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

Tersh Blissett & Josh Crouch
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9 snips
Jun 25, 2025 • 51min

Why Trade Business Founders Fail to Scale and How EOS Fixes Leadership Gaps with Eric McGrath

In this engaging discussion, Eric McGrath, a leadership coach and EOS Implementer, shares insights on overcoming scaling barriers in trade businesses. He emphasizes how the Entrepreneurial Operating System (EOS) fosters structure and clarity. Topics include the significance of emotional intelligence in leadership, the benefits of one-on-one check-ins for building trust, and the importance of psychological safety in teams. Eric also highlights that self-growth and effective meeting strategies are integral to long-term success.
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Jun 18, 2025 • 38min

How One CEO Turned Harsh Feedback into a $6M Growth Exit using MAP Systems with Michael Caito

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 the Service Business Mastery podcast, host Tersh Blissett talks with Michael Caito, CEO of Map Consulting, an Active Member of EO and YPO and Former Co-Founder of Restaurants on the Run. They discuss Michael’s journey from entrepreneur to CEO and how he grew his business by focusing on disciplined leadership and goal setting. Michael shares how creating strong routines, building a reliable team, and continuous learning helped him scale his company. He also explains how coaching and accountability were key to improving leadership skills and ensuring long-term business success. This conversation focuses on Michael Caito's journey from entrepreneur to CEO. Michael shares how disciplined leadership and goal setting were key to his growth. He explains how building strong routines, creating accountability, and focusing on continuous learning helped him scale his business. The discussion highlights the importance of a solid team and structured leadership for long-term success and stability in business. In this episode, here's what you can expect to learn:  How to Transition from Entrepreneur to CEO: Michael explains how focused leadership and goal setting helped him grow his business. Why Strong Routines Lead to Success: Learn how building clear habits and accountability can improve leadership and stability. Using Leadership for Growth: Michael shares how disciplined leadership and team building lead to long-term success. Building a Solid Team: Hear how creating a strong team and setting clear expectations drive business growth. Growing Through Learning: Understand why continuous learning and coaching are essential for becoming a better leader and scaling your business. Timestamps ⏰ 00:00 - Episode Recap 03:32 - Meet Michael Caito, CEO of Map Consulting 05:00 - Transitioning from Entrepreneur to CEO 05:48 - Building Disciplined Leadership for Business Success 09:09 - Setting Clear Goals to Drive Growth 14:25 - The Importance of Building a Reliable Team 15:50 - Why You Should Keep Growing Even During a Business Sale 18:38 - How Accountability and Goal Setting Lead to Long-Term Growth 20:18 - How Strong Leadership Drives Team Performance 23:47 - Becoming a CEO-Level Leader: Key Takeaways 26:27 - The Six Key Functions Every Entrepreneur Must Master to Become a CEO 33:05 - Two Overlooked Keys to Business Growth: KPIs and Manager Training 35:58 - Final Thoughts, Resources, and How to Connect with Michael Caito If you enjoyed this chat with Eric McGrath, please leave us a review (5 stars would mean a lot 😉). Links & References: LinkedIn:  Michael Caito MAP Entrepreneurs'​ Organization YPO Restaurants on the Run Website:  MAP YPO Entrepreneurs'​ Organization 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
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Jun 11, 2025 • 1h 10min

Warranty Strategy for HVAC Contractors to Build Wealth, Cut Risk & Boost Exit Value with Jacob & Wil

Join Jacob Gee, CFO of Gee Heating and Air, and Wil Kinsey, Director of Sales at Conduit WC, as they dive into the world of HVAC warranties. They reveal how innovative warranty programs can significantly increase profits and reduce risks for contractors. Listen in as they discuss how simple warranty plans can enhance customer trust and financial stability. They also explore the balance between managing costs and maximizing profits, emphasizing the importance of clear goals and peace of mind for steady business growth.
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Jun 4, 2025 • 56min

The Service Business Strategy to Hit $137M in Sales with No Branding or Fluff with Justin Riley

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 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:  How UpFrog Helps HVAC Businesses Grow: Justin shares how UpFrog uses online pricing and smart ads to drive more sales and better leads. Why Timing and Simplicity Matter: Learn how knowing when customers are ready to buy and offering simple installs can improve results. Using Data to Make Smart Moves: Justin explains how tracking lead behavior and follow-up rates helps businesses grow smarter. Boosting Customer Experience: Hear how avoiding complex installs and focusing on clear communication keeps customers happy. 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
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May 28, 2025 • 1h 6min

How Entrepreneurs Fix Burnout & Libido Loss using Testosterone & Peptides - Dr Adam & Paul Bakhtiar

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:  Why Health Gets Ignored: How stress and busy lives lead business owners to feel tired and out of shape. How Hormone Help Works: Learn how simple tests and treatment can boost energy, mood, and focus. The Power of Peptides: Find out how peptides support recovery, sleep, and brain clarity. Making Smart Health Changes: Hear how eating better, moving more, and tracking progress can improve life. 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
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May 21, 2025 • 41min

AI Call Tracking for Contractors to Maximize Marketing ROI with CallRail Tools – Nick Jascomb

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:  How CallRail Helps Businesses Grow: Nick explains how CallRail’s tools track calls and improve marketing performance. Why AI Insights Matter: Learn how AI-powered summaries help identify quality leads and boost follow-up. Making Data-Driven Decisions: Nick shares tips on using data to make smarter marketing choices. Improving Customer Experience: Hear why tracking call behavior helps businesses provide better service. 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
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May 14, 2025 • 59min

Using TikTok to Attract Customers For HVAC and Plumbing Businesses with Jen McKee

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:  How One Client Changed Everything: Jen’s first plumbing client helped spark her journey into marketing for the trades. Simple Videos Win Big: Learn why natural, real videos perform better than polished, fancy ones. Mastering TikTok’s Algorithm: Jen shares tips on reaching the right audience with strong hooks and stories. Growing by Testing Content: Hear why trying different ideas helps find what works best online. 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
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7 snips
May 7, 2025 • 42min

How most home service businesses are misled by CPAs with Kristen Deese

Kristen Deese, a Chief Financial Officer at The Virtual CFO for the Trades and co-owner of Paradise Home Services, shares valuable insights about financial management for home service businesses. She discusses the critical difference between CPAs and CFOs, highlighting how understanding your numbers can transform profitability. Kristen emphasizes proactive cash flow management, the importance of training teams on KPIs, and the need for clear financial reports. Her practical advice empowers business owners to build confidence and foster sustainable growth.
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Apr 30, 2025 • 23min

HVAC Hiring & Leadership Tactics That Built a 90% Retention Rate & Leveraged AI - Dustin Van Orman

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:  How a Childhood Hobby Sparked a Career: Dustin’s love for fixing things led him into HVAC and business. Keeping Great Employees: Learn how weekly leadership training helps keep 90% of staff. Smart Private Equity Choices: Dustin shares how to choose the right deal without losing your values. From Tech to Business Leader: Hear Dustin’s story of learning by doing and growing along the way. 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
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Apr 23, 2025 • 47min

How ChatGPT and Other AIs Are Changing SEO Forever with Mike Venidis

Mike Venidis, Chief Experience Officer at RYNO Strategic Solutions, shares his inspiring journey from overcoming trauma to leading in digital marketing. He discusses the game-changing impact of AI on SEO and how businesses can leverage these tools for greater visibility. Trust and reputation management are highlighted as critical components for success in the digital realm. Listeners gain actionable insights on adapting to technology, creating authentic connections, and navigating the evolving landscape of online marketing.

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