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The Profit Roadmap
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Nội dung được cung cấp bởi Service Autopilot and FieldEdge and Service Autopilot. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Service Autopilot and FieldEdge and Service Autopilot hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Nội dung được cung cấp bởi Service Autopilot and FieldEdge and Service Autopilot. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Service Autopilot and FieldEdge and Service Autopilot hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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The Profit Roadmap
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1 Boosting Cash Flow With Heather Price and Jonathan Novoa-Miralles 50:52
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Welcome to another episode of the Profit Roadmap, where we interview experts to help you grow your field service business. In this episode, we're diving into payment processing, growth strategies, and operational efficiency with Heather Price and Jonathan Novoa-Miralles from Xplor Pay (Clearent by Xplor). Also joining us in this episode is special guest co-host Mike Callahan, entrepreneur and owner/president of SimpleGrowth, with 25+ years of experience as a successful business owner. In this episode, we cover: Why timely payments are critical for cash flow The benefits of modernized payment solutions How to overcome common objections to payment processing PCI compliance and data security best practices Strategies for managing high-ticket transactions and recurring revenue About Heather and Jonathan Heather Price (Field Integrated BDR at Clearent by Xplor) has spent her career helping businesses streamline operations and save money through innovative solutions. Her experience ranges from medical office management to sales, and now she focuses on empowering merchants with tools to grow their businesses efficiently. Jonathan Novoa-Miralles (Product Enablement Manager at Clearent by Xplor) brings a ton of expertise in software sales and payment processing. As part of the Xplor Pay team, he helps sales organizations by implementing effective market strategies and making sure clients have access to cutting-edge resources. Together, they provide valuable insights into how service businesses can optimize their payment processes while maintaining strong relationships with customers. The Reality of Payment Challenges in Service Businesses One of the biggest pain points for service business owners is getting paid on time. As Heather explained, "The most common [issue] that we hear is that it takes way too long to get paid." Lots of companies still use paper invoices, which often sit forgotten on counters and then don’t get paid. This payment delay can cause cash flow problems, and this is especially true for smaller businesses. Mike Callahan shared this feeling going back to his days running a lawn care company: "Things fell through the cracks... If the guys were taking cash in the truck, it would literally disappear." The Keys to Financial Success Through Modernized Payments In order to make sure your service business gets paid quickly here’s what Jonathan and Heather recommended: 1. Implement Credit Card File Policies Why It Works: Requiring credit cards on file guarantees payment and simplifies billing. "Literally if you ran all the cards... everything from last week, this Tuesday, the money was in the bank," said Mike. Action Item: Use a system where customers can authorize automatic payments for recurring services. This reduces admin work and improves cash flow predictability. 2. Use Technology for Faster Payments Tools to Use: Platforms like Xplor Pay offer things like next-day funding, automated reminders for expiring cards, and secure portals for customer payments. Quote to Remember: "You're going to see that in your bank account on Wednesday" for jobs completed on Tuesday, Heather noted. This rapid turnaround helps businesses manage expenses better. 3. Focus on Security and Compliance PCI Compliance Matters: Storing sensitive information improperly can lead to legal issues and loss of trust. Heather emphasized, "We don't ever see that full credit card number... It's all encrypted." Best Practice: Avoid writing down credit card details or storing them insecurely. Instead, use tokenization and encryption technologies to protect customer data. Overcoming Common Objections to Payment Processing Many business owners hesitate to adopt digital payment systems because of concerns about fees and complexity. However, Heather and Jonathan shared compelling reasons to make the switch: Addressing Fee Concerns Build Fees Into Pricing: Treat payment processing costs as part of your overhead recovery budget. "It's not something that's surreptitious," Ryan Yelvington pointed out. Customers won’t feel misled if fees are transparently accounted for. Save Time, Make More Money: By reducing manual invoicing and collections efforts, you free up time to focus on growing your business. "That's gonna give you more time back in your day to maybe cut two more lawns," Heather said. Simplifying Implementation Modern Solutions Are User-Friendly: Gone are the days of clunky integrations. Today’s platforms integrate seamlessly with existing software. "There's an all-in-one solution," Ryan highlighted. "You don’t even have to change apps." Key Takeaways for Service Business Owners Adopt Recurring Revenue Models: Whether you’re mowing lawns or installing HVAC units, setting up subscription-based agreements builds long-term value and attracts higher acquisition multiples. Prioritize Customer Convenience: Offering multiple payment options (credit card, ACH, etc.) enhances satisfaction and loyalty. "We're doing everything we can to help you," Heather said. Stay Compliant and Secure: Protect both your business and your customers by adhering to PCI standards and leveraging encrypted payment systems. Learn More Clearent by Xplor’s team offers personalized support and tailored solutions designed to meet the unique needs of service businesses. To learn more about streamlining payment processes and boosting operational efficiencies, check out the following links below: Clearent by Xplor: Website YouTube Facebook X LinkedIn Xplor Pay: Xplor Pay's website Related: Achieving Profitable Growth in Your Business With Jason Noel The post Boosting Cash Flow With Heather Price and Jonathan Novoa-Miralles appeared first on Service Autopilot .…
