• How to Use the Profit & Loss by Job Report in QuickBooks®
    2025/05/13

    In this episode of BDR's Prime Resources Podcast, Lead Accounting Coach Lauren Woodward discusses the Profit and Loss by Job report in QuickBooks®. She explains its significance in job costing, performance indicators, and real-time insights for contractors.

    Follow along as the conversation covers accessing the report, the differences between QuickBooks® Desktop and Online, and best practices for reviewing the report.

    Listen as Lauren emphasizes the importance of having an accounting coach to help implement and utilize this powerful tool effectively.

    Time Stamps
    • 00:00 Introduction
    • 02:06 Overview of the Profit & Loss by Job Report
    • 03:24 Benefits of Using The Report
    • 05:32 Reporting and Prime Performance Indicators
    • 10:05 Accessing the Report in QuickBooks®
    • 13:26 Incorporating into the Month-End Process
    • 15:50 Who Should Be Involved in Reviewing Reports
    • 17:08 Common Pitfalls and Best Practices
    • 19:57 Final Thoughts and Implementation Tips
    続きを読む 一部表示
    22 分
  • Unlocking the Power of Multi-Channel Marketing
    2025/04/15

    In this episode of the Prime Resources Podcast, BXB's Media Placement Strategist, Deb Thompson, discusses how to build and execute a multi-channel marketing strategy. She emphasizes integrating various marketing channels, understanding target audiences, and setting clear objectives. Deb shares insights on the different marketing channels, the significance of consistent messaging, and the need for a well-structured lead capture system. Don't miss this insightful conversation if you want to enhance your marketing and drive better results! Time Stamps: 00:00 Intro and Background 02:50 What is a Multi-Channel Marketing Strategy? 06:40 Overview of Different Marketing Channels 09:10 The Importance of Understanding Your Objective 11:30 Using Multi-Channel Marketing in Recruiting 14:20 Identifying Your Target Audience for Multi-Channel 19:00 How to Tie Audiences to Strategies and Channels 25:00 Keys to Success in Multi-Channel Marketing 31:10 How to Approach ROI with Multi-Channel 34:20 Pitfalls to Be Aware Of 36:40 Final Thoughts

    続きを読む 一部表示
    39 分
  • Applying Organizational Design Thinking
    2025/03/10

    In this BDR Prime Resources podcast episode, head coach Dustin Guyton discusses the importance of organizational design thinking in business. Dustin explores the definition of organizational design, its significance for business leaders, and the various structures that can be implemented.

    This short conversation also outlines the elements of organizational design, including clarity of roles, the importance of culture, and the evaluation process. Dustin emphasizes the need for intentionality in designing an organization that aligns with the purpose of both the business and its team members, ultimately leading to greater success and fulfillment.

    Time Stamps
    • 00:00 Introduction
    • 02:16 Understanding Organizational Design
    • 05:19 Exploring Organizational Structures
    • 11:45 Elements of Organizational Design
    • 16:30 Uncovering Team Members' Purpose
    • 20:00 Aligning Company and Team Purpose
    • 23:15 Clarity of Roles and Responsibilities
    • 33:15 The Evaluation Process in Organizational Design
    • 38:55 Final Thoughts
    続きを読む 一部表示
    41 分
  • Building Interest in the Trades
    2025/02/14

    In this episode of the Prime Resources Podcast, Jon Hirsch from Auer Steel & Heating Supply Co. discusses the importance of building interest in the trades, particularly HVAC, among young people. He shares insights on the industry's challenges in recruiting new talent, his innovative outreach strategies, and the need for collaboration between contractors and educational institutions to create a sustainable pipeline of skilled workers. Jon emphasizes the potential for a rewarding trade career and encourages industry professionals to engage with the next generation.

    続きを読む 一部表示
    40 分
  • Implementing Online Scheduling
    2024/12/05

    In this episode of the Prime Resources Podcast, BxB Media Lead Marketing Coach Justin Ebright discusses the significance of online scheduling in today's consumer landscape, emphasizing its transition from a luxury to a necessity. He explores the user experience, business opportunities, and the challenges faced during implementation.

