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

Explore Our Services

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.

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

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

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.

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

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

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

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

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
✅ 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

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.

The Forward Path & 5D Framework (website image) (2)

Discovery

We assess your current operations across every area of your business, identify where the gaps are, and build your operational roadmap.

Design

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

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

We document how your business runs. SOPs, role playbooks, and onboarding materials that capture your processes and make them trainable and repeatable.

Develop

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.

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

Explore Our Services

Your Trades Business Has Outgrown How It Runs. Let's Build the Fix Together.

Your Operations Are Costing You Growth. You Already Know It.

We Don't Advise and Leave. We Build It With You.

Aloft Group: Residential & Commercial Painting - Burlington, Ontario