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  • The brief
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  • This week · 6
  • This quarter · 10
  • Big bets · 3
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Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. Podium
Podium logo

growth playbook · Oct 22, 2026

podium.com (opens in a new tab)

Podium growth playbook

Diagnosis

Podium says it crossed $100M in AI Agent ARR in under 24 months, and its hiring shows where it goes next: a demand director who runs a vertical like a CMO, a VP of Sales to win home services, founder-led communications, GTM engineers, onboarding by vertical and an Australian automotive team.

The site has split into vertical sites, and the move has left gaps: old trade pages that send searchers to a general page, a sitemap full of redirects and test pages, three different customer counts and a slow homepage.

This playbook fixes those first, then builds switching offers, events, partner pages, a membership calculator and Podium's own AI on its inbound funnel, with bigger bets on new trades, a missed-calls report and home services roll-ups.

Growth Score

7/10

Biggest Opportunity

Win home services: trade pages that rank, a switching offer against ServiceTitan and Jobber, and the AI employee proving itself on Podium's own funnel.

Biggest Risk

Housecall Pro, ServiceTitan and AI-first entrants such as Avoca compete for the same contractors, and fast growth through sales can raise churn if new accounts do not see value in the first 30 days.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Send the old HVAC and plumbing pages to the new HVAC and plumbing pages, not to the home services homepage

    Change the /industry/hvac and /industry/plumbing redirects to their trade pages.

    High impact First result in 1 month
  2. 2

    Pick one "businesses trust Podium" number and use it everywhere

    List every page and deck where a customer count appears.

    Medium impact First result in 2 weeks
  3. 3

    Make the homepage title say "AI Employee" and turn the 20 stat headings into normal text

    Rewrite the homepage title and description.

    Medium impact First result in 2 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 12Fill-ins · 6Reconsider · 1
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Podium is hiring a Director of Demand Marketing to own the home services number, with AEO/SEO reporting in. The vertical has moved to homeservices.podium.com, which has its own HVAC, plumbing, electrical and garage door pages. But www.podium.com/industry/hvac and /industry/plumbing, years-old pages that other sites and search results still point at, both land on the home services homepage. A contractor who searched for HVAC software gets a general page, and the ranking those old URLs earned is not passed to the page built to win "HVAC software".

    High impactLow effort First result in 1 month Director of Demand Marketing

    First action

    Change the /industry/hvac and /industry/plumbing redirects to their trade pages.

    How to measure it

    Organic demos from HVAC and plumbing pages

    Now
    –
    Target
    +20%
    By
    90 days

    Steps

    1. 1

      Fix the two redirects

      Point /industry/hvac and /industry/plumbing at their trade pages on the home services site.

      Web and SEO lead 1 hour

    2. 2

      Map the rest

      List every www URL that now redirects to the home services site and its best matching page.

      Web and SEO lead 2 days

    3. 3

      Repoint

      Update redirects that land on a homepage when a matching page exists.

      Web and SEO lead 1 day

    4. 4

      Clean the sitemap

      Remove redirected, missing and template URLs from the www sitemap.

      Web and SEO lead 1 day

    5. 5

      Check in Search Console

      Watch indexing and queries for the trade pages on the home services property.

      Web and SEO lead 2 weeks

    6. 6

      Update links you control

      Partner pages, emails and ads that still use old URLs.

      Director of Demand Marketing 1 week

    7. 7

      Report

      Rankings, traffic and demos for HVAC and plumbing pages.

      Director of Demand Marketing monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Director of Demand Marketing

    Smallest test

    Fix the two trade redirects today and compare their traffic in four weeks.

    Why it works

    Change the two redirects to point at /industry/hvac and /industry/plumbing on the home services site, and check every other old www home services URL (trade pages, product pages, articles) against its closest new page. Then remove redirected and missing URLs from the www sitemap and list the new pages in the home services sitemap only. Track rankings and demo requests for the trade pages for eight weeks.

    Page-to-page redirects keep most of the ranking an old URL earned and match what the visitor searched for. It is an hour of work that protects the vertical's main search pages before the new director's first quarter.

    Ready to use

    ChecklistHome services redirect check

    [ ] /industry/hvac -> homeservices.podium.com/industry/hvac
    [ ] /industry/plumbing -> homeservices.podium.com/industry/plumbing
    [ ] /home-services: one hop, not two
    [ ] Old home services articles -> matching article
    [ ] Redirected and missing URLs out of the www sitemap
    [ ] Template and test pages out of the sitemap and set to noindex
    [ ] Both sitemaps resubmitted in Search Console

    Risks and how to handle them

    • Short dip while search engines reprocess

      Change redirects in one batch and resubmit both sitemaps.

    • Missed URLs

      Crawl the old sitemap again after the change.

    Evidence

    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
    • Your websiteThe home services business now lives on homeservices.podium.com, whose sitemap has its own trade pages (/industry/hvac, /industry/plumbing, /industry/electrical, /industry/garage-door). But www.podium.com/industry/hvac and www.podium.com/industry/plumbing both send visitors to the home services homepage, not to those matching trade pages (checked October 21, 2026). Product redirects such as /product/phones/home_services do go to the matching feature section.Source
    • Your websiteOf 369 URLs in the www.podium.com page sitemap, 101 redirect, 23 return "not found" and one returns a server error; the sitemap also lists live template and test pages such as /master-dnd-template and /case-study/500-test (checked October 21, 2026). The www sitemap index lists 2,346 URLs in all, including 263 webinar pages last updated October 2024.Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
  • 02

    The homepage and every job post say 60,000+ businesses; the pricing page says "Over 100K" and "Over 100,000"; the home services site says 9,000+. The new communications director is asked to make Podium the authority buyers trust, and a careful buyer comparing two pages sees two different headline numbers.

    Medium impactLow effort First result in 2 weeks Director of Communications

    First action

    List every page and deck where a customer count appears.

    How to measure it

    Pages using one figure

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      Agree the number

      Company-wide and per vertical, with a definition.

      Director of Communications 1 day

    2. 2

      Find every use

      Site, vertical sites, decks, ads, job posts.

      Director of Communications 1 day

    3. 3

      Update the site

      Pricing page first.

      Web and SEO lead 1 day

    4. 4

      Update decks

      Sales and partner decks.

