Transforming the Trades Podcast: Hosted by Lynn Wise

Are you struggling to keep track of your inventory and spending too much time and money on purchasing materials? Inefficient inventory management and purchasing processes are common challenges faced by skilled trades businesses, especially in HVAC and plumbing. These issues can lead to significant financial losses and hinder business growth… but not when you use Ply! Tune in to hear from David Wigder, co-founder of Ply, about how their innovative solution simplifies materials management for contractors. Did you know that a $5 million/year contractor could be losing up to $100,000 annually due to poor inventory management? That's a staggering amount of money that could be saved with the right tools and processes in place! Today, Dave reveals Ply's four-phase approach to implementing their inventory management and purchasing solution, and how it can help trade businesses like yours save time and money. On this episode of Transforming the Trades, Lynn and Dave discuss: The motivation behind creating Ply and its mission to simplify materials management Ply's four-phase approach to onboarding and implementation The financial impact of inefficient inventory management and how Ply addresses these issues Integration with popular field service management software like ServiceTitan and Jobber The importance of tracking dead stock and its impact on cash flow Why you need an internal champion to ensure successful adoption Actionable Key Takeaways for Trades Operators: Start small and focus on incremental progress when implementing an inventory management solution. Assign an internal champion to oversee the implementation and adoption of the new system. Prioritize tracking high-value items and frequently used materials to maximize savings. Regularly review consumption reports to identify trends and optimize inventory levels. Consider the long-term benefits of improved inventory management on cash flow and business growth. By implementing a comprehensive inventory management and purchasing solution like Ply, trade businesses can streamline their processes, reduce costs, and ultimately improve their bottom line.  Don't let inefficient materials management hold your business back any longer – take action today and start your journey towards a more profitable future! The resources mentioned in this episode are: Learn more about Ply & book a demo: https://getply.com Connect with Dave on LinkedIn: https://www.linkedin.com/in/david-wigder Email Dave: [email protected] 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media.

Are you leveraging the latest advancements in AI to transform and future-proof your trade business? In an era where digital transformation is pivotal across all industries, staying updated with technological advancements is crucial. The same is true for the trade industry, where integrating AI can bring about unprecedented efficiencies. In this episode, you’ll learn about the evolving landscape of digital marketing for trade professionals. Lynn is joined by Andrew Jenkins, Founder of the digital marketing agency Catalyst RVA, to explore the impact of AI on marketing strategies for trades business - like plumbing, heating, and electrical. From leveraging AI tools to optimizing search engine results, Andrew sheds light on practical tips and strategies that can help your trade business stay competitive and efficient. This episode is packed with actionable advice for small business owners looking to make the most of AI in their operations. Don’t miss these insights… or you may soon be left in the dust! On this episode of Transforming the Trades, Lynn and Andrew discuss: The role of AI in digital marketing How small business owners can leverage AI starting today The evolving role of marketing agencies in the AI era Tips for utilizing AI for content creation and marketing Why you need to document processes for AI integration Critical considerations when using AI tools The importance of balancing traditional methods with AI advancements Predictions and upcoming trends in 2024 and beyond Actionable Key Takeaways for Trades Operators: Document Your Processes: Just like in the trades, law firms should thoroughly document all standard operating procedures to identify areas where AI can be implemented effectively. Start Small: Begin integrating AI with smaller, repetitive tasks such as email automation or content ideation to ease into more advanced applications. Stay Informed and Test: Continuously stay updated on the latest AI tools and trends. Test these tools to find which ones bring tangible benefits without compromising quality. Maintain Human Oversight: Ensure a human touch remains in areas critical to client satisfaction and legal accuracy. AI can assist, but it should not replace human judgment and expertise entirely. Optimize Marketing Efforts: Leverage AI for creating eye-catching visuals and generating marketing content, but always review outputs for quality and consistency with your firm's voice. The resources mentioned in this episode are: Learn more about Andrew’s business, Catalyst RVA: https://catalystrva.com Check them out on social media: @catalystrva Connect with Andrew on LinkedIn: https://www.linkedin.com/in/andrew-lee-jenkins Email Andrew: [email protected] 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media.

Have you ever wondered how a single negative review could impact your business's bottom line and what you can proactively do to protect your reputation? In today's digital age, the reputation of skilled trades businesses, including HVAC and plumbing, is more critical than ever. Potential customers often rely on online reviews to make their decision before they even make contact. Is your business prepared to manage its online reputation? Tune in as Lynn speaks with Cassandra Webster, Sr. Director of Home Service Sales at Consumer Fusion, an online reputation management company. Cassandra leads their home services division and brings a wealth of experience in enhancing the online reputations of trade businesses. Did you know that Consumer Fusion has successfully removed hundreds of thousands of illegitimate negative reviews in their 13 years of business? Cassandra's expertise is a game-changer for businesses struggling with unfair online reviews. Listen in to learn her strategies for improving and protecting your business' online presence! In this episode of Transforming the Trades, Lynn and Cassandra discuss: The key pillars for establishing a solid online reputation strategy. The importance of frequency and relevancy of reviews. Tips and strategies for generating more positive reviews. How your online reputation can impact lead conversion and advertising efficiency. The importance of integrating reputation management into your digital marketing strategy. Tactical advice for contractors: How to be proactive in managing your online reputation. Future trends in online reputation management. The role and significance of third-party review sites like Yelp, Facebook, Nextdoor, etc. Actionable Key Takeaways for Trades Operators: Maintaining a stellar online reputation is critical. 90% of consumers look at reviews before contacting a service provider, making your online presence a vital component of your business' success. One negative review can turn away up to 30 potential customers! You must respond professionally to negative reviews and flag illegitimate reviews for removal. Partnering with a company like Consumer Fusion can make this task easier and more effective. Don't wait until it's too late. Implement a proactive reputation management strategy to protect and enhance your business' online image. This positions you ahead of competitors who may only react when things go wrong. While Google is king, Cassandra recommends also focusing on Yelp, Facebook, Nextdoor, and industry-specific sites like HomeAdvisor and Angi. Voice search technologies, such as Amazon Alexa, rely on reviews from various platforms. To make a good impression on potential customers, it is important to maintain a positive online presence on all platforms where they might find you. With advancements in generative AI like ChatGPT and Google’s new AI initiatives, online reputation management is evolving. Keep an eye on how AI could affect your digital footprint in the near future. Encourage your techs to ask for reviews in person and automate follow-ups through text or email. Consistent positive reviews are crucial, and having a systematic approach will keep your online reputation strong and relevant. The resources mentioned in this episode are: Get in touch with Consumer Fusion: https://www.consumerfusion.com Connect with Cassandra on LinkedIn: https://www.linkedin.com/in/cassandra-webster 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Podcast YouTube Channel: https://www.youtube.com/@TransformingtheTradesPodcast Contractor in Charge Website: https://contractorincharge.com

