Video – BDR

Video – BDR

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Video – BDR episodes

  • Using Data to Make Better Business Decisions

    BDR


    Using Data to Make Better Business Decisions

    In this episode of the Prime Resources podcast, Todd Neely, head coach at BDR, discusses the importance of using data to make informed business decisions. He emphasizes the need for contractors to understand key metrics such as breakeven points, leading indicators, and financial benchmarks.

    Todd shares strategies for tracking data effectively, the significance of timely financial statements, and how to use data to celebrate team successes. He also highlights the importance of transparency in sharing data with team members to foster engagement and drive results.

    Listen here:

    Key Takeaways
    • Understanding the breakeven point is crucial for profitability.
    • Proactive data strategies can mitigate seasonal fluctuations.
    • Timely financials are essential for making informed decisions.
    • Benchmarking against industry standards is key to success.
    • Data should be used to celebrate team wins and build culture.
    • Transparency with data fosters team engagement and accountability.
    • Data can highlight areas for process improvement.
    • A structured approach to data tracking leads to better business outcomes.
    • Time Stamps
      • 00:00 Introduction to Data-Driven Decisions
      • 01:36 Understanding Key Metrics for Beginners
      • 04:25 Advanced Data Points for Successful Contractors
      • 09:45 Frequency of Data Review
      • 12:50 Benchmarking for Success
      • 16:27 The Role of Profit and Loss Statements
      • 20:57 Data Strategies for Business Expansion
      • 27:06 Success Stories and Pitfalls in Data Usage
      • 31:45 Final Thoughts on Data Transparency and Team Engagement
      • About Todd Neely

        Todd Neely’s career spans diverse industries, from HVAC to manufacturing, where he honed his skills as a leader and strategist. Todd’s track record of accomplishments underscores his strengths as a professional. From orchestrating successful acquisitions to fostering cohesive teams and driving revenue growth, he has consistently delivered results. Certified as a “Continuous Improvement Master Trainer,” Todd prioritizes building robust and committed teams, ensuring sustainable business success. 

        About the Prime Resources Podcast

        BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

        Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

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        The post Using Data to Make Better Business Decisions first appeared on BDR and is written by Tyler Gunhus (BDR).

        35 min
      • Practical Applications for AI in Home Service Businesses

        BDR


        Practical Applications for AI in Home Service Businesses

        In this episode of BDR’s Prime Partners Podcast, we sit down with Nathan Keller, Chief Sales Officer at Free2Grow, to unpack how Artificial Intelligence (AI) is shaking up the home service industry (especially HVAC, plumbing, and electrical)—without losing the human touch. From debunking myths to showing how AI voice solutions can enhance branding and personalization, Nathan makes a compelling case for why contractors shouldn’t fear the bots.

        The conversation explores the evolution of AI-driven call services, how they stack up against traditional models, and what it takes to implement these tools to benefit your team and customers.

        Whether you’re just curious or already testing AI tools, you’ll walk away with a clear understanding of the next wave of innovation—and how to make it work for you. Tune in to discover how AI is redefining service, not replacing it. You’ll learn what’s possible today, what’s coming next, and how to take your first (or next) step forward.

        Key Takeaways
        • Misconceptions about AI include overestimating its capabilities.
        • Scripting and knowledge bases are crucial for effective AI.
        • AI can handle customer objections effectively.
        • Customers can access real-time analytics on call performance.
        • Phased implementation of AI can ease the business transition.
        • The future of AI includes outbound calling and texting functionalities.
        • Time Stamps
          • 00:00 Introduction
          • 04:49 The Transformation of AI in Call Answering
          • 11:11 Differences Between Traditional and AI Call Services
          • 14:36 Branding and Personal Touch in AI Services
          • 17:58 About Free2Grow
          • 19:34 Data Analytics and Performance Insights in AI
          • 21:32 Future Directions in AI Technology
          • About Nathan Keller

            Nathan Keller is the Chief Sales Officer and co-founder of Free2Grow. Founded in 2019, Nathan has worked as a sales leader for many technology companies that saw successful exits over the past decade.
            Free2Grow is a cutting-edge AI-powered voice-answering solution designed to streamline and elevate your business communications.

