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

Show Notes

Podcast Episode Title: CRUSHING GOALS: Mastering Goal Setting in Leadership

Number: 18

Date: January 29, 2024

Duration: 28.15

Host: Justin Deese

Summary In this episode of the Freedom Blueprint Podcast, host Justin Deese discusses the importance of goal setting and shares strategies for setting SMART goals. He explains that goals should be specific, measurable, achievable, relevant, and time-bound. Justin emphasizes the need for clear and specific goals, as well as the importance of breaking them down into smaller, manageable tasks. He also highlights the benefits of goal setting, such as providing direction, motivation, and performance measurement. Justin provides practical tips for implementing goal setting in both personal and business contexts. Takeaways-

• Goal setting is crucial for effective leadership and personal growth.
• 
  
• SMART goals are specific, measurable, achievable, relevant, and time-bound.
• 
  
• Break down big goals into smaller, actionable tasks.
• 
  
• Regularly review and track progress towards your goals.
• 
  
• 
  

Chapters00:00Introduction 01:05

The Importance of Goal Setting 03:23

SMART Goals 08:08

Achievable Goals 10:20

Relevant Goals 13:26

Time-Bound Goals 16:40

Putting SMART Goals into Practice 17:11

Benefits of Goal Setting 19:37

How to Set SMART Goals 25:28

Take Action and Share Your Goals 28:15

Conclusion

Leadership, Plumbing, Air Conditioning, HVAC, and Home Services

"Freedom Blueprint" Podcast Show Notes

Podcast Episode Title: The Virtual CFO Advantage: Elevating Contractor Businesses with Kristen Deese

Episode Number: 18

Date: January 22, 2024

Duration: 19.34

Host: Justin Deese

Guest: Kristen Deese- KristenDeese.com or [email protected]

Summary

In this episode of the Freedom Blueprint Podcast, host Justin Deese interviews his wife Kristen about her role as a virtual CFO for contractors. Kristen specializes in helping contractors who use Service Titan and QuickBooks. She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance. Kristen has seen companies improve their financial understanding and departmentalize their operations, leading to better decision-making and increased profitability. She also emphasizes the importance of clean financials when selling a business. Listeners can connect with Kristen through her website, kristendeese.com.

Takeaways

• Kristen provides virtual CFO services to contractors, specializing in Service Titan to QuickBooks.
• 
  
• She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance.
• 
  
• Working with a virtual CFO can help contractors improve their financial understanding, departmentalize their operations, and increase profitability.
• 
  
• Clean financials are important when selling a business, as they can lead to a higher valuation.
• 
  
• 
  

Introduction 01:18

Kristen's Role in Helping Contractors 03:07

Specializing in Service Titan to QuickBooks 04:16

Experience with Service Titan 04:46

Speaking at Conferences 06:18 

The Importance of Financials 07:34

Starting the Virtual CFO Service 09:20

Overview of Virtual CFO Programs 12:03

Apprentice Program 13:18 

Journeyman Program 14:03

Master Program 15:05 

Improvements Seen in Companies 17:13

Selling Businesses with Clean Financials 18:12

How to Connect with Kristen 19:08

Working Directly with Kristen19.23

Conclusion

Podcast Episode Title: Mastering Communication: A Leader's Guide in Plumbing & HVAC

Date: January 15, 2024

Duration: 28 minutes

Host: Justin Deese

Show Notes for Mastering Communication: A Leader's Guide in Plumbing & HVAC:

In this episode, we delve into the crucial role of effective communication for leaders in the Plumbing and HVAC industries. We explore practical strategies and insights for enhancing communication with your team and clients.

1. The Importance of Communication in Leadership:
2. 
   
3. 
   

• Why effective communication is the backbone of successful leadership in the Plumbing and HVAC industries.
• 
  

1. 
   
2. The C.L.E.A.R. Framework for Communication:
3. 
   
4. 
   