AI has the potential to save HVAC technicians up to five hours per week, ultimately boosting productivity and profitability! Not only that, but real-time data and AI integration can transform the way technicians and distributors handle inventory and procurement problems. How? Tune in to find out about one of the most revolutionary apps in the HVAC industry! In this episode, Lynn sits down with Matt Case, SVP of Growth at Bluon, an app empowering the HVAC industry through time savings, data, and innovation. Today, Matt and Lynn explore the transformative impact of technology and AI in the HVAC industry. They highlight how synchronizing databases and roadmaps can solve pressing inventory and procurement challenges, emphasizing the necessity for real-time pricing and availability in our ever-dynamic world. Matt also discusses Bluon’s strategic integration with ServiceTitan — a key player in the residential tech sphere — and how it can revolutionize the efficiency of technicians by automating administrative tasks and increasing revenue. Stay tuned to learn about Bluon’s intuitive software solutions tailored for seasoned technicians, the seamless onboarding experience, and more revolutionary changes coming to the HVAC industry. Whether you're a business owner, contractor, or technician, this episode is packed with crucial insights and practical solutions to empower you to do your best work! In this episode of Transforming the Trades, Lynn and Matt discuss: How Bluon is revolutionizing the HVAC industry How synchronization can help you solve inventory and procurement issues The beneficial impact of AI on tech support The Bluon - ServiceTitan integration: What it means for your company Practical benefits of AI integration in home service businesses How AI can boost technician efficiency and revenue Actionable Key Takeaways for Trades Operators: Bluon’s AI platform handles over 150,000 live tech support calls and provides answers to more than 1,000 questions daily. This impressive figure is based on real interactions with service techs, ensuring that solutions are practical and user-friendly! Real-time data integration can drastically reduce the time spent on non-revenue tasks, freeing technicians to focus on skilled work. AI-driven tech support enhances real-time problem-solving, leading to better job efficiency and customer satisfaction. Integrating inventory management tools with platforms like ServiceTitan can streamline procurement processes and ensure seamless operations. Empowering technicians with intuitive, user-friendly software can significantly improve service quality and operational efficiency. Understanding and utilizing these innovative tools can lead to substantial revenue increases and competitive advantages in the industry. The resources mentioned in this episode are: Learn more about Bluon: https://www.bluon.com Connect with Matt on LinkedIn: https://www.linkedin.com/in/matt-case-986199a7 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Podcast YouTube Channel: https://www.youtube.com/@TransformingtheTradesPodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

If you’re feeling stagnant in your trade business and need a boost, or you’re feeling like your company isn’t receiving the attention it deserves, public relations should be your next area of focus. With the right PR, your company can go from being easily forgotten to never forgotten again. It can provide you with the exposure you need to attract new customers, position your company as a trusted local expert, and give you tools to grow and scale for years to come. In this episode, Lynn welcomes Heather Ripley, CEO and Founder of Ripley PR, a public relations agency serving national B2B clients in construction, franchising, healthcare IT, home services, manufacturing, and technology. Heather has been in the skilled trades industry, specifically HVAC, plumbing, and electrical, for 16 years, which has given her a strong passion for helping business owners like you thrive. PR is a totally different ball game than marketing and advertising. It tugs on the heart strings of your local community and shows them a different, more relatable side to the people behind your business. These are the stories that can elevate contractors like you and position you as a reliable expert in your community. In this episode of Transforming the Trades, Lynn and Heather discuss: The top 3 trends contractors should be aware of. How to use PR to stand out as an expert contractor in your local market. How Ripley PR is using AI and why they’re very cautious of using it for content creation. How AI can improve customer service & How to prevent AI from harming your business. Should I have an AI customer service agent for my home service business? How does PR benefit contractors? What PR strategies are successful for home service businesses in 2024? Actionable Key Takeaways for Trades Operators: With more of Gen Z skipping college, contractors have a major opportunity to be visible to potential candidates and prepared to offer the proper onboarding and. Technology is changing and home service businesses can benefit from AI. “We don’t yet know exactly how AI is going to impact the industry, but it’s definitely something to watch,” Heather says. Before implementing AI for customer service or investing additional funds in AI-driven marketing, it is crucial to understand the potential consequences. Perhaps investing in PR is the smarter, better choice! Sharing stories of charitable giving can benefit your home service business by attracting local attention. Additionally, it helps the charitable organization gain PR that they may not be able to afford. Even if you don’t think you have news to share or stories to tell, you most likely do! Reach out to Heather or another PR professional to uncover your next PR strategy. The resources mentioned in this episode are: Get in touch with Ripley PR: https://ripleypr.com Connect with Heather on LinkedIn Email her: [email protected] 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Podcast YouTube Channel: https://www.youtube.com/@TransformingtheTradesPodcast Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media.

