A plug-and-play guide to attracting and keeping skilled trades, including job post templates, onboarding checklists, and automated follow-up flows for hiring.

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The Off-Season Cashflow Guide

A 7-step guide to generate leads and quote jobs during slow seasons, includes reactivation templates and emergency marketing playbooks.

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The ‘Red Tape’ Prep. Sheet

A checklist that streamlines the common paperwork issues, with templates to automate follow-ups, inspections, and client notifications.

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The 1-Page Jobsite Dash.

A customizable dashboard template that tracks job progress, tasks, deadlines, and crew accountability , designed for foremen and managers.

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The Material Mitigation Toolkit

Includes scripts to manage client expectations, follow-up automations, and a dynamic schedule adjuster to reduce chaos when supplies go quiet.

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The Lead & Quote Flow Fix

Audit and action checklist to fix lead intake, quote response time, and follow-up — includes a sample automation flow and your 24-hour fix offer.

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The Pre-Build Client System

A pre-written set of templates to keep clients informed before, during, and after a project, includes milestone updates and invoice reminders.

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The 5-Day Cashflow Guide

Includes a billing checklist, deposit-taking strategies, automated invoice reminder flows, and scripts to collect faster without damaging relationships.

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The Jobsite Safety Pack

Automated SMS/email scripts and printables for daily check-ins, safety reminders, and incident logging; helps keep compliance and culture strong.

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The Contractor’s Comp. Blueprint

A short workbook that helps contractors identify and communicate their edge: includes a checklist, worksheet, and a ‘win-the-job’ follow-up script.

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Helping Builders to Quote Better, Win Faster, and Work Smarter in 30 Days or Less.

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