WHAT IS HAPPENING NOW
- Leads enter different systems
- Ownership is unclear
- Follow-up depends on memory
- Sales stages are inconsistent
- Reports require manual work
- Attribution stops at the lead
ROOTING FOR REVENUE GROWTH
RevOps systems built for home service companies.
We connect your lead sources, CRM, sales process, follow-up, and reporting so your team captures every opportunity and converts more leads into booked revenue.
Built for growing service businesses with multiple lead sources, salespeople, locations, or disconnected systems.
NEW LEADWebsite form capturedAssigned in 14 seconds
FOLLOW-UPTask completedCall + text logged
REVENUEJob bookedSource: Google Ads
CRM STRATEGYPROCESS DESIGNAUTOMATIONINTEGRATIONSREPORTING
DOES THIS SOUND FAMILIAR?
Good leads are getting lost between your tools and your team.
Growth adds channels, people, and software. Without one defined process, the cracks get wider.
01
Leads enter through calls, forms, chat, ads, referrals, and field reps—but they are not tracked consistently.
02
Every salesperson follows up differently.
03
Missed calls and abandoned forms disappear.
04
Estimates sit open without a clear follow-up process.
05
Customer information is spread across multiple systems.
06
Management cannot connect marketing sources to booked revenue.
These are not lead-generation problems. They are revenue-system problems.
FIX THE FOUNDATION
You do not need more software. You need your systems to work together.
Most growing home-service companies add tools one at a time. Each tool may work, but the full revenue process does not.
WHAT ROOTS BUILDS
- One documented lead process
- Clear assignment and ownership
- Automated follow-up and tasks
- Consistent lifecycle definitions
- Connected reporting
- Visibility from source to revenue
BEFORE ROOTS → AFTER ROOTS
One defined path from first touch to booked revenue.
Your process map becomes the blueprint for your CRM, automation, and reporting.
AdsWeb formsPhone callsChatReferralsField sales
1Captured
2Qualified
3Assigned
4Contacted
5Estimate
6Follow-up
7Booked
8Reactivated
SOLUTIONS
Organized around outcomes, not software licenses.
We work with your current systems whenever possible. We do not recommend replacing software simply to create a larger project.
Revenue System Strategy
We map how leads move through the business, identify gaps, define ownership, and design the future-state process before anything is built.
CRM Design & Implementation
We configure HubSpot, Zoho, or your existing CRM around the way your team actually sells and operates.
Lead Management & Automation
We build lead routing, task creation, missed-lead recovery, follow-up, reactivation, and handoff workflows.
Reporting & Attribution
We create dashboards for lead sources, response time, conversion, pipeline, team activity, booked revenue, and lost opportunities.
Ongoing RevOps Support
We maintain the system, improve adoption, adjust workflows, troubleshoot issues, and prioritize the next improvements.
WAYS TO WORK TOGETHER
A clear engagement for every stage.
Revenue Systems Assessment
For companies that know something is not working but do not know where to begin.
- Stakeholder interviews
- Current-system review
- Lead-flow map
- Gap analysis
- Prioritized build roadmap
Revenue System Build
For companies ready to redesign and implement a specific revenue process.
- CRM configuration
- Lifecycle definitions
- Routing and automation
- Integrations and dashboards
- Testing, training, and documentation
Fractional RevOps Support
For companies that need ongoing expertise without a full-time RevOps hire.
- Monthly optimization
- Reporting and adoption reviews
- Workflow maintenance
- System troubleshooting
- Strategic planning
THE ROOTS METHOD
We do not start by adding workflows.
We first determine how the revenue process should work.
- 1
Diagnose
Review the current sales process, lead sources, technology, data, and reporting.
- 2
Design
Map the future-state process and define exactly what will be built.
- 3
Build
Configure the CRM, integrations, automation, and dashboards.
- 4
Launch
Test the workflow, train the team, and document the process.
- 5
Improve
Measure adoption and performance, then strengthen the system over time.
CASE STUDY
MULTI-MARKET SERVICE PROVIDER
Building a unified inside-sales process across teams and systems.
The challenge
Lead sources and customer activity were spread across multiple systems. Teams needed clearer stages, ownership, follow-up, and reporting requirements.
What Roots did
- Mapped the complete acquisition process
- Defined lifecycle stages and lead statuses
- Documented sales handoffs and required CRM fields
- Evaluated phone-system and integration requirements
THE FOUNDATIONOne documented processClearer system requirementsBetter team alignmentReporting-ready structure
WHO ROOTS IS FOR
Built for growing home-service companies with real operational complexity.
Roots is a strong fit if you:
✓Receive leads from multiple sources
✓Have inside sales, customer service, or appointment-setting staff
✓Use a CRM but do not fully trust it
✓Have multiple locations, territories, or sales channels
✓Need better lead follow-up and management reporting
✓Have outgrown spreadsheets and manual processes
FIND THE GAPS IN YOUR REVENUE SYSTEM
Start with a 30-minute Revenue Systems Assessment.
We will review how leads enter your business, how they are assigned and followed up, and what your reporting currently shows.
✓ No obligation✓ No generic software demo✓ Practical recommendations✓ Clear next steps
WHAT HAPPENS NEXT
- 1
Tell us what is not working.Send a short note about your process and current systems.
- 2
We review your setup.We come prepared with focused questions for your business.
- 3
Meet for 30 minutes.You leave with a clearer view of the gaps and next steps.