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Start Up Guide Made for Trades

Business Playbook

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Looking for resources to help start or grow your budding trade business? You’re in the right place. Welcome to FieldPulse’s Business Playbook, your one-stop shop for everything you’ll need to create and maintain a healthy, profitable business.

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whats inside:

Getting Started

Ready to get started? Let’s talk about what you’ll need to do before opening your doors for business. 

  • Licensing / Registration
  • Insurance
  • Business Plan
  • Branding
  • Website
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Operations

In this section, we’ll take a deep dive into how you can set your business’ operations up for success.

  • Financials
  • Business Software
  • Employee Management
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Job Management

In this section, we’ll walk you through the best ways to manage all that new business that will soon be flowing in. 

  • Booking/Dispatch
  • Follow-Ups
  • Appointments
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Marketing

You’re all set up, now it’s time to put yourself out there! We’ll walk you through everything you need to know about marketing your business.

  • Paid Advertising
  • Content Marketing
  • PR
  • Analytics/Measurements
  • Email
  • Localized Marketing
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Sales

It’s not what you sell, it’s how you sell. In this section, we’ll teach you some sales best practices, as well as show you how to keep your customers coming back for more.
  • Pricing/Selling
  • Estimating
  • Invoicing
  • Contracts/Warranties
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