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

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

Skilled Trades Syndicate - Tersh Blissett and Josh Crouch
Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
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  • Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

    How to Grow Your Business with Sales Process and Technique

    07/08/2026 | 45 mins.
    Most contractors want more leads, more booked calls, and more revenue.

    But if your sales process is inconsistent, more leads will only expose the problem faster.

    In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Josh Martin, Director of Revenue Strategy at 3Four Labs, to talk about how service businesses can grow by building a stronger sales framework, improving technician coaching, and using AI-powered tools the right way.

    Josh explains why AI and automation are only useful when your company already knows what "good" looks like. If your technicians, comfort advisors, or salespeople do not have a clear framework, the software cannot magically make them better. It needs to understand the questions you want asked, the information you want collected, and the way your company expects customers to be served.

    The conversation also breaks down why recording field conversations should not be seen as "Big Brother," but as a coaching tool. Just like athletes watch game film, technicians and salespeople can use call and visit recordings to improve their communication, tone, positioning, and close rate.

    They also discuss:
    Why every growing company needs a repeatable sales framework

    How AI ride-along tools help coach technicians and salespeople

    Why technicians act differently when a manager is physically in the truck

    How recording customer conversations can help your team improve

    Why "sales" feels uncomfortable for many technicians

    The importance of teaching technical experts how to communicate value

    Why companies need clean data before they rely on AI

    How AI can create noise when it is used without a clear outcome

    Why automation must be monitored instead of set and forgotten

    How to avoid overwhelming your team when adopting new technology

    Why sales tools must be customized to your company's process

    How asking for the sale is often the missing step in the home


    If you are trying to grow your service business, improve close rates, coach your team better, or make AI useful instead of confusing, this episode gives you a practical look at how sales process and technique create scalable growth.

    Timestamps

    00:00 Clarifying platform's role and use case
    05:22 Getting started in the industry
    09:22 AI ride along software discussion
    10:53 Optimizing service call efficiency
    16:07 Watching sales recordings for improvement
    18:37 Identifying AI-generated resumes
    21:01 Efficiency with Technology Tools
    24:08 Understanding mismatched business language
    29:17 Demo: Claude's PowerPoint integration
    31:10 Human oversight in automation
    35:23 Challenges of Team Growth
    39:35 Understanding customer communication skills
    42:31 Introducing Execconnect tool
    43:31 Explaining the 34 Labs name

    Follow the Host and Guest
    Tersh Blissett: https://www.linkedin.com/in/tershblissett/
    Joshua Crouch: https://www.linkedin.com/in/josh-crouch/
    Josh Martin: https://www.linkedin.com/in/joshuadarrenmartin/ 
    3Four Labs: htps://www.linkedin.com/company/3fourlabs/ 
     
    Connect with Us
    • LinkedIn - https://www.linkedin.com/company/service-business-mastery
    • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast
    • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast
    • Instagram - https://www.instagram.com/servicebusinessmasterypodcast

    This episode is kindly powered by:
    UpFrog: upfrog.com 
    MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/
    Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod
    CompanyCam: https://companycam.com/
    Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code "SBM" to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo
    PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
  • Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

    The Moneyball for Home Services: How You Can Catch the Jobs You're Missing

    07/01/2026 | 55 mins.
    Most contractors think they need more leads.
    But what if the real problem is that you're already missing the jobs you paid to generate?
    In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Shaun Ritchey from Breezy to talk about Moneyball for home services and how contractors can use AI, better data, and smarter systems to uncover the jobs hiding inside their existing business.
    Just like Moneyball changed baseball by finding overlooked value in the data, this conversation shows how contractors can find overlooked revenue in missed calls, slow follow-up, poor booking processes, weak web conversion, and underused customer lists.
    Shaun explains why the biggest opportunity is not always spending more money on marketing. Sometimes the fastest path to growth is fixing the leaks already inside your sales funnel.
    They also discuss:
    How Moneyball applies to home service businesses
    Why contractors often lose the most money during their busiest seasons
    How missed calls create major revenue leaks
    Why speed-to-lead can make or break a booked job
    How AI agents help contractors answer more calls and book more jobs
    Why AI should support CSRs, not replace them
    How web visitors and younger homeowners are changing the booking process
    Why low-value tune-ups can block high-value replacement opportunities
    How call tracking, transfer rules, and better data improve lead handling
    Why AI needs training, monitoring, and human oversight
    How contractors can use AI to analyze pricing, inventory, and operations
    Why bad data creates bad AI output
    If you're spending more money on leads but still missing calls, losing web visitors, or struggling to understand where revenue is leaking, this episode will help you think differently about growth.

