Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
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How to Fix Trades Marketing by Using StoryBrand to Boost Calls and Stand Out with Amber Gaige
07/16/2025
How to Fix Trades Marketing by Using StoryBrand to Boost Calls and Stand Out with Amber Gaige
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, 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 family’s plumbing business to becoming a certified StoryBrand guide. She discusses how the StoryBrand framework helps service businesses stand out by focusing on clear messaging and solving emotional problems for customers. Amber also explains how small changes in marketing can lead to long-term growth and success. This conversation focuses on Amber Gaige’s work helping trade business owners grow through effective marketing. She explains how the StoryBrand framework helps create clear messaging and build trust with customers. Amber shares how focusing on customer emotions and solving real problems leads to loyal clients. She also discusses how small marketing adjustments can lead to long-term growth and stronger customer relationships. In this episode, here's what you can expect to learn: How using the StoryBrand framework creates clear messaging and builds trust. Why focusing on emotional problems helps create loyal customers. How positioning your business as the guide leads to long-term growth. Why small marketing changes can have a big impact on your success. How clear communication across all platforms makes your business stand out. Timestamps ⏰ 00:20 - Introduction 01:08 - Introducing Amber Gaige 02:10 - Amber’s Background in Trades and Marketing 05:32 - What is the StoryBrand Framework? 06:47 - Why Clear Messaging Builds Trust 10:42 - How Focusing on Customer Emotions Drives Loyalty 14:30 - Positioning Your Business as the Guide 17:00 - Small Changes in Marketing for Big Growth 19:15 - The Importance of Consistent Communication 21:30 - How StoryBrand Helps Service Businesses Stand Out 23:45 - Key Marketing Strategies for Trades Business Owners 26:00 - Real-Life Example of StoryBrand in Action 28:30 - Amber’s Advice for Business Owners 30:00 - Closing Thoughts and Final Takeaways If you enjoyed this conversation with Amber Gaige, please leave us a review (5 stars would be greatly appreciated 😉). Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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The Truth About Selling Trades Businesses for Maximum Value with Gregg Schonhorn
07/09/2025
The Truth About Selling Trades Businesses for Maximum Value with Gregg Schonhorn
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, 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. Gregg shares how profits, leadership roles, and smart systems raise business value. He explains how using automation, AI, and good financial habits can attract buyers and avoid common mistakes. Gregg also shares tips on what buyers look for and how to grow a business worth selling. This conversation focuses on Gregg Schonhorn’s work helping business owners prepare their companies for sale. Gregg shares why strong profits, clear roles, and solid systems raise a business’s value. He explains how planning ahead, cutting extra costs, and building a good team make selling easier. The discussion highlights how automation, AI, and smart money habits attract buyers and lead to better deals in the service industry. In this episode, here's what you can expect to learn: Why early planning and strong profits boost your business value. How cutting waste and fixing money mistakes helps before selling. What buyers look for in your team, systems, and finances. How AI and automation can improve your business for a sale. Why building a solid team makes your company easier to sell. Timestamps ⏰ 00:00 - Episode Recap 02:43 - Meet Gregg Schonhorn from SF&P Advisors 03:13 - What SF&P Does: Selling Service Businesses 04:18 - Why Business Owners Overvalue Their Companies 05:57 - Understanding Rolled Equity and Business Partnerships 07:26 - How Buyers Use Debt and Cash in Deals 08:12 - Timeline: When Do PE Firms Sell? 09:55 - Common Business Issues Before Selling 11:19 - Overpaying the C-Suite and Fixing Expenses 12:25 - Hitting Revenue Walls and Business Growth Stages 14:10 - When to Get Lean or Grow Carefully 16:29 - What It Means to Be “Too Lean” for Buyers 17:54 - Comparing HVAC vs Roofing Business Maturity 18:54 - Why Missing Team Roles Can Hurt Valuation 24:22 - Proven Growth and Repeatable Results 26:10 - Why Residential Business Models Get Higher Value 28:43 - Will AI Change Business Multiples? 31:46 - How Buyers Ask About Your Tech Stack 33:02 - CTOs and the Future of Service Business Tech 34:10 - Gregg on Why You’re Ahead with Automation 37:47 - Accrual-Based Accounting and Financial Clarity 37:21 - Understanding KPIs for Your Stage of Growth 40:35 - Final Advice: Plan Early and Keep Improving If you enjoyed this chat with Gregg Schonhorn, please leave us a review (5 stars would mean a lot 😉). 📩 Want to connect with Gregg Schonhorn? Reach out via email at [email protected] or call him directly at 973-919-5509. Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Contractors Escape Burnout and Build Wealth by Pricing Right and Slowing Down with Clay & Joseph
07/02/2025
How Contractors Escape Burnout and Build Wealth by Pricing Right and Slowing Down with Clay & Joseph
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, 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 by improving customer service and leadership. Clay and Joseph explain how clear communication, fair pricing, and offering value lead to loyal customers and strong teams. They also share how focusing on service quality and building trust helps businesses thrive long-term. This conversation focuses on Clay and Joseph’s work helping service business owners grow through better customer service and leadership. They share how clear communication, fair pricing, and offering real value can create loyal customers and strong teams. They explain how focusing on service quality, building trust, and leadership growth leads to long-term business success. The discussion highlights why small changes in service can lead to big growth and improved customer relationships. In this episode, here's what you can expect to learn: How clear communication and pricing can build loyal customers. Why focusing on service quality leads to long-term business growth. Offering value beyond the job sets you apart from competitors. Why building trust with your team and clients leads to success. How small changes in your service can make a big impact on growth. Timestamps ⏰ 00:00 - Introduction 02:33 - Introducing Clay and Joseph 04:41 - Joseph’s Story of Service Failure 06:27 - The Long-Term Impact of Service 10:17 - Why Contractors Don’t Focus on Service 12:24 - The Importance of Slowing Down to Deliver Value 16:07 - Pricing Strategies for Growth 19:49 - The Value of Communication in Service 21:01 - The Role of Proper Pricing 27:29 - Avoiding Busy Work and Focusing on Strategic Growth 30:50 - Investing in Your Health and Business 33:21 - The Power of Knowing What You Want 36:55 - The Importance of Family and Faith in Business 42:21 - Work-Life Balance and the Impact of Prioritizing Health 45:43 - Client Success Story: The Power of Service Options 48:11 - Shameless Plug: Million Dollar Electrician Podcast 49:36 - Closing Thoughts and Final Advice If you enjoyed this chat with Clay Neumeyer and Joseph Lucanie, please leave us a review (5 stars would mean a lot 😉). Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Why Trade Business Founders Fail to Scale and How EOS Fixes Leadership Gaps with Eric McGrath
06/25/2025
Why Trade Business Founders Fail to Scale and How EOS Fixes Leadership Gaps with Eric McGrath
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, 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, and meetings that lead to action. He explains how emotional intelligence, one-on-one check-ins, and strong team roles help solve problems and build trust. Eric also highlights why self-growth and leadership habits are key for long-term business success. This conversation focuses on Eric McGrath’s work helping business owners lead with clarity and structure. Eric shares how using EOS, setting clear goals, and improving meeting habits help teams grow. He explains how emotional intelligence, one-on-ones, and strong team roles build trust and solve problems. The discussion highlights why good leadership, personal growth, and clear systems are key to long-term success in any business. In this episode, here's what you can expect to learn: How EOS brings structure and clarity to your business. Why strong leadership habits lead to better team performance. How regular one-on-ones build trust and solve issues early. Why do clear roles and accountability help teams grow. How personal growth makes you a better business leader. Timestamps ⏰ 00:00 - Episode Recap 02:48 - Meet Eric McGrath of Driven Leadership 03:54 - Eric’s Journey into Leadership Coaching 05:06 - Why EOS Matters for Business Growth 07:13 - Visionary vs Integrator: Finding Balance 09:50 - Setting Rocks, Scorecards & To-Do’s with EOS 12:34 - Building Meeting Structures That Work 14:58 - How EOS Solves Team & Growth Challenges 21:54 - A Real Story: Changing Leadership Style 28:24 - Psychological Safety and Team Success 34:03 - Why Emotional Intelligence is a Must for Leaders 42:40 - The Power of One-on-Ones in Team Building 49:18 - Final Thoughts and How to Reach Eric McGrath If you enjoyed this chat with Eric McGrath, please leave us a review (5 stars would mean a lot 😉). Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How One CEO Turned Harsh Feedback into a $6M Growth Exit using MAP Systems with Michael Caito
06/18/2025
How One CEO Turned Harsh Feedback into a $6M Growth Exit using MAP Systems with Michael Caito
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, 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 Michael’s journey from entrepreneur to CEO and how he grew his business by focusing on disciplined leadership and goal setting. Michael shares how creating strong routines, building a reliable team, and continuous learning helped him scale his company. He also explains how coaching and accountability were key to improving leadership skills and ensuring long-term business success. This conversation focuses on Michael Caito's journey from entrepreneur to CEO. Michael shares how disciplined leadership and goal setting were key to his growth. He explains how building strong routines, creating accountability, and focusing on continuous learning helped him scale his business. The discussion highlights the importance of a solid team and structured leadership for long-term success and stability in business. In this episode, here's what you can expect to learn: How to Transition from Entrepreneur to CEO: Michael explains how focused leadership and goal setting helped him grow his business. Why Strong Routines Lead to Success: Learn how building clear habits and accountability can improve leadership and stability. Using Leadership for Growth: Michael shares how disciplined leadership and team building lead to long-term success. Building a Solid Team: Hear how creating a strong team and setting clear expectations drive business growth. Growing Through Learning: Understand why continuous learning and coaching are essential for becoming a better leader and scaling your business. Timestamps ⏰ 00:00 - Episode Recap 03:32 - Meet Michael Caito, CEO of Map Consulting 05:00 - Transitioning from Entrepreneur to CEO 05:48 - Building Disciplined Leadership for Business Success 09:09 - Setting Clear Goals to Drive Growth 14:25 - The Importance of Building a Reliable Team 15:50 - Why You Should Keep Growing Even During a Business Sale 18:38 - How Accountability and Goal Setting Lead to Long-Term Growth 20:18 - How Strong Leadership Drives Team Performance 23:47 - Becoming a CEO-Level Leader: Key Takeaways 26:27 - The Six Key Functions Every Entrepreneur Must Master to Become a CEO 33:05 - Two Overlooked Keys to Business Growth: KPIs and Manager Training 35:58 - Final Thoughts, Resources, and How to Connect with Michael Caito If you enjoyed this chat with Eric McGrath, please leave us a review (5 stars would mean a lot 😉). Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Warranty Strategy for HVAC Contractors to Build Wealth, Cut Risk & Boost Exit Value with Jacob & Wil
06/11/2025
Warranty Strategy for HVAC Contractors to Build Wealth, Cut Risk & Boost Exit Value with Jacob & Wil
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, 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 setting up a warranty company can help contractors keep more of the premium money and reduce risks. They also share how simple warranty plans improve customer trust and financial security, leading to steady business growth without extra complexity. This conversation focuses on using extended warranties and reinsurance to grow HVAC businesses. Jacob and Wil explain how setting up a warranty company helps contractors keep more money and lower risks. They share how simple warranty plans improve customer trust and financial stability. The talk emphasizes how clear goals and offering peace of mind can lead to steady growth and fewer complications in business. In this episode, here's what you can expect to learn: How Extended Warranties and Reinsurance Help HVAC Businesses: Jacob and Wil explain how offering warranties can keep more money in contractors' hands and reduce risks. Why Simple Plans Lead to Success: Learn how simple warranty structures and clear goals can improve financial security and customer trust. Using Smart Strategies for Growth: Jacob and Wil share how focusing on warranties and reinsurance can help businesses grow without unnecessary complications. Improving Customer Satisfaction: Hear how offering warranties gives customers peace of mind and boosts their experience. Growing Through Strong Foundations: Understand why staying consistent with warranty programs and setting clear goals leads to long-term business growth. Timestamps ⏰ 00:00 - Episode Recap 02:33 - Meet Justin Riley and What UpFrog Does 04:41 - Market Trends: Soft Demand and Smart Advertising 07:06 - Why Timing and Lead Cycle Matter for Marketing 09:41 - Simple Installs vs. Complex Systems: What Sells Best 12:48 - Building a Better Booking System and Lead Follow-Up 16:08 - The Semper Fi Story: Scaling from $5K to $80M 19:48 - Lower Job Costs and Better Financing Options 23:40 - Challenges of Communicating Systems and Callbacks 28:35 - Selling the Service, Not Just the Equipment 30:40 - Focusing on Strengths to Grow Your Business 34:21 - When and Why to Invest in Branding 37:20 - Data-Driven Marketing: Tracking Every Dollar 40:36 - The Role of Grassroots and Social Media Content 49:10 - Justin on Balancing Business and Family Life 53:46 - New Tools Coming Soon for Small Contractors If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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The Service Business Strategy to Hit $137M in Sales with No Branding or Fluff with Justin Riley
06/04/2025
The Service Business Strategy to Hit $137M in Sales with No Branding or Fluff with Justin Riley
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 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 lead to better results. He also shares the value of using data for marketing decisions and why consistency is key to fast, reliable business growth. This talk covers key points like using online pricing, smart ad strategies, and consistent follow-up to grow HVAC businesses. Justin explains how tracking lead times, simplifying installs, and using real data helps boost sales. He shares why understanding customer behavior and focusing on proven methods leads to better results and steady business growth. In this episode, here's what you can expect to learn: How UpFrog Helps HVAC Businesses Grow: Justin shares how UpFrog uses online pricing and smart ads to drive more sales and better leads. Why Timing and Simplicity Matter: Learn how knowing when customers are ready to buy and offering simple installs can improve results. Using Data to Make Smart Moves: Justin explains how tracking lead behavior and follow-up rates helps businesses grow smarter. Boosting Customer Experience: Hear how avoiding complex installs and focusing on clear communication keeps customers happy. Growing Through Consistency: See why staying consistent with lead handling and smart hiring leads to fast, reliable business growth. Timestamps ⏰ 00:00 - Episode Recap 02:33 - Meet Justin Riley and What UpFrog Does 04:41 - Market Trends: Soft Demand and Smart Advertising 07:06 - Why Timing and Lead Cycle Matter for Marketing 09:41 - Simple Installs vs. Complex Systems: What Sells Best 12:48 - Building a Better Booking System and Lead Follow-Up 16:08 - The Semper Fi Story: Scaling from $5K to $80M 19:48 - Lower Job Costs and Better Financing Options 23:40 - Challenges of Communicating Systems and Callbacks 28:35 - Selling the Service, Not Just the Equipment 30:40 - Focusing on Strengths to Grow Your Business 34:21 - When and Why to Invest in Branding 37:20 - Data-Driven Marketing: Tracking Every Dollar 40:36 - The Role of Grassroots and Social Media Content 49:10 - Justin on Balancing Business and Family Life 53:46 - New Tools Coming Soon for Small Contractors If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Entrepreneurs Fix Burnout & Libido Loss using Testosterone & Peptides - Dr Adam & Paul Bakhtiar
05/28/2025
How Entrepreneurs Fix Burnout & Libido Loss using Testosterone & Peptides - Dr Adam & Paul Bakhtiar
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 Service Business Mastery podcast episode, hosts Tersh Blissett and Josh Crouch chat with Dr. Adam Boender, the strategic implementor at QA, Regen Consultants, and Paul Bakhtiar, the business strategist at Helios Consultants, about how business owners can feel better and live healthier. They talk about how hormone and peptide therapy can help with energy, focus, and weight. The guests explain how stress and age affect health, and why testing, good food, and simple routines can make a big difference in daily life. This talk covers key points like how hormones and peptides can boost energy, focus, and health. Dr. Adam and Paul explain how stress, age, and poor habits affect the body. They share why testing, good sleep, better food, and staying active help business owners feel better and live stronger lives. In this episode, here's what you can expect to learn: Why Health Gets Ignored: How stress and busy lives lead business owners to feel tired and out of shape. How Hormone Help Works: Learn how simple tests and treatment can boost energy, mood, and focus. The Power of Peptides: Find out how peptides support recovery, sleep, and brain clarity. Making Smart Health Changes: Hear how eating better, moving more, and tracking progress can improve life. Living Strong at Any Age: See how balance and routine help you feel good and stay sharp long-term. Timestamps ⏰ 00:00:00 - Episode Recap 00:03:48 - Why Health Often Gets Ignored by Business Owners 00:06:48 - Meet Dr. Adam and Paul & Their Wellness Backgrounds 00:09:28 - Moving from Chiropractic to Full Health Optimization 00:11:16 - Breaking Down Peptides and What They Do 00:16:07 - Understanding Hormone Therapy and Its Benefits 00:20:43 - How Stress, Food, and Environment Affect Your Health 00:26:04 - Real Stories of Transformation and Better Living 00:32:14 - Injections vs. Pellets: What Works Best and Why 00:39:56 - Peptides for Sleep, Focus, and Mental Clarity 00:46:40 - Testing, Tracking, and Building Your Health Plan 00:55:26 - What Is the CEO Stack and Why It Matters 01:00:56 - Why Women’s Hormone Health Is Often Overlooked 01:02:25 - Contact Info and Listener Discount Offer If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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AI Call Tracking for Contractors to Maximize Marketing ROI with CallRail Tools – Nick Jascomb
05/21/2025
AI Call Tracking for Contractors to Maximize Marketing ROI with CallRail Tools – Nick Jascomb
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 service business master podcast, host Josh Crouch sits down with Nick Jascomb, Sales Manager at CallRail. They discuss how CallRail’s tools help businesses track calls, measure marketing performance, and improve lead follow-up. Nick shares how AI-powered insights quickly identify valuable leads and boost customer experience. He also talks about the importance of using data to make smarter marketing decisions and grow your business. This talk covers key points like using call tracking, understanding marketing data, and improving follow-up to boost business growth. Nick explains how AI insights help identify quality leads, track customer behavior, and make smarter marketing decisions. He shares why using data to measure success helps companies improve customer experience and grow their brand. In this episode, here's what you can expect to learn: How CallRail Helps Businesses Grow: Nick explains how CallRail’s tools track calls and improve marketing performance. Why AI Insights Matter: Learn how AI-powered summaries help identify quality leads and boost follow-up. Making Data-Driven Decisions: Nick shares tips on using data to make smarter marketing choices. Improving Customer Experience: Hear why tracking call behavior helps businesses provide better service. Growing with Smart Tracking: See how tracking all marketing channels leads to stronger growth and better results. Timestamps ⏰ 00:00 - Recap of the Episode 02:44 - Meet Nick Jascomb and His Journey with CallRail 04:06 - How CallRail Helps Businesses Track Calls and Improve Marketing 07:24 - Using AI Insights to Identify Quality Leads 11:31 - Honhoiw Data Helps Make Smarter Marketing Decisions and Attributions 15:36 - Boost ROI with Call Tracking Across All Marketing Channels 19:33 - Using Data to Fine-Tune Marketing Strategies 22:54 - The Power of Tracking and Measuring Every Marketing Effort 24:23 - Why Data-Driven Decisions Lead to Stronger Business Growth 27:00 - How AI Can Speed Up Reporting and Insights 29:18 - Understanding Call Behavior to Improve Team Training 33:04 - Tracking Client Interactions: Unlock Success with Smart Marketing Data 36:16 - AI Search and Its Attributions in Call Tracking and Marketing 38:53 - Details about CallRail and Its Free Trial If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Using TikTok to Attract Customers For HVAC and Plumbing Businesses with Jen McKee
05/14/2025
Using TikTok to Attract Customers For HVAC and Plumbing Businesses with Jen McKee
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, recorded live at EPIC 2025 in Orlando, hosts Tersh Blissett and Josh Crouch chat with Jen McKee, owner of Kee Hart Marketing and host of The Kee to Growth podcast. They explore how Jen’s early success with a plumbing client on TikTok led her to start her agency. She shares why simple videos and real storytelling help brands grow. Jen also talks about how testing content, using strong hooks, and staying real online can build trust and stronger businesses. This talk covers key points like using simple videos, understanding TikTok’s algorithm, and testing content to grow a strong brand. Jen shares why staying real, using good hooks, and focusing on storytelling help companies build trust and lasting success with their audience. In this episode, here's what you can expect to learn: How One Client Changed Everything: Jen’s first plumbing client helped spark her journey into marketing for the trades. Simple Videos Win Big: Learn why natural, real videos perform better than polished, fancy ones. Mastering TikTok’s Algorithm: Jen shares tips on reaching the right audience with strong hooks and stories. Growing by Testing Content: Hear why trying different ideas helps find what works best online. Building Trust Through Real Content: See how staying true and consistent builds stronger brands. Timestamps ⏰ 00:00 - Recap of the Episode 03:26 - Meet Jen McKee and Her Social Media Journey 04:54 - How a Plumbing Client Led to a New Career 05:57 - Early Days on TikTok and Getting Results 07:15 - Why TikTok’s Algorithm Works Differently 10:15 - How Location Shapes Content and Markets, & Why Simple Videos Win 12:02 - Talking About TikTok Shop and Consumer Behavior 15:51 - Making Ads Feel Native to Boost Success 19:12 - Finding the Right Hooks for Great Videos 21:32 - Testing Content to Find Winners and Prioritizing Engagement Over Views 23:45 - Dealing with Trolls and Negative Comments 27:57 - Why Building a List is Key to Long-Term Success 34:57 - Tips for Batch Creating Content Like a Pro 41:13 - Smart Scheduling and Cross-Platform Engagement 45:45 - Mixing Personal and Business Posts for Stronger Brands 55:23 - Photo Management, AI Ideas, and How to Stay Organized If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How most home service businesses are misled by CPAs with Kristen Deese
05/07/2025
How most home service businesses are misled by CPAs with Kristen Deese
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, hosts Tersh Blissett and Josh Crouch chat with Kristen Deese, who is the Chief Financial Officer at The Virtual CFO for the Trades, Paradise Home Services, and AGS Installations, INC. Kristen shares how running home service businesses with her husband led her to help other owners understand their numbers. She explains why knowing the difference between a CPA and a CFO is key to making smart money moves. Kristen also talks about fixing cash flow issues, training teams on KPIs, and building profit the right way. Her simple advice helps business owners grow with confidence. This talk covers key points like knowing your numbers, training your team to hit KPIs, and fixing cash flow problems early. Kristen shares why understanding the role of a CFO is so important and how better money habits help grow a strong business. She explains how owners can feel more confident by using clear financial reports and staying focused on real profits. In this episode, here's what you can expect to learn: How Real-World Experience Wins: Kristen’s path from running service businesses to becoming a Virtual CFO. Why Knowing Your Numbers Matters: Learn the power of reading reports and using them daily. Fixing Cash Flow Problems: Kristen shares simple ways to avoid money mistakes that hurt growth. The CFO vs CPA Difference: See why having the right financial help changes everything. Tracking KPIs for Success: Learn how clear goals and simple tracking can grow your business fast. Timestamps ⏰ 00:00 - Recap of the Episode 02:56 - Meet Kristen Deese: From Trades to Virtual CFO for Home Services 06:40 - What Business Owners Don’t Know About Their Numbers 08:15 - CPA vs CFO: What’s the Real Difference? 11:21 - The Pain of Big Tax Bills and How to Avoid Them 17:02 - Cash Flow Mistakes and Profit First Struggles 18:15 - When to Hire a Bookkeeper, CPA, or CFO 22:20 - Avoid Negative CFOs and Keep the Right Perspective 24:51 - The Three Reports Every Business Owner Should Watch 30:51 - Why P&Ls Can Look Good but Bank Accounts Don’t 33:12 - Kristen’s Power Profit Workshop: What to Expect 36:31 - Teaching KPIs and Getting Teams to Hit Their Goals 37:45 - Working with Your Spouse: Lessons from Kristen and Tersh If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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HVAC Hiring & Leadership Tactics That Built a 90% Retention Rate & Leveraged AI - Dustin Van Orman
04/30/2025
HVAC Hiring & Leadership Tactics That Built a 90% Retention Rate & Leveraged AI - Dustin Van Orman
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, recorded live at Rilla Masters 2025 in Las Vegas, hosts Tersh Blissett and Josh Crouch chat with Dustin Van Orman, Marketing Manager and President of Business Development and M&A at Any Hour Services - Electrical, Plumbing, Heating & Air.They explore how Dustin’s early love for fixing things led him to HVAC and owning businesses. He shares how weekly leadership training and a strong team culture helped keep 90% of employees. Dustin also talks about private equity, offering tips on how to make smart choices and keep your business values. His simple advice helps others grow without losing what matters most. This talk covers key points like weekly leadership training, keeping a strong work culture, and holding on to great team members, and big parts of growing a solid business. Dustin shares why choosing the right private equity deal matters and how staying true to your values helps build lasting success with your team. In this episode, here's what you can expect to learn: How a Childhood Hobby Sparked a Career: Dustin’s love for fixing things led him into HVAC and business. Keeping Great Employees: Learn how weekly leadership training helps keep 90% of staff. Smart Private Equity Choices: Dustin shares how to choose the right deal without losing your values. From Tech to Business Leader: Hear Dustin’s story of learning by doing and growing along the way. Building a Winning Team: See how trust and culture lead to a strong and lasting team. Timestamps ⏰ 00:00 - Recap of the Episode 04:04 - Meet Dustin Van Orman and His HVAC Roots 06:26 - From Fixing Bikes to Building a Business 07:52 - How Childhood Hobbies Shape Great HVAC Technicians 11:07 - The Moment That Changed Dustin’s Career Path 14:19 - The “Just the Service Guy” Story, Journey, and What Changed 16:57 - Turning a Near-Death Ice Accident into Life-Changing Lessons and Direction 23:47 - Why Any Hour Has 90% Employee Retention 26:31 - Leadership Training and Weekly Team Growth 33:21 - How Strong Culture Drives Team Loyalty 35:56 - Dustin’s Thoughts on AI and Business Tools 42:01 - Advice on Choosing the Right Tools and Learning from Successful Operators 44:01 - Recruiting Tips from Gas Stations to Sidewalks 47:47 - Real Talk About Private Equity in the Trades 50:08 - Advice for Business Owners Facing Big Decisions 54:06 - What Makes a Good PE Partner and Smart Growth 57:43 - Defining Alignment in Business Partnerships and the Importance of Education If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How ChatGPT and Other AIs Are Changing SEO Forever with Mike Venidis
04/23/2025
How ChatGPT and Other AIs Are Changing SEO Forever with Mike Venidis
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, recorded live at the Real Masters 2025 event in Las Vegas, hosts Tersh Blissett and Josh Crouch sit down with Mike Venidis, Chief Experience Officer of RYNO Strategic Solutions, LLC. They discuss Mike’s inspiring journey from surviving a traumatic event to becoming a digital marketing leader in the home services industry. The conversation explores the rapid rise of AI in search, the importance of trust and reputation in the digital world, and how businesses can stay visible and relevant. Mike also shares actionable tips on using creativity, strategy, and tech adaptation to build a lasting brand presence. This discussion highlights key elements such as adapting to AI-driven search trends, building digital trust, and managing online reputation, crucial strategies for staying competitive and ensuring long-term business visibility. In this episode, here's what you can expect to learn: Turning Hardship Into Purpose: Hear how Mike Venidis used life challenges to fuel his passion and leadership. Getting Ahead with AI: Learn how AI tools are changing search and why adapting early gives you the edge. Trust Is Everything: Discover why being honest and real online helps you win with customers. Be Seen Everywhere: Understand why showing up on multiple platforms boosts your brand’s impact. Smart Marketing Moves: Get tips on using AI, reputation tools, and the right platforms to grow your business. Timestamps ⏰ 00:00 - Episode Recap 03:25 - Meet Mike Venidis and His Journey from Trauma to Tech 05:45 - Life After Being Shot: Resilience and Purpose 09:33 - The Rise of AI in Search and Why It Matters 11:51 - Understanding AI Sources and Trust in Digital Platforms 15:49 - Comparing AI Tools: ChatGPT, Claude, and Perplexity 20:36 - Apple, Google, Bing, and the Battle for AI and Map Data 25:09 - Deepfakes, Tech Fears, and Data Sourcing Concerns 28:36 - Device and Map Differences Across Platforms, Apple, OpenAI, and the Market Gap 30:03 - Apple Maps, Yelp, and Ignored Opportunities 34:09 - Understanding Tech Alliances and Defaults 36:51 - Fear Mongering or Real Threat? Staying Ahead 39:07 - TikTok as a Search Tool and Content Discovery, and the power of repetition and Rule of Seven 42:21 - TikTok Trends and Brand Awareness via Creativity 44:26 - Closing Thoughts and Mike’s Final Message If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes
04/16/2025
How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes
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, 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: Tech-Driven Growth: How service businesses use AI and automation to adapt and thrive. Leadership in Transition: Managing change and communication in the era of technology. Strategy Meets Emotion: Balancing automation with emotional intelligence for success. Insights into Action: Leveraging digital expertise for strategic business planning. Building Resilience: Sustaining business through core processes and customer engagement. Timestamps ⏰ 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 don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Company Details: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Private Equity, AI and Branding Are Transforming HVAC Businesses in 2025 with Samantha Brazie
04/09/2025
How Private Equity, AI and Branding Are Transforming HVAC Businesses in 2025 with Samantha Brazie
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, recorded live at the BDR Spark 2025 event, hosts Tersh Blissett and Joshua Crouch speak with Samantha Brazie, General Manager at Progressive Heating, Air and Plumbing. They explore the complexities of navigating the HVAC industry amidst the challenges of private equity acquisitions and maintaining a family-owned business ethos. Samantha shares valuable insights on preserving company culture, the importance of community engagement, and her personal journey from telemarketer to general manager, offering practical advice on leadership and adapting to market changes. This discussion highlights key elements such as maintaining company values amidst industry shifts and ensuring sustained community involvement and employee satisfaction, essential for long-term business success. In this episode, here's what you can expect to learn: How Family Businesses Stay Strong: Learn how smart decisions help family-owned businesses grow and stay stable, even with big industry changes. Leading in Tough Times: See how Samantha Brazie handles important roles and keeps communication open during major shifts. Mixing Strategy with Emotion: Understand why balancing smart planning with emotional intelligence is key to business success. Using Experience to Grow: Find out how deep industry knowledge and careful planning lead to better business strategies. Building a Strong Business: Learn how company culture and community support can help businesses last and succeed. Timestamps ⏰ 00:00 - Episode Recap 03:32 - Samantha Brazie's Background in HVAC and Transition from the Restaurant Industry 06:12 - Challenges and Values in Non-Owner Roles within a Company 09:08 - Impact of Private Equity on Company Culture and Retaining Family-Owned Business Values in a Competitive Market 09:46 - Acquiring Talent and Managing Consistency Amidst Workplace Changes Post-Private Equity 12:04 - Optimizing Hiring Processes and Company Culture with AI, Values Alignment, and Theft Prevention 13:49 - Enhancing HVAC Efficiency and Community Engagement Through Technology and Branding Strategies 19:26 - Balancing Business Needs with Community Support to Maximize Marketing Impact 20:48 - Brand Awareness and its Influence on Business Operations 24:10 - Networking and Learning at Industry Events 31:40 - The Importance of Coaching for Professional Accountability and Growth If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Home Service Expansion Tips for Building a Multi-Location Company with Austin Helms
04/02/2025
Home Service Expansion Tips for Building a Multi-Location Company with Austin Helms
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, hosts Tersh Blissett and Joshua Crouch talk with Austin Helms, the Founding Partner of Halftime Rentals - Portable Toilets and the Founder of NuBlue Electric, Plumbing, and Air. They discuss the challenges of growing a service business and how to build a strong team. Austin shares simple ways to use technology to make work easier, save time, and grow faster. He also talks about why businesses need to accept change and stay ready for the future to stay ahead in the industry. The conversation touches on how to handle fast business growth, the importance of creating a good team and using technology to streamline operations and ensure long-term business success. Austin highlights the role of Service Nation, an organization that supports service professionals by providing valuable education and networking opportunities. He also shares insights about the Boston Education Summit, where business owners can connect and learn from industry experts. This episode offers practical advice for navigating the complexities of scaling a business, embracing innovation, and building a strong, adaptable team. We're excited to partner with Service Nation for this episode. Don’t miss the upcoming Service Nation event in Boston, an excellent opportunity to connect and learn! For details and to register, visit Event Registration: In this episode, here's what you can expect to learn: Planning for Growth: Learn how good planning helps a business grow fast and run smoothly while handling problems. Building a Strong Team: Find out why Austin Helms believes having a trusted team is key to business success. Making Smart Choices: See how learning from past experiences helps in making better business decisions. Adapting and Growing: Discover how new ideas and smart strategies help a business grow in a strong and steady way. Using Technology for Success: Learn how technology makes work easier and keeps customers happy in the service industry. Timestamps ⏰ 00:00 - Episode Recap 03:30 - Episode Intro with Austin's Entrepreneurial Journey and Beginnings 06:33 - Building a strong team and leveraging technology to scale business operations. 10:04 - Challenges of rapid expansion and tech's role in scaling. 15:52 - Getting Connected with Service Nation and Discussing Multiple Locations 20:50 - Discussing the Boston Education Summit and Networking Value 24:14 - Discussing Austin's Keynote at the Boston Education Summit and Scaling the Business. 29:29 - Discussing Profit Share Interests, Expansion, and Lessons Learned 39:02 - Discussing Growth Trade-offs and Entrepreneurial Struggles If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Follow the Guests: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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AI-Powered Scheduling Helping Contractors Get More Leads & Maximize ROI with Nikolai Matveev & Daniel Fuentes
03/26/2025
AI-Powered Scheduling Helping Contractors Get More Leads & Maximize ROI with Nikolai Matveev & Daniel Fuentes
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 Service Business Mastery podcast, hosts Tersh Blissett and Joshua Crouch engage with Daniel Fuentes and Nikolai Matveev, founders of Cardinal Plumbing, Heating and Air. They look into the challenges of implementing online scheduling systems in a service business, covering everything from technological integration to operational efficiency. Daniel and Nikolai provide valuable insights on navigating the digital transformation, effective adaptation strategies, and preparing for future advancements in service industry technologies. This discussion emphasizes crucial aspects such as optimizing online booking systems and ensuring long-term operational efficiency for both the service providers and the company. Timestamps ⏰ 00:00 - Episode Recap 03:42 - Episode Intro with Discussing Online Bookings and Market Attributions. 06:17 - Daniel shares his business journey, role, & how he integrates tech after meeting Nikolai. 12:12 - Talking About Strategic Technology Implementation 14:35 - Managing and optimizing online scheduling and operational insights. 12:22 - Adjusting Online Scheduling Fees and Autobot Customizations 22:48 - The Full Process Behind the Marketing Attributions 26:32 - Understanding Marketing Attribution and ROI 36:00 - Discussing AI Integration with Online Booking Systems 43:08 - Understanding Customer Drop-off Points in Online Scheduling 46:36 - Discussing the Future of Cookies and Online Privacy 52:00 - How data-driven customer avatars shape smarter marketing strategies. In this episode, here's what you can expect to learn: Technological Integration Planning: Learn how strategic planning enhances the implementation of online scheduling systems and operational efficiency. Managing Key Roles: Discover how Daniel and Nikolai manage essential team members during technological updates. Strategic Decision-Making: Explore how insights and strategic thinking facilitate informed management decisions. Expertise and Innovation: See how combining technical knowledge with innovative planning leads to superior operational results. Technological Enhancement in Services: Gain strategies for effectively integrating technology to improve service business efficiency and stakeholder satisfaction. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Unlock Your Special Autobot Discount Now! 🌟 Save $1,500 on Autobot setup exclusively through our podcast. No long-term commitments required. Pay only for the results you see. Transform your booking system with state-of-the-art automation today! Use code "𝗦𝗕𝗠" for $1500 off setup fees Follow the Guests: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How to Sell Your HVAC Business for Maximum Profit with Joe Strittmatter & Brian Cohen
03/19/2025
How to Sell Your HVAC Business for Maximum Profit with Joe Strittmatter & Brian Cohen
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, recorded live at the Service World Expo 2024 in Orlando, Florida, hosts Tersh Blissett and Joshua Crouch engage with Joe Strittmatter, Former Owner, Strittmatter A/C, Heating & Plumbing, Former Regional President at Granite Comfort LP, and Brian Cohen, a business strategist specializing in HVAC transactions at SF&P Advisors. They delve into the challenges of selling a service business, covering everything from the emotional aspects to strategic planning. Joe and Brian provide valuable insights on navigating business negotiations, effective succession planning, and preparing for life after the sale. This discussion emphasizes crucial aspects such as business valuations and ensuring long-term success for both the seller and the company. Timestamps ⏰ 00:00:00 - Episode Recap 00:03:57 - Episode Intro and Joe Strittmatter Talks About His Business Journey 00:06:19 - Meeting Brian and learning from a failed business deal. 00:08:05 - Brian Introduces His Role and Experience 00:11:30 - Talking About Planning for a Business Owner's Future 00:14:14 - Managing and protecting assets after selling a business and legal insights from Service Nation. 00:23:32 - Market Trends with Hot Topics and Economic Predictions 00:26:12 - Discussing Call Volume and Business Efficiency 00:33:22 - The Role of AI in Business Efficiency 00:41:40 - Discussing Dispatch Software and Technician Revenue 00:44:41 - EBITDA's Impact on Business Operations and Marketing Decisions 00:57:23 - The Importance of Understanding Break-Even Points in Business 01:01:38 - Closing remarks on Investment Trends and the Impact on Business Multiples In this episode, here's what you can expect to learn: Planning for Business Sale Success: Learn how careful planning improves the success of selling businesses and makes operations better. Handling Important Roles: Find out how Joe Strittmatter and Brian Cohen manage important team members and keep everyone informed during business changes. Using Emotions and Smarts in Talks: Discover how using feelings and smart planning helps in business talks. Mixing Knowledge with Plans for Better Results: See how using deep knowledge and careful planning leads to better business outcomes. Growing Service Companies Well: Learn strategies for growing service businesses well, increasing their value, and making stakeholders happier with insights from Joe Strittmatter and Brian Cohen. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Private Equity Destroys Businesses After Acquisition with Matt Michel and Brandon Jacob
03/12/2025
How Private Equity Destroys Businesses After Acquisition with Matt Michel and Brandon Jacob
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, recorded live at the Business Uncensored event in Chattanooga, Tennessee, hosts Tersh Blissett and Joshua Crouch talk with Matt Michel, a speaker, writer, and rancher at Ranchlands of Texas LLC, and Brandon Jacob, the Principal of Contractors Financial Opportunity LLC. They explore the challenges of selling a service business, from emotional struggles to strategic decisions. Matt and Brandon share valuable insights on business negotiations, succession planning, and preparing for life after the sale. This discussion highlights key factors like business valuations and long-term success for both the seller and the company. Timestamps ⏰ 00:00 - Meet Matt Michel & Brandon Jacob: Insights into Their Expertise 04:05 - The Brief Overview and Journey of Selling a Business 09:38 - Talking About the Day We Sold the Business 13:10 - Discussing Backgrounds with Industry Evolution Investment Trends 16:50 - How Private Equity Changes Company Culture 23:37 - Discussing Pay Structures and Employee Reactions 29:42 - Talking About How to Deal with Brokers and Lawyers 43:05 - Family Business and Future Generations: A Strategic Perspective 50:24 - Closing the Conversation: A Peek into Brandon's Published Works In this episode, here's what you can expect to learn: Discover how strategic planning enhances business sale success and operational efficiency. Learn about managing stakeholder communications and key employee roles with Matt Michel and Brandon Jacob to optimize transition processes. Explore the integration of emotional intelligence and strategic insights in business negotiations. Understand how combining expert knowledge with strategic foresight leads to superior outcomes in business sales. Uncover strategies for service companies to scale effectively, maximize sale value, and improve stakeholder satisfaction with insights from Matt Michel and Brandon Jacob. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: Learn more and Reach out to Brandon Jacob: +1 713 443 8311 Order the Books of Matt Michel and Brandon Jacob on Amazon Now: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How College Debt is Trapping Students While Trade Jobs Create Millionaires with Kate Cinnamo
03/05/2025
How College Debt is Trapping Students While Trade Jobs Create Millionaires with Kate Cinnamo
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 engaging episode, recorded at the Nexstar Event in Orlando, Florida, hosts Tersh Blissett and Joshua Crouch sit down with Kate Cinnamo, the Executive Director of Explore The Trades. Kate shares her expertise on the critical role of education and partnerships in the trades industry. They discuss the importance of addressing the technical talent gap, the utilization of educational resources to support industry growth, and personal stories that underscore the impact of strategic educational initiatives on professional and industry development. Kate also emphasizes the role of Explore The Trades, an organization that facilitates connections between the education sector and the trades industry, promoting collaboration, learning, and ongoing development in a dynamic environment. In this episode, here's what you can expect to learn: The importance of educational partnerships in closing the technical talent gap. Ways contractors can support and engage with educational programs in their communities. Practical approaches for using educational resources to address labor shortages in the trades. How fostering understanding of trades in early education can influence career choices and industry health. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Timestamps ⏰ 03:43 Introduction of Kate Cinnamo as the Executive Director of Explore the Trades. 05:43 Understanding the Role of Contractors in Education Partnerships. 07:02 Conversations on Career Choices for Kids and Self-Growth 17:54 Pandemic Lessons: The Growing Appeal of Hands-On Training 20:02 Personal stories on the impact of education in the trades industry. 24:06 How Contractors Contribute to Education and Community Growth 31:53 Connecting with Explore the Trades to Help Contractors Support Trade Education and Local Initiatives. Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Email Became the Secret Weapon for 8-Figure Trades Businesses with Zac Garside
02/26/2025
How Email Became the Secret Weapon for 8-Figure Trades Businesses with Zac Garside
Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, recorded live at Business Uncensored Event in Chattanooga, Tennessee. Hosts Tersh Blissett and Joshua Crouch are joined by Zac Garside, Founder of "Done-For-You Email Marketing." They explore the evolving landscape of email marketing within the Service Industry, addressing current trends, challenges, and the critical role of adapting email strategies to Market Changes. 📈🛠 Zac Garside shares expert insights on Improving operational efficiency through tailored email campaigns and the advantages of using AI to enhance customer engagement. This conversation offers valuable tips for service businesses looking to excel in a competitive market by optimizing their email marketing tactics. Timestamps ⏰ 00:00 - Meet Zac Garside: A Glimpse into His Expertise 02:48 - How Education Shapes Email Marketing Trends 09:08 - Debunking Myths in Email Marketing with Zac Garside 13:24 - How AI Enhances Email Marketing Techniques 15:48 - Tackling Email Challenges: Sender Reputation and Shared Ips 20:59 - Top Reasons Why Email Campaigns Fail 31:04 - How Storytelling Transforms Audience Engagement in Email Marketing 36:48 - Zac Demonstrates Live: Crafting Engaging Content 41:18 - Mastering Storytelling in Email Marketing 47:40 - From Emails to Social Media: Creative Content Strategies 49:54 - Navigating Google Ads and Spam Bots: A Digital Dilemma Learn how to automate tasks, save time, and increase your profit. No coding required! Enroll Today - In this episode, here's what you can expect to learn: Discover how tools like Avoca enhance booking rates and operational efficiency. Learn about automating call handling and customer interactions with Zac Garside to save time and resources. Explore the integration of new technologies with a personal touch in customer service. Understand how merging technology with expert knowledge leads to superior outcomes. Uncover strategies for service companies to scale effectively, reduce costs, and improve customer satisfaction with insights from Zac Garside. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How Time Management & Delegation Transform Contracting Businesses in 2025 | Danielle & Suzanne
02/19/2025
How Time Management & Delegation Transform Contracting Businesses in 2025 | Danielle & Suzanne
Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode, Recorded live at Business Uncensored 2024, hosts Tersh Blissett and Joshua Crouch sit down with Danielle Putnam and Suzanne Wedeven from The New Flat Rate team. They discuss industry trends, challenges, and the importance of pricing strategy adjustments to cope with market shifts. 📈🛠 Danielle and Suzanne share insights on enhancing operational efficiency through strategic price book updates and the benefits of coaching in navigating these changes. This conversation is filled with practical tips for service businesses aiming to thrive in dynamic conditions. Timestamps ⏰ 03:38 - Introduction to the Episode Along with Guests Danielle Putnam and Suzanne Wedeven. 04:22 - Industry Trends: Sales Decline, Call Volume Impact & Pricing Inflation. 05:51 - Box Replacements vs. Repairs: Pricing Challenges & Automation Solutions 09:25 - Optimizing Business Processes & Time Management Before Automation 13:09 - Boosting Efficiency: Delegation, Virtual Assistants & Performance-Based Pay Considerations. 18:03 - Maximizing Industry Events: The Power of Networking & Effective Strategies 23:14 - Breaking Into Industry Circles: Networking, Planning & Engagement at Events 26:43 - Adapting to Industry Changes: Tech Trends, Experience & Consumer Education 30:53 - Closing Remarks and Appreciation for Event Participation. In this Episode, here's what you can expect to learn: Exploring how tools like Avoca boost booking rates and operational efficiency. Automating call handling and customer interactions to save time and resources. Integrating new technologies while retaining a personal touch in customer service. Merging technology with expert knowledge for superior outcomes. Strategies for service companies to scale effectively and reduce costs while improving customer satisfaction. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Leadership Hacks for Service Professionals to Drive Growth Through Accountability with Leah Paige
02/12/2025
Leadership Hacks for Service Professionals to Drive Growth Through Accountability with Leah Paige
Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this insightful episode, recorded at the Nexstar Event in Orlando, Florida, hosts Tersh Blissett and Joshua Crouch engage with Leah Paige, a customer experience coach with Nexstar. Leah shares her expertise on leadership and coaching within the service industry. They explore the significant impact of embracing failures and learning from them, the integration of AI and automation into service business practices, and the personal anecdotes that highlight the transformative power of personal development on professional success. Leah also highlights the role of NexTeams by Nexstar, a platform that connects coaches and members, fostering collaboration, learning, and continuous growth in a dynamic environment. In this episode, here's what you can expect to learn: The crucial role of personalized coaching and embracing failures in leadership development. Strategies for integrating AI and automation to enhance customer and employee experiences How personal growth directly influences professional performance and service delivery. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Timestamps ⏰ 03:28 Introduction of Leah Paige as the Customer Experience Manager & Real Estate Advisor. 04:29 The challenges and strategies in coaching for service business 06:04 The importance of personality types in coaching 14:55 Practical coaching strategies for service managers 17:57 How attire influences professional performance 20:06 Guest anecdotes on personal and professional growth 28:36 Importance of CSR Coach and Leadership on Service Business 35:43 The role of authenticity and vulnerability in leadership 41:24 Closing thoughts and the importance of continuous learning. Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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AI Tools for Service Business Owners to Maximize Profits and Efficiency with Mark Paup