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1 Achieving Profitable Growth in Your Service Business With Jason Noel 50:53
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Welcome to another episode of the Profit Roadmap, where we interview experts to help you grow your field service business. In this episode, we're diving into financial planning and business profitability with Jason Noel, a master advisor for CEO Warrior with over 20 years of leadership experience in the home service industry. Also joining us in this episode is special guest co-host Mike Callahan, entrepreneur and owner/president of SimpleGrowth , with 25+ years of experience as a successful business owner. In this episode, we cover: Why financial resets are sometimes necessary for business growth How to balance cutting expenses while investing in growth The critical importance of understanding your numbers Leadership's role in financial success Creating sustainable financial strategies for 2025 Building a culture that supports profitability About Jason Jason Noel brings a TON of experience in the plumbing and home services industry, having served in leadership roles at multiple successful companies. After helping businesses achieve significant profitability improvements, including a 90% increase at ARS Indianapolis, Jason joined CEO Warrior as a master advisor. He's spent the last three years helping service business owners scale their operations and build sustainable, profitable companies. The Reality of Service Business Finances One of the biggest insights Jason shared is that revenue isn't everything. "Just because somebody says they're a ten million dollar business doesn't mean they're making money," he said. Many business owners get caught up in the "shiny object syndrome" of top-line revenue while forgetting profitability. The Keys to Financial Success Jason outlined several key areas that service businesses should focus on: Cash Flow Management Use a 13-week cash flow projection Track both P&L and actual bank account activity Plan expenses strategically instead of day-to-day Consider timing for major purchases like vehicles Pricing Strategy Build proper billable hour and day rates Don't fear charging market-appropriate prices Focus on building value rather than competing on price Train teams to communicate value effectively Leadership and Culture True financial success starts with leadership. Jason emphasizes that most business challenges are leadership problems at their core. He recommends: Embracing humility as a leader Building a team with complementary strengths Understanding that you won't find "10 people like you" Creating and living by clear core values The Financial Reset Process When businesses need to adjust their financial strategy, Jason recommends: Start with realistic goal-setting based on historical data Focus on profitability over revenue Analyze department-specific metrics Include the leadership team in budget planning Look for efficiency improvements before cutting costs "Most challenges are done in the cost of goods and in your margin and just your efficiencies and your pricing and things like that," Jason explains. "Typically, the last answer is cutting overhead." Common Financial Mistakes Jason highlighted several pitfalls service businesses should avoid: Throwing money at marketing without tracking ROI Living day-to-day off the bank account Neglecting to understand key performance indicators Focusing solely on revenue growth Not properly tracking department profitability Key Takeaways for Service Business Owners Know Your Numbers: "Whether you like the numbers or not, you have to know them," Jason emphasizes. Understanding your financial metrics isn't optional for business success. Build Strong Leadership: Focus on developing your leadership team and creating a strong culture based on core values. Success comes from having the right people in the right roles. Plan Strategically: Use tools like 13-week cash flow projections and departmental budgets to make informed decisions rather than reactive choices. Learn More To learn more about financial planning and business growth strategies, consider attending CEO Warrior's Service Business Live event in Nashville on March 6th and 7th, 2025. This two-day event offers insights into building a more profitable service business and includes hands-on business planning. CEO Warrior SimpleGrowth Related: The Latest Hiring Trends and Insights in Field Services The post Achieving Profitable Growth in Your Service Business With Jason Noel appeared first on Service Autopilot .…
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1 The Latest Hiring Trends & Insights in Field Services With Bear Duplisea from Applause 55:58
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Welcome to another episode of the Profit Roadmap, where we interview experts to help you grow your field service business. In this episode, we're diving into the latest hiring trends and insights in the service industry right now. Plus, learn about employee engagement and retention strategies with Bear Duplisea, Senior Account Executive at Applause and former Service Autopilot team member. In this episode, we cover: Why traditional rewards aren't working anymore The importance of instant recognition How to create genuine employee engagement Measuring the impact of employee retention Building sustainable business practices About Our Guest Bear Duplisea has spent nearly 25 years working with small and medium-sized business owners. After building Service Autopilot's sales department for over a decade, he moved to Applause to help businesses solve their employee engagement challenges. The Changing Face of Recognition Bear highlights a big shift in employee motivation: "The paycheck is enough to get us to come to work... but beyond that, to do