Creating a Winning Plan: Budgeting, Branding, and Retention Strategies with Margot Shaffer & Jeff Wright

In this episode of Around the Campfire, Megan sits down with Jeff Wright and Margot Schaffer from Nexstar to talk smart budgeting and brand strategy for home service businesses heading into 2025. They share why a budget should be more than numbers—it should tell your company’s story. Discover practical tips for maximizing customer retention, aligning marketing and operations, and leveraging existing customers to grow without overspending.

Planning your 2025 budget? Don’t miss this insightful conversation!

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Things to listen for:

• The Power of Brand Awareness – Discover why brand recognition is crucial for customer retention and how it can guide your marketing spend.
• Customer Retention Tactics – Get insights on retention strategies that reduce acquisition costs and drive profitability.
• Aligning Marketing and Operations – Find out how breaking down silos between departments ensures a seamless customer experience.
• Multi-Trade and Cross-Selling Opportunities – Hear tips on leveraging multi-trade services to maximize revenue from existing customers.