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

Welcome to the Service Business Tersh Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Patrick Lange from Business Modification Group.  Patrick, an expert in business valuations and sales, provides useful and actionable insights on how to maximize your business's value. Patrick is not only knowledgeable in business valuation but also actively engages on multiple platforms like YouTube, LinkedIn, and Facebook, where his mission is to educate people for free on how to raise the value of your business if your intention is to sell it.  He has been guiding many businesses into improving their worth, with successful stories that showcase significant increases in dollar figures. Business Modification Group proposes The Best HVAC Companies for Sale. Their Proactive, Experienced HVAC Brokers Consistently Sell a Record Number of Heating, Air and Plumbing Companies Nationwide. During our conversation, here's what you can expect to learn: The importance of understanding your business's current worth. Steps to raise the value of your service business. Real-world success stories that exemplify the transformation possible with the right guidance. Why it's essential to seek a valuation, even if you're not selling immediately. The role of technology in enhancing business worth and sales. How simple products and services can mean a world of difference when selling your business Patrick's straightforward and genuine approach, combined with his vast experience, brings a unique perspective to the table. He offers simple, actionable steps that, while common for him, can make a world of difference for many business owners. We particularly enjoyed how Patrick teaches you about business and the broader importance of knowing what you are optimizing for.  If you enjoy the episode, please don’t hesitate to leave us a review (5 start preferably ;)) Links & References: Patrick Lange on LinkedIn: LinkedIn Profile Business Modification Group: Website Patrick on Youtube: Youtube Channel This episode is kindly sponsored by: Sera (visit their website) UpFrog (visit their website) CompanyCam (visit their website) Connect with us!  Tersh Blisset on LinkedIn: Tersh’s Profile Josh Crouch on LinkedIn: Josh’s Profile  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic - https://get.castmagic.io/SBM StreamYard - https://streamyard.com/pal/c/4524595769507840 CallRail - https://partners.callrail.com/relentless-digital IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we are joined by Patrick Lange from the Business Modification Group.  Patrick, an expert in business valuations and sales, provides useful and actionable insights on maximising your business's value. Patrick is not only knowledgeable in business valuation but also actively engages on multiple platforms like YouTube, LinkedIn, and Facebook, where his mission is to educate people for free on how to raise the value of your business if you intend to sell it.  He has been guiding many businesses into improving their worth, with successful stories showcasing significant dollar figures increases. Business Modification Group proposes The Best HVAC Companies for Sale. Their Proactive, Experienced HVAC Brokers Consistently Sell a Record Number of Heating, Air and Plumbing Companies Nationwide. During our conversation, here's what you can expect to learn: The importance of understanding your business's current worth. Steps to raise the value of your service business. Real-world success stories that exemplify the transformation possible with the right guidance. Why it's essential to seek a valuation, even if you're not selling immediately. The role of technology in enhancing business worth and sales. How simple products and services can mean a world of difference when selling your business? Patrick's straightforward and genuine approach, combined with his vast experience, brings a unique perspective to the table. He offers simple, actionable steps that, while common for him, can make a world of difference for many business owners. We particularly enjoyed how Patrick teaches you about business and the broader importance of knowing what you are optimizing for.  If you enjoy the episode, please don’t hesitate to leave us a review (5 start preferably😉) Links & References: Patrick Lange on LinkedIn: LinkedIn Profile Business Modification Group: Website This episode is kindly sponsored by: Sera (visit their website) UpFrog (visit their website) CompanyCam (visit their website) Connect with us!  Tersh Blisset on LinkedIn: Tersh’s Profile Josh Crouch on LinkedIn: Josh’s Profile  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic - https://get.castmagic.io/SBM StreamYard - https://streamyard.com/pal/c/4524595769507840 CallRail - https://partners.callrail.com/relentless-digital IfTTT- 10 Percent off!

