How Trellis works.
Surface, execute, and measure every customer opportunity — with full manager visibility into what's happening across the team.
Surface the opportunities
Your team already knows where the revenue is. Managers, service managers, techs, schedulers, and sales reps bring the lists to Trellis — cold estimates, lapsed renewals, customers who haven't been contacted, stalled proposals. Trellis operationalizes the outreach so nothing gets dropped, regardless of who's handling it.
- Cold estimates and proposals
- Lapsed renewals and service contracts
- Uncontacted past customers
- Additional services identified on-site
- Missed scheduling opportunities
Execute the outreach
AI drafts a personalized, role-specific follow-up message based on the situation — the customer, the service line, the scenario, and the goal. The team member reviews it, adjusts if needed, and sends through their normal channel. Under 2 minutes. No new tools to learn.
- AI-drafted messages by role and scenario
- Customizable tone and communication style
- Email and text channel support
- Service-line specific context built in
- Consistent quality regardless of who sends it
Measure what's working
Managers get a real-time dashboard showing every opportunity, every follow-up, and every outcome. Revenue gets attributed directly to follow-up activity. Coaching insights surface automatically — so managers know which team members need support and which scenarios are generating the most return.
- Team performance by individual and role
- Revenue influenced and generated
- Conversion rates by scenario
- Coaching insights surfaced automatically
- Consistency score across the team
Ready to use on day one.
Trellis ships with pre-built scenarios configured for service trades — no setup required for the most common follow-up situations.
Job Completed — Simple Follow-Up
Thank the customer, check satisfaction, and open the door for future needs.
Suggest Additional Service
Follow up on work identified on-site that wasn't part of the original job.
Estimate / Opportunity Follow-Up
Reach back out on cold proposals and stalled contracts before they're lost.
Existing Customer Re-Engagement
Reconnect with customers who haven't been contacted in months.
Overdue for Service — Missed Follow-Up
Proactively reach out when scheduled service hasn't been booked.
Renewal / Contract Review Check-In
Start the renewal conversation before the contract expires.
Finally, a manager's view of customer opportunity execution.
Trellis gives branch managers and operations leaders real-time visibility into what's happening — who's following up, what's converting, and where the gaps are.
See it in action.
We'll walk you through the platform using your service lines and team structure — not a generic demo.
Book a Demo