New Trade Solutions
The New Trade Solutions Resource Library

Better Tools. Better Systems.
Better Business.

Practical guides, lessons, templates, and training resources to help you put AI and smarter workflows to work in your business.

Start Here

Essential AI lessons for beginners

View all
Guide15m

Building a Standard Estimate Template

A practical estimating & quoting guide: building a standard estimate template.

Guide15m

Writing Standard Operating Procedures With AI

A practical sops & employee training guide: writing standard operating procedures with ai.

Guide15m

Introduction to Business Automation

A practical automation & integrations guide: introduction to business automation.

Guide15m

Getting Started With AI for Small Business

A practical ai fundamentals guide: getting started with ai for small business.

Guide15m

Writing Better AI Prompts

A practical ai fundamentals guide: writing better ai prompts.

Guide15m

Excel Fundamentals for Business Owners

A practical spreadsheets & data guide: excel fundamentals for business owners.

Your Recommended Resources

Take the free assessment to get personalized resource recommendations and a learning path built around your business.

Take the Assessment
Solve a Business Problem
Learn Your Software
The Overhaul

12-Week Online AI Training

Weekly lessons, guides, and assignments for enrolled participants.

Learning Tracks

9 Structured Learning Paths

Work through a topic in order, from fundamentals to application.

Latest Resources

Recently published guides and lessons

View all
Video10m

Final Project Presentations

Video: Final Project Presentations (The Overhaul).

Video10m

Workflow Project Examples

Video: Workflow Project Examples (The Overhaul).

Video10m

Assignment Walkthroughs

Video: Assignment Walkthroughs (The Overhaul).

Video10m

Weekly Lesson Recordings

Video: Weekly Lesson Recordings (The Overhaul).

Video10m

Program Orientation

Video: Program Orientation (The Overhaul).

Video10m

Testing Automations

Video: Testing Automations (Automation).

24 resources
GuideG025

Excel Fundamentals for Business Owners

A practical spreadsheets & data guide: excel fundamentals for business owners.

Beginner15 minSpreadsheets & Data
Microsoft ExcelGoogle SheetsMicrosoft Power BI
Free
Start
GuideG085

Introduction to Business Automation

A practical automation & integrations guide: introduction to business automation.

Beginner15 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
GuideG003

Writing Better AI Prompts

A practical ai fundamentals guide: writing better ai prompts.

Beginner15 minAI Fundamentals
ChatGPTClaudeGemini
Free
Start
GuideG079

Writing Standard Operating Procedures With AI

A practical sops & employee training guide: writing standard operating procedures with ai.

Beginner15 minSOPs & Employee Training
Free
Start
GuideG001

Getting Started With AI for Small Business

A practical ai fundamentals guide: getting started with ai for small business.

Beginner15 minAI Fundamentals
ChatGPTClaudeGemini
Free
Start
GuideG043

Building a Standard Estimate Template

A practical estimating & quoting guide: building a standard estimate template.

Beginner15 minEstimating & Quoting
Microsoft ExcelJobberServiceTitan
Free
Start
VideoV032

Final Project Presentations

Video: Final Project Presentations (The Overhaul).

Beginner10 minBusiness Growth & Management
Free
Watch
VideoV031

Workflow Project Examples

Video: Workflow Project Examples (The Overhaul).

Beginner10 minBusiness Growth & Management
Free
Watch
VideoV030

Assignment Walkthroughs

Video: Assignment Walkthroughs (The Overhaul).

Beginner10 minBusiness Growth & Management
Free
Watch
VideoV029

Weekly Lesson Recordings

Video: Weekly Lesson Recordings (The Overhaul).

Beginner10 minBusiness Growth & Management
Free
Watch
VideoV028

Program Orientation

Video: Program Orientation (The Overhaul).

Beginner10 minBusiness Growth & Management
Free
Watch
VideoV027

Testing Automations

Video: Testing Automations (Automation).

Beginner10 minAutomation & Integrations
ZapierMakePower Automate
Free
Watch
VideoV026

Connecting Forms and Spreadsheets

Video: Connecting Forms and Spreadsheets (Automation).

Beginner10 minAutomation & Integrations
ZapierMakePower Automate
Free
Watch
VideoV025

Power Automate Introduction

Video: Power Automate Introduction (Automation).

Beginner10 minAutomation & Integrations
ZapierMakePower Automate
Free
Watch
VideoV024

Make Introduction

Video: Make Introduction (Automation).

Beginner10 minAutomation & Integrations
ZapierMakePower Automate
Free
Watch
VideoV023

Zapier Introduction

Video: Zapier Introduction (Automation).

Beginner10 minAutomation & Integrations
ZapierMakePower Automate
Free
Watch
VideoV022

Building a Business Dashboard

Video: Building a Business Dashboard (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV021

Improving Scheduling

Video: Improving Scheduling (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV020

Organizing Inventory

Video: Organizing Inventory (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV019

Building a Maintenance Checklist

Video: Building a Maintenance Checklist (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV018

Creating an SOP

Video: Creating an SOP (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV017

Building an Estimate

Video: Building an Estimate (Operations).

Beginner10 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Watch
VideoV016

Summarizing Meetings

Video: Summarizing Meetings (Business Administration).

Beginner10 minBusiness Administration
Free
Watch
VideoV015

Building Reports

Video: Building Reports (Business Administration).

Beginner10 minBusiness Administration
Free
Watch