Insights
Automation
The repeat work that should run itself, and which piece is worth starting with.
4 articles
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Do you need a CRM? A test for a five-person trade business
Five questions that tell you whether a customer database would help, what it replaces, what to look for, when a spreadsheet is enough, and what to avoid.
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Get paid the day you send the bill
Invoicing and payments for contractors: estimates that become invoices, deposits, card and ACH, reminders, what the fees buy, and when to keep checks.
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Online booking for trades: what to set up first
When online booking helps a trade business and when it hurts, the minimum setup worth doing, and how it should connect to your calendar and your CRM.
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Review requests that actually get answered
Why most review asks get ignored, a three step ask that works for a trade business, how to reply to reviews including bad ones, and what never to do.
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