    Justin shares the importance of analyzing the scheduling process, the role of AI, and the need for effective vendor selection. Discover how to take the first step in online scheduling to maximize opportunities for your home service business!

    Time Stamps
    • 00:00 Introduction to Online Scheduling
    • 05:58 Opportunities and User Experience in Online Scheduling
    • 12:07 Analyzing the Scheduling Process and Conversion Rates
    • 18:01 Vendor Selection and Relationship Building
    • 24:02 Final Thoughts and Future of Online Scheduling

    続きを読む 一部表示
    32 分
  • Using Outbound Calling to Generate Leads
    2024/11/05

    In this episode of the Prime Resources Podcast, BDR Head Coach Darby Shumway discusses how outbound calling is a powerful lead-generation strategy. Darbi shares the importance of understanding the target audience, the role of effective scripting, and the qualities that make a successful outbound caller. Darby also emphasizes the need for training, the significance of handling objections, and the potential pitfalls teams may encounter. Learn how to maximize opportunities year-round in your business by implementing an outbound calling strategy that drives leads!

    Time Stamps
    • 00:00 Introduction and Background
    • 02:43 Using Outbound Calling Throughout the Year
    • 05:15 Crafting Effective Scripts
    • 08:21 Training and Incentivizing the Team
    • 11:45 Using Psychology in Outbound Calling
    • 14:20 Incorporating Texting in Outbound Calling
    • 18:00 Target Metrics and KPIs
    • 24:47 Pitfalls in Outbound Calling to Watch Out For
    • 28:31 Summary and Final Thoughts

    続きを読む 一部表示
    30 分
  • Expanding into Electrical Services
    2024/10/08

    In this episode of the Prime Resources Podcast, BDR Head Coach and electrical expert Joel Bruch discusses the trends and opportunities in the electrical services industry and the increasing demand for electrical services due to the electrification of daily life. Joel highlights the need for contractors to understand their customers' needs and provide solutions to ensure their safety and convenience, along with advising contractors to start with a solid foundation - such as hiring a qualified master electrician - and have the necessary resources and tools for the trade. Discover how to expand your market by moving into electrical services and the steps necessary to hit the ground running with a new product offering.

    Time Stamps
    • 00:00 Introduction
    • 03:19 Trends and Demand for Electrical Services
    • 07:34 Opportunities in Electrical Services
    • 10:42 Assessing Customer Base for Electrical Services
    • 21:57 Discussing Energy Savings with Customers
    • 25:01 Preparing to Expand into Electrical Services
    • 28:20 Pitfalls to Avoid in Expanding into Electrical Services
    • 34:01 Final Thoughts

    続きを読む 一部表示
    37 分
  • Succeeding with an Online Store
    2024/09/05

    In this episode of the Prime Resources Podcast, BDR Head Coach Gwen Campbell discusses the concept of an online store for contractors and provides insights on how to succeed. She explains that an online store can be anything from a simple cart system to a builder system where customers can customize their purchases.

    The key is determining what type of online store to offer and what options to present to customers. Gwen also emphasizes the importance of having a sales process and involving the entire team in the online store setup.

    Discover how to capture more opportunities in your market and reach a growing number of consumers who prefer to purchase online!

    Time Stamps
    • 00:00 Succeeding with an Online Store for Contractors
    • 04:04 The Opportunity of Online Stores for Contractors
    • 06:06 System Selling and Technology in Online Stores
    • 07:56 The Importance of Pre-Qualifying Customers
    • 10:41 Setting Up and Maintaining an Online Store
    • 13:29 Communicating with the Sales Team
    • 15:58 Enhancing the Customer Experience with Pre-Qualification
    • 18:02 Regularly Updating the Online Store
    続きを読む 一部表示
    23 分