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The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment. Today, Liveswitch CRO James Hatfield is on the show to talk about how create a seamless and speedy experience for customers using virtual --quoting.

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Here’s a hard reality:

The modern buyer doesn’t want to wait. They expect instant answers, real-time communication, and a seamless experience from first click to final payment.

But most trades businesses struggle to make that a reality for their customers.

Today, I’m joined by James Hatfield, CRO at LiveSwitch, to unpack a faster, smarter way to sell—without losing the human connection.

We’ll cover how expectations have shifted, where contractors are still falling short, and how to blend speed with authenticity in every step of the sales journey.

If you want to win the “race to the face” and elevate your customer experience, this one’s for you.

00:00 - Intro

02:03 - History of Liveswitch

04:15 - Balancing race to face vs. personalization

07:46 - What does the modern buyer expect from a sales process?

11:02 - What does the virtual quoting experience look like for customers?

16:37 - Benefits of tech-enabled sales

24:19 - Creating a tech-enabled review/referral process

27:04 - Claiming the property with QR codes

32:16 - Does EVERY customer really prefer tech-enabled sales?

34:20 - Other tech to add to your stack

39:08 - Final thoughts and wrap up

Patricia Ortega

The AI-powered Podcast Player