            Company Information

            Free2Grow

            • Facebook
          • LinkedIn
          • Instagram
          • About the Prime Partners Podcast

            BDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Marketing Manager. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

            In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

            Each episode features a BDR partner company or client who shares ways you can drive your company forward.

            Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, or go to: https://www.bdrco.com/partners/

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            The post Practical Applications for AI in Home Service Businesses first appeared on BDR and is written by Erin Kunz.

            28 min
          • How to Use the Profit & Loss by Job Report in QuickBooks®

            BDR


            How to Use the Profit & Loss by Job Report in QuickBooks®

            In this episode of BDR’s Prime Resources Podcast, Lead Accounting Coach Lauren Woodward discusses the Profit & Loss by Job report in QuickBooks®. She explains its significance in job costing, performance indicators, and real-time insights for contractors.
            Follow along as the conversation covers accessing the report, the differences between QuickBooks® Desktop and Online, and best practices for reviewing the report.
            Listen as Lauren emphasizes the importance of having an accounting coach to help implement and utilize this powerful tool effectively.

            Listen here:

            Key Takeaways
            • The Profit & Loss by Job report allows tagging jobs to expenses.
            • Job costing helps compare bids versus actual performance.
            • Filters can help manage overwhelming data in reports.
            • The report is helpful for month-end and project-end reviews.
            • Different roles in a company review the report for various reasons.
            • Maintaining accuracy in job tagging is crucial for data integrity.
            • Implementation of the report can lead to significant ROI.
            • Time Stamps
              • 00:00 Introduction
              • 02:06 Overview of the Profit & Loss by Job Report
              • 03:24 Benefits of Using The Report
              • 05:32 Reporting and Prime Performance Indicators
              • 10:05 Accessing the Report in QuickBooks®
              • 13:26 Incorporating into the Month-End Process
              • 15:50 Who Should Be Involved in Reviewing Reports
              • 17:08 Common Pitfalls and Best Practices
              • 19:57 Final Thoughts and Implementation Tips
              • If you or your team would like more information about QuickBooks® or other accounting-related courses, be sure to check out these BDR training classes:
                • QuickBooks® for Contractors
                • How to Read Your Profit & Loss (P&L)
                • Accounting & Office Management
                • How to Read Your Balance Sheet
                • About Lauren Woodward

                  With nearly 20 years of experience in bookkeeping, accounting, and operational management, Lauren Woodward specializes in QuickBooks®, full-cycle accounting, payroll, tax compliance, and financial reporting. As a lead accounting coach, she leverages her expertise in small business financial management and leadership to guide her team in delivering accuracy, efficiency, and client growth.

                  About the Prime Resources Podcast

                  BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

                  Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

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                  LISTEN ON SPOTIFY

                  The post How to Use the Profit & Loss by Job Report in QuickBooks® first appeared on BDR and is written by Erin Kunz.

                  23 min
                • Unlocking the Power of Multi-Channel Marketing

                  BDR


                  Unlocking the Power of Multi-Channel Marketing

                  In this episode of the Prime Resources Podcast, BXB’s Media Placement Strategist, Deb Thompson, discusses how to build and execute a multi-channel marketing strategy. She emphasizes integrating various marketing channels, understanding target audiences, and setting clear objectives.

                  Deb shares insights on the different marketing channels, the significance of consistent messaging, and the need for a well-structured lead capture system.

                  Don’t miss this insightful conversation if you want to enhance your marketing and drive better results!

