Join host Matt Jones as he sits down with Josh Coplin, co-founder of Eden, a startup focused on revolutionizing the HVAC industry with innovative tools like the Eden Instant Quote. In this episode, they delve into the evolving dynamics of sales processes, especially in the trades industry, and discuss how implementing on-site quoting can streamline operations and boost close rates. Josh shares insights on the significant changes in consumer behavior, particularly pre and post-COVID, and highlights the importance of adapting to a culture seeking instant gratification and greater control over purchasing processes.

Check the full episode on this podcast: https://youtu.be/_cc5189USiw

Timestamp:
00:00 "Streamlining CRM in Trade Biz
06:19 "Importance of Persistent Follow-Up
07:32 Maximize Follow-Up for Sales Success
11:48 Instant On-Site Quoting Boosts Conversions
13:37 Improve, Don't Settle
20:24 CRM's Impact on Construction Businesses
23:47 Transforming Knowledge into Scalable Systems
25:39 Embracing and Adopting Technology
30:03 "Team Collaboration Enhances Customer Success


Things you'll Learn in this Video:

• How on-demand/on-site pricing can increase your close rate
• Why modern consumers expect instant, transparent quotes
• The importance of streamlining your sales process for better results
• Key benefits of qualifying leads before site visits
• How online tools and automation save time and boost conversions
• Tips for leveraging content and video to build trust and educate customers
• Why sharing prices up front helps eliminate poor-fit leads
• Simple ways to create a smoother, more effective sales experience

Whether you're in HVAC or another trade, this conversation is packed with relevant strategies for optimizing your sales process by providing transparency, leveraging technology, and respecting your customer’s time. Tune in to discover how your business can benefit from these modern sales techniques and elevate your conversion rates.

Alternative Titles:
How On-Demand Pricing Boosts Your Sales Conversion RatesStreamline Sales with Real-Time Quotes for Higher Closing Rates
The Power of Instant Pricing in Closing More Deals
Modernizing Your Sales Process with On-Demand Quoting Techniques
From Lead to Sale: The Impact of Fast Quoting in the Trades

Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

👀 Check This Out:
Thinking about adding AI to your trade business? Discover what’s possible with TradieHub.net

📲 Stay Connected:

• Facebook: The Site Shed
• Instagram: @thesiteshed
• LinkedIn: The Site Shed
• Website: thesiteshed.com
• Join a global community of 6000+ trade professionals https://www.facebook.com/groups/TheSiteShed

⭐ Enjoyed This Episode? Leave us a review here!

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In this episode, host Matt Jones sits down with Erick Vargas, entrepreneur and co-founder of Followup CRM, for a deep dive into the world of customer relationship management (CRM) in the construction and trade industries. Kicking off the first podcast of 2025, Matt and Erick unpack the evolving role of CRMs—from their origins as lead and sales tools, to their vital importance in streamlining operations, improving communication, and scaling businesses.

Erick shares his journey developing Followup CRM, a platform specifically designed for contractors that emerged out of real-world frustrations with generic software. Together, they explore the critical differences between CRMs, job management, and project management software, and discuss why so many businesses lose sales simply by failing to follow up with leads. With practical anecdotes, industry stats, and insights into integrating new tech, this episode is a must-listen for anyone looking to future-proof their trade business and build company value through smart systems and processes.

Whether you're a business owner, salesperson, or just interested in construction technology, you’ll find plenty of actionable takeaways on maximizing your pipeline, optimizing your team, and driving real growth.

Listen to the video version of this podcast at https://youtu.be/2AChnrdchRs

00:00 "Streamlining CRM in Trade Biz
06:19 "Importance of Persistent Follow-Up
07:32 Maximize Follow-Up for Sales Success
11:48 Instant On-Site Quoting Boosts Conversions
13:37 "Improve, Don't Settle"
20:24 "CRM's Impact on Construction Businesses"
23:47 Transforming Knowledge into Scalable Systems
25:39 Embracing and Adopting Technology
30:03 "Team Collaboration Enhances Customer Success"

Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

👀 Check This Out:
Thinking about adding AI to your trade business? Discover what’s possible with TradieHub.net

📲 Stay Connected:

• Facebook: The Site Shed
• Instagram: @thesiteshed
• LinkedIn: The Site Shed
• Website: thesiteshed.com
• Join a global community of 6000+ trade professionals https://www.facebook.com/groups/TheSiteShed

⭐ Enjoyed This Episode? Leave us a review here!

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• Facebook
• Spotify/Apple

Matt Jones kicks off by diving deep into the key lessons from the previous year and discussing the game-changing opportunities that lie ahead for trade businesses. Matt explores how the rise of accessible AI tools—like ChatGPT—has revolutionized efficiency, productivity, and marketing within the trades industry, bringing a breath of fresh air to systems that were becoming stale.

He breaks down how businesses can leverage data-driven decision making and AI-powered analytics to gain a competitive edge, emphasizing the vital importance of understanding your numbers: lead costs, cost per acquisition, and customer lifetime value. Matt also delves into the growing influence of voice search and explains why optimizing for more conversational, personalized interactions will set your business apart in 2025 and beyond.

Whether you’re looking to double your revenue or refine your sales process, Matt shares practical frameworks, strategic insights, and real-life examples that show exactly how you can scale yaour trade business systematically and sustainably this year. Get ready for actionable advice and inspiration to help you set—and smash—your business goals!

Listen to the video version of this podcast at https://youtu.be/qd5tqapLyn4

00:00 Optimizing AI for Voice Search
06:46 Bathroom Renovation Follow-Up Strategy
09:54 Revamping Sales for Better Results
10:59 TradieBot AI Streamlines Lead Management
14:16 "Trade Businesses: Boosting Ad Returns"

Enjoyed the podcast? Take your trade business to the next level by incorporating AI! Don’t get left behind—explore Tradie Hub at tradiehub.net. Discover game-changing AI solutions designed to boost efficiency and growth for trade businesses worldwide. Check it out today!

👀 Check This Out:
Thinking about adding AI to your trade business? Discover what’s possible with TradieHub.net

📲 Stay Connected:

• Facebook: The Site Shed
• Instagram: @thesiteshed
• LinkedIn: The Site Shed
• Website: thesiteshed.com
• Join a global community of 6000+ trade professionals https://www.facebook.com/groups/TheSiteShed

⭐ Enjoyed This Episode? Leave us a review here!

• Google
• Facebook
• Spotify/Apple