• Communicate: How clear communication sets the foundation for team success.
• Listen: The power of active listening in understanding team needs and concerns.
• Engage: Personal engagement techniques for motivating and inspiring your team.
• Adapt: Adapting your communication style to diverse team members.
• Respect: The non-negotiable need for respect in all forms of communication.
• 
  

1. 
   
2. Practical Tips for Effective Communication:
3. 
   
4. 
   

• Real-world examples and techniques for implementing the C.L.E.A.R. framework.
• 
  

1. 
   
2. Call to Action:
3. 
   
4. 
   

• Identify and commit to improving one area of communication within your team. Share your experiences and feedback with us.
• 
  

• Follow us for more updates and tips
• 
  

Overview: Key Points Discussed: Resources Mentioned: Connect with Us: Next Episode Teaser:

Podcast Episode Title: ALWAYS Be Recruiting: Finding Top Talent in Today's Market

Date: January 8, 2024

Duration: 28 minutes

Host: Justin Deese

Introduction:

Welcome and episode introduction by Justin Deese.

Episode topic: ALWAYS Recruiting in the Home Service Industries.

Are you struggling to find talent in today’s market?

Intriguing facts to engage listeners:

"85% of job seekers consider a company’s reputation when applying."

ALWAYS Recruiting Explained:

A - Actively Seek Talent:

Discussion on the importance of proactive talent search.

Strategies and tips for actively seeking talent.

L - Leverage Social Media:

The role of social media in recruitment.

How to effectively use social media to attract talent.

W - Welcome Referrals:

Importance of employee referrals in the recruitment process.

Best practices for encouraging and managing referrals.

A - Appreciate and Recognize Talent:

The impact of recognizing and appreciating current employees.

Ideas for showing appreciation in the workplace.

Y - Yield to Flexibility in Work Arrangements:

The growing need for flexible work arrangements.

Examples of how flexibility can be incorporated to attract talent.

S - Seek Feedback and Act on It:

The value of feedback in improving recruitment processes.

Ways to collect and implement feedback effectively.

Personal Insights and Experiences:

Justin Deese shares personal experiences and insights related to the topic.

Conclusion:

Recap of key points from the episode.

Final thoughts and closing statement by Justin Deese.

Call to Action:

Encouragement for listeners to apply the ALWAYS strategy in their businesses.

Invitation for feedback and sharing experiences on social media.

Reach out to me at ⁠[email protected]⁠

Closing:

Thank you for tuning in.

Reminder to subscribe and follow for upcoming episodes.

Show Notes for Episode 15 - Turning Recalls into Revenue for Home Service Businesses

Hey there, it's Justin Deese! Thanks for tuning into this episode where we dive deep into one of the most challenging issues faced by home service-based businesses: recalls. If you’ve ever felt the pinch of sending out paid staff, trucks, and resources to address recall issues without seeing a dime in return, this episode is for you.

In This Episode, We Discuss:

1. The Problem at Hand: Understanding the magnitude of the recall issue in the home service industry. It's not just about the money; it's about time, resources, reputation, and so much more.
2. 
   
3. The Real Cost of Recalls: We break down the tangible and intangible costs that recalls impose on businesses. From the direct expenses of sending out staff to the potential harm to your brand's reputation, it's essential to get a grasp on what these issues truly cost.
4. 
   
5. Four Strategies to Turn Recalls into Revenue: Instead of looking at recalls as a business drain, how about turning them into an opportunity? I share four actionable strategies that can help you transform this challenge into a revenue-generating machine.
6. 
   
7. Case Studies & Real-Life Examples: I share stories of businesses that have successfully turned around their recall challenges, providing inspiration and practical insights for listeners.
8. 
   
9. 
   

Key Takeaways:

• Recalls don’t have to be a business nightmare; they can be a catalyst for growth and improvement when approached strategically.
• 
  
• Being proactive, innovative, and customer-centric in your approach can turn potential business pitfalls into profitable avenues.
• 
  
• It's all about changing the mindset from ‘damage control’ to ‘opportunity exploration.’
• 
  
• 
  

What's Next?

