Practical talks about AI, software, sales systems, and building faster.

Talk 1A

From Call to Completed Job: Scheduling, Dispatch and Quoting Habits for Busy Trade Shops

For: Trade business owners, office managers and dispatchers
Length: 20 to 30 min chapter talk, or a 45 to 60 min session

In most trade shops, the job isn't what eats the week. It's the admin around the job: calls that never became appointments, techs waiting on the next address, quotes that sat in someone's truck for three days. This session walks through the full first call to completed job flow and shows where work usually leaks, whether you run on paper, a whiteboard, spreadsheets or software. You'll leave with a simple operating rhythm for intake, scheduling, dispatch and quoting that fits a small or mid-size shop.

• A one-page map of the call to completion flow, with the handoffs where jobs, materials and money most often go missing
• Practical rules for the dispatch board: priority jobs, unassigned work, and waiting on materials vs ready to go
• How to turn quotes around faster using the templates you already have
• A short checklist for evaluating any scheduling or field-service tool, including when not to add software

Talk 1B

Job Done, Money In: Closing the Gap Between the Work and the Payment

For: Trade business owners and office staff
Length: 45 to 60 min session or workshop

Finishing the job is only half the work. Getting paid is the other half, and it's often where cash flow breaks. This session covers the path from completed work order to invoice to payment: why invoices go out late, why they get disputed, and what well-run shops do differently. It's practical and tool-agnostic, built around the everyday questions owners ask: what's incomplete, what's ready to invoice, and what's still outstanding?

• The ready to invoice test: what a work order needs before it can become a clean invoice
• Habits that shorten the time between job completion and invoice sent
• A weekly 15-minute review of incomplete jobs, uninvoiced work and outstanding balances
• How cleaner records during the year make tax time easier with your accountant

Talk 1C

From the Job Site to QuickBooks: Getting Clean Records from Trade-Contractor Clients

For: Enrolled agents, CPAs, bookkeepers and tax preparers who serve trade contractors (for example NAEA chapters and state EA societies). Fits a practice management track.
Length: 45 to 60 min webinar or chapter meeting

Trade contractors often keep their customer and invoice records in field-service apps, on paper or in spreadsheets, and that makes year-end work harder for the people who do their books and taxes. This session explains how contractor operations data can flow into QuickBooks, what an accountant or EA can review on the QuickBooks side, where that flow commonly breaks, and what to ask contractor clients to do each month. The guidance is vendor-neutral. The one live example uses a field-service tool that pushes customers and invoices to QuickBooks. This is not a tax-law session, and the software shown is not accounting software.

• How a contractor's day-to-day work (jobs, work orders, invoices) turns into records you can use
• Where customer and invoice data typically breaks between field software and QuickBooks, and how to spot it
• Questions to ask a trade client about how they schedule, quote and invoice, and what those answers tell you about their books
• A month-to-month record-keeping checklist to hand to contractor clients

The whole SnapSuite track

All three talks with who they're for, the lengths that work, and related videos. Every session is education first, with no product demo unless you ask for one.

Talk 2A

Lead Scoring Is a Prioritization Problem: Deciding Who Gets Your Next Call

For: Sales leaders, founders and B2B sales reps
Length: 30 to 45 min keynote, or a 60 min session

Most sales teams don't need more activity. They need better priorities. Automation makes it easy to send more messages, but volume without context is just noise. This session reframes lead scoring as a way to spend limited selling time on the right accounts, at the right moment, with the right context. It covers the signals that matter (fit, reachability, engagement and timing) and how to tell whether your scoring is actually working.

• The four signal families behind a useful score: fit, contactability, engagement and timing
• Why a score has to explain itself before reps will trust it
• How to measure whether higher-scored leads actually convert better, against your own baseline
• Where automation should prepare reps and where it should stay out of the way

Talk 2B

A Score Needs a Reason: Building Explainable AI Prospecting Your Reps Will Trust

For: Sales operations, revenue leaders and B2B marketing teams
Length: 90 min to half-day workshop, or a 60 min session

A score you can't explain is a score your reps will ignore. This session is a hands-on look at designing an AI-assisted prospecting workflow: defining your ideal customer profile, choosing scoring weights and disqualifiers, writing plain-English reasons a rep can read out loud on a call, and handling the times a rep disagrees with the machine. It also covers the guardrails: recency decay, opt-outs and do-not-contact as a hard stop.

• A worksheet for turning your ideal customer profile into scoring criteria and disqualifiers
• How to write score explanations that are useful on a live call
• How to treat rep overrides as data instead of noise
• Compliance and consent guardrails no score is allowed to override

Talk 2C

AI-Assisted Outbound for Manufacturers and B2B Sellers, Without Becoming Spam

For: Manufacturers, distributors, industrial and B2B sales teams, trade-show and association sales audiences
Length: 45 to 60 min session or panel contribution

Industrial and B2B sellers are being told AI will do their outbound for them. This session takes a grounded view. It covers what AI does well (research, list clean-up, first-draft personalization, prioritization) and what still needs a human (judgment, relationships, the actual conversation). It closes with a simple way to pilot AI-assisted prospecting on a small list before rolling it out to a whole team.

• Where AI saves reps time before the first call: research, validation and context
• Why human beats bot: AI should carry the repetitive work, not impersonate the rep
• How to cut tool sprawl (death by a thousand tabs) so context stays with the lead
• A small-sample pilot plan with clear success measures

The whole LeadScore AI track

All three talks with who they're for, the lengths that work, and related videos. Every session is education first, with no product demo unless you ask for one.

Running a Trade Business

SnapSuite track: call to completed job, job done to money in, and job site to QuickBooks.

AI-Assisted Lead Generation and Scoring

LeadScore AI track: prioritization, explainable scores, and outbound without the spam.

AI for Business Operations

Where AI fits in day-to-day workflows, how to spot useful automation, and how to avoid theater.

VibeCode 2 Profit

Vibe coding with engineering judgment, and building the smallest system that proves the point.

Short bio (about 60 words)

Long bio (about 230 words)

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Speaker one-sheet

One page with the bio, both tracks, formats, audiences, and booking details.

Headshots

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