Home & Commercial Services
A two-decade-old services business with no formal marketing motion moved from customer attrition and declining revenue to active growth with recurring commercial maintenance contracts, giving buyers a cleaner business to diligence.
From Customer Attrition to Repeatable Pipeline
The Forge Method™ Applied
Mapped the value chain, named the workflow constraints, and chose the first builds tied to owner-visible KPIs.
Redesigned workflows, shipped AI-assisted controls with human review, and established KPI baselines from day one.
Tuned the cadence, trained the team, and expanded only after the first workflow was adopted and measured.
The measured outcomes follow.
The Results
Revenue direction shifted from decline to expansion
Commercial maintenance agreements created more predictable cash flow
Documented workflows improved buyer confidence for PE interest
A repeatable pipeline replaced ad hoc lead generation
What We Built
ClearForge builds the AI layer, workflow, dashboard, controls, and adoption rhythm together. The output is not a tool demo. It is a measurable way of running the work.
Turned search demand, service geography, reviews, and competitor gaps into a prioritized owner worklist.
The business moved from no formal demand capture to a measurable local pipeline.
Sequenced target accounts, service positioning, follow-up, and recurring maintenance offers.
Recurring contracts replaced one-off referral dependency.
Installed a weekly review of leads, quotes, follow-ups, reviews, and account expansion.
The owner could see where demand was coming from and what needed attention next.
Executive Dashboard
A simple operating view for the owner: where leads come from, which commercial accounts need follow-up, and how the recurring-contract motion is building.
Positive
Growth direction
Moved from erosion to active growth
Recurring
Revenue mix
Maintenance contracts added predictability
Higher
Buyer confidence
Documented workflows support acquisition readiness
Operating funnel from signal to action
Why This Mattered
Positioning, website, lead capture, CRM workflow, and follow-up were built as one owner-run cadence.
The workflow was designed for owner usability, not a complex enterprise stack.
They didn't just hand us a strategy deck. They built the workflow, trained the team, and stayed until the numbers moved.
Home & Commercial Services — ClearForge Client
Every engagement starts with understanding your business. Not a pitch.