She bought 2 competitors, added $2M, and deleted the invoicing job

Casarra Cover runs Whitaker's Garage Doors in Westchester County. Third generation, 8 trucks, 23 people.

Before we started working together, those trucks came back every night with 80 handwritten invoices. She had hired someone whose entire job was typing them into QuickBooks, and billing still ran days behind. Customers who weren't home got a paper invoice in the door, then a mailed copy, then somebody on the phone chasing $200 that was never coming.

Then she bought two competitors.

More trucks, more volume, more paper. The obvious move was a second person on invoicing, which she puts at $80,000 to $100,000 a year once you load it. Instead she took the role off invoicing completely and moved her onto work that grows the business.

$5M to $7M in a year. Google reviews from 300 to 700. Close rate from 85% to 98%.

What we get into:

-Why her husband Jonathan fought the whole thing for months, and what turned him into the guy who now trains new hires on it
-The $200 invoice that never gets paid, and what finally gets people to hit send
-Why her reviews quadrupled on timing alone, and the moment most companies ask instead
-What she found in the filing cabinets of the two companies she bought, and what she did with them

Fair warning: Casarra is a Connectid client and she talks about the software. I left that in, along with the parts where it went sideways early on.

Worth 45 minutes if you're running trucks and still moving paper.

Casarra Cover runs Whitaker's Overhead Garage Doors, serving Westchester, Putnam, and Fairfield County. 🌐 https://www.whitakersgaragedoorstore.com/

The Handshake Business is hosted by Ashley DePiano, a Duct Tape Marketing certified fractional CMO who works with home service companies between $1M and $7M.

Want to be a guest? connectidcrm.com/handshake-podcast