As technology evolves and becomes more vital to trade businesses’ success, don’t fall behind and get lost in the dust of companies who are adapting and growing WITH technology! Today, you’ll learn exactly how technology is advancing the trades like never before AND how you can use technology to pivot, grow, and transform your trade business. In this episode, Lynn is joined by Jason Abbott, Head Business Coach at Business Development Resources (BDR), a coaching organization on a mission to help companies become more profitable through better culture, efficiencies, technologies, and more. Jason has been in the trades for 35 years, so he’s bringing to the table a wealth of knowledge on how to grow and develop an efficient, profitable trade business in 2024 and beyond. Don’t get left behind! It’s time to hop on the bandwagon and get learning. Tune in now to learn how to level up your business today and keep serving your community for years to come. On this episode of Transforming the Trades, Lynn and Jason discuss: Why technology is crucial for creating efficiency in your business. Essential technologies you need for your trade business. How businesses are using VR to train employees and technicians. Innovations in trade equipment and technology. How automation benefits trade businesses and supports business growth. How to elevate your customer experience: Combining field service management with CRM. How to become a master at CRM. Pivot points you should pay attention to in the next 1-2 years (hint: AI and automation!) Actionable Key Takeaways for Trades Operators: Scheduling software is the heartbeat of operations. If you implement efficiency tools and automation, especially in processes like scheduling and CRM, your business will grow and improve drastically. To become a master at CRM, you have to nurture your leads, customers, and workflows. This requires a significant pivot if you don’t already focus on CRM. Before focusing on getting more leads or customers (which requires money!), try to nurture the ones you already have so they covert and stay loyal. Many of the basics of Yellow Pages advertising have carried through to modern digital advertising. Ranking and keywords are just as important. The resources mentioned in this episode are: Get more support and business resources from BDR: www.bdrco.com  Connect with Jason on LinkedIn Email him: [email protected] 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://www.youtube.com/@TransformingtheTradesPodcast  Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Today’s guest has grown his plumbing and excavation business by 400% in the last 5 years, putting him in a great position to scale. How? Through intensive training and education. Now, he’s ready to add electrical, HVAC, and more training programs to his academy so he can keep transforming the trades in his region. In this episode, Lynn speaks with Richard Hart, the Founder of Harts Services and Harts Academy, about how he’s inspiring innovation and leadership in the next generation of trades professionals. Harts Academy is teaching plumbing, electrical, and HVAC apprentices the leadership skills, technical skills, and customer service skills needed to succeed in the trades. Above all, they’re training apprentices to show up professionally and thrive both independently and as part of a team. Richard is an innovative leader that exudes genuine servitude. So you’re in for some fantastic insights. Listen in to learn how Harts Academy is transforming the next generation of tradespeople in Washington! On this episode of Transforming the Trades, Lynn and Richard discuss: Richard’s approach to training open-minded, innovative tradespeople. About Harts Academy: How it’s shaping the next generation of plumbers. How to inspire innovation and leadership in the trade industry. Why Harts apprentices are so successful after getting out into the field for the first time. Why customer service is a key part of training. KPIs for Trainees: How to measure the growth and success of apprentices. Harts Services’ pay structure for new plumbers. Are there other trade academies similar to Harts Academy? Would you consult another trade business on how to train their apprentices? Actionable Key Takeaways for Trades Operators: After one year of apprenticeship, it’s time to get your apprentices out into the field. At the one year mark, they’ll be able to figure out if they’re going to stay where they are or if they need to go somewhere else that will let them do more. Customer service training should be intensive. Whether it’s new construction or an old home, you should treat it with more respect than you treat your own home. Paying it forward is what makes the world, and the trade industry, keep improving. The way you’re going to make your company #1 is by paying it forward to your trainees/employees. The resources mentioned in this episode are: Learn more about Hart’s Services’ & The Harts Academy: www.hartsservices.com/academy-apprentice-program Connect with Richard on LinkedIn Questions? Text or voice message him: (253)-342-5639 Email him: [email protected] 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://www.youtube.com/@TransformingtheTradesPodcastContractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Are you a service-based business that’s struggling to develop great leaders and retain employees? We have the advice you need to start making a change! To optimize your company’s future leadership takes specialized training and personal development, which today’s guest is an expert in. In this episode, Lynn speaks with Clifton Savage, CEO and Founder Service Leaders Society, who’s dedicated to helping you become a great leader, and attract, train, and retain the best people for your company. Service Leaders Society’s mission is to transform executive-level leaders and help them develop effective leaders in middle management and frontline management. Whether you own an HVAC, roofing, or manufacturing company, you can certainly benefit from the leadership tools and training that Service Leaders Society has to offer. Listen in to learn the tricks of the trade and start multiplying leadership throughout your company! On this episode of Transforming the Trades, Lynn and Clifton discuss: Pivot points leaders need to pay attention to as the trades industry evolves into the future. Signs your leadership isn’t effective. The specific leadership tools and training you need to invest in as a business owner in the trades. How does a leader become a leader of service to their employees? How to successfully implement servant leadership in your trade business Why aren’t my employees trying to invest in their own leadership development? Actionable Key Takeaways for Trades Operators: Generational shifts in the trades will impact everything, especially leadership. We need to empower the next generation to fill the gaps in leadership from previous generations. Focus on investing in tools and training that develop an empathetic servant leadership mindset, where the leaders are serving the employees, not the other way around. When implementing new leadership changes, you must get rid of the company-wide mindset of “this isn’t going to work” or “this isn’t going to last long, they’ll drop it soon”. Strive to implement leadership principles that are simple, yet effective changes. Remember, change starts at the top! To boost employee buy-in, identify champions of your leadership programs that will lead by example. Start with 5-10. The resources mentioned in this episode are: Learn more about Service Leaders Society: www.serviceleaderssociety.com Connect with Clifton on LinkedIn Email him: [email protected]  👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media.

