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With automated service agreement upsells, customer service, and ongoing communications at the forefront of field service growth, we’re here to fuel your success every step of the way.
Think of Satellite as an extension of your marketing team. It brings you the extra marketing fire power you need to set up automated email marketing campaigns and forms through our proprietary MarketingEdge platform. It gives you the ability to scale your business – without the hassle of building a big team!
First, you’ll need access to the FieldEdge MarketingEdge tool. (Contact your CSM to add MarketingEdge if you don’t currently have it.)
As a Satellite member, you’ll receive the following benefits:
Every Satellite client is paired with a dedicated strategist who understands the operational realities of Home Services businesses. Your strategist will learn your service pricing model, seasonal cycles, revenue goals, and team workflow so they can provide clear, high-impact guidance.
Your Strategist acts as an extension of your business, helping you:
Once a quarter, we’ll take a step back to assess the business from a higher level and break down your performance data in a clear digestible way during this insight-driven strategy session.
We’ll analyze:
From there, we’ll realign goals and determine what will drive the highest impact for the next quarter – whether that’s strengthening maintenance plan retention, improving dispatch frequency, tightening estimate follow-up, or optimizing inbound lead conversions. This quarterly business review ensures your business stays proactive, not reactive.
Meet monthly with your dedicated strategist to review performance, troubleshoot operational bottlenecks, refine customer journeys and campaigns, and optimize how you use MarketingEdge.
These calls focus on clarity and execution:
Every session ends with a clean action plan designed to move the business forward quickly and efficiently.
We will load 18 automations/campaigns into MarketingEdge that have been designed specifically for Field Services operations, supporting every stage of the customer lifecycle. These workflows reduce manual workload and ensure consistent follow up across dispatch, estimates, service agreements, and repeat services.
This Automation Hub includes workflows for:
About Katie:
Katie brings over 8+ years of experience supporting the construction and architecture industry, with a focus on marketing, proposals, and business development. Earlier in her career, she led marketing initiatives for both construction and architecture firms and developed proposals and bids for scopes of work, giving her a strong understanding of the customer journey within home services—from initial discovery and first impression through project close. She understands how critical it is to clearly communicate brand value at the earliest stages, ensuring new leads feel confident, informed, and ready to move forward.
Areas of Focus:
Marketing Strategy · Automation Building · Customer Journey Optimization
Outside of Work:
Katie enjoys spending time with her husband and kids – often outdoors or at the beach. She enjoys a good IPA, never turns down pizza, and loves a good home improvement project.
Roman brings a well-rounded background as a business owner and consultant across service-based industries. His experience spans construction and site services, performance coaching, real estate, and business strategy, giving him a practical, grounded perspective on helping Field Edge customers grow sustainably.
Areas of Focus:
Simplifying Strategy · Client Journeys · Building Operational Systems
Outside of Work:
Roman stays active through strength training and fitness, spends time outdoors whenever he can, and enjoys hands-on projects like building, renovation, and creating something tangible from start to finish.
