Emails, texts, posts, video scripts, images, flyers and a calculator for your website. Put in your code below and your own link is filled in everywhere.
Your details
Fill in your link once
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Choose an image and a post for where your clients see you.
4
Watch your dashboard
Every visit, every real person and every form shows up on your dashboard.
Emails to send
Pick the one that fits, change a word or two so it sounds like you, and send it from your own email.
The intro email (copy Josh in)
A client you want to introduce to Josh
Subject
{FIRST}, meet Josh
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
I want you to meet Josh. I've copied him on this email.
Josh runs Custom Trade Workflows. They help offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
Tell Josh what eats your week, and they'll write you a plan. The plan is free and takes them a day. If they can't help, Josh will tell you straight.
Josh, {FIRST} is a client of mine. I'll let you two take it from here.
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Send it to one client with Josh in the Cc line (josh.thomas@customtradeworkflows.com). It has no link on purpose: Josh takes it from there.
The intro email, for a client who's buried
A client who is clearly buried in office work
Subject
Some help with the office pile
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
I know the office work has piled up on you lately, so I want you to meet Josh. I've copied him here.
Josh runs Custom Trade Workflows. They take office work off trades businesses. There's nothing to pay up front, and they're only paid out of the money they save you.
Just tell him what's piling up, and they'll write you a plan. It's free and takes them a day. If they can't help, he'll say so.
Josh, {FIRST} is a good client of mine. I'll let you two take it from here.
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
For a client who has told you they're drowning. Put Josh in the Cc line (josh.thomas@customtradeworkflows.com) and send it while it's on their mind.
Send this to one client today
Any client who is always behind on office work
Subject
Something for your office
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
I came across a company I think could help you. It's called Custom Trade Workflows.
They help offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
There's nothing up front, and you can cancel any time. If they can't help, they'll tell you straight.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Pick one client who's always behind and send it from your own email. Change the first line so it sounds like you.
Bookkeeper or accountant to a client
Bookkeepers and accountants, to a client behind on office work
Subject
A thought about your office work
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
I keep the books for a lot of trades shops, so I see how much office work owners carry. I know it's been piling up on you lately.
I came across a company that might help. It's called Custom Trade Workflows. They help offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
If you do taxes instead, change the first line to say so. Keep the rest about office work and time, as written.
Insurance or bond agent to a contractor
Insurance and bond agents, to a contractor client
Subject
A thought before your renewal
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
Your renewal is coming up, and so is the paperwork that comes with it. I know that kind of office work eats into your week.
I came across a company that might help. Custom Trade Workflows helps offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
Nothing changes on my end. I'll still look after your bond and coverage like always.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Send it a few weeks before a renewal. If it's an audit instead, swap the word "renewal" for "audit" in the subject and first line.
Business coach or consultant to a client
Business coaches and consultants, to a member or client
Subject
One thing to hand off
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
You know I keep asking what you can hand off, so you can work on the business and not just in it. Office work is near the top of that list.
I came across a company that might help with it. Custom Trade Workflows helps offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
The plan is free and takes them a day. If they can't help, they'll tell you straight. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Good after a session where office work came up. Send it to one member or client at a time, not to your whole group.
Supply house or equipment rep to a customer
Supply houses and equipment reps, to a customer they see every week
Subject
Saw this and thought of you
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
You've told me more than once that the office work never stops. I came across something that might help.
Custom Trade Workflows helps offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
There's nothing up front, and you can cancel any time. The plan is free and takes them a day. Here's their page:
{LINK}
See you next week,
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
For a regular you talk with at the counter or on your route. Send it after they've mentioned the office side, so it lands as a follow-on to that talk.
Marketing agency or web designer to a busy client
Marketing agencies and web designers, to a client with more work than the office can handle
Subject
More jobs, more office work
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
Your phone is ringing more, and that's the goal. But more jobs also means more office work, and I know your office is stretched thin.
I came across a company that might help with that side. Custom Trade Workflows helps offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Change the first line to fit what you do for them, like "Your site is bringing in more calls." Send it when they tell you the office can't keep up.
Owner or office manager to a peer
Owners and office managers, to someone they know at another shop
Subject
Thought of your shop
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
You know as well as I do that the office side of a shop never lets up.
I came across a company called Custom Trade Workflows, and what caught my eye is how they're paid. There's nothing up front. You keep half of what they save you, and they're paid from the other half for twelve months. After that, it's all yours.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Send it to someone you know at another shop. Keep it to how they're paid, as written, and don't add stories of your own.
The Form Switch email
Anyone whose clients pay for a form app
Subject
Your form app bill
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
Do you still pay for a form app? Custom Trade Workflows will cut that bill in half. You pay them half of what it costs you, for twelve months. From month 13, you pay nothing.
They set up your own forms free in 7 days, with no commitment. Every day they're late takes a month off the twelve. And you don't pay a single dollar until you decide to use what they've built.
It works on desktop, tablet and phone. After the first year, it's yours.
They only take 4 builds a month. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
For a client you know pays for a form app. Never name the company behind it: just say "your form app", as written.
The Dig-Out email
A client who is behind, with a deadline coming
Subject
Behind, with a date coming up?
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
You said you're behind, and there's a date coming up. I came across a company that might help.
Custom Trade Workflows takes the backlog on and finishes it by a date they guarantee. You don't pay until it's done. And if they can't help, they'll give you a straight no.
They call it the Dig-Out. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change what you pay.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Send it when a client says they're behind and a date is close. Never guess at a price or at how they'd do it: leave that to Josh.
A gentle follow-up, a week later
A client who didn't answer the one-client email
Subject
My note last week
Email
Hey {FIRST},
Full disclosure: Custom Trade Workflows pays me if you become a client.
I sent you a note last week about Custom Trade Workflows. No pressure at all.
If office work is still eating your week, the plan is free and takes them a day. They're only paid out of the money they save you, so you don't have to worry about paying for it.