the above and beyond to be exceptional, there needs to be some other incentive." He says that today's workforce expects immediate feedback and recognition: "We're used to this instantaneous result. And because of that, the carrot no longer works." Measuring Success Through Retention "One of our companies saw over a 10-month period, a 26% drop in employee turnover," Bear said. For large companies, this can mean six or seven-figure savings in hiring and training costs. The Impact of Instant Recognition Bear explains how immediate feedback affects performance: Creates instant dopamine hits from customer appreciation Builds a customer-obsessed culture Helps employees think like business owners Reduces callback rates and improves quality Culture Building Strategies "If you feel really good about your culture and everything like that, and you've put everything out there for the prospective employee and they don't want to work for you... then let them," Bear advises. He emphasizes that culture fit is more important than filling positions quickly. The Hidden Cost of Callbacks Bear also mentioned that revisits are not just a cost of doing business: "People, business owners I talk to all the time chalk that up as the cost of doing business. Good business owners understand, like that's a huge gap." He breaks down the real impact: Every callback is pure loss—fuel, labor, wear-and-tear It affects employee overtime and scheduling Impacts customer satisfaction and retention Reduces overall profitability The solution? Better employee engagement leads to better customer communication: "Their technicians are now taking the time to explain to customers... They're like, 'I better explain this to this customer because I don't want them to complain.'" Leadership Lessons from a Lifetime of Service Bear shared powerful insights learned from his father's 50-year career in business: "Sales is easy, super easy, because you can be part of the solution or you can be part of the problem. Just don't ever be part of the problem." This philosophy goes beyond sales to all aspects of business leadership : Focus on solutions rather than problems Take ownership of outcomes Lead by example in customer service Build genuine relationships with both employees and customers He also talked about the fundamental truth about business relationships: "People don't give a sh*t how much you know until they know how much you care." This principle drives successful employee engagement and customer satisfaction. Key Takeaways: Focus on Immediate Recognition Implement systems for instant feedback Create visible celebration channels Connect customer satisfaction to employee rewards Measure What Matters Track retention improvements Monitor callback reduction Calculate cost savings from reduced turnover Build Authentic Relationships Create genuine connections with employees Give ownership in outcomes Listen and respond to feedback Quote Highlights "If you're dumb, surround yourself with smart people. If you're smart, surround yourself with smart people who disagree with you."—Isaac Jaffe, Sports Night "People don't give a shit how much you know until they know how much you care, so just care."—Bernie Duplisea, sales expert & entrepreneur Show Notes—Links To discover more about employee engagement solutions for your field service business, visit applausehq.com . Applause Surviving Christmas (mentioned movie) #ELOsoFumarTakes Apple PodBean Did you know, we have a new YouTube channel ? Be sure to like and subscribe to our podcast on all channels so you never miss an episode! YouTube Apple Spotify Related: Coaching & Retention in the Service Industry With Chris Crew from Blue Collar Originally published Jan 9, 2025 5:15 PM CT The post The Latest Hiring Trends & Insights in Field Services With Bear Duplisea from Applause appeared first on Service Autopilot .…
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1 Coaching and Retention in the Service Industry With Chris Crew from Blue Collar 50:01
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Welcome to another episode of The Profit Roadmap, the premier podcast for field service pros looking to grow their business and stay on top of the latest trends. In this episode, we're diving into coaching and employee retention with Chris Crews, President of the Blue Collar Success Group, who shares invaluable insights on building successful field service businesses through intentional leadership and strong company culture. In this episode, we cover: Why company culture is your most undervalued asset How to build and maintain culture through growth The truth about training and employee development Strategies for hiring and retaining top talent The connection between leadership and company culture About Our Guest Chris Crews started as an electrician at age 16, working his way up through new construction before transitioning into service work. He eventually built and sold his own electrical service business, growing it from $3 million to a $30 million operation across five locations. Today, he leads the Blue Collar Success Group , helping contractors build and grow their businesses to achieve their dreams. The Truth About Company Culture One of the biggest misconceptions about culture is that some companies don't have one. Chris says, "Your business doesn't have a culture? It does. It's either by design or by default." He emphasizes that culture is shaped by both action and inaction - what you do and don't do, what you say and don't say. Chris also said, "If you have a good culture, you don't have to be the top-paying company in town." Alternatively, "If your culture sucks, it's so bad, it's so toxic, you can't out pay it." Building Culture From the Ground Up Chris outlines several key steps for building a strong company culture: Start with Leadership Look in the mirror as an owner first Model the behavior you want to see Set clear intentions for the culture you want to create Define Your Foundation Establish a clear vision and mission Create simple, memorable mission statements Develop and communicate core values Hire for Cultural Fit Implement field interviews with top performers Evaluate technical skills