The Site Shed | Systems, Strategy and Growth for Tradies and Contractors
The Site Shed is a global podcast for tradies and contractors who want clearer systems, stronger strategy, and steadier business growth. Each episode is designed to educate and inform around the topics that matter most in running and scaling a modern trade business.
Hosted by former plumber and digital agency owner Matt Jones, the podcast dives into real-world conversations on marketing, operations, apprenticeships, technology, hiring, leadership, finance, and more, all tailored to the trades and construction industry.
You’ll hear practical insights, honest lessons, and expert perspectives from across the globe.
Whether you work as a tradie, contractor, builder, electrician, landscaper, or run any service-based business, you’ll find ideas and experiences you can put into action straight away.
If you're ready to work smarter, not harder, The Site Shed gives you the tools, frameworks, and viewpoints to help your business move forward with confidence.
The Site Shed | Systems, Strategy and Growth for Tradies and Contractors
Using personalised automation to improve the lead-to-cash workflow | ft. Paul Jackson | Ep.419
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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
Your Next Step:
Join Tradie Academy, our free community packed with templates, checklists, and resources shared by podcast guests, coaches, and successful tradies.
👉 Join free and grab your next growth tool here: https://tradie.wiki/pod
Follow The Site Shed:
- Facebook: The Site Shed
- Instagram: @thesiteshed
- LinkedIn: Matt Jones
- Website: thesiteshed.com
- YouTube: @TheSiteShed
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