Soul Shift Strategies

Soul Shift Strategies Hi I am Valerie Heck! I founded Soul Shift Strategies to provide transformation in ServiceTitan.

I specialize in guiding entrepreneurs, professionals, and leadership teams through the critical mindset and systems shifts needed to build scalable success. Soul Shift Strategies is a ServiceTitan consulting firm specializing in operational clarity, business transformation, and scalable growth for home service businesses. We help entrepreneurs and leadership teams optimize ServiceTitan systems, im

prove workflows, increase profitability, and build repeatable processes that support long-term success.

03/30/2026

Leads are coming in.
Technicians are running calls.
But somewhere between booking, dispatch, and closeout… money is leaking.

Missed calls.
Untrained CSRs.
No follow-up process.
Technicians not closing properly.
No visibility into what’s actually happening.

That’s where we come in.

We step into your business and bring structure to the chaos: • Call center scripting and training
• Dispatch and capacity optimization
• ServiceTitan buildout and reporting
• Lead follow-up systems that actually convert
• Technician accountability and call-by-call process

You don’t need another idea.
You need action driven results.

02/16/2026

Do you have a Technician Time Off Request Form Created with Automated Leadership Email Alerts? Find out How to create here:

Please reach out with any questions on ServiceTitan I am always happy to help!

01/20/2026

Do you struggle with implementing ServiceTitan? You are not alone.

Give me a shout today.

01/05/2026

If you are a business owner and are not actually present in the day to day.....

You are losing money.

Delegation doesnt mean you dont know what is going on.

If you arent following daily reporting KPIs and metrics you are on pace for failure

01/02/2026

Who here is sending a Marketing Pro “What to Expect” email immediately after a CSR books the job, and includes Club Membership brochure or benefit details as part of that follow up?

Yes, CSRs should be setting expectations verbally on every booking.
But strong operations do not stop at the phone call.

After the job is booked, customers should receive a follow up that:
Reconfirms what will happen next
Sets arrival, communication, and service expectations
Visually reinforces professionalism and trust
Reintroduces Club Membership benefits in a clear, non pushy way
This creates alignment between what was said on the call and what the customer experiences next. It reduces confusion, prevents day of surprises, and increases membership familiarity before the technician ever arrives.

Audible clarity on the phone.
Written and visual clarity in follow up.
Consistent experience every time.
And after the job runs complete- a Thank you email and a Happy Call...

(Dont even get me started on estimate follow up afterward too) MarketingPro makes this so much easier for us as well

I am curious who is already running this, what your timing looks like, and what you have seen improve because of it.

How are you helping your team improve?
12/30/2025

How are you helping your team improve?

are you priced right?
12/29/2025

are you priced right?

12/29/2025

The ServiceTitan Certified User program validates the earner's ability to operate and administer the tools and features across ServiceTitan, the most widely used business management software solution in the home and commercial service industries. In order to earn this certification, the learner, who...

12/29/2025

The ServiceTitan Certified User program validates the earner's ability to operate and administer the tools and features across ServiceTitan, the most widely used business management software solution in the home and commercial service industries. In order to earn this certification, the learner, who...

12/29/2025

The ServiceTitan Certified User program validates the earner's ability to operate and administer the tools and features across ServiceTitan, the most widely used business management software solution in the home and commercial service industries. In order to earn this certification, the learner, who...

Are your margins that strong? Or is your reporting lying? I just audited a real multi day job that showed -Reported cost...
12/29/2025

Are your margins that strong? Or is your reporting lying?

I just audited a real multi day job that showed -

Reported cost in the system: $0.00

Why?

Because the Pricebook had:

No material costs entered

Labor sold through a MISC item with zero sold hours

No labor burden applying

Materials treated as free because cost fields were blank

So the dashboard looked incredible.
Cash flow felt tight.
Capacity felt strained.
And leadership had no idea why or what is going on.

This is how companies convince themselves they are profitable while slowly bleeding margin.

If your materials have no cost in Pricebook, you do not have proper job costing.

Let's talk more about it together and Experience the Shift.

Wishing you a wonderful holiday season.
12/16/2025

Wishing you a wonderful holiday season.

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Fort Worth, TX

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