AND cultural alignment Don't compromise culture fit for technical ability Training and Development Chris challenges the common practice of only training during slow seasons: "Most people feel time during slow times and think that's the best time to train... but it's not the best time to train." Instead, he advocates for year-round training because "when you're busy, that's when you need to be increasing performance." Key Takeaways for Field Service Businesses: Culture Assessment Survey your team to understand the current culture Identify areas for improvement Set specific goals for cultural development Training Evolution Develop year-round training programs Focus on engagement and practical application Identify and develop internal trainers who want to teach Leadership Development Begin with a clear vision and purpose Focus on personal growth as a leader Build systems that support your cultural goals "Quality questions lead to quality results," Chris said. He encourages business owners to focus not just on knowledge, but on wisdom - the practical application of knowledge to achieve results. Want to Learn More? To learn more about the Blue Collar Success Group and their approach to building successful field service businesses, visit their website at thebluecollarsuccessgroup.com . Show Notes Links WEBSITE: https://www.thebluecollarsuccessgroup.com YOUTUBE: https://www.youtube.com/channel/UCZpa2-93g_w5vjoqV1Pw6RQ FACEBOOK: https://www.facebook.com/BlueCollarSuccessGroup/ INSTAGRAM: https://www.instagram.com/bluecollarsuccessgroup/ LINKEDIN: https://www.linkedin.com/company/the-blue-collar-success-group/ TIKTOK: https://www.tiktok.com/@bluecollarsg Related: Leadership Lessons for Field Service Pros The post Coaching and Retention in the Service Industry With Chris Crew from Blue Collar appeared first on Service Autopilot .…
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1 Modern Lead Gen for Service Businesses With Marlen Weber and Kayla Fussell 46:18
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Welcome to another episode of The Profit Roadmap, the premier podcast for field service pros looking to grow their business and stay on top of the latest trends. In this episode, we're diving into lead generation strategies with our special guests Marlen Weber, Marketing Manager for SA by Service Autopilot, and Kayla Fussell, Marketing Manager at FieldEdge. In this episode, we cover: Busting common lead generation myths The surprising comeback of traditional marketing Why speed beats perfection in lead response Social media as the new SEO frontier Emerging trends for 2025 and beyond About Our Guests Marlen Weber brings seven years of marketing expertise to the table, currently focusing on serving lawn care, green industry, and cleaning businesses at Service Autopilot. Kayla Fussell leads marketing efforts at FieldEdge, bringing valuable experience from both software and oil and gas industries, with expertise spanning digital marketing, events, and email campaigns. Busting Lead Generation Myths One of the biggest myths in field service marketing is that a beautiful website and five-star reviews alone will bring in leads. Marlen says, "You have to go out and find your leads and generate a way for them to flow to you. It's great that you have a beautiful website with beautiful reviews everywhere, but your leads won't come to you unless you start a process for them to flow to you." The Return of Traditional Marketing While digital marketing is still the leader, traditional marketing methods are making a comeback. Print materials like door hangers and yard signs still work, especially when they get modernized with things like QR codes. Kayla adds that physical marketing materials can have staying power: "We use a mosquito service, and they always put a sign out. Our neighbors recently told me, 'Yeah, we saw that and we called that same one because y'all used it.'" The Power of Speed in Lead Response In the field service industries lead response time is huge. "Speed is senior to quality," Marlen emphasizes. "If the winter is coming up and my heater goes out, I'm not going to sit around and wait for the company with the best reviews to get back to me... I'm going to respond to the first company that comes back to me." Emerging Trends for 2025 Several key trends are shaping the future of field service lead generation: User-Generated Content (UGC) Authentic customer testimonials and experiences Employee-generated content showing day-in-the-life moments Photo competitions among staff members Social Media as the New SEO Platforms like TikTok and Instagram becoming search engines Proper tagging and optimization for social search Focus on video content AI-Powered Tools Chatbots for initial customer interaction Voice search optimization Automated follow-up systems Show Notes Links Links mentioned in this episode: SoTellUs Want to learn more about how Service Autopilot or FieldEdge can help your business? Visit serviceutopilot.com or fieldedge.com for information about their field service management solutions and to access free resources for growing your business. Related: Mastering Local Marketing With Service.ly Originally published on Nov 20, 2024 5:21 PM CT The post Modern Lead Gen for Service Businesses With Marlen Weber and Kayla Fussell appeared first on Service Autopilot .…
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The Profit Roadmap
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1 Meeting People Where They Are: Leadership Lessons for Field Service Pros 1:12:22
