Operations and marketing systems
Fractional COO for the home improvement industry
I build the operations and marketing systems that keep your leads, projects, and team moving, so you can stop being the bottleneck.
Hands-on, not hands-off. I don't hand you a plan and leave. I build it and run it.
- Done
Inquiry received
Instant text and email reply
- Done
Consultation booked
Reminders sent automatically
- Done
Estimate sent
Logged in the CRM
- Running
Estimate follow-up
Day 2, day 5, day 10
- Next
Signed and handed to production
Checklist, no details lost
- Next
Final walkthrough and review request
Sent the day the job closes
The real problem
Most growing contractors don't have a lead problem. They have a follow-up problem.
The work is good. The demand is there. But the business runs on the owner's memory, and things slip.
- 1Inquiries wait hours for a reply, and they've already called someone else
- 2Estimates go out and never get a second touch
- 3Jobs move from sales to production and details get lost
- 4Happy clients finish without being asked for a review
- 5Every answer still lives in the owner's head
Who I work with
Owner-led businesses in and around the home improvement world
- Remodelers and design-build firms
- Interior designers
- Painting and specialty trades
- Home service companies
- Financial advisory and insurance firms
- Real estate investors
What I take off your plate
Two sides of the business, run like one system
Operations
Priorities, deadlines, and follow-through, run so the business doesn't depend on you remembering everything.
- SOPs your team actually uses
- Smooth handoffs from sales to production
- Weekly priorities and follow-up across the team
Marketing operations
Every lead gets a response and every estimate gets chased, and you can see what's working at a glance.
- CRM setup and cleanup
- Automations and follow-up sequences
- Pipelines your team actually uses
Is this a fit?
I work best with owners who are ready to let go of the details
A good fit if
- You're growing, and every decision still runs through you
- Leads go cold and estimates don't get followed up
- Your CRM is messy, or your team doesn't use it
- You want someone to do the work, not just advise
Probably not a fit if
- You need a full-time, in-office hire
- You're looking for a one-time quick fix
- You want an agency to run your ads
How I work
The FLOW Method
No 40-page strategy documents. A practical, hands-on way to get your business running without you holding every piece.
Find the leaks
Where leads, estimates, and handoffs are slipping through the cracks.
Lay out the process
We agree on how each step should work, from first call to final review.
Organize the systems
I build your CRM, automations, and SOPs to match how you work.
Work it every week
I run the systems with your team, so they keep working and keep improving.
Ongoing
Run your numbers
What is better follow-up worth to your business?
Move the sliders to match your business. Most owners are surprised how much a few more closed estimates add up to.
$360,000
That's $30,000 a month.
That's just 1 more of your 12 monthly estimates closing.
Book a consultationAn illustration based on the numbers you enter, not a guarantee of results.
Platforms I work in
Fluent in the tools your business already runs on
- CRM and marketing
- GoHighLevelHubSpotSalesforceKeap
- Financial services
- RedtailOrionAdvyzonBlack DiamondIncome Lab
- Business tools
- Google WorkspaceMicrosoft 365CalendlyDocuSignLoom
- Trades
- PaintScout
- Content
- CanvaCapCut
Using something else? I learn new systems quickly and work in the tools your team already has.
Meet Courtney
Courtney Montecino
Founder, Montecino Group LLC
I've spent 20+ years keeping businesses organized and moving forward, and I've run my own practice since 2015. I've worked with remodelers, painters, an interior designer, a registered investment advisory firm, an insurance agency, a marketing agency for plumbers, and a real estate investor. Today, as Montecino Group, I work with clients remotely from Arkansas.
Ready to stop being the bottleneck?
Book a consultation, and we'll find where to start.