    Timestamps
    00:00 Explaining the Moneyball strategy
    05:29 Challenges of manual call analysis
    08:10 Helping contractors book more jobs
    11:00 A CRM for the trades industry
    14:23 Integrating AI with CRM Tools
    17:18 Discussing AI's role in customer service
    20:14 Discussing AI's strengths and limitations
    21:57 Issues with AI voice providers
    27:40 Using CRM for cost analysis
    31:42 Using call tracking for marketing
    33:09 Overbooked with low-margin appointments
    36:10 Using AI for Business Transparency
    41:52 Evaluating Client Booking Efficiency
    43:52 Recognizing trends in social media marketing
    48:40 Updating and trusting sales data
    51:31 Getting help with my project
    54:00 Pricing strategy for offers
     
    Follow the Host and Guest
    Tersh Blissett: https://www.linkedin.com/in/tershblissett/
    Joshua Crouch: https://www.linkedin.com/in/josh-crouch/
    Shaun Ritchey: https://www.linkedin.com/in/shaun-ritchey/ 
    Breezy: https://getbreezyapp.com
    Connect with Us
    • LinkedIn - https://www.linkedin.com/company/service-business-mastery
    • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast
    • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast
    • Instagram - https://www.instagram.com/servicebusinessmasterypodcast

    This episode is kindly powered by:
    UpFrog: upfrog.com
    MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/
    Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod
    CompanyCam: https://companycam.com/
    Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code "SBM" to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo
    PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
  • Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

    The Guide to Branding and Networking for Service Business Owners

    06/24/2026 | 1h
    Most service business owners are chasing the next lead source.
    Google Ads. Facebook Ads. AI. SEO. Automation.
    But sometimes the fastest way to grow is still the most old-school strategy in the book: getting out into your community, shaking hands, building trust, and making sure people remember your brand.
    In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Chuck Worley, owner of Worley's Home Services, to talk about branding, networking, reputation, and the real-world grind behind building a service business people know, trust, and refer.
    Chuck shares his journey from struggling in school to building a career in HVAC sales, starting and losing a business, rebuilding from bankruptcy, paying back debts he was no longer legally required to pay, and eventually growing Worley's Home Services into a $17 million company.
    He also breaks down why branding is not just about a logo, why standing out matters, and how his orange and green jackets became a memorable part of his local brand.
    They also discuss:
    How Chuck went from HVAC technician to top-performing comfort advisor
    Why sales changed his life and gave him a path forward
    The painful lessons from bankruptcy and rebuilding from zero
    Why reputation matters more than almost anything in business
    How Chuck used networking to grow his company without relying only on digital marketing
    Why your brand needs to be memorable, even if people think it looks ridiculous
    How local chambers, BNI groups, and business events can generate real relationships
    Why referrals still matter in a world obsessed with AI and ads
    How Chuck used small acquisitions and owner financing to grow
    Why being the "power connector" in your market can create long-term growth
    How service business owners can start networking even if they feel uncomfortable
    If you are a service business owner who wants to build a brand people remember, generate more referrals, and grow through real relationships, this episode is a practical, no-BS playbook.
    Timestamps
    00:00 Old-school networking advice
    03:36 Challenges with AI voice calls
    08:48 Struggling through high school
    11:48 Quitting shipyard job for family
    13:32 Quitting jobs due to drug use
    18:42 Friend's Offer During Divorce
    22:18 Early business struggles and trust
    25:11 Growing HVAC Business from Dorm Room
    27:03 CallRail for tracking marketing calls
    30:37 Networking as an Introvert
    32:51 Growing the sales team
    36:55 Personal branding and first impressions
    41:10 Joining a Chamber of Commerce
    45:13 Networking and local referrals
    48:41 Networking with industry professionals
    52:26 Overcoming networking anxiety
    52:58 Networking event experience
    56:57 Importance of referrals and relationships
    59:38 Wrapping up and subscribing encouragement