      Director of Demand Marketing 1 week

    5. 5

      Update job posts

      The shared company paragraph.

      Director, Talent Acquisition 1 day

    6. 6

      Set a review date

      Refresh each quarter.

      Director of Communications quarterly

    First result
    2 weeks
    Cost
    $0
    Owner
    Director of Communications

    Smallest test

    Fix the pricing page figure this week.

    Why it works

    Agree one company-wide figure with a definition (active paying businesses, as of a date) and one per vertical. Replace the figures on the pricing page, homepage, vertical sites, ads and sales decks, and add the date in small print.

    Consistent proof points read as true; mismatched ones invite doubt in exactly the moment a buyer is deciding.

    Risks and how to handle them

    • The larger figure is a historical total

      Say "have used Podium" if keeping it, and label it.

    Evidence

    • Your websiteHomepage: title "Podium: AI Lead Generation & Lead Management Platform"; H1 "The #1 converting AI Employee for local businesses"; "60,000+ businesses trust Podium"; the result figures (80%, 10%, 57, $40K ...) are marked up as 20 separate H1 headings. The pricing page says "Over 100K businesses grow with Podium" and "Over 100,000 businesses trust Podium" and shows no prices ("talk to our sales team"); the home services site says "9,000+ Service Providers trust Podium".Source
    • HiringEvery Podium job post: "Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics"; "In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year"; "deployed 10,000 AI employees"; "#1 AI Agent for Business Operations by G2".Source
    • HiringDirector of Communications (first in the role, posted August 6, 2026): a "founder-led comms function"; turn the CEO's point of view into "a steady drumbeat" on X and LinkedIn; podcasts over "traditional press"; "Hold a 4.5+ rating, monitored weekly, across all ten review platforms (G2, Capterra, and the rest)"; "track the Reddit threads, Facebook groups, and mentions where our industry talks about us"; cultivate "a network of Podium champions".Source
  • 03

    The homepage title, which search results show, still says "AI Lead Generation & Lead Management Platform", while the page itself sells "The #1 converting AI Employee for local businesses". The result figures on the page (80%, 10%, 57, $40K and so on) are each marked up as a top-level H1 heading, 20 in total, so search engines and AI assistants see "80%" as one of the page's main topics.

    Medium impactLow effort First result in 2 weeks Web and SEO lead

    First action

    Rewrite the homepage title and description.

    How to measure it

    Search click-through on brand and category queries

    Now
    –
    Target
    +10%
    By
    60 days

    Steps

    1. 1

      Rewrite the title

      AI Employee for auto, home services and aesthetics.

      Director of Demand Marketing 1 hour

    2. 2

      Rewrite descriptions

      Homepage and pricing.

      Director of Demand Marketing 1 hour

    3. 3

      Fix headings

      One H1 per page; stats as styled text.

      Web and SEO lead 1 day

    4. 4

      Check vertical sites

      Same audit on the three vertical homepages.

      Web and SEO lead 1 day

    5. 5

      Test previews

      Search, LinkedIn and messaging previews.

      Web and SEO lead 1 hour

    6. 6

      Measure

      Search Console click-through.

      Web and SEO lead monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Web and SEO lead

    Smallest test

    Change the homepage title today.

    Why it works

    Rewrite the title and description around the AI Employee and the three industries, with one proof point. Keep a single H1 and change the stat blocks to styled text. Do the same check on the pricing page, which also marks its stats as H1s and has no meta description of its own beyond "Podium Pricing".

    The title is the first line of every search result, and clean headings help assistants summarise the page correctly.

    Risks and how to handle them

    • Losing "lead generation" searches

      Keep the phrase in the description and on the page.

    Evidence

    • Your websiteHomepage: title "Podium: AI Lead Generation & Lead Management Platform"; H1 "The #1 converting AI Employee for local businesses"; "60,000+ businesses trust Podium"; the result figures (80%, 10%, 57, $40K ...) are marked up as 20 separate H1 headings. The pricing page says "Over 100K businesses grow with Podium" and "Over 100,000 businesses trust Podium" and shows no prices ("talk to our sales team"); the home services site says "9,000+ Service Providers trust Podium".Source
    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
  • 04

    Google measured Podium's homepage at 39/100 on mobile, with an 8.1 MB download, and real visitors fail Core Web Vitals on loading speed. The largest element Google waited for was the cookie banner text, and Wistia video files alone are 3.7 MB. Paid and organic traffic for every vertical lands here first.

    High impactMedium effort First result in 1 month Web and SEO lead

    First action

    Swap the homepage videos for click-to-play posters.

    How to measure it

    Field LCP under 2.5 s and demo rate

    Now
    –
    Target
    +10% demos
    By
    60 days

    Steps

    1. 1

      Poster images

      Wistia loads on click.

      Web and SEO lead 2 days

    2. 2

      Cookie notice

      Smaller, loaded after the main content.

      Web and SEO lead 1 day

    3. 3

      Tag review

      List the 27 third parties and their owners.

      Marketing Operations 3 days

    4. 4

      Remove orphans

      Tags nobody owns.

      Marketing Operations 1 day

    5. 5

      Defer the rest

      Load after the page is usable.

      Web and SEO lead 2 days

    6. 6

      Re-test

      PageSpeed and the field report.

      Web and SEO lead 4 weeks

    7. 7

      Report

      Demo rate on mobile before and after.

      Director of Demand Marketing monthly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Web and SEO lead

    Smallest test

    Make one video click-to-play and re-run PageSpeed.

    Why it works

    Load the Wistia players only when a visitor clicks play (a poster image until then), restyle the cookie notice so it is not the largest element, load tag manager scripts after the page is usable, and remove tags that no longer have an owner. Re-test with PageSpeed and watch the real-visitor report for four weeks.

    Faster pages lift demo requests from mobile visitors and lower paid cost per lead, because ad platforms reward fast landing pages.

    Risks and how to handle them

    • Tracking gaps

      Check conversions still fire after each change.