Here's their page again:
{LINK}
And if the timing is wrong, that's fine too.
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Send it once, a week after "Send this to one client today" if there's no answer. After that, let it rest.
Newsletter series, part 1: where the week goes
Partners with an opted-in email list
Subject
Where your week goes
Email
Hello,
Full disclosure: Custom Trade Workflows pays me if you become a client.
Think back on last week. How many nights did you spend on office work?
Forms, calls, paperwork, chasing people for answers. None of it is why you went into the trades. And every hour of it is an hour away from the job, your crew or your family.
The usual fix is to hire someone. But hiring takes weeks, and then they still have to learn the job.
Next time, I'll share how one company, Custom Trade Workflows, takes office work off owners with nothing up front. If you'd like a look first, here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
Only for a list that asked to hear from you. Send part 2 a few days to a week later.
Newsletter series, part 2: how they're paid
Partners with an opted-in email list
Subject
You keep half
Email
Hello,
Full disclosure: Custom Trade Workflows pays me if you become a client.
Last time, I asked how many nights you spend on office work. Here's the way to hand it off that I said I'd share.
Custom Trade Workflows helps trades offices free up their time. There's nothing to pay up front, and they're only paid out of the money they save you.
You keep half of what they save you. They're paid from the other half for twelve months. After that, it's all yours.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
The second of three. Send part 3 a few days to a week later.
Newsletter series, part 3: what they put in writing
Partners with an opted-in email list
Subject
What they put in writing
Email
Hello,
Full disclosure: Custom Trade Workflows pays me if you become a client.
Last time, I shared how Custom Trade Workflows is paid: only out of the money they save you. Here's what they put in writing.
Nothing up front.
Every number agreed before they start.
Cancel any time, and you don't have to say why.
A full year of support.
And if they can't help, a straight no.
That last one says a lot. They're only paid from what they save you, so work they can't improve is work they'd do free. They'd rather tell you no.
The plan is free and takes them a day. Here's their page:
{LINK}
{YOU}
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
When you copy it, the lines the law asks for are added at the bottom: that itthe lines the law asks for are added at the bottom: that it’s an ad, our postal address, and how to opt out. Leave them in.rsquo;s a paid recommendation, our postal address, and how to opt out. Leave them in.
The last of three. After this, go back to your usual newsletter.
Texts and direct messages
Short notes for one person at a time, each with your link and a line saying you may be paid.
When a client says they're slammed
Text to one client
Text or DM
Hey {FIRST}, you said you're slammed. Custom Trade Workflows takes office work off trades businesses. There's nothing up front, and they're only paid out of what they save you. (I'm a paid partner of theirs.) Here's the page: {LINK}
Send it the same day they tell you, while it's fresh.
After a site visit
Text to one client
Text or DM
Thanks for the walk-through, {FIRST}. You said the office is behind. Josh at Custom Trade Workflows takes that kind of work off owners. The plan is free and takes them a day. (I'm a paid partner of theirs.) {LINK}
Send it after a visit where the office side came up.
When a client asks if you know anyone
Text to one client
Text or DM
Yes: Josh at Custom Trade Workflows. They take office work off trades businesses, and they're only paid out of the money they save you. If they can't help, they'll say so. (I'm a paid partner of theirs.) {LINK}
For when someone asks you who could help with the office side.
A client who's hiring for the office
Text to one client
Text or DM
Hey {FIRST}, saw you're hiring for the office. Before you hire, it may pay to free up office hours first. The folks at Custom Trade Workflows are only paid out of what they save you. (I'm a paid partner of theirs.) {LINK}
For a client with an office job posted. It's an idea to weigh, not a reason to stop hiring.
A client who pays for a form app
Text to one client
Text or DM
Hey {FIRST}, still paying for a form app? Custom Trade Workflows will cut that bill in half. They set up your own forms free in 7 days. Not a dollar until you decide to use them. (I'm a paid partner of theirs.) {LINK}
Pick the Form Switch page as your link for this one. Never name the company behind their form app.
A client who's behind, with a date coming
Text to one client
Text or DM
Hey {FIRST}, you said you're behind with a date coming up. Custom Trade Workflows takes the backlog on and finishes it by a date they guarantee. You don't pay until it's done. (I'm a paid partner of theirs.) {LINK}
Pick the Dig-Out page as your link for this one. Never guess at a price.
A reply in a group chat
One reply, in a group you belong to
Text or DM
Since you asked: I'm a paid partner of Custom Trade Workflows. They take office work off trades businesses. There's nothing up front. They're only paid out of what they save you, and you can cancel any time. {LINK}
Only as an answer when someone asks, and only where the group's rules allow it. Post it once, never across many groups.
A LinkedIn message to a contact
A direct message to one person you know
Text or DM
Hi {FIRST}, one thing first: I'm a paid partner of the company below. If office work eats your week, Custom Trade Workflows might help. There's nothing up front. They're only paid out of what they save you. {LINK}
Send it to one contact you know, not as a mass message.
A Facebook Messenger note
A direct message to one person you know
Text or DM
Hey {FIRST}, saw your post about the paperwork pile. Heads up: I'm a paid partner of the folks below. Custom Trade Workflows takes office work off trades businesses. There's nothing up front. Here's their page: {LINK}
Reply to one person's post by message, not in the comments of a stranger's post.
Owner to a peer at another shop
Text to one person you know
Text or DM
Hey {FIRST}, thought of you: Custom Trade Workflows. You keep half of what they save you, and they're paid from the other half for a year. Then it's all yours. (I'm a paid partner of theirs.) {LINK}
Send it to one person you know. Keep it to how they're paid, as written.
Social posts
Posts for your own pages and for groups whose rules allow them; each says you're a paid partner near the top, so keep that line where it is.
The owner doing office work at night
LinkedIn · Trades owners and office managers you know · image: week-back
Post
A lot of trades owners finish the day's jobs, then start the office work.
(I'm a paid partner of Custom Trade Workflows.)
