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B2B Brain for trades

You're on a roof when the next job rings. B2B Brain answers the admin.

Trades don't lose work for lack of skill. They lose it to a missed call, a quote written in the van and never chased, or a customer who heard back from someone else first. B2B Brain catches the enquiry, keeps the quote moving and shows which jobs are really worth your time.

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Your week in B2B Brain

Example data
Quotes awaiting reply
7 · £28,400
Missed calls recovered
11 this month
Won this month
£21,300

A normal Tuesday

You're mid-job. Two calls go to voicemail, a website form arrives, and a customer from last month sends WhatsApp photos of a new leak. That evening you remember one call, find the form on Thursday and reply to the photos on Friday. Three quotes from last week are still sitting in your sent folder. By the weekend, one of those callers has booked someone else.

Where the money leaks

Four places trades lose work without noticing.

None of these look like a problem on the day. Together they're often the difference between a steady month and a good one.

01

Missed calls on site

A call you can't answer is often a job that goes to whoever picks up. Most callers don't leave a message.

02

Unchased quotes

Customers compare two or three quotes. The one who follows up politely on day three is often the one who wins.

03

Low-margin work crowding out good work

Small repairs fill the diary; replacements and installs pay the bills. Without job-level margins you can't tell.

04

Adverts judged on clicks

Directory listings and ads look busy but it's unclear which produce the £5,000 jobs.

How B2B Brain helps

Every part of the system, applied to your business.

  • Website Intelligence

    See whether the ‘emergency repairs’ page or the ‘roof replacement’ page brings the higher-value enquiries — and which advert sent them.

    Learn more →

  • Unified Inbox

    Calls, forms, WhatsApp photos and Facebook messages on one list and on the customer's record, so the photos are there when you write the quote.

    Learn more →

  • Automation

    Missed calls get an automatic text-back, every enquiry is acknowledged, and quotes are chased on day three until the customer replies.

    Learn more →

  • Analytics

    Win rate, average job value and margin by job type and source — so you know whether repairs or replacements pay better.

    Learn more →

  • AI Business Brief

    A brief each evening: what came in, which quotes need chasing, and the one job to call about first tomorrow.

    Learn more →

Automations you'd switch on

Your rules, running quietly.

Missed-call recovery

  1. Missed call
  2. Text: ‘Sorry we missed you — on a job, will ring back by 5’
  3. Create enquiry
  4. Remind you at 4pm

Quote chase

  1. Quote sent
  2. Wait 3 days
  3. No reply?
  4. Friendly follow-up in your words
  5. Stop when they reply

Review request

  1. Job completed
  2. Wait 2 days
  3. Ask for a review with your Google link

Your end-of-day brief

What it would tell you.

End of day

Example data
  • •5 new enquiries today — 2 from missed calls already texted back.
  • •Q-0139 (£6,500, J. Smith) has had no follow-up for 4 days.
  • •Roof replacements from Google this quarter: £51,600 at 38% margin.
  • First action tomorrow: call John Smith about the roof quote.

Written from your own data. Patterns are correlations, not claims about cause.

Ask B2B Brain

Questions you'll finally get answered.

  • “Which quotes over £3,000 haven't been chased?”

  • “What margin did we make on repairs last month?”

  • “Which advert produced the most won jobs?”

  • “Who called and didn't get a call back?”

What you track

The numbers that matter to you.

  • Quote requests
  • Missed calls
  • Site visits
  • Job values
  • Quote follow-up
  • Margin by job type

Your pipeline

  1. Enquiry
  2. Site visit
  3. Quote sent
  4. Won
  5. Job booked
  6. Completed

FAQ

B2B Brain for trades: questions.

  • It's most useful exactly when there's nobody in the office. Automation handles the admin you can't do from a roof.

  • Yes — it works in your phone's browser, so you can check the day's enquiries and quotes between jobs.

Built for trades. Set up in minutes.

14-day free trial, no card needed. Start with customers, pipeline, quotes and jobs today; website intelligence, automation and the AI brief switch on in the same account as they launch.

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