    Evidence

    • Google PageSpeedpodium.com homepage on mobile: performance 39/100 (desktop 35); lab largest paint 28.8 s; real visitors fail Core Web Vitals on LCP (field LCP 2.7 s, INP 200 ms); the largest element measured was the cookie banner text; 8.1 MB and 264 requests, of which Wistia video is 3.7 MB and Google Tag Manager blocks 746 ms; 27 third parties.Source
    • Your websiteHomepage: title "Podium: AI Lead Generation & Lead Management Platform"; H1 "The #1 converting AI Employee for local businesses"; "60,000+ businesses trust Podium"; the result figures (80%, 10%, 57, $40K ...) are marked up as 20 separate H1 headings. The pricing page says "Over 100K businesses grow with Podium" and "Over 100,000 businesses trust Podium" and shows no prices ("talk to our sales team"); the home services site says "9,000+ Service Providers trust Podium".Source
  • 05

    The www sitemap lists live template and test pages such as /master-dnd-template and /case-study/500-test, and 125 of its 369 page URLs redirect, are missing or error. Search engines spend crawl time on them, and a buyer who finds a test page sees an unfinished company.

    Low impactLow effort First result in 1 week Web and SEO lead

    First action

    Unpublish or noindex the two test pages.

    How to measure it

    Valid sitemap URLs

    Now
    –
    Target
    100%
    By
    30 days

    Steps

    1. 1

      List the pages

      Templates, tests, old experiments.

      Web and SEO lead 1 day

    2. 2

      Decide

      Unpublish or noindex.

      Web and SEO lead 1 day

    3. 3

      Remove from sitemap

      Redirected and missing URLs too.

      Web and SEO lead 1 day

    4. 4

      Resubmit

      Search Console.

      Web and SEO lead 1 hour

    5. 5

      Automate

      Monthly sitemap status check.

      Senior Software Engineer - GTM 1 day

    6. 6

      Review

      Before each site launch.

      Web and SEO lead monthly

    First result
    1 week
    Cost
    $0
    Owner
    Web and SEO lead

    Smallest test

    Noindex the test case study today.

    Why it works

    Set template and test pages to noindex and remove them from the sitemap, or unpublish them; remove redirected and missing URLs; add a monthly sitemap check to the web team's routine.

    A clean sitemap gets new pages found faster, which matters with three vertical sites publishing at once.

    Risks and how to handle them

    • A page in use by sales

      Check with sales before unpublishing.

    Evidence

    • Your websiteOf 369 URLs in the www.podium.com page sitemap, 101 redirect, 23 return "not found" and one returns a server error; the sitemap also lists live template and test pages such as /master-dnd-template and /case-study/500-test (checked October 21, 2026). The www sitemap index lists 2,346 URLs in all, including 263 webinar pages last updated October 2024.Source
  • 06

    The home services site compares Podium with ServiceTitan, FieldEdge and Housecall Pro, and has switch stories from ServiceTitan customers. Jobber, one of the best-known field service tools for small trades, has no page, and the VP of Sales is asked to win home services on the competitive landscape.

    High impactLow effort First result in 1 month Director of Demand Marketing

    First action

    Ask sales how often Jobber comes up in lost and won deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    +25%
    By
    90 days

    Steps

    1. 1

      Check deals

      How often Jobber appears.

      VP of Sales 2 days

    2. 2

      Check facts

      Jobber's current features and pricing.

      Director of Demand Marketing 2 days

    3. 3

      Write

      Same format as the other three.

      Director of Demand Marketing 1 week

    4. 4

      Legal review

      Claims and trademarks.

      Legal 3 days

    5. 5

      Publish and link

      From the HVAC, plumbing and electrical pages.

      Web and SEO lead 1 day

    6. 6

      Refresh

      Every quarter.

      Director of Demand Marketing quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Director of Demand Marketing

    Smallest test

    Publish the page and track demos for a month.

    Why it works

    Write a fair Podium vs Jobber page in the same format: who each fits, AI call answering and booking, dispatch, memberships, payments, switching help, and one customer who moved. Add a switching offer and route its demos to AEs who know Jobber.

    Comparison searches come from owners already choosing software; the existing pages show the format works.

    Risks and how to handle them

    • Out-of-date claims

      Date the page and cite sources.

    Evidence

    • Your websiteHome services sitemap (151 URLs): comparison pages against ServiceTitan, FieldEdge and Housecall Pro (none for Jobber); 23 case studies including "thumbs-up-servicetitan-to-podium-hvac", "spicewood-plumbing-servicetitan-to-podium" and "todayair-podium-fsm-10-days"; event pages for Service World 2026 and Trane Comfort Specialists 2026; webinars such as "podium-vs-fieldedge".Source
    • HiringVP of Sales (posted August 28, 2026) builds the SMB sales strategy and must understand "the competitive landscape to inform our broader strategy to win the Home Services vertical". A VP, Enterprise Sales and an Enterprise Account Executive are also open.Source
    • Competitor researchRivals' own homepages: Housecall Pro, "Everything to run and grow your business", "Over 200,000 field service professionals"; ServiceTitan, "AI software for commercial and residential trades"; Avoca AI, "The AI Front Office for Service Businesses"; Birdeye, "AI Coworkers for Multi-location Brands".Source

This quarter 10

The core plays for the next three months.

  • 07

    The demand director's team runs trade shows and events, and the home services site has pages for Service World 2026 and Trane Comfort Specialists 2026. Events pay off when the meetings are booked in advance and followed up the same week.

    High impactMedium effort First result in 1 quarter Director of Demand Marketing

    First action

    Add a meeting booker to the next event page.

    How to measure it

    Meetings booked before each show

    Now
    –
    Target
    50
    By
    2 quarters

    Steps

    1. 1

      Pick shows

      Rank by past pipeline.

      Director of Demand Marketing 1 week

    2. 2

      Event pages

      Meeting booker and agenda.

      Web and SEO lead 1 week

    3. 3

      Invite

      Regional target list, four weeks out.

      Events Manager 4 weeks

    4. 4

      Booth demo

      Live Larry call.

      Events Manager 1 week

    5. 5

      Follow up

      Within 48 hours.

      Sales Development Representative 2 days

    6. 6

      Report

      Pipeline and revenue per show.

      Director of Demand Marketing monthly

    First result
    1 quarter
    Cost
    Event budget
    Owner
    Director of Demand Marketing

    Smallest test

    Book 20 meetings ahead of the next show.

    Build the prospect list. The list compiled from public sources, verified, deduplicated and delivered to your CRM. Usually live within days.

