Comprehensive go-to-market strategy to acquire clients from Workiz's 120,000+ service professional customer base across 20+ field service verticals.
Why Workiz's 120,000+ service pros represent the single highest-density client acquisition channel for OA in field services.
Founded 2015 in San Diego, CA. Led by CEO Adi Messe. 157 employees. $60.3M total funding from G Squared, Lead Edge Capital, and others. Serving 120,000+ field service professionals across North America.
Small to mid-sized field service businesses (2-50 employees). Sweet spot: owner-operators scaling from 3-15 techs. Industries include HVAC, plumbing, electrical, locksmith, junk removal, pest control, and 15+ more verticals.
Standard: $275/mo (5 users). Pro with AI: $325/mo (5 users). Ultimate: custom pricing. Add-ons: $40-45/user/mo. Phone, SMS, AI modules extra. Typical customer spends $300-600/mo.
Every Workiz customer is already spending $275-600+/mo on software to manage their business. They're growth-minded, process-oriented, and actively investing in operations. These are NOT scrappy startups... they're scaling service companies who understand the value of systems.
Workiz gives them the tool. OA gives them the person to run the tool. Every Workiz feature (scheduling, dispatching, invoicing, CRM, phones) is a task a VA can own. The pitch writes itself: "You bought the software. Now hire someone to maximize it."
If OA converts just 0.5% of Workiz's 120K users = 600 new clients at $1,895/mo = $1,137,000/mo or $13.6M/year in new recurring revenue.
$190K-$284K/mo recurring
$569K-$948K/mo recurring
Each new client = nearly $45.5K LTV
| Platform | Users | Target Size | Starting Price | OA Opportunity |
|---|---|---|---|---|
| Workiz | 120,000+ | SMB (2-50) | $275/mo | Primary Target |
| Jobber | 200,000+ | SMB (1-20) | $49/mo | Future Partner |
| Housecall Pro | 200,000+ | SMB (1-30) | $79/mo | Future Partner |
| ServiceTitan | 100,000+ | Mid-Enterprise | $350+/tech | Different Tier |
| FieldPulse | 10,000+ | SMB (1-20) | $99/mo | Smaller Pool |
Podcast Connection: Brad had Workiz CEO Adi Messe on the Automate & Delegate podcast. This personal relationship is the foundation of everything. Adi already knows Brad's story and OA's value proposition.
Official Partner Listing: OA is already listed on Workiz's partner page (workiz.com/partners). This gives us credibility, referral infrastructure, and co-marketing rights. We need to maximize what's already built.
Partner Program Tiers: Workiz offers Service Partner, Reseller, Affiliate, and Integration tracks. OA fits as a Service Partner (helping service businesses grow). Affiliate tier pays $6K for every 5 customers referred. Maximize both directions.
Complete analysis of every vertical Workiz targets, ranked by VA opportunity score for OA client acquisition.
| Industry | Est. Workiz Users | Avg Company Size | VA Tasks | Priority | VA Score |
|---|---|---|---|---|---|
| HVAC | 18,000-22,000 | 5-25 techs | Scheduling, dispatch, invoicing, follow-up | Tier 1 | 9.5/10 |
| Plumbing | 14,000-18,000 | 3-15 techs | Emergency dispatch, estimates, CRM | Tier 1 | 9.5/10 |
| Electrical | 10,000-14,000 | 3-15 techs | Permit tracking, scheduling, invoicing | Tier 1 | 9.0/10 |
| Locksmith | 8,000-12,000 | 1-8 techs | 24/7 call handling, dispatch, billing | Tier 1 | 9.5/10 |
| Garage Door | 6,000-10,000 | 3-12 techs | Scheduling, estimates, follow-up calls | Tier 1 | 9.0/10 |
| Junk Removal | 8,000-12,000 | 2-10 crew | Booking, routing, invoicing, reviews | Tier 1 | 9.0/10 |
| Pest Control | 6,000-10,000 | 3-20 techs | Route planning, recurring scheduling, CRM | Tier 2 | 8.5/10 |
| Appliance Repair | 6,000-10,000 | 2-8 techs | Parts ordering, scheduling, invoicing | Tier 2 | 8.5/10 |
| Carpet Cleaning | 6,000-9,000 | 2-8 techs | Booking, follow-up, review management | Tier 2 | 8.0/10 |
