Elevated with Brandy Lawson

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

Brandy Lawson Season 6 Episode 22

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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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Hey, hey, welcome back to another episode of Elevated, the podcast dedicated to helping you build a better kitchen and bath design business through innovation and modernization. I'm your host, Brandy Lawson, continuing our journey through the fantastic world of AI in the kitchen and bath design business. 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 and bath design business owner who's embraced these innovations. So say hello to Lisa, a designer who's turned business owner, who's juggling many hats to keep her business thriving and growing. Lisa starts her day at the office around 7. 30 AM. She makes a coffee in the Keurig in the break room and plops down at her desk to check her schedule and tasks for the day. Both her appointments and tasks show in her calendar as the project management software integrates with Google Calendar to give her a full view of her day, complete with automated reminders and updates. After a morning briefing with the team, Lisa quickly checks her emails. Using AI powered email sorting tools like SaneBox, her priority emails are already separated from the clutter. She dispatches her install teams to their respective projects with a few quick lines of communication, her project management software, logging every instruction and update. Mid morning, Lisa gets a visit from Sheila, a potential client who popped by the showroom. Using their Customer Relationship Management software, the CRM, Lisa pulls up Sheila's previous inquiries and interactions while saying hey. They discuss her needs and Lisa logs the details right into the CRM, ensuring no details are missed and the team can follow up. Next up, Lisa heads out to Measure for a remodel job. Equipped with her Measuring mobile app, she's able to draft a floor plan and take precise measurements using just her smartphone. The app stores this data and syncs it with her overall project management system. By late morning, Lisa meets Dave, a contractor and strategic partner, for lunch. They talk life. business and a specific upcoming project. Lisa uses a note taking app like Fireflies or Otter. ai to record and transcribe their conversation, highlighting important points for action. When the bill arrives, Lisa pays with her company credit card and snaps a photo of the receipt in her QuickBooks mobile app. Post lunch, Lisa drives over to check on the install team at another job. Instead of jotting down notes or carrying around files, she uses MileIQ to track her mileage automatically for bookkeeping purposes. For She catches up with the team and checks the project's progress. All observations get entered into the project management app, ensuring every detail is documented. No notebook needed. Back at the office, it's time to update project statuses. Her project management software helps her again, auto updating timelines based on her notes and new data. She returns phone calls, puts those notes in the CRM, and to ensure that all communications are logged. Lisa sends a team member to Costco for office supplies. They capture the receipt with the QuickBooks app on their way to show that receipt to the attendant at the door. No risk of losing that receipt as the items are in transport or if that receipt ends up in a pile on Lisa's desk. For invoicing, AI takes the cake. Using a project management tool capable of automating invoicing by integrating with QuickBooks, Lisa ensures all completed project tasks convert into invoiced line items. No hunting for details or manual input needed. As the day winds down, Lisa takes a few moments to plan for tomorrow, setting tasks and reminders with her project management software. Her AI powered systems help her feel on top of tasks that might otherwise drown her or feel very stressful. By integrating AI tools, Lisa has transformed what could be a chaotic juggling act into a streamlined, efficient operation. Whether it's tracking expenses with QuickBooks Mobile, Hubdoc, or FileHQ, Capturing mileage with MileIQ or ensuring seamless invoicing through project management integrations, AI makes it all possible. If you're looking to make even better use of AI in your business, then tune into our next episode where I break down the key to using any AI well, writing prompts. Like what you heard? Never miss an episode by subscribing. Head over to listentoelevated. com to subscribe or share with a friend. Everyone deserves to have less stress and more impact.