    Book a working session

    Why it works

    For each show: a page with a meeting booker, invitations to target contractors in the region four weeks before, a live Larry call demo at the booth, and follow-up within 48 hours with the call recording and a quote. Track meetings, pipeline and closed revenue per show.

    Pre-booked meetings convert far better than badge scans, and per-show reporting tells the team which events to keep.

    Risks and how to handle them

    • No-shows

      Confirm by text the day before, with Podium.

    Evidence

    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
    • Your websiteHome services sitemap (151 URLs): comparison pages against ServiceTitan, FieldEdge and Housecall Pro (none for Jobber); 23 case studies including "thumbs-up-servicetitan-to-podium-hvac", "spicewood-plumbing-servicetitan-to-podium" and "todayair-podium-fsm-10-days"; event pages for Service World 2026 and Trane Comfort Specialists 2026; webinars such as "podium-vs-fieldedge".Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
  • 08

    The home services site already has two customers who moved from ServiceTitan and one that went live on Podium field service in 10 days. Switching cost is the main reason contractors stay with a tool they dislike.

    High impactMedium effort First result in 1 quarter VP of Sales

    First action

    Write the offer terms with onboarding.

    How to measure it

    Deals from the switch offer

    Now
    –
    Target
    40 a quarter
    By
    2 quarters

    Steps

    1. 1

      Define the offer

      Migration, go-live, overlap.

      VP of Sales 2 weeks

    2. 2

      Onboarding plan

      Named specialist and timeline.

      AI Onboarding Specialist - Home Services 2 weeks

    3. 3

      Build the page

      Three stories and the offer.

      Director of Demand Marketing 2 weeks

    4. 4

      Promote

      Comparison pages and outbound.

      Director of Demand Marketing 1 quarter

    5. 5

      Track

      Time to go-live and churn.

      AI Onboarding Specialist - Home Services monthly

    6. 6

      Add stories

      Each new switcher.

      Director of Demand Marketing ongoing

    First result
    1 quarter
    Cost
    Migration services cost
    Owner
    VP of Sales

    Smallest test

    Offer the program to ten contractors in active ServiceTitan comparisons.

    Why it works

    Package a switching offer: data migration, a go-live date commitment, contract overlap help and a named onboarding specialist. Build one page with the three stories, run it to ServiceTitan comparison traffic and outbound lists, and track time to go-live.

    Removing the switching fear turns comparison-page interest into deals, and the stories prove it can be done.

    Risks and how to handle them

    • Promises onboarding cannot keep

      Cap monthly switch slots.

    Evidence

    • Your websiteHome services sitemap (151 URLs): comparison pages against ServiceTitan, FieldEdge and Housecall Pro (none for Jobber); 23 case studies including "thumbs-up-servicetitan-to-podium-hvac", "spicewood-plumbing-servicetitan-to-podium" and "todayair-podium-fsm-10-days"; event pages for Service World 2026 and Trane Comfort Specialists 2026; webinars such as "podium-vs-fieldedge".Source
    • HiringVP of Sales (posted August 28, 2026) builds the SMB sales strategy and must understand "the competitive landscape to inform our broader strategy to win the Home Services vertical". A VP, Enterprise Sales and an Enterprise Account Executive are also open.Source
    • HiringOnboarding and success: AI Onboarding Specialists (general, Automotive, Home Services, Medspa) are the "Primary contact during the first 30 days", "health scoring of accounts" and "Implement and configure AI agents"; AI Customer Success Managers own renewals, upsell and churn.Source
  • 09

    The communications director must hold a 4.5+ rating across ten review platforms. Podium sells exactly this: review requests by text at the right moment.

    High impactMedium effort First result in 1 quarter Director of Communications

    First action

    List the ten platforms and current ratings by vertical.

    How to measure it

    Platforms at 4.5+

    Now
    –
    Target
    10 of 10
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Ratings and counts on each site.

      Director of Communications 1 week

    2. 2

      Pick moments

      Milestones after onboarding.

      AI Customer Success Manager - SMB 1 week

    3. 3

      Set up requests

      Text from Podium, by platform.

      Marketing Operations 1 week

    4. 4

      Catch low scores

      Route to customer success.

      AI Customer Success Manager - SMB ongoing

    5. 5

      Respond

      Every review answered.

      Director of Communications weekly

    6. 6

      Report

      Weekly ratings.

      Director of Communications weekly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director of Communications

    Smallest test

    Send requests to 100 customers who hit a milestone last month.

    Why it works

    After onboarding milestones (first booked job by Larry, first month with more appointments), send a review request by text to the account owner through Podium itself, rotating between G2, Capterra and the other sites where the vertical's buyers look. Route low scores to customer success before they become public.

    Timely, easy requests are the reason Podium's customers grow reviews, and using it on itself is a demo too.

    Risks and how to handle them

    • Platform rules on incentives

      No incentives; follow each site's terms.

    Evidence

    • HiringDirector of Communications (first in the role, posted August 6, 2026): a "founder-led comms function"; turn the CEO's point of view into "a steady drumbeat" on X and LinkedIn; podcasts over "traditional press"; "Hold a 4.5+ rating, monitored weekly, across all ten review platforms (G2, Capterra, and the rest)"; "track the Reddit threads, Facebook groups, and mentions where our industry talks about us"; cultivate "a network of Podium champions".Source
    • HiringOnboarding and success: AI Onboarding Specialists (general, Automotive, Home Services, Medspa) are the "Primary contact during the first 30 days", "health scoring of accounts" and "Implement and configure AI agents"; AI Customer Success Managers own renewals, upsell and churn.Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
  • 10

    The communications role is founder-led: the CEO's view on AI and local business, on X, LinkedIn and podcasts, built from "raw material" such as customer calls. Podium has thousands of AI employee conversations and customer results to draw on.

    High impactMedium effort First result in 1 quarter Director of Communications

    First action

    Pick the first five stories from the homepage results.

    How to measure it

    Founder follower growth

    Now
    –
    Target
    +50%
    By
    2 quarters

    Steps

    1. 1

      Set the format

      One story, one lesson.

      Director of Communications 1 week

    2. 2

      Permissions

      Customer consent and anonymising.

      Legal 2 weeks

    3. 3

      Record

      Weekly with the CEO.

      Director of Communications weekly

    4. 4

      Cut and post

      X, LinkedIn, short video.

      Director of Communications weekly

    5. 5

      Pitch podcasts

      Trade shows by vertical.

