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!

How Inverter HVAC Systems Help Contractors Kill Price Objections & Replace Tech with Terry & Phillip 11/12/2025

How Inverter HVAC Systems Help Contractors Kill Price Objections & Replace Tech with Terry & Phillip 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 and Josh Crouch are joined by Terry Frisenda, Executive Sales Manager at LG Electronics and Phillip Kriegbaum, Senior Business Development Manager at LG HVAC Solutions USA, to talk about how modern technology and systems are transforming the HVAC industry. They share insights on how using inverter systems and efficient tools can improve service and help contractors stay competitive. Phillip and Terry explain the importance of adapting to industry trends, optimizing operations, and using the right tools to grow your business and stay ahead in a changing market. Learn practical tips to enhance your service and business performance. In this episode, here's what you can expect to learn: How modern technology and systems can help HVAC contractors improve service. Why using inverter systems and the right tools can make operations more efficient. The importance of staying informed about industry trends and adopting new tech. How efficient systems and clear processes help contractors stay competitive. Simple ways to improve service and grow your HVAC business with the right tools. 🎧 Get expert HVAC insights on LG HVAC Solutions USA youtube channel. Visit: Timestamps⏰ [00:00] - Recap [02:45] - Episode Introduction & Meeting Phillip Kriegbaum and Terry Frisenda [03:31] - Terry's Role in HVAC Design & Support [06:42] - Offering High Efficiency Inverter Systems at Competitive Prices [08:43] - Contractor Focus: Efficiency and Adapting to Changing Markets [11:56] - Overcoming AI Skepticism in the HVAC Industry [15:15] - Educating Technicians: Simplifying Complex HVAC Systems [18:39] - Advancements in Refrigerant and Heat Pump Technology [22:21] - Ductwork and HVAC Systems: Managing Temperature & Moisture [27:12] - Spray Foam Insulation: Benefits and Risks for HVAC Systems [29:00] - Dealing with Indoor Air Quality & Fresh Air Systems [34:58] - The Role of AI in Equipment Diagnostics and Serviceability [43:31] - Contractors Adapting to New Tech: Overcoming the Resistance If you found this conversation with Phillip Kriegbaum and Terry Frisenda helpful, 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: /episode/index/show/servicebusiness/id/38935690

AI Handwritten Letters for Contractors to Increase Engagement using Automation with Arian Radmand 11/05/2025

AI Handwritten Letters for Contractors to Increase Engagement using Automation with Arian Radmand 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 and Josh Crouch talk with Arian Radmand, CEO & President of IgnitePOST, about using AI-powered handwritten mail to connect with customers. Arian shares how real pen-written notes can boost replies, help with follow-ups, and even bring back lost leads. He explains how to blend tech and personal touch, and how contractors can use smart mail to get more jobs and keep clients coming back. Learn how to stand out and grow your business with this powerful tool. In this episode, here's what you can expect to learn: Why handwritten mail gets more replies than emails or printed ads. How to blend AI and real notes to build stronger customer trust. Ways to add cards into follow-ups, thank-yous, and job reminders. How to trigger mail with your CRM to save time and boost results. Tips to win back lost leads and keep your brand top of mind. 📢 Want to experience handwritten mail powered by robots? Grab your free sample note at: Learn more or schedule a demo at: Timestamps⏰ [00:00] - Recap [03:39] - Episode introduction & meeting Arian Radmand [04:55] - Why Handwritten Notes Still Work in a Digital World [07:28] - Robots with Pens: How IgnitePOST Actually Works [09:03] - Using Handwritten Cards with Your CRM Tools [16:55] - 4 Smart Playbooks for Contractors Using Handwritten Mail [26:19] - Post-Job Cards: Support Numbers, Referrals & QR Codes [28:53] - 6-Month Check-Ins & Churn Prevention with Mail [31:15] - Win Back Lost Leads with Offers & Personal Touch [37:11] - Tracking Results: Pixels, Attribution & Site Visitors [41:24] - How to connect with IgnitePOST? If you found this conversation with Arian Radmand helpful, please leave us a review (5 stars helps more people find the show 😉). 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: /episode/index/show/servicebusiness/id/38842240

How Home Service Founders Build $50M Companies Without PE Using Smart Hiring with Sammy Ayoub 10/29/2025

