Contracting PLUS’ Post

When winter hits and the phone slows down, most contractors do the same thing… Call past clients and hope a project pops up. This is a great strategy and definitly works. But here’s another trick one of my old business coaches taught me, and it brought in more work than anything else we tried: Call the people you sent estimates to earlier in the year or late last year. Not to “sell.” Not to pitch. Just to check in. Something like: “Hey, just wanted to see how that project turned out and hope you’re loving it.” A lot of those folks never actually did the project. And a good chunk did — but with a cheaper contractor they now regret hiring. Your call shows exactly why you were the better option in the first place. It builds trust, it stands out, and it puts you first in line when they’re ready again. We used this all the time in my landscape company, and it filled slow seasons more than once. Try it this winter. It works.

Most advisers wait too long to hire support. By the time help arrives, the wheels are already wobbling and instead of saving time, it just adds more stress. But it’s not about the person. It’s about the process. In our latest Levera Insights article, we break down what actually goes wrong when advisers hire admin help without the right structure and how to avoid it. If you’re growing, juggling too much, or thinking about hiring your first support person… read this before you do anything else. 👉 https://lnkd.in/gwBAVs_U #financialadvice #advisersupport #leveraconnects #outsourcing #adminsupport #growingyourfirm #backoffice

𝐈 𝐝𝐨𝐧'𝐭 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐢𝐧 𝐨𝐧𝐞-𝐬𝐢𝐳𝐞-𝐟𝐢𝐭𝐬-𝐚𝐥𝐥 𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧𝐬. 𝐍𝐞𝐯𝐞𝐫 𝐡𝐚𝐯𝐞. Every CEO I talk to has a different problem. One needs a senior accountant who understands construction. Another needs a customer success team that can scale from 10 to 100 clients. Someone else just needs a right-hand operator who can take projects off their plate. So why do most staffing firms send the same generic profiles? When someone reaches out to us, we don't start with resumes. We start with questions: What's keeping you from hitting your goals? What's the gap in your team? What does success actually look like for you? Then we build around that. Custom. Specific. Aligned with where you're going, not where the "market" says you should be. If you're tired of re-starting with another hire continuously, let’s talk about what you actually need.

'Gonna be, gonna be golden... Gonna be, gonna be golden...' ^^This is stuck in my head right now, and while it's a catchy tune, I really could do with that headspace for other things! If your onboarding process is still taking up unwelcome space in your head, you’re not alone. (I could probably tie this in with something about hunting demons, but I haven't even seen the film! Yet the songs get to live in my head anyway.) One of my clients wanted her onboarding to feel seamless and professional. But every time she sat down to work on it, she hit a wall. The metaphorical 'What the hell am I supposed to do now?' wall. Which usually ends up with you staring at a blank screen for an hour… She wasn’t sure how to make things more efficient without losing the personal touch that her clients loved. So here’s what we worked on (and you can too): 1️⃣ Contact form Include clear questions so you understand exactly what a person needs before they even book a discovery call with you. 2️⃣ Invoicing and contracts Corporate and non-corporate clients will need slightly different approaches. Plan all these out so you know which direction to go in for which client. 3️⃣ Include the team If you have a business partner or freelancers working with you, remember, it doesn’t all need to fall to you. Give access to others when needed so you aren’t the only one managing everything. It’s nothing complicated or highly technical, but a few practical tweaks made my client’s onboarding smoother and her own workload lighter. And you can do the same to yours. If things feel a bit messy, start with one change that would make your life easier.

Founders — you don’t need to handle every detail yourself. What you need are systems that keep your business moving even when you’re not online. That’s where an Admin Virtual Assistant steps in. They help you: 1️⃣ Organize and streamline files so nothing gets lost 2️⃣ Manage your calendar and inbox so you stay focused 3️⃣ Build clear SOPs that keep your operations consistent 4️⃣ Handle reports, forms, and follow-ups 5️⃣ Keep the day-to-day running smoothly while you focus on growth It’s not about doing more — it’s about running smarter. 💬 Ready to reclaim your time and mental space? Book a free clarity call and let’s match you with your Admin VA. https://lnkd.in/gm83_9S8

One late hire. One missed form. Suddenly, your costs explode. This is the part of benefits no one likes to talk about - the admin. But the admin is where the money gets lost. When a new hire isn’t added on time, it’s not just a small mistake. It can mean: • Backdated premiums • Penalties from insurers • Higher costs locked in for the year All because of one delay. The truth is, adding staff to your plan doesn’t need to be expensive. It just needs to be done on time. And that’s not about doing more work. It’s about doing it at the right time. Because in benefits, timing isn’t optional. It’s the difference between staying on budget… or being buried in costs you could’ve avoided. How does your team handle late hires today - with a process, or with panic? If you want a simple way to avoid these costs, send me a message. And if posts like this help you see where the real risks are, hit follow to keep up.

Most tradies aren’t short on work. They’re short on structure. You start the week flat out, then by Wednesday you’re buried in quotes, chasing invoices, and wondering where that job sheet went. By Friday, you’ve spent more time on admin than earning. And yeah, the numbers are cooked. 18.5 hours a week lost to paperwork. That’s up to $120K a year in jobs you couldn’t take because you were “too busy.” Wanna know what’s worse? A third still run on pen and paper. Not because they’re slack — because no one built a system that actually sticks. Here’s the truth: you don’t fix chaos by working harder. You fix it by designing a loop that works. Every quote, every job, every invoice — one loop. Not five notebooks, two apps, and your partner’s memory. When structure kicks in, stress drops, margins go up, and the business feels lighter. It was never a time problem. It was a systems problem. You feeling this? How are you wrangling admin and follow-ups in your business right now?

Are you tired of wasting your evenings chasing leads and doing paperwork? Imagine having a system that brings local jobs to you while you focus on what you do best. Many tradesmen have doubled their income by letting simple tools handle the boring stuff. Think of it like having a silent partner working around the clock to keep your schedule full. From plumbers to painters, those who adopt this smart approach find they have more time and more cash. You're not just working harder, you're working smarter with technology that simply works quietly in the background. It’s not about learning new, complex tools or spending on big, expensive software. This is practical and proven, clearly showing results in local communities everywhere. Curious to learn how? Dive in and see for yourself. #TradesmanTips #EffortlessContracting https://lnkd.in/gF25F5jz

Outsourcing your help desk is a big decision. But if your tech team is constantly pulled into support tasks, or you're spending way too much just to keep the lights on It’s worth asking: is this really the best use of your resources? This post walks you through the signs it might be time to outsource. Not to lose control, but to free up your team to focus on actual growth work. If you're wondering whether it's the right move, start here.

Your clients aren't leaving because your facilitation isn't good enough. They're leaving because your business doesn't have the systems to keep them engaged. No clear onboarding. No structured journey. No retention strategy. They pay you once, get amazing results, and then... drift away. Meanwhile, you're working harder than ever but your revenue stays inconsistent. Here's what changes when you build proper systems: → Retention improves from 30% to 75% + (I have seen them as low as 22% eek!). → Clients stay longer (and refer more) → Your revenue becomes predictable → You stop firefighting and start leading The hustle isn't the answer. Systems are.