                  Listen here:

                  Key Takeaways
                  • Multi-channel marketing = effectively using multiple platforms.
                  • Understanding the strengths and weaknesses of each channel is crucial.
                  • Start with clear objectives to guide your marketing strategy.
                  • Identifying your target audience is key to effective marketing.
                  • Personalization in messaging can significantly impact engagement.
                  • Lead capture systems are essential for converting interest into leads.
                  • Consistency in messaging across channels builds brand recognition.
                  • A balanced marketing portfolio includes both long-term and short-term strategies.
                  • Time Stamps
                    • 00:00 Intro and Background
                    • 02:50 What is a Multi-Channel Marketing Strategy?
                    • 06:40 Overview of Different Marketing Channels
                    • 09:10 The Importance of Understanding Your Objective
                    • 11:30 Using Multi-Channel Marketing in Recruiting
                    • 14:20 Identifying Your Target Audience for Multi-Channel
                    • 19:00 How to Tie Audiences to Strategies and Channels
                    • 25:00 Keys to Success in Multi-Channel Marketing
                    • 31:10 How to Approach ROI with Multi-Channel
                    • 34:20 Pitfalls to Be Aware Of
                    • 36:40 Final Thoughts
                    • About Deb Thompson

                      Deb Thompson is a media placement strategist for BxB Media, a BDR Company, where she helps home service companies amplify their brands through multi-channel marketing strategies. With over 30 years of experience in digital, print, broadcast, streaming, and out-of-home media, she has guided hundreds of businesses—from national brands to local enterprises—in achieving measurable growth. Her expertise is crafting data-driven campaigns that maximize platform visibility and ROI.

                      Before joining BxB Media, Deb served as vice president and general manager of a leading NBC affiliate, where she revitalized the station’s community engagement and profitability. She now combines her deep media knowledge and passion for results to empower contractors with scalable, high-impact marketing solutions.

                      About the Prime Resources Podcast

                      BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

                      Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

                      LISTEN TO MORE EPISODES
                      LISTEN ON SPOTIFY

                      The post Unlocking the Power of Multi-Channel Marketing first appeared on BDR and is written by Erin Kunz.

                      40 min
                    • Applying Organizational Design Thinking

                      BDR


                      Applying Organizational Design Thinking

                      In this BDR Prime Resources podcast episode, Head Coach Dustin Guyton discusses the importance of organizational design thinking in business. Dustin explores the definition of organizational design, its significance for business leaders, and the various structures that can be implemented.

                      This short conversation also outlines the elements of organizational design, including clarity of roles, the importance of culture, and the evaluation process. Dustin emphasizes the need for intentionality in designing an organization that aligns with the purpose of both the business and its team members, ultimately leading to greater success and fulfillment.

                      Listen here:

                      Key Takeaways
                      • Organizational design is the intentional structuring of roles and responsibilities.
                      • There are three primary organizational structures: hierarchical, flat, and matrix.
                      • Clarity of roles and responsibilities starts in the hiring process.
                      • Culture should align team members’ purpose with the business’s purpose.
                      • Evaluation of performance begins with the leader’s self-reflection.
                      • Intentionality is key in designing an organization to win.
                      • Business owners have the privilege and responsibility to impact lives through their organizations.
                      • Time Stamps
                        • 00:00 Introduction
                        • 02:16 Understanding Organizational Design
                        • 05:19 Exploring Organizational Structures
                        • 11:45 Elements of Organizational Design
                        • 16:30 Uncovering Team Members’ Purpose
                        • 20:00 Aligning Company and Team Purpose
                        • 23:15 Clarity of Roles and Responsibilities
                        • 33:15 The Evaluation Process in Organizational Design
                        • 38:55 Final Thoughts
                        • About Dustin Guyton

                          Dustin Guyton is a head coach for Business Development Resources (BDR), the premier business training and coaching provider to HVAC contractors and distributors. He has owned and operated a contracting business for over a decade, achieving an impressive revenue milestone of over $10 million. Dustin’s impact extended to coaching and corporate training, where he worked with diverse businesses, including a successful Fortune 500 company.

                          About the Prime Resources Podcast

                          BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

                          Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

                          LISTEN TO MORE EPISODES
                          LISTEN ON SPOTIFY

                          The post Applying Organizational Design Thinking first appeared on BDR and is written by Erin Kunz.

