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Exploring Tradie · increase profit and engagement

Exploring Tradie.Because a set system can't work right now.

The tools, the software, the expectations of customers and staff, all of it is moving faster than any programme written last year. So I do not sell a system. I mentor small trade businesses through what is changing: how the work runs, how you stay calm inside it and where AI honestly helps. One small piece at a time and we keep what works.

$275 + GST per two-hour session · book one, or none

Small and simple, over time.

Everything here is done the lean way — small, simple, one thing at a time, improved after it has been used on a real job. Not a course you enrol in and work through in order.

What we explore

Five threads. We pull the one that is bugging you this month.

Small trade businesses don't get a manager, an office or a board, their bookkeeper is the only person looking at the whole business every month. Doing that across a lot of small trade businesses, I see where the time and the money leak out. Exploring Tradie is what I have made of that and it is why I only mentor small trades.

The Kaizen tools

Kaizen runs through everything I do. Mentees tell me it is the most useful thing they take away.

As we explore a problem in mentoring I teach the lean (Kaizen) tool that fits it, on your own job and give you a handout so you can keep going on your own. One tool used on a real job of yours is worth more than six understood. The Kaizen Tradie book below covers all six.

The Kaizen ladder

A process business is built one rung at a time. There is no other way up.

You have heard the pitch. Fifteen minutes of marketing a day, ten times the business, you on a beach. You already know it is not true. What nobody tells you is what the real work actually looks like.

It looks like this. A business you can step back from is a process business: many small steps, each one standardised, all lined up under one goal. A ladder. You do not jump to the top and you do not need to. You climb one rung, stand on it until it holds, then the next.

That is what Kaizen is for. It names the rungs and it gives you the order. My job is to name the problem with you, help you see what you are climbing for and then break the climb into steps you can actually take between jobs. Steps, decisions and a framework to make them with. Nothing else works and I will not tell you otherwise.

A process businessRuns without you in every decision. You choose the next rung.
North StarThe one thing you are climbing for. It writes itself once you have used the others.
Small & simple actionsOne improvement every two weeks. Plan, do, check, act.
Meetings & KPIsThe few numbers you watch and a short meeting that ends with who does what.
The five whysPast the symptom to a cause you can change.
The eight wastesName where the hours and margin leak. Let the waste frustrate you.
5S · SortOne place, one afternoon. See a change by Monday. Start here.
SurvivingFires all week, everything through the owner, no time to think.
Start here

Four taps. One tool to try for two weeks.

Not sure where to begin? Answer four quick questions about your business and I will hand you one Kaizen tool, the reason, the page of the book and a prompt written for your own AI. It takes a minute. It is rung one of the ladder.

Which Kaizen tool first?

What is bugging you, how many of you, where the job lives and who on your crew thinks this way. Then one tool, not six.

Start here →
Free handouts

The book with all six tools and a worked example of one of them.

The Kaizen Tradie book is the reference: every tool, a page each, how I use it, an AI prompt for each. Efficient Tradie is a case study: the eight wastes applied to one leak, the hours and margin nobody back-costed, walked through a demo builder over four steps. More case studies follow for the tradies who work with me.

The book · all six tools

The Kaizen Tradie book

Thirteen pages. Every tool, a page each: what it is, how I use it in my own business and an AI prompt so you can teach yourself. Start with 5S. Includes the glossary.

Case study · the eight wastes

Efficient Tradie

Where did the hours go that you did not invoice? One demo builder, four steps two weeks apart: name the wastes, 5S the job software, back-cost one job, make it the habit.

Open the handout →
How a session works

Two hours. Your business on the screen. One thing finished.

What happens

  • We pick the piece before we start, so nothing is wasted
  • The work happens on your real numbers and your real jobs
  • You leave with the thing written, not with notes to write it later
  • The take-home has prompts you can work through on your own, and, where it fits, an AI prompt set up for your business

Fair to say up front

  • $275 + GST per two-hour session, book one, or none, no programme to enrol in
  • It is developing as I use it. You will see that and you get the pieces as they are made
  • It works alongside your bookkeeper and your accountant
  • Not marketing, sales coaching, tax or legal advice, that is other people's work
Why me

A bookkeeper who has been mentoring for seven years.