How often do you find yourself making assumptions about your customers instead of asking the right questions to truly understand their needs? In an age where the skilled trades industries like HVAC and plumbing are facing demographic shifts and increasingly informed consumers, businesses must innovate by engaging meaningfully with their client base. On this episode of Transforming the Trades, we're excited to have Mike Simmons, founder of Catalyst A.C.T.S, join us to dive into the importance of strategic questioning over assumptions in business operations. Mike brings a remarkable blend of operational expertise and innovative sales tactics, having rebranded his company to broaden appeal and emphasize action—an approach that could revolutionize the customer interface in the trades. On this episode of the Transforming the Trades Podcast, Lynn and Mike discuss: - Mike Simmons' diverse background and how it applies to the trades - The structural integrity of business aligned with customer integrity - The impact of demographic shifts on customer engagement - Redesigning customer experience by reverse engineering from desired outcomes - The power of asking questions to prevent assumptions in customer service - The link between operational leadership and frontline customer interactions - Preventative maintenance as an opportunity for enhanced customer relations Key actionable takeaways for the Skilled Trades Businesses/HVAC/Plumbing Industry: - Design your business strategies and customer interactions with intentionality for standout experiences. - Empower both leadership and frontline team members to ask more strategic questions. - Consider preemptive services to become the "right before" solution for customers. - Evaluate whether existing industry playbooks are truly serving your business’s unique goals. If you're in the trades and seeking to build a business that not only stands the test of time but also stands out for its customer satisfaction, this episode with Mike Simmons is your blueprint for change.The resources mentioned in this episode are: The book Mike mentions, The Design of Everyday Things By Don Norman, found here: https://www.amazon.com/Design-Everyday-Things-Revised-Expanded/dp/0465050654  Connect with Mike Simmons from Catalyst A.C.T.S.  on LinkedIn here: https://www.linkedin.com/in/mikesimmons/  The program’s website mentioned Mike Simmons, found here: https://www.findmycatalyst.com/  Remember, when it comes to customer service—ask more, assume less, and always be ready to innovate.  Tune in for an insightful discussion on how the trades can leverage sales thought processes and Mike’s unique strategies to enhance problem-solving and customer experiences. Keep transforming your trade with us here at Transforming the Trades. 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Ever wondered how the evolving trends in marketing strategies are shaping the success of skilled trades businesses in today's competitive landscape? Today, we're delving into the shifting dynamics of marketing strategies and their impact on the success of skilled trades businesses, particularly in the HVAC and plumbing industry. Our discussion provides real-world insights into adapting to market changes to ensure sustained growth and success. We are thrilled to welcome Katie Donovan, CEO of Camp Digital, a premier partner agency with deep expertise in innovative marketing strategies specifically tailored for the skilled trades industry. We've brought Katie on the show to shed light on the evolving marketing landscape and the crucial role it plays in the success of businesses in the skilled trades sector. Katie Donovan has managed over a billion dollars in ad spend, positioning herself as a trailblazer in the marketing world. Her expertise provides invaluable insights into the changing marketing paradigms impacting the skilled trades industry. In this episode, listeners can expect an in-depth exploration of the current and anticipated changes in marketing strategies, focusing on how to sustain success amidst industry shifts. On this episode of Transforming the Trades, Lynn and Katie discuss: Insights into the evolving landscape of marketing strategies Understanding the impact of shifting consumer behaviors on the skilled trades industry Leveraging AI and technological advancements for effective marketing in the skilled trades Key actionable strategies for adapting to the evolving marketing dynamics Actionable Key Takeaways for Blue Collar Businesses: Embrace transparency and value demonstration to build trust with customers Strategic focus on service and repair amidst changing consumer preferences Leveraging AI and staying abreast of technological advancements for effective marketing The resources mentioned in this episode are: The data report Katie Provides, which can be viewed here Connect with Katie Donovan from Camp Digital on LinkedIn Here: https://www.linkedin.com/in/katestapletondonovan/  Find Camp Digital’s website Here: or at campdigital.com As the skilled trades business landscape continues to evolve, it's crucial to stay ahead of the curve by adapting marketing strategies to align with changing consumer behaviors and industry dynamics.  Join us as we navigate the evolving marketing landscape with Katie Donovan, providing actionable insights to ensure sustained success in the skilled trades industry. 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Achieving long-term success in the trades takes dedication and consistency. It also takes a bit of strategic thinking! Forget about hiring new techs or trying some new and difficult “cure-all” strategy… you need to get back to the basics and re-discover the key to achieving your business goals. In this episode, Lynn welcomes Danielle Putnam, President at The New Flat Rate, to talk about how to grow a winning blue collar business and feel successful every single day. Danielle shines light on her fascinating approach to creating a lifestyle of success in both her personal life and her blue collar business. Listen in as Danielle shares her top tips and strategies for hitting your business goals without all the stress and overwhelm of trying something new. Ready to learn the ways to WIN? Tune in! On this episode of Transforming the Trades, Lynn and Danielle discuss: How Danielle created a new lifestyle of success in life and business. The key to achieving your business goals without hiring more techs or trying something new and difficult. Why profit is the virtue of success, not top line sales. Is goal-setting really the way to achieve long-term success in a trades business? Actionable Key Takeaways for Trades Operators: Set your business up to WIN. What can you do successfully TODAY? Do that and repeat. Don’t try to justify your bad habits by counteracting them with good habits. Growth doesn’t happen that way. Instead, you must intentionally change your habits so they guide you on the path to success. Instead of trying something new and difficult in your business, write out a list of “shoulds” and commit to succeeding in those first. The resources mentioned in this episode are: Learn more about The New Flat Rate Connect with Danielle on LinkedIn Hire/Find Jobs in the Trades: GetTradeJobs.com Listen: Dennis the Apprentice Podcast 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