                          41 min
                        • The Art of Following-Up: How Contractors Can Unlock More Revenue Through Better Lead Conversion

                          BDR


                          The Art of Following-Up: How Contractors Can Unlock More Revenue Through Better Lead Conversion

                          In this episode of the Prime Partners Podcast, Ryan Fenn, CEO and founder of CHIIRP, discusses the importance of follow-up in business, particularly in the trades. Ryan shares his entrepreneurial journey, the significance of speed to lead, and how automation can enhance customer relationships. The conversation emphasizes the need for authenticity in marketing and the role of empathy in follow-up strategies. Ryan also highlights the tools and resources available through CHIIRP to help contractors improve their lead conversion rates and maximize their existing customer databases.

                          Listen here:

                          Key Takeaways
                          • Following up is a lost art that needs revival.
                          • Speed to lead is crucial for maximizing conversion rates.
                          • Empathy in marketing can significantly improve engagement.
                          • Video can help scale personal connections with customers.
                          • Automation allows for efficient follow-up processes.
                          • Contractors often overlook their existing customer databases.
                          • Utilizing tools like text messaging can enhance communication.
                          • Time Stamps
                            • 00:00 Introduction
                            • 06:17 The Importance of Following Up
                            • 09:06 Metrics and Benchmarks in Lead Conversion
                            • 12:07 Speed to Lead: A Critical Factor
                            • 15:17 Authenticity in Customer Interactions
                            • 19:54 Empathy in Marketing and Follow-Up Strategies
                            • 29:17 Utilizing Automation for Effective Communication
                            • 33:03 About CHIIRP
                            • 36:33 Final Thoughts
                            • About Ryan Fenn

                              Ryan Fenn achieved seven-figure success by using text messaging and automation in his sales process, leading him to create CHIIRP to help other businesses achieve similar results. Passionate about automation’s impact on his career, he now focuses on helping service companies implement revenue-generating automation at every customer journey stage. As a husband, proud father of four, and entrepreneur, Ryan has helped over 1,000 companies of all sizes, from $100k to nine-figure businesses, implement marketing automation strategies.

                              Contact Information

                              CHIIRP

                              • LinkedIn

                              [email protected]
                              1-801-806-4808
                              Time Zone: MT

                              About the Prime Partners Podcast

                              BDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Marketing Manager. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

                              In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

                              Each episode features a BDR partner company or client who shares ways you can drive your company forward.

                              Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, or go to: https://www.bdrco.com/partners/

                              LISTEN TO MORE EPISODES
                              LISTEN ON SPOTIFY

                              The post The Art of Following-Up: How Contractors Can Unlock More Revenue Through Better Lead Conversion first appeared on BDR and is written by Erin Kunz.

                              41 min
                            • Building Interest in the Trades

                              BDR


                              Building Interest in the Trades

                              In this episode of the Prime Resources Podcast, Jon Hirsch from Auer Steel & Heating Supply Co. discusses the importance of building interest in the trades, particularly HVAC, among young people. He shares insights on the industry’s challenges in recruiting new talent, his innovative outreach strategies, and the need for collaboration between contractors and educational institutions to create a sustainable pipeline of skilled workers. Jon emphasizes the potential for a rewarding trade career and encourages industry professionals to engage with the next generation.

                              Listen here:

                              Key Takeaways

                              • Building interest in the trades is essential for industry survival.
                              • Engaging young people requires innovative and hands-on approaches.
                              • The HVAC industry is often unknown to students and parents.
                              • Technical educators are key allies in recruitment.
                              • Creating a pipeline for talent is crucial for future success.
                              • Every industry professional can contribute to solving the labor shortage.
                              • Implementing Online Scheduling Time Stamps

                                • 00:00 Introduction
                                • 04:19 The Importance of Workforce Development
                                • 07:10 Challenges in Recruiting for the Trades
                                • 13:11 Engaging with Schools and Students
                                • 16:13 Building Relationships with Educators
                                • 19:07 Success Stories in Trade Education
                                • 25:13 Advice for Getting Started in Outreach
                                • 28:14 Final Thoughts
                                • About Jon Hirsch

