📌 Project Overview

Completed a full Housecall Pro setup for a field service business, including importing and organizing their pricebook from Excel into a structured, easy-to-use system. The goal was to eliminate manual entry, improve speed, and streamline operations.

⚙️ What Was Done Full account setup and configuration Services and categories structuring Excel pricebook cleanup and formatting Import of pricing, descriptions, and SKUs Setup of estimates, invoices, and payments Automation for reminders and follow-ups 📊 Results Reduced manual work by 90% Faster quoting and scheduling Organized, searchable pricebook Smooth workflow from booking to payment 📩 Need Help?

I can set up and optimize your Housecall Pro system for efficiency and growth.

Project Overview

Set up a complete Jobber CRM system for a service business and implemented automated marketing campaigns to increase bookings and customer retention. The goal was to streamline operations and create consistent revenue through follow-ups and outreach.

⚙️ What Was Done Full Jobber account setup and configuration Services, pricing, and client management setup Scheduling, invoicing, and payment integration Email and postcard campaign setup Automated follow-ups and reminders Workflow optimization for lead-to-job conversion

📊 Results Increased repeat bookings and customer engagement Faster scheduling and invoicing process Consistent lead nurturing through automation Improved overall operational efficiency

📩 Need Help? I can set up your Jobber system and campaigns to drive more bookings and growth.

📌 Project Overview

Completed a full Zoho CRM setup for a growing business, customizing the system to manage leads, automate follow-ups, and streamline the sales process. The goal was to centralize data and improve conversion rates.

⚙️ What Was Done Full Zoho CRM account setup and customization Lead and deal pipeline configuration Custom fields, modules, and workflows setup Email integration and automation Task management and follow-up sequences Dashboard and reporting setup

📊 Results Improved lead tracking and organization Increased response speed and conversions Automated repetitive sales tasks Clear visibility into pipeline and performance

📩 Need Help?

I can set up and customize your Zoho CRM to fit your workflow and scale your business efficiently.

Project Overview

Set up and launched high-converting Facebook Ads campaigns for a service-based business to generate leads and increase bookings. The goal was to build a consistent and scalable customer acquisition system.

⚙️ What Was Done Facebook Business Manager and Ads account setup Audience research and targeting configuration Campaign structure (lead generation/conversion ads) Ad creatives and copy optimization Pixel setup and tracking configuration Budget setup and performance monitoring

📊 Results Increased qualified leads and inquiries Lower cost per lead through targeting optimization Improved ad performance and engagement Scalable system for consistent lead generation

📩 Need Results?

I can set up and optimize your Facebook Ads to attract high-quality leads and grow your business.

Project Overview

Set up and optimized Google Ads campaigns for a service-based business to generate high-intent leads and increase conversions. The goal was to capture customers actively searching for services and turn clicks into bookings.

⚙️ What Was Done Google Ads account setup and configuration Keyword research and targeting strategy Campaign structure (Search & Call Ads) Ad copy creation and optimization Conversion tracking setup (calls, forms) Budget management and bid optimization

📊 Results Increased qualified inbound leads Higher conversion rates from search traffic Reduced cost per lead through optimization Consistent flow of ready-to-buy customers

📩 Need Results?

I can set up and optimize your Google Ads to drive targeted traffic and grow your business.