The work keeps coming. The office can't keep up. So the owner fills the gap at night and on weekends.
When I see that, I tell them about Custom Trade Workflows.
I can't tell you what they'd change in your office. Nobody can until they've looked. But I like how their deal works:
Nothing up front.
They're only paid out of the money they save you.
Cancel any time, no questions asked.
If they can't help, they'll tell you straight.
Start by telling them the one office job you'd hand off first. The plan is free and takes them a day.
{LINK}
Reads best from someone who sees the problem up close: a bookkeeper, an agent, a coach or a rep. Swap the first line for something you've seen yourself, and keep the paid-partner line where it is.
Why the Keep-Half Deal is easy to recommend
LinkedIn · Owners and office managers in your network · image: keep-half
Post
Most help for a busy office asks you to pay first and hope it works.
(I'm a paid partner of Custom Trade Workflows.)
Their Keep-Half Deal turns that around.
There's nothing up front.
If they save you money, you keep half of the saving. They're paid from the other half, for twelve months.
After that, the saving is all yours.
If it saves nothing, you owe nothing.
Every number is agreed in writing before they start.
You can cancel any time, no questions asked.
That's why I'm comfortable putting my name next to theirs. Nobody has to take anyone's word for anything.
If office work is eating your week, start with the free plan. It takes them a day.
{LINK}
Any partner can post this. Add the Keep-Half image, or let your link show its own preview. If someone asks in the comments how much they'd save, point them to the free plan; nobody knows until they've looked.
Paying for a form app?
LinkedIn · Owners who pay for a form app every month · image: form-switch
Post
Paying for a form app? Custom Trade Workflows will cut that bill in half.
(I'm a paid partner of theirs.)
It's called the Free 7-Day Form Switch. Here's the deal:
They set up your own forms free, in 7 days. Desktop, tablet and phone.
You don't pay a single dollar until you decide to use what they've built.
Then their fee is half of what your form app costs you now, for twelve months.
From month 13, you pay nothing, and it's yours.
And every day they're late takes a month off the twelve.
They only take 4 new builds a month, so it's worth asking early.
If your crew fills in forms on a phone every day, have a look: {LINK}
For anyone whose clients pay a monthly bill for a form app. Don't name their form app, here or in the comments. You can point your link at the Form Switch page for this one.
What I tell clients who are drowning
LinkedIn · Clients and contacts who own a trades business
Post
What I tell clients who are drowning in office work:
(I'm a paid partner of Custom Trade Workflows.)
1. You're not the only one. I hear it a lot.
2. Don't pay anyone up front to fix it on a promise.
3. Talk to Custom Trade Workflows.
Why them? There's nothing up front, and they're only paid out of the money they save you. If they can't help, they'll tell you straight. The first step is a free written plan, and it takes them a day.
Worst case, you keep a free plan.
{LINK}
For bookkeepers, coaches and agents who hear this from clients. Put the three points in your own words if you like, but keep the second one: it's the reason this deal is easy to pass on.
Five straight answers
LinkedIn · Your network on LinkedIn · image: guarantees
Post
Before I send a client to anyone, I want five straight answers.
(I'm a paid partner of Custom Trade Workflows.)
Here's how they answer them:
1. Do they want money up front? No. Nothing up front.
2. How are they paid? Only out of the money they save you.
3. Can you cancel? Yes. Any time, no questions asked.
4. Is it in writing? Every number, before they start.
5. Will they tell you no? Yes. If they can't help, they'll tell you straight.
That's a deal I'm happy to pass on. The first step is a free plan, and it takes them a day.
{LINK}
A list is easy to read on a phone. Post it with the guarantees image. Don't add a sixth point about savings or results.
Ask your network a question
LinkedIn · Owners and office managers who follow you
Post
Owners and office managers: which office job would you hand off first?
(I'm a paid partner of Custom Trade Workflows.)
Tell me in the comments. I'm curious what comes up most.
I ask because it's the first thing Custom Trade Workflows asks too. Tell them the office job that eats your week, and they'll write you a free plan within 24 hours.
There's nothing up front. They're only paid out of the money they save you. And you can cancel any time, no questions asked.
If they can't help, they'll tell you straight. Either way, the plan is yours to keep.
{LINK}
Questions get comments, and comments carry a post further. Answer replies in your own words, and don't promise anyone a result in the comments.
Office work at night
Facebook · Owners who follow your page · image: keep-half
Post
(I'm a paid partner of Custom Trade Workflows.)
If you run a trades business, you know the office work never really stops. It just moves to nights and weekends.
Custom Trade Workflows has a deal I like. There's nothing up front, and they're only paid out of the money they save you. You keep half of the saving, and after twelve months it's all yours. Cancel any time.
Tell them the office job that eats your week. The plan is free and takes them a day.
{LINK}
For your own page. Pairs with the Keep-Half image.
Half your form bill
Facebook · Owners who pay for a form app · image: form-switch
Post
(I'm a paid partner of Custom Trade Workflows.)
Paying for a form app every month? They'll cut that bill in half.
They set up your own forms free in 7 days, on desktop, tablet and phone. You don't pay a single dollar until you decide to use what they've built. Then their fee is half your old bill for twelve months, and from month 13 it's nothing.
They only take 4 new builds a month.
{LINK}
For your own page, or a group whose rules allow it. Don't name anyone's form app in the post or the comments. You can point your link at the Form Switch page.
Behind, with a date coming
Facebook · Owners who are behind, with a deadline · image: dig-out
Post
(I'm a paid partner of Custom Trade Workflows.)
Behind on office work, with a date coming up?
Custom Trade Workflows has something called the Dig-Out. They take the backlog on and finish it by a date they guarantee. You don't pay until it's done.
And if they can't help, they'll tell you straight.
If that's you, or an owner you know, start here: {LINK}
Good before a busy season or a deadline. Never give a price for the Dig-Out: there isn't a set one. You can point your link at the Dig-Out page.