With the digital revolution actively transforming the trades, business owners like you need more than just accountants and project managers, you need specific action steps based on real data so you can grow and thrive. If you don’t have a way to interpret the wealth of data coming into your business, a lot of money is being left on the table! So, what do we do? How do we move forward? In this episode, Lynn is joined by Bryan Eisenberg, Vice President of Dataturk.ai and Co-Author of “Be Like Amazon”, to discuss a solution. Bryan shares how to use Dataturk.ai to interpret your data and transform your business. Throughout this dynamic chat, Bryan highlights a prevalent theme of consumer behavior, where it’s leading, and how consumer data can help you transform the trades. Join us to learn the secrets to growing your business like Amazon! On this episode of Transforming the Trades, Lynn and Bryan discuss: How Dataturk.ai analyzes your financial data to help you make great business decisions. Current Data on Customers: Where are we now and where should we be in the next 3-5 years? How to implement Amazon’s 4 Pillars of Success in your business. If I have a limited scope of products and services, should I add more, like Amazon? A real case for using Dataturk.ai: How one company went from $2 million to $5 million in monthly revenue. Actionable Key Takeaways for Trades Operators: Instead of focusing on competitor data, focus on customer behavior data and who’s currently changing it in your industry. If you have a call center in your business, try to figure out where your call leads are coming in. Memberships are a great way to be able to predict your capacity and leads coming in, but remember to have 5-7 touchpoints with each member throughout the year! The resources mentioned in this episode are: Bryan Eisenberg’s book, Be Like Amazon Learn more about Dataturk.ai and get a free e-book, “The 21 Secrets of Top Performing Home Service Companies” Connect with Bryan on LinkedIn 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Need inspiration for ways to incentivize your employees to arrive on-time and do their best work every single day? We’ve got it! Your team members are the heart of your business, so if they’re not motivated to show up and work, your whole company could fall apart. That’s why you need solid strategies that empower both your apprentices and technicians to be the best.  In this episode, Levi Torres, the President of High 5 Plumbing, joins host Lynn Wise to share the strategies he’s implemented in his business to decrease attrition, make recruitment easier, and build a strong, motivated, and loyal team. Levi highlights some unique ways to incentivize your team, give them more flexibility in their schedules, and create a company culture that people want to be a part of. With a motivated and vision-focused team, you can serve your clients and community and become the best in your industry. Join us for an eye-opening conversation full of gems that could transform your business into an industry leader! On this episode of Transforming the Trades, Lynn and Levi discuss: How Levi’s background in network/multi-level marketing helped him start his own business. Strategies for decreasing attrition, structuring pay and bonuses, & building a strong, loyal team. How to give your employees more flexibility in their work schedules & Avoid potential scheduling/hiring issues. Two fun incentives that motivate your technicians to arrive on-time every day. How to differentiate yourself as a trades business. The secret to making merch that your employees and community actually want to wear. Actionable Key Takeaways for Trades Operators: The more you look at how other industries are achieving success and applying those strategies to your own industry, the more success your business will have. Consider creating an apprentice program to make recruitment easier. To keep apprentices motivated to be on-time, try creating an incentive program, like Levi’s weekly bonus dart board or monthly prize wheel. Focus on making an impact on your team, which will then impact your clients and community. Show your employees a path forward by creating a vision and motivating them down that path. Vision boards are a great way to keep yourself and your team focused on the mission and motivated to work hard. The resources mentioned in this episode are: Visit High 5 Plumbing’s website Follow High 5 Plumbing on Instagram, Facebook, TikTok, and YouTube Connect with Levi Torres on LinkedIn 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media.

In this episode of Transforming the Trades with Lynn Wise, you will dive into the often-overlooked but crucial topic of what occurs when a truck owned by a blue-collar business gets into an accident. Guest Kelsea Eckert, an attorney from Eckert & Associates, P.A., and an expert in insurance and claims management navigates the complexities of this scenario with clarity and insight. The episode begins by outlining the typical challenges that blue-collar businesses face, emphasizing the integral role that trucks play in their operations. From construction companies to landscaping services, to ductless cleaining, specialized trucks are the lifeblood of these businesses, facilitating transportation of equipment, tools, materials, and personnel. The aftermath of a truck accident, if losses are not recovered, may have immediate and long-term impacts on your business's operations. Loss of revenue, increased insurance premiums, and potential legal ramifications are just a few of the daunting consequences that business owners must confront. Throughout the episode, Eckert shares practical advice and strategies for navigating the claims process effectively. From documenting the accident scene to understanding insurance coverage options, she empowers listeners with the knowledge needed to protect their businesses and minimize downtime. Moreover, Eckert emphasizes the importance of proactive risk management and maintaining comprehensive insurance coverage tailored to the unique needs of blue-collar businesses. In summary, "Trucks and Blue Collar Businesses: What Happens When Yours Gets In An Accident?" serves as a compelling exploration of the challenges and opportunities inherent in managing downtime claims for blue-collar businesses. Through engaging anecdotes and expert analysis, Kelsea Eckert equips listeners with the knowledge and tools necessary to navigate this complex terrain with confidence and resilience. The resources mentioned in this episode are: - Check out Contractor in Charge here 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. This episode was produced and brought to you by Reignite Media.

Are you ready to navigate the tumultuous seas of business acquisitions while keeping your trade company afloat? In an era where market fluctuations and economic downturns challenge every aspect of the skilled trades businesses, understanding the dynamics of business acquisitions can be the difference between sinking or swimming. With interest rates on the rise and an economic climate reminiscent of the 2008-2009 period, HVAC and plumbing industries are right at the heart of these seismic shifts. Today on Transforoming the Trades, Lynn Wise interviews Brian Cohen, Business Strategist from SF&P Advisors. Brian brings a wealth of knowledge, having been instrumental in 110 transactions over the past three years.  Under Brian's watch,SF&P Advisors, founded by Fred Silberstein, has seen a staggering increase in deal flow, leaping from a modest 12-15 per year to an impressive 110-115 in the last three years alone. His perspective offers a unique juxtaposition of small contractor ethos and grand-scale private equity maneuvers. Given the consolidation trends in trades like HVAC, Brian's insights are invaluable for anyone looking to grow, sell, or adapt their business in these changing times. Transforming the Trades Episode Rundown: The shift from an owner-centric business model to an autonomous, system-driven approach. Brian's take on the potential impacts of the current economic climate and the importance of finding new revenue streams. The strategic advantage of private equity partnerships during downturns. Insights into the HVAC consolidation in key markets and what it might signal for the future. The role of company culture, accountability, and performance in dealings with PE firms. The importance of embracing technology and effective employee training. The dynamic between business culture, growth, employee empowerment, and company value. Key Actionable Takeaways for Blue Collar Businesses: Understand and prepare your business for varying market conditions before considering a sale. Recognize the importance of your company's culture and its impact on potential acquisitions. Embrace technology and training as tools to stay competitive and efficient. Consider the potential advantages of forming private equity partnerships, especially in challenging economic times. Stay ahead of the curve by discussing business decisions with experts and ensuring your company is valuated correctly. The resources mentioned in this episode are: Contact Brian via phone number at: 954-226-3409 Whether you're eyeing an acquisition, contemplating a sale, or simply looking to strengthen your trade business against economic headwinds, this episode with Brian Cohen is an anchor in stormy economic waters.  Tune in to "Transforming the Trades" to ensure your business is not just surviving, but thriving. Let's build for the future, starting with the wisdom of today. 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. This episode was produced and brought to you by Reignite Media.

