The Tradestream Transformation Trajectory
Our process helps skilled trades professionals build better businesses through careful assessment, smart planning, and hands-on implementation.
Discovery & Assessment
Understanding Your Business Inside and Out
Activities
- Operational assessment aligned with your ownership goals
- Complete technology stack audit and optimization opportunities
- Process documentation and workflow analysis
- Team assessment considering succession or integration needs
- KPI baselines for sustainable growth or value maximization
Deliverables
- Detailed operational assessment report
- Technology optimization roadmap
- Priority initiative identification
- Implementation timeline and resource requirements
Design & Planning
Building Your Success Blueprint
Activities
- Optimized workflow design and process architecture
- Technology configuration and integration planning
- Performance measurement and KPI framework design
- Adoption strategy respecting family consensus or PE timelines
- Change management and communication planning
Deliverables
- Complete process documentation and SOPs
- Technology configuration blueprint
- KPI framework and scoreboard design
- Training curriculum and adoption strategy
- Detailed implementation roadmap
Implementation & Training
Making It Real With Your Team
Key Activities
- Live ServiceTitan rebuilds and optimization
- Team training and skill development
- Process rollout and adoption monitoring
- Performance measurement and adjustment
- Leadership coaching and development
Deliverables
- Optimized ServiceTitan platform
- Trained and confident team members
- Fully implemented processes and workflows
- Active KPI tracking and reporting
- Documented procedures and playbooks
Optimization & Support
Continuous Improvement Together
Activities
- Quarterly system reviews and optimization
- Performance monitoring and reporting
- Strategic guidance and growth planning
- Technology updates and platform evolution
- Leadership development for family succession or buyer transition
Support Options
- Monthly performance reviews
- Quarterly strategic planning sessions
- Annual comprehensive system audits
- Priority support during business hours
- Ongoing team training and development
Why Our Process Works
Process
Our methodology has helped hundreds of tradespeople achieve real results with minimal disruption to daily operations.
Platform Expertise
As a ServiceTitan Certified Provider, we maximize your technology investment while supporting other platforms too.
Right-Sized Solutions
From single-location family businesses to multi-branch operations, we scale our approach to fit your needs.
Real Results
Clear metrics and regular check-ins ensure you see tangible improvements from day one.
Ready to get started?
Join the hundreds of service trades specialists who've built better businesses through our proven process.