The Digital Toolbox for Tradies
in any stage of growth
The following is a list of features that you can use right now…
or implement later as your business grows. We’ve split the functionality into general states of Tradie growth based on our experience in helping Tradies Market their business.
Getting off the ground Years 1-3
Establishing a Brand Years 2-5
Growth & Expansion Years 3-7
Maturity Years 5+
Getting off the ground
Years 1-3
If you’re just starting out on your journey you’re usually focused on securing clients, building reputation and securing a steady stream of clients, often through word-of-mouth referrals and building and reputation for quality work.
You’re probably taking on all jobs, leading to long hours and have limited capacity for marketing.
Website
Save money. Save time.
GoHighLevel offers a robust, inbuilt website builder that allows users to create professional, ready-to-go websites
Get set up quickly using one of the pre-designed website templates that can be tailored to fit your needs
Hosting included in the monthly fee
Edit the website yourself using the Drag-and-drop interface for simple to design and customisation
Regular backups included
More secure than WordPress
CRM – Customer Relationship
Manager
For Tradies, getting organised is key to success. A CRM helps you manage customer details, track jobs, and follow up on quotes. This ensures no opportunities slip through the cracks and improves workflow.
unified inbox
Juggling multiple communication channels can be overwhelming. A unified inbox lets you manage emails, SMS, and social media messages in one place. This ensures you respond faster, keep clients happy, and never miss a potential job.
Never Miss a Call
Missed calls mean missed opportunities. This feature captures every call and logs customer details so you can follow up quickly. For Tradies just starting out, it’s an essential tool to stay on top of leads.
Get Reviews
Positive reviews are vital for building trust and credibility. Automating review requests from happy clients can boost your reputation and help you stand out in local searches, giving you a competitive edge.
Post on Social Media
Social media is a powerful tool to showcase your work and attract clients. The inbuilt AI helps you easily write and create posts with ease, ensuring consistent content that builds a strong online presence, gains followers, and grows your business from day one.
Quote/Invoice/Get Paid
Simplify your processes with tools that let you create quotes, send invoices, and get paid all in one system. With the app, you can also get paid onsite, offering your customers convenience while ensuring smooth transactions, better cash flow, and less time spent on admin.
Establishing a Brand
Years 2-5
- Your business is establishing and solidifying customer relationships and may start to see repeat business and referrals, which are vital for growth.
- You understand the value of branding and marketing and have a formal name, logo and a great website or social media presence.
- You’re starting to think about increasing marketing efforts to reach a wider client base and geographical area.
- At this time you may be thinking about building systems and processes to improve efficiency and professionalism.
Marketing to customers through any channel
Reaching customers via email, SMS, and social media helps you stay top of mind. Multi-channel marketing allows Tradies to connect with their audience in the right place at the right time, increasing bookings and brand awareness.
Landing Page Builder for special offers and specific services
Highlight your best services or special deals with custom landing pages. These pages drive traffic and convert leads into paying clients, helping Tradies solidify their brand identity and grow their client base.
Automate Customer Communication
Use an AI ChatBot to chat and communicate with clients or even use the AI Agent to answer calls and schedule bookings. These features save Tradies time, ensure customer satisfaction, and streamline the process of managing customer interactions effortlessly.
Automate Internal Workflows
Streamline day-to-day operations with automation. From assigning tasks to team members to sending reminders, this feature ensures consistency and efficiency as your business grows.
Growth & Expansion
Years 3-7
- The business experience a period of significant growth.
You’re taking on more projects and potentially hiring additional staff.
You’re expanding service offerings and geographic reach.
Delegation of tasks becomes more important as you’re focused on management and business development.
Investments in marketing and more sophisticated business practice become more important.
You’re looking at more advanced technology or requirement to increase efficiency and capacity.
Pipeline Management
Gain a clear view of your jobs and leads with pipeline management. Track projects from enquiry to completion, prioritise opportunities, and keep your Tradie business on track for sustained growth.
Sales Funnels
Convert more leads into customers with optimised sales funnels. They guide prospects through the booking process, ensuring your calendar stays full and your business keeps expanding.
Onboarding Automation
Welcome new clients with ease. Automating onboarding processes, like sending welcome emails and timelines, enhances the customer experience and builds trust in your services.
Internal Communication Tools
Effective team communication is vital as your business grows. These tools keep your crew in sync, reduce misunderstandings, and ensure jobs are completed on time and to a high standard.
Maturity
Years 5+
- The business is well-established
- It has a strong presence in the market
- Operations are streamlined
- There’s a focus on maintaining high standards of service and customer satisfaction
- The business might explore new markets or diversify its offerings to sustain its growth
Advanced Pipeline Management and Analysis
Dive deeper into your operations with advanced pipeline tools. Analyse trends, forecast revenue, and recommend process improvements, helping mature Tradie businesses maintain consistent growth and profitability.
Advanced Automation
Handle complex tasks effortlessly with advanced automation. From customised marketing campaigns to detailed project management, this feature helps mature Tradie businesses operate seamlessly.
Reporting and Analytics
Stay ahead with in-depth reporting. Track key performance indicators, identify patterns, and provide actionable insights to improve decision-making, ensuring your Tradie business thrives in the long term.