For the owners in a group
Facebook · Members of a group whose rules allow it · image: week-back
Post
(I'm a paid partner of Custom Trade Workflows, so I may be paid if you become a client.)
For the owners in here: if the office is drowning and you don't know where to start, start with a free plan.
Tell Custom Trade Workflows the one office job you'd hand off first. The plan is free and takes them a day. If they can't help, they'll say so. If they can, there's nothing up front, and they're only paid out of the money they save you.
{LINK}
Only in groups whose rules allow posts like this, and ask the admin first (the message for that is at the end of this section). Stay around to answer questions in the comments.
An honest question for owners
Facebook · Owners who follow your page
Post
(I'm a paid partner of Custom Trade Workflows.)
Owners, honest question: when did office work last stay out of your Saturday?
If it's been a while, have a look at Custom Trade Workflows. They help offices like yours free up their time. And you don't have to worry about paying for it. They're only paid out of the money they save you.
Nothing up front. Cancel any time.
{LINK}
For your own page. Lands best at the end of the week.
Keep-Half image caption
Instagram · Owners who follow you · image: keep-half
Post
(I'm a paid partner of Custom Trade Workflows.) If they don't save you money, you don't pay them.
That's their Keep-Half Deal. Nothing up front. You keep half of what they save you, and they're paid from the other half for twelve months. After that, it's all yours. Cancel any time.
Tell them the office job that eats your week. The plan is free and takes them a day.
Link in my bio, or copy it here: {LINK}
#contractors #plumbing #hvac #electrician #roofing
Instagram doesn't make links in captions clickable, so put your link in your bio before you post. Use the square image in the feed and the tall one in Stories.
Form Switch image caption
Instagram · Owners who pay for a form app · image: form-switch
Post
(I'm a paid partner of Custom Trade Workflows.) Paying for a form app? They'll cut that bill in half.
They set up your own forms free in 7 days, for desktop, tablet and phone. Not a single dollar until you decide to use what they've built. Then half your old bill for twelve months, and nothing from month 13. After that, it's yours.
They only take 4 new builds a month.
Link in my bio, or copy it here: {LINK}
#contractors #fieldservice #hvac #plumbing #electrician
Put your link in your bio first, since caption links don't click. Square image in the feed, tall one in Stories. Don't name anyone's form app.
Dig-Out image caption
Instagram · Owners who are behind, with a deadline · image: dig-out
Post
(I'm a paid partner of Custom Trade Workflows.) Behind, with a date coming?
They take the backlog on and finish it by a date they guarantee. You don't pay until it's done. And if they can't help, they'll tell you straight.
Link in my bio, or copy it here: {LINK}
#contractors #smallbusiness #officemanager
Put your link in your bio first. Square image in the feed. Never give a price for the Dig-Out.
Week-back image caption
Instagram · Owners and office managers who follow you · image: week-back
Post
(I'm a paid partner of Custom Trade Workflows.) Is office work eating your week?
Nights, weekends, the Saturday catch-up. Tell Custom Trade Workflows the one office job you'd most like back. They'll send you a free written plan within 24 hours. No commitment, and nothing up front.
Link in my bio, or copy it here: {LINK}
#contractors #tradesbusiness #officemanager #smallbusinessowner
Put your link in your bio first. Square image in the feed.
Guarantees image caption
Instagram · Owners who follow you · image: guarantees
Post
(I'm a paid partner of Custom Trade Workflows.) Here's why I'm happy to send people their way.
Nothing up front.
No saving, no bill.
Cancel any time, no questions asked.
Every number in writing before they start.
A straight no if they can't help.
They only win if you do. Start with the free plan. It takes them a day.
Link in my bio, or copy it here: {LINK}
#contractors #plumbing #hvac #electrician #roofing
Put your link in your bio first. Square image in the feed.
The deal in one post
X/Threads/Bluesky · Owners who follow you
Post
#ad Office work eating your week? Custom Trade Workflows asks nothing up front, and they're only paid out of the money they save you. Cancel any time. Free plan in a day: {LINK}
Works on X, Threads and Bluesky. Keep the #ad at the start.
Form bill in half
X/Threads/Bluesky · Owners who pay for a form app
Post
(I'm a paid partner) Paying for a form app? Custom Trade Workflows will cut that bill in half. Your own forms, set up free in 7 days. Not a dollar until you decide to use them. {LINK}
Keep the paid-partner line at the start. You can point your link at the Form Switch page.
Behind with a deadline
X/Threads/Bluesky · Owners who are behind, with a deadline
Post
#ad Behind on office work, with a date coming? Custom Trade Workflows takes the backlog on and finishes it by a date they guarantee. You don't pay until it's done. {LINK}
Keep the #ad at the start. Never give a price for the Dig-Out.
One question for owners
X/Threads/Bluesky · Owners who follow you
Post
(I'm a paid partner) Owners: which office job would you hand off first? Tell Custom Trade Workflows. The plan is free, and they're only paid out of the money they save you. {LINK}
Answer replies yourself, in your own words, and don't promise a result.
Why I'm happy to send owners
X/Threads/Bluesky · Owners who follow you
Post
#ad Why I'm happy to send owners to Custom Trade Workflows: Nothing up front. No saving, no bill. Cancel any time. Every number in writing. A straight no if they can't help. {LINK}
Keep the #ad at the start. Pairs with the guarantees image if you want one.
For neighbors who run a trades business
Nextdoor · Neighbors who own a trades business · image: keep-half
Post
(I'm a paid partner of Custom Trade Workflows.)
Neighbors who run a plumbing, HVAC, electrical or roofing business: if office work is eating your evenings, this deal is worth a look.
There's nothing up front. They're only paid out of the money they save you, and you keep half of the saving. You can cancel any time.
The plan is free and takes them a day.
{LINK}
Post from your business page. Nextdoor's rules for business posts change, so check them first. Don't add your town or neighborhood to the post.
