---
title: Trades Business Operations Consultant | Funnel Forward
description: Funnel Forward helps HVAC, plumbing, electrical, and painting businesses build real operations. Hands-on, with you. Canada and the US. Book a free consult.
image: https://www.funnelforwardops.com/hubfs/Homepage%20webpage%20feature%20image%20(1200x630).png
---
[Skip to content](https://www.funnelforwardops.com#main-content)
[](https://www.FunnelForwardOps.com)
- [Services](https://www.funnelforwardops.com/start-here)
- [Diagnostic](https://www.funnelforwardops.com/growth-ops-diagnostic)
- [Foundation Build](https://www.funnelforwardops.com/foundation-build)
- [Fractional COO](https://www.funnelforwardops.com/fractional-partner)
- [Care Plans](https://www.funnelforwardops.com/care-plans)
- [A Client Story](https://www.funnelforwardops.com/client-stories)
- [Our Approach](https://www.funnelforwardops.com/the-forward-path)
- [The Forward Path](https://www.funnelforwardops.com/the-forward-path)
- [Discovery](https://www.funnelforwardops.com/foundation-build/discovery)
- [Design](https://www.funnelforwardops.com/foundation-build/design)
- [Deploy](https://www.funnelforwardops.com/foundation-build/deploy)
- [Drive](https://www.funnelforwardops.com/foundation-build/drive)
- [Develop](https://www.funnelforwardops.com/fractional-partner)
- [About](https://www.funnelforwardops.com/about)
- [Our Story](https://www.funnelforwardops.com/about)
- [Partners](https://www.funnelforwardops.com/partners)
- [Resources](https://www.funnelforwardops.com/resources)
- [Blog](https://www.funnelforwardops.com/blog)
- [CRM/FSM Software Guide](https://www.funnelforwardops.com/crm-fsm-guide-trades-business)
- [Ops Readiness Assessment](https://www.funnelforwardops.com/trades-operational-readiness-assessment)
- [Operations Partner Guide](https://www.funnelforwardops.com/how-to-choose-the-right-operations-partner-for-your-trades-business)
- [See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
# Your Trades Business Has **Outgrown How It Runs.** Let's Build the Fix Together.
Hands-on operations implementation for HVAC, plumbing, electrical, painting, landscaping, and roofing businesses across Canada and the US.
*Small Teams. Simple Systems. Sustainable Growth.*
[See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
[Explore Our Services](https://www.funnelforwardops.com/start-here?hsLang=en)
## Your Operations Are Costing You Growth. You Already Know It.
When a business outgrows its informal systems, the gaps show up everywhere. Leads go cold because no one owns follow-up. Processes live in the owner's head or one senior person's memory. New hires take too long to ramp because nothing is written down. Jobs get delayed because the office and the field are not in sync.
None of that is a people problem. It is an operations problem. And it gets harder to fix the longer it runs.
❌ Follow-ups fall through and warm leads go cold before anyone circles back
❌ Your best processes exist in your head or your top technician's, and that is a liability
❌ Your tools do not connect, so your team works around them instead of through them
❌ New hires take weeks to ramp because nothing is documented and repeatable
❌ Jobs get delayed because information between the office and the field breaks down
❌ You are still the bottleneck in decisions your team should be making without you
**This is where Funnel Forward comes in. Not to hand you a plan. To build the fix alongside you.**
%20(410%20x%20700%20px)%20(1).png "A pipe that is leaking")
## We Don't Advise and Leave. We Build It With You.
This isn't a coaching program. It isn't a group session or a generic framework. It's hands-on implementation work, built around how your specific business runs, done with you from start to finish.
Most consultants hand you a strategy and walk away. Group coaching programs give you frameworks and send you back to execute them yourself, while your lean team is already at capacity.
Funnel Forward works differently.
We work 1-on-1 with trades business owners to execute the operational work alongside you. We build your CRM, document your SOPs, create your onboarding materials, establish your accountability cadences, and connect your tech stack so everything works together.
You get working systems, not homework. And the operational capacity to sustain the growth you are building toward.
**What makes us different:**
✅ **Hands-on CRM setup, SOP documentation, and process implementation**
✅ **Onboarding materials** your new hires can follow from day one
✅ **Tech stack integration** so your tools connect and your team stops working around them
✅ **Operational rhythm** built into how your business runs week to week
✅ **Exit-ready, owner-independent operations** as the long-term outcome of every engagement
[Explore Our Services](https://www.funnelforwardops.com/start-here?hsLang=en)
.png "Before: disconnected systems. After: connected systems.")
## Aloft Group: Residential & Commercial Painting - Burlington, Ontario
*Jeff and Joel, co-owners of Aloft Group, partnered with Funnel Forward to bring structure, speed, and visibility to their painting business — as an embedded partner, not an outside advisor.*
Owner, Aloft Group
Jeff B.
"Brandi helped us map our end-to-end customer journey and then operationalize it directly in and across GoHighLevel, Estimate Rocket, and CompanyCam. Now our systems reinforce the way we want to run the business, instead of us constantly working around our tools. She also brought real clarity to where our time should be spent in order to drive revenue. We walked away with a focused view of the highest-value activities, plus a practical plan for what to automate so we can consistently buy back hours each week and reinvest that time into continued optimization and growth."
Owner, Aloft Group
Joel D.
"The video and written SOPs Brandi created for us in Whale have become the playbook for how we run sales and service. They make training easier, new hires ramp up faster, and help us maintain consistency across the customer journey and projects."
30 +
**Automated Workflows Built** — *streamlining lead follow-up, scheduling, and communication*
60 sec
**Reduced Speed-to-Lead** — *from multi-day delays to under 60 seconds*
20 +
**SOPs Documented **— *written and video, so processes run without relying on memory*
5 tools
**Tools Integrated Into One Workflow** — *website, CRM, Zapier, Estimate Rocket & CompanyCam, working as one connected system*
*See exactly how we did it — start to finish.*
[Read the Full Story](https://www.funnelforwardops.com/client-stories/aloft-group?hsLang=en)
## **Who You'll Work With**
You're not getting handed off to a junior associate or a rotating team. You're working directly with Brandi.
.png?width=400&height=400&name=Brandi%20Zoskey%20-%20Profile%20Pic%20-%20FF%20Landing%20Page%20(Book%20Consultation).png)
**High-performance habits, built under real pressure.** Brandi brings the discipline of a university athlete, team captain her senior year and rookie of the year as a freshman, to how she builds operational structure for business owners: steady, consistent, and built to hold up when things get busy.
**Strategic and hands-on.** 14 years on a SaaS leadership team, building annual plans, operationalizing revenue goals, and running the systems and team rhythms that made them stick.
**Proven at scale.** She helped grow that company all the way through to **acquisition**, building the operational backbone that made the growth possible.
[Meet Brandi](https://www.funnelforwardops.com/about?hsLang=en)
## Three Ways to Work With Funnel Forward
Every engagement starts with a free consultation to see if we're a fit. From there, we recommend the right starting point based on where your business is today.
### Growth Ops Diagnostic
***You stop guessing what's wrong and start working on what actually matters.***
You know something's off. The Diagnostic helps you figure out exactly what it is.
In a focused session, we dig into how your business currently runs, identify what's getting in the way of your growth, and give you a clear, prioritized starting point. No vague advice. No homework you have to figure out alone.
*100% of the fee credits toward any future Funnel Forward engagement.*
**Rapid:** $750 CAD | $560 USD
**Comprehensive:** $1,500 CAD | $1,125 USD
[Explore the Diagnostic](https://www.funnelforwardops.com/growth-ops-diagnostic?hsLang=en)
### Operations Foundation Build
***Your business stops running through you and starts running on documented, connected systems your team can follow without you at the centre of every decision.***
Hands-on implementation through The Forward Path. We assess your operations, blueprint what they should look like, build your CRM and tech integrations, and document the SOPs and onboarding plans your team needs to run without you in the middle of everything.
