Jen Alonso, Director of Sales & Marketing at Lowry Overhead Doors, discusses the secrets to a successful ServiceTitan CSM relationship. Having moved from paper to ServiceTitan and later “re-onboarded” their entire commercial construction process, Jen has unique insight into maximizing the partnership. She emphasizes the importance of going to your CSM prepared but with an open mind, trusting them to show you the “ServiceTitan way” to streamline processes. Jen shares actionable tips, including how to keep your CSM informed on support tickets and why you should always let them set the agenda and prioritize your goals for growth.

Join us as we discuss:

[2:56] Building a relationship with your ServiceTitan CSM from day one
[9:47] Healthy collaboration and when a second ServiceTitan onboarding makes sense
[18:15] AI in the trades and why your CSM is your greatest ServiceTitan advocate

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.

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How to Develop a Great ServiceTitan CSM Relationship