For neighbors who pay for a form app
Nextdoor · Neighbors who own a trades business · image: form-switch
Post
(I'm a paid partner of Custom Trade Workflows.)
For neighbors who own a trades business and pay for a form app every month: Custom Trade Workflows will cut that bill in half.
They set up your own forms free in 7 days. You don't pay a single dollar until you decide to use what they've built.
They only take 4 new builds a month.
{LINK}
Post from your business page, after checking Nextdoor's current rules. Don't add your town or neighborhood, and don't name anyone's form app.
Ask a group admin first
Message · The admin of a Facebook group you belong to
Post
Hi {FIRST}. I'm a member of your group, and I'm a paid partner of a company called Custom Trade Workflows. I wanted to ask you before I post anything about them.
I may be paid if anyone signs up through my link. They help trades offices free up their time. There's nothing up front, and they're only paid out of the money they save you.
Would one short post about them be OK in the group? If so, is there a day or a format you'd like me to use? I'd say I'm a paid partner at the top of the post.
Here's the page it would link to, so you can see it first: {LINK}
If it's a no, that's fine. Thanks for running the group.
{YOU}
Send this before you post in any group. If the admin says no, or doesn't answer, don't post there. If they say yes, use the group post above and follow any format they ask for.
Video scripts to record
Short selfie videos to record on your phone: say the partner line out loud near the start, keep it in the caption, and change any line that isn't true for you.
For bookkeepers
Bookkeepers · about 55 seconds
Opening line
I see trades offices fall behind every month.
Script
I see trades offices fall behind every month.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I keep the books for trades businesses.
And I see the same thing over and over.
The office can't keep up, so the owner finishes it at night.
Here's why I'm comfortable saying their name.
There's nothing up front.
They're only paid out of the money they save you.
You keep half of the saving.
After twelve months, it's all yours.
You can cancel any time, no questions asked.
And if they can't help, they'll tell you straight.
Tell them the one office job you'd hand off first.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) Office work piling up? There's nothing up front, and they're only paid out of the money they save you. The plan is free and takes them a day: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. Mention your own work once, as written, and don't connect what they do to the work you do for clients.
For insurance and bond agents
Insurance and bond agents · about 55 seconds
Opening line
Renewal time shows me who's behind.
Script
Renewal time shows me who's behind.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I'm an insurance and bond agent for trades businesses.
At every renewal, I watch owners dig for paperwork.
The renewal isn't the problem.
The office is stretched thin.
Custom Trade Workflows helps offices like that free up their time.
And you don't have to worry about paying for it.
They're only paid out of the money they save you.
There's nothing up front.
And you can cancel any time.
Every number is agreed in writing before they start.
Tell them the office job that eats your week.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) If renewal time shows your office is behind, tell them the job that eats your week. Nothing up front, and they're only paid out of the money they save you: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. If you work for an agency, check its rules on outside partnerships first. Keep it separate from any policy talk, so nobody thinks the two are tied.
For coaches and consultants
Coaches and consultants · about 55 seconds
Opening line
Growth stalls when the office can't keep up.
Script
Growth stalls when the office can't keep up.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I coach trades owners, and this comes up a lot.
They want to plan the next year, but office work eats the week.
Here's why I'm comfortable sending them to Custom Trade Workflows.
There's nothing up front.
They're only paid out of the money they save you.
If it saves nothing, you pay nothing.
Every number is in writing before they start.
And you can cancel any time, no questions asked.
So you're not paying for a promise.
Tell them the one office job you'd hand off first.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) Can't plan the year because office work eats the week? Nothing up front, and they're only paid out of the money they save you. Free plan: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. Post it where your clients already watch you.
For supply house and equipment reps
Supply house and equipment reps · about 50 seconds
Opening line
Owners tell me the office work never stops.
Script
Owners tell me the office work never stops.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I'm a supply rep, so I talk to owners all week.
They run jobs all day, then do paperwork at night.
Here's the part I like about Custom Trade Workflows.
There's nothing up front.
They're only paid out of the money they save you.
You keep half of the saving.
After twelve months, all of it is yours.
If you don't like it, cancel any time.
Tell them the one office job you'd most like back.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) Jobs all day, paperwork all night? Nothing up front, and they're only paid out of the money they save you. Cancel any time: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. If you work for a supply house or distributor, check your employer's rules on outside partnerships first, and film outside the store unless you have permission.
For marketers and web agencies
Marketers and web agencies · about 50 seconds
Opening line
More jobs means more office work.
Script
More jobs means more office work.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I do marketing for trades businesses.
When the work comes in, the office is where it backs up.
Custom Trade Workflows helps offices like that free up their time.
And you don't have to worry about paying for it.
They're only paid out of the money they save you.
There's nothing up front.
And you can cancel any time.
If they can't help, they'll tell you straight.
Tell them the office job you'd hand off first.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) Winning more work than the office can handle? Nothing up front, and they're only paid out of the money they save you: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. It fits a client newsletter as well as your social pages.
For trades owners, peer to peer
Trades owners and office managers · about 55 seconds
Opening line
Office work doesn't stop when the jobs do.
Script
Office work doesn't stop when the jobs do.
So I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
I run a trades business too.
I know what the paperwork looks like at nine at night.
I can't tell you what they'd change in your office.
Nobody can until they've looked.
What I can tell you is how their deal works.
There's nothing up front.
They're only paid out of the money they save you.
You keep half of the saving.
After twelve months, it's all yours.
You can cancel any time, no questions asked.
And if they can't help, they'll say so.
Tell them the one office job you'd hand off first.
The plan is free and takes them a day.
My link is below.
Caption
(I'm a paid partner of Custom Trade Workflows.) For other owners whose office work follows them home. Nothing up front, and they're only paid out of the money they save you: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. Don't suggest they've worked for your shop, and never claim a result.
For podcasters and creators
Podcasters, creators and group admins · about 55 seconds
Opening line
Is office work eating your weekends?
