue is reporting, source tracking, stages, tasks, or ServiceTitan workflow cleanup, CRM optimization may be the right first project. If the leak is broader, GMHS may recommend fractional CMO, fractional COO, sales training, or retention support.
Growth diagnosis
Find the revenue leaks before buying another lead.
Submit the basics and the first conversation can focus on the revenue leaks, service-fit path, and CRM implementation work that matter most.
Book a Growth Diagnosis and leave with a clear next-step recommendation. CRM context helps scope ServiceTitan or current-system implementation needs. The first output is a practical 30-day action plan.