JobTread Kickoff: 10 Questions That Make or Break Your Implementation

Описание: 🔥 Book Your FREE Growth Audit → https://cal.com/mybetterboss.ai/jobtr...

📋 FREE KICKOFF GUIDE → https://drive.google.com/file/d/1Vubz...

You want to implement your JobTread system in 30 business days? It starts with ONE call.

The kickoff call is the most important 2 hours of your entire implementation. Get it wrong, and you'll spend months fixing a broken foundation. Get it right, and everything else falls into place.

In this video, I walk you through the exact 10 questions we cover in every kickoff call using the B.O.S.S. Method (Blueprint, Optimize, Systemize, Scale). This is Step 1 of the Blueprint phase — the plan that makes a 30-day JobTread implementation actually possible.

Pro tip: Record your kickoff call and feed it to AI to create your implementation roadmap automatically.

⏱️ TIMESTAMPS:

00:00 Introduction to JobTread System Implementation
00:18 Kickoff Call Overview
00:51 Company Snapshot and Service Mix
01:17 Evaluating Tech Stack and Sales Process
01:55 Deep Dive into Estimating Process
02:38 Supplier and Vendor Management
03:07 Budget Catalog Intake and Pricing
03:24 Identifying Bottlenecks and Priorities
04:15 Team Communication and Success Metrics
04:58 Utilizing the Workbook Guide
05:24 Final Tips for a Successful Kickoff Call

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🔟 THE 10 QUESTIONS THAT MAKE OR BREAK YOUR IMPLEMENTATION:

1️⃣ WHAT ARE YOUR 3-5 CORE SERVICES?
→ What brings the most profit and revenue?
→ Where do you get the most 5-star reviews?
→ What's rinse and repeat for your team?

2️⃣ WHAT'S YOUR CURRENT TECH STACK?
→ CRM, sales, marketing, takeoff tools
→ Rate each one: keep it, replace it, or boot it

3️⃣ WHAT DOES YOUR SALES PIPELINE LOOK LIKE?
→ Map every step from new lead to close out
→ Where are deals getting stuck?

4️⃣ WHAT'S YOUR PRODUCTION PROCESS STEP-BY-STEP?
→ Who's responsible for what?
→ What tasks happen at each stage?
→ What communication is required internally and externally?

5️⃣ HOW ARE YOU CURRENTLY ESTIMATING?
→ Are you creating estimates from scratch every time?
→ What tools are you using? (Hover, EagleView, Render, manual)
→ Where can we add parameters and formulas?

6️⃣ WHO ARE YOUR SUPPLIERS AND VENDORS?
→ Are you using integrated suppliers? (Home Depot, etc.)
→ What local supplier logins do we need?
→ What line items need to be imported?

7️⃣ WHAT'S YOUR PRICING BY TRADE?
→ In-house hourly vs. subcontractor rates
→ Material costs and markups
→ Budget catalog intake form

8️⃣ WHERE ARE YOUR BOTTLENECKS AND PAIN POINTS?
→ What's slowing you down the most?
→ Review 3-10 previous jobs for inconsistencies
→ Where do you need the most improvement?

9️⃣ WHO WILL USE JOBTREAD AND WHAT ACCESS DO THEY NEED?
→ Team members, roles, responsibilities
→ What information should each role see?
→ Permission levels and access control

🔟 WHAT ARE YOUR SUCCESS METRICS?
→ SMART goals: Specific, Measurable, Attainable, Realistic, Time-bound
→ Close rate improvement?
→ Time saved?
→ Additional revenue?

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📥 FREE RESOURCES:

📋 Kickoff Call Workbook Guide (FREE):
https://drive.google.com/file/d/1Vubz...

📘 JobTread Connect 2026 Workbook:
Go to JobTread → Profile → Connect 2026

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🔗 LINKS:

🚀 Book Your Free Growth Audit:
https://cal.com/mybetterboss.ai/jobtr...

🌐 Better Boss Website:
https://better-boss.ai

🔧 JobTread:
https://www.jobtread.com

📧 Brittney: [email protected]
📱 Phone: (720) 636-9500

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💡 KICKOFF CALL PRO TIPS:

→ Bring key leadership members to the meeting
→ Meet in a room together or via Zoom
→ RECORD the call — feed it to AI to create your roadmap
→ Turn off phones and dial in completely
→ Complete the workbook guide with your team beforehand
→ This call can be exhausting — come prepared and focused

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🎯 ABOUT BETTER BOSS:

Better Boss is the only JobTread Certified Implementation Partner that builds your complete operating system in 30 business days — guaranteed.

The kickoff call is Step 1 of the B.O.S.S. Method Blueprint phase. Nail this, and everything else falls into place.

We only take limited clients per month. Every single one has given us 5 stars.

You didn't start your business to work 60 hours a week. You started for freedom, for family, and for something better.

Better starts now.

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#JobTread #JobTreadKickoff #JobTreadImplementation #ContractorSoftware #ConstructionManagement #BetterBoss #JobTreadSetup #BOSSMethod #ContractorBusiness #RoofingBusiness #RemodelingBusiness #ConstructionTech #ContractorTips #JobTreadChecklist #ContractorSystems

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Better Boss | JobTread Certified Implementation Partner
Highlands Ranch, Colorado
https://better-boss.ai