▸ Home Improvement & Field Services

Turn More Leads Into Profitable Jobs and Predictable Cash Flow

Posio connects marketing, sales, estimating, production, collections, and finance so home-improvement companies can respond faster, close more work, protect job margins, and understand where their money is going.

The ProblemWhat owners tell us

The leads are there. The follow-through is not.

Marketing spend produces calls and forms, but response is slow, follow-up is inconsistent, quotes go unchased, and by the time the books close nobody can say which jobs actually made money.

/ 01

Slow Lead Response

The first company to respond usually wins the appointment.

/ 02

Inconsistent Follow-Up

Quotes and estimates go out and are never systematically chased.

/ 03

Weak CRM Adoption

The CRM exists, but the team works out of texts, notebooks, and memory.

/ 04

Unreliable Forecasting

Sales projections do not match production capacity or cash reality.

/ 05

Quoting & Change-Order Gaps

Pricing varies by rep, and change orders are captured late or not at all.

/ 06

Limited Job-Cost Visibility

Margins by job, crew, and service line are unclear until well after the work.

/ 07

Delayed Collections

Invoices go out late and receivables age quietly.

/ 08

Sales and Production Apart

Handoffs are informal, so promises and schedules drift.

What We ProvideLead-to-cash for the trades

One system from the first call to final payment

We combine fractional sales leadership with finance operations, so the same engagement fixes the pipeline and the profitability.

/ 01

Fractional Sales Leadership

A sales director's structure, coaching, and accountability without the full-time hire.

/ 02

CRM & Pipeline Management

A CRM your team will actually use, with defined stages and clean data.

/ 03

Lead Response & Appointment Setting

Fast, consistent first response and disciplined appointment booking.

/ 04

Sales Training

Consultative in-home and phone process training for the team you already have.

/ 05

Quoting & Estimating Workflows

Consistent pricing, faster proposals, and structured follow-up.

/ 06

Estimate-to-Cash Workflows

Clear handoffs from sold job to production to invoice to payment.

/ 07

Job-Cost & Margin Dashboards

Profitability by job, crew, service line, and location.

/ 08

Cash-Flow Forecasting

Know what is coming in, what is owed, and when pressure arrives.

/ 09

Bookkeeping, Payroll & Commissions

Clean monthly books, payroll coordination, and accurate commission tracking.

/ 10

Customer Communication Automation

Confirmations, reminders, status updates, and review requests handled automatically.

What ChangesOutcomes

Faster response. Better margins. Cash you can plan around.

The measurable result is accountability from the first lead through the final payment.

Faster Lead Response

Every inquiry reaches a person or a process within minutes, not days.

Higher Close Rates

Consistent appointment setting, presentation, and quote follow-up.

Better Job Profitability

Job-cost visibility that shows which work is worth selling more of.

Stronger Collections

Invoices out on time and receivables actively managed.

Improve My Lead-to-Cash System

Tell us how leads, quotes, jobs, and invoices move through your company today. A partner will review it and show you where the money is leaking.