Freedom Blueprint for Home Services | HVAC, Plumbing, Electrical, Leadership, Business Growth

Episode Number: 49

Date: August 26, 2024

Duration: 33:28

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Guest: Brad Scruggs

Website: ZyraTalk.com

Summary

In this exciting episode of the Freedom Blueprint Podcast, host Justin Deese chats with Brad Scruggs about the transformative power of AI in the home service industry. They explore how AI is revolutionizing business operations by automating tasks, increasing efficiency, and capturing missed calls to enhance revenue. Listen in to discover practical AI applications tailored for contractors, including automating customer interactions and service appointments. This episode offers tangible insights into leveraging AI to elevate your home service business to the next level.

Takeaways

1. AI Automation: Learn how AI tools can improve business operations by automating tasks and increasing efficiency.
2. Revenue Capture: Understand how AI solutions can help convert missed calls into significant revenue.
3. Customization: Discover how customizable AI solutions can be tailored to the specific needs of your business.
4. Real-Life Success: Hear real-life success stories that demonstrate the tangible benefits of integrating AI.
5. Future of AI: Get insights into future innovations and how AI is set to further evolve within the industry.
6. 
   
7. 
   
8. 
   
9. 
   
10. 
    
11. Chapters
12. 
    
13. 
    

• 00:01 - Introduction: Welcome and introduction to today's topic and guest.
• 00:50 - AI and Contractor Hesitations: Discussing the hesitations contractors have regarding AI.
• 03:02 - Brad's Journey: Brad explains how his company entered the AI space and its impact.
• 05:48 - The Leap in AI Development: The recent advancements in AI that have made it more mainstream.
• 08:14 - Case Studies: Real-life examples of AI generating significant revenue.
• 11:40 - Financial Impact: Calculating the potential revenue missed due to not using AI.
• 13:10 - AI in Answering Calls: Comparison between AI solutions and traditional call centers.
• 18:48 - Transparency and Customer Interaction: Addressing transparency in AI interactions with customers.
• 21:05 - Customization Options: How customizable AI can meet various business needs.
• 25:35 - Onboarding Process: Explanation of the onboarding process with Zyra Talk.
• 28:22 - Future Innovations: Discussing future AI developments and their impact on the industry.
• 29:36 - Conclusion: Final thoughts and closing remarks.
• 
  

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, AI in Home Services, Automated Phone Systems, Business Efficiency with AI, Home Service Industry Trends, Revenue Growth with AI, Customer Interaction AI, AI Customization, Service Automation, Brad Scruggs, Zyra Talk

Culture, Communication, and Call Success: A Deep Dive with Nicole DeLisle from Paradise Home Services

Episode Number: 48

Date: August 19, 2024

Duration: 27:36

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Guest: Nicole DeLisle

Contact: [email protected]

Website: www.paradisehomeservices.com

Summary

In this episode, we dive deep into the secrets of achieving an over 90% call booking rate and the vital components of building a strong office culture within the home service industry. Our guest, Nicole DeLisle, shares her extraordinary journey from being a CSR in 2016 to becoming a key leader at Paradise Home Services. We discuss strategies for effective communication, leadership, and how fostering a positive workplace culture can result in high performance and significant team achievements.

Takeaways

1. Achieving a High Call Booking Rate: Learn how Nicole’s team achieves an impressive over 90% call booking rate through incentivizing, mutual motivation, and thorough call handling.

2. Building a Strong Culture: Understand the importance of fostering a supportive and respectful office culture that values communication and mutual respect.

3. Importance of One-to-One Meetings: Discover the benefits of regular one-to-one meetings for team growth, communication, and continuous improvement.

4. Navigating Acquisitions Smoothly: Gain insights into how to maintain team culture and effectiveness during company acquisitions and transitions.

5. Leadership and Growth: Nicole shares crucial leadership strategies and personal development tips that have propelled her career and team forward.