Script
Is office work eating your weekends?
Then I want to tell you about Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
Jobs all day, then office work all night.
I hear it from owners all the time.
Here's why I'm comfortable putting their name on my channel.
There's nothing up front.
They're only paid out of the money they save you.
No saving, no bill.
Every number is agreed in writing before they start.
You can cancel any time, no questions asked.
And if they can't help, they'll tell you straight.
They only win if you do.
Tell them the one office job you'd most like back.
The plan is free and takes them a day.
My link is in the description.
Caption
(I'm a paid partner of Custom Trade Workflows.) Office work eating your weekends? Nothing up front, and they're only paid out of the money they save you. The plan is free and takes them a day: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. On a podcast, read it as its own spot, say the partner line at the start of it, and put your link in the show notes.
The 20-second one
Any partner · about 20 seconds
Opening line
Is office work eating your week?
Script
Is office work eating your week?
Talk to Custom Trade Workflows.
Quick note: I'm a partner of theirs, so I may be paid if you become a client.
There's nothing up front.
They're only paid out of the money they save you.
Cancel any time.
The plan is free.
My link is below.
Caption
#ad Office work eating your week? Custom Trade Workflows asks nothing up front, and they're only paid out of the money they save you: {LINK}
Hold your phone upright at eye level, face a window for light, and one take is fine: if you trip on a line, pause and say it again. Say the partner line out loud, and put "Paid partner" on screen as text if you can. Change any line that isn't true for you, but never add a result or say how the work is done. Made for Reels, Shorts and Stories.
What to say in person
What to say when the subject comes up face to face or on the phone, with the partner line built in.
When a client complains about paperwork
What to say
That sounds like a lot to carry.
Can I tell you about a company I'm a partner of? I should say up front that I may be paid if you become a client. It doesn't change your price.
They're called Custom Trade Workflows. They help offices like yours free up their time, and you don't have to worry about paying for it. They're only paid out of the money they save you.
Tell them the one office job you'd hand off first. The plan is free and takes them a day, and if they can't help, they'll tell you straight.
Want me to send you the link?
Any partner. Let them finish first, then ask before you tell them anything. If they say yes, send your link the same day, to that one person.
At a renewal meeting
What to say
Before we wrap up: how's the office keeping up these days?
(Let them answer.)
If it's a struggle, there's a company I'd point you to. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
They're called Custom Trade Workflows. There's nothing up front, they're only paid out of the money they save you, and you can cancel any time.
If you're behind with a date coming, ask them about the Dig-Out. They take the backlog on, finish it by a date they guarantee, and you don't pay until it's done.
Want me to send you the link?
For insurance and bond agents. Bring it up after the renewal business is done, never as part of it, so it's clear the two aren't tied.
At the supply house
What to say
How's the office side treating you?
(Let them answer.)
I hear that a lot. There's a company I've partnered with called Custom Trade Workflows. Full disclosure: I may be paid if you become a client, but it doesn't change your price.
Their deal is simple. Nothing up front. They're only paid out of the money they save you. Cancel any time.
Want me to send you my link so you can have a look?
For supply house and equipment reps. Mention it once; if they're busy, hand them the flyer with your QR code instead. Check your employer's rules on outside partnerships first.
In a coaching session
What to say
The office work keeps coming up when we plan. Can I suggest something?
I'm a partner of a company called Custom Trade Workflows, so I may be paid if you become a client. It doesn't change your price, and it won't change how I coach you.
Tell them the one office job you'd hand off first. The plan is free and takes them a day. There's nothing up front, and they're only paid out of the money they save you.
Worst case, you keep a free plan. Want the link?
For coaches and consultants. Say it once, and drop it if they're not interested.
At a networking event
What to say
What eats more of your week right now, the jobs or the office?
(Let them answer.)
If it's the office, there's a company I'd point you to. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
They're called Custom Trade Workflows. They help trades offices free up their time. There's nothing up front, and they're only paid out of the money they save you.
Can I send you the link?
Any partner. Ask about their week before you mention anyone. Ask how they'd like the link sent, and send it to them alone.
A peer owner at a trade event
What to say
How are you keeping up with the office side?
(Let them answer.)
I hear you. It's the part of the business nobody trains you for.
There's a company I've partnered with called Custom Trade Workflows. I should say I may be paid if you become a client, but it doesn't change your price.
I can't tell you what they'd change in your office. Nobody can until they've looked. What I like is the deal: nothing up front, and they're only paid out of the money they save you. You keep half of the saving, and after twelve months it's all yours. Cancel any time.
The plan is free and takes them a day. Want the link?
For owners and office managers talking to another shop. Don't suggest they've worked for your shop, and never claim a result.
What happens after you introduce them
What to say
First, so you know: I'm a partner of Custom Trade Workflows, so I may be paid if you become a client. It doesn't change your price.
Here's what happens after I introduce you.
1. You use my link, or I copy them in on an email to you.
2. You tell them the office job that eats your week, on a short video call.
3. Within 24 hours, you have a free written plan. It's yours either way.
4. If you want to go ahead, every number is agreed in writing before they start. There's nothing up front.
5. They get to work, with a full year of support. They're only paid out of the money they save you, and you can cancel any time.
These are the Keep-Half Deal's steps. For the Form Switch or the Dig-Out, steps 1 to 3 are the same; then send them to that offer's page for its own terms.
The 30-second explanation
What to say
Custom Trade Workflows helps trades offices free up their time. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
There's nothing up front. They're only paid out of the money they save you. You keep half of the saving for twelve months, and after that it's all yours.
You can cancel any time. And it starts with a free plan that takes them a day.
Learn it well enough to say it in your own words. Keep the partner line near the start.
The one-line explanation
What to say
Custom Trade Workflows helps trades offices free up their time, and they're only paid out of the money they save you.
Full disclosure: I'm a partner of theirs, so I may be paid if you become a client.
