Jason Payne transformed his roofing company from zero to $13 million in five years by mastering delegation, brand building, and consistent leadership. He shares his journey of creating a thriving blue-collar business through innovative marketing, purposeful hiring, and financial discipline.

• 80% of any job can be delegated while 20% is your unique value and personality
• The "$2,500 rule" - delegate $20/hour tasks and focus on $500/hour activities
• Using social media consistently since 2010 to build relationships and generate leads
• Breaking through the $3 million revenue ceiling where 96% of businesses fail
• Leadership that emphasizes training, empathy, and giving second chances
• Creating the memorable "Sexy Roof Status" brand that interrupts patterns
• Managing cash flow challenges during rapid growth through regular audits
• The importance of checking your ego and trusting others to handle responsibilities
• Consistency as the ultimate competitive advantage in business
• Running effective blue-collar masterminds to support other entrepreneurs

To learn more about Jason's coaching services for blue collar business owners, follow him on Instagram at @JasonTheRoofer or check out his Scale Mastermind program.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Joey Henderson shares his 35-year journey from Navy submarine technician to HVAC business owner and now traveling trainer, revealing how he built and sold two successful businesses while discovering what truly drives profitability in the industry.

• Started in HVAC reluctantly after Navy service but quickly found his passion
• Built and sold two HVAC businesses, with his second company achieving in three years what his first couldn't accomplish in ten
• Transformed his business model from being built around himself to building a strong brand that could operate without him
• Identifies technician training as the biggest challenge facing HVAC companies
• Discovers airflow issues cause 90% of service problems but receive the least training attention
• Recommends using flat-rate pricing to even out a company's financial highs and lows
• Suggests service agreements as the backbone of a growing service company with valuable recurring revenue
• Advises tracking callbacks in a "Mr. Callback" account to identify training needs and calculate true costs
• Values mentorship from experienced contractors who can provide business guidance
• Emphasizes social media presence as essential for reaching new audiences

You can find Joey "Jojo the HVAC Man" Henderson on YouTube, TikTok, and LinkedIn where he shares technical tips and business insights for HVAC professionals.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Andy Hobica brings a refreshing perspective to HVAC sales by transforming the traditional approach of pushing products to genuinely helping customers solve problems, generating over $7 million in personal sales annually.

• Starting his career at age 10 working in installation for his family's 72-year-old HVAC business, progressing through every position
• Finding his stride when transitioning from service to sales at age 29, escaping his father's direct management
• Rising at 3:10 AM daily with a disciplined morning routine that creates energy and focus
• Using the "coffee trick" to build immediate rapport and trust with customers before appointments
• Creating connection by spending the first 10-20 minutes becoming the customer's friend
• Going beyond HVAC by fixing unrelated household issues like squeaky doors and cleaning gutters
• Implementing the innovative "Club Bank" maintenance program that builds customer credits
• Building a $30 million company by focusing on customer-first, relationship-based business practices
• Successfully maintaining family legacy through a strategic acquisition by Champions Group
• Running "One Bag at a Time," a nonprofit that provides essential items and food to the homeless
• Offering sales coaching to help other HVAC professionals transform their approach and results

Connect with Andy on Instagram or Facebook @AndyHobaica to learn more about his coaching program or to support One Bag at a Time at onebagatatime.org.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Joshua Griffin shares his journey from humble beginnings in a trailer park to building and selling a successful HVAC business while growing a YouTube channel with 150,000 subscribers. He openly discusses the challenges he faced as an entrepreneur, his innovative marketing strategies, and the ultimate decision to walk away at the peak of his company's success.

• Growing up in a trailer park where his entrepreneurial inspiration came from seeing the trailer park owner struggling less than everyone else
• Starting Griffin Air with just $1,200 and a utility trailer pulled by a Jeep Wrangler
• Using YouTube and free marketing strategies to build his business before it became standard practice
• Growing to 12 employees while maintaining extremely high quality standards
• Leveraging distributor relationships and co-op dollars to maximize business growth
• Creating educational content for homeowners to help them avoid common pitfalls when purchasing HVAC services
• Selling his business to a local competitor to ensure his warranties would be honored and employees taken care of
• Building a mastermind community for HVAC professionals at different career stages
• Expanding his reach through two successful YouTube channels: HVAC Guide for Homeowners and HVAC Guide for Pros

Visit newhvacguide.com to access all of Joshua's resources, including his guide for homeowners, warranty checking tools, and information about his mastermind groups.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Rachel Evans turned her firing as an HVAC sales technician into the catalyst for launching California Mechanical, a thriving San Diego-based HVAC company built entirely on word-of-mouth referrals.

• Took her contractor's license exam while nine months pregnant
• Gave herself a three-month runway to build momentum before potentially returning to employment
• Landed two installation jobs just before starting a new job, enabling her to commit fully to entrepreneurship
• Initially specialized in mini-splits due to physical limitations during early motherhood
• Now offers comprehensive residential and commercial HVAC services
• Operates on 100% word-of-mouth referrals without purchasing leads or running advertising
• Uses FieldPulse for business management and ADP for payroll
• Structures her business to train technicians who may eventually become contractors themselves
• Values uplifting others over maximizing business growth
• Recommends new contractors "follow the leader" rather than trying to innovate business structures

"If I'm a good person and I have a good work ethic and I'm smart, I know that I can do this too. If they can do it, I can do it."