Chapters

1. Introduction - [00:00:00]

2. Nicole’s Journey from CSR to Leader - [00:03:17]

3. Team Achievements and Strategies - [00:05:23]

4. Building a Strong Workplace Culture - [00:06:35]

5. The Role of One-to-One Meetings - [00:17:28]

6. Navigating Company Acquisitions - [00:12:08]

7. Leadership and Personal Development- [00:18:55]

8. Outro - [00:24:13]

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, call booking rate, office culture, customer service representative, CSR, leadership, home service industry, one-to-one meetings, team communication, acquisitions, Nicole DeLisle, Paradise Home Services, business growth, employee motivation.

47 | Trust but Verify: Implementing Effective Systems for Your Team- Building Systems with Kristen Deese Part 2

Episode Number: 47

Date: August 12, 2024

Duration: 20:11

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Co-Host: Kristen Deese

Website: KristenDeese.com

Contact: [email protected]

Summary

In this episode, we delve deep into the critical importance of implementing effective systems in your business to ensure growth and efficiency. Justin & Kristen discuss how to successfully document and roll out these systems, engaging your team in the process and overcoming common pitfalls. Learn the power of the "trust but verify" approach and discover strategies to gain team buy-in and ownership for seamless system integration.

Takeaways

1. **Importance of Systems**: Systems are vital for preventing bottlenecks and ensuring consistency in operations.

2. **Team Engagement**: Engaging your team in the process and explaining the "why" behind systems boosts buy-in and morale.

3. **Avoiding Pitfalls**: Avoid common mistakes, such as not explaining the purpose behind system documentation.

4. **Trust but Verify**: Implement a process of continuous check-ins and adjustments to ensure systems are followed and effective.

5. **Influencer Strategy**: Use positive team influencers to beta test new systems before rolling them out company-wide.

Chapters

1. **Introduction to Systems** - 00:04

2. **The Importance of Systems** - 01:00

3. **Engaging Your Team** - 02:30

4. **Common Mistakes** - 04:00

5. **Trust but Verify** - 06:50

6. **Influencer Strategy for Implementation** - 09:10

7. **Continuous Improvement** - 11:00

8. **Conclusion and Call to Action** - 16:00

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Business Systems, Team Engagement, System Implementation, Trust but Verify, Leadership in Home Services, Documenting Processes, Effective Communication, System Efficiency, Customer Service Systems, Accounting Systems

46 | Why Your Business Needs Systems: Lessons from the Trenches- Building Systems with Kristen Deese Part 1

Episode Number: 46

Date: August 8, 2024

Duration: 23:32

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Co-Host: Kristen Deese

Website: ⁠KristenDeese.com⁠

Contact: [email protected]

Summary

In this episode of Freedom Blueprint Podcast, Kristen & Justin Deese dive deep into the transformative power of systems in your business.

Are you tired of being the bottleneck?

Learn how implementing systems can streamline operations and set you free to focus on growth. We discuss the importance of documenting systems, the benefits of intentional actions, and practical steps to start building efficient processes even if you're a one-person operation. Discover strategies that transform chaos into clarity and ultimately, lead your business to success.

Takeaways

1. Start Small: Begin implementing systems with your biggest pain points to see immediate improvement.
2. Document Everything: Detailed documentation makes training easier and ensures consistency.
3. Intentional Systems: Create intentional, written systems rather than relying on unintentional habits.
4. Scheduled and Triggered Systems: Understand the difference and importance of both types.
5. Leadership and Communication: Effective systems rely on strong leadership and clear communication.
6. 
   

Chapters

1. Introduction to Systems [00:02]
2. Defining Systems and Their Importance [02:09]
3. Challenges in Creating Systems [04:28]
4. When to Start Creating Systems [06:43]
5. Real-Life Examples and Lessons [08:59]
6. Challenges with Scheduling [11:28]
7. Handling Judgment Calls in Systems [13:50]
8. Conclusion and Next Steps [18:27]
9. Wrap-Up and Call to Action [20:51]
10. 
    

Keywords:

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Business Systems, Documenting Systems, Small Business Growth, Leadership in Business, Systematic Business Growth, Effective Processes, Streamlining Operations, Business Efficiency, Technician Training, Business Strategies, Home Service Industry, Overcoming Business Challenges.

