Done-For-You Support

Services for trade business owners

This page is for owners who want someone in the room for implementation, sales training, or operations — not another product catalog. If you only need finished files or shop tools first, start with the price books or the performance bundle. Learn who we are on the About Trade Wins page, then pick the hands-on path that fits.

Price Book Integration
Price book setup

Seamless Price Book Integration

Our price books are designed for easy integration, and price book implementation support is optional. If you're comfortable with Excel and your CRM workflow, you may not need assistance. Prefer to try it yourself? Compare the plumbing and HVAC books, skim the price book lesson, or start in the resource library.

  • DIY with confidence: Only about 10% of customers need direct help with implementation.
  • Need support? We've got you: Add implementation support to your cart if you get stuck or want to save time.
  • Personalized assistance: After purchase, we'll schedule a Zoom call to guide you step-by-step or handle it for you — your choice.

* Not available if you are using FieldPulse as your CRM.

* We will contact you within 24–48 hours to schedule a time.

* Allow 1–2 hours implementation time. Extra Zoom meetings are included if required.

Want the files and shop tools without a consulting call? Compare the books above or the Service Business Performance Bundle.

Virtual Sales Training
Sales process

Sales Training

Struggling to develop an effective sales process for your business? We can help. We'll collaborate with you to design a customized sales process tailored to your team, pricing, and service calls. Many owners start with the preventing price objections lesson, the Google reviews lesson, or the full video course before booking live training. We also offer flexible training for your staff — in person at your location or virtually.

  • Custom sales process: Built around how your company actually sells in the field.
  • Virtual delivery: Train your team without travel costs or lost production days.
  • Scheduling support: We contact you within 24–48 hours to set up your session.

* We will contact you within 24–48 hours to set up a schedule.

In-person training is available depending on location — Contact us.

In-Business Organization
Operations

In-Business Organization

Our business re-organization or initial organization service focuses on restructuring operations, systems, and processes so the owner can see what is happening in the business. We assess workflows, financial structure, and team responsibilities — then build a plan to streamline operations, clarify roles, and connect the work to tools like the Service Business Performance Bundle and job calculator app. For reputation and follow-up systems, see Lesson 7: Google Reviews.

  • Find the bottlenecks: Identify wasted time, unclear roles, and broken handoffs.
  • Build the systems: SOPs, accountability, and tools that support sustainable growth.
  • Custom scope: Pricing depends on company size and goals — we'll quote after a conversation.
Contact us for pricing

Not sure which service fits?

Tell us where you're stuck — setup, sales training, the back office, or Web Sites + SEO — and we'll point you in the right direction. If you are still choosing products, compare the price books, the performance bundle, or the job calculator app. For training first, start with the price book lesson, price-objection training, Google reviews, or the full video course.

Talk to Trade Wins