Building Growth Step by Step
Funnel Forward partners with trades and home services businesses to design and implement scalable systems — in the right order.
Each phase has a clear purpose: uncover what's broken, design the fix, deploy the systems, empower your team, and continuously improve.
Explore how we help you move from where you are today to a business that runs predictably — and grows profitably.
Uncover What's Holding You Back
Before you can fix what's broken, you need to know where it's broken.
In the Discovery phase, we assess your current marketing, sales, and operations to identify gaps, inefficiencies, and missed opportunities. You'll walk away with a clear roadmap showing exactly what needs to change — and why.
What you get:
- Full assessment of your current systems and processes
- Gap analysis showing where leads are lost and revenue is leaking
- Prioritized recommendations for what to fix first
Best for: Every business starting the Operations Foundation Build. Discovery is where we diagnose your current state and create a roadmap—it's the essential first step before designing and building your systems.
Not ready for the full Foundation Build yet? Consider our Growth Ops Diagnostic to get quick clarity first.
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Blueprint Your Growth Systems
In the Design phase, we create a visual blueprint for your new systems — mapping out your team structure, customer journey, data strategy, tech stack, and what enablement your team will need. Everything is strategically designed and ready to be built.
What you get:
- Visual framework showing how marketing, sales, and operations will work together
- Clear plan for who's accountable for what across your team
- Tech stack blueprint showing how your tools will connect
- Roadmap for the processes, dashboards, and training resources you'll need
Best for: Every business completing the Operations Foundation Build. Design is required after Discovery—it's where we turn diagnostic findings into a clear, visual blueprint that makes implementation smooth and strategic.
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Build and Launch Your Systems
Great plans don't matter if they don't get implemented.
In the Deploy phase, we turn your blueprint into reality — configuring your tools, building automations, and setting up the infrastructure that makes everything run smoothly.
What you get:
- CRM and tools configured to support your processes
- Automations that eliminate manual work and reduce errors
- Dashboards and reporting to track what matters
Best for: Businesses ready to implement systems that eliminate chaos.
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Train Your Team and Launch With Confidence
New systems only work if your team knows how to use them.
In the Drive phase, document everything and support your launch so adoption is smooth and sustainable. No more systems that get built but never used.
What you get:
- Team training on new processes
- Documentation and playbooks your team can reference anytime
- Launch support to ensure smooth adoption
Best for: Businesses that want systems their team will actually use.
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Optimize and Scale Over Time
Ongoing Partnership for Continuous Growth
Once your foundation is built (or if you're already operationalized), the Develop phase becomes an ongoing fractional partnership.
This isn't a one-time project phase—it's a retainer-based relationship where we work with you month-over-month to refine, optimize, and scale your systems as your business grows.
What you get:
- Ongoing system optimization and refinement
- Monthly performance reviews and strategic guidance
- Embedded operational support as you scale
Best for: Businesses that have completed their foundation (Discovery → Design → Deploy → Drive) and want continuous improvement—OR businesses that are already operationalized and want to skip the Foundation Build entirely.
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