Your First 30 Days in TradeOps Collective — The Checklist

Don't jump around randomly. Follow this checklist. It takes 30 days to see the impact.

Week 1: Foundation

Day 1: Introduce yourself in Community Discussion (who you are, what kind of trades, what problem you're trying to solve)

Day 1: Download the Invoice Template Pack from Money & Finance (saves 5 hours/week)

Day 2: Download the Cash Flow Tracker (shows you exactly where money is stuck)

Day 3: Watch "How to use the Invoice Template Pack" training (10 min)

Day 4: Set up the Bookkeeping System in your spreadsheet or QB

Day 5: Download one of the Sales templates (Proposal Template or Closing Script)

Day 6-7: Rest or start implementing—no forcing it

Week 2: Cash Flow Fix

Watch "Cash Flow Fundamentals for Contractors" training (15 min)

Plug your last 3 months of income into the Cash Flow Tracker

Find where money is sitting (slow customer payments, subcontractor timing, material costs, labor absorption)

Watch "Payment Terms Negotiation Script" (8 min)—implement with your next invoice

Post questions in Community Discussion (we answer same day)

Week 3: Lead Flow & Sales

Download the Lead Capture System from Marketing (organizing leads, follow-up process)

Watch "How to Stop Missing Calls" (10 min)

Set up one lead source (Google Local Service Ads or community referral tracking)

Review one Sales template and adapt it to your specific service

Share your lead strategy in the group (we'll give feedback)

Week 4: Operations & Crew

Download the Job Management System from Operations

Watch "Scheduling Reality: Managing Subs and Crew" (12 min)

Set up job tracking for your next 5 jobs (test it)

Download the Crew Workflows guide (your team process—searchable)

If you're using Jobber or Wave, hit the "Tools I Recommend" section for setup guides

By Day 30:

You've eliminated 5+ hours of admin work per week (Invoice Template alone does this)

You know where your cash flow gets stuck and have a fix in motion

You have a lead capture system running

You have a repeatable job management process

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skool.com/tradeops-collective-1275

"The Tradie MBA" for residential service owners doing $500K to $2M who are ready to stop running the truck and start running the business."