Stay tuned for our next episode where we’ll continue providing actionable insights to boost your home service business. If you found value in today’s discussion, please consider leaving us a review or sharing the podcast with a friend or colleague.

As always, if you have questions, comments, or topics you'd like to see covered in future episodes, drop me a line. I'd love to hear from you.

Thanks for joining me, and until next time, keep innovating and turning challenges into opportunities!

Did you know that women influence a staggering 84% of purchase decisions, highlighting the immense power of female-centric marketing in the home service industry?

Jim Hinshaw, the dynamic VP of Sales at Service Nation Alliance, takes us behind the scenes of the heating, AC, and plowing contractor support world. Discover exclusive memberships, green maintenance tips, and the art of crafting that perfect incoming call script. As Jim underscores the value of smart spending and setting shared goals, he drops golden nuggets on harnessing women's buying power and savvy social media strategies.

Plus, get a sneak peek into Service Nation's Premier Membership – your golden ticket to expert coaching and a tour of top-tier companies! 🎧🚀

[00:00 - 08:02] Achieving Goals Through Visualization and Hard Work

[08:02 - 15:27] Maximizing Your ROI with Service Nation: The Membership Advantage

[15:27 - 22:53] Financial Realities and the Female Influence

[22:54 - 30:17] The Premier Membership Key: Unlocking Growth with Expert Coaching and Tours

[30:17 - 38:45] Leveraging Coaches and the Service World Event

Ready to transform your financials? Eliminate financial frustration and unlock growth opportunities with Kristen Deese, the virtual CFO specializing in the home service industry. With Kristen's expertise, you can eliminate overwhelm and use your financials as a powerful tool for growth. Not only that, but she'll even provide training for your in-house accounting team, ensuring they're equipped with the knowledge you need. Visit⁠ ⁠⁠⁠www.thefwordofbusiness.com⁠⁠⁠ ⁠⁠⁠⁠⁠⁠and discover how she can transform your business's numbers into a powerful tool!

Connect with Jim!

⁠⁠⁠⁠LinkedIn⁠⁠,⁠⁠

or visit the websites: ⁠https://servicenation.com/⁠, serviceroundtable.com

E-mail: [email protected]



Connect with Justin!

⁠⁠LinkedIn⁠⁠ and⁠ ⁠Facebook⁠⁠

or visit the websites:⁠⁠ Freedom Blueprint Academy⁠⁠⁠⁠⁠and ⁠FreedomBluePrintPodcast.com⁠



Tweetable Quotes:

"You've got to figure out how to weatherproof your business and how to get past these fluctuations in the economy, in the industry, and in the weather." - Jim Hinshaw

"Life is a team sport, and that's part of being in a network like this is that you get to do life in business with so many like-minded people, and it's pretty incredible." Justin Deese

Apple Podcasts:

https://podcasts.apple.com/us/podcast/freedom-blueprint/id1689795253?i=1000624370577

Spotify:

⁠⁠https://open.spotify.com/show/7bU3lSPtMoBdIEDoRuI9rX?si=0ac4e687bc51462e⁠

Embarking on a journey through half a century in home services, Jim Hinshaw, the VP of Sales at Service Nation Alliance, unveils the intricate tapestry of his success. In this episode, he shares his life story, experiences, successes, and mistakes to help others be successful, unpacking pivotal decisions, underscoring due diligence, and revealing how to pivot when traditional marketing falters.

Tune in, and discover the roadmap to excellence!

[00:00 - 07:57] A Journey Shaped by Opportunity and Market Mastery

[07:57 - 15:30] Discovering Sales Success

[15:30 - 23:50] Lessons Learned from Selling a Business and Connecting with Customers

[23:51 - 31:36] Strategic Insights for Business Resilience

[31:36 - 39:27] Revitalizing Sales: From Emotional Connections to Embracing Market Innovations

[39:28 - 43:54] Navigating the Modern Landscape of Home Services

Ready to transform your financials? Eliminate financial frustration and unlock growth opportunities with Kristen Deese, the virtual CFO specializing in the home service industry. With Kristen's expertise, you can eliminate overwhelm and use your financials as a powerful tool for growth. Not only that, but she'll even provide training for your in-house accounting team, ensuring they're equipped with the knowledge you need. Visit⁠ ⁠⁠⁠www.thefwordofbusiness.com⁠⁠⁠ ⁠⁠⁠⁠⁠⁠and discover how she can transform your business's numbers into a powerful tool!