How Home Service Founders Build $50M Companies Without PE Using Smart Hiring with Sammy Ayoub 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 and Josh Crouch talk with Sammy Ayoub, President of Apex Plumbing, Heating and Air Pros, Allied Communications Corp, and Business Owner at AMPD Accessory Group. Sammy shares how his journey from the wireless business led him to create Apex, growing quickly into plumbing, HVAC, and electrical services. He explains how strong branding, marketing, and a great team helped them succeed. Learn how Sammy built a business that’s focused on growth, culture, and staying ahead in the trades. In this episode, here's what you can expect to learn: How Sammy grew Apex from plumbing to HVAC and electrical services. Why building a strong team and culture is key to fast growth. How smart marketing and branding helped Apex expand quickly. The importance of being proactive and learning from others. Why Apex’s approach to business can inspire anyone in the trades. Timestamps⏰ [00:00] - Recap [02:37] - Episode introduction & meeting Sammy Ayoub [03:51] - Sammy’s journey from wireless business to plumbing [04:51] - The Start of Apex Plumbing & Expanding Services [13:21] - Hiring the right people & recruiting tips for growth [14:18] - The role of proactive leadership in managing growth [17:36] - The critical role of continuous learning in business growth [24:26] - The importance of learning from mentors and peers [29:07] - Sammy’s approach to managing company culture [31:34] - Creating a Place People Love: Perks, Events & Everyday Energy [39:11] - Full-Team Meetings & Accountability Without Fear [42:26] - Handling Hidden Negativity: When Team Players Turn Toxic [44:07] - How to Fire Culture Killers While Keeping the Door Open [48:42] - Branding from Day One: Why Wrapped Trucks Drive Growth [50:56] - How Sammy handled the struggles of early business growth [01:00:10] - The challenges and rewards of rapid business expansion [01:03:25] - Balancing family life and running a fast-growing business If you found this conversation with Sammy Ayoub helpful, please leave us a review (5 stars would mean a lot to us 😉). 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: /episode/index/show/servicebusiness/id/38826585

The Smart Tech Plan for Contractors to Budget 3% to 6% and Stop Overspending with Jenny Benbrook 10/22/2025

The Smart Tech Plan for Contractors to Budget 3% to 6% and Stop Overspending with Jenny Benbrook 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 and Josh Crouch sit down with Jenny Benbrook, Founder & CEO of Powerhouse Consulting Group [ServiceTitan Titanium Partner + FieldEdge Partner] and Residential HVAC Marketing Strategist at Benbrook Services, Inc, to discuss how technology, planning, and training can boost contractor success. Jenny shares how she helps HVAC, plumbing, and electrical companies optimize their tech stacks, implement clear processes, and improve team performance. She explains the importance of using the right tools, reducing redundancy, and investing in training to build a stronger, more efficient team. Learn practical tips to streamline your operations and grow your business. In this episode, here's what you can expect to learn: How technology and clear processes help contractors run smoother operations. Why optimizing your tech stack and reducing unnecessary tools is key to efficiency. The importance of training and clear roles to help teams perform better. How strong systems and planning lead to business growth and fewer mistakes. Simple ways to improve your team's use of software and create a more efficient workplace. Timestamps⏰ [00:00] - Recap [03:03] - Episode introduction & meeting Jenny Benbrook [05:54] - Jenny’s Background in the Skilled Trades & Technology [08:18] - Shifting From In-House Marketing to Outsourcing [11:02] - Challenges with Service Titan and Tech Stack Implementation [13:04] - Dealing with Membership Data: Expired Cards & Active Clients [14:52] - Building a Multi-Tiered Tech Strategy for Contractors [31:15] - Tech Change Management: Overcoming Resistance to New Tools [34:21] - Explaining AI Integration to Technicians & Overcoming Fears [35:50] - Why Contractors Need to Look Beyond the Shiny New Tools [44:23] - Tech Budgeting: Allocating Resources for Growth Goals [49:15] - M&A and Evaluating Tech Stacks in the Diligence Phase If you found this conversation with Jenny Benbrook helpful, 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: /episode/index/show/servicebusiness/id/38603340

The Franchise Growth Playbook for Service Business Owners to Scale Smart in 2025 with Adam Terranova 10/15/2025

