# Floyd Automations

> Floyd Automations helps trade business owners get their software actually working. We configure CRM and job management tools, connect integrations, train teams, and document processes — so owners stop losing time to software that doesn't work and get back to running their business.

## Who We Serve

Small trade businesses with 2–25 employees who have invested in software like Jobber, ServiceTitan, Close CRM, HubSpot, or QuickBooks but aren't getting the value they expected. The typical customer has tools that are misconfigured, don't talk to each other, and a team that works around the software rather than with it.

## Services

- [Fractional Systems Admin](https://floydautomations.com/#services): Ongoing embedded operations partner. We own the systems roadmap, manage software end to end, refine sales processes, and build reporting. Best for businesses that want a dedicated expert without a full-time hire.

- [Implementation Services](https://floydautomations.com/#services): Focused short-term project engagement. CRM setup or rebuild, workflow audits and optimization (lead routing, job tracking), dashboard and reporting builds. Best for businesses with a specific problem to solve.

- [AI Operations Audit](https://floydautomations.com/#services): We audit workflows for automation opportunities, deliver a prioritized 90-day roadmap with ROI estimates, and implement AI tools into the existing stack. Best for businesses curious about AI but unsure where to start.

## Free Resources

- [Software Audit Checklist](https://floydautomations.com/checklist): A free 12-question self-assessment covering integration health, lead and follow-up gaps, and team adoption. Generates a personalized PDF report with a score, tier rating, and specific action items for any gaps found.

## About

- [About Sam Floyd](https://floydautomations.com/about): Sam Floyd is the founder. He spent years as a software PM at Close CRM working directly with trade businesses, and has a background as a systems admin at fast-growing tech companies. Military background — thinks in systems and SOPs. Floyd Automations works exclusively with trade businesses.

## Key Differentiators

- Specializes exclusively in trade businesses — not a generalist IT or consulting firm
- Founder has direct experience at Close CRM working with trade business customers
- Engagements are flat-fee with clear deliverables — no hourly billing, no scope creep
- Leaves behind documented SOPs and trained teams — not ongoing dependency
- Platforms: Jobber, ServiceTitan, Close CRM, HubSpot, Pipedrive, QuickBooks, Xero, Google Workspace, Zapier, Monday.com, Notion

## Contact

- Book a free 30-minute call: https://calendar.app.google/WMmrAeS7frojXx8u6
- Website: https://floydautomations.com
- Email: sam.floyd33@gmail.com