In this episode of The TradeMarke Podcast, hosts Sarah Ghirardo and Eric Thomas sit down with the brilliant duo behind Titan Advisor Gurus – Jess Kralemann and Kim Rahn – to dive deep into the hidden power (and common pitfalls) of ServiceTitan.
Jess, the marketing systems expert, and Kim, the operations and accounting wizard, share their insider tips on how contractors can unlock the full potential of ServiceTitan. From Marketing Pro setup, SMS automation, and underused tools like postcards, to the complexities of membership billing, data cleanup, and price book overload, this conversation covers it all.
If you're struggling with unsold estimates, buried campaign numbers, or accounts flooded with duplicate customer records, Jess and Kim break down how to streamline your processes, organize your CRM, and finally start seeing ROI from your ServiceTitan investment.
You’ll also hear:
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Why most contractors fail to fully implement Marketing Pro
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The real cost of poor accounting setup
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How data hygiene is just as important as personal hygiene
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Why onboarding the right way saves you time and money later
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And how to start winning with automation – one button at a time
Whether you're just onboarding with ServiceTitan or looking to optimize your current setup, this episode is packed with practical advice you can take action on today.
🎧 Tune in, laugh a little (yes, even about taxes), and walk away with the clarity you need to level up your business operations.
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