The Franchise Growth Playbook for Service Business Owners to Scale Smart in 2025 with Adam Terranova 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 and Josh Crouch chat with Adam Terranova, Senior Director of Marketing (Trade Brands) at Authority Brands, about franchising. Adam, with over a decade of experience in franchise marketing and brand growth, started his career at Philly Pretzel Factory as Marketing Director, where he spent seven years expanding the brand. He later led marketing at WOWorks as Senior Director of Strategic Initiatives, before joining Authority Brands. Adam explains how franchising offers strong brand power, marketing support, and a proven growth system, helping franchisees avoid mistakes and succeed faster through collaboration and shared resources. In this episode, here's what you can expect to learn: How franchising provides a proven system and brand power for growth. Why franchisees benefit from marketing support and shared resources. The value of collaboration and flexibility in local marketing efforts. How joining a franchise helps avoid costly mistakes and accelerates success. Why Authority Brands supports long-term franchisee success with the right tools. Timestamps⏰ [00:00] - Recap [02:09] - Episode Intro & Meeting Adam Terranova [03:26] - Adam’s Journey: From Philly Pretzel to Authority Brands [05:06] - Benefits of Joining a Franchise [06:34] - Collaboration Between Franchise Operators and Support [10:29] - The Challenge of Franchisees Operating Too Close Together [12:46] - How Franchisees Can Collaborate Through Best Practices [16:39] - Transitioning from a Successful Business to a Franchise Model [24:16] - AI and Automation: How It’s Changing Home Service Marketing [29:03] - The Importance of Speed in Emergency Services Marketing [35:09] - The Role of Local Pages and Geo-Targeting in Digital Marketing [39:52] - Local Marketing Strategies and Building Brand Loyalty If you found this conversation with Adam Terranova helpful, 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: /episode/index/show/servicebusiness/id/38554605

The Patent-Backed Home Guardian Tech to Expose Efficiency Myths & Reduce Costs with Keith E. Flores 10/08/2025

The Patent-Backed Home Guardian Tech to Expose Efficiency Myths & Reduce Costs with Keith E. Flores 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 and Josh Crouch talk with Keith E. Flores, Chief Executive Officer of HG Home Guardian, HVACGOD Inc. & HG Home Services. Keith shares how his background in HVAC helped him create a smart home system that monitors air, water, energy use, and more all in real time. He explains how the tech helps homeowners save money and helps contractors serve better. Learn how this all-in-one system makes homes smarter, service faster, and builds trust with clients. In this episode, here's what you can expect to learn: How Keith built smart tech from his years working in the trades. Why real-time home data helps save money and spot problems early. How one easy system can track air, water, energy, and more. The value of simple setup and strong support for contractors. Why Home Guardian is a new tool every home service pro should know. Timestamps⏰ [00:00] - Recap [02:50] - Episode introduction & meeting Keith E. Flores [03:26] - Keith’s early start in HVAC and trade roots [05:59] - First big lesson: piecemeal vs hourly pay [08:39] - The Origin of Home Guardian & Building Early Prototypes [10:30] - Developing Patent-Backed Whole Home Monitoring Tech [12:06] - Making Home Guardian Easy to Install and Always Online [15:22] - Giving Homeowners Real-Time Utility Budget Control [16:00] - Tech setup, easy installs, and app features [19:16] - Keith’s High-Profile Team Behind Home Guardian [24:47] - Inside the Home Guardian Dashboard and Air Sensors [27:53] - Affordable Monthly Fee & Passive Revenue for Contractors [30:38] - Improving Maintenance Scheduling and Upsell Opportunities [32:40] - Built in the USA with a Mission for Every Homeowner [38:55] - Future Expansions: Airbnb, Multifamily, and Beyond If you found this conversation with Keith E. Flores helpful, please leave us a review (5 stars would mean a lot to us 😉). 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: /episode/index/show/servicebusiness/id/38469950

How Service Businesses Lose Millions from Missed Calls and Recover Revenue with AI - Paul C. Cebulak 10/01/2025

How Service Businesses Lose Millions from Missed Calls and Recover Revenue with AI - Paul C. Cebulak 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 and Josh Crouch talk with Paul C. Cebulak, Head of Sales at Lace, about how call tracking and AI tools help home service businesses grow. Paul shares how analyzing 100% of calls shows missed chances, boosts booking rates, and saves money. He explains why good data matters, how to coach CSRs with clear feedback, and when to use AI to handle missed or after-hours calls. Learn how to get more from the leads you already have and grow without hiring more staff. In this episode, here's what you can expect to learn: Why tracking all your calls helps you spot lost chances to book jobs. How AI tools can boost your team’s booking rate and save money fast. The value of clear data in making smart business and hiring choices. How fewer missed calls can make your marketing way more effective. Why combining AI with people builds a team ready for the future. Timestamps⏰ [00:00] - Recap [03:38] - Episode Intro & Meeting Paul C. Cebulak [04:30] - The Problem with Missed Calls and Low Conversion Rates [07:52] - Importance of Measuring Call Center Metrics [14:35] - The Cost of Hiring Staff vs. AI Solutions [19:52] - The Future of AI in Call Centers [23:17] - Optimizing After-Hours Calls with AI [29:53] - Spotting A, B, and C Players with Accurate Data [36:13] - Coaching CSRs and Delegation with Intention, Not Abdication [39:40] - New AI CSR Capabilities: After-Hours, Cancellations & Outbound [43:25] - Consumer Acceptance of AI Voice: Taco Bell vs Humans [44:56] - Transparency, Disclosure & Meeting Generational Needs [48:17] - Flexible Systems: When Customers Want Humans vs AI TAP Into The Future | October 3-5, 2025 | Savannah, GA Join industry leaders, service business owners, and tech innovators who are driving the future of the trades. VIP Tickets → Your VIP Ticket Includes: Complete event access with action-oriented sessions The Golden Banana Championship Game at Grayson Stadium Exclusive meals, signature cocktails, and a private networking lounge Personal access to industry leaders and innovators Flash Sale Alert: Regular Price $1752 → Only $999 with Promo Code: FLASH Ticket only. Rooms at The DeSoto must be booked separately: If you found this conversation with Paul C. Cebulak helpful, please leave us a review (5 stars helps more people find the show 😉). 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: /episode/index/show/servicebusiness/id/38421730

