The Site Shed
The Site Shed is a tradie podcast designed to assist and educate trade based business owners around the globe with business related topics and current affairs.
The podcast is targeted to tradespeople and contractors like plumbers, builders, electricians, tilers, roofers, locksmiths, landscape gardeners & horticulturalists, printers, chefs, hairdressers, however it is a small business podcast so it also suits anyone that is in business.
Facilitated by former plumber Matt Jones, this podcast addresses topics related to the trades, such as; apprenticeships, technology, business tools, web, digital, cloud, content creation, SEO, marketing, as well as regular guest appearances from co-host specialists, successful case studies, good and bad experiences and lot's of do's and don't that have been learned through the school of hard knocks.
Matt's unique approach to communicating relevant topics is both refreshing and enjoyable. His experience as a plumber of 12 years, combined with his knowledge of the digital and business space as the owner of Tradie Web Guys, a company that helps tradespeople and contractors grow their online presence, you're sure to transform your earbuds, into a university.
The Site Shed
Using personalised automation to improve the lead-to-cash workflow | ft. Paul Jackson | Ep.419
Are you struggling with managing your trade business as it grows?
Discover how to transform your trade business using automation! Learn how to streamline your operations with QuickBooks and Xero integration, eliminating bottlenecks and manual errors. Our guest shares insights on how to make your business more efficient and profitable. Whether you’re scaling your team or looking to improve workflows, these practical tips are a game-changer.
Don’t miss out on tips for improving your business processes, managing your leads, and handling customer payments more efficiently.
Watch the video version of this podcast at https://youtu.be/6URNgGvKD3s
Discussion Points:
00:00 Introduction
02:05 The Challenges of Scaling and the Role of Integrated Software Solutions
05:35 The Importance of Separating CRM and Accounting Systems
10:20 Customisation with No-Code Platforms
13:01 The Benefits of No-Code Platforms and the Shift Towards All-in-One Systems
15:35 Common Apps and Processes in Small Businesses
19:46 Ensuring Quality Control in the Customisation Process
22:05 Automating Processes: Estimating and Payment Collection
30:21 Streamlining Processes and Eliminating Bottlenecks
39:10 The Future of No-Code Solutions and AI Integration
43:03 Identifying Problems and Seeking Solutions
Resources:
Get Paul’s Work Checklist for FREE here: https://www.method.me/siteshed
Visit Method’s website: https://www.method.me
Connect with Paul via email at paul@method.me
Get social with Paul: @PaulAlexJackson
Check this out:
- Guarantee 30 Qualified Project Quotes Over The Next 90 Days! Learn more here: https://tradie.wiki/pod
- Learn more about the CRM that DOES IT ALL for your trade business! Just click on this link: https://tradiehub.net
- Join a global community of 6000+ trade professionals https://www.facebook.com/groups/TheSiteShed
Connect with me on LinkedIn. For more podcast episodes, you can also visit our website.
Thank you for tuning in!
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