Toolbox for the Trades

Marcia Barnes feels the way companies have been buying marketing and the way agencies sell marketing is broken.She identified an opportunity to reorient this challenge by getting customers to look at the math before investing in marketing. With a solid data-driven foundation, people can see the results, know they’re growing profitably, and have the power of their marketing dollar back.The CEO and Founder of Valve+Meter Performance Marketing stops by to talk about her entrepreneurial journey, shares some great marketing tips, and highlights the importance of understanding your target audience and having a good website.Join us as we discuss:[04:28] The marketing activities of successful home service companies[07:47] Why having a good website is important[17:52] Three marketing KPIs to see the health of a businessCheck out these resources we mentioned during the podcast:Valve+Meter Performance MarketingHere We Grow: The Marketing Formula to 10x Your Business and Transform Your FutureServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Phillip Filaski believes leading by example is the key to being successful in sales. You need to be good at listening to prospects, ask the right questions, provide a consultative approach, and know how to handle objections professionally.He also believes in working hard, having a disciplined lifestyle, and having the right mindset that prepares you for success and enables you to bounce back from adversities.The Sales Supervisor at Lee’s Air stops by to talk about how he supports and coaches his team, his winning sales methodology, how he handles objections, and how he stays motivated when facing rejections.Join us as we discuss:[05:00] Phil’s secret to success in closing sales[13:13] How Phil trains his team and his sales methodology [23:16] The most common sales objections and how to handle themCheck out these resources we mentioned during the podcast:Lee’s AirServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Join us as we chat with some of the “Titans of the Trades” at Pantheon 2024!For companies in the trades to be successful and grow, it’s important to have good leadership in place that leads the charge. They need to lead by example, push themselves out of their comfort zones, and do things that are scary in order to scale their business.It starts by having the right mindset, having the right people, instilling a winning culture amongst team members, and getting everyone on board with your vision.Our guests stop by the ServiceTitan booth to chat with us about what keeps them coming back to Pantheon and how they help lead the charge in their businesses.Join us as we discuss:[3:46] A first-time presenter’s experience at Pantheon[12:32] Implementing ServiceTitan in recently acquired companies [25:12] Why personal growth is as important as scaling your business[33:57] Why you should always have an exit strategy for your companyConnect with our guests:James Perry Beyer, President at Beyer PlumbingKristy Druding, Director of IT Services & Operations at Ace Home ServicesMichelle Myers, Founder of Pink CallersGary Lightfoot, Owner of Copilot CoachingMike Agugliaro, CEO & Founder of FuDog Group LLCYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Hunter Ballew, the founder of Roofing.com, RoofCon, and the Revolt Mastermind Group, joins us to share his incredible journey from firefighter and US Marine to building a multi-million dollar business empire in the roofing industry.Hunter breaks down his 8-Figure Checklist, a step-by-step process for growing a successful company, and why leadership and culture are crucial for scaling any business.Whether you’re looking to build for legacy, exit, or cash flow, Hunter’s insights offer a roadmap for business owners aiming for long-term success.Join us as we discuss:[10:44] Hunter’s Eight-Figure Checklist for business success[20:29] Why you should be able to answer “What do you stand for?”[27:05] Profitability and overcoming the fear of numbers[24:57] Transparent recruiting and a training blueprintCheck out these resources we mentioned during the podcast:Reserve your tickets for RoofCon here (October 23 - 25, 2024)Make It Count: Ensuring When Life Expires Your Legacy Lives On by Hunter BallewClick Funnels16PersonalitiesKrutrYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Jeff Plant has built a successful career across different facets of the trades while working his way up to key managerial positions. It was here where he realized an untapped potential and opportunity to equip leaders and their teams with the necessary skills needed to grow.Identifying this opportunity motivated Jeff to get into coaching to help businesses implement procedures to build empowered teams.The team leader and trainer at Business Development Resources (BDR) stops by to talk about his professional journey, how he got into coaching, and shares some of the key components that leaders and their teams need to succeed.Join us as we discuss:[08:15] The five levels of successful leadership[13:05] Giving teams permission to make mistakes[22:54] The eight core connectorsCheck out these resources we mentioned during the podcast:Business Development ResourcesServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Nathan Shafer reached a point in his professional journey years ago where he knew that change was needed in order to grow. This change had to come through implementing new systems and processes and building up a team to help scale the business effectively.He also had to get out of the business to work on it, and this motivated him to go down the business coaching path.The owner of Shafer Heating and Cooling stops by to talk about how the barriers he had to overcome to grow his business, what new skills he had to master, and some of the core lessons he imparts to his coaching clients.Join us as we discuss:[04:03] When Nathan hit a breaking point and what he did to change things[07:36] Barriers that Nathan had to overcome to make changes[18:13] Core lessons that Nathan imparts to coaching clientsCheck out these resources we mentioned during the podcast:Shafer Heating and CoolingPhenomenal Business Coaching by Howard PartridgeServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Listening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

