Your CRM Should Run Your Business. Not Run You Into the Ground.

Book a free consultation and discover how to turn your software platform into a profit engine that actually works for your trades business

In this video, I walk you through exactly how I help trade businesses optimize their CRM setup and start using their software as a real business tool:

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"Real Industry Experience. Real Results."

“Most consultants talk theory. We’ve been in the trenches—optimizing CRM for real home service companies.” - Lorenzo Plaath

Owners Who’ve Scaled With Us:

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Let’s Talk About The Pain You’re Dealing With Right Now…

You bought the software

because you needed help with better scheduling, cleaner operations, and real visibility into what’s happening in your business.

But somewhere between the implementation and actually using it, things got really messy.

Your dispatch board’s a disaster by Tuesday morning, jobs get double-booked, and your techs can’t find the service history they need in the field.

Your callbacks aren’t tracked properly, so you don’t know which jobs are costing you money.

Or maybe it’s the data?

Customer records are duplicated, equipment isn’t linked to the right locations, and your pricebook has random tasks that nobody knows how to use. To make it worse… half your team is still tracking things in notebooks because they don’t trust the system anymore.

Perhaps it’s the accounting side?

Your bookkeeper spends hours every month fixing entries because the GL mapping was never set up right, and job costing reports look wrong. You can’t tell which jobs made money and which ones didn’t, so every estimate feels like a guess.

And the worst part?

You know the software can do more. You’ve seen other companies use it successfully. But your team wasn’t trained properly, nobody owns the configuration, and now you’re stuck paying for a tool that’s only half working.

You didn’t sign up for this. You wanted systems. Control. Time back in your day.

Instead, you got another headache…

Join Forces with Kanara Enterprise: Where Success Meets Partnership

I’m Lorenzo, and I help home service business owners turn their CRM platforms into actual operational systems that increase profit, stabilize workflows, and give you a real look into your business.

I’m not a generic software consultant.

- I’ve sat in the VP of IT and the fractional CTO seat

- I understand operations, finance, and execution

- I’ve worked inside trade businesses

So, I know what it takes to run dispatch, manage techs, handle payroll, and keep customers happy while also hitting your revenue goals.

I’m certified in setting up ServiceTitan, Simpro, Housecall Pro, and Jobber, and I stay current with regular training updates.

20+

YEARRS OF EXPERIENCE

$10M+

IN SALES CLOSED

500+

CLIENTS SERVED

I specialize in the hard stuff that most consultants avoid: pricebook structure and margin analysis, job costing and GL integration, inventory and purchasing workflows, membership models, and governance systems that keep everything running after the project ends.

Most importantly, I don’t leave you dependent on me.

I build internal capability, I document processes, and I train your team so they can keep improving long after we’re done working together.

Process Deep-Dive:

Here’s How We’ll Work Together

Step 1: FieldOps Diagnostic

We start with a full assessment of your current setup. I look at your account structure, workflows, data integrity, pricing logic, integrations, and team adoption.This isn’t a surface-level review.

I go deep so we know exactly what’s broken and what’s holding you back.

Step 2: Focused Sprints

Based on what we find, we run structured sprints to fix the highest-impact issues first. That might mean cleaning up your customer and equipment data, rebuilding your pricebook with proper margins, fixing your dispatch rules, or getting your accounting integration mapped correctly.

Everything is documented. Every change is explained. You’ll know exactly what we did and why.

Step 3: Training and Handoff

Once the system is dialed in, I train your team. CSRs, dispatchers, techs, managers. Everyone learns how to use the platform the right way. I also create SOPs so new hires can get up to speed without breaking what we built.

Step 4: Ongoing Support (Optional)

Some clients want a monthly retainer, so I’m available when they need me. Others prefer project-based work. Either way, you’re not locked into anything long-term unless it makes sense for your business.

THE KANARA DIFFERENCE

Certified Expertise

I hold active certifications in ServiceTitan, Simpro, Housecall Pro, and Jobber. I’m not guessing. I know these platforms inside and out.

Trades-Specific Experience

I’ve worked with HVAC, plumbing, electrical, handyman, pool, garage door, water treatment, and septic companies. I understand your operations because I’ve been inside businesses just like yours.

Real Results

My clients get better margins, faster dispatch, cleaner data, and teams that actually use the system the way it was designed.

Ready to Get Your CRM Working For YOU?

Book a free consultation.

We’ll talk about what’s not working, what you want to improve, and whether my process is a good fit for your business.

No pressure.

No pitch.

Just a clear conversation about how to move forward.

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