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Gil Cavey shares his powerful journey from addiction to successful HVAC business leadership, revealing how rock bottom reshaped his management philosophy toward empathy, accountability, and second chances. He demonstrates how investing in people creates returns that transcend typical business metrics while building a company where technicians want to grow their careers.

• Second-generation HVAC professional with 25 years of experience who rebuilt his life after addiction
• Creating processes and structure as the key differentiator between companies that scale beyond $10 million and those that stagnate
• The "McDonald's effect" – developing repeatable processes everyone can follow consistently
• Implementing training meetings that combine technical skills with customer communication practice
• Combating seasonality by offering strategic discounts to shift demand to traditionally slower months
• Structuring maintenance agreements as "memberships" with exclusive benefits like emergency service
• Building career advancement paths within the company to retain technicians seeking opportunity
• Supporting employees' mental health through observation, care, and having tough conversations when needed
• The value of attention to detail – from parking location to knocking instead of ringing doorbells
• Personal branding as a powerful tool for technicians and business owners to connect authentically with customers

Build your reputation first, then let your reputation build your brand. When you focus on people rather than outcomes, revenue tends to take care of itself.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Sam Preston transformed from failing at three different agencies to building Service Scalers, a $5M+ marketing agency for home service businesses by focusing on what he does best and hiring people who excel at everything else.

• Sam's early agencies failed because he tried to be everything to everyone - "I'll be your influencer, marketing, email marketing, website, social media"
• Success came when he niched down to specific services (PPC, websites, content) then further to home service businesses only
• For businesses under $1M in revenue, DIY marketing makes more sense than hiring an agency
• Customer acquisition is the most important aspect of any business - it starts with traffic, then leads, appointments, and closed deals
• Your 3-day call board should show exactly how many appointments are scheduled to keep technicians productive
• Marketing spend should be adjusted based on appointment numbers to ensure technicians are fully utilized
• A 98% team retention rate comes from prioritizing people's personal lives over work
• Sam hires through requiring Loom video responses from applicants and asking values-based questions like "tell me about a time you broke the rules"
• Sam empowers team leaders by removing himself from spending decisions
• Use call tracking numbers to see which marketing campaigns are actually working

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Brennan Smith reveals how top-performing home service businesses unlock hidden revenue through simple yet powerful changes to their lead management process. Companies earning $2-20 million look beyond traditional lead generation to maximize their existing sales pipeline.

• Responding to leads within 60 seconds during business hours drastically improves conversion
• 43% of contact form submissions never receive any response—representing massive lost revenue
• Top companies implement systematic follow-up across multiple channels (call, text, email)
• The shift from lead-centric to relationship-centric business models creates sustainable growth
• AI tools for call handling and customer communication are creating competitive advantages
• Tracking call quality, response times, and booking rates provides actionable data for improvement
• Most home service businesses underutilize their existing customer base for recurring revenue
• Speed matters, but consistency in follow-up creates the winning formula
• Companies that implement structured systems outperform those relying on talent alone

Book a low-key intro session at cfomadeeasy.com to build financial systems that bring stability, clarity and real scale without running out of cash.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Daniel Felt shares how he scaled Kura Home to nine locations nationwide by building a weekly financial dashboard that guides real-time decisions instead of relying on delayed monthly reports. He reveals the exact metrics that drive his 19% profit margin and why focusing on bottom-line results beats chasing revenue.

• Weekly financial dashboards outperform monthly P&Ls for making timely business decisions
• The critical 42.5% payroll-to-revenue ratio that serves as his primary profitability indicator
• Why he abandoned handyman services despite rapid growth when the numbers showed poor margins
• How he leverages micro-influencers (5-20K followers) through service trades instead of paid advertising
• The morning routine (including 4-minute cold plunge) that prepares him for entrepreneurial challenges
• His work-life boundary of shutting down business at 5pm daily to maintain family time
• The importance of consistent execution rather than jumping between revenue activities and operations
• His goal of donating $100 million over his lifetime through business success

Ready to get the financial clarity needed to grow your home or commercial service business? Visit CFOMadeEasy.com to book a no-pressure intro meeting with Tyler.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Danielle Warnert of Upskilled Consulting shares proven strategies to stop the revolving door of technician turnover and build training programs that create loyal, skilled employees who actually stick around.

• Including field experience from week one prevents tech disappointment and improves retention
• Building robust career paths and technician scorecards shows clear progression opportunities 
• Creating training dashboards to track certifications, headcount, and employee tenure spotlights retention issues
• Asking technicians what they want to learn rather than assuming their training needs
• Gamifying training engages hands-on learners better than traditional classroom settings
• Technician turnover costs $50,000-$70,000 per employee when considering all factors
• Training strategies should differ for small companies versus larger organizations with academies
• Using Airtable or even Excel to create analytics that measure training effectiveness

"You're never too small to invest in your training. That is so true. You could be two-person and you're not too small. It'll pay dividends if you do it right and you invest in it."

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting