How Home Service Pros Use Emotional Automation to Win Referrals and Brand Love with Caleb Baitz
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Release Date: 07/30/2025
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Contractors who do not own their customer list will lose. As AI, search, and digital platforms continue to change, relying on Google, ads, or third party platforms puts your business at risk. In this episode of Service Business Mastery, we break down why owning your customer list is no longer optional for contractors and service business owners who want to survive and scale in the next decade. Joshua Crouch and Tersh Blissett sit down with , founder of , to explain how contractors can protect their business by building direct relationships with their audience, increasing client loyalty, and...
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In this episode of the Service Business Mastery Podcast, host Tersh Blissett sits down with Ari Meisel, Founder of Less Doing and creator of the Optimize, Automate, Outsource framework. Ari is a globally recognized expert in business automation, productivity systems, and operational efficiency, with deep hands-on experience in the construction and skilled trades. Ari shares how extreme burnout and a Crohn’s disease diagnosis forced him to redesign how he worked, leading to a system that allowed him to reclaim time, reduce stress, and build a business that runs without constant owner...
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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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: In this episode of the Service Business Mastery Podcast, we sat down for an insightful discussion with Justin Deese, host of the Freedom Blueprint podcast and creator of the Service Manager Academy. We talked about how to turn top technicians into effective service managers. Here’s what we cover in this episode: Common mistakes we see when promoting technicians to managers How to set boundaries with coworkers, friends, and...
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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch talk with Darren Shaw. He is the founder of Whitespark, a company specializing in local SEO software and services, and a recognized local SEO educator with more than 45,000...
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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett, Co-Founder & Chief Experience Officer at Trade Automation Pros, CEO of Service Emperor, Co-Host & Founder of Service Business Mastery Podcast, and Josh Crouch, Founder of Relentless Digital Marketing...
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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett and Josh Crouch talk with Crystal Williams at AHR Expo 2025. She is the Co-Founder of Lemon Seed Marketing, Marketing Strategist at McWilliams Heating, Cooling, and Plumbing & Co-Host of From The...
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! 👉 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, Tersh Blissett & Josh Crouch chat with Danica Patrick, Race Car Driver, Host of the Pretty Intense Podcast, an Entrepreneur, and Motivational Speaker at Service World Expo. She shares how she transitioned from a successful racing career to building her own business ventures....
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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett & Josh Crouch talk with Jen McKee at Epic 2025 in Orlando Florida. Jen is the owner of Kee Hart Marketing, a social media agency focused on helping home service businesses grow. Jen shares her...
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! 👉 Enroll Today - 🚀 Get Your 14-Day Free Trial with CallRail! 👉 Visit: __________________________________________ Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, Tersh Blissett talks with Luke Peters, Founder & CEO of Apex CEO Business Turnarounds, Former CEO of Newair and Host of The 8-Figure Product CEO Podcast. He shares how he grew a home appliance brand from a...
info_outlineLearn how to automate tasks, save time, and increase your profit. No Coding required!
👉 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! https://www.servicebusinessmastery.com
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, handwritten notes, and surprise gifts to create emotional connections. He explains how thoughtful automation builds trust, drives word-of-mouth referrals, and helps businesses stand out in a busy market.
This conversation focuses on Caleb’s work helping service business owners build stronger customer relationships through automation. He shares how sending gifts like cookies, using follow-ups, and adding personal touches can create lasting loyalty. Caleb explains how small, thoughtful actions can lead to more word-of-mouth referrals, brand trust, and business growth. He highlights how caring service and simple automation can drive long-term success and deeper customer connections.
In this episode, here's what you can expect to learn:
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How small gifts like cookies create loyal customers and brand trust.
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Why surprise and delight make your business stand out.
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The power of automation in keeping customer connections strong.
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How follow-ups show care and build long-term relationships.
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Why thoughtful touches can lead to more referrals and growth.
Timestamps ⏰
[00:00] - Recap
[03:33] - Episode Intro & How Service Emperor Tests Automation
[04:15] - How “To Your Success” Sparked Automation Ideas
[06:54] - Caleb’s Story & Family Business Background
[08:21] - Using Gifts Like Cookies to Wow Customers
[09:39] - How Automation Builds Emotional Connections
[12:02] - Real-Life Impact: The Massage Gift Story
[15:21] - Brand Loyalty Through Surprise and Delight
[23:22] - Why Follow-Ups and Thank-Yous Build Trust
[32:19] - Giving Value First & Staying Top of Mind
[37:10] - Competing With Big Players Using Personal Touch
[38:31] - Team Buy-In & Caring Culture Through Automation
[44:45] - Final Thoughts & How to Connect With Caleb
If you enjoyed this chat with Caleb Baitz, please leave us a review (5 stars would mean a lot 😉).
Links & References:
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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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