| Restoration/Water Damage | 4,000-7,000 | 5-25 crew | Emergency dispatch, insurance claims, docs | Tier 2 | 9.0/10 |
| Moving | 4,000-7,000 | 3-15 crew | Booking, estimates, logistics, billing | Tier 2 | 8.0/10 |
| Landscaping/Lawn Care | 5,000-8,000 | 3-20 crew | Route scheduling, estimates, CRM | Tier 2 | 7.5/10 |
| Roofing | 3,000-6,000 | 5-30 crew | Estimates, insurance claims, scheduling | Tier 3 | 8.0/10 |
| Handyman | 4,000-7,000 | 1-5 techs | Booking, invoicing, customer follow-up | Tier 3 | 7.0/10 |
| Cleaning Services | 5,000-8,000 | 3-15 crew | Recurring scheduling, quality checks | Tier 3 | 7.5/10 |
| Pressure Washing | 3,000-5,000 | 1-5 techs | Booking, estimates, reviews | Tier 3 | 7.0/10 |
| Painting | 2,000-4,000 | 3-12 crew | Estimates, scheduling, invoicing | Tier 3 | 7.0/10 |
| Pool Service | 2,000-4,000 | 2-8 techs | Route management, recurring scheduling | Tier 3 | 7.5/10 |
| Snow Removal | 1,000-3,000 | 2-10 crew | Weather-triggered dispatch, billing | Tier 3 | 6.5/10 |
| IT Services | 2,000-4,000 | 2-10 techs | Ticketing, scheduling, remote support | Tier 3 | 8.0/10 |
| Property Maintenance | 2,000-4,000 | 3-15 crew | Multi-property scheduling, vendor coord | Tier 3 | 7.5/10 |
Why these 6 industries first: Highest call volume (emergency services), most complex scheduling needs, highest customer LTV, most admin pain. HVAC alone has 18K-22K Workiz users who desperately need someone to handle their dispatch board, follow-up calls, and invoice management while techs are in the field.
Seasonal demand spikes, 24/7 emergency calls, complex scheduling across install vs. service. VA handles dispatch, follow-up, warranty tracking, parts ordering.
Emergency-heavy, high call volume. VA handles after-hours dispatch, estimate follow-ups, permit coordination, review requests.
Permit-heavy workflow, inspection scheduling, code compliance tracking. VA manages Workiz calendar, permit status, customer communication.
True 24/7 emergency service. VA is the overnight/weekend dispatcher. Handles Workiz call queue, routes techs, processes payments in real-time.
Mix of emergency repairs and scheduled installs. VA manages Workiz pipeline from lead to completed job, handles warranty claims.
High booking volume, route optimization critical. VA manages Workiz scheduling, sends quotes, processes invoices, requests reviews.
Maximize ROI from Workiz events through pre-conference positioning, on-site presence, and aggressive post-event follow-up.
Conference Status: Workiz dealer conference details (dates, location) are not yet publicly announced for 2026. Brad should reach out to Adi Messe directly to get confirmed dates, secure a speaking slot, and negotiate sponsorship/booth placement ASAP. The strategy below is ready to deploy once dates are confirmed.
If booth + sponsorship costs $5,000-$15,000 and converts 10 clients at $1,895/mo = $18,950/mo recurring = $227,400/year. That's a 15-45x ROI on the conference investment.
Joint campaigns, content, and programs to reach Workiz's entire customer base through their own channels.
Build 5-6 joint case studies with real OA clients who use Workiz. Format: Before/After metrics, owner testimonial, specific Workiz features the VA manages. Publish on both sites.
Every task a VA can perform inside Workiz, mapped by feature, with a "Day in the Life" walkthrough.
The average missed service call is worth $250-$500 in revenue. If a VA captures just 5 extra calls/week that would have been missed = $65,000-$130,000 in additional annual revenue. The VA pays for itself in the first month.
Customized pain points, VA task lists, cold email templates, and Facebook group scripts for Workiz's top 5 industries.
Target Groups: Workiz Field Service Pros Community, plus industry-specific groups (HVAC techs, plumbing business owners, locksmith forums, junk removal operators, garage door pros).
