Toolbox for the Trades

Episode 36: Combine Analytics & Psychology to Hire Great CSRs w/ Kathy Nielsen


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Within her first 2 weeks of working in the trades, Kathy Nielsen had started helping Schaal Heating & Cooling scale up to a $6M valuation.

Her own business, Operations Excellence, was founded on the same principles: Stay organized and hire great people.

In this episode of Toolbox for the Trades, Kathy joins us to talk about…

  • How she combines analytics with psychology to hire the best people for the job

  • What kinds of behaviors to look for in customer service reps (CSRs)

  • Tips on creating effective systems & procedures within the trades

  • Common mistakes she sees other industry leaders making

Resources mentioned:

  • Innermetrix

  • Armchair Expert

  • chickenladyspeaks.com

If you want to hear more stories from the trades, subscribe to Toolbox for the Trades on Apple Podcasts, Spotify, or here. 

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!


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