How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Release Date: 04/16/2025
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch talk with David Cochran, owner of Complete Comfort, a company known for using creative videos to grow its HVAC brand. David shares how doing things differently, like sending fun thank-you videos, making a team song, and using humor, helps...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch talk with Caleb Baitz, Vice President of Marketing at To Your Success, a company known for using gift packages to help businesses grow stronger customer relationships. Caleb shares how service business owners can use simple tools like cookies,...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Tersh Blisett and Josh Crouch talk with Ryan Naylor, currently serving as the CEO/Founder of AvaHR and previously leading as Chief Executive Officer at LocalWork and also the Contributing Author of Entrepreneur Media. Ryan shares his expertise on how service business owners...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Josh Crouch and Tersh Blisset chat with Amber Gaige, Chief Marketing Advisor at Far Beyond Marketing and a marketing expert with a strong background in the trades. Amber shares her journey from working in her familyβs plumbing business to becoming a certified StoryBrand...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - --------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Tersh Blissett talks with Gregg Schonhorn, partner at and Business Development Advisor SF&P Advisors and expert in selling service businesses. They talk about how Gregg helps owners get ready to sell by building strong teams, fixing money issues, and planning ahead....
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Josh Crouch talks with Clay Neumeyer, President of Service Loop Electrical, and Joseph Lucanie, Electrician and Senior Sales Representative at Jones Services, are also the hosts of the Million Dollar Electrician Podcast. They discuss how they help service business owners grow...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Josh Crouch talks with Eric McGrath, leadership coach, EOS Implementer, and Chief Excellence Officer at Driven Leadership. They talk about how Eric helps business owners grow by building better leaders and teams. Eric shares how the EOS system improves structure, goal setting,...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, host Tersh Blissett talks with Michael Caito, CEO of Map Consulting, an Active Member of EO and YPO and Former Co-Founder of Restaurants on the Run. They discuss Michaelβs journey from entrepreneur to CEO and how he grew his business by focusing on disciplined leadership and goal...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch chat with Jacob Gee, Chief Financial Officer at Gee Heating and Air, and Wil Kinsey, Director of Sales at Conduit WC. They discuss how HVAC businesses can boost profits through extended warranties and reinsurance. Jacob and Wil explain how...
info_outlineService Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Learn how to automate tasks, save time, and increase your profit. No Coding required! π Enroll Today - ---------------------------------------------------- Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of Service Business Mastery, hosts Tersh Blissett and Josh Crouch sit down with Justin Riley, President of UpFrog. They explore how UpFrog helps HVAC businesses grow through online pricing tools and smart ad strategies. Justin explains how tracking customer buying habits, improving follow-up, and simplifying installs can...
info_outlineLearn how to automate tasks, save time, and increase your profit.
No coding required! π Enroll Today- https://bit.ly/3CZTDte
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Welcome to the Service Business Mastery Podcast!
Visit our website for more episodes and insights! www.servicebusinessmastery.com
In this episode, recorded live at AHR 2025 in Orlando, hosts Tersh Blissett, Co-Founder and Chief Experience Officer at Trade Automation Pros, and Joshua Crouch the Founder of Relentless Digital Marketing Solutions, explore the use of AI and automation in the service industry. They discuss the complexities of integrating technology into traditional business models and maintaining core operational processes. Tersh and Josh share valuable insights on optimizing customer service and internal workflows, the importance of process optimization, and their personal experiences with digital marketing tools, offering practical advice on leadership and adapting to technological changes.
This discussion highlights key elements such as optimizing business processes using AI, maintaining core operational efficiencies during technological integration, and ensuring effective customer engagement and employee adaptation, essential for long-term business success.
In this episode, here's what you can expect to learn:
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Tech-Driven Growth: How service businesses use AI and automation to adapt and thrive.
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Leadership in Transition: Managing change and communication in the era of technology.
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Strategy Meets Emotion: Balancing automation with emotional intelligence for success.
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Insights into Action: Leveraging digital expertise for strategic business planning.
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Building Resilience: Sustaining business through core processes and customer engagement.
Timestamps β°
00:00 - Episode Introduction
04:03 - Background and Experience with AI in Service Industries
06:00 - Phone Tap: Using AI Call Analysis to Uncover Booking Gaps and Max Lead Conversion
08:14 - Optimizing, Automating, and Delegating: Transforming Processes for Efficiency
12:23 - Recording and Refining Processes: Ensuring Scalability and Flexibility for Any Situation
13:56 - Benefits of Automation in Customer Service and Marketing
17:15 - Embracing the Four-Hour Workweek Mindset: Balancing Automation and New Priorities
20:47 - Calculating Time Savings Through Automation: The Power of Task Efficiency
23:39 - When Not to Automate: Key Customer Journey Moments
29:53 - AI Note-Takers: Streamlining Service Calls and Detailed Recordings for Efficiency
33:42 - Simplifying SOPs with ChatGPT: Automating and Customization for Your Business
42:58 - Implementing SOPs with Your Team: Training, Buy-In, and Consistent Review
If you enjoy the episode, please donβt hesitate to leave us a review (5 stars preferably π)
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This episode is kindly sponsored by:
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CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!
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Join the Service Business Mastery Facebook group for more updates!
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Visit our website: www.servicebusinessmastery.com
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