Have you ever wondered how a creatively branded service vehicle can create a massive impact on your small business's visibility and growth? In the current age of digital marketing dominance, we're shifting our focus to a traditional yet remarkably effective marketing method that can generate immense recognition for skilled trades businesses, HVAC companies, and the plumbing industry. CJ Stratte, the brilliant and dynamic CEO of On The Move Trucks, a nationwide truck leasing company, joins us in today's episode of the Service Business Mastery Podcast, to teach us more! CJ, an expert in brand marketing, oversees a company that helps primarily HVAC and plumbing businesses, transforms ordinary service vans into eye-catching moving billboards for their brands. This episode is packed with exciting insights into the power of physical mobile advertising, and how even a single leased van could significantly boost your brand’s visibility. Key actionable takeaways for skilled trades businesses include:  Firstly, not underestimating the value of traditional marketing methods such as branded service vehicles. Second, the importance of creating engaging, telling visuals on service trucks. The potential of truck fleets as moving billboards and driving brand recognition. Lastly, to explore On The Move Trucks’ services, from leasing to custom wraps, as ain important resource for your business. So buckle up and prepare for an intriguing ride into the world of truck leasing and unique marketing strategies–the road to enhanced brand visibility starts here!    SHOW NOTES [00:04] Intro + Tersh’s Experience with Sign Branding Promo for Service Emperor [03:21] Sponsor Details [07:24] Who is “On the Move Trucks”? [08:00]  CJ's Business Experience [11:37] Business Impressions Per Mile [11: 53] “Old School” Word of Mouth Marketing [15:40] On The Move's Truck Leasing Program [21:02] “New School” QR Code Marketing  [24:11] Display Your Trucks! [26:09] Best Practices for Truck Promo [29:40] Various truck options. Contact Them for inventory. Resources And People Mentioned: Connect With Spencer on LinkedIn Here! Or check out his book’s website: entreprenumbers.com.  This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Interplay Learning (visit their website) - Join the Service Business Mastery Facebook group Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze  --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

If you are passionate about your skilled trades service business but struggle to see it grow, or if you're simply curious about running a successful service enterprise, this episode of the Service Business Mastery Podcast is for you! In this episode, "Accounting Doesn't Have to Suck," hosts Tersh Blisset and Joshua Crouch engage with guest Spencer Sheinin, CEO and Founder of Shift Financial Insights, in a deep dive into the world of accounting, and how as daunting as it may appear, it doesn't have to suck! They explore hiring problems often faced by small and medium-sized businesses and how hiring the wrong person for accounting can result in lost opportunities. They discuss the role of AI in bookkeeping, financial analysis, and how it may not necessarily be the ideal option for smaller businesses with unique scenarios.  Tersh, Josh, and Spencer inspire others with their personal stories of business finance, including Spencer's transformative shift in mindset towards numbers. If you've ever been overwhelmed by financial statements, Spencer's take on using data visualization techniques for better understanding and data interpretation is a game-changer. Also, make sure to look out for the invaluable advice from Sheinin's book, "Entreprenumbers," of which we are giving away copies after the interview. It's an absolute must-read for entrepreneurs looking to demystify their financials and gain the knowledge to make effective business decisions.  This episode is full of insights, practical advice, and money-saving tips for anyone in a service business. Don't miss out! SHOW NOTES 01:59 Justin hosts giveaway and offers script for success. 04:11 Copeland offers valuable compressor diagnostics training. 08:58 Struggling to keep up, correcting formulas, light bulb moment. 12:20 Not a certified accountant. HVAC career started accidentally. 14:14 Accounting department struggles due to inadequate staffing. 17:15 Financials are backwards looking, but budgets and cash flows can be forward looking. Looking backwards helps identify what's not working and the root causes. The 80 20 rule applies to most problems. Understanding the right information helps identify issues like a 3% decrease in average margin. 20:14 AI accounting benefits big companies, not small. 24:16 Increase sales, decrease costs, analyze divisions. 26:01 Forward vs. backward analysis in HVAC operations. 30:46 Managing labor is crucial in every industry, particularly this industry. Analyzing labor as a percentage of sales can indicate if it's going in the wrong direction. Our brains process information visually, so financial information should be presented in pictures instead of letters and numbers. For example, when determining the current percentage of receivables, the accounts receivable aging report is commonly used. 34:27 Book version of tips/tools for implementation. 36:38 Great ideas shared with like-minded business coaches. 39:22 Impressive intro video. Tersh's amazing shoes. Resources And People Mentioned: Connect With Spencer on LinkedIn Here! Or check out his book’s website via entreprenumbers.com.  This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Interplay Learning (visit their website) - Join the Service Business Mastery Facebook group Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Are outdated practices holding back the HVAC industry from reaching its full potential?   In this episode of Service Business Mastery, hosts Tersh Blisset and Joshua Crouch delve deep into the world of HVAC maintenance and how cutting-edge technology is reshaping the customer experience and the growth of HVAC businesses. We have the pleasure of welcoming Ben Reed and Brian Feenie from Measure Quick, a leading software solution for HVAC professionals.   Ben and Brian have a combined experience of over 40 years in the home services and HVAC industries. They are passionate advocates for using technology to drive efficiency and enhance customer interactions. Are you eager to explore how technology can revolutionize the HVAC maintenance industry? If so, this episode of the Service Business Mastery Podcast is a must-listen! SHOW NOTES   Here's a breakdown of what you can expect in this episode:   - [0:00] - Introduction: Tersh and Joshua set the stage for the episode, highlighting the importance of Measure Quick in the HVAC industry.   - [2:15] - MeasureQuick: The hosts discuss how the Measure Quick app helps junior technicians gather crucial information and data for clients.   - [4:30] - Shoutouts to Podcast Partners: Sera, Upfrog, CompanyCam, Copeland, and Interplay Learning are acknowledged as valuable supporters of the podcast.   - [5:45] - Upcoming SBM Content: The hosts tease future episodes and upcoming guests, including Billy from Billy Go and representatives from Copeland Compressors.   - [7:15] - Guests’ Self Introduction: Brian and Ben from Measure Quick introduce themselves, sharing their extensive experience in the home services and HVAC industries, as well as their passion for using technology to improve the industry.   - [9:30] - HVAC Business Challenges: The hosts and guests delve into the challenges faced by technicians in convincing business owners to invest in Measure Quick and adopt technology solutions.   - [12:15] - The HVAC industry's struggles: misaligned incentives and perspectives are explored, along with the prioritization of homeowners' expenses and the need for thorough maintenance checks.   - [15:45] - Industry Assumptions: The hosts and guests shed light on old habits and assumptions that hinder progress in the industry and emphasize the value of technology in improving maintenance contracts.   - [19:00] -Full Stack HVAC:  This concept is introduced as a way to address gaps in business operations and optimize efficiency, with a focus on standardization, customer value, and company valuation.   - [22:00] - Trust:  The importance of trust in increasing revenue and conveying value to customers in the absence of face-to-face interactions is discussed, along with the affordability and benefits of using Measure Quick.   - [25:30] - Guest Announcements: Guests Brian and Ben share upcoming announcements and improvements to the Measure Quick app, as well as their openness to feedback from listeners.   - [29:15] - Episode Conclusion: The hosts express their gratitude to the guests and tease future episodes, encouraging listeners to stay tuned for more valuable content.   If you're looking to level up your skilled trades service business, gain insights into home service businesses, or simply expand your knowledge in the field, this episode is a must-listen. Tune in to the Service Business Mastery Podcast and unlock the truth about HVAC maintenance! Resources And People Mentioned:   This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website)  - Interplay Learning (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Affiliate links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze    --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