Connect with Jim!

⁠⁠⁠⁠LinkedIn⁠⁠,⁠⁠

or visit the website: ⁠https://servicenation.com/⁠

Connect with Justin!

⁠⁠LinkedIn⁠⁠ and⁠ ⁠Facebook⁠⁠

or visit the websites:⁠⁠ Freedom Blueprint Academy⁠⁠⁠⁠⁠and ⁠FreedomBluePrintPodcast.com⁠

Tweetable Quotes:

"Consumer today is plagued with impressions on marketing four to ten thousand a day. They have a whole bunch of stuff going on in their brain. There are only a hundred of them who get through the cortex, only 100. I want to be one of the 100. I want them to go, Oh, yeah, I know him, I know that company, I know that product, whatever it is." - Jim Hinshaw

"People don't like to be bothered with a sales call. They like to be thought of and say I was thinking of you." - Jim Hinshaw

Apple Podcasts:

https://podcasts.apple.com/us/podcast/freedom-blueprint/id1689795253?i=1000624370577

Spotify:

⁠⁠https://open.spotify.com/show/7bU3lSPtMoBdIEDoRuI9rX?si=0ac4e687bc51462e⁠

Unveiling Contractor Success: Service Nation Evolution!

Join Justin Deese and special guest Tom Peregrino, President of Service Nation Alliance, as they explore how Service Nation's enhanced membership tiers, comprehensive SWOT analysis, and innovative technology are shaping the future for contractors. Discover the power of networking, tailored training, and practical insights to propel your contracting business. Don't miss out on upcoming events like Service World and collaborations with the Joseph Groves Foundation.

Tune in for actionable advice and be the contractor of tomorrow!

[00:00 - 08:39] Service Nation: Transforming the Future of Member Benefits and Services

[08:39 - 17:16] Introducing Innovative Tiers and Enhanced Benefits in the Contractor's Realm

[17:17 - 25:28] Unlocking Extra Rewards, Innovative Platforms, and Total Solutions

[25:29 - 34:10] Harnessing Networking, Rewards, and Immersion for Business Growth

[34:11 - 44:09] Service Nation's Enhanced Immersion Approach and Unveiling of Service World 2023

Ready to transform your financials? Eliminate financial frustration and unlock growth opportunities with Kristen Deese, the virtual CFO specializing in the home service industry. With Kristen's expertise, you can eliminate overwhelm and use your financials as a powerful tool for growth. Not only that, but she'll even provide training for your in-house accounting team, ensuring they're equipped with the knowledge you need. Visit⁠ ⁠⁠⁠www.thefwordofbusiness.com⁠⁠⁠ ⁠⁠⁠⁠⁠⁠and discover how she can transform your business's numbers into a powerful tool!

Connect with Tom!

⁠⁠⁠⁠LinkedIn⁠⁠,⁠⁠

or visit the website: ⁠https://servicenation.com/⁠

Connect with Justin!

⁠⁠LinkedIn⁠⁠ and⁠ ⁠Facebook⁠⁠

or visit the websites:⁠⁠ Freedom Blueprint Academy⁠⁠⁠⁠⁠and ⁠FreedomBluePrintPodcast.com⁠

Tweetable Quotes:

"Our goal and what we want to provide for you is to get the membership to pay for itself immediately and then have the cashback rewards become part of extra income above and beyond what you ever expected." - Tom Peregrino

"Service Nation offers total contractor solutions above and beyond your typical best practice." - Tom Peregrino

Apple Podcasts:

⁠⁠https://podcasts.apple.com/us/podcast/freedom-blueprint/id1689795253⁠⁠

Spotify:

⁠⁠https://open.spotify.com/show/7bU3lSPtMoBdIEDoRuI9rX?si=0ac4e687bc51462e⁠



Do you want to walk away with great nuggets that will help you be successful and avoid costly mistakes?

