• Using personalised automation to improve the lead-to-cash workflow | ft. Paul Jackson | Ep.419

  • Oct 1 2024
  • Length: 45 mins
  • Podcast

Using personalised automation to improve the lead-to-cash workflow | ft. Paul Jackson | Ep.419

  • Summary

  • 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!

    If you enjoyed this podcast and this series, please take 5 to leave us a review:

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