How the HVAC Industry Is Being Disrupted by LG’s US Manufacturing & Inverter Tech - Dustin Ketchem 09/24/2025

How the HVAC Industry Is Being Disrupted by LG’s US Manufacturing & Inverter Tech - Dustin Ketchem 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! On this week’s Service Business Mastery Podcast, Tersh Blissett sits down with (Dustin Ketchem), Senior Manager of Sales Programs at . Dustin explains how LG is reshaping the HVAC market by: Building unitary systems in Alabama Going all-in on inverter-driven heat pumps that perform even in -45°F Alaska Supporting contractors with smart tools, training, and real-time tech - the same innovation LG will showcase live as Title Sponsor of TAP Into The Future, happening October 3-5 in Savannah, GA. Consider this episode your first taste of the event. Timestamps⏰ [00:00] - Recap [03:12] - Episode Intro & Meeting Dustin Ketchem [03:49] - Why LG Built a Unitary HVAC Line [05:23] - Testing LG Heat Pumps in -45°F Alaska [06:31] - What Makes LG’s Rotary Compressors Unique [07:22] - Why LG Chose R-32 Refrigerant Over Blends [08:54] - LG’s Inverter-Only Strategy Explained [09:25] - Pricing Competitively While Offering High-End Tech [10:30] - LG’s Pro Dealer Program and Contractor Tools [18:37] - Improving Tech Support and Parts Availability [22:56] - Easy Troubleshooting with LG’s Bluetooth Tool [29:51] - What to Expect at the LG Dealer Summit in Orlando [31:24] - Future of LG’s Huntsville, AL Manufacturing Facility TAP Into The Future | October 3-5, 2025 | Savannah, GA Join automation leaders, service business owners, and tech innovators shaping the future of the trades. VIP Tickets → Your VIP Ticket Includes: Full event admission with high-impact implementation sessions The Golden Banana Championship Game at Grayson Stadium Curated meals, signature cocktails, and a private networking lounge Direct access to industry leaders and innovators Flash Sale Alert: Regular Price $1752 → Only $999 with Promo Code: FLASH Ticket only. Rooms at The DeSoto must be booked separately: If you enjoyed this conversation with Dustin K. (Dustin Ketchem) from LG, please leave us a review (5 stars would be awesome 😉). 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: /episode/index/show/servicebusiness/id/38337095

The Accountability & Recruiting Blueprint for Trades Leaders to Build Teams That Stay - Kevin Hill 09/17/2025

The Accountability & Recruiting Blueprint for Trades Leaders to Build Teams That Stay - Kevin Hill Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - __________________________________________ Get Ready: TAP Into the Future | October 3-5, 2025 | Savannah, GA Don’t miss 3 dynamic days of business growth strategies, process automation, and client retention insights. 🎟️ Seats are limited - save yours today at: 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 Kevin Hill, Master Advisor / Director of Training at CEO Warrior, about leadership, hiring, and culture in the trades. Kevin shares how he helped grow an HVAC, plumbing, and electrical business in South Carolina, eventually selling it to private equity. He explains the power of servant leadership, how clear training and onboarding build strong teams, and why great culture helps you keep the right people. Learn simple tips to hire better, lead better, and build a company people want to work for. In this episode, here's what you can expect to learn: Why strong leadership is more than just a title in building a great team. How hiring, culture, and leadership all connect for business success. The power of clear onboarding and training to keep good employees. How setting clear rules and team goals leads to real accountability. Simple ways to recruit better and build a workplace people want to join. Timestamps⏰ [00:00] - Recap [03:08] - Episode introduction & meeting Kevin Hill [04:27] - Kevin’s Journey from Trades to Trainer [05:39] - Recycling Dirt: Kevin’s Unusual Business Venture [07:06] - Defining True Leadership in Service Companies [09:04] - Clarity + Alignment = Accountability [11:39] - Letting Go of Poor Fits and Warm Body Hiring [18:25] - Recruiting Strategy: First Impressions Matter [20:52] - Red Flags in Summer Hiring & Vetting Techs [26:01] - Apprenticeships, Military Programs, and Second Chances [31:34] - Building a Strong Onboarding & Training Culture [37:07] - Ride-Alongs & Senior Tech Buy-In for New Hires [39:16] - Techs Teaching Peers & Turning Callbacks into Lessons If you found this conversation with Kevin Hill helpful, please leave us a review (5 stars would mean a lot to us 😉). 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: /episode/index/show/servicebusiness/id/38207250