The Operations Foundation Build is a structured, four-phase engagement. Each phase builds on the one before it. We walk you through the full scope and investment range so you can make an informed decision before you begin. This is not a service to start without a plan to go the distance. The foundation only delivers its full value when it's maintained and built on over time. This is what makes the chaos go away.
[Explore the Foundation Build](https://www.funnelforwardops.com/foundation-build?hsLang=en)
### Fractional COO Partnership
***You stop being the ceiling on your own growth, with an embedded operational partner executing alongside you month over month.***
Ongoing operational execution and refinement as your business grows. Funnel Forward becomes your embedded operational partner, working inside your business to establish your operational rhythm, evolve your systems, and free you from being the operational centre of everything.
[Explore Fractional COO Partnership](https://www.funnelforwardops.com/fractional-partner?hsLang=en)
Not sure which path is right?
Start with a free consultation and we will tell you exactly where we would recommend beginning.
[See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
## Is Funnel Forward Right for Your Business?
Here is how to tell.
---
### Right Fit
✅ Trades and home services businesses: **HVAC, plumbing, electrical, painting, landscaping, roofing, bathroom and kitchen renovation contractors**, and related fields
✅ Owner-operators with **1 to 15 employees**
Revenue between **$750K and $5M+** (CAD or USD)
✅ Direct-to-customer businesses serving residential clients and light commercial work
✅ Businesses that use subcontractors **within a single trade or trade category**
✅ General contractors, renovators, and custom-build firms selling a bounded, repeatable project type (e.g. bathroom or kitchen remodels) directly to the customer
✅ Owners who are ready for hands-on implementation, not just strategic advice
✅ Businesses building toward an exit, ownership transition, or stepping back from day-to-day operations
✅ Businesses in Canada or the United States
### Not the Right Fit
❌ **Procurement-driven general contractors** who subcontract out all trade work
❌ **True custom-home-builders** running long, high-sophistication sales cycles
❌ **Heavy commercial, industrial, or institutional** contractors
❌ **Product-based suppliers** (windows, doors, building materials)
❌ Businesses looking for group coaching programs or a consultant to deliver a report and walk away
---
Not sure where you fall?
Book a free consult and we will tell you honestly whether Funnel Forward is the right fit.
[See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
## One Framework. Five Stages. Built Around Your Business.
**The Forward Path** is how Funnel Forward executes operational implementation, from first assessment to ongoing growth.
We assess where your business is today and recommend the right entry point based on your operational maturity. Then **we get to work alongside you to make the changes happen.** Every phase builds directly on the one before it.
%20(2).png?width=1874&height=599&name=The%20Forward%20Path%20%26%205D%20Framework%20(website%20image)%20(2).png)
##### [Discovery](https://www.funnelforwardops.com#collapse1-widget_1779387997733)
We **assess your current operations** across every area of your business, identify where the gaps are, and build your operational roadmap.
##### [Design](https://www.funnelforwardops.com#collapse2-widget_1779387997733)
We **blueprint what your operations should look** like before we build anything. That covers your team structure and org chart, customer journey mapping and process ownership, KPIs and reporting framework, CRM and tech blueprint, documentation priorities, and the meeting cadence and accountability structure your business needs to run consistently.
##### [Deploy](https://www.funnelforwardops.com#collapse3-widget_1779387997733)
We build what was blueprinted in Design: **CRM and field service management (FSM) setup**, tech integrations, and connecting your tools so they work together.
##### [Drive](https://www.funnelforwardops.com#collapse4-widget_1779387997733)
We document how your business runs. **SOPs, role playbooks, and onboarding materials** that capture your processes and make them trainable and repeatable.
