The Contractor's Guide to Business Automation: Tips and Tools

Welcome to our latest video, The Contractor's Guide to Business Automation: Tips and Tools. As a contractor, your time is valuable and it's important to use it efficiently. Automation can help you to streamline your business processes, saving you time and increasing your productivity.

In this video, we'll be sharing some practical tips and tools to help you automate your business. We'll cover topics such as automating estimates, scheduling appointments, and managing invoices. We'll also show you how to use technology to improve communication and collaboration with your team and clients.

One of the key areas where automation can help contractors is in the estimating process. We'll show you how to use tools such as estimating software to quickly and accurately create estimates for your projects. This can save you time and reduce the chances of errors.

Another area where automation can be helpful is in scheduling appointments. We'll show you how to use tools such as calendar and appointment scheduling software to schedule and manage appointments with clients and team members. This can save you time and help to keep your schedule organized.

Lastly, we'll cover how to automate invoicing and payments, and how it can improve cash flow and reduce administrative tasks.

Automation can be a game changer for contractors, helping them to save time, increase productivity and focus on the most important aspects of their business. Thanks for watching, stay tuned for more videos on contractor's business automation.

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Mike Claudio is a seasoned sales and business development professional with 15+ years of sales and sales leadership experience. He has helped several construction companies grow from a leadership position and decided to turn that into a career as a sales consultant and coach for professionals in the construction industry via starting WinRate Consulting in early 2018. So far Mike has worked with over 25 companies and helped several grow by 7-figures in process.

Mike is driven by helping business owners and sales professionals reach their potential by teaching his best practices created through on the job training with sales and leadership roles in several types of industries and business types along the way. He is a published author, a professional speaker, multiple business owner, Father, and Husband.

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[katymartin]

I've completely automated all of accounts receivable for a 3 million roofing company with an email/text workflow, almost eliminating any AR over 60 days. It can be done without compromising the customer experience :) You just have to put the same level of care and personality into your messaging.