Titan Advising Gurus

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We made this diamond by diamond for one of our longest-standing clients, and it was such a fun project to create. 💜At TA...
10/19/2026

We made this diamond by diamond for one of our longest-standing clients, and it was such a fun project to create. 💜

At TAG, we want you to be dazzled, and this felt like the perfect way to bring that to life for a client who means so much to us. We are so grateful for the relationships we have built and for the trust our clients continue to place in us.

These take hours to make, but we have more in the works and cannot wait to share them as we go. Our hope is to keep sending these out to clients little by little as a small way to show our appreciation.

A little sparkle, a lot of love, and one more reason we love what we do. ✨

Your customer experience starts long before the technician knocks on the door. 💜It starts with how the call is booked, h...
10/09/2026

Your customer experience starts long before the technician knocks on the door. 💜

It starts with how the call is booked, how the job is scheduled, what notifications go out, what information your team can see, and whether everyone is following the same process.

When your systems work together, your team spends less time fixing problems behind the scenes—and more time taking care of the customer.

Better systems. Smoother days. Happier customers. 🙌

Is your pricebook helping your team—or just existing? A well-built pricebook impacts a lot more than what your technicia...
10/08/2026

Is your pricebook helping your team—or just existing?

A well-built pricebook impacts a lot more than what your technicians see in the field. Pricing, sold hours, memberships, materials, reporting, proposals...it all starts with the setup.

Katie can take a fresh look at yours and help identify what’s working, what could be cleaned up, and where there may be opportunities to make it easier for your team to use.

No judgment. No need for it to be perfect first. That’s kind of the point. 😂💜

Ready for a fresh set of eyes? Let’s audit that pricebook!

Your reports are only as good as the information going into them. 📊Wrong campaigns, inconsistent job types, messy busine...
10/07/2026

Your reports are only as good as the information going into them. 📊

Wrong campaigns, inconsistent job types, messy business units, missing timesheets, incorrect invoice items—it all adds up.

Before questioning the report, take a look at the data feeding it.

Better data = numbers you can actually trust. 💜

You can build the perfect follow-up workflow…but if it’s too complicated for your team to actually use, it won’t matter....
10/06/2026

You can build the perfect follow-up workflow…but if it’s too complicated for your team to actually use, it won’t matter.

Keep it simple. Make ownership clear. Automate what you can. And make sure everyone knows what happens next.

A simple process that gets done every time beats a “perfect” process that gets ignored. 💜

10/06/2026

Ever wonder what the TAG gals do when they are not consulting? Attempt at making marketing content and friend time activities.

Your ServiceTitan account has a lot of moving pieces. Are they all working together? A Full Account Audit gives you a fr...
10/05/2026

Your ServiceTitan account has a lot of moving pieces. Are they all working together?

A Full Account Audit gives you a fresh set of eyes on your setup—from pricebook and reporting to marketing, memberships, accounting, workflows, and more.

We’ll show you what’s working, what needs attention, and where there’s room to improve.

And the best part? There’s no cost. 💜

Schedule your complimentary Full Account Audit with TAG!

A full board doesn’t always mean a good board.Your dispatch board should help your team make better decisions throughout...
10/04/2026

A full board doesn’t always mean a good board.

Your dispatch board should help your team make better decisions throughout the day.

Who gets which call? What jobs take priority? Where are your best opportunities? Are you leaving room for the calls you actually want?

Build your dispatch strategy intentionally, then make ServiceTitan support it. 💜

Your technicians shouldn’t have to build the presentation while they’re sitting in front of the customer.Clear services,...
10/04/2026

Your technicians shouldn’t have to build the presentation while they’re sitting in front of the customer.

Clear services, strong descriptions, pictures, and well-built options make it easier for them to explain the work and present choices.

If your tech has to figure it out at the kitchen table, your pricebook isn’t doing enough of the work for them.

Set your team up to walk in prepared. 💜

Meet our Operations & Systems Guru! 💜Her career started in environmental consulting, working with corporate clients in t...
10/03/2026

Meet our Operations & Systems Guru! 💜

Her career started in environmental consulting, working with corporate clients in the oil and gas industry after studying sustainable business in college. From there, she went on to run a local Chamber of Commerce, where she worked closely with business owners and community partners.

For the past five years, she’s found her home in the trades—and discovered that her brain is pretty much built for it.

She’s a systems thinker who loves figuring out how all the pieces fit together. Whether it’s improving a workflow, cleaning up processes, making the numbers more accurate, or finding ways to make a business more profitable, she loves turning complicated into simple.

At TAG, that means looking beyond just how ServiceTitan is set up and thinking about how that setup actually impacts the day-to-day operation of the business.

When she’s not working, there’s a good chance she’s in the middle of a DIY project or hanging out with her 14½-year-old pug. 💜🐾

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Troy, MO
63379

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