    Follow the Host and Guest
    Tersh Blissett: https://www.linkedin.com/in/tershblissett/
    Joshua Crouch: https://www.linkedin.com/in/josh-crouch/
    Chuck Worley: https://www.linkedin.com/in/chuckworley757/ 
    Connect with Us
    • LinkedIn - https://www.linkedin.com/company/service-business-mastery
    • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast
    • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast
    • Instagram - https://www.instagram.com/servicebusinessmasterypodcast
    This episode is kindly powered by:
    UpFrog: upfrog.com
    MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/
    Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod
    CompanyCam: https://companycam.com/
    Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code "SBM" to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo
    PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
  • Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

    Consistent Branding Can Solve Your Hiring and Growth Headaches

    06/17/2026 | 58 mins.
    Most contractors think branding is about logos, colors, and marketing.
    It's not.
    The strongest brands in the trades do something much more powerful: they attract great employees, create loyal customers, and make growth easier.
    In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Levi Torres, founder of High 5 Plumbing, Heating, Cooling & Electric, to discuss how consistent branding became the foundation for one of Colorado's fastest-growing home service companies.
    What started as a simple idea—a high five at the end of every service call—evolved into a recognizable brand that helps attract top talent, improve retention, and create a culture employees are proud to be part of.
    Levi shares how High 5 uses social media, training systems, operational consistency, and employee development to build a company that technicians actively want to join.
    They discuss:
    • Why branding is a recruiting tool, not just a marketing tool
    • How company culture influences hiring success
    • The power of consistency in building trust
    • Why social media has become a recruiting engine
    • Creating clear career paths for technicians
    • Building training systems that support growth
    • How documentation makes scaling easier
    • Expanding into HVAC and electrical without losing culture
    • The role of AI in coaching and employee development
    • Why employee experience directly impacts customer experience
    If you're struggling to hire quality people, improve retention, or scale your service business, this episode will show you how a strong brand can solve more problems than you think.
    Timestamps
    00:00 Building a Social Media Presence
    06:12 Naming the plumbing business
    08:06 Starting to focus on plumbing
    10:54 Importance of personal growth in business
    14:23 Adapting Branding During Covid
    18:02 Switching to social media strategy
    20:02 Social media's role in recruiting
    23:38 Training technicians to show passion
    26:50 Building a Trusting Work Culture
    30:15 Employee system review meetings
    35:14 Setting up HVAC systems
    38:10 Following systems for success
    41:22 Customer acquisition strategies and shifts
    44:01 Rotating manager-led training sessions
    47:49 Utilizing AI for company growth
    49:52 Experience with automatic recording systems
    54:37 Understanding team roles and strengths
    56:42 Balancing revenue and company culture
    Follow the Host and Guest
    Tersh Blissett: https://www.linkedin.com/in/tershblissett/
    Joshua Crouch: https://www.linkedin.com/in/josh-crouch/
    Levi Torres: https://www.linkedin.com/in/levi-torres-9b4b97103/

    Connect with Us
    • LinkedIn - https://www.linkedin.com/company/service-business-mastery
    • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast
    • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast
    • Instagram - https://www.instagram.com/servicebusinessmasterypodcast

    This episode is kindly powered by:
    UpFrog: upfrog.com 
    MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ 
    Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod
    CompanyCam: https://companycam.com/ 
    Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo
    PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
  • Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

    How AI Actually Solves the Real Call Center Headaches in Home Services

    06/10/2026 | 45 mins.
    Most home service companies don't have a lead problem.

