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

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

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Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. How UpFrog Helps HVAC Businesses Grow: Justin shares how UpFrog uses online pricing and smart ads to drive more sales and better leads.

2. Why Timing and Simplicity Matter: Learn how knowing when customers are ready to buy and offering simple installs can improve results.

3. Using Data to Make Smart Moves: Justin explains how tracking lead behavior and follow-up rates helps businesses grow smarter.

4. Boosting Customer Experience: Hear how avoiding complex installs and focusing on clear communication keeps customers happy.

5. 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:

• Justin Riley

• UpFrog

Website:

• UpFrog

This episode is kindly sponsored by:

• Free-2-grow

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

---------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. Why Health Gets Ignored: How stress and busy lives lead business owners to feel tired and out of shape.

2. How Hormone Help Works: Learn how simple tests and treatment can boost energy, mood, and focus.

3. The Power of Peptides: Find out how peptides support recovery, sleep, and brain clarity.

4. Making Smart Health Changes: Hear how eating better, moving more, and tracking progress can improve life.

5. 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:

• Dr Adam Boender

• Paul Bakhtiar

• Helios Consultants

Website:

• Helios Consultants

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. How CallRail Helps Businesses Grow: Nick explains how CallRail's tools track calls and improve marketing performance.

2. Why AI Insights Matter: Learn how AI-powered summaries help identify quality leads and boost follow-up.

3. Making Data-Driven Decisions: Nick shares tips on using data to make smarter marketing choices.

4. Improving Customer Experience: Hear why tracking call behavior helps businesses provide better service.

5. 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:

• Nick Jascomb

• CallRail

Website:

• CallRail

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. How One Client Changed Everything: Jen's first plumbing client helped spark her journey into marketing for the trades.

2. Simple Videos Win Big: Learn why natural, real videos perform better than polished, fancy ones.

3. Mastering TikTok's Algorithm: Jen shares tips on reaching the right audience with strong hooks and stories.

4. Growing by Testing Content: Hear why trying different ideas helps find what works best online.

5. 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:

• Jen McKee

• Kee Hart Marketing

Website:

• Kee Hart Marketing

• The Kee to Growth Podcast

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No Coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. How Real-World Experience Wins: Kristen's path from running service businesses to becoming a Virtual CFO.

2. Why Knowing Your Numbers Matters: Learn the power of reading reports and using them daily.

3. Fixing Cash Flow Problems: Kristen shares simple ways to avoid money mistakes that hurt growth.

4. The CFO vs CPA Difference: See why having the right financial help changes everything.

5. 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:

• Kristen Deese

• The Virtual CFO of Trades

Website:

• Kristen Deese Personal Website

• Paradise Home Services

• AGS Installations INC

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today - https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. How a Childhood Hobby Sparked a Career: Dustin's love for fixing things led him into HVAC and business.

2. Keeping Great Employees: Learn how weekly leadership training helps keep 90% of staff.

3. Smart Private Equity Choices: Dustin shares how to choose the right deal without losing your values.

4. From Tech to Business Leader: Hear Dustin's story of learning by doing and growing along the way.

5. 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:

• Dustin Van Orman

Website:

• Any Hour Services - Electrical, Plumbing, Heating & Air

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No coding required! 👉 Enroll Today- https://bit.ly/3CZTDte

----------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

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:

1. Turning Hardship Into Purpose: Hear how Mike Venidis used life challenges to fuel his passion and leadership.

2. Getting Ahead with AI: Learn how AI tools are changing search and why adapting early gives you the edge.

3. Trust Is Everything: Discover why being honest and real online helps you win with customers.

4. Be Seen Everywhere: Understand why showing up on multiple platforms boosts your brand's impact.

5. 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:

• Mike Venidis

Website:

• RYNO Strategic Solutions, LLC

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No coding required! 👉 Enroll Today- https://bit.ly/3CZTDte -------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! www.servicebusinessmastery.com

In this episode, recorded live at AHR 2025 in Orlando, hosts Tersh Blissett, Co-Founder and Chief Experience Officer at Trade Automation Pros, and Joshua Crouch the Founder of Relentless Digital Marketing Solutions, explore the use of AI and automation in the service industry. They discuss the complexities of integrating technology into traditional business models and maintaining core operational processes. Tersh and Josh share valuable insights on optimizing customer service and internal workflows, the importance of process optimization, and their personal experiences with digital marketing tools, offering practical advice on leadership and adapting to technological changes.

This discussion highlights key elements such as optimizing business processes using AI, maintaining core operational efficiencies during technological integration, and ensuring effective customer engagement and employee adaptation, essential for long-term business success.

In this episode, here's what you can expect to learn:

• Tech-Driven Growth: How service businesses use AI and automation to adapt and thrive.

• Leadership in Transition: Managing change and communication in the era of technology.

• Strategy Meets Emotion: Balancing automation with emotional intelligence for success.

• Insights into Action: Leveraging digital expertise for strategic business planning.

• Building Resilience: Sustaining business through core processes and customer engagement.