02/05/2025
AI Tools for Service Business Owners to Maximize Profits and Efficiency with Mark Paup
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. ⚙️💡 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 overcoming resistance to new technology, this conversation is packed with actionable strategies to help your business grow and stay ahead of the competition. 🚀📈 In this episode, here's what you can expect to learn: How AI-driven tools like Buck are making dispatching smarter and more efficient. Ways to automate operations without losing the human touch in customer service. Strategies to introduce new technology in your business without overwhelming your team. How combining AI with human expertise can boost productivity and customer satisfaction. Practical tips for scaling your service business while keeping costs under control. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Email: [email protected] Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How AI Automation is Transforming Customer Service for HVAC and Plumbing Companies with Tyson Chen
01/29/2025
How AI Automation is Transforming Customer Service for HVAC and Plumbing Companies with Tyson Chen
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. 📞💡 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 your business. 🚀📈 In this episode, here's what you can expect to learn: - How modern tools like Avoca are helping businesses increase booking rates and improve efficiency. - The benefits of automating call handling and customer interactions to save time and resources. - Strategies for introducing new technologies into your business while maintaining a personal touch. - Insights into combining technology and human expertise to deliver better results. - How service companies are scaling and cutting costs while enhancing customer satisfaction. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Email: [email protected] Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Redefining Customer Service with AI Tools for Call Centers & Operators | Boris Valkov & Dave Schmidt
01/22/2025
Redefining Customer Service with AI Tools for Call Centers & Operators | Boris Valkov & Dave Schmidt
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. 🤖📞 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, this conversation is a goldmine of strategies for service business leaders aiming to scale and innovate. 💡📈 In this episode, here's what you can expect to learn: How AI-driven tools like Lace are uncovering lost revenue opportunities in call centers. The role of actionable data in improving booking rates and making smarter decisions. Strategies to create a technology-friendly culture that drives business success. Insights into hybrid operations with AI agents for better customer experiences. A deep dive into how Frederick Air boosted booking rates from 75% to 98%. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Membership Strategies for HVAC Professionals to Boost Customer Retention with Billy Stevens
01/15/2025
Membership Strategies for HVAC Professionals to Boost Customer Retention with Billy Stevens
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. 🚀💡 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 help service professionals thrive in today’s competitive landscape. 🔧📈 In this episode, here's what you can expect to learn: How to transition from selling products to building long-term customer relationships. The key differences between traditional maintenance plans and membership models—and why the latter is a game changer. Practical strategies to boost booking efficiency and improve first-call resolution rates. How hyperlocal branding and community events can transform your customer acquisition strategy. A sneak peek into how AI-driven tools, like Sera, are shaping the future of the service industry. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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How to Convert More Leads into Paying Customers with Kevin LeSage and Jonathan Torrey
01/08/2025
How to Convert More Leads into Paying Customers with Kevin LeSage and Jonathan Torrey
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. 📊💡 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 estimates to leveraging technician performance data, this episode is packed with actionable strategies to help service businesses thrive in today’s competitive market. 🚀🔧 In this episode, here's what you can expect to learn: How to use data analytics to connect marketing investments directly to revenue. The limitations of traditional metrics like cost-per-lead and the importance of customer acquisition costs. Strategies to capitalize on unsold estimates and convert them into revenue. The role of data in bridging marketing and operational inefficiencies. Insights into future trends, including technician performance metrics and advanced CRM integrations. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: Explore Jonathan Torrey's blog for data-driven insights: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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The Secret to Calculating True Billable Hours for Contractors with Ruth King
01/01/2025
The Secret to Calculating True Billable Hours for Contractors with Ruth King
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 more profitable, this episode is for you. Ruth provides clear, actionable advice that you can implement immediately to start seeing results. She also provides a two-day, on-site training program “Building Profit and Wealth School”. Register Now: In this episode, here's what you can expect to learn: Why billable hours are the cornerstone of revenue generation for contractors. How to avoid the most common financial mistakes that could cost your business thousands. The role of inventory management in boosting business valuation and ensuring accurate financial reporting. Practical tips for calculating overhead costs and net profit per billable hour. How to design a maintenance program that is profitable and sustainable. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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Why I Coach My Competition and Invite Them Into My Business with Tommy Mello
12/26/2024
Why I Coach My Competition and Invite Them Into My Business with Tommy Mello
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. 🚀 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 service business owners looking to scale and succeed. In this episode, here's what you can expect to learn: How Tommy scaled A1 Garage Door Service into a multimillion-dollar business. Why giving back and building partnerships drive industry success. The role of personal health in effective leadership. Key tech tools that streamline operations in service businesses. How to adopt a growth-focused mindset to stay competitive. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: LinkedIn: Website: This episode is kindly sponsored by: 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! Connect with us! Join the for more updates! Visit our website: Affiliate links:
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