JustinDeese.com KristenDeese.com

Private Equity and its

Impact on Home Services with Patrick Ritter with Leap Partners

Episode Number: 45

Date: July 29, 2024

Duration: 24:01

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Guest: Patrick Ritter

Website: theleappartners.com

Summary:

In this episode, we are joined by Patrick Ritter, the CFO of Leap Partners, to delve into the world of private equity in the home services industry. Patrick shares his extensive experience in acquisitions, the strategies that private equity groups use to evaluate businesses, and how maintaining a strong company culture can be a significant advantage. We discuss the journey of Leap Service Partners and the parallels between home security and home services. Patrick offers practical advice for business owners about evaluating their businesses, understanding profitability, and the importance of planning for a potential sale or partnership before it becomes necessary. Get ready for insightful and actionable tips to transform your business approach!

Takeaways:

1. Importance of Accurate Financial Statements:

Properly structured financial statements with clear margins by department are crucial for evaluating business performance.

2. Role of Company Culture:

A strong company culture plays a critical role in business success and can significantly impact both operational efficiency and acquisition desirability.

3. Seamless Acquisition Process:

Leap Partners prides itself on a smooth acquisition process, emphasizing the need for early preparation and clear communication.

4. Understanding EBITDA:

Knowing your EBITDA is essential for business valuation and improving long-term profitability.

5. Involvement of Private Equity:

Private equity groups are not only about providing capital but also bringing valuable operational experience and strategic guidance.

Chapters:

Introduction - [00:00]

Welcome and Guest Introduction - [00:04]

Journey of Leap Partners - [01:03]

Importance of Company Culture - [06:30]

Evaluating Home Service Businesses - [11:03]

Understanding EBITDA - [12:40]

Preparing for Acquisition - [15:11]

Conclusion and Closing Thoughts - [18:25]

Keywords:

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, Private Equity, Business Acquisition, Company Culture, Business Valuation, CFO Insights, Leap Partners, Home Services Industry, Financial Statements, EBITDA, Business Growth, Strategic Planning

Episode Number: 44 

Date: July 23, 2024

Duration: 1:32:04

Host: Justin Deese 

Website: JustinDeese.com 

Contact: [email protected] 

Guest: Tersh Blissett 

Website: Service Emperor https://www.servicebusinessmastery.com/

Summary

In this episode, Justin Deese converses with Tersh Blissett, an accomplished entrepreneur in the HVAC industry. Tersh shares his journey from joining the Air Force and working in engineering to founding two successful HVAC companies, TriStar HVAC and Service Emperor. He discusses the challenges and strategies of running competing businesses, the importance of remote operations, going paperless, and leveraging automation in business. Additionally, Tersh delves into the importance of maintaining a healthy work-life balance, particularly when working with a spouse.

Takeaways

1. Entrepreneurial Journey: Tersh’s transition from engineering to HVAC and how he successfully built two competing HVAC businesses in the same market.
2. Innovative Operations: The benefits of running a remote and paperless business.
3. Automation: The pivotal role of automation in streamlining operations and increasing efficiency.
4. Leadership and Family Balance: Insights on maintaining a work-life balance, especially when working alongside a spouse.
5. Business Growth Strategies: How Tersh navigated through the housing market crash and grew his business.
6. 
   
7. 
   
8. 
   
9. 
   

Chapters

1. Introduction and Mission Statement - 00:01
2. Tersh Blissett’s Background and Journey - 01:16
3. Starting TriStar HVAC - 01:40
4. Building Service Emperor - 03:04
5. Innovative Business Strategies - 05:49
6. Leadership and Management Styles - 11:03
7. Work-Life Balance and Working with Spouse - 24:12
8. Challenges and Overcoming Economic Downturns - 26:03
9. Role of Automation in HVAC Business - 46:02
10. Future Trends in the Industry - 50:11
11. Closing Remarks and Outro - 01:23:34
12. 
    

