WHO WE ARE

Funnel Forward helps trades and home services business owners scale the right way—systems first, growth second.

After 13+ years operationalizing revenue functions in SaaS, our founder saw a gap: businesses that need operational systems most often have the least access to this expertise. That's why Funnel Forward exists.

WHO WE SERVE

HVAC, plumbing, electrical, painting, and home services contractors scaling between $750k–$10M. You're bringing in jobs and your team is skilled, but you're drowning in the business side.

Inconsistent sales processes. Poor follow-up. Unclear roles. Every decision runs through you. Growth feels like chaos, not progress.

Sound familiar?

WHAT WE DO

We operationalize your business so you can scale without breaking. We build the systems, processes, and clarity that let your company run without you:

→ Sales Operations: Clear, repeatable processes that convert consistently
→ Marketing Operations: Systems that generate and nurture leads predictably
→ Customer Service: Follow-up and retention systems that maximize value
→ Process & Role Clarity: Defined responsibilities, KPIs, and workflows
→ Tech & Automation: The right tools, configured correctly, to support growth

WHY IT MATTERS

You can't scale what isn't built.

Most trades businesses scale backwards—adding headcount first, chasing revenue first, moving fast first. Then they wonder why everything feels chaotic.

Scaling without systems doesn't create growth. It creates frustration for you, your team, and customers.

OUR APPROACH

We don't give you theory. We give you systems that work.

Plan. Prepare. Execute. Assess.

We build the operational foundation BEFORE you scale—so when you grow, it's exciting instead of exhausting.

Clear processes. Defined roles. Consistent execution. Systems that let you step back.

READY TO BUILD?

If you're ready to move from operator to owner, let's connect.

Let's build a business that scales—without the chaos.

Funnel Forward

Org chart

Teams

Offices

Funnel Forward

Org chart

Teams

Offices

Related companies