For many service businesses, marketing can feel like throwing random things at a wall and seeing what sticks. Sometimes, you get lucky. But in the ever-shifting landscape of new Google algorithms and increasingly tech-savvy competitors, luck isn’t gonna cut it.   That’s why the best marketing is data-driven marketing.   In this episode, we learn how to think more like data scientists when it comes to our marketing by speaking with Carole Lawson, bonafide data scientist and Chief Data Officer, and Rick B., CEO at MarketStorm, the company that’s delivering better marketing outcomes for its clients through data science.   SHOW NOTES - Intro [0:00] - Introducing Carole Lawson and Rick B. [9:48]  - The truth about keywords [13:49]  - Optimizing your content like a data scientist [16:28] - Learning from the language your customers use [20:36] - Data science and hiring [27:17] - How misinterpreting data can backfire [30:52] - Targeting specific audiences [46:00] Resources And People Mentioned: This episode is kindly sponsored by: - Sera (visit their website)  - UpFrog (visit their website) - Copeland (visit their website). This should be copeland.com - CompanyCam (visit their website) - Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! - Join the Service Business Mastery Facebook group - Visit our website: https://www.servicebusinessmastery.com Affiliate Links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

The journey from technician to entrepreneur is fraught with risk — but as those who have successfully walked the path will tell you: with big risks come big rewards. In this episode, we speak with someone who has successfully walked the entrepreneurial path many times: Brian Will, Best-Selling Author and Business Consultant at Brian Will Media. Brian shares the secrets to scaling your business, from hiring to negotiating to checking your ego at the door — and everything in between. SHOW NOTES - Introduction and the problem with BLTs [0:00] - Introducing Brian Will [9:48]  - The problem with relying too heavily on one client [12:27]  - Why every day in business must end with “why?” [18:18] - The difference between an entrepreneur and a manager [22:56 - Why entrepreneurs should take Elon Musk’s advice with a grain of salt [31:34]   Resources And People Mentioned: This episode is kindly sponsored by: - Sera (visit their website)  - UpFrog (visit their website) - Copeland (visit their website). This should be copeland.com - CompanyCam (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com   Affiliate links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Every technician knows the power of that on-the-job “aha” moment — when it finally clicks and training goes from theoretical to practical. What if your technicians could have that “aha” moment before they ever even leave for the job? In this episode, Ken Midgett, Plumbing Market Director, and Dan Clapper, HVAC Market Director, of Interplay Learning, join the show to share the exciting ways VR learning is making it easier for your techs to gain the skills needed to thrive in today’s service business landscape.   SHOW NOTES - The benefits of remote training [0:00] - How virtual reality helps build competence before the job ever starts  [9:26]  - How VR fits into plumbing training  [14:22]  - How to take your training beyond “herding cats” [19:09] - Training technicians for job success [25:05]   This episode is kindly sponsored by: - Sera (visit their website)  - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website) - Interplay Learning (visit their website) Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com   Affiliate links: - Castmagic - https://get.castmagic.io/SBM  - StreamYard - https://streamyard.com/pal/c/4524595769507840 - CallRail - https://partners.callrail.com/relentless-digital  - IfTTT- 10 Percent off!  - https://ifttt.com/join?referral_code=BoERPHYVbCFE-C7okWNiClo3ygLafRze --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