Engagement Approach: Never pitch directly. Lead with value. Answer operational questions. Share delegation frameworks. Only mention OA when someone explicitly asks about hiring or admin help. Build Brad's reputation as the "delegation expert" in the group.
Example Comment: "I work with a lot of [industry] companies on this exact problem. The game-changer for most of them was getting a dedicated person to manage their FSM software full-time... not a part-time office person splitting 10 responsibilities, but someone whose ONLY job is dispatch, follow-up, and invoicing. The ROI is usually obvious within the first month because they start catching every call and following up on every estimate. Happy to share more if anyone's interested."
Multi-channel strategy to reach Workiz users and field service business owners where they already are.
Build segmented lists in Apollo.io for each Workiz industry vertical. Enrich with company size, revenue, tech stack (filter for Workiz users where possible). Run 5-email sequences with industry-specific messaging. Target: 500 new prospects/month across all verticals.
Automated campaign agents using Claude Code to run the Workiz client acquisition machine on autopilot.
Architecture Overview: Five dedicated AI agents running on recurring schedules via Cyndra. Each agent has a specific function, defined tools, and measurable output. Sterling orchestrates and monitors all agents. Brad reviews dashboards and approves outbound content.
What it does: Generates social media content tailored to each Workiz industry vertical. Creates LinkedIn posts, Facebook group comments, Instagram captions, and short-form video scripts about field service delegation.
What it does: Refreshes and enriches the field service prospect list using Apollo.io. Searches for new companies in each Workiz vertical, enriches with contact data, and segments by industry, company size, and geography.
What it does: Takes enriched leads from Agent 2 and generates personalized cold email drafts using industry-specific templates. Personalizes based on company details, industry pain points, and any available Workiz signals.
What it does: Monitors Workiz Facebook group and industry-specific groups for posts about hiring, admin frustration, missed calls, or scaling challenges. Drafts value-first comment responses for Brad to post.
What it does: Compiles metrics across all campaign channels into a unified dashboard. Tracks leads, conversions, email performance, social engagement, and pipeline value from the Workiz campaign.
Month-by-month execution plan with client acquisition targets and budget allocation.
Expected Year 1 return: 100-170 clients at $1,895/mo = $190K-$322K/mo by month 12. Even at the low end, that's a 50x+ ROI on the marketing investment within the first year.
Complete inventory of everything that needs to be created to execute this plan.
| Asset | Type | Status | Priority | Owner |
|---|---|---|---|---|
| Field Service Landing Page (outsourceaccess.com) | Web Page | To Build | High | Sterling |
| Workiz + OA One-Pager (per industry x6) | To Build | High | Sterling | |
| ROI Calculator (interactive web tool) | Web App | To Build | High | Sterling |
| Case Study Template | Doc/PDF | To Build | High | Sterling |
| 3-5 Case Studies (field service clients) | Doc/PDF + Web | To Build | High | Sterling + Brad |
| Cold Email Templates (6 industry versions) | Email Copy | Done | High | Sterling |
| "Day in the Life" Video Script | Video Script | To Build | Medium | Sterling |
| Webinar Slide Deck (co-branded) | Presentation | To Build | Medium | Sterling |
| Conference Booth Banner Design | Design File | To Build | Medium | Design Team |
| Social Content Calendar (90 days) | Spreadsheet | To Build | Medium | Sterling Agent 1 |
| Apollo.io Prospect Lists (6 industries) | CRM Lists | To Build | High | Sterling Agent 2 |
| HubSpot Pipeline (Workiz Channel) | CRM Config | To Build | High | Sterling |
| Podcast Pitch Email (for guesting) | Email Copy | To Build | Medium | Sterling |
| Workiz VA Training Manual | Doc/Guide | To Build | Medium | Sterling + OA Ops |
| "I Delegated My Workiz" Sticker Design | Design File | To Build | Low | Design Team |
| Conference Promo Cards (QR + Calendly) | Print Design | To Build | Low | Design Team |
Step-by-step execution checklist. Everything Brad and Sterling need to do to launch this campaign.
Year 1 Success Criteria: 100-170 new clients acquired through the Workiz partnership channel. $190K-$322K/mo in recurring revenue by month 12. Workiz partnership positioned as the #1 client acquisition channel for OA's field service vertical. Blueprint established to replicate with Jobber, Housecall Pro, and ServiceTitan partnerships in Year 2.