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.

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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 rhythym built into how your business runs week to week
✅ Exit-ready, owner-independent operations as the long-term outcome of every engagement

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

Three Ways to Work With Funnel Forward

Every engagement starts with a free consultation. 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

Learn About 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 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.

Custom pricing. Minimum 3-month commitment.

Learn About Fractional COO

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.

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.

Explore The Forward Path

Seven Operational Areas. One Sustainable Foundation.

The PROFITS framework covers every area of your business operations so nothing gets missed and everything connects.

Every Funnel Forward engagement is built across these seven areas. No isolated fixes that create new problems somewhere else. No gaps in the foundation.

Large, capitalized letters spelling the word profits

P - People

Roles, responsibilities, onboarding, and team structure built to scale.

R - Rhythm

The meeting cadences, accountability check-ins, and operational routines that keep the business moving week to week.

O - Order

The sequencing and logic of how work flows through your business, from first contact to final invoice, and who owns each step.

F - Forward

Strategic direction, goal clarity, and the north star that keeps your team focused and the business moving with purpose.

I - Intelligence

The data, reporting, and visibility that helps you make faster, better decisions.

T - Technology

Your tech stack, CRM, FSM, and integrations, built to reinforce your operations instead of fight them.

S - Skills

The training and documentation that builds a team capable of growing with the business. SOPs, training materials, onboarding plans, and the knowledge transfer that enables your team to execute consistently.

Explore Our Approach

Jeff and Joel, co-owners of Aloft Group Painting, needed someone to get into the work with them. Not advise from the outside. Here's what that looked like.

Outcomes:

Connected CRM built across the full tech stack. Mapped Aloft's end-to-end customer journey and operationalised it across GoHighLevel, Estimate Rocket, and CompanyCam. Their tools now reinforce the business instead of working against it.

Sales role documented from the ground up. Built a complete library of video and written SOPs in Whale, giving their sales function a repeatable playbook. Faster onboarding, consistent execution, no reliance on institutional memory.

Automation roadmap built around highest-value activities. Clarified where owner and team time actually moves the needle. Delivered a focused plan to automate low-value work and buy back hours each week.

"She got into the details of our customer journey and built that logic directly into our tools. Beyond the systems work, she helped us get clear on where our time genuinely creates value and handed us a real plan to automate the rest." — Jeff B., Co-Owner, Aloft Group

"For the first time, we have a real playbook; not just knowledge that lives in people's heads. The SOPs Brandi built make it easier to bring people up to speed and stay consistent from one project to the next." — Joel D., Co-Owner, Aloft Group

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 and help us maintain consistency across projects."

Marketing Specialist | SaaS

Paula A.

"Brandi built the operational backbone that turned our small marketing team into a well-oiled machine. The ClickUp system she designed meant we could execute 30+ webinars a year, publish weekly content, and launch 17 case studies without dropping the ball. We increased webinar registrants from 1,500 to 5,000 in one year; all while maintaining quality. The structure she created gave us clarity on what needed to happen and when, so we could focus on doing great work instead of figuring out what to do next."

Account Executive

Daniel G.

"Brandi didn’t just manage our small global sales team, she built the operational foundations that made our work easier. The discovery call templates, proposal frameworks, scripts, and CRM processes in HubSpot she created helped me have more effective conversations and kept my deals organized from first touch to close. The structure she introduced eliminated guesswork and gave me confidence in my day-to-day execution."

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.

No pitch deck. No pressure. Funnel Forward works with trades and home services businesses across Canada and the US. If you are running a lean team and ready to build operations that grow with you sustainably, we want to hear from you.