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506. ViewPoint is more than just a CRM w Mark Schwartz

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Release Date: 02/03/2021

AI Tools for Service Business Owners to Maximize Profits and Efficiency with Mark Paup show art AI Tools for Service Business Owners to Maximize Profits and Efficiency with Mark Paup

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights!   In this episode, recorded at the Nexstar Super Meeting in Orlando, Florida, hosts Tersh Blissett and Joshua Crouch chat with Mark Paup, owner of Golden Rule Plumbing, Heating, Cooling, and Electrical. They explore how AI and automation are revolutionizing the trades industry. βš™οΈπŸ’‘   Mark dives into the cutting-edge tools his company uses to optimize dispatching, streamline business operations, and boost customer engagement. From enhancing scheduling efficiency to...

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How AI Automation is Transforming Customer Service for HVAC and Plumbing Companies with Tyson Chen show art How AI Automation is Transforming Customer Service for HVAC and Plumbing Companies with Tyson Chen

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch are joined by Tyson Chen, Co-Founder of Avoca AI, to discuss how technology is transforming the service industry. πŸ“žπŸ’‘ Tyson dives into the innovative tools Avoca offers, helping businesses improve booking rates, streamline operations, and deliver exceptional customer service. From automating everyday tasks to reducing call center overhead, this conversation is packed with actionable strategies to enhance efficiency and drive growth in...

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Redefining Customer Service with AI Tools for Call Centers & Operators | Boris Valkov & Dave Schmidt show art Redefining Customer Service with AI Tools for Call Centers & Operators | Boris Valkov & Dave Schmidt

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, host Tersh Blissett is joined by Boris Valkov, CEO of Lace, and Dave Schmidt, Director of Operations at Frederick Air, to explore the transformative impact of AI in the service industry. πŸ€–πŸ“ž Boris shares cutting-edge insights into how Lace's AI-driven platform uncovers lost revenue and optimizes call center performance, while Dave reveals real-world results from implementing these tools in his HVAC business. From boosting booking rates to creating a data-driven culture,...

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Membership Strategies for HVAC Professionals to Boost Customer Retention with Billy Stevens show art Membership Strategies for HVAC Professionals to Boost Customer Retention with Billy Stevens

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch are joined by Billy Stevens, founder of Sera Systems and a pioneer in revolutionizing the service industry. πŸš€πŸ’‘ Drawing on his decades of experience in HVAC and plumbing, Billy unpacks how to optimize business operations, transition to membership models, and leverage hyperlocal branding to drive growth. From the power of AI-driven efficiency to strategies for retaining customers, this conversation is packed with practical insights to...

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How to Convert More Leads into Paying Customers with Kevin LeSage and Jonathan Torrey show art How to Convert More Leads into Paying Customers with Kevin LeSage and Jonathan Torrey

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch are joined by Kevin LeSage, CEO of SearchLight and Jonathan Torrey, Director of Marketing at SearchLight. A cutting-edge analytics platform for the service industry. πŸ“ŠπŸ’‘ With backgrounds in digital marketing and a passion for operational excellence, Kevin and Jonathan share how Searchlight connects marketing efforts directly to revenue, helping contractors optimize their investments and streamline operations. From addressing unsold...

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The Secret to Calculating True Billable Hours for Contractors with Ruth King show art The Secret to Calculating True Billable Hours for Contractors with Ruth King

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this insightful episode, hosts Tersh Blissett and Joshua Crouch are joined by financial expert Ruth King to tackle one of the most pressing challenges for contractors: mastering the financial side of their business. Ruth, an accomplished author, speaker, and advisor, shares practical strategies to improve profitability, manage overhead, and avoid common mistakes that can cost your business dearly. If you’ve ever struggled to understand your finances or wondered how to make your business...

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Why I Coach My Competition and Invite Them Into My Business with Tommy Mello show art Why I Coach My Competition and Invite Them Into My Business with Tommy Mello

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch are joined by , founder of   at the Home Service Freedom Event 2024. Tommy is a recognized leader in the home service industry. πŸš€ He shares his journey of building a multimillion-dollar business, emphasizing the power of strong vendor relationships, leveraging technology, and fostering a culture of giving back. From scaling his business to prioritizing personal health for leadership clarity, Tommy offers actionable insights for...

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Why AI Will Be the Biggest Technological Revolution of Our Lifetime with Boris Valkov show art Why AI Will Be the Biggest Technological Revolution of Our Lifetime with Boris Valkov

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch sit down with Boris Valkov, Co-Founder & CEO of Lace, live from the Service World Expo 2024 in Orlando, to explore how AI is revolutionizing service-based businesses. πŸ€–πŸ“Š Boris, an expert in AI and former member of Meta’s PyTorch team, shares actionable insights on leveraging AI to optimize call center performance, boost booking rates, and increase revenue without extra marketing spend. He also discusses the future of AI-driven...

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How to Transform Your Business with Disney-Style Customer Experience Strategies with John Formica show art How to Transform Your Business with Disney-Style Customer Experience Strategies with John Formica

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Josh Crouch are live from Service World Expo 2024, joined by John Formica, a former Disney leader and expert in customer experience transformation. 🎒✨ Drawing from over 30 years in the service and hospitality industry, including a decade at Disney Resorts, John shares how businesses can create magical moments for customers, build loyalty, and foster a thriving team culture. From leveraging Disney’s β€œplus one” philosophy to hiring for cultural...

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How AI Can Keep Your Business Competitive and Meet Customer Demands with Rocky Ozaki show art How AI Can Keep Your Business Competitive and Meet Customer Demands with Rocky Ozaki

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, hosts Tersh Blissett and Joshua Crouch are joined by Rocky Ozaki, founder of Now of Work, live from the Nexstar Super Meeting, to discuss how AI is reshaping the future of work, especially for service-based businesses. πŸ€–πŸ“ˆ Rocky Ozaki, a digital transformation expert, shares practical insights on adopting AI to streamline operations, improve decision-making, and enhance customer interactions. Speaking at the Nexstar event, he highlights strategies to balance automation with...

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