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Welcome to another episode of The Profit Roadmap, the premier podcast for field service pros looking to grow their business and stay on top of the latest trends. In this episode, we're diving into the world of leadership with our special guest, Terence Cummings, General Manager of Field Services at Xplor Technologies. In this episode, we cover: The true nature of leadership and why it's not for everyone How to maintain culture across multiple locations The importance of meeting people where they are Why the 80/20 rule might be hurting your business Strategies for developing future leaders The critical role of coaching in field services About Our Guest Terence Cummings brings over 20 years of leadership experience to the table. Starting his career in sales, he discovered a passion for developing and coaching others. Before joining Xplor Technologies, Terence spent 15+ years in various leadership roles where he honed his leadership philosophy and approach. The True Nature of Leadership According to Terence, leadership is more demanding than most people realize. "Being a leader is exhausting," he explains. "The pressure that comes from driving a business, bringing people along on the journey, and showing up every day to keep people inspired and motivated is a very daunting task." He compares leadership to being a parent rather than an aunt or uncle: "When you're an aunt or uncle, you get to play with the kids and when they're sleepy and fussy, you get to go home. When you're a parent, there is no going home." Key Leadership Priorities Terence outlines three main priorities for any leader: strategy , driving results , and coaching and developing people. The time spent on each priority shifts based on your leadership level. A frontline manager might spend 60% of their time coaching, while a general manager focuses 70-80% of their effort on strategy. This flexibility in approach allows leaders to meet the needs of their position while maintaining consistency in their core responsibilities. Breaking Away from Convention One piece of traditional leadership advice Terence challenges is the famous 80/20 rule - spending 80% of your time with your top 20% performers. He believes this approach can cripple an organization by neglecting team members who need development. In field services, every technician represents your brand and impacts customer experience. When you focus exclusively on top performers, you risk delivering inconsistent service quality across your customer base. Creating a Consistent Culture For field service businesses managing teams across different locations, culture must be clearly defined and consistently executed. Terence emphasizes that cultural values should be as natural as breathing - something you do every day without question. This means establishing clear expectations and maintaining them across all locations and teams. The key is making these cultural standards non-negotiable and ensuring they're lived out in daily operations. Coaching and Development When it comes to developing team members, Terence advocates for a straightforward approach: either coach them up or coach them out. "I've never in my career fired anyone," Terence shares. "People fire themselves. People get let go because there's things within their role that they're not doing at the level that's expected." This philosophy emphasizes the importance of clear expectations and consistent feedback in developing team members. Key Takeaways for Field Service Leaders Meet People Where They Are: Understanding what motivates each team member and adapting your leadership style to individual needs is crucial for success. Not everyone follows the same path to growth, and effective leaders recognize and accommodate these differences. Create a Safe Space for Growth: Building an environment where team members feel secure enough to make mistakes and learn from them is essential. This includes providing specific, timely feedback and having tough conversations when needed. Maintain Consistent Culture: Culture isn't just about writing values on a wall - it's about living them every day. Define clear expectations, demonstrate them consistently, and never compromise on your cultural standards. Learn More Want to learn more about how Xplor Technologies can help your business? Be sure to check out their website at www.xplor t echnologies.com for information about their field service management solutions. Mentioned link: The Hard Thing About Hard Things Related: Stand Out From The Competition with Mediagistic The following music was used for this media project: Music: Summon the Rawk by Kevin MacLeod Free download: https://filmmusic.io/song/4434-summon-the-rawk License (CC BY 4.0): https://filmmusic.io/standard-license The post Meeting People Where They Are: Leadership Lessons for Field Service Pros appeared first on Service Autopilot .…
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1 Mastering Local Marketing With Service.ly 49:31
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Welcome to another episode of The Profit Roadmap, the premier podcast for field service pros looking to grow their business and stay on top of the latest trends. In this episode, we're diving into the world of SEO (Search Engine Optimization) with our special guest, Chris St. Jean, Co-Founder & COO of Service.ly . In this episode, we cover: The importance of local SEO for field service businesses How to optimize your Google Business Profile The role of customer reviews in SEO Common SEO mistakes to avoid Tools and resources for improving your SEO performance About Our Guest Chris St. Jean brings a wealth of experience to the table as the Co-Founder and COO of Service.ly. With a background in writing and digital marketing, Chris has been in the SEO game since the early days of Google. He's worked with agencies, e-commerce companies, and now focuses on helping small and medium-sized businesses improve their online presence. The Power of Local SEO Chris talked about the importance of local SEO for field service businesses. He explained that while national SEO is becoming more competitive, local SEO still offers great opportunities for smaller businesses to stand out in their markets. "Local SEO is about making sure that when people in your area are searching for your services, your business shows up," Chris says. He recommends focusing on three key areas: Your website Online business listings Google Business Profile Optimizing Your Google Business Profile Your Google Business Profile is like a mini-website that shows up in Google search results. Chris shared some tips for making the most of this powerful tool: Fill out all the information completely Add all relevant service categories Include high-quality photos of your