The Cold Calling and Payroll Tax Strategies That Built a $10M Business with Matthew & Jacob Abbott 09/10/2025

The Cold Calling and Payroll Tax Strategies That Built a $10M Business with Matthew & Jacob Abbott Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - __________________________________________ Mark Your Calendar: TAP Into the Future | October 3-5, 2025 | Savannah, GA Join us for 3 action-packed days of learning business growth tips, automating processes, and boosting client retention. 🎟️Spaces are filling up fast - register now at: Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch talk with Matthew Abbott, the Founder, and Jacob Abbott, the Co-Chief Executive Officer of Abbott Family Insurance at the AHR Expo 2025. The conversation centers on Matthew and Jacob’s journey of building their insurance business through cold calling, persistence, and hard work. They share how implementing automation helped streamline their processes, save time, and boost efficiency. The duo also discusses the impact of offering creative benefits to clients, which led to stronger retention and steady business growth. Their story is a testament to how dedication, innovation, and smart strategies can drive long-term success. In this episode, here's what you can expect to learn: How persistence and cold calling helped grow the business. Why automating processes saves time and boosts efficiency. The impact of offering creative benefits to clients. How smart strategies led to better retention and growth. Why dedication and hard work are key to long-term success. Timestamps⏰ [00:00] - Recap [02:15] - Episode Intro & Meeting Matthew and Jacob Abbott [02:46] - How Matthew and Jacob Got Started in Insurance [04:15] - The Role of Cold Calling and Persistence in Early Success [07:12] - Lessons Learned from Outbound Sales Techniques [13:40] - Overcoming Sales Objections and Handling Rejection [14:24] - The Impact of Consistency and Timing in Sales [17:54] - Innovative Insurance Solutions and Tax Savings [23:31] - The Role of Automation in Streamlining Operations [24:43] - Focus on income-producing actions (IPAs) [25:22] - How to Get in Touch with Abbott Family If you enjoyed this conversation with Matthew and Jacob Abbott, please leave us a review (5 stars would be awesome 😉). 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: /episode/index/show/servicebusiness/id/38085205

Smart HVAC Tech for Contractors to Build Recurring Revenue and Own Client Data with Dan Goodman 09/03/2025

Smart HVAC Tech for Contractors to Build Recurring Revenue and Own Client Data with Dan Goodman Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - __________________________________________ Join Us at: TAP Into the Future | October 3–5, 2025 | Savannah, GA Spend three action-packed days diving into practical automation strategies, exclusive access to the Savannah Bananas, and real-world tools to drive serious growth in 2026 🎟️ Spots are limited - reserve yours 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 talks with Dan G. (Dan Goodman), CEO and Founder of Building36 Technologies, a company dedicated to helping contractors grow through smart home technology. Dan shares how tools like smart thermostats, sensors, cameras, and branded apps help contractors stay connected with customers, remain top of mind, and build long-term loyalty. He explains how automation, remote monitoring, alerts, and simple setups make service more reliable and easier to deliver. Throughout the conversation, Dan highlights how smart tech not only improves customer retention and increases recurring revenue but also supports faster, more sustainable business growth for service contractors. In this episode, here's what you can expect to learn: How smart thermostats help build long-term customer loyalty. Why branded apps and alerts keep contractors top of mind. The value of using automation to catch system issues early. How connected devices can boost service and add revenue. Why simple tech tools help contractors grow and stay ahead. Timestamps⏰ [00:00] - Recap [01:59] - Episode Intro & Meeting Dan Goodman [03:09] - Dan’s Tech Journey from MIT to Smart Thermostats [04:15] - Starting Building36: From Retail to Trade Focus [05:11] - Smart Home Uses: Sensors, Locks, Lights, and More [06:41] - Compatibility with Thermostats & HVAC Systems [11:31] - Monthly Reports and Alerts for AC Performance [18:48] - Building Recurring Revenue from Smart Cameras [23:11] - Using Thermostat Data to Boost Early Bookings [25:18] - AI, Automation & Data Use in HVAC Maintenance [29:24] - Remote Monitoring, Sensors & AC Efficiency [40:44] - Zoning, Temp Sensors & Multi-Thermostat Setups If you enjoyed this insightful conversation with Dan Goodman, 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: /episode/index/show/servicebusiness/id/38034330

