AI-driven revenue and operations systems for $5–50M field service operators — and the lower-middle-market PE sponsors backing them.
We install the AI Revenue Engine in 90 days. Your team owns it. Your board sees it.
Built by an operator who installed this playbook into 4,000+ field service contractors. Carolinas + Southeast.
The Problem
What's broken in field service revenue ops today.
The product is fine. The system around it is leaking.
You have leads. You're losing them.
- Calls come in faster than the office can answer them. Missed calls are missed jobs.
- Your CRM is installed but underused. Half the team is on it; the other half lives in their truck and their head.
- Lead-to-appointment conversion is a guess. So is technician utilization.
- Reports lag the calls by a week. By the time you see the gap, the month is gone.
None of this is a software problem. It is a system problem. A system your team can run without a consultant in the room.
What We Install
The AI Revenue Engine. Three systems. One operator on it.
We do not sell tools. We install the system around the tools you already have — ServiceTitan, Housecall Pro, Jobber, HubSpot — and add the AI layer that closes the loop.
Lead Capture & Response
AI-driven intake on every call, web form, and missed call. Instant text-back. Same-hour follow-up. The lead that called your competitor at 9pm calls you back at 9:01.
Pipeline & Booking
CRM cleaned up. Dispatch integrated. Lead-to-booked-job conversion measured weekly. Every job has a source, a rep, and a number.
Operating Cadence
A weekly KPI inspection your owner can run in 30 minutes. Board-ready monthly reports your sponsor actually opens. The system the business runs on after we leave.
Stack we install on
ServiceTitan / Housecall Pro / Jobber · HubSpot · Apollo · Clay · Instantly · OpenPhone · Make.com · n8n · Gong · Fireflies · Claude / OpenAI APIs
We do not add reporting tools you do not need. We use what you have.
How We Work
90 days. Four phases. One operator inside your business.
The 100-Day Playbook, compressed and AI-instrumented. Discover, build, run, optimize — in that order, on that schedule.
Discover
Walk the business. Sit on calls. Audit your CRM. Map every leak, handoff, and rep. By Day 14 you sign off on the one headline metric we are accountable to.
Build
Install the three systems. Configure the stack. Write the playbooks. Train your office. By Day 45 the engine is live.
Run
Run it with your team. Daily monitoring. Weekly KPI cadence with the owner. Coach until the metrics move.
Optimize
Hand it off. Your team owns the cadence. Everything documented in a playbook your next hire can read. Board-ready 90-day report to your sponsor.
What you commit to
- One owner or GM on the weekly cadence
- Four hours of leadership time per week for 90 days
- A working CRM (we will fix it, but it has to exist)
What you do not commit to
- New software you do not need
- A strategy deck that sits on a shelf
- A consultant who never leaves
Proof
Built by an operator who has run this playbook at scale.
Over four years at Sunlight Financial, Chris built the SMB business that integrated Sunlight's point-of-sale financing platform into 4,000+ field service contractors. Annual credit approval volume through the channel scaled 50x. The team grew from 5 to 45. Underwriting cycle times went from two weeks to same-day.
The playbook that worked at Sunlight is the playbook CSK Growth Partners installs today — with AI tooling instead of point-of-sale financing.
Chris Kastler — Founder
Founder of CSK Growth Partners. Previously Managing Director and Head of SMB Sales at Sunlight Financial, where he led the SMB channel that integrated Sunlight's point-of-sale financing platform into 4,000+ field service contractors — scaling channel credit approval volume from $24M to $1.2B annually. Bank of America VP (institutional banking) and Capital One FP&A earlier. Clemson Magna Cum Laude. RevTech Labs mentor. Based in Charlotte.
Engage
Three ways in.
Pick the entry point that fits where you are. All three lead to the same outcome — a revenue engine your team owns.
Diligence Sprint
Pre-close AI/RevOps assessment for sponsors evaluating a field service acquisition. Two-week sprint. Underwriting-grade output. Builds conviction or saves the deal.
AI Revenue Engine 90-Day Sprint
The full install. Four phases. One headline metric. Your team runs it after Day 90.
Fractional AI/RevOps Operating Partner
Ongoing operating partner across a platform and its add-ons. Weekly cadence. Quarterly board reporting. The annuity layer after the first install lands.
Start a conversation.
Tell us what is broken. We will tell you what we would do about it.
Get in touch →chris@cskgrowthpartners.com