work Respond to customer reviews promptly Use the Q&A feature to answer common questions "A well-optimized Google Business Profile can really help you stand out in local search results," Chris explains. The Importance of Customer Reviews Reviews play a huge role in local SEO. Chris suggests making review gathering a part of your company culture . Here are some of his tips: Ask for reviews after every job Make it easy for customers to leave reviews Respond to all reviews, both positive and negative Consider using AI tools to help manage review responses "Reviews are like social proof," Chris says. "They show potential customers that you're trustworthy and do good work." Common SEO Mistakes to Avoid Chris pointed out some common SEO mistakes that field service businesses often make: Not doing SEO at all Trying to grow too quickly (which can look suspicious to Google) Buying fake reviews Ignoring mobile optimization "Remember, SEO is a marathon, not a sprint," Chris advises. "It's about consistent effort over time." Tools and Resources for Better SEO Chris's company, Service.ly , offers tools to help field service businesses improve their SEO: A website builder that creates SEO-friendly sites Help with setting up and optimizing Google Business Profiles Listings in premium local business directories "Our goal is to make it easy for small businesses to get started with SEO," Chris explains. Measuring SEO Success When it comes to measuring the success of your SEO efforts, Chris recommends focusing on practical metrics: The number of calls and leads you're getting How many views your Google Business Profile is getting Whether your overall business is growing "Don't get too caught up in things like keyword rankings," Chris advises. "Focus on the metrics that directly impact your business." The Future of SEO Looking ahead, Chris sees AI playing a bigger role in SEO and he suggests that businesses should start thinking about how they can use AI tools to improve their customer service and online presence. "AI is changing the game," Chris says. "But at the end of the day, it's still about providing value to your customers and making it easy for them to find you online." Wrapping Up SEO might seem complicated, but it doesn't have to be. By focusing on local SEO, optimizing your Google Business Profile, gathering customer reviews, and avoiding common mistakes, you can improve your online visibility and attract more customers. Remember, SEO is an ongoing process. It takes time and consistent effort, but the results can be well worth it for your field service business. Learn More Want to learn more about how Service.ly can help your business? Be sure to check out their website at www.service.ly . Related: Stand Out From The Competition with Mediagistic The following music was used for this media project: Music: Summon the Rawk by Kevin MacLeod Free download: https://filmmusic.io/song/4434-summon-the-rawk License (CC BY 4.0): https://filmmusic.io/standard-license Published on Oct 24, 2024 at… The post Mastering Local Marketing With Service.ly appeared first on Service Autopilot .…
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1 Stand Out from the Competition With Mediagistic 58:59
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On this episode of the Profit Roadmap, we're talking with Eddie Childs, Director of Corporate Marketing, and Michelle Caston, Director of Media Planning and Buying, both from Mediagistic. In this episode, we cover: How to stand out in a crowded market The importance of brand storytelling Smart ways to use marketing automation Tips for creating an effective website How to improve customer experience Backgrounds Eddie Childs brings a wealth of experience to the table as the Director of Corporate Marketing at Mediagistic . He's been with the company for nearly a decade, starting in copywriting and social media before moving into other areas of marketing like demand generation, email, and inbound leads. Over the years, Eddie has taken on a more consultative role, helping clients shape their digital strategies and improve their marketing performance. Michelle Caston, the Director of Media Planning and Buying at Mediagistic, has almost 20 years of experience in her field. She's been with Mediagistic for 14 years, joining the team when she moved to Tampa from Miami. Michelle is an expert in helping businesses make the most of their marketing budgets and ensuring they have a strong brand presence in their specific markets. She leads a small but mighty team that handles all the mass media and traditional media planning and buying for the agency. Standing Out in a Crowded Market Eddie and Michelle share some key tips for making your business pop at the local level: Wrap your trucks: Your vehicles are like moving billboards Offer great customer service: This helps with word-of-mouth and online reviews Tell a value-based story: Focus on what customers really care about Be consistent: Keep your brand image the same across all platforms Educate your customers: Share helpful tips and tricks Michelle says, "Making sure your brand image is consistent, whether you're doing broadcast radio, that sound, you know, having your tagline in there, or if you have an attached TV spot video, that the logos are the same from the truck to the video, just making sure that whatever efforts you have going on in the local market, they are consistent so that you can remain memorable ." The Power of Brand Storytelling Eddie says that good brand storytelling is about connecting with what customers really care about: Focus on customer needs: For HVAC , customers care about their homes, families, finances, and time Make the customer the hero: Tell stories that put the customer at the center Offer solutions: Show how your business solves customer problems Highlight your unique value: What makes your business different from others? Smart Ways to Use Marketing Automation Our guests also talked about how to use your customer database for better marketing: Clean your data: Make sure your customer information is up-to-date Use lookalike audiences: Find new customers similar to your current ones Target specific areas: Focus on neighborhoods where you already have customers Personalize your messaging: Use customer data to make your marketing more relevant Michelle says, "You can take your current database, clean it, plug it into a system. We can now use a lookalike audience type tool where you're targeting people in the same neighborhood." Creating an Effective Website Eddie shares some key ingredients for a great website: Make it fast : Customers won't wait for slow-loading pages Use custom photos: Avoid stock images that everyone else uses Make it easy to contact you: Keep your phone number and "Schedule Appointment" button visible Write clearly: Use simple language that's easy to understand Make it mobile-friendly: Most people browse on their phones Improving Customer Experience Eddie explains that customers want four main things: Someone to answer the phone A technician to show up on time Fair pricing Their problem solved He suggests using technology to improve these areas: Use AI for phone answering: This ensures calls are always answered Send automated updates: Let customers know when technicians are on the way Use tech to explain pricing: Show customers why you recommend certain solutions Follow up after service: Make sure everything is working well Wrapping Up Marketing your field service business doesn't have to be complicated. By focusing on consistent branding, telling good stories, using your customer data wisely, having a great website, and providing excellent customer service, you can stand out in your market and grow your business. Learn More Want to learn more about how Mediagistic can help your business? Be sure to check out their website at www.mediagistic.com . Related: Mastering Digital Marketing: Insights From One Thing Marketing The following music was used for this media project: Music: Summon the Rawk by Kevin MacLeod Free download: https://filmmusic.io/song/4434-summon-the-rawk License (CC BY 4.0): https://filmmusic.io/standard-license Published on Oct 11, 2024 at 10AM The post Stand Out from the Competition With Mediagistic appeared first on Service Autopilot .…
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1 Mastering Digital Marketing: Insights from One Thing Marketing 52:58
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On this episode of the Profit Roadmap, we're talking with Ben Stimler, the Director of Strategic Partnerships at One Thing Marketing. In this episode, we cover: The importance of a professional online presence How to manage your online reputation effectively The power of customer reviews and how to get more of them Smart ways to use technology in your marketing efforts Tips for creating a strong marketing strategy on a budget The Digital Storefront: Why Your Website Matters Ben reminds us that in today's world, your website is your storefront because this is usually the first impression potential clients have of your business. Here are some key points to remember: Make it professional: Your website should look clean and well-designed Easy to use: Put important information like your phone number "above the fold" Showcase your services: Clearly list what you offer Optimize for search: Make sure Google can find and understand your site Managing Your Online Reputation Your online reputation can make or break your business. Here's what Ben suggests: Ask for reviews: When a customer is happy, don't be shy about asking them to leave a review Respond to all reviews: Whether good or bad, always respond professionally Don't get into online battles: If you get a negative review, address it calmly and offer to make things right Get more positive reviews: If you do get a negative review, focus on getting more positive ones to balance it out The Power of Customer Reviews Reviews are super important in today's digital age. Here’s why: They build trust: Good reviews make new customers more likely to choose you They improve your search rankings: More reviews can help you show up higher in Google searches They provide feedback: Reviews can help you understand what you're doing well and where you can improve Ben suggests, "When you provide service to someone, first of all, ask them how their experience was. And if they respond in a positive way, ask them to leave a review." Smart Ways to Use Technology in Marketing While fancy new tech is always popping up, Ben recommends focusing on the basics: Have a great website: This is your online home base Use social media : Platforms like Facebook and Instagram can help, but they shouldn't be your only online presence Consider email marketing: It's an effective way to stay in touch with customers Use automation : Tools that send automatic text updates to customers can improve communication Remember, technology should make your life easier and help you serve customers better. Creating a Strong Marketing Strategy on a Budget You don't need a huge budget to have effective marketing. Ben shares some tips: Start with low-hanging fruit: Join local business groups or improve your uniforms Focus on customer service: Great service leads to good reviews and word-of-mouth referrals Be consistent: Keep working on your marketing efforts , even in your off-season Invest wisely: Put your money into things that will bring in leads and sales As Ben puts it, "You need to focus on reputation management and just be ready to think ahead to that marathon, that long-term investment." Wrapping Up Marketing your field service business doesn't have to be complicated or expensive. By focusing on the basics— a good website , strong online reputation , great customer service , and smart use of technology —you can attract more customers and grow your business. Remember, it's a marathon, not a sprint. Keep working at it, and you'll see results over time. As Ben says, "You need to be focusing on all those things together as best you can." Learn More Want to learn more about how One Thing Marketing can help your business? Be sure to check out their website . Related: Finding Your Company’s “Why” with Drew Larison The following music was used for this media project: Music: Summon the Rawk by Kevin MacLeod Free download: https://filmmusic.io/song/4434-summon-the-rawk License (CC BY 4.0): https://filmmusic.io/standard-license The post Mastering Digital Marketing: Insights from One Thing Marketing appeared first on Service Autopilot .…