When it comes to building a legacy brand in the trades, Tucker Yarbrough truly believes that success comes through steady and consistent growth. This growth is achieved through the trust and collaboration between team members and the community built around the business.In his role, he endeavors to take the family business to new levels of growth, to experiment with new ways of building awareness in the market, and to get the team involved in scaling the business.The CFO at Yarbrough & Sons stops by to talk about how they kickstarted their marketing through social media, how they share success with the team, and how they implement what they learn to ensure consistent growth.Join us as we discuss:[11:06] How Yarbrough & Sons kickstarted their marketing on social media[21:14] How success is shared with the rest of the team[28:21] How Tucker and family implement what they learned to ensure consistent growthCheck out these resources we mentioned during the podcast:Yarbrough & SonsBlue Collar Broughs PodcastServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Zack Kays has a wealth of technical knowledge that enabled him to improve internal systems and processes within his organization. He also has extensive customer service experience, which allowed him to excel in his other role as an emergency call dispatcher.In this role, he must ensure that the relationship between the client and the technicians is seamless and that everything is treated with a sense of urgency. For things to run smoothly, open communication and crisis management skills are paramount.As the Software Administrator at Intelligent Design Air Conditioning, Plumbing, Solar, & Electric, Zack and his team deliver professional home services to homeowners in the Tucson area. He stops by to talk about how to prepare dispatchers for emergency calls, how he supports technicians, and why he feels it’s important to treat them like clients.Join us as we discuss:[8:22] Maintaining the technician and on-call dispatcher relationship[17:53] Preparing CSRs and dispatchers for emergency calls[24:47] Why techs should be treated like clientsCheck out these resources we mentioned during the podcast:Intelligent Design Air Conditioning, Plumbing, Solar, & ElectricMastering ServiceTitanServiceTitanYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here.Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.

Lydia Brewster, General Manager at Aqua Clear Water Systems, shares her innovative approach to hiring and retaining top technicians. She discusses the importance of viewing your team as a cohesive unit rather than a family. Lydia reveals her unique interview techniques, including phone screenings and job shadowing, which assess both skills and cultural fit. She emphasizes the need for thorough training and onboarding processes, fostering ownership among team members, and creating a consistent, collaborative team culture that can drive success in the trades.

Customer satisfaction is typically a top priority for inbound service calls, but what about after the technician has left the premises?Chelle Allen, the owner of iconnectu, joins us to discuss the concept of “happy calls” — customer experience follow-ups made after a service is performed. Chelle explains how these calls not only offer gratitude but also collect valuable feedback to improve services.Tune in to hear how happy calls help identify minor issues like technician behavior, create opportunities for additional sales, and strengthen customer loyalty.Join us as we discuss:[3:33] The importance of following up on the little things[10:50] Following miscommunication crumbs[19:17] Eliminating in-house bias by outsourcing calls[29:21] Using “happy calls” for cross-promotional salesCheck out these resources we mentioned during the podcast:ServiceTitan Thank You Report GuideYou can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Register for Pantheon 2025 - see you in Anaheim!Prometheus Award NominationsListening on a desktop & can’t see the links? Just search for Toolbox for the Trades in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.