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Tersh Blissett, Service Emperor, TriStar HVAC, Entrepreneur, Automation, Business Growth, Remote Operations, Work-Life Balance, Leadership, Innovation in HVAC, Paperless Business, Business Strategies, Economic, Service Business Mastery

Episode Number: 43

Date: July 15, 2024

Duration: 33:02

Host: Justin Deese

Contact: [email protected]

Website: www.JustinDeese.com

Guest: Donnie Hornback

Website: www.hornbackplumbing.com

Summary:

In this episode of the Freedom Blueprint Podcast, host Justin Deese sits down with Donnie Hornback from Hornback Plumbing in Elizabethtown, Kentucky. Donnie shares his journey from starting Hornback Plumbing nearly two decades ago to navigating the challenges and rewards of running a family business. The conversation delves into the evolution of his business, the pivotal decision to become partners with Leap Service Partners, and the insights gained from watching his son, Jesse, grow into a leadership role. Donnie’s story is a testament to perseverance, strategic growth, and preparing the next generation for success.

Takeaways:

1. **Starting from the Ground Up:** Donnie shares how he started Hornback Plumbing single-handedly and grew it to a company with 23 employees focusing on residential plumbing services.

2. **A Veteran's Perspective:** The influence of Donnie's time in the Coast Guard on his work ethic and approach to business.

3. **Generational Transition:** The decision-making process behind passing the business to his son Jesse and the relief Jesse felt from partnering with Leap Service Partners.

4. **Role of Private Equity:** Dispelling myths about private equity and emphasizing how Leap Service Partners helped streamline operations and reduce pressures on the business.

5. **Evolving Leadership:** The transformation of Jesse’s role within the company from a general participant to a service manager, emphasizing the importance of mentorship and diverse perspectives.

Chapters:

- **0:00 - Introduction and Welcome**

- **2:00 - Donnie’s Background and Start of Hornback Plumbing**

- **5:00 - Military Influence on Business Practices**

- **8:00 - Connecting with Leap Service Partners**

- **11:00 - Generational Business Transition**

- **14:00 - Jesse’s Role and Responsibilities**

- **17:00 - Benefits of Private Equity Partnership**

- **20:00 - Challenges and Solutions in Inventory Management**

- **25:00 - Importance of Ride-Alongs for Management**

- **30:00 - Embracing Technology in Plumbing Services**

- **40:00 - Closing Thoughts and Future Outlook**

Keywords:

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Hornback Plumbing, Elizabethtown, Kentucky, Family Business, Leadership, Leap Service Partners, Residential Plumbing, Business Growth, Military Veteran, Industry Trends, Inventory Management, Service Manager, Business Transition, Private Equity in Home Services, theleappartners.com

Episode Number: 42

Date: July 8, 2024

Duration: 37:28

Host: Justin Deese

Website: JustinDeese.com

Contact: [email protected]

Guest: Tom Peregrino

Website: https://www.serviceworldexpo.com/

Summary

In this exciting episode of Freedom Blueprint Podcast, Justin Deese sits down with Tom Peregrino, the President of Service Nation, to delve into the transformative potential of attending the ServiceWorld Expo 2024. They discuss the event's location at Orlando's Disney property, the networking opportunities, and the strategic insights that have the power to significantly grow your business. Tom and Justin share actionable advice on how to maximize the benefits of attending industry conferences and real-life stories that underscore the value of community and learning.

Takeaways

1. **The Importance of Networking**: Learn how the right connections at ServiceWorld can skyrocket your business.

2. **Maximizing Conference Attendance**: Insights on strategic planning and attending the best breakout sessions.

3. **Personal and Professional Growth**: Stories of how attending past events have led to significant business success.

4. **The Setup and Venue**: Discover why Orlando's Disney property is the ideal location for learning and leisure.

5. **Community and Support**: Understand the importance of being open and seeking advice from industry peers.

Chapters

1. **Introduction & Welcome** - 00:01

2. **Tom’s Background and Previous Episodes** - 00:29

3. **ServiceWorld Expo 2024 Overview** - 01:27

4. **Benefits of Attending the Expo** - 02:33

5. **Impactful Stories and Testimonials** - 06:39

6. **Networking Tips and Strategies** - 08:54

7. **Going All In: Best Practices** - 10:57

8. **Personal Stories of Transformation** - 13:28

9. **Golf Tournament and Other Activities** - 18:33

10. **Getting Registered and Final Thoughts** - 24:01

11. **Closing Remarks & Episode Wrap-up** - 32:06

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Service World Expo, Conference Networking, Business Growth, Leadership in Home Services, Service Nation, Orlando, Disney Property, Professional Development, Contractor Conferences, Networking Strategies, Transformative Business Events, Leadership Tips.

