Episode Details

If your trade business has the job side under control but the sales side still feels scattered, this episode is worth a listen. Fred Schnell is joined by Noam Horenczyk from Simpro and Kate Hay from Motii to unpack what happens before the job is won, why pipeline visibility matters, and how a cleaner handover can protect both margins and customer relationships.

What We Cover

• Why a job management platform like Simpro does not replace a front-end sales pipeline.
• What Kate often sees inside trade businesses: individual spreadsheets, disconnected inboxes, and limited visibility for business owners.
• Why relationship-led sales still matters, but now needs faster follow-up, better tracking, and more consistent nurturing.
• How to keep “not yet” opportunities warm when customers are waiting on finance, approvals, timing, or competing quotes.
• What changes when business owners can see lead volume, conversion rates, seasonal trends, and future resourcing needs.
• Why the handover between sales and delivery is a critical point for margins, customer experience, and operational flow.
• How connecting Pipedrive and Simpro can reduce double handling and move customer, site, and job information into the right operational fields.
• Why teams are more likely to enter useful data when they understand who uses it and where it appears later.
• How AI can help trade businesses with admin, follow-ups, repeated emails, and operational gaps without replacing the people on the tools.

Resources Mentioned

• Simpro
• Pipedrive

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