Fourteen years in the books, eight as Admin for Tradies and I have owned a trade business and run its admin myself. For seven years I have been a volunteer mentor with Business Mentors New Zealand, working with trade and service businesses across the country. A Diploma in Lean Systems, a Master in Business and a Diploma in Accounting. That is the mix Exploring Tradie comes out of and I explore the AI side every working day, building the tools I use.

What is mentoring? In Business Mentors NZ's words: mentoring is a supported system where one person shares their skills, knowledge and experience to assist others to grow and develop.

Inside the numbers, not outside them

A business coach or consultant works from what you tell them. I work from what is actually in your Xero and your workflows, every month, which is also where you find out where AI helps and where it is best left to a human. In the AI age you have to be on the ground using it. That is a different conversation.

Small, and staying small

A handful of businesses at a time, properly. Same person every session, no programme, no upsell.

Christchurch and Canterbury

Local and happy to sit at your table. Most of the work happens on a screen we are both looking at, so small tradies anywhere in New Zealand book the same way.

The newsletter · monthly

From the trenches. Once a month.

What I am seeing in small trade businesses, one Kaizen tool used properly, what I am building with AI and what did not work, a Xero change worth knowing and one podcast or link worth a drive to site. Plain words. No fluff, no selling, no financial advice. Unsubscribe any time.

Read past issues →

Glossary

The words first. Without the words you cannot have the thinking.

These are the words I use in sessions. Once you have them, you can see the problem and then you can change it.

WasteAnything in the job the customer would not pay for if they saw it. Eight kinds: waiting, transport, motion, over-processing, defects, inventory, over-production, unused talent.
BottleneckThe one point everything queues behind. Often the owner. Find it first; fixing anything else is wasted.
FrustrationYour early-warning system. Every frustration marks friction in the workflow that can be looked at and fixed.
FrictionAnything that causes delay, confusion or rework. Some friction is useful — a check before you pay. The sweet spot is just enough to catch mistakes, not enough to slow the work.
KaizenJapanese for continuous improvement, and the movement that changed manufacturing — "The Toyota Way". Guided by a North Star. Focused on zen workflows and engagement.
5SSort, set in order, shine, standardise, sustain. A place for everything — the ute, the yard, the software.
Five whysAsk why five times to get past the symptom to the cause you can change.
PDCAPlan, do, check, act. The small loop that keeps an improvement true.
Back-costingReading a finished job backwards: what it cost, what it earned, where the margin came from. Best against the quote.
Clean dataInformation organised, current and reliable enough to make a decision from. Jobs closed, quotes attached, bills on the right section.
SimplicityNot the absence of complexity but the other side of it. Work through the detail, bring lean to it, strip the waste, know the value. The result feels simple.
FlowWork moving from enquiry to quote to job to invoice to cash with as few interruptions as possible.
Flow stateWhen the work feels effortless — the right amount of friction and ease — and time flies. In sport it is peak performance. Aim to work in flow state for part of every day.
Zen workCalm, one thing at a time, finished. Reached step by step — never all at once.
North StarThe one thing the business is aiming at, so the decisions in between get easier.
EngagementStaff involved and caring. Purpose beyond profit, clear workflows, clear lines of communication. A lean culture creates it.
Fair questions

Frequently asked questions

Is Exploring Tradie business coaching for tradies?

It is mentoring, not coaching. A coach works from what you tell them; Monique works from what is in your Xero and your workflow every month. Two-hour sessions on your own business, $275 + GST, book one or none.

What does a small trade business mentor in Christchurch cost?

Exploring Tradie is $275 + GST per two-hour session. It is free where Business Mentors New Zealand has matched you with Monique as your volunteer mentor.

What do small tradies actually talk about in mentoring?

Where the hours went on a job, paying bills at 10pm, which job software to buy, whether to hire, why profit and cash differ, losing a main source of work, being the bottleneck, wanting growth and weekends back and how AI honestly fits a two-person business.

Can a bookkeeper mentor a trade business?

A bookkeeper inside the numbers and the workflow sees where time, cash and margin leak out and in the AI age is the one on the ground finding where AI helps and where a human is better. That is what makes the mentoring practical rather than theoretical.

Try this. Ask your own AI about me. Download the briefing pack and ChatGPT, Claude, Copilot or Gemini can talk you through what I do, what it costs and whether I am a fit for your business.

Download the AI briefing pack

Less Admin. More Trade. Start with one thing.

Tell me what is bugging you this month and we will spend two hours on it. If the honest answer is that your month end is the problem, start with Tradie Month End instead.

Book a session