    They have a follow-up problem.

    In this episode of Service Business Mastery, Tersh Blissett and Joshua Crouch sit down with Kevin Wu, founder of Leaping AI, to discuss how AI voice agents and automation are helping home service businesses solve some of their biggest call center challenges.

    From missed calls and slow follow-up times to after-hours booking and lead nurturing, Kevin shares how AI is being used as a practical tool to support customer service teams, improve speed-to-lead, and create better customer experiences without replacing people.

    The conversation also explores the future of AI-powered call centers, how contractors can automate repetitive tasks, and why business owners should focus on using AI to eliminate bottlenecks instead of simply cutting payroll.

    What You Will Learn in This Episode
    Why speed-to-lead is still one of the biggest challenges in home services

    How AI voice agents help capture missed opportunities

    The difference between replacing employees and supporting employees

    Why call centers struggle with consistency and process adherence

    How AI can improve appointment scheduling and follow-up

    The role of AI in call monitoring and quality control

    Why data quality inside your CRM matters more than ever

    How AI can help clean and organize customer databases

    The future of automated outbound campaigns

    The risks of AI abuse and spam calling

    How responsible AI adoption can improve customer experience

    Why contractors should start experimenting with AI today

    If you're looking for ways to improve call handling, increase booked appointments, and build a more efficient service business, this episode is packed with practical insights.

    Timestamps

    00:00 Challenges with contractor responsiveness
    03:11 Kevin introduces himself
    08:58 Kids' interest in trade careers
    09:45 Issues with Customer Support Responsiveness
    14:00 AI improving call center efficiency
    18:33 Solving data analysis with AI
    20:55 Improving business metrics accuracy
    25:37 Implementing EOS for business owners
    29:31 Focusing on business priorities
    32:00 AI for persistent customer follow-up
    35:27 Responsible AI use in marketing
    39:33 Data export issues in QuickBooks
    40:45 Using AI to clean CRM data
    43:35 Trying something new for 30 minutes

    Follow the Host and Guest
    Tersh Blissett: https://www.linkedin.com/in/tershblissett/
    Joshua Crouch: https://www.linkedin.com/in/josh-crouch/
    Kevin Wu: https://www.linkedin.com/in/kevin-wu-452a6393/

    Connect with Us
    • LinkedIn - https://www.linkedin.com/company/service-business-mastery
    • TikTok - https://www.tiktok.com/@servicebusinessmasterypodcast
    • Facebook Group - https://www.facebook.com/groups/servicebusinessmasterypodcast
    • Instagram - https://www.instagram.com/servicebusinessmasterypodcast

    This episode is kindly powered by:
    UpFrog: upfrog.com 
    MarketStorm is an AI-powered advertising platform. Results vary by market, budget, and campaign configuration: https://marketstorm.ai/ 
    Get Your 14-Day Free Trial with CallRail!: https://www.callrail.com/sbmpod
    CompanyCam: https://companycam.com/ 
    Breezy: Capture 25-30% more clients with Breezy AI Agents. Use code 'SBM' to book a demo and get $500 on us: https://getbreezyapp.com/schedule-demo
    PhoneTAP: Your calls hold the key to growing your business. PhoneTAP gives you instant AI analysis, real customer lifetime value, and tools to coach your team. Learn more: phonetap.ai/demo
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About Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service
Ready to revolutionize your home service business? Tune into the Service Business Mastery Podcast! We dive deep into automation and AI, including swarm agents, AI chatbots, and AI voice agents, to help you streamline and optimize your operations. Whether you're in HVAC, plumbing, electrical, or any other home service trade, we cover leadership, marketing, finance, pricing, and HR to give you the edge you need. Click here to transform your business and embrace the future today!
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