##### [Develop](https://www.funnelforwardops.com#collapse5-widget_1779387997733)
**Ongoing operational execution and refinement**, for owners who are ready to maintain and build on the foundation over time. Month over month, we work alongside you to refine and optimize across every operational area: team structure, processes, reporting, technology, documentation, and your business operating rhythm.
Every phase works across seven operational areas, covered by our *PROFITS* framework: *People, Rhythm, Order, Forward, Intelligence, Technology, and Skills*. [Learn how it all fits together.](https://www.funnelforwardops.com/the-forward-path?hsLang=en)
[See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
# Ready to Build Operations That Scale Without You?
**Start with a free consultation.** An honest conversation about your business and where operational improvements would move the needle.
We work with a **limited number** of trades businesses at a time to keep our engagements hands-on.
[See If We're a Fit](https://www.funnelforwardops.com/book-consultation?hsLang=en)
[Explore Our Services](https://www.funnelforwardops.com/start-here?hsLang=en)
[](https://www.FunnelForwardOps.com)
**Hands-On Operational Partner for Trades & Home Services**
We don't coach. We don't consult from the sidelines. We execute alongside you by building the systems, SOPs, and structure your business runs on, so it doesn't depend on you for everything to work.
📍 Based in Hamilton, Ontario, Canada | Serving North America[mailto:Hello@FunnelForwardOps.com](mailto:Hello@FunnelForwardOps.com)
[Get in Touch](https://www.funnelforwardops.com/contact?hsLang=en)
Hello \[at\] FunnelForwardOps \[dot\] com[mailto:Hello@FunnelForwardOps.com](mailto:Hello@FunnelForwardOps.com)
*(No solicitations, please - for project inquiries only)*
[Follow us on LinkedIn](https://www.linkedin.com/company/funnelforward) [Follow us on Facebook](https://www.facebook.com/FunnelForward/) [Follow us on Instagram](https://www.instagram.com/funnelforwardops/) [Subscribe to YouTube channel](https://www.youtube.com/@FunnelForward)
#### Services
- [Diagnostic](https://www.funnelforwardops.com/growth-ops-diagnostic)
- [Foundation Build](https://www.funnelforwardops.com/foundation-build)
- [Fractional COO](https://www.funnelforwardops.com/fractional-partner)
- [Care Plans](https://www.funnelforwardops.com/care-plans)
- [See If We're a Fit](https://www.funnelforwardops.com/book-consultation)
#### Our Approach
- [The Forward Path](https://www.funnelforwardops.com/the-forward-path)
- [Discovery](https://www.funnelforwardops.com/foundation-build/discovery)
- [Design](https://www.funnelforwardops.com/foundation-build/design)
- [Deploy](https://www.funnelforwardops.com/foundation-build/deploy)
- [Drive](https://www.funnelforwardops.com/foundation-build/drive)
- [Develop](https://www.funnelforwardops.com/fractional-partner)
### Built to Scale™ - Blog
- [© 2026 Funnel Forward | All Rights Reserved. | Privacy Policy](https://www.funnelforwardops.com/privacy-policy)
```json
{
"@context" : "https://schema.org",
"@type" : "VideoObject",
"contentUrl" : "https://www.youtube.com/watch?v=Ssv_TU-q6Ig",
"description" : "Brandi Zoskey, Founder of Funnel Forward, walks through the three ways trades and home services business owners begin working with Funnel Forward, and how to find the right starting point for where your business is today.",
"duration" : "PT1M17S",
"embedUrl" : "https://www.youtube.com/embed/Ssv_TU-q6Ig",
"name" : "3 Paths to Systemize Your Trades Business | Funnel Forward",
"thumbnailUrl" : "https://i.ytimg.com/vi/Ssv_TU-q6Ig/maxresdefault.jpg",
"uploadDate" : "2026-05-27T00:00:00+00:00",
"url" : "https://www.funnelforwardops.com/"
}
```