      Director of Communications monthly

    6. 6

      Measure

      Reach, inbound and pipeline mentions.

      Director of Communications monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director of Communications

    Smallest test

    Publish one story clip this week.

    Why it works

    Each week, pick one real (anonymised, permissioned) call or customer result, and have the CEO explain what it shows about AI in local business in a two-minute clip and a short post. Pitch the strongest themes to trade podcasts for HVAC, dealerships and medspas.

    Specific stories travel further than opinions, and they speak to customers and investors at the same time.

    Risks and how to handle them

    • Customer privacy

      Consent and redaction on every call used.

    Evidence

    • HiringDirector of Communications (first in the role, posted August 6, 2026): a "founder-led comms function"; turn the CEO's point of view into "a steady drumbeat" on X and LinkedIn; podcasts over "traditional press"; "Hold a 4.5+ rating, monitored weekly, across all ten review platforms (G2, Capterra, and the rest)"; "track the Reddit threads, Facebook groups, and mentions where our industry talks about us"; cultivate "a network of Podium champions".Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
    • HiringEvery Podium job post: "Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics"; "In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year"; "deployed 10,000 AI employees"; "#1 AI Agent for Business Operations by G2".Source
  • 11

    Podium has manufacturer partner pages (Trane offers qualifying dealers a one-year head start with the Pro Package), but they live on www.podium.com while the home services product, proof and plans live on the home services site. Partner marketing is one of the demand director's direct reports.

    High impactMedium effort First result in 2 quarters Director of Demand Marketing

    First action

    Measure demos from each partner page last quarter.

    How to measure it

    Partner demos

    Now
    –
    Target
    +30%
    By
    2 quarters

    Steps

    1. 1

      Baseline

      Demos and closes by partner.

      Director of Demand Marketing 1 week

    2. 2

      Rebuild pages

      On the home services site.

      Web and SEO lead 1 month

    3. 3

      Add proof

      Dealers of each brand.

      Director of Demand Marketing 1 month

    4. 4

      Tag demos

      Partner source in the CRM.

      Marketing Operations 1 week

    5. 5

      Report to partners

      Monthly.

      Partner Marketing Manager monthly

    6. 6

      Add partners

      Plumbing and electrical supply.

      Partner Marketing Manager 1 quarter

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Director of Demand Marketing

    Smallest test

    Move the Trane page first.

    Why it works

    Move each partner page to the home services site with partner-specific proof (dealers of that brand), a demo path tagged by partner, and a monthly report back to each manufacturer. Add partners in plumbing and electrical supply.

    Manufacturer programs bring warm dealer lists; a page that matches the product they will buy converts more of them.

    Risks and how to handle them

    • Partners want their own URLs

      Keep old URLs as redirects.

    Evidence

    • Your websiteManufacturer partner pages on www.podium.com for Trane, Carrier, Rheem and Bryant; the Trane page offers "qualifying dealers a one-year head start with the Pro Package". A Podium Champions customer advocacy page invites customers to "share what impact Podium has had on your business".Source
    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
  • 12

    The AI Membership Coordinator fills slow seasons by booking maintenance visits for members. Owners think in members and slow months, so a calculator that shows their own numbers sells it better than a feature list.

    High impactMedium effort First result in 1 quarter Director of Demand Marketing

    First action

    Agree the formula with three customers.

    How to measure it

    Calculator-sourced demos

    Now
    –
    Target
    100 a month
    By
    2 quarters

    Steps

    1. 1

      Formula

      With customers who use memberships.

      Director of Demand Marketing 2 weeks

    2. 2

      Build

      On the home services site.

      Senior Software Engineer - GTM 3 weeks

    3. 3

      Connect

      Results to the CRM.

      Marketing Operations 1 week

    4. 4

      Promote

      Ads, webinars, email.

      Director of Demand Marketing 1 quarter

    5. 5

      Sales follow-up

      Open with the owner's number.

      VP of Sales ongoing

    6. 6

      Measure

      Demos and close rate.

      Director of Demand Marketing monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Director of Demand Marketing

    Smallest test

    Put a simple version in one webinar.

    Why it works

    Build a calculator: members, visit price, renewal rate, slow-season gaps; it shows revenue left on the table and what booked visits would add. Gate the detailed report, send it to sales with the owner's numbers, and use it in webinars.

    A personal number opens the sales conversation, and the inputs tell sales the size of the business.

    Risks and how to handle them

    • Overstated results

      Show ranges and the method.

    Evidence

    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
  • 13

    Onboarding specialists own the first 30 days, including health scoring and setting up the AI agents, then hand to customer success. A shared score that predicts renewal makes that handoff measurable.

    High impactMedium effort First result in 1 quarter AI Onboarding Specialist Home…

    First action

    Pick milestones from the best-retained cohort.

    How to measure it

    30-day milestone completion

    Now
    –
    Target
    75%
    By
    2 quarters

    Steps

    1. 1

      Find milestones

      From retention data.

      AI Customer Success Manager - SMB 2 weeks

    2. 2

      Build the score

      In the CRM.

      Product Manager - GTM 3 weeks

    3. 3

      Alerts

      Day 14 behind schedule.

      Product Manager - GTM 1 week

    4. 4

      Train

      Onboarding and success teams.

      AI Onboarding Specialist - Home Services 1 week

    5. 5

      Run

      All new accounts.

      AI Onboarding Specialist - Home Services ongoing

    6. 6

      Review

      Renewal by score.

      AI Customer Success Manager - SMB quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    AI Onboarding Specialist Home Services

    Smallest test

    Score last month's new home services accounts by hand.

    Why it works

    Define five milestones per vertical (for home services: Larry live on calls, first job booked onto the dispatch board, first membership visit booked, reviews flowing, owner using Operator). Show it in the CRM, alert on day 14, and track renewal by score.

    Early value predicts retention, and the score turns onboarding quality into a number every team sees.

    Risks and how to handle them

    • Box-ticking

      Use outcomes, not setup tasks.

    Evidence

    • HiringOnboarding and success: AI Onboarding Specialists (general, Automotive, Home Services, Medspa) are the "Primary contact during the first 30 days", "health scoring of accounts" and "Implement and configure AI agents"; AI Customer Success Managers own renewals, upsell and churn.Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
  • 14

    The home services site says responding in under 60 seconds increases conversion by nearly 400%. Podium is hiring a GTM product manager and engineers to build internal AI tools, and SDR teams across four countries.