Are the skilled trade businesses missing out on a game-changing strategy for creating the next generation of service technicians? Amidst the struggles of finding and retaining quality talent in the skilled trades industry, there is an untapped potential in cultivating the next generation of service technicians through apprenticeship programs and effective mentorship. Today, we have a special guest, Dennis Hamon, the founder of Dennis the Apprentice and co-owner of a successful plumbing business. We brought him on the show to share his insights on nurturing the next generation of skilled trade professionals through apprenticeships and mentorship. Dennis started his apprenticeship in his twenties and rose to great success, proving that investing in apprenticeships can lead to prosperous careers in the trades for individuals, regardless of their entry point into the industry. In this episode, listeners can expect to gain valuable insights into the world of apprenticeships and mentorship in the skilled trades industry, learning from Dennis’s personal journey and his innovative approach to transforming traditional industry practices. On this episode of Transforming the Trades, Lynn and Dennis chat about: - Dennis’s motivation behind starting Dennis the Apprentice - The importance of apprenticeship and mentorship in the skilled trades - Tips on being a successful apprentice and building a career in the trades - Utilizing social media and innovative strategies to attract and engage the next generation of skilled trade professionals Key actionable takeaways for the Skilled Trades Businesses/HVAC/Plumbing Industry: - Implement apprenticeship programs and mentorship initiatives to foster the growth of the next generation of skilled trade professionals. - Utilize social media and modern content creation to attract and engage young talent in the trades. Join us in this transformative conversation with Dennis Hamon as we uncover the potential of apprenticeships and mentorship in revolutionizing the skilled trades industry, paving the way for a future of prosperous and fulfilled service technicians. The resources mentioned in this episode are: Dennis’s instagram, @dennistheapprentice 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

How are evolving consumer expectations reshaping the home services industry? In a world where on-demand streaming and rideshare services have become the norm, the Skilled Trades Businesses, HVAC, and Plumbing Industries are catching up with the trend towards convenience, transparency, and customer-centric models. On this episode of "Transforming the Trades," we're thrilled to have Darren Dixon, an experienced veteran in the home services industry and the CEO of fyxify, a company revolutionizing service delivery by focusing on consumer needs and preferences. Darren isn't your everyday industry expert; he predicts that within the next three to five years, 20-30% of contractors will close shop not because of a lack of demand, but due to customers turning away from outdated advertising gimmicks in search of genuine value. If you're interested in how technology and changing consumer behaviors are disrupting the industry, this conversation with Darren Dixon offers a goldmine of knowledge. In this episode of Transforming the Trades, we discuss:    - The transformation from a contractor-centric to a consumer-centric model    - The major shift in skilled trades businesses' approach over the past decades    - How wider economic factors are contributing to changing customer acquisition costs    - The move to subscription models and the challenges they pose to traditional contractors    - How digital strategies are crucial in adapting to new consumer behaviors    - The development of fyxify’s new subscription product and platform to streamline communication between consumers and contractors Key actionable takeaways:    - Embrace the subscription model for recurring revenue and better retention    - Streamline digital communication to align with consumer expectations for convenience    - Focus on customer education about new business models, especially for millennials    - Develop a strong, trustworthy brand that puts the consumer experience first    - Prepare your business for the economic and market changes affecting the trade industry As we conclude this episode, it's important to remember that in order to stay ahead in the skilled trades, it's crucial to stay connected with your customers' ever-changing needs. Let Darren Dixon's insights serve as a guide for developing a future-proof strategy that not only draws in but also retains and satisfies the modern consumer.  Delve deep into the heart of these transformations with "Transforming the Trades" - because skilled trades are not just about the tools in hand, but the innovation at your fingertips. Want to connect with Darren or learn more? Check out his LinkedIn here: https://www.linkedin.com/in/darren-dixon-663b4511/  Or His Website here: https://fyxify.pro/ 

Have you ever wondered how small businesses can compete against industry giants in the digital age?  In this episode of Transforming the Trades, our host, Lynn Wise, dives into the world of data and technology with our guest, Christian Dunwoody, from Scorpion. As a leader in the digital marketing space for home services contractors, Scorpion has been helping businesses level up their marketing efforts and navigate the changing landscape of the skilled trades industry. Here's the wow factor: Christian Dunwoody has not only been in the digital marketing world for seven years, but he also has a background in recruiting for plumbing, HVAC, and electric services.  This unique perspective gives him valuable insights into the challenges and opportunities facing the industry today. In this episode, we discuss the transformation happening in the trades industry, the power of harnessing data and technology, and how small businesses can compete against the big players.  Here's what you can expect: - Insights into the shifting recruiting landscape and how businesses can attract and retain skilled technicians. - Understanding the role of data in marketing and how to leverage it for more efficient and profitable growth. - Exploring alternative advertising platforms and strategies to lower customer acquisition costs. - The future of SEO and the role of artificial intelligence in optimizing online presence. - An exciting announcement from Scorpion that will revolutionize how businesses track the customer journey. Key Takeaways for Skilled Trades Businesses: 1. Embrace technology and harness data to stay competitive in the industry. 2. Focus on creating a great customer experience to attract ideal clients. 3. Consider alternative advertising platforms to effectively reach your target audience. 4. Leverage AI and data to optimize your online presence and improve search rankings. 5. Stay tuned for Scorpion's upcoming announcement that will revolutionize customer journey tracking. In conclusion, the skilled trades industry is transforming, and businesses need to adapt to stay ahead. By utilizing data, embracing technology, and providing exceptional customer experiences, small businesses can thrive and compete against industry giants. Stay tuned for more exciting developments in the world of digital marketing. Want to connect with our guest? Check out Christian Dunwoody's LinkedIn profile here: https://www.linkedin.com/in/christian-dunwoody-5a80b9b5/