                                  Jon Hirsch has a diverse work experience in the HVAC industry. His career began in 1985 as a district sales manager for Aprilaire, where he excelled in driving sales growth. Jon then joined Indiana Supply Corporation in various roles, including Tempstar product and sales manager, supplies sales and marketing manager, and branch manager, continuing his career at Auer Steel & Heating Supply Co. Inc., holding positions such as senior product manager, director of sales and marketing – Wisconsin, and director of marketing.
                                  Since 2015, Jon has been the director of business development for Auer Steel & Heating Supply Company Inc. Overall, he has demonstrated his sales, marketing, and management expertise throughout his trade career.
                                  From 1979 to 1985, Jon attended the University of Wisconsin-Platteville, where he pursued a Bachelor of Science in Business Administration with an emphasis in Marketing & Management. Jon’s field of study focused on business, management, marketing, and related support services.

                                  About the Prime Resources Podcast

                                  BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

                                  Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

                                  LISTEN TO MORE EPISODES
                                  LISTEN ON SPOTIFY

                                  The post Building Interest in the Trades first appeared on BDR and is written by Erin Kunz.

                                  41 min
                                • Implementing Online Scheduling

                                  BDR


                                  Implementing Online Scheduling

                                  In this episode of the Prime Resources Podcast, BxB Media Lead Marketing Coach Justin Ebright discusses the significance of online scheduling in today’s consumer landscape, emphasizing its transition from a luxury to a necessity. He explores the user experience, business opportunities, and the challenges faced during implementation.

                                  Justin shares the importance of analyzing the scheduling process, the role of AI, and the need for effective vendor selection. Discover how to take the first step in online scheduling to maximize opportunities for your home service business!

                                  Listen here:

                                  Key Takeaways

                                  • Online scheduling is now a necessity for businesses.
                                • Consumers prefer scheduling appointments on their own time.
                                • The user experience is crucial for successful online scheduling.
                                • Reducing the number of steps in the scheduling process can improve conversion rates.
                                • AI is becoming an integral part of online scheduling solutions.
                                • Choosing the right vendor is essential for successful implementation.
                                • Businesses should prepare their backend processes before adopting online scheduling.
                                • Testing different approaches can help optimize scheduling systems.
                                • Implementing Online Scheduling Time Stamps

                                  • 00:00 Introduction to Online Scheduling
                                • 05:58 Opportunities and User Experience in Online Scheduling
                                • 12:07 Analyzing the Scheduling Process and Conversion Rates
                                • 18:01 Vendor Selection and Relationship Building
                                • 24:02 Final Thoughts and Future of Online Scheduling
                                • About Justin Ebright

                                  Justin Ebright has been in the marketing arena for over 36 years. His ongoing expertise rests in client relationship building and retention, the teaching and education of marketing concepts to prospects and clients, and training marketing managers and their teams to identify marketing portfolios that work. Justin has helped build multiple micro-digital and traditional marketing agencies across the country. He was the president & CEO for 15 years of his first built agency before joining BxB Media in 2021. Since joining BxB, Justin has played a large part in their growth as a lead coach, mentor, and one of the founding members of the CHIIRP team.

                                  About the Prime Resources Podcast

                                  BDR’s Prime Resources Podcast host, Matt MacArthur, is senior vice president of training & marketing. Having worked in the industry for over two decades, he continually works with BDR’s trainers to improve training materials and class delivery. He leads the marketing department in developing marketing tools for BDR’s 50+ business training classes and coaching services, including the Profit Coach program.

                                  Each episode of Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results, with ‘Prime’ being the most flourishing stage or state.

                                  LISTEN TO MORE EPISODES
                                  LISTEN ON SPOTIFY

                                  The post Implementing Online Scheduling first appeared on BDR and is written by Erin Kunz.

                                  33 min