Get Your [Sales] Act Together


Do you run a business in the trades or services industry? Are you looking for help with your sales process, but aren't sure where to start?

Get Your Sales Act Together begins with the very first client contact, progresses to the estimate and getting the job done, and concludes with your final invoice and follow-up process.

Through videos, activities, and concrete examples, we'll walk you through your current process step-by-step and guide you through identifying what to change and when.


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Creating a Sales Process

Creating a Sales Process will take what you already know about your business, and turn it into a clear method for moving your clients from initial contact through to final payment.


This course is for you if:

  • Your business offers mostly services
  • Your business performs an in-person estimate before scheduling a project
  • You struggle with balancing sales, getting the labor done, and sending out invoices
  • You struggle to train new staff because you don't have a written operations process


This course is NOT for you if:

  • Your business mostly sells products, not services
  • You have a clear sales process, and can integrate new staff easily
  • Your business operates mostly online/remote


Example Curriculum

  Introduction
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  Module 1: Leads
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  Module 2: Getting Clients
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  Module 3: Providing Service
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  Module 4: Invoicing and Payment
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  Conclusion
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Meet the Author


Jessi Burg has spent her entire career in seasonal industries, so she brings a unique perspective to company organization. In 2017, she started Pears to Perennials, a landscaping maintenance company based in Denver. Over its five year history, Pears to Perennials has had near zero staff turnover and averages an 85% client retention rate. As she built her landscaping company, she discovered being a business owner amplified her voice - so she began advocating for the trades and seasonal businesses.

Jessi started teaching other companies her strategies after earning a reputation for meaningful staff engagement and a values-driven culture. As a small business owner, Jessi thrived on proving that you can make a profit while breaking down class barriers. Through Outgrow Your Garage, she is building on that advocacy work by teaching other trades companies how to grow while maintaining sustainability and equity.