How can artificial intelligence revolutionize the home services industry and transform daily operations? The rise of artificial intelligence in various industries and its potential impact on skilled trades businesses, specifically in the HVAC and plumbing industry.  On today's episode, we have Dave, the co-founder and CEO of Buck AI, an artificial intelligence software company specializing in the home services industry. We invited Dave to discuss how AI can revolutionize daily operations and improve efficiency for skilled trades businesses. Dave's company, Buck AI, leverages advanced AI technology to streamline dispatching, call booking, and other daily operations for home services companies. Their AI-powered dispatch system can create a thousand different dispatch boards in seconds and find the most optimized solution based on revenue and mileage. In this episode, Dave shares insights on what artificial intelligence is and how it can benefit the home services industry. He discusses the applications of AI in improving decision-making, standardizing workflows, and utilizing historical data for more informed business strategies. On this episode of Transforming the Trades, Lynn and Dave discuss: Introduction to Dave and his company, Buck AI Overview of artificial intelligence and its role in the home services industry The difference between generative and discriminative AI and their impact on the industry Utilizing data and historical records to make more educated business decisions The importance of standardization in the home services industry The potential impact of AI on dispatching, call centers, and customer service The role of the consumer in shaping the future of AI in the industry Closing thoughts and how to learn more about Buck AI Actionable Key Takeaways for Trades Operators: Start leveraging the power of artificial intelligence to optimize your daily operations and improve efficiency in areas such as dispatching and call booking. Understand the different branches of AI, including generative and discriminative AI, and how they can work together to provide more accurate insights and predictions. Use historical data and AI algorithms to make more informed decisions on job types, profitability, and business strategies. Consider standardizing your business processes and naming conventions to facilitate better comparison between companies and streamline data analysis. Stay tuned to consumer expectations and preferences, as their demands for quicker and more efficient service will drive the adoption of AI in the industry. The resources mentioned in this episode are: Dave’s business, BUCK AI here.  👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.

Are you looking for ways to refine your recruiting practices or retain more team members?In a technology-driven world, the Trades are changing rapidly, and so are the ways we can efficiently hire and develop our team members. We have more resources available to us like never before, and new strategies for building powerful organizations, filled with engaged teams.  In this episode, Warren Lentz, the CEO and founder of Yellowstone Local, joins host Lynn Wise to discuss his company and its role in transforming the way businesses in the trades hire and retain talent. Throughout the conversation, Warren emphasizes the importance of employer branding in attracting top-performing team members and how implementing the right systems and technology can improve your human resources functions.  He and Lynn also share the importance of core values and how to utilize them to drive company impact in the marketplace. Join us for this exciting conversation that will lead to transformation in your business! On this episode of Transforming the Trades, Lynn and Warren discuss: Strategies for increasing employee buy-in and engagement. Why employer branding is vital to attract the right employees for your business, and it fundamentally means making your company attractive to the talents you're trying to attract. How good businesses, regardless of their geographical location or the pay scale they offer, tend to have better success in recruiting and retaining top talents. A viable approach for outsourcing functions of your business. Actionable Key Takeaways for Trades Operators: In developing your employer branding, ask yourself: “Why would someone want to work for me?” Companies should always be in recruiting mode, even if they are not actively hiring, to avoid reactive hiring that can sometimes lead to hiring out of desperation. Hire with a focus on retention which benefits both you and the employee. If you don’t know how to hire, train, and manage a department internally, then you should not keep that function internal to your organization. The resources mentioned in this episode are: Warren’s business, Yellowstone Local here 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com/ This episode was produced and brought to you by Reignite Media.#gotomarket #businessniche #positioning #b2bmarketing

Is it possible for trades businesses to achieve higher profits through innovative strategies and technology? In today's competitive business landscape, finding ways to increase profits while maintaining a successful trades business is crucial. And that's where our guest, Joe O'Grady, from Service Profit Group, comes in. In this episode of "Transforming the Trades," we have Joe O'Grady, a business coach and consultant with Service Profit Group. We brought Joe on the show to share his expertise in transforming HVAC and plumbing businesses and help them achieve greater success. Did you know that Joe O'Grady started his own successful business and later worked for prominent coaching companies before returning to help trades professionals with Service Profit Group? His experience and insights make him a true expert in the field. Here are some more fun facts about our guest: - Entrepreneur for 30+ years. - Spent several years at Clockwork Home Services. - Ran a multi-unit,15 million-dollar plumbing and HVAC business as the Director of Operations. (AKA The Director of Awesomeness) -Trained thousands of technicians on systems, procedures, and sales. (Increasing their overall KPI’s by 20%+)  - Has worked with hundreds of Plumbing, Electrical & HVAC Contractors across the country showing them how to be more profitable by truly understanding their numbers with KPI & KTI boards and training... and more! In this episode, Joe O'Grady will delve into the power of accountability and the role of technology in transforming trades businesses. Listeners can expect practical strategies, real-world examples, and actionable takeaways to elevate their own businesses. Episode Rundown: - Joe's journey to working with Service Profit Group and why he believes in thinking outside the box. - The importance of accountability and how it can drive profitability in trades businesses. - The potential of virtual training and technology to enhance skills and increase profits. - Insightful discussions on margins, overhead costs, and prevention of callbacks. - Exploring the future of trades businesses and the role of technology in diagnostics and analysis. - The importance of putting systems in place and questioning the effectiveness of technology. Key Actionable Takeaways for HVAC/Plumbing/Service Businesses: 1. Focus on accountability and utilize it as a catalyst for growth and profitability. 2. Embrace virtual training and technology to improve skills, reduce costs, and enhance customer service. 3. Lower overhead costs by utilizing remote capabilities for tasks like scheduling and answering calls. 4. Invest in proper training to prevent callbacks, ultimately saving on labor and increasing customer satisfaction. 5. Stay up-to-date with technological advancements and assess their impact on your business. 6. To attend SPG's event check out the link here: https://theserviceprofitgroup.com/ In this episode, Joe O'Grady provides valuable insights and strategies to transform trades businesses into thriving enterprises. Don't miss the opportunity to learn from his expertise and take your HVAC or plumbing business to the next level. Remember to subscribe, leave a review, and visit our website here for additional resources to help grow your trades business. Together, we can transform the trades and achieve greater success!