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On this episode of the Profit Roadmap, we're talking with Kyle Gargaro, Editorial Director & Associate Publisher of The ACHR NEWS. We cover some great topics, including: The current state of the HVAC industry Emerging trends in green technology The impact of government regulations Strategies for workforce development The importance of local government involvement And so much more! Kyle's Journey in HVAC Journalism With a background in journalism and a career in local newspapers, Kyle joined ACHR News in 2004 as an associate editor. At that time, his HVAC knowledge was limited to knowing where his air conditioner and furnace were! Fast forward 20 years, and Kyle is now the Editorial Director of ACHR News. His dedication and willingness to learn have made him an expert in this field. The State of the HVAC Industry Kyle says that while residential HVAC may feel like it's slowing down, it's actually just returning to pre-COVID levels. The pandemic created a surge in home improvement projects, which pulled future business forward. On the commercial side, there's been significant growth, with a 13% increase reported recently. Emerging Trends in Green Technology The push for greater energy efficiency is driving innovation in the HVAC industry in two key areas. Heat Pumps: These are gaining traction due to government incentives and a focus on decarbonization. Geothermal Systems: While not new, geothermal technology is seeing renewed interest thanks to energy efficiency awareness and government support. Impact of Government Regulations Kyle says that it is really important to stay informed about government regulations especially: The refrigerant transition in 2025, moving from R410A to A2Ls New overtime rules that will affect how contractors pay their employees Strategies for Workforce Development Addressing the ongoing workforce shortage in HVAC, Kyle talked about a few different strategies: Market to prospective employees like you would to customers Use social media , especially Instagram, to reach younger potential hires Create an attractive work environment with perks like gym memberships or game rooms Offer incentives for current employees to recruit new talent Focus on recruiting veterans and women, two often overlooked groups in HVAC The Importance of Local Government Involvement Kyle stresses that local government can significantly impact day-to-day business operations. While it might be tougher to find information about local policies, engaging with local governments can be more beneficial. Local officials are more likely to care about the jobs you provide in the community. Advice for HVAC Professionals For those just starting in HVAC or looking to grow their business, Kyle offers this advice: Join industry associations to network and stay informed Invest in training for yourself and your employees Stay up-to-date with technology and regulations Consider expanding into indoor air quality services Use education as a marketing tool to engage customers Learn More About ACHR News To stay informed about the latest HVAC industry trends, check out ACHRnews.com . You can find daily updates, podcasts, videos, and webinars covering all aspects of the HVAC industry. Also, be sure to check out these links to items Kyle mentioned in the podcast: Field Services Academy ACCA Service Roundtable Related: Navigating Climate Change in the HVAC Industry: Insights from Tim Fisher The following music was used for this media project: Music: Summon the Rawk by Kevin MacLeod Free download: https://filmmusic.io/song/4434-summon-the-rawk License (CC BY 4.0): https://filmmusic.io/standard-license The post Service Industry News Updates With Kyle Gargaro appeared first on Service Autopilot .…
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1 Turning Technicians into Sales Superstars: Lessons from Tommy Mello 56:54
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On this episode, we're talking with Tommy Mello, founder of A1 Garage Door Service and host of the popular podcast, HomeService Expert. The post Turning Technicians into Sales Superstars: Lessons from Tommy Mello appeared first on Service Autopilot .
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1 Mastering Social Media for Service Businesses With Social Jazz, Marlen Weber, and Britany Cruz 1:07:15
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On this episode of the Profit Roadmap podcast, Ryan and Bekah chat with Britany Cruz and Marlen Weber from Xplor, and Paul Baccaro from Social Jazz. The post Mastering Social Media for Service Businesses With Social Jazz, Marlen Weber, and Britany Cruz appeared first on Service Autopilot .
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1 Modernizing HR Practices With Brielle Ware 1:00:55
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On this episode of the Profit Roadmap podcast, Ryan chats with Brielle Ware, Human Resources Director at Xplor Technologies about ways to modernize HR. The post Modernizing HR Practices With Brielle Ware appeared first on Service Autopilot .
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1 Mowing Down Inefficiency: Jason Thomas's Tech Revolution at Don's Lawns 57:31
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On this episode of the Profit Roadmap podcast, Ryan and Bekah chat with Jason Thomas from Don’s Lawns in Oklahoma City. The post Mowing Down Inefficiency: Jason Thomas's Tech Revolution at Don's Lawns appeared first on Service Autopilot .
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1 Navigating Climate Change in the HVAC Industry: Insights from Tim Fisher 1:04:26
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On this episode of the Profit Roadmap podcast, Ryan and Bekah chat with Tim Fisher, the Director of Market Intelligence at HARDI. The post Navigating Climate Change in the HVAC Industry: Insights from Tim Fisher appeared first on Service Autopilot .
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