Timestamps ⏰ 00:00 - Episode Introduction 04:03 - Background and Experience with AI in Service Industries 06:00 - Phone Tap: Using AI Call Analysis to Uncover Booking Gaps and Max Lead Conversion 08:14 - Optimizing, Automating, and Delegating: Transforming Processes for Efficiency 12:23 - Recording and Refining Processes: Ensuring Scalability and Flexibility for Any Situation 13:56 - Benefits of Automation in Customer Service and Marketing 17:15 - Embracing the Four-Hour Workweek Mindset: Balancing Automation and New Priorities 20:47 - Calculating Time Savings Through Automation: The Power of Task Efficiency 23:39 - When Not to Automate: Key Customer Journey Moments 29:53 - AI Note-Takers: Streamlining Service Calls and Detailed Recordings for Efficiency 33:42 - Simplifying SOPs with ChatGPT: Automating and Customization for Your Business 42:58 - Implementing SOPs with Your Team: Training, Buy-In, and Consistent Review

If you enjoy the episode, please don't hesitate to leave us a review (5 stars preferably 😉)

Links & References:

LinkedIn:

• Tersh Blissett

• Josh Crouch

Company Details:

• Trade Automation Pros

• Relentless Digital Marketing Solutions

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit.No coding required! 👉 Enroll Today- https://bit.ly/3CZTDte

-------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! https://www.servicebusinessmastery.com

In this episode, recorded live at the BDR Spark 2025 event, hosts Tersh Blissett and Joshua Crouch speak with Samantha Brazie, General Manager at Progressive Heating, Air and Plumbing. They explore the complexities of navigating the HVAC industry amidst the challenges of private equity acquisitions and maintaining a family-owned business ethos. Samantha shares valuable insights on preserving company culture, the importance of community engagement, and her personal journey from telemarketer to general manager, offering practical advice on leadership and adapting to market changes.

This discussion highlights key elements such as maintaining company values amidst industry shifts and ensuring sustained community involvement and employee satisfaction, essential for long-term business success.

In this episode, here's what you can expect to learn:

1. How Family Businesses Stay Strong: Learn how smart decisions help family-owned businesses grow and stay stable, even with big industry changes.

2. Leading in Tough Times: See how Samantha Brazie handles important roles and keeps communication open during major shifts.

3. Mixing Strategy with Emotion: Understand why balancing smart planning with emotional intelligence is key to business success.

4. Using Experience to Grow: Find out how deep industry knowledge and careful planning lead to better business strategies.

5. Building a Strong Business: Learn how company culture and community support can help businesses last and succeed.

Timestamps ⏰

00:00 - Episode Recap

03:32 - Samantha Brazie's Background in HVAC and Transition from the Restaurant Industry

06:12 - Challenges and Values in Non-Owner Roles within a Company

09:08 - Impact of Private Equity on Company Culture and Retaining Family-Owned Business Values in a Competitive Market

09:46 - Acquiring Talent and Managing Consistency Amidst Workplace Changes Post-Private Equity

12:04 - Optimizing Hiring Processes and Company Culture with AI, Values Alignment, and Theft Prevention

13:49 - Enhancing HVAC Efficiency and Community Engagement Through Technology and Branding Strategies

19:26 - Balancing Business Needs with Community Support to Maximize Marketing Impact

20:48 - Brand Awareness and its Influence on Business Operations

24:10 - Networking and Learning at Industry Events

31:40 - The Importance of Coaching for Professional Accountability and Growth

If you enjoy the episode, please don't hesitate to leave us a review (5 stars preferably 😉)

Links & References:

LinkedIn:

• Samantha Brazie

Website:

• Progressive Heating, Air and Plumbing

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk

Learn how to automate tasks, save time, and increase your profit. No coding required! 👉 Enroll Today- https://bit.ly/3CZTDte

-------------------------------------------------

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! www.servicebusinessmastery.com

In this episode, hosts Tersh Blissett and Joshua Crouch talk with Austin Helms, the Founding Partner of Halftime Rentals - Portable Toilets and the Founder of NuBlue Electric, Plumbing, and Air. They discuss the challenges of growing a service business and how to build a strong team. Austin shares simple ways to use technology to make work easier, save time, and grow faster. He also talks about why businesses need to accept change and stay ready for the future to stay ahead in the industry.

The conversation touches on how to handle fast business growth, the importance of creating a good team and using technology to streamline operations and ensure long-term business success. Austin highlights the role of Service Nation, an organization that supports service professionals by providing valuable education and networking opportunities. He also shares insights about the Boston Education Summit, where business owners can connect and learn from industry experts.

This episode offers practical advice for navigating the complexities of scaling a business, embracing innovation, and building a strong, adaptable team.

We're excited to partner with Service Nation for this episode. Don't miss the upcoming Service Nation event in Boston, an excellent opportunity to connect and learn! For details and to register, visit Event Registration: https://web.cvent.com/event/71e536cf-dc4d-4942-854c-af514ac496ac/summary

In this episode, here's what you can expect to learn:

1. Planning for Growth: Learn how good planning helps a business grow fast and run smoothly while handling problems.

2. Building a Strong Team: Find out why Austin Helms believes having a trusted team is key to business success.

3. Making Smart Choices: See how learning from past experiences helps in making better business decisions.

4. Adapting and Growing: Discover how new ideas and smart strategies help a business grow in a strong and steady way.

5. Using Technology for Success: Learn how technology makes work easier and keeps customers happy in the service industry.

Timestamps ⏰

00:00 - Episode Recap

03:30 - Episode Intro with Austin's Entrepreneurial Journey and Beginnings

06:33 - Building a strong team and leveraging technology to scale business operations.

10:04 - Challenges of rapid expansion and tech's role in scaling.

15:52 - Getting Connected with Service Nation and Discussing Multiple Locations

20:50 - Discussing the Boston Education Summit and Networking Value

24:14 - Discussing Austin's Keynote at the Boston Education Summit and Scaling the Business.

29:29 - Discussing Profit Share Interests, Expansion, and Lessons Learned

39:02 - Discussing Growth Trade-offs and Entrepreneurial Struggles

If you enjoy the episode, please don't hesitate to leave us a review (5 stars preferably 😉)

Follow the Guests:

LinkedIn:

• Austin Helms

Website:

• Halftime Rentals - Portable Toilets

• NuBlue Electric, Plumbing and Air

• Service Nation

• Boston Event

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam 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!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk