Free resources
How to run a trade office — the playbooks, free.
Sales
2 resources
Playbook
The 15-minute lead response playbook
Speed-to-lead targets, the anatomy of a first reply that books a site visit, qualifying questions by trade, and a follow-up cadence that doesn't nag.
6 min read
Guide
Writing quotes that convert
The structure of a quote customers say yes to, inclusions and exclusions that prevent arguments, getting GST right, and the follow-up schedule after it's sent.
5 min read
Operations
3 resources
Playbook
Running subcontractors without the chaos
Onboarding and compliance, briefing and awarding work, purchase orders before anyone starts, defects, and checking invoices before you pay.
7 min read
Playbook
The weekly office rhythm
A daily digest, a Monday briefing and Friday numbers — the simple cadence that keeps a trade business reviewed every week instead of every quarter.
5 min read
Guide
Automations that pay off first
Where to start automating a trade office — lead intake, digests, invoice-to-accounts, reminders — and the one rule that keeps automation from embarrassing you.
5 min read
Finance
1 resource
People
1 resource