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.

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Essential AI lessons for beginners

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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.

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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

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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
LessonL056

Creating a Long-Term Improvement Plan

Lesson: Creating a Long-Term Improvement Plan.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL055

Presenting Results

Lesson: Presenting Results.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL054

Building a Workflow Improvement Project

Lesson: Building a Workflow Improvement Project.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL053

Measuring Time and Cost

Lesson: Measuring Time and Cost.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL052

Prioritizing Improvement Opportunities

Lesson: Prioritizing Improvement Opportunities.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL051

Identifying Operational Bottlenecks

Lesson: Identifying Operational Bottlenecks.

Intermediate20 minBusiness Growth & Management
Free
Start
LessonL050

Testing and Maintaining Automations

Lesson: Testing and Maintaining Automations.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL049

Building a Simple Automation

Lesson: Building a Simple Automation.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL048

Power Automate Fundamentals

Lesson: Power Automate Fundamentals.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL047

Make Fundamentals

Lesson: Make Fundamentals.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL046

Zapier Fundamentals

Lesson: Zapier Fundamentals.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL045

Mapping Business Processes

Lesson: Mapping Business Processes.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL044

Understanding Automation

Lesson: Understanding Automation.

Intermediate20 minAutomation & Integrations
ZapierMakePower Automate
Free
Start
LessonL043

Onboarding and Training Checklists

Lesson: Onboarding and Training Checklists.

Intermediate20 minSOPs & Employee Training
Free
Start
LessonL042

Building an Internal Knowledge Base

Lesson: Building an Internal Knowledge Base.

Intermediate20 minSOPs & Employee Training
Free
Start
LessonL041

Creating Employee Training Materials

Lesson: Creating Employee Training Materials.

Intermediate20 minSOPs & Employee Training
Free
Start
LessonL040

Writing Better SOPs

Lesson: Writing Better SOPs.

Intermediate20 minSOPs & Employee Training
Free
Start
LessonL039

Manufacturing Data Analysis

Lesson: Manufacturing Data Analysis.

Intermediate20 minManufacturing & Operations
ERP softwareMicrosoft Excel
Free
Start
LessonL038

Project Tracking

Lesson: Project Tracking.

Intermediate20 minScheduling & Project Management
Monday.comAsanaServiceTitan
Free
Start
LessonL037

Scheduling and Dispatch

Lesson: Scheduling and Dispatch.

Intermediate20 minScheduling & Project Management
Monday.comAsanaServiceTitan
Free
Start
LessonL036

Inventory and Purchasing

Lesson: Inventory and Purchasing.

Intermediate20 minInventory & Purchasing
FishbowlSortlyCin7
Free
Start
LessonL035

Maintenance Reporting

Lesson: Maintenance Reporting.

Intermediate20 minMaintenance & CMMS
FiixMaintainXUpKeep
Free
Start
LessonL034

CMMS Fundamentals

Lesson: CMMS Fundamentals.

Intermediate20 minMaintenance & CMMS
FiixMaintainXUpKeep
Free
Start
LessonL033

Preventive Maintenance Planning

Lesson: Preventive Maintenance Planning.

Intermediate20 minMaintenance & CMMS
FiixMaintainXUpKeep
Free
Start