How AI Can Transform Daily Operations in a Kitchen & Bath Design Business

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In our last episode, we talked about the different ways AI can streamline financial tasks and minimize paperwork. In this episode we’re taking those concepts and applying them to a day in the life of a Kitchen & Bath Design business owner who's embraced these innovations. Say hello to Lisa, a designer turned business owner who's juggling many hats to keep her business thriving and growing.

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Episode Transcript

(00:06):
Hey, hey, welcome back toanother episode of Elevated, the
podcast dedicated to helping youbuild a better kitchen and bath
design business throughinnovation and modernization.
I'm your host, Brandy Lawson,continuing our journey through
the fantastic world of AI in thekitchen and bath design
business.
In our last episode, we talkedabout the different ways AI can

(00:26):
streamline financial tasks andminimize paperwork.
In this episode, we're takingthose concepts and applying them
to a day in the life of akitchen and bath design business
owner who's embraced theseinnovations.
So say hello to Lisa, a designerwho's turned business owner,
who's juggling many hats to keepher business thriving and
growing.
Lisa starts her day at theoffice around 7.

(00:47):
30 AM.
She makes a coffee in the Keurigin the break room and plops down
at her desk to check herschedule and tasks for the day.
Both her appointments and tasksshow in her calendar as the
project management softwareintegrates with Google Calendar
to give her a full view of herday, complete with automated
reminders and updates.
After a morning briefing withthe team, Lisa quickly checks

(01:07):
her emails.
Using AI powered email sortingtools like SaneBox, her priority
emails are already separatedfrom the clutter.
She dispatches her install teamsto their respective projects
with a few quick lines ofcommunication, her project
management software, loggingevery instruction and update.
Mid morning, Lisa gets a visitfrom Sheila, a potential client

(01:27):
who popped by the showroom.
Using their CustomerRelationship Management
software, the CRM, Lisa pulls upSheila's previous inquiries and
interactions while saying hey.
They discuss her needs and Lisalogs the details right into the
CRM, ensuring no details aremissed and the team can follow
up.
Next up, Lisa heads out toMeasure for a remodel job.

(01:47):
Equipped with her Measuringmobile app, she's able to draft
a floor plan and take precisemeasurements using just her
smartphone.
The app stores this data andsyncs it with her overall
project management system.
By late morning, Lisa meetsDave, a contractor and strategic
partner, for lunch.
They talk life.
business and a specific upcomingproject.

(02:08):
Lisa uses a note taking app likeFireflies or Otter.
ai to record and transcribetheir conversation, highlighting
important points for action.
When the bill arrives, Lisa payswith her company credit card and
snaps a photo of the receipt inher QuickBooks mobile app.
Post lunch, Lisa drives over tocheck on the install team at
another job.
Instead of jotting down notes orcarrying around files, she uses

(02:29):
MileIQ to track her mileageautomatically for bookkeeping
purposes.
For She catches up with the teamand checks the project's
progress.
All observations get enteredinto the project management app,
ensuring every detail isdocumented.
No notebook needed.
Back at the office, it's time toupdate project statuses.
Her project management softwarehelps her again, auto updating

(02:51):
timelines based on her notes andnew data.
She returns phone calls, putsthose notes in the CRM, and to
ensure that all communicationsare logged.
Lisa sends a team member toCostco for office supplies.
They capture the receipt withthe QuickBooks app on their way
to show that receipt to theattendant at the door.
No risk of losing that receiptas the items are in transport or

(03:11):
if that receipt ends up in apile on Lisa's desk.
For invoicing, AI takes thecake.
Using a project management toolcapable of automating invoicing
by integrating with QuickBooks,Lisa ensures all completed
project tasks convert intoinvoiced line items.
No hunting for details or manualinput needed.
As the day winds down, Lisatakes a few moments to plan for

(03:32):
tomorrow, setting tasks andreminders with her project
management software.
Her AI powered systems help herfeel on top of tasks that might
otherwise drown her or feel verystressful.
By integrating AI tools, Lisahas transformed what could be a
chaotic juggling act into astreamlined, efficient
operation.
Whether it's tracking expenseswith QuickBooks Mobile, Hubdoc,

(03:53):
or FileHQ, Capturing mileagewith MileIQ or ensuring seamless
invoicing through projectmanagement integrations, AI
makes it all possible.
If you're looking to make evenbetter use of AI in your
business, then tune into ournext episode where I break down
the key to using any AI well,writing prompts.
Like what you heard?
Never miss an episode bysubscribing.

(04:15):
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