How Service Business Owners Use AI Voice Agents to Replace CSRs & Book 75% of Calls - Nathan Keller 08/27/2025

How Service Business Owners Use AI Voice Agents to Replace CSRs & Book 75% of Calls - Nathan Keller Call this demo number to experience Free2Grow : (719) 414-9355 Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - __________________________________________ Don’t Miss This: TAP Into the Future | October 3–5, 2025 | Savannah, GA Get ready for three powerful days of practical automation tactics, VIP access to the Savannah Bananas, and real strategies to fuel serious growth in 2026 - no fluff, just results and fun. 🎟️ Space is limited - lock in your spot now: 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 Nathan Keller of Free2Grow about replacing human call answering with AI voice agents. Nathan shares how AI can sound real, run 24/7, cut costs, and boost bookings, while stressing the importance of proper setup to win customer trust and drive growth. In this episode, here's what you can expect to learn: How AI voice agents can answer calls anytime and boost bookings. Why older customers can enjoy AI when it’s set up the right way. The value of training and testing to make AI work well. How AI frees your team to focus on higher-value tasks. Why using smart tech can save money and grow your business. Timestamps ⏰ [02:50] - Episode Intro & Meeting Nathan Keller [03:57] - From Human Answering to AI Voice Agents [07:52] - Challenges and Mindset in Making the Switch [10:03] - Call Quality Issues with Human Answering [12:19] - How Older Clients React to AI Calls [16:47] - Customer Stories Mistaking AI for Real People [21:07] - Key Differences Between Free2Grow and Others [28:08] - AI Staying Calm with Angry Customers [34:42] - Mindset Shift Needed for AI Adoption [36:30] - Why AI Won’t Replace All Human CSRs [51:11] - Outbound AI Calls and Legal Rules If you enjoyed this helpful and insightful talk with Nathan Keller, 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: /episode/index/show/servicebusiness/id/37929425

How Service Business Owners Use Phantom Equity to Retain Talent & Avoid Entitlement - Chris Buttenham 08/20/2025

How Service Business Owners Use Phantom Equity to Retain Talent & Avoid Entitlement - Chris Buttenham Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- Save the Date: TAP Into the Future | October 3-5, 2025 | Savannah, GA Join us for 3 powerful days of hands-on automation strategies, exclusive Savannah Bananas access, and the energy boost your service business needs heading into 2026. Walk away with real tools, real momentum, and real connections that drive results. This isn’t fluff - it’s strategy-packed and seriously fun. 🎫 Spots are limited - register now at: Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! In this episode of the Service Business Mastery podcast, hosts Tersh Blissett and Josh Crouch talk with Chris Buttenham, Co-Founder of Reins, a company that helps contractors retain employees through incentive programs. Chris shares how offering phantom equity and profit-sharing plans motivates employees and aligns their goals with the business’s success. He explains how using technology to simplify these programs makes them easy to manage and more effective. Chris talks about how offering meaningful rewards can drive business growth and employee loyalty. This conversation focuses on Chris’s journey helping contractors retain key employees with incentive programs. He shares how offering phantom equity and profit-sharing plans motivates employees and aligns their goals with the business. Chris explains how using technology to simplify these programs makes them easy to manage and more impactful. He highlights how offering meaningful rewards can strengthen loyalty, improve performance, and lead to long-term growth. In this episode, here's what you can expect to learn: How phantom equity and profit-sharing motivate employees. Why aligning employee goals with the business drives success. The value of using simple technology to manage incentives. How offering meaningful rewards can increase employee loyalty. Why creating clear, visible incentives leads to better performance and growth. Timestamps ⏰ [00:00] - Recap [02:52] - Episode Intro & Meeting Chris Buttenham [06:39] - The Importance of Employee Retention in Home Services [11:50] - Challenges of Aligning Employee Goals with Business Success [15:40] - Understanding Phantom Equity and Profit-Sharing Programs [18:21] - Simplifying Employee Incentives with Technology [24:04] - How Incentive Programs Can Boost Employee Motivation [31:28] - Managing Emotional Expectations and Visibility in Equity Compensation [33:18] - The Role of Technology in Managing Employee Incentives [37:16] - Employee Compensation Ranges and Impact [38:09] - Equity Impact at Different Business Sizes [40:00] - Fast Onboarding for Profit Sharing Programs [43:34] - KPIs and the Need for Ongoing Communication in Employee Programs If you enjoyed this insightful conversation with Chris Buttenham, 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: /episode/index/show/servicebusiness/id/37845920

