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Guide

Winning the next customer, and keeping the ones you've got

How TradeYoke helps a trade business be found, booked and remembered: a website with online booking, quotes that convert, and the small touches — photos, reviews, a reply that lands in the right thread — that turn a one-off visit into a regular.

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Growing a round or a books-full diary is half marketing and half not losing the customers you already have. TradeYoke covers both: a website that turns a Google search into a booked lead, a quote wizard that gets a yes while the customer is still deciding, and a CRM that remembers every job, note and photo so the fifth visit still feels personal. This page is the map of everything that touches winning and keeping customers.

Where this lives in TradeYoke

The features behind it

Business website & online booking

Your own site with services, photos and reviews; bookings land as leads.

Customers & CRM

One customer list, notes, documents, balance and map, across every trade.

Quotes & estimates

Branded PDF quotes from a catalogue; accept or decline online.

Email & SMS messaging

Replies land on the customer's record, not on someone's phone.

Try it against a real week

30 days of Essentials free, no card. Import your customers and see it against a real week.

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