    High impactMedium effort First result in 1 quarter Product Manager GTM

    First action

    Measure today's time from demo request to first reply.

    How to measure it

    Inbound requests booked

    Now
    –
    Target
    +25%
    By
    1 quarter

    Steps

    1. 1

      Baseline

      Response time and booked rate.

      Sales Development Manager - AI SaaS 1 week

    2. 2

      Configure

      AI employee on demo forms and the sales line.

      Product Manager - GTM 3 weeks

    3. 3

      Handoffs

      To SDRs and AEs.

      Sales Development Manager - AI SaaS 1 week

    4. 4

      Test

      Half of inbound for a month.

      Product Manager - GTM 1 month

    5. 5

      Tell the story

      Share the results in the pitch.

      Director of Demand Marketing 2 weeks

    6. 6

      Roll out

      All verticals and regions.

      Product Manager - GTM 1 quarter

    First result
    1 quarter
    Cost
    Internal build time
    Owner
    Product Manager GTM

    Smallest test

    Run it on one vertical's demo form for two weeks.

    Why it works

    Put Podium's AI employee on every inbound demo request and missed sales call: it answers in seconds, qualifies (vertical, size, current tools), and books straight onto an AE calendar, handing off to an SDR for anything it cannot handle. Publish the response time as part of the pitch.

    Using the product on your own funnel proves the claim and lifts inbound conversion at the same time.

    Risks and how to handle them

    • Enterprise buyers want a person

      Route enterprise-sized companies to a person at once.

    Evidence

    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
    • HiringGTM build team: a Product Manager - GTM for "internal platforms and automation that elevate team performance" and AI "within internal workflows", plus a Senior Software Engineer - GTM and a Software Engineer - GTM (posted September 2026). Sales development is hiring in Lehi, Guatemala, Lahore, Islamabad and Melbourne.Source
    • HiringEvery Podium job post: "Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics"; "In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year"; "deployed 10,000 AI employees"; "#1 AI Agent for Business Operations by G2".Source
  • 15

    Podium is hiring in Melbourne for a product manager for Operator and automotive AI in Australia, an automotive SDR and a sales development manager. The automotive site's case studies are US dealers.

    Medium impactMedium effort First result in 2 quarters Product Manager Automotive &…

    First action

    Ask the Melbourne team for two dealers willing to be case studies.

    How to measure it

    Australian demos

    Now
    –
    Target
    +40%
    By
    2 quarters

    Steps

    1. 1

      Find stories

      Two Australian dealers.

      Product Manager - Automotive & AI Products 1 month

    2. 2

      Write pages

      Local terms and integrations.

      Director of Demand Marketing 1 month

    3. 3

      Hreflang

      en-AU versions linked to the US pages.

      Web and SEO lead 1 week

    4. 4

      Route demos

      To Melbourne SDRs.

      Sales Development Manager - AI SaaS 1 week

    5. 5

      Promote

      Local search and dealer groups.

      Sales Development Manager - AI SaaS 1 quarter

    6. 6

      Measure

      Demos and closes.

      Product Manager - Automotive & AI Products monthly

    First result
    2 quarters
    Cost
    Staff time only
    Owner
    Product Manager Automotive & AI Products

    Smallest test

    Publish one Australian dealer story.

    Why it works

    Build an Australian automotive path: pages in Australian English with local integrations named, two case studies from Australian dealers, local phone numbers and pricing in AUD where shown, and a demo form routed to Melbourne.

    Dealers buy on peer proof from their own market, and the weekly dealer research the PM is hired for supplies the stories.

    Risks and how to handle them

    • Thin local proof at first

      Start with one strong story and add more.

    Evidence

    • HiringAustralia: a Product Manager - Automotive & AI Products in Melbourne (posted October 21, 2026) will "Define the strategy and roadmap for Operator and our automotive AI products in Australia", with "weekly user research with dealer principals"; a Sales Development Representative - Automotive and a Sales Development Manager are also hiring in Melbourne.Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
  • 16

    The www sitemap holds 263 webinar pages last updated in October 2024, while the vertical sites run new webinars. Old recordings still hold good answers from customers, buried in hour-long videos.

    Medium impactLow effort First result in 1 quarter Director of Demand Marketing

    First action

    Rank the old webinars by views.

    How to measure it

    Clip-assisted demos

    Now
    –
    Target
    50 a month
    By
    2 quarters

    Steps

    1. 1

      Rank

      Views and guests.

      Director of Demand Marketing 1 week

    2. 2

      Cut clips

      Two minutes each.

      Content Marketing Manager 1 month

    3. 3

      Publish

      On vertical product pages.

      Web and SEO lead 1 month

    4. 4

      Retire

      Redirect the rest.

      Web and SEO lead 1 week

    5. 5

      Share with sales

      Clip library by objection.

      VP of Sales 2 weeks

    6. 6

      Measure

      Views and demos.

      Director of Demand Marketing monthly

    First result
    1 quarter
    Cost
    Editing time
    Owner
    Director of Demand Marketing

    Smallest test

    Cut five clips from the top webinar.

    Why it works

    Pick the 20 webinars with the most views or best customer guests, cut two-minute answers to the questions owners ask most, publish them on the vertical sites next to the matching product pages, and retire or redirect the rest.

    Short clips get watched and reused by sales; a pruned library also helps search engines find what matters.

    Risks and how to handle them

    • Outdated product shown

      Use clips on outcomes, not old screens.

    Evidence

    • Your websiteOf 369 URLs in the www.podium.com page sitemap, 101 redirect, 23 return "not found" and one returns a server error; the sitemap also lists live template and test pages such as /master-dnd-template and /case-study/500-test (checked October 21, 2026). The www sitemap index lists 2,346 URLs in all, including 263 webinar pages last updated October 2024.Source
    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
    • Your websiteHome services sitemap (151 URLs): comparison pages against ServiceTitan, FieldEdge and Housecall Pro (none for Jobber); 23 case studies including "thumbs-up-servicetitan-to-podium-hvac", "spicewood-plumbing-servicetitan-to-podium" and "todayair-podium-fsm-10-days"; event pages for Service World 2026 and Trane Comfort Specialists 2026; webinars such as "podium-vs-fieldedge".Source

Big bets 3

Larger plays that can change the trajectory.

