ServiceTitan Enterprise Membership Implementation

Project Timeline: September 2023 to Present

Powerhouse Consulting Group led an effort to standardize membership sales workflows across multiple partners of a Florida-based water treatment contractor, significantly boosting reporting accuracy and operational efficiency.

Client Challenges

The contractor aimed to standardize membership processes across its brand network, with one tenant chosen for the pilot implementation. The challenge was ensuring that the standardized process was not only adopted successfully at the lead tenant, but also set a scalable precedent for other brands within the client network.

PCG Solutions

Powerhouse developed and implemented a streamlined membership sales and update process using Standard Operating Procedures (SOPs) and Loom video guides. This approach was designed to ensure easy replication across the client’s tenants, maintaining uniformity and accuracy in membership management.

Our Approach

Designing for Scalability to Ensure Uniform Processes Across Brands

By establishing clear and concise SOPs complemented by Loom video tutorials, we ensured that the membership sales process standardized at the lead tenant could be easily scaled to other brands within the client’s network. This approach ensured uniformity in execution and simplified the adaptation process for future implementations.

Streamlining Operations for Rapid Adoption

Our streamlined membership workflow significantly reduced the complexity and training time needed for staff across the network. This efficient method facilitated quick adoption and minimized potential errors, making the transition smoother for all involved entities.

Precision in Membership Reporting

PCG’s workflows focused on consistency, which in turn produce the most accurate reports. The SOPs and Loom guides we implemented enabled flawless membership transactions. This was critical in generating precise and reliable membership data and reports, which are essential for the client to evaluate the success of the standardized processes.

Conclusion

The pilot established a solid foundation for scalable membership process standardization across the client’s brand network. By pairing detailed SOPs with accessible video training, Powerhouse ensured not only successful adoption at the pilot location but also created a blueprint that could be replicated with consistency and clarity. The result is a membership management system that reduces training time, minimizes errors, and delivers accurate reporting—key outcomes for any multi-brand operation aiming to grow with intention and cohesion.