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.

Learning Track

Track 1 — AI Foundations

A structured learning track covering ai foundations. Work through the lessons in order, then apply them with the related homework.

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LessonWhat AI Can and Cannot Do20mLessonChoosing the Right AI Tool20mLessonPrompting Fundamentals20mLessonAdvanced Prompting for Business20mLessonWorking With Documents and Files20mLessonAI Privacy, Security, and Verification20m
Learning Track

Track 2 — Everyday Business Productivity

A structured learning track covering everyday business productivity. Work through the lessons in order, then apply them with the related homework.

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LessonAI for Email and Communication20mLessonAI for Documents and Reports20mLessonAI for Meetings and Action Items20mLessonBuilding Reusable Templates20mLessonOrganizing Business Information20mLessonReducing Repetitive Administration20m
Learning Track

Track 3 — Spreadsheets & Business Data

A structured learning track covering spreadsheets & business data. Work through the lessons in order, then apply them with the related homework.

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LessonExcel Fundamentals20mLessonGoogle Sheets Fundamentals20mLessonAI-Assisted Formulas20mLessonCleaning and Structuring Data20mLessonBusiness Reporting20mLessonBuilding Dashboards20mLessonIntroduction to Power BI20mLessonTurning Data Into Decisions20m
Learning Track

Track 4 — Financial Administration

A structured learning track covering financial administration. Work through the lessons in order, then apply them with the related homework.

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LessonUnderstanding Bookkeeping Workflows20mLessonQuickBooks Reporting20mLessonFinancial Data Exports20mLessonMonthly Financial Reviews20mLessonInvoice and Expense Workflows20m
Learning Track

Track 5 — Estimating & Customer Workflows

A structured learning track covering estimating & customer workflows. Work through the lessons in order, then apply them with the related homework.

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LessonBuilding Estimate Templates20mLessonDrafting Scopes of Work20mLessonCreating Customer Proposals20mLessonCRM Fundamentals20mLessonCustomer Follow-Up Systems20mLessonManaging Customer Communications20m
Learning Track

Track 6 — Operations & Maintenance

A structured learning track covering operations & maintenance. Work through the lessons in order, then apply them with the related homework.

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LessonWork-Order Documentation20mLessonPreventive Maintenance Planning20mLessonCMMS Fundamentals20mLessonMaintenance Reporting20mLessonInventory and Purchasing20mLessonScheduling and Dispatch20mLessonProject Tracking20mLessonManufacturing Data Analysis20m
Learning Track

Track 7 — SOPs & Knowledge Management

A structured learning track covering sops & knowledge management. Work through the lessons in order, then apply them with the related homework.

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LessonWriting Better SOPs20mLessonCreating Employee Training Materials20mLessonBuilding an Internal Knowledge Base20mLessonOnboarding and Training Checklists20m
Learning Track

Track 8 — Automation

A structured learning track covering automation. Work through the lessons in order, then apply them with the related homework.

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LessonUnderstanding Automation20mLessonMapping Business Processes20mLessonZapier Fundamentals20mLessonMake Fundamentals20mLessonPower Automate Fundamentals20mLessonBuilding a Simple Automation20mLessonTesting and Maintaining Automations20m
Learning Track

Track 9 — Business Improvement

A structured learning track covering business improvement. Work through the lessons in order, then apply them with the related homework.

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LessonIdentifying Operational Bottlenecks20mLessonPrioritizing Improvement Opportunities20mLessonMeasuring Time and Cost20mLessonBuilding a Workflow Improvement Project20mLessonPresenting Results20mLessonCreating a Long-Term Improvement Plan20m