  • 17

    The demand director's post lists roofing, pest and landscaping among the trades to know, and the www sitemap already has roofing customer stories and pest control articles. The home services site has pages only for HVAC, plumbing, electrical and garage doors.

    High impactHigh effort First result in 3 quarters Director of Demand Marketing

    First action

    Count current customers in each trade.

    How to measure it

    Demos from new trade pages

    Now
    –
    Target
    100 a month
    By
    3 quarters

    Steps

    1. 1

      Size the base

      Customers per trade.

      Director of Demand Marketing 1 week

    2. 2

      Check fit

      With product.

      Product Manager, Home Services 1 month

    3. 3

      Build pages

      One trade at a time.

      Web and SEO lead 1 month

    4. 4

      Paid test

      Same budget per trade.

      Paid Media Manager 2 months

    5. 5

      Webinar

      One customer per trade.

      Director of Demand Marketing 1 quarter

    6. 6

      Decide

      Scale or stop.

      Director of Demand Marketing 1 quarter

    First result
    3 quarters
    Cost
    Test media budget
    Owner
    Director of Demand Marketing

    Smallest test

    Publish a roofing page with the three roofing stories.

    Why it works

    For each trade, check product fit (booking, estimates, seasonal work), then publish a trade page with existing stories, run a small paid test and a webinar with a customer, and compare cost per demo and activation with HVAC.

    Each trade is a new set of searches and associations, and the existing stories lower the cost of testing.

    Risks and how to handle them

    • Product gaps for a trade

      Start with the trade closest to HVAC needs.

    Evidence

    • HiringDirector of Demand Marketing (Lehi, posted September 11, 2026): "Think of this as the CMO of a sub-vertical: you own the monthly revenue, pipeline, and efficiency numbers". Direct reports own "trade show/events, partner marketing, webinars, third-party media, lifecycle and content marketing"; indirect reports cover "digital channels, AEO/SEO, and web". Works with the leaders of "other verticals (auto, aesthetics)"; nice to have: familiarity with "the home services trades (HVAC, plumbing, electrical, roofing, pest, landscaping, etc.)".Source
    • Your websiteThe www.podium.com sitemap still holds home-services stories for trades the home services site has no page for, such as Valley Roofing, Roof Life of Oregon and Valentine Roofing, plus pest control articles ("pest-control-marketing", "best-pest-control-crm-software").Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
  • 18

    Podium has 10,000 AI employees deployed across 60,000+ businesses. No one else can say how many calls local businesses miss, when, and what answering them is worth, by trade and city.

    High impactHigh effort First result in 3 quarters Director of Communications

    First action

    Pick the ten questions owners ask most.

    How to measure it

    Downloads

    Now
    –
    Target
    15,000
    By
    1 year

    Steps

    1. 1

      Questions

      Ten owner questions.

      Director of Communications 1 week

    2. 2

      Analyse

      Aggregated call data.

      Data Analyst 2 months

    3. 3

      Privacy review

      No business identifiable.

      Legal 1 month

    4. 4

      Write

      Report and vertical cuts.

      Director of Communications 1 month

    5. 5

      Launch

      Podcasts, social, trade press.

      Director of Communications 1 month

    6. 6

      Use in sales

      Local stats in outreach.

      VP of Sales ongoing

    First result
    3 quarters
    Cost
    Analyst time
    Owner
    Director of Communications

    Smallest test

    Publish one chart this month.

    Why it works

    Publish an annual report from aggregated, anonymised data: missed-call rates by hour and industry, response times, after-hours bookings and the revenue they represent. Launch it with the CEO on podcasts and in trade media, and give each vertical a cut.

    Original data earns citations from press and AI assistants and gives founder-led comms a fact base.

    Risks and how to handle them

    • Data privacy

      Aggregate and suppress small groups.

    Evidence

    • HiringEvery Podium job post: "Trusted by 60,000+ businesses across Auto, Home Services, and Aesthetics"; "In under 24 months, we crossed $100M in AI Agent ARR, scaling 300% year-over-year"; "deployed 10,000 AI employees"; "#1 AI Agent for Business Operations by G2".Source
    • HiringDirector of Communications (first in the role, posted August 6, 2026): a "founder-led comms function"; turn the CEO's point of view into "a steady drumbeat" on X and LinkedIn; podcasts over "traditional press"; "Hold a 4.5+ rating, monitored weekly, across all ten review platforms (G2, Capterra, and the rest)"; "track the Reddit threads, Facebook groups, and mentions where our industry talks about us"; cultivate "a network of Podium champions".Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
  • 19

    The automotive site shows Van Horn scaling AI across 15 dealerships, and Podium is hiring a VP of Enterprise Sales and enterprise AEs. Home services has its own groups: owners and investors buying up HVAC and plumbing companies, who want one system across many shops.

    High impactHigh effort First result in 4 quarters VP

    First action

    List home services customers with three or more locations.

    How to measure it

    Group deals

    Now
    –
    Target
    10 a year
    By
    4 quarters

    Steps

    1. 1

      List groups

      Customers and targets.

      VP, Enterprise Sales 1 month

    2. 2

      Design offer

      Rollout and reporting.

      VP, Enterprise Sales 1 month

    3. 3

      Product gaps

      Group views in Operator.

      Senior Director of Engineering, AI Agents 1 quarter

    4. 4

      Case study

      Largest multi-shop customer.

      Director of Demand Marketing 2 months

    5. 5

      Outreach

      Groups and their investors.

      Enterprise Account Executive 2 quarters

    6. 6

      Review

      Win rate and expansion.

      VP, Enterprise Sales quarterly

    First result
    4 quarters
    Cost
    Enterprise sales time
    Owner
    VP, Enterprise Sales

    Smallest test

    Pitch one existing multi-shop customer on a group rollout.

    Why it works

    Build a multi-location offer for home services groups: rollout plan, group reporting in Operator, central call handling with local booking, and a case study from the largest multi-shop customer. Target groups through their investors and integration teams.

    One group deal equals dozens of single-shop sales, and acquisitions create new sites every quarter.

    Risks and how to handle them

    • Long sales cycles

      Start with groups already using Podium in one shop.

