Atlas in Marketing Pro is a new feature that uses AI to analyze your ServiceTitan data and deliver personalized, expected-revenue-ranked campaign recommendations directly inside Campaign Manager.
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What's new?
Before Atlas, choosing which marketing campaigns to run meant browsing a template library, identifying the right audience, and configuring everything from scratch. Teams without dedicated marketing staff often delayed or skipped high-value follow-ups like unsold estimate reminders, membership renewals, and re-engagement campaigns.
Atlas in Marketing Pro changes this by surfacing AI-powered campaign recommendations ranked by expected revenue impact or audience size. Recommendations now appear directly in Campaign Manager as a hero panel with cards you can act on immediately. You can also open Atlas from the Autopilot Library to get recommendations for campaigns using starter prompts or a conversational chat interface. Atlas suggests the strategy, builds the audience, drafts the message, and walks you through launch. You can also ask Atlas how your campaigns are performing and what to improve next.
Before and After
Before (Current)
Go to Marketing and click Create Campaign and choose Autopilot.
Browse the template library and select a campaign without guidance on what will drive the most revenue.
Manually adjust the email copy switch to Advanced Editing to manually edit the audience and content.
Launch the campaign and monitor results separately.
Impact: Campaign setup takes significant time and requires marketing expertise. High-value opportunities like unsold estimates or expiring memberships are missed because there is no prioritized guidance.
Try the current workflow in your account.
After
Go to Marketing and open Campaign Manager. Atlas recommendations appear at the top of the screen, ranked by revenue impact.
Review a recommendation card to see the campaign summary, audience size, and expected impact.
Click the recommendation to open Atlas and refine the audience, messaging, or strategy through a conversational interface.
Launch the campaign directly from Atlas. You can launch multiple campaigns in minutes.
Ask Atlas how your campaigns are performing and what to improve next.
Impact: Campaign creation goes from hours of manual research and setup to minutes of guided, AI-assisted launch. Revenue-driving opportunities are surfaced automatically so your team acts on the highest-impact campaigns first.
Who uses this feature
All business types
Administrators, Managers, and other office employees who manage marketing campaigns
Region availability: All regions
How it works for your industry
Residential Service and Replacement
Atlas reviews your ServiceTitan data and flags that 127 customers have unsold estimates worth $47,000. It recommends an automated email campaign targeting those customers with a follow-up message. You launch the campaign in under five minutes.
Your membership renewal rate has dropped. Atlas identifies 89 memberships worth $24,000 that expire next month and recommends an SMS reminder campaign ranked by revenue impact. You review the audience and launch with one click.
Atlas detects 156 customers who have not booked in over 12 months. It recommends a re-engagement campaign with a seasonal tune-up offer and drafts the email copy for you to review before sending.
Commercial Service and Replacement
Atlas identifies a backlog of 42 open commercial estimates totaling $180,000 and recommends a follow-up email campaign. You refine the audience in the chat interface to target estimates older than 30 days and launch the campaign.
Atlas surfaces a renewal reminder campaign targeting 67 commercial accounts and ranks it by expected revenue. You review the messaging and send.
Atlas flags that 23 high-value commercial accounts have not booked service in six months. It recommends a re-engagement campaign with a priority service offer and helps you customize the message for commercial property managers.
Residential Construction
Atlas identifies 34 project estimates that have not converted and recommends a follow-up campaign. You adjust the messaging to highlight financing options and launch the campaign targeting homeowners with pending renovation estimates.
Atlas recommends a campaign promoting spring remodeling services to past customers. You review the audience segment and launch the campaign.
Commercial Construction
Atlas recommends a follow-up sequence targeting facility managers who received estimates in the last 60 days. You refine the audience and launch an email and SMS campaign.
How to prepare?
Confirm your account has Marketing Pro. If you don't already have Marketing Pro and are interested, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have Atlas in Marketing Pro and any prerequisite configurations enabled.
Identify which team members manage your marketing campaigns and make sure they have access to Marketing Pro. Atlas recommendations appear in Campaign Manager for all office employees with Marketing Pro access.
Review your current campaign strategy and note any high-priority opportunities like unsold estimates, expiring memberships, or inactive customers. Atlas will surface these automatically, but knowing your priorities helps you act on recommendations faster.
Train your team on how to use the Atlas conversational interface. Atlas can suggest strategies, build audiences, draft messages, and explain campaign performance. Share these capabilities with your marketing team so they can take full advantage.
Bookmark any knowledge base articles or Academy videos for team training.