Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we have the privilege to host Doug Wyatt, the Founder & CEO of Synergy Learning Systems. Doug Wyatt, an incredible entrepreneur, achieved global success in sales, business, and leadership, spanning industries from restaurants to Home Service innovation. In this episode, here's what you can expect to learn: The value of playing different roles as a tool for improving skills.  The importance of rewarding effort.  The benefits of engaging everyone in sales training for better customer service.  Why create a long-term impact, build a culture of continuous improvement, and not just aim for short-term gains?  How to make education exciting for better customer engagement and more. Synergy Learning Systems specializes in tackling the implementation challenge to enhance employee engagement. Their live events and online training programs provide teams with the tools to implement customer-centric processes efficiently. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Doug Wyatt Synergy Learning Systems This episode is kindly sponsored by: Sera UpFrog 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 Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group for more updates! Visit our website: www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode, we're privileged to have Tracy Martin of Aeroseal, LLC. Tracy, Aeroseal's Dealer Development Director, excels in marketing, with 8+ years at the forefront. In this episode, here's what you can expect to learn: How Aeroseal is using its technology for sealing ductwork in HVAC systems completely and improving energy efficiency and indoor air quality. How the cost of labor is influenced by the severity of duct leakage.  How contractors are using Aeroseal to help pass building code inspections. How to collaborate with green building certification programs for achieving energy efficiency standards. and more. Aeroseal, a prominent player in climate technology, is on a mission to cut global carbon emissions by 1 gigaton annually using groundbreaking leak-sealing technologies like HomeSeal Connect and AeroBarrier Connect. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Tracy Martin Aeroseal This episode is kindly sponsored by: Sera UpFrog 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 Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group for more updates! Visit our website: www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

Welcome to the Service Business Mastery Podcast! Visit our website for more episodes and insights! www.servicebusinessmastery.com In this episode,  we're delighted to have Peter Capuciati and Logan Marshall of Bluon. Peter, Bluon's Chairman and CEO, harmonizes his academic foundation from Columbia University with extensive entrepreneurial experience. His skills span both technical expertise and strategic planning. Logan Marshall at Bluon, as Director of Contractor Alliances & Events, combines leadership prowess with HVAC knowledge, aiming to elevate team performance and introduce fresh approaches. In this episode, here's what you can expect to learn: How Bluon supports the HVAC industry at large About technical support, troubleshooting, and the importance of effective communication and data analysis in HVAC. Challenges of remote communication, and the need for real-time support. The role of technology in aiding technicians, the benefits of data-driven platforms, and more. Bluon stands out as a unique platform benefiting everyone in the industry. It empowers technicians to work more efficiently, helps contractors handle more jobs, enables distributors to manage orders with fewer errors and staff, and boosts OEMs' sales of parts and equipment. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Peter Capuciati Logan Marshall Bluon This episode is kindly sponsored by: Sera UpFrog CompanyCamVisit 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! MarketStorm Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group for more updates! Visit our website: www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

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 Luke Hansen of CompanyCam.Luke Hansen initiated CompanyCam to aid contractors, evolving it with a $30 million investment in 2021. Emphasizing people over product, the company thrives on adaptability and innovation. In this episode, here's what you can expect to learn: Valuable lessons by understanding the backstory of entrepreneurs and business leaders. The value of niche solutions tailored to particular industries or problems, rather than generic ones. The concept of real-time visual communication through the CompanyCam app. The importance of customer feedback and using it to refine the products and services. The importance of staying ahead of technological advancements and integrating them thoughtfully into business solutions and more. CompanyCam simplifies tracking your business activities. Instantly view and organize your team's photos and notes, ensuring you always find what you need. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Luke Hansen CompanyCam This episode is kindly sponsored by: Sera UpFrog CompanyCam 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! Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group. Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

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 Chris Nelson of CallRail. Chris Nelson is a seasoned Marketing and Strategy leader with 15+ years in B2B and B2B2C, spanning SaaS to consumer durables. Transitioning from law, he excels in omni-channel marketing, customer engagement, and team leadership. In this episode, here's what you’ll learn: What is CallRail? How CallRail boost marketing efficiency and cut costs for home services? How to increase returns on your marketing? How entrepreneurs can use this opportunity to level up and expand their businesses? CallRail revolutionizes lead tracking for businesses globally. With real-time insights, it streamlines marketing efforts, capturing every lead's journey for optimal ROI and enhanced customer engagement. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Chris Nelson CallRail This episode is kindly sponsored by: Sera UpFrog CompanyCam 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 Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

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 Tyson Chen of Avoca AI. Tyson Chen is an MIT graduate and the co-founder and president of Avoca AI, which pioneers AI solutions for 24/7 customer engagement in small businesses. With a background in self-driving goods delivery at Nuro and consulting at The Boston Consulting Group, Tyson brings expertise in AI, tech, and private equity to revolutionize business communication. In this episode, here's what you can expect to learn: What is Avoca AI? How AI is going to impact the home service industry? What are Multi-modal generative models? How Entrepreneurs can use this opportunity to level up and expand their business? Avoca AI enhances HVAC and Plumbing businesses by integrating advanced artificial intelligence. It empowers technicians, improves customer service, and boosts revenue through features like real-time advice and 24/7 availability. If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Tyson Chen Avoca AI This episode is kindly sponsored by: Sera UpFrog CompanyCamVisit 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 Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

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 Sebastian Jimenez from Rillavoice. Sebastian Jimenez is the Founder and CEO of Rillavoice, a company focused on building speech analytics for the world. Sebastian leads the team in developing speech analytics software tailored for sales and service, particularly in industries like home remodelling, roofing, solar, telco, banking, CPG, and more. Rillavoice leverages AI to revolutionize home improvement sales and service interactions. With exceptional transcription accuracy and a focus on enhancing human work, Rillavoice overcomes scepticism, improving techniques and reducing performance gaps. Seamlessly integrated and offering real-time analysis, it sets a new standard in the industry. Explore the transformative impact by booking a demo at Rillavoice.com. In this episode, here's what you can expect to learn: Impact of AI on Home Improvement Sales Integration with Home Service Systems Evolution of AI in Customer Service The Future of Work and AI Adoption Trends in AI for Customer Service If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉) Links & References: Sebastian Jimenez Rillavoice This episode is kindly sponsored by: Sera UpFrog CompanyCam 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 Connect with us! Tersh Blisset Josh Crouch Join the Service Business Mastery Facebook group Visit our website: https://www.servicebusinessmastery.com Affiliate links: Castmagic StreamYard CallRail IfTTT- 10 Percent off! --- Send in a voice message: https://podcasters.spotify.com/pod/show/tershblissett/message

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

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

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