Have you ever wondered how to transform your HVAC/Plumbing business from a freelance job to a multimillion-dollar enterprise? How can you navigate the financial and operational challenges of scaling your business in the trades industry? Well, question no more! Introducing our Guest: Lynn Wise from Contractor in Charge [who is actually the host of our show!] Lynn is a renowned expert in small to medium-sized business management and has successfully owned multiple businesses. Her experience in the industry and expertise in financial and operational strategies make her the perfect guest to discuss transforming HVAC/Plumbing businesses. In this episode, we will dive deep into Lynn's Top Financial and Operational Service Business Tips for HVAC/Plumbing business growth. She shares: - Her perspective on assessing personal finances and lifestyle before starting a business. - How to understand the role of branding and innovation in driving business growth. - The importance of budgeting, cash flow management, and investment decisions. - Strategies for hiring, training, and managing resources to take your business to the next level. - The best ways to set effective pricing and optimize expenses for maximum profitability. - Best practices for outsourcing and making informed partnership decisions. - When to explore financing options and the impact of digital marketing on business success. - and more! Key Actionable Takeaways for HVAC/Plumbing/Service Businesses: - Assess your personal finances and determine the level of risk you can afford when starting or scaling your business. - Invest in branding as a long-term asset and prioritize innovation to drive growth. - Implement effective budgeting practices and constantly evaluate cash flow and investment decisions. - Set pricing strategies that balance market demand and desired profit while considering costs. - Hire, train, and manage resources strategically to deliver on your brand promise. - Evaluate outsourcing opportunities and consider partnering with experts to optimize business functions. - Explore financing options that align with your business goals, and invest in digital marketing wisely. - Hold yourself accountable for leads and assess their impact on brand development and profitability. Get ready for expert insights, practical tips, and actionable strategies to transform your business and maximize profitability. Remember, transforming your HVAC/Plumbing business requires a comprehensive financial and operational strategy. Take action on the key takeaways from this episode and set your business on the path to success and growth. 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button!  🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: transformingthetrades.net This episode was produced and brought to you by Reignite Media.

Have you implemented Artificial Intelligence (AI) into your business practices yet?If not, there’s still time to get started, but the Trades are changing fast and AI will be at the forefront of the pivot.  Tersh Blissett and Joshua Crouch join us to share their experience building businesses in the Trades and how AI has led to more efficiencies in their customer service programs, finances, and other operations functions.  Along with host Lynn Wise, they delve into the personal experiences and perspectives of using AI for tasks such as generating professional responses to customer reviews, preventing bad reviews from being posted, and automating routine tasks. They discuss how AI is helping to shift focus from customer service to customer experience and emphasize the need for quality data input for optimal results.  Highlighting the importance of transparency in price listings, they stress how AI can provide instant data analysis that can drastically improve business operations. Join us for this exciting conversation that will lead to positive change within your organization! On this episode of Transforming the Trades, Lynn, Joshua, and Tersh discuss: The changing scope of the Trades business model and why now is the time to innovate. An analysis of the impact AI is having on the industry and how it will continue to drive change in customer service. The benefits of infusing AI into emotion-filled conversations with customers. How to outsource functions within your operation while maintaining a “small business feel.” Actionable Key Takeaways for Trades Operators: Explore how you can use AI to create efficiencies in your customer service functions. When implementing a new platform, ask yourself: “Does this make me money and build my business?” Transparent pricing will become a norm in the next 5 years. How can you implement that now? The resources mentioned in this episode are: Check out the AI tool, ChatGPT here Check out GoHighLevel here  Discover Josh and Tersh’s podcast, The Service Business Mastery Podcast here 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/. More content from Lynn: Transforming the Trades Podcast Website: https://transformingthetrades.net/ Podcast YouTube Channel: ​​https://youtube.com/@transformingthetradespodcast Contractor in Charge Website: https://contractorincharge.com This episode was produced and brought to you by Reignite Media. #gotomarket #businessniche #positioning #b2bmarketing

Has your trades business gone stagnant? Are you looking for a way to innovate in the modern age of technology to stand out among the competition of other plumbing and HVAC businesses? Transforming the Trades, a new podcast from Trades Leader and Contractor in Charge Founder Lynn Wise, shows operators how to take calculated risks to grow their business and disrupt the industry in a time where efficiency and modern approaches are crucial. In this inaugural episode, Lynn peels the curtain back on her nearly four decades of experience in the trades and why a need for improved operations prompted her to launch Contractor in Charge in 2014. She shares how her past work with brands like IBM has allowed her to marry technology and service to deliver an effective formula for home services customer care and accounting best practices to businesses. Alongside Rita Richa, Lynn discusses the state of the trades and why now is the time to evolve and optimize key focuses in your business. Lynn shares how she believes Transforming the Trades will be an industry driver of modern resources and innovative tactics that will help operators shift from being sales businesses to customer service organizations that deliver excellent experiences that customers can’t help but tell their friends about.  Join us for regular podcast episodes if you’re ready to shake up the trades and skyrocket your business to new heights!  On this episode of Transforming the Trades, Rita and Lynn discuss: - Lynn’s journey from her first job as a dispatcher in a plumbing, heating, and remodeling company to becoming the founder of Contractor in Charge. - How Lynn took a $5,000 investment and turned it into a business that is now a leading source to businesses in the areas of operations, finance, and customer service. - Why now is the time for innovation and disruption in the trades industry. - A key element to driving a business in the trades forward. - Why it’s important to keep tabs on evolving technology like AI in order to grow your business. - What to expect from the Transforming the Trades podcast. Actionable Key Takeaways for Trades Operators: - While most trades businesses in the past were sales-focused organizations, it’s time for customer service to steal the show. There needs to be a distinction between the two functions. - Understanding the financials in your business is essential in order to drive results.  - Data tells stories, so it’s important to analyze and assess it often to optimize your business practices and serve your customers better.  - The trades industry is being impacted by AI and new technology. We must learn how to use it to our advantage and leverage it for growth.  The resources mentioned in this episode are: - Check out Contractor in Charge here 👍 If you liked this episode, please rate and review us on Apple Podcasts, and be sure to hit the subscribe button! 🔔 📊Looking for more assets to optimize your operations, customer service, and financial practices? Download my free resource filled with 13 top resources for growing your business. Sign up here: https://transformingthetrades.net/.

Exciting news! Get ready for the highly anticipated launch of Transforming the Trades podcast, coming to your airwaves soon! Hosted by industry expert Lynn Wise, this podcast is a game-changer for trade professionals looking to elevate their businesses. Transforming the Trades will bring you the latest insights, strategies, and success stories from the world of trades. Whether you're a seasoned professional or just starting out, this podcast will provide you with practical knowledge and actionable tips to take your trade business to new heights. Join us as we dive into a wide range of topics, including marketing techniques, effective leadership