For when someone asks what you're involved in. If they want more, use the 30-second explanation.
Straight answers to common questions
Short, honest answers to questions people are likely to ask; if you haven't said you're a partner yet, say it before you answer: "I'm a partner of theirs, so I may be paid if you become a client."
What's the catch?
Answer
Fair question. First, I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
The honest catch: if it works, half of the saving goes to them for twelve months. That's their whole fee. If it saves nothing, you pay nothing. There's nothing up front, and you can cancel any time.
How do they make money?
Answer
Only out of the money they save you. You keep half of the saving, and they're paid from the other half, for twelve months. After that, it's all yours.
On the Form Switch, their fee is half of what your form app costs you now, for twelve months, then nothing.
And so you know, I'm a partner of theirs, so I may be paid a share of what they're paid. It doesn't change your price.
What exactly will they do?
Answer
They won't guess before they've looked. That's what the free plan is for.
Tell them the office job that eats your week, and within 24 hours you'll have a written plan. It's free, and it's yours either way.
Are they local?
Answer
They work with trades offices and do it all by video call. The plan is free and takes them a day.
Is this you selling me something?
Answer
Fair question. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
I bring them up because of how the deal works: nothing up front, and they're only paid out of the money they save you. If it's not for you, no hard feelings.
What if it doesn't work?
Answer
Then you don't pay. They're only paid out of the money they save you, so no saving means no bill.
And you can cancel any time, no questions asked. Nothing more is billed from that day.
How much does it cost?
Answer
Nothing up front. On the Keep-Half Deal, their fee is half of what they save you, for twelve months, and nothing if they save you nothing.
The Form Switch is free to set up, then half your form bill for twelve months, then nothing. On the Dig-Out, you don't pay until it's done.
Every number is agreed in writing before they start.
Do they replace my office manager?
Answer
No. They help offices free up their time. Who runs your office is still up to you. The point is to give your people their week back.
Who else have they done this for?
Answer
It's a new offer, and they won't invent a reference for you.
What they do instead is simple. Nothing up front. Every number in writing. Cancel any time. And they're only paid out of money they've already saved you.
Who decides how much I saved?
Answer
It's all agreed with you in writing before they start. So nothing on their bill is a surprise. If you don't like the terms, you don't go ahead, and it's cost you nothing.
I don't have time for this.
Answer
That's the reason to look. Tell them the one office job you'd hand off first. The plan is free and takes them a day, and if they can't help, they'll tell you straight.
We're too far behind to start anything new.
Answer
Then ask about their Dig-Out. They take the backlog on and finish it by a date they guarantee. You don't pay until it's done. And if they can't help, they'll say so.
An article for your newsletter or blog
A plain, useful piece you can paste in as it is, with your link and the note at the top.
The office work trades owners should stop doing themselves
Your newsletter or blog readers
Article
A note up front: I'm a partner of Custom Trade Workflows, the company I mention below, so I may be paid if you become a client. It doesn't change your price.
If you run a trades business, you know the feeling. The work in the field goes well. Then you sit down at night, and the office work is waiting.
Forms. Calls to return. Permits and renewals. Papers to chase. Bills to send. None of it stops when the crew is done for the day. And in a lot of shops, it all lands on the owner.
Here's a simple test for any office job on your plate. Could you show someone how to do it in a week? If so, it probably shouldn't be your job. Your hours are worth more on the work only you can do, like pricing jobs, leading your crew and looking after customers.
What to hand off first
1. The work that repeats. If you do the same paperwork every week, it shouldn't need you.
2. The chasing. Calling around for missing papers, answers and payments eats more time than it seems to.
3. Anything with a due date. Renewals and filings have a way of sneaking up, and a missed date can cost more than the work itself.
4. The work you do at night. If it waits until the house is quiet, it's costing you more than time.
Why hiring isn't always the fix
The usual answer is to hire someone, and sometimes that's right. But it's slow. In its 2026 study, SHRM, the big group for HR people, put the median time to fill a non-executive job at 39 days. That's close to six weeks just to find someone. Then they still have to learn the job, and you pay a wage every week, busy or slow.
Another way to hand it off
One option is Custom Trade Workflows. They take office work off trades businesses, with nothing up front. They're only paid out of the money they save you.
They call it Keep-Half. You keep half of what they save you, and they're paid from the other half for twelve months. After that, the saving is all yours. You can cancel any time, and you don't have to say why. Every number is agreed in writing before they start. And if they can't help, they'll give you a straight no.
The plan is free and takes them a day. You can see how it works here: {LINK}
Start with one job
Whatever you choose, start small. Pick the office job you dread most this week and hand it off. You went into business to do the work you're good at. Give yourself room to do it.
Paste it into your newsletter or blog as it is, with the note at the top. Put your own name on it, and keep the SHRM line as written.
Email signature lines
Add one line under your name so every email you send carries your link.
Signature line: buried in office work
Under your name in every email
Copy this
Buried in office work? Ask me about Keep-Half: {LINK}
Add the small disclosure line below it too.
Signature line: only paid from savings
Under your name in every email
Copy this
Office work eating your week?
The folks at Custom Trade Workflows are only paid out of what they save you: {LINK}
Two lines. Add the small disclosure line below it too.
Signature line: form app bill
Under your name in every email
Copy this
Paying for a form app? Custom Trade Workflows will cut that bill in half: {LINK}
Best with the Form Switch page as your link. Add the small disclosure line below it too.
Signature line: behind with a date coming
Under your name in every email
Copy this
Behind, with a date coming up? Ask me about the Dig-Out: {LINK}
Best with the Dig-Out page as your link. Add the small disclosure line below it too.
The small line under your signature
Under any of the signature lines above
Copy this
I'm a partner of Custom Trade Workflows. I may be paid if you become a client.
Keep it right under the signature line, in small type if you like, but never hidden.
Saying you may be paid
Use one of these every time you mention them, so people know you may be paid.
Email P.S.
