Owned and Operated - A Plumbing, Electrical, and HVAC Business Growth Podcast

Discover how to streamline operations in HVAC, plumbing, and electrical businesses with effective SOPs. Learn the importance of accountability and structured communication to manage multi-department processes. Gain insights on optimizing technician efficiency and improving customer service through automation. Explore the financial implications of collections and the necessity of regular audits. Unlock the keys to mitigating legal risks and enhancing overall business health for sustainable growth.

John and Jack dive into smart sales strategies that keep HVAC businesses thriving, even during slow months. They highlight innovative discounting techniques and the power of inside sales to boost profits. The duo shares insights on how technology, like automating follow-ups, can streamline operations and enhance customer engagement. Reflecting on past successes, they emphasize the importance of data-driven approaches and strategic planning for sustained growth. There’s also a lively discussion on upcoming workshops and the excitement surrounding new business initiatives.

Discover powerful outbound strategies to keep your service board thriving. Innovations like multi-channel marketing and smart software, such as Hatch, are key to boosting demand and productivity. Hear tips on navigating slow seasons and the importance of clear messaging in direct mail campaigns. The speakers share creative strategies for effective lead generation in the HVAC and plumbing sectors. Plus, gain insights on managing expectations and building a strong company culture focused on lead generation and sales.

Paul Reed, a roofing industry mogul, shares his transformative journey from a local player to the head of a multi-million dollar operation. He delves into the revival of Northwest Roofing and the essential strategies for scaling in a competitive market. Reed discusses the shift toward higher professionalism in sales roles and the impact of storm-related projects on business dynamics. He also highlights the benefits of focusing on commercial roofing for profitability and offers invaluable insights for aspiring entrepreneurs navigating the evolving roofing landscape.

Jamie Smith, VP of Marketing at Modernize, joins us to break down the secret to finding the best leads for your home service business.We tackle the big question: Are lead aggregators worth it? Jamie explains why Modernize isn’t just another lead aggregator but a smarter way to generate high-quality leads using data-driven strategies.If you want to stop wasting money on bad leads and start closing more jobs, this episode is for you.Special Thanks to ModernizeWe’ve been using Modernize them for our water quality leads, and it’s been smooth sailing from day one.  If you’re serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewformEpisode Hosts: 🎤John Wilson: @WilsonCompanies on XJack Carr: @TheHVACJack on XEpisode Guest:Jamie Smith on Linked In: https://www.linkedin.com/in/jamiesmithaustin/Send Us Mail!Contact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

Anand Subbaraj, the former Head of Product at Microsoft and now the visionary founder of Zuper, shares his transition from big tech to entrepreneurship. He dives into the challenges of launching Zuper, a transformative field service platform, emphasizing the importance of adaptability and passion. Anand discusses the practical integration of AI to streamline dispatch operations, enhance customer experiences, and boost overall efficiency for tradespeople. He underscores the need for customer-centric approaches and fostering reliable partnerships in the industry.

Tyson Chen, from Avoca AI, is transforming home service call centers with innovative AI solutions. He shares insights on the revolutionary impact of tools like 'Coach' and 'Responder', which enhance customer service and significantly boost booking rates. The discussion also delves into the hurdles of integrating AI into traditional call centers, balancing automation with the human touch. Plus, Tyson highlights the competitive advantages AI adoption offers, empowering businesses to drive more calls and improve overall efficiency.

Kelly Roberts, CEO of Moss Heating and Cooling, shares her inspiring journey from college dropout to leading a $15 million HVAC business. She discusses overcoming significant financial challenges and how strategic partnerships have propelled company growth. Kelly delves into the complexities of managing dual companies while emphasizing the importance of employee ownership and brand recognition. She also highlights creative marketing strategies, the unique HVAC challenges in the sunbelt, and her commitment to empowering women in the construction industry.

Discover the secrets to a winning sales process from an industry leader! Explore how to identify ideal customers while leveraging data-driven strategies. Learn about the evolution of lead management and the impact of technology on customer interactions. Unpack challenges faced by HVAC companies in pipeline management and the essential role of dedicated sales teams. Navigate the cultural shifts needed to enhance sales effectiveness and discover how to optimize your outreach for better engagement!

Jake Cronin discusses how AI technology is reshaping sales training by analyzing in-person interactions. He shares insights from his journey in transforming sales coaching and highlights the challenges salespeople face today. The conversation also touches on the integration of HVAC and plumbing services, and the necessity of structured feedback mechanisms. Additionally, listeners receive practical advice on commitment and resilience in entrepreneurship, emphasizing support from the community while navigating business growth.