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: Businesses that know something's off but aren't sure what to fix 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: Businesses ready to stop winging it and see exactly what their growth foundation should look like.
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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
Growth never stops — and neither should your systems.
In the Develop phase, we work with you ongoing to refine what's working, fix what's not, and scale your systems as your business grows. Think of it as having an operations partner in your corner.
What you get:
- Ongoing system optimization and refinement
- Monthly performance reviews and recommendations
- Strategic guidance as you scale
Best for: Businesses committed to continuous improvement and long-term growth.
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