LIVE WEBINAR
New Year Planning & Preparation - Back 2 Basics Webinar Series
September 30th 2025
11:00 am (pst)
Guest speakers
Tim Sjobeck
Senior Program Facilitator
ServiceTitan
Full bio
Joel Pachefsky
Senior Program Facilitator
ServiceTitan
Full bio
Are you a ServiceTitan customer looking ahead to 2026 and you don’t know when or how to start? Join us to learn more about how you can use ServiceTitan as a tool when you do your new year planning and prep. We’ll talk through using ServiceTitan to help you figure out your revenue goals for 2026 and how to get there.
We’ll discuss the importance of ensuring your ServiceTitan data looks good so you can plan appropriately. We’ll talk through a few different features within ServiceTitan (like dashboards, reports, and other KPIs) to help you figure out the specific KPIs you need to hit in order to achieve your revenue goals for next year.
Remember, this is a Back 2 Basics webinar! We’ll cover these features at a high-level to give you a good place to start.
We'll be joined by Tim Sjobeck and Joel Pachefsky, both Sr. Program Facilitators at ServiceTitan, to talk about new year planning and prep.
All registrants will receive a follow-up email with a link to the recording and any relevant resources after the live event.
What you will learn:
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When and how do we start? It might feel a little early, but it’s time to start thinking about your business in 2026! Let’s take charge of your new year planning & preparation.
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Ideas on looking back: Closing out the previous year, taking a look at your previous company goals – what worked well and where you fell short.
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Ideas to look to 2026: Organizing and prioritizing your company goals, budgets and forecasting, and how ServiceTitan fits into the picture by setting your KPI goals.
Meet your speakers
