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.

The Overhaul — 12-Week Program

Week 1 — AI Fundamentals & Business Discovery

Establish a shared understanding of what AI can and can't do, and map where your business loses time.

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LessonWhat AI Can and Cannot Do20mLessonChoosing the Right AI Tool20mLessonPrompting Fundamentals20mGuideGetting Started With AI for Small Business15mGuideWriting Better AI Prompts15mGuide25 Practical AI Uses for Small Businesses15mHomeworkIdentify Your Five Biggest Time-Wasting Tasks45mHomeworkWrite Five Useful AI Prompts45m
The Overhaul — 12-Week Program

Week 2 — Prompting & Everyday Productivity

Write better prompts and put AI to work on everyday email and communication.

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LessonAdvanced Prompting for Business20mLessonAI for Email and Communication20mGuideWriting Better AI Prompts15mGuideBuilding a Reusable AI Prompt Library15mGuideUsing AI to Draft Professional Emails15mHomeworkWrite Five Useful AI Prompts45mHomeworkImprove a Real Business Email45m
The Overhaul — 12-Week Program

Week 3 — Documents & Knowledge Management

Turn documents and notes into organized, reusable knowledge.

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LessonAI for Documents and Reports20mLessonAI for Meetings and Action Items20mLessonBuilding Reusable Templates20mLessonOrganizing Business Information20mGuideOrganizing Digital Business Documents15mGuideBuilding a Central Business Knowledge Library15mGuideCreating Meeting Summaries and Action Lists15mHomeworkCreate a Reusable Document Template45m
The Overhaul — 12-Week Program

Week 4 — Spreadsheets & Business Data

Build confidence with spreadsheets and AI-assisted formulas and reporting.

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LessonExcel Fundamentals20mLessonGoogle Sheets Fundamentals20mLessonAI-Assisted Formulas20mLessonCleaning and Structuring Data20mGuideExcel Fundamentals for Business Owners15mGuideUsing AI to Write Excel Formulas15mGuideCleaning and Organizing Spreadsheet Data15mHomeworkOrganize a Business Spreadsheet45mHomeworkBuild an AI-Assisted Excel Formula45m
The Overhaul — 12-Week Program

Week 5 — Estimating, Quoting & Administrative Workflows

Speed up estimates, scopes of work, and proposals.

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LessonBuilding Estimate Templates20mLessonDrafting Scopes of Work20mLessonCreating Customer Proposals20mGuideBuilding a Standard Estimate Template15mGuideDrafting Scope-of-Work Documents With AI15mGuideCreating Professional Customer Proposals15mHomeworkBuild an Estimate Template45mHomeworkDraft a Scope-of-Work Document45m
The Overhaul — 12-Week Program

Week 6 — Scheduling & Operations

Improve scheduling, dispatch, and project tracking.

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LessonScheduling and Dispatch20mLessonProject Tracking20mGuideBuilding a Weekly Job Scheduling System15mGuideCreating a Project Tracking Dashboard15mGuideCreating Daily and Weekly Work Plans15mHomeworkCreate a Weekly Scheduling Template45m
The Overhaul — 12-Week Program

Week 7 — Customer Communications

Build reliable follow-up and customer communication systems.

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LessonCRM Fundamentals20mLessonCustomer Follow-Up Systems20mLessonManaging Customer Communications20mGuideCreating Customer Follow-Up Templates15mGuideBuilding a Customer Communication Library15mGuideCreating Lead Follow-Up Workflows15mHomeworkImprove a Customer Follow-Up Process45m
The Overhaul — 12-Week Program

Week 8 — Automation Fundamentals

Understand automation and map a workflow before automating it.

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LessonUnderstanding Automation20mLessonMapping Business Processes20mLessonZapier Fundamentals20mGuideIntroduction to Business Automation15mGuideGetting Started With Zapier15mGuideMapping a Workflow Before Automating It15mHomeworkMap a Repetitive Workflow45mHomeworkBuild a Simple Automation45m
The Overhaul — 12-Week Program

Week 9 — Building Your Primary Workflow Improvement

Design and build your main improvement project.

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LessonBuilding a Simple Automation20mLessonBuilding a Workflow Improvement Project20mGuideMapping a Workflow Before Automating It15mGuideFinding the Biggest Administrative Bottlenecks15mHomeworkBuild Your Primary Workflow Improvement Project45m
The Overhaul — 12-Week Program

Week 10 — Testing & Refinement

Test your automation and refine the workflow.

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LessonTesting and Maintaining Automations20mGuideTesting and Monitoring Automations15mGuideWhen Not to Automate a Process15mHomeworkTest an Automation for Errors45m
The Overhaul — 12-Week Program

Week 11 — Implementation & Measurement

Put the improvement into practice and measure the results.

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LessonMeasuring Time and Cost20mLessonPresenting Results20mGuideMeasuring Time Saved With AI15mGuideMeasuring the Results of Workflow Improvements15mHomeworkMeasure Time Spent Before and After a Change45m
The Overhaul — 12-Week Program

Week 12 — Final Review & Next Steps

Review results, present outcomes, and plan the next 90 days.

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LessonCreating a Long-Term Improvement Plan20mGuideCreating a 90-Day Business Improvement Plan15mGuideTracking Operational Improvement Projects15mHomeworkPresent Your Business Improvement Results45mHomeworkCreate Your Next 90-Day Improvement Plan45m