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Automation

3 min read
How RAG and Vectorized Data Turn AI into Your Business’s Second Brain
AI chatbots don’t fail because they’re dumb—they fail because they don’t know your business. Here’s how vectorized data and RAG fix that. Why Most AI...

2 min read
Why Most People Miss the Mark with AI—and How to Unlock Its Real Value
AI isn’t just for quick answers—it’s a full-stack growth engine for roofing businesses. Here’s how to move beyond basic prompts and unlock its true...

3 min read
How Bookkeeping Automation Saves Thousands of Clicks Every Month
Discover how smart workflow automation is streamlining bookkeeping, syncing platforms like QuickBooks and HubSpot, and transforming operations with...

3 min read
Recruitment Success Part 3: Build a Fast, Clear Hiring Process to Win Top Talent
Unlock top talent with a recruitment process built on speed, clarity, vision, and a human touch. This is PART THREE of our four part Recruiting...

2 min read
The Importance of Clean Data: How to Build a Scalable Sales Machine
TL;DR: Dirty data = bad decisions. Clean, consistent, automated data = scalable growth. Here's how to get there. Why Is Clean Data Critical for Sales...

4 min read
Mastering Sales Pipeline Reporting: The Adam Sand Playbook
Alright, let’s get into it. If you’re running a roofing business—or any business, really—and you’re not leveraging your sales pipeline data, you’re...

3 min read
Leveraging Technology for Success: A Roofer's Guide to Closing More Sales

12 min read
Business Technology 101: Marketing Automation
Introduction Welcome to Business Technology 101! In today's article, we'll be looking at marketing automation. If you missed my earlier articles in...

2 min read
The Roofer's Guide To Software: What Is Arrivy?
This is the second in my series of posts, The Roofer's Guide To Software. If you missed the first one, you can find it here: The Roofer's Guide To...