The 5 Biggest Barriers to Success

Working Harder Doesn’t Make Things Easier. Working Smarter Does!
October 16, 2024 by
The 5 Biggest Barriers to Success
Micro Mutiny Inc., Tera Warner


This month, we’re focused on supporting the unsung heroes of the hammer and wrench. You keep our lights on, our water running, and our structures standing. Dedicated tradespeople form the backbone of our daily lives, and until AI learns to unclog drains or frame houses (don't hold your breath), supporting you with efficient business solutions is top on our priority list.

In admiration of the work you do, we're tackling the 5 Biggest Barriers to Success in the Trades—and how to overcome them.



“If your business depends on you, you don’t own a business—you have a job. And it’s the worst job in the world because you’re working for a lunatic!”

Michael Gerber, The E-Myth Revisited



1. Getting Paid: Keep The Cash Coming In

After a long day of work, the last thing anyone wants is to wrestle with invoices. But without steady cash flow, your business runs on fumes.

Odoo's Invoicing and Accounting apps act as your personal pit crew, keeping your financial engine roaring. It makes setting payment terms simple, automates invoices, and helps you easily track overdue payments. With automated follow-ups and detailed cash flow reports, you'll keep cash flowing and growing.

turned on black and grey laptop computer



"We’ve declared war on work as a society... Good
jobs are as valuable as ever, but the people 

who do them are being forgotten."

Mike Rowe, Dirty Jobs 


2. Labor and Resource Planning

Managing a growing team can be harder than herding cats. When it comes to a trades business, labor and resource planning is all about setting up simple, scalable systems that create consistency across the board. It's time to build a system that works as smoothly as your best tools.

Odoo’s HR and Project Management tools create your blueprint for success. They streamline hiring, onboarding, and training, creating a system where every team member fits perfectly into defined roles. Our guide on setting up HR systems gives you a playbook for structuring roles, automating onboarding, and creating a quick and clear organizational structure.

3. Preventing Loss with Inventory Management

A staggering 89% of tradespeople have experienced tool theft. Even worse, only about 57% can list their tools accurately, making theft recovery challenging. It's time to lock this down.

The Inventory app is your personal security detail. From serialized tagging to automated reordering, it's got you covered by minimizing loss and preventing costly downtime. Implement mandatory inventory reporting and real-time monitoring to deter theft and always know what's available at each job site. 



"Opportunity usually shows up in 
overalls and looking like work." 


Mike Rowe, Dirty Jobs


4. Customer Relations and Communication

Are you maximizing your client list? Many tradespeople don't realize the value of their existing client base, or the impact of regular outreach. It's about time to transform one-off jobs into a steady stream of loyal customers who sing your praises.

Odoo's CRM app is your secret weapon for tracking client interactions, setting up automated updates, and staying connected for repeat business and referrals. Here's how to get more from your existing client base:

Seasonal Service Reminders

Schedule automated reminders for seasonal or routine maintenance, like HVAC check-ups or sprinkler servicing in spring. This makes sure you stay top of mind when you're clients are ready to get back on track with maintenance.

Loyalty and Referral Incentives

You can easily set up loyalty discounts or referral bonuses to reward clients for coming back or referring others. For example, a discount on their next service or a gift card for each new client they refer.

Upsell and Cross-Sell Opportunities

Use Odoo’s CRM to track past jobs and suggest related services. As a roofer you could offer gutter cleaning after an installation, or as an electrician you might recommend a panel upgrade during an annual check-up. 

Regular Updates and Newsletters

Keep clients informed by email with tip-filled newsletters, seasonal specials, or new service offerings. Regular contact keeps clients engaged, encouraging them to reach out when they need something.

Client Appreciation Events 

You can host client appreciation events or provide “VIP” discounts on new services to make them feel valued, strengthen loyalty, and give them another reason to choose you again.

Using these strategies, Odoo’s CRM enables a streamlined approach to transform one-time customers into loyal, repeat clients and making a positive impact on your business growth.

5. Health & Safety Compliance

Compliance might not be the most show-stopping thrilling topic, but it's the safety net that protects your business from becoming a cautionary tale.

While we can't pull or handle permits for you, Odoo's Document Management and Planning apps simplify organizing compliance docs, regulatory deadlines, and safety training. Onboard new team members with quick policy reviews and compliance quizzes, ensuring everyone upholds the standards that protect your business.



“The purpose of your life is not to serve your business. 
The purpose of your business is to serve your life.” 


Michael Gerber, The E-Myth Revisited



With the right systems in place, trades businesses can avoid unnecessary stress, wasted time, and costly mistakes—allowing tradespeople to focus on what they do best and build a business that supports their lives, not the other way around.

The MicroMutiny Call to Arms

This isn't just about fixing leaky pipes or wiring circuits. It's about building a legacy that stands the test of time.

You're a skilled professional, a craftsperson, an artist with a toolbelt—and your business should reflect that.

This month, we're selecting five trade-based businesses for a full-scale revolution. We're offering tailored strategies and custom makeovers with a complete testing database at no cost. We've already partnered with a plumber, a welder, and a cleaning business. Two spots remain this month for true rebels ready to break the mold!

Are you ready to stop working for a lunatic and start building an empire? It's time to join the MicroMutiny. Let's transform those callused hands into the ones steering your own ship.

The revolution starts now. Are you in?

YES! 🛠️