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Take our 5 minute quiz and get a personalized Contractor Growth Plan here: https://trybta.com/DL239
To learn more about Breakthrough Academy, click here: https://trybta.com/EP239
The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment. Today, Liveswitch CRO James Hatfield is on the show to talk about how create a seamless and speedy experience for customers using virtual --quoting.
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Here’s a hard reality:
The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment.
But most trades businesses struggle to make that a reality for their customers.
Today, I’m joined by James Hatfield, CRO at LiveSwitch, to unpack a faster, smarter way to sell—without losing the human connection.
We’ll cover how expectations have shifted, where contractors are still falling short, and how to blend speed with authenticity in every step of the sales journey.
If you want to win the “race to the face” and elevate your customer experience, this one’s for you.
00:00 - Intro
02:03 - History of Liveswitch
04:15 - Balancing race to face vs. personalization
07:46 - What does the modern buyer expect from a sales process?
11:02 - What does the virtual quoting experience look like for customers?
16:37 - Benefits of tech-enabled sales
24:19 - Creating a tech-enabled review/referral process
27:04 - Claiming the property with QR codes
32:16 - Does EVERY customer really prefer tech-enabled sales?
34:20 - Other tech to add to your stack
39:08 - Final thoughts and wrap up
By Breakthrough Academy4.7
4949 ratings
Take our 5 minute quiz and get a personalized Contractor Growth Plan here: https://trybta.com/DL239
To learn more about Breakthrough Academy, click here: https://trybta.com/EP239
The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment. Today, Liveswitch CRO James Hatfield is on the show to talk about how create a seamless and speedy experience for customers using virtual --quoting.
--
Here’s a hard reality:
The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment.
But most trades businesses struggle to make that a reality for their customers.
Today, I’m joined by James Hatfield, CRO at LiveSwitch, to unpack a faster, smarter way to sell—without losing the human connection.
We’ll cover how expectations have shifted, where contractors are still falling short, and how to blend speed with authenticity in every step of the sales journey.
If you want to win the “race to the face” and elevate your customer experience, this one’s for you.
00:00 - Intro
02:03 - History of Liveswitch
04:15 - Balancing race to face vs. personalization
07:46 - What does the modern buyer expect from a sales process?
11:02 - What does the virtual quoting experience look like for customers?
16:37 - Benefits of tech-enabled sales
24:19 - Creating a tech-enabled review/referral process
27:04 - Claiming the property with QR codes
32:16 - Does EVERY customer really prefer tech-enabled sales?
34:20 - Other tech to add to your stack
39:08 - Final thoughts and wrap up

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