    Evidence

    • HiringVP of Sales (posted August 28, 2026) builds the SMB sales strategy and must understand "the competitive landscape to inform our broader strategy to win the Home Services vertical". A VP, Enterprise Sales and an Enterprise Account Executive are also open.Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 20

    The home services site offers a recording ("Listen to a Voice AI call"). Owners judge a phone agent by talking to it, not by hearing someone else.

    Medium impactLow effort First result in 1 month Director of Demand Marketing

    First action

    Set up one sample HVAC shop agent.

    How to measure it

    Demo-line callers who book

    Now
    –
    Target
    20%
    By
    2 quarters

    Steps

    1. 1

      Build the agent

      Sample HVAC shop.

      Senior Director of Engineering, AI Agents 1 week

    2. 2

      Publish the number

      Homepage and trade pages.

      Web and SEO lead 1 day

    3. 3

      Follow-up text

      Link to book a demo.

      Marketing Operations 1 day

    4. 4

      Add verticals

      Dealership and medspa.

      Senior Director of Engineering, AI Agents 1 month

    5. 5

      Review calls

      Weekly quality check.

      Senior Director of Engineering, AI Agents weekly

    6. 6

      Measure

      Calls, texts, demos.

      Director of Demand Marketing monthly

    First result
    1 month
    Cost
    Call minutes
    Owner
    Director of Demand Marketing

    Smallest test

    Put the HVAC number on the HVAC page for two weeks.

    Why it works

    Publish a demo number per vertical that rings a Podium AI employee set up as a sample HVAC shop, dealership or medspa. Callers can book a fake job, then get a text with a link to book a real demo.

    A live call proves quality in 60 seconds and captures warm leads by text.

    Risks and how to handle them

    • Prank calls

      Rate-limit and monitor.

    Evidence

    • Your websiteHome services site: "The #1 AI Operating System for home services"; Larry, the AI employee, "books the job onto your dispatch board"; field service management (dispatch, estimates, price book, payments); an AI Membership Coordinator that "texts your maintenance customers" so "Your slow season fills itself"; Operator, the AI Business Manager; "Built for HVAC, plumbing, and electrical"; plans are "Get a quote".Source
    • Your websiteCustomer proof on the homepage: Madera Toyota went from 600 back to "1,200+ appointments monthly with fewer staff members"; Central Maine Motors' show rate is 82%; Top Mechanical saved "$40K annually with Voice AI"; Air Design booked 166 jobs; Results Medical Aesthetics booked 55 appointments after hours in 30 days. The automotive site has a Van Horn case study "scales AI across 15 dealerships".Source
  • 21

    Podium already has a Podium Champions advocacy page, and the communications director will track Reddit threads and Facebook groups where the industry talks about Podium. Owners trust other owners there far more than a vendor.

    Medium impactLow effort First result in 1 quarter Director of Communications

    First action

    Invite 20 happy customers in home services to the program.

    How to measure it

    Champion referrals

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Recruit

      20 per vertical.

      Director of Communications 1 month

    2. 2

      Benefits

      Early access and product line.

      Director of Communications 2 weeks

    3. 3

      Disclosure rules

      Clear guidance.

      Legal 1 week

    4. 4

      Monthly call

      With the CEO.

      Director of Communications monthly

    5. 5

      Track

      Referral links per champion.

      Marketing Operations 1 week

    6. 6

      Thank

      Public recognition.

      Director of Communications quarterly

    First result
    1 quarter
    Cost
    Program costs
    Owner
    Director of Communications

    Smallest test

    Run one champion call.

    Why it works

    Recruit champions per trade, give them early access and a direct line to product, and invite them (with disclosure) to share their results when owners ask for recommendations. Host a monthly champion call with the CEO.

    Peer voices in owner communities shape shortlists before sales ever calls.

    Risks and how to handle them

    • Looks like astroturf

      Always disclosed, never scripted.

    Evidence

    • Your websiteManufacturer partner pages on www.podium.com for Trane, Carrier, Rheem and Bryant; the Trane page offers "qualifying dealers a one-year head start with the Pro Package". A Podium Champions customer advocacy page invites customers to "share what impact Podium has had on your business".Source
    • HiringDirector of Communications (first in the role, posted August 6, 2026): a "founder-led comms function"; turn the CEO's point of view into "a steady drumbeat" on X and LinkedIn; podcasts over "traditional press"; "Hold a 4.5+ rating, monitored weekly, across all ten review platforms (G2, Capterra, and the rest)"; "track the Reddit threads, Facebook groups, and mentions where our industry talks about us"; cultivate "a network of Podium champions".Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Prospect lists1The list compiled from public sources, verified, deduplicated and delivered to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
ProgrammableDigital

Show it, don't just describe it

These ideas need something to show: a demo, a video, an animation, graphics or a deck. Digital turns screenshots or the site into all of them, in the company's own brand.

Make a demo (opens programmable.digital in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. Podium did not commission, review or endorse it, and Programmable is not affiliated with Podium. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Podium runs its business.

Something wrong, or do you represent Podium? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Trade redirects, one customer count, homepage title and headings, speed, sitemap cleanup and a Jobber comparison.

  2. Days 31 to 6012 ideas

    Events, the switch program, reviews, founder content, partner pages, the calculator, the 30-day score, AI on inbound, Australia and the webinar library; the demo line and champions.

  3. Days 61 to 903 ideas

    Commit to the big bets: new trades, the missed-calls report and home services groups.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value every call answered, including after hours. The most cited problem: missed calls and slow lead response.

  • Fewer staff needed for the same appointments
  • Staff shortages at the front desk
  • In their words: “every call answered”

Market

Competitive landscape

5 competitors compared: ServiceTitan, Housecall Pro, Jobber, Avoca AI and 1 more.

  • Gap to exploit: AI front office plus field service in one system for small contractors
  • ServiceTitan: Complex for smaller shops
  • Housecall Pro: AI call handling is not its core

Hiring signals

Podium is organising around verticals and selling hard.

  • Director of Demand Marketing: Owns a vertical's pipeline, events, partners, webinars and AEO/SEO. Ideas 1, 6, 7, 11, 12, 16, 17.
  • VP of Sales: Win the home services vertical. Ideas 6, 8.
  • Director of Communications: Founder-led comms, 4.5+ on ten review sites, community. Ideas 2, 9, 10, 18, 21.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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