The perfect hand-off: clicks to contracts with AI & CRM
Bridging the gap between lead generation and booked jobs through streamlined automation.
The race for the customer is on, and you cannot afford to drop the baton. While your marketing might generate leads, many field service teams fumble the hand-off, watching expensive opportunities fall through the cracks between the initial click and the final contract. If your process lacks a clear, automated finish line, you are essentially donating your ad budget to your competitors. In this session, we will break down how today’s most successful contractors connect digital marketing, AI, and CRM systems into one streamlined tech stack to ensure every lead counts.
In this webinar you’ll discover
- How to secure the relay: Sync Grow Nearby and Workiz so leads move from “Ad” to “Booked” without hitting the floor.
- Ways to win the speed race: Use AI-powered automation, smart lead routing, and CRM-driven follow-ups to eliminate dropped leads.
- How to stop the budget leak: Identify exactly where your current process is failing and plug the holes with automation.
- Strategies for real growth: Align your tools, teams, and data to create a response system that works in seconds, not hours.
Perfect for
- Owners of field service businesses looking to scale lead conversion.
- Operations managers tired of manual data entry and fumbled lead hand-offs.
- Marketing managers who want to stop wasting ad spend and prove ROI.
- Residential mid-market HVAC, plumbing, and electrical teams focused on growth.
The UK tech boom is creating one billion-pound company every week — and is gaining leadership status alongside Silicon Valley as one of the world’s top tech capitals.
In the first half of this year alone the UK’s tech sector saw the creation of 20 of these ‘unicorn’ companies — a feat that previously took 24 years to reach.
And for a young and talented person, now is the time to reap the benefits.
So for a graduate just starting out, or a more experienced candidate looking to make a career switch, how do you know what job is right for you?
And what if you have no technical experience?
Join industry experts from JoyTunes, Juno and Similarweb for a panel discussion on:
DAnnt
- Why you don’t need to be a techie to work in tech
- What tech companies are actually looking for when they hire new talent
- How to figure out what job is right for you — whether it's sales, marketing or analytics
Mandeep Bhalla is the visionary behind Grow Nearby, a distinguished digital marketing agency tailored for home services. With over a decade of unparalleled experience, Mandeep has pioneered transformative strategies that have propelled HVAC, plumbing, electrical, garage doors, pest control, and other home service businesses to stellar online success. A captivating speaker and the charismatic host of the “Born for the Trades – A Home Service Podcast,” Mandeep shares his wealth of knowledge to help businesses achieve unprecedented growth and distinction.
Strickland Tudor leads revenue strategy at Workiz, working closely with HVAC, plumbing, and electrical contractors to help them scale through stronger systems, better visibility into performance, and disciplined execution across sales and service operations.
The perfect hand-off: clicks to contracts with AI & CRM
Bridging the gap between lead generation and booked jobs through streamlined automation.
The race for the customer is on, and you cannot afford to drop the baton. While your marketing might generate leads, many field service teams fumble the hand-off, watching expensive opportunities fall through the cracks between the initial click and the final contract. If your process lacks a clear, automated finish line, you are essentially donating your ad budget to your competitors. In this session, we will break down how today’s most successful contractors connect digital marketing, AI, and CRM systems into one streamlined tech stack to ensure every lead counts.
In this webinar you’ll discover
- How to secure the relay: Sync Grow Nearby and Workiz so leads move from “Ad” to “Booked” without hitting the floor.
- Ways to win the speed race: Use AI-powered automation, smart lead routing, and CRM-driven follow-ups to eliminate dropped leads.
- How to stop the budget leak: Identify exactly where your current process is failing and plug the holes with automation.
- Strategies for real growth: Align your tools, teams, and data to create a response system that works in seconds, not hours.
Perfect for
- Owners of field service businesses looking to scale lead conversion.
- Operations managers tired of manual data entry and fumbled lead hand-offs.
- Marketing managers who want to stop wasting ad spend and prove ROI.
- Residential mid-market HVAC, plumbing, and electrical teams focused on growth.
The UK tech boom is creating one billion-pound company every week — and is gaining leadership status alongside Silicon Valley as one of the world’s top tech capitals.
In the first half of this year alone the UK’s tech sector saw the creation of 20 of these ‘unicorn’ companies — a feat that previously took 24 years to reach.
And for a young and talented person, now is the time to reap the benefits.
So for a graduate just starting out, or a more experienced candidate looking to make a career switch, how do you know what job is right for you?
And what if you have no technical experience?
Join industry experts from JoyTunes, Juno and Similarweb for a panel discussion on:
- Why you don’t need to be a techie to work in tech
- What tech companies are actually looking for when they hire new talent
- How to figure out what job is right for you — whether it's sales, marketing or analytics
Mandeep Bhalla
Mandeep Bhalla is the visionary behind Grow Nearby, a distinguished digital marketing agency tailored for home services. With over a decade of unparalleled experience, Mandeep has pioneered transformative strategies that have propelled HVAC, plumbing, electrical, garage doors, pest control, and other home service businesses to stellar online success. A captivating speaker and the charismatic host of the “Born for the Trades – A Home Service Podcast,” Mandeep shares his wealth of knowledge to help businesses achieve unprecedented growth and distinction.
Strickland Tudor
Strickland Tudor leads revenue strategy at Workiz, working closely with HVAC, plumbing, and electrical contractors to help them scale through stronger systems, better visibility into performance, and disciplined execution across sales and service operations.