In this second part of “Top Takeaways from 9 Episodes with Successful Entrepreneurs,” Justin Deese features conversations with amazing entrepreneurs who bring up topics such as retaining team members, the cost of bad hires, safeguarding against theft, and cultivating an effective and productive work culture. They also discuss about the importance of training your team, fine-tuning process and procedures, preparing for change in workflow as volumes increase, identifying red flags in the hiring process, investing in yourself as a leader to value your team, developing financial systems for success, and more! Tune in now!

[00:00 - 07:21] Uncovering the Cost of a Bad Hire

[07:22 - 14:34] Mistakes Made and Lessons Learned from Continental Plumbing

[14:34 - 22:20] Uncovering Growth Strategies and Financial Contingency Insights with Tom Peregrino of Service Nation Alliance

[22:21 - 28:36] From Banker to Home Service Business Owner

Ready to transform your financials? Eliminate financial frustration and unlock growth opportunities with Kristen Deese, the virtual CFO specializing in the home service industry. With Kristen's expertise, you can eliminate overwhelm and use your financials as a powerful tool for growth. Not only that, but she'll even provide training for your in-house accounting team, ensuring they're equipped with the knowledge you need. Visit ⁠www.thefwordofbusiness.com⁠ ⁠⁠⁠and discover how she can transform your business's numbers into a powerful tool!

Connect with Justin!

⁠LinkedIn⁠ and ⁠Facebook⁠

or visit the websites:⁠ Freedom Blueprint Academy⁠ ⁠and FreedomBluePrintPodcast.com

Tweetable Quote:

"There's a big difference between being a boss and being a leader. And again, Keith's a leader." - Justin Deese

Apple Podcasts:

⁠https://podcasts.apple.com/us/podcast/freedom-blueprint/id1689795253⁠

Spotify:

⁠https://open.spotify.com/show/7bU3lSPtMoBdIEDoRuI9rX?si=0ac4e687bc51462e⁠

Would you like to recap the powerful insights gained from the last 9 episodes?

Join Justin Deese on this captivating podcast journey through 9 episodes featuring successful entrepreneurs sharing insights on standing out in a competitive market, sales mastery, and implementing learned knowledge. Valuable advice includes customer service, technology utilization, financial understanding, and strategic focus. Tune in for actionable tips on home services business growth!

[00:00 - 06:45] Mastering the Art of Standing Out and Closing Sales

[06:45 - 12:45] Harnessing Technology, Timing, and Financial Expertise for Business Success

[12:46 - 18:59 Embracing Friendly Competition, Hiring Wisely, and Finding Balance in Business and Life

[19:00 - 24:47] Building Reputation, Values, and Community

[24:48 - 29:09] Navigating Growth and Scaling

Ready to transform your financials? Eliminate financial frustration and unlock growth opportunities with Kristen Deese, the virtual CFO specializing in the home service industry. With Kristen's expertise, you can eliminate overwhelm and use your financials as a powerful tool for growth. Not only that, but she'll even provide training for your in-house accounting team, ensuring they're equipped with the knowledge you need. Visit ⁠www.thefwordofbusiness.com⁠ ⁠⁠⁠and discover how she can transform your business's numbers into a powerful tool!

Connect with Justin!

⁠LinkedIn⁠ and ⁠Facebook⁠

or visit the websites:⁠ Freedom Blueprint Academy⁠ ⁠and FreedomBluePrintPodcast.com

Tweetable Quotes:

"Don't fear success. Take action and achieve your goals." - Justin Deese

"You have to be able to close sales in order to be able to grow your business or even stay in business." - Justin Deese

Apple Podcasts:

⁠https://podcasts.apple.com/us/podcast/freedom-blueprint/id1689795253⁠

Spotify:

⁠https://open.spotify.com/show/7bU3lSPtMoBdIEDoRuI9rX?si=0ac4e687bc51462e⁠