Is the traditional way of doing business becoming obsolete in the modern era? In this episode, Tersh Blisset and Joshua Crouch explore the changing landscape of service businesses, specifically in the HVAC and plumbing industry, and discuss how businesses can adapt to the new era of business. Our guests for this Service Business Mastery episode are our sponsors, Justin Riley + Noah Carter, the co-founders of Upfrog, a company that provides innovative solutions for service businesses. We have invited them to share their expertise and insights on navigating the evolving business landscape through innovative tech and sales strategies.  Did you know that Upfrog helped generate over $1 million in revenue for their clients last year? This impressive statistic showcases the impact their strategies can have on service businesses. In this episode, Justin +  shares actionable tips and strategies that service businesses can implement to thrive in the ever-changing business environment.   From lead generation and communication strategies to training and coaching, we cover it all: - Noah shares his personal experience with running a successful service business. - We discuss the challenges service businesses face in the current uncertain climate. - The importance of striking the right tone in marketing and customer communication. - We explore the potential of emerging technologies, such as Chat GPT, and how they can be harnessed for business growth. - How Upfrog has helped service businesses launch successful campaigns and fill their calendars. - Integrating the Upfrog platform with Service Titan for efficient customer tracking and nurturing. - Justin + Noah provides key takeaways for HVAC, plumbing, and service businesses to adapt and thrive in the new era of business.   Key actionable takeaways: - Prioritize practical results and fundamental strategies over extravagant tactics. - Use platforms, like Upfrog, that integrate platforms like Service Titan for efficient customer tracking and nurturing. - Strive for effective communication and marketing strategies that resonate with customers. - Embrace emerging technologies, such as Chat GPT, to stay ahead and provide innovative solutions.   Join us in this episode as we explore the changing landscape of service businesses and discover how you can adapt to thrive in the new era of business. Don't miss out on valuable insights from Justin Riley and Noah Carter from Upfrog, and the actionable takeaways that can transform your HVAC, plumbing, or service business. This episode is kindly sponsored by:– Sera (visit their website)– UpFrog (visit their website)– Copeland (visit their website).– CompanyCam (visit their website)  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support

In this episode of the Service Business Mastery podcast, host Tersh Blisset is joined by guest Rick Bergman for an engaging discussion on innovative techniques to grow your business. Despite Joshua being absent due to a speaking engagement, the conversation flows seamlessly as they dive into various topics that are crucial for service business owners, managers, and technicians. One of the key highlights of this episode is the importance of utilizing technology to streamline operations and stay ahead of the competition. Rick Bergman shares his insights on tools such as Chat GPT and STORYBRAND, which can revolutionize the way you communicate with your audience and market your services. They explore the power of AI-generated content and the benefits it can bring to crafting effective messaging for your business. The episode also delves into the significance of storytelling in business. Rick emphasizes the role of understanding your customer and creating a customer persona to guide your marketing strategies. They discuss how storytelling has been used for centuries as a powerful tool to captivate and engage audiences, and share practical tips on how to leverage storytelling techniques to make your business stand out. Throughout the episode, Rick Bergman's expertise and insights shine, making this episode a must-listen for service business owners looking to innovate and grow. From leveraging technology to crafting compelling stories, this conversation offers valuable strategies and ideas to boost your business to new heights. Don't miss out on this enlightening episode of the Service Business Mastery podcast with Rick Bergman.   This episode is kindly sponsored by: - Sera (visit their website) - UpFrog (visit their website) - Copeland (visit their website). - CompanyCam (visit their website)  Visit www.companycam.com/SBM and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months! Join the Service Business Mastery Facebook group   Visit our website: https://www.servicebusinessmastery.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message Support this podcast: https://podcasters.spotify.com/pod/show/tershblissett/support