The Transparent Pricing Strategy for Service Pros to Drive 500% More Leads with Marcus Sheridan 08/13/2025

The Transparent Pricing Strategy for Service Pros to Drive 500% More Leads with Marcus Sheridan Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - ---------------------------------------------------- 🎙️ This Week’s Podcast – Exclusive TAP Preview with Marcus Sheridan Mark Your Calendar: TAP Into The Future – October 3–5, 2025 | Savannah, GA Get ready for AI & Automation Unleashed — a three-day event we’re hosting, packed with no-fluff automation strategies, unforgettable VIP Savannah Bananas fun, and the momentum your service business needs heading into 2026. One of our headline speakers is Marcus Sheridan, a globally recognized communication expert, bestselling author, and keynote speaker. His They Ask, You Answer framework (now Endless Customers) has been named a “Top 5 Marketing Book of All Time” and has transformed how businesses build trust and win customers. 👉 Register now at to join Marcus Sheridan and other industry leaders at TAP Into The Future, October 3–5, 2025, in Savannah, GA. In this special episode of the Service Business Mastery Podcast, hosts Tersh Blissett and Josh Crouch sit down with Marcus to give you a taste of the strategies he’ll share on stage at TAP Into The Future. Marcus is Co-Founder of PriceGuide and The Question First Group, Partner at River Pools, and the founder of the They Ask, You Answer movement — a USA Today bestseller with over 100,000 copies sold. His work has reshaped how businesses communicate, focusing on transparency, trust, and empowering customers with information. 🎤 TAP Session Preview: At TAP, Marcus will present a life-changing framework to: Earn more trust from customers Attract higher-quality leads Stand out from the noise in a crowded market He’ll tackle two of the biggest challenges facing modern B2B and B2C businesses: How to evolve your business model for a more informed, less patient, and more digital customer How to position your brand as the voice of trust in your industry while still driving growth In this episode, you’ll hear a preview of that session, including how contractors and service business owners can use transparent content — such as openly sharing pricing, creating helpful videos, and addressing customer questions online — to build authority and drive sales. 📚 What You’ll Learn in This Episode: How sharing pricing openly can build customer trust Why being transparent helps your brand stand out How to use content to answer common questions Why pricing calculators attract more leads How honest information can lead to more business and referrals 📘 Want more of Marcus’s strategies? They Ask, You Answer Endless Customers Learn more about Marcus: 🎟️ Join Marcus live at TAP Into The Future: Timestamps ⏰ [00:00] - Episode Recap [03:44] - Introduction to Marcus Sheridan [04:33] - Why Businesses Avoid Sharing Prices [06:09] - The Case for Showing Prices Online [13:31] - The Future Is Seller-Free and Self-Service [16:18] - How to Use a Price Estimator to 5X Leads [20:57] - AI Search and the Content That Wins [26:52] - How ‘Best Of’ Lists Help You Rank for Competitors [38:23] - Embracing Video and Human Connection [41:01] - From Technician to Educator [47:44] - Creating Content That Sells: Assignment Selling [54:36] - CTA Strategy: Ditch “Free Quote” for “Instant Estimate” [59:23] - Disrupting Industry Norms to Build Trust [01:04:56] - Reflections, Event Teasers & Final Thoughts If you enjoyed this chat with Marcus Sheridan, please leave us a review (5 stars would mean a lot 😉). Links & References: LinkedIn: Website: Books: 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: /episode/index/show/servicebusiness/id/37715655

The HVAC Growth Path for Trade Pros Using Creative Videos and Bold Marketing with David Cochran 08/06/2025

