Nov 12: A Practical AI Session for Blue Collar and Service Businesses. CLT Startup House · 6 to 8pm · Free
RSVP on LumaStrategy and implementation for service businesses
Whether you're ready to grow, need some of your time back, or just want a second set of eyes on your setup, we look at how the whole business runs and show you what will pay off most. When you're ready, we help put it in place.
Big-company experience, tested in the home services company we run.
Services
Learn alongside other owners, bring us in to train your team, or work with us on the whole business. Start wherever makes sense.
For owners and managers
Practical sessions for people from several businesses at once, starting with how to use AI in a service business. We can also run one for your trade association or peer group.
Next: Thursday, Nov 12 · 6 to 8pm · CLT Startup House, 1717 Cleveland Ave, Charlotte · Free · Co-hosted with Drew Burdick
For your team
A session for one company's managers, office staff or crews, held at your office or shop. We build it around the tools you already use and the work your team does every day, whether that's using AI, following up on leads or rolling out a new process.
Ask about team trainingFor the whole business
We start with a conversation, then spend two to four weeks looking at how the business runs. We present what we found and what we'd do first. If you want help putting it in place, we stay on through implementation and help your team adopt the changes.
How an engagement worksHow an engagement works
Some owners come to us because something feels off. Others are ready to grow, or just want a second opinion. Either way, the hard part is knowing which change will pay off first. So we look at how the whole business runs before we suggest anything. The answer might be a broken process, a job nobody clearly owns, a team that needs training, or work that AI or software can take over. We install whichever fix fits, not whichever tool is newest.
Tell us where the business is and where you want it to go. If we aren't the right fit, we'll say so.
Over two to four weeks we look at what you sell and to whom, interview the people who do the work, map the tasks that repeat each week, and time the hours.
We walk you through what we found: what to change, in what order, what each change costs and what it should return. The plan is yours whether or not you hire us for anything else.
If you want help, we put the plan in place with you. Process and role changes come first, then the systems: automations, AI agents or custom software, set up in your own accounts where possible. We train your team, stay with it until the changes hold, and maintain what we install.
Focus areas
We look at five parts of a service business. We've worked on every one of them in our own company first. The audit decides what comes first in yours.
Which services and customers to build around, how they're priced and packaged, and what each one earns.
Typical workPricing and service mix, margins by service, recurring plans and memberships, how brands fit together, adding or dropping a service
Creating enough of the right opportunities.
Typical workMarketing and lead tracking, referrals and repeat customers, buying and folding in another company
How calls and inquiries turn into well-priced, booked work.
Typical workLead response and follow-up, call handling, quoting and estimates, the sales process
How jobs are scheduled, staffed, paid, done and checked.
Typical workScheduling and routing, crew structure and pay, job checklists, quality and callbacks
The management, numbers and routines that hold it all together.
Typical workFinancial reporting and KPIs, roles and org charts, meeting rhythms, software and AI setup
Who owns what, how they're paid, and how they're trained.
How the work actually moves, step by step, and where it gets stuck.
The software and AI that support both, set up in your accounts with your team trained to use them.
Try our team app demoAI is one possible tool, not the default answer.
About
We've worked inside large organizations, in operations, transformation, finance and consulting, so we know how a business runs at scale.
We also built our own home services company from $500, fighting for every dollar along the way. We hired the crews, priced the jobs and took the angry calls ourselves. We ran it from day one the way we pictured it at day 1,000, and did the simple things over and over. Today it's five service brands, run day to day by our team while we oversee it.
Having lived both sides is what lets us help growing and established service businesses run better. A lot of our own company now runs on AI and software we built ourselves. That's where we've proven out a lot of what we recommend. When a client's problem is one we haven't faced ourselves, we use the same approach: find the real cause, pilot the fix with your team, and stay with it until it works.
Co-founder
Thomas spent his early career in operations and transformation at a large retail company, then left to build a business from scratch. He and Tyler built our home services company together. Today he leads strategy and builds many of the tools it runs on.
Full bio coming soon.
Co-founder
Tyler began his career in finance at one of the country's largest banks, then consulted at a top strategy firm focused on financial services. There he worked on management reporting, expense reduction, operational risk and large-scale transformation, including a cost and efficiency program that cut $5B from a $60B expense base.
Since leaving corporate, he and Thomas have built one home services company with five brands, some started and some acquired: holiday lighting (Merry & Bright), landscape lighting (Signature Outdoor Lighting), exterior cleaning (Soap and the City), paver and stone restoration (Paver Savers) and AAA Window Cleaning, a Charlotte company in business since 1996. With their day-to-day operations handed off, Tyler works at the ownership level on strategy, oversight and the systems the company runs on, and leads client work at Caboodle.
Book a conversation
A problem you can't pin down, a plan to grow, or a second look at how things are set up. The first conversation is free. If we can help, we'll suggest a next step. If not, we'll say so.
Or email tyler@caboodlehomesolutions.com.