Debunking Common Accounting Myths in the Home Service Industry with Kristen Deese| Accounting for Plumbing, HVAC, Electrical, and other Home Services

Episode Number: 41

Date: July 1, 2024

Duration: 24:20

Host: Justin Deese 

Website: JustinDeese.com

Contact: [email protected]

Co-Host : Kristen Deese

Email: [email protected]

Website: www.KristenDeese.com

Summary

In this episode of the Freedom Blueprint podcast, Justin and Kristen Deese discuss common accounting myths in the home service industry. They debunk three myths: 

1) Just because you're not a numbers person doesn't mean you can't understand your numbers;

2) Using QuickBooks Online's automatic transaction feature does not make you more efficient; 

3) A monthly financial review is not enough to know where you are in your business.

They emphasize the importance of monitoring numbers throughout the month and using feedback loops to make adjustments in real-time.

Takeaways

Don't believe the myth that you can't understand your numbers if you're not a numbers person. With the right training and tools, anyone can grasp their business's financials.

Be cautious when using QuickBooks Online's automatic transaction feature. It may not save you time and can lead to inaccuracies in your financial records.

A monthly financial review is not enough to stay on top of your business's financial health. Implement daily or weekly monitoring systems to make real-time adjustments.

Feedback loops, including accounting, customer reviews, and conversion rates, are essential for running a successful business. Use your financial reports as a feedback tool to guide your decision-making.

Chapters

00:00 Introduction and Mission of Freedom Blueprint Podcast

01:38 The Importance of Accounting in the Home Service Industry

07:07 Myth #2: QuickBooks Online's Automatic Transaction Feature Makes You More Efficient

11:29 Myth #3: Monthly Financial Review is Enough to Know Your Business's Financial Health

13:48 The Importance of Real-Time Monitoring and Feedback Loops

Keywords

accounting, myths, home service industry, numbers, QuickBooks Online, financial review, feedback loops, Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Virtual CFO

LIVE '25 REGISTRATION: Power Profit Workshop

Building an Empire: How Tommy Mello Overcame Adversity to Achieve Greatness

Episode Number: 40

Date: June 24, 2024

Duration: 1:03:32

Host: Justin Deese 

Website: JustinDeese.com

Contact: [email protected]

Guest: Tommy Mello

Website: www.TommyMello.com

Summary

In this episode, I sit down with the dynamic Tommy Mello, a seasoned entrepreneur in the garage door industry. We dive deep into Tommy’s journey from hard beginnings to creating a multi-million dollar business. Tommy shares key insights on resilience, leadership, and the importance of investing in the right team and technology.

Takeaways

• Resilience Through Failure: Learn how Tommy turned numerous failures into building blocks for success.
• Leadership in Crisis: Understand the critical role of leadership in overcoming unexpected challenges.
• Investment in People and Tech: Discover the impactful benefits of hiring the right people and leveraging advanced technology.
• Raising Service Standards: Find out effective methods to elevate service quality while increasing prices.
• Secrets of Success: Grasp the importance of discipline, strategic risk-taking, and continuous learning.

Chapters

Introduction - 00:00

Tommy's Journey to Success - 05:00

Leadership Lessons Learned - 15:00

Investing in Technology and People - 25:00

Raising Service Standards - 35:00

Secrets to Sustained Success - 45:00

Closing Remarks - 55:00

Keywords

Plumbing, HVAC, Air Conditioning, Electrical, Contractor, Freedom Blueprint Podcast, Justin Deese, Kristen Deese, When Your Business Partner is Your Spouse, Tommy Mello, Leadership, Resilience, Business Growth, Service Standards, Investment in Technology, Hiring the Right Team, Garage Door Industry, Positive Mindset, Business Strategies, Garage Door Freedom, Home Service Freedom