Technology is evolving fast, and in this episode, Derek and Tim dive deep into how AI and tools like Plaud are transforming the way contractors handle sales, communication, and organization. Derek shares his firsthand experience with Plaud, a voice recording device that captures and organizes client conversations, and how it’s helping him become more efficient and professional in every step of the sales process.

In this episode, Tim and Derek discuss

• How falling behind on tech like AI can impact your contracting business
• Derek’s game-changing experience using Plaud to record and transcribe sales calls
• Why accurate notes are crucial for Shinfu and mini-fu sales calls
• The benefits of storing notes in a CRM for future reference and marketing
• How using tools like Plaud and ChatGPT streamlines communication, follow-up, and professionalism
• Real examples of using AI tools to better understand client needs and close more deals
• The power of visual assignment selling and sending tailored project photos during sales calls
• Creating digital checklists and punch lists that improve team communication and job tracking
• Embracing tech to stay ahead in the industry and better serve clients

Links from the episode: 

• Plaud: https://www.plaud.ai/

Resources: 

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