6 guides
Operations & Growth
The operating side of a sales-driven contractor business: scheduling reps, tracking the right numbers, choosing a CRM, and planning capacity so booked appointments turn into revenue.
All operations & growth guides
- Buying guide · 3 min readChoosing a CRM for a Home Improvement Company: What Actually MattersWhat matters when choosing a CRM for a home improvement company — source tracking, alerts, scheduling, mobile, texting, automation, reporting.
- How-to · 3 min readHiring an In-Home Sales Rep for Your Contracting BusinessWhen to hire your first in-home sales rep, what to look for, how to structure pay, how to interview with role-plays, and how to onboard so the hire succeeds.
- Case study (illustrative) · 4 min readScaling a Remodeling Company's Sales: An Illustrative Case StudyAn illustrative scenario showing how a remodeler could plan sales growth — funnel math, fixing leaks first, the first sales hire, and capacity.
- How-to · 3 min readScheduling In-Home Appointments: Calendar Rules That Protect Close RatesCalendar rules for in-home sales appointments — fixed slots, lengths, travel buffers, territory days, booking windows, confirmations, reschedules.
- Case study (illustrative) · 3 min readThe Contractor Slow Season: An Illustrative Appointment Setting Case StudyAn illustrative case study on keeping appointments flowing in the slow season — what to sell, who to call, honest offers, and a monthly plan.