The last line of any email you write yourself
Copy this
P.S. I'm a partner of theirs, so I may be paid if you become a client. It doesn't change your price.
Every email in this kit already ends with it. Add it to any email you write yourself.
Social post
The first line of a post
Copy this
(I'm a paid partner of Custom Trade Workflows.)
Put it at the start of the post, before the "more" cut, never buried in the hashtags.
Video caption
The start of a video caption
Copy this
#ad I'm a paid partner of Custom Trade Workflows.
Put it at the start of the caption, and also say it out loud in the first few seconds.
Text or direct message
Inside a text or DM, before your link
Copy this
(I'm a paid partner of theirs.)
Put it right after you name them and before your link.
Website footer or link page
Your website, near any link to them
Copy this
I'm a partner of Custom Trade Workflows. If you become a client through my link, I may be paid. It doesn't change your price.
Put it near the link too if the footer is far down the page.
Said out loud
Videos, calls, talks and meetings
Copy this
Just so you know, I'm a partner of Custom Trade Workflows. I may be paid if you become a client.
Say it early, before you talk about them, not at the very end.
Images
Images to post
Square for Instagram, Facebook and LinkedIn; wide for link posts and newsletters; tall for stories. Put your link in the caption.
The simplest way works on every site: a banner image that links to your link. If your site takes pasted code, the two widgets below do more. Some builders only allow pasted code on paid plans.
No code: a banner with your link
Download the wide image, add it to a page or your newsletter like any other picture, and set its link to yours. Every site builder can do that.
Social posts
Posts for your own pages and for groups whose rules allow them; each says you're a paid partner near the top, so keep that line where it is.
The owner doing office work at night
LinkedIn · Trades owners and office managers you know · image: week-back
Reads best from someone who sees the problem up close: a bookkeeper, an agent, a coach or a rep. Swap the first line for something you've seen yourself, and keep the paid-partner line where it is.
Why the Keep-Half Deal is easy to recommend
LinkedIn · Owners and office managers in your network · image: keep-half
Any partner can post this. Add the Keep-Half image, or let your link show its own preview. If someone asks in the comments how much they'd save, point them to the free plan; nobody knows until they've looked.
Paying for a form app?
LinkedIn · Owners who pay for a form app every month · image: form-switch
For anyone whose clients pay a monthly bill for a form app. Don't name their form app, here or in the comments. You can point your link at the Form Switch page for this one.
What I tell clients who are drowning
LinkedIn · Clients and contacts who own a trades business
For bookkeepers, coaches and agents who hear this from clients. Put the three points in your own words if you like, but keep the second one: it's the reason this deal is easy to pass on.
Five straight answers
LinkedIn · Your network on LinkedIn · image: guarantees
A list is easy to read on a phone. Post it with the guarantees image. Don't add a sixth point about savings or results.
Ask your network a question
LinkedIn · Owners and office managers who follow you
Questions get comments, and comments carry a post further. Answer replies in your own words, and don't promise anyone a result in the comments.
Office work at night
Facebook · Owners who follow your page · image: keep-half
For your own page. Pairs with the Keep-Half image.
Half your form bill
Facebook · Owners who pay for a form app · image: form-switch
For your own page, or a group whose rules allow it. Don't name anyone's form app in the post or the comments. You can point your link at the Form Switch page.
Behind, with a date coming
Facebook · Owners who are behind, with a deadline · image: dig-out
Good before a busy season or a deadline. Never give a price for the Dig-Out: there isn't a set one. You can point your link at the Dig-Out page.
For the owners in a group
Facebook · Members of a group whose rules allow it · image: week-back
Only in groups whose rules allow posts like this, and ask the admin first (the message for that is at the end of this section). Stay around to answer questions in the comments.
An honest question for owners
Facebook · Owners who follow your page
For your own page. Lands best at the end of the week.
Keep-Half image caption
Instagram · Owners who follow you · image: keep-half
Instagram doesn't make links in captions clickable, so put your link in your bio before you post. Use the square image in the feed and the tall one in Stories.
Form Switch image caption
Instagram · Owners who pay for a form app · image: form-switch
Put your link in your bio first, since caption links don't click. Square image in the feed, tall one in Stories. Don't name anyone's form app.
Dig-Out image caption
Instagram · Owners who are behind, with a deadline · image: dig-out
Put your link in your bio first. Square image in the feed. Never give a price for the Dig-Out.
Week-back image caption
Instagram · Owners and office managers who follow you · image: week-back
Put your link in your bio first. Square image in the feed.
Guarantees image caption
Instagram · Owners who follow you · image: guarantees
Put your link in your bio first. Square image in the feed.
The deal in one post
X/Threads/Bluesky · Owners who follow you
Works on X, Threads and Bluesky. Keep the #ad at the start.
Form bill in half
X/Threads/Bluesky · Owners who pay for a form app
Keep the paid-partner line at the start. You can point your link at the Form Switch page.
Behind with a deadline
X/Threads/Bluesky · Owners who are behind, with a deadline
Keep the #ad at the start. Never give a price for the Dig-Out.
One question for owners
X/Threads/Bluesky · Owners who follow you
Answer replies yourself, in your own words, and don't promise a result.
Why I'm happy to send owners
X/Threads/Bluesky · Owners who follow you
Keep the #ad at the start. Pairs with the guarantees image if you want one.
For neighbors who run a trades business
Nextdoor · Neighbors who own a trades business · image: keep-half
Post from your business page. Nextdoor's rules for business posts change, so check them first. Don't add your town or neighborhood to the post.
For neighbors who pay for a form app
Nextdoor · Neighbors who own a trades business · image: form-switch
Post from your business page, after checking Nextdoor's current rules. Don't add your town or neighborhood, and don't name anyone's form app.
Ask a group admin first
Message · The admin of a Facebook group you belong to
Send this before you post in any group. If the admin says no, or doesn't answer, don't post there. If they say yes, use the group post above and follow any format they ask for.