The HVAC Growth Path for Trade Pros Using Creative Videos and Bold Marketing with David Cochran 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 talk with David Cochran, owner of Complete Comfort, a company known for using creative videos to grow its HVAC brand. David shares how doing things differently, like sending fun thank-you videos, making a team song, and using humor, helps customers remember and trust your business. He explains how finding the right people, staying inspired by events, and telling your story can build strong loyalty and make your business stand out in a busy market. This conversation focuses on David’s journey building his HVAC business by thinking outside the box. He shares how using funny videos, sending thank-you messages, and even creating a company song helped connect with customers in a fun way. David explains how having the right team, being inspired by events, and sharing your story can build loyalty. He highlights how being different and creative can grow your brand, attract attention, and lead to long-term success. In this episode, here's what you can expect to learn: How funny videos and creative ideas help your brand stand out. Why doing the opposite of normal grabs attention and build trust. The value of hiring the right people to grow your business. How sharing your journey creates stronger customer loyalty. Why being unique can lead to more fans, referrals, and success. Timestamps⏰ [00:00] - Recap [03:11] - Episode Intro & Meeting David Cochran [05:26] - How David Started in HVAC From Scratch [08:04] - Challenges of Starting Young & Building Trust [12:07] - From Field Work to Office Role: David’s Shift [15:10] - Growing a Team & Letting Go of Control [18:19] - Standing Out With Funny Spoof Videos [24:07] - Creative Ideas Inspired by Jesse Cole & Events [28:15] - Building a Media Team & Bringing Ideas to Life [37:30] - How Video Content Boosts Team Culture [40:27] - Implementing Ideas from the Industry If you enjoyed this fun and inspiring talk with David Cochran, 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: /episode/index/show/servicebusiness/id/37594035

How Home Service Pros Use Emotional Automation to Win Referrals and Brand Love with Caleb Baitz 07/30/2025

How Home Service Pros Use Emotional Automation to Win Referrals and Brand Love with Caleb Baitz 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 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: How small gifts like cookies create loyal customers and brand trust. Why surprise and delight make your business stand out. The power of automation in keeping customer connections strong. How follow-ups show care and build long-term relationships. 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: 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: /episode/index/show/servicebusiness/id/37480225

HVAC Hiring Strategies for Service Leaders to Replace B Players with ATS Culture – Ryan Naylor 07/23/2025

HVAC Hiring Strategies for Service Leaders to Replace B Players with ATS Culture – Ryan Naylor 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 Blisett and Josh Crouch talk with Ryan Naylor, currently serving as the CEO/Founder of AvaHR and previously leading as Chief Executive Officer at LocalWork and also the Contributing Author of Entrepreneur Media. Ryan shares his expertise on how service business owners can improve hiring, team culture, and employee retention. He explains the importance of hiring A players, offering competitive wages, and having clear communication to attract top talent. Ryan also discusses how small changes in the hiring process and team culture can drive long-term business growth and success. This conversation focuses on Ryan’s work helping service business owners improve hiring and team culture. He shares how hiring A players, offering competitive wages, and clear communication help attract top talent. Ryan explains how small changes in the hiring process and team culture can lead to better business growth. He highlights how improving the team and focusing on clear communication can drive long-term success and stronger relationships. In this episode, here's what you can expect to learn: How hiring A players leads to better results and long-term success. Why offering competitive wages helps attract top talent. The importance of clear communication in hiring the right people. Why fast response times are key to securing top candidates. How small improvements in hiring and team culture drive business growth. Timestamps ⏰ [00:00:00] - Introduction & Episode Overview [00:02:38] - Episode Introduction and Guest Welcome [00:03:54] - Ryan’s Background and Early Entrepreneurial Journey [00:06:32] - The Real Cost of C and B Players [00:08:32] - Smart Interview and Reference Check Strategies [00:10:56] - What is an ATS, and why does it matter [00:16:34] - Optimizing the Hiring Funnel [00:23:21] - Culture Marketing and Purpose-Driven Recruiting [00:28:51] - Spotting A-players During Interviews [00:34:55] - Resources, Tools, and Final Thoughts If you enjoyed this chat with Ryan Naylor, 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: /episode/index/show/servicebusiness/id/37379130

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: /episode/index/show/servicebusiness/id/37337930

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 gregg@SFPadvisors.com 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: /episode/index/show/servicebusiness/id/37285335

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: /episode/index/show/servicebusiness/id/37240255

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: /episode/index/show/servicebusiness/id/37053680

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: /episode/index/show/servicebusiness/id/37009670

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: /episode/index/show/servicebusiness/id/36948765

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: /episode/index/show/servicebusiness/id/36830375

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: /episode/index/show/servicebusiness/id/36704145

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: /episode/index/show/servicebusiness/id/36612175

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: /episode/index/show/servicebusiness/id/36530280

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: /episode/index/show/servicebusiness/id/36433660

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: /episode/index/show/servicebusiness/id/36298110

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: /episode/index/show/servicebusiness/id/36243795

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

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