ServiceTitan and RingCentral

Project Timeline: October 2025-Present

During a marketing campaign review, PCG identified a critical risk that could have cost the client their business phone numbers—preventing permanent loss through proactive action and strategic follow-up.

Client Challenges

While reviewing campaign tracking numbers, the client casually mentioned canceling their RingCentral account—unaware that their business phone numbers were at risk of permanent deletion. Without a clear porting plan or new provider selected, they faced losing every number tied to marketing, operations, and customer communications.

PCG Solutions

Recognizing the urgency, PCG immediately guided the client to contact RingCentral, confirming the account was within 24 hours of number deletion. We supported the reactivation process and provided next steps for a smooth transition plan. This timely intervention safeguarded the client’s phone system, ensuring continued customer reach and business continuity.

Our Approach

Active Listening and Risk Recognition

Our consultant identified a critical issue during a routine discussion—not through data, but through attentive listening. This moment underscored PCG’s ability to spot risks beyond the scope of a single project, protecting the client’s long-term business health.

Immediate Action and Escalation

Within minutes of discovery, we shifted focus from marketing analysis to crisis prevention. By guiding the client to reactivate their RingCentral account immediately, we helped them avoid losing key phone numbers essential to customer service and sales tracking.

Ongoing Oversight and Communication

We maintained close follow-up with the client as they worked through reactivation and porting. By staying involved past the initial discovery, PCG ensured that the fix was not just immediate—but sustainable and aligned with future operational needs.

Conclusion

This project demonstrates PCG’s value as more than a ServiceTitan consulting partner—we are proactive business allies. By catching what could have been a devastating loss of phone numbers, we safeguarded vital communication channels and maintained campaign tracking integrity. With PCG’s vigilance and partnership, small discoveries often lead to big saves—and lasting client trust.