HVAC, Plumbing & Electrical
Home Services Sales Platform
Challenge
A regional trades business needed prospect tracking, structured outreach, and a sales pipeline — without hiring a full-time sales team or paying for enterprise CRM seats.
Solution
Built a custom sales platform with prospect enrichment, outreach session planning, and a lightweight CRM pipeline designed for how home service companies actually sell.
Outcomes
- Prospect database with research and enrichment workflows
- Outreach planning with session-based follow-up tracking
- Pipeline stages from lead to booked job — without enterprise CRM overhead