DFW Contractors & Trades Business Owners

Sometimes the fastest way to grow is not finding new customers. It is doing more business with the people who
already know you. In this session, we will cover practical ways to reconnect with current customers, past customers,
old opportunities, and existing accounts to uncover more work. The goal is to help you create more conversations,
appointments, quotes, and repeat business without starting from zero.
3 TAKEAWAYS
• How to uncover new work inside current and past accounts.
• Questions you can ask to open conversations around upcoming projects, budgets, and needs.
• How to turn one relationship into introductions, sister properties, additional locations, or repeat work.

Sending the estimate is not the end of the sales process. In this session, we will talk about what happens after the
quote goes out and why so many good opportunities stall. We will cover how you present pricing, position options,
follow up, handle objections, create a clear next step, and keep opportunities from sitting in limbo. You will leave with
practical ways to improve your close process without becoming pushy.
3 TAKEAWAYS
• How to structure the next step before you ever leave the sales conversation.
• Ways to follow up without sounding like you are chasing the customer.
• How to use pricing options, financing, and better questions to help qualified buyers make a decision.

A lot of trades companies start slowing down toward the end of the year. Your customers may be doing the opposite.
They may be trying to finish projects, use approved budgets, complete deferred work, or plan what is coming next. In
this session, we will cover specific sales activities you can use right now to create more conversations, appointments,
and quotes before the year ends.
3 TAKEAWAYS
• Who to contact right now, including current clients, old prospects, maintenance teams, GCs, and ownership groups.
• How to start timely year-end conversations without relying on a generic sales pitch.
• How to turn year-end outreach into both immediate opportunities and next-year pipeline.

If every question, decision, problem, and approval still comes back to you, growth gets harder. In this session, we will
help you identify where your business depends too heavily on the owner and what needs to change. We will look at
what should be delegated, documented, systemized, automated, or supported with AI so the business can keep
moving without you having to touch everything.
3 TAKEAWAYS
• How to identify the areas where the business is still too dependent on you.
• A practical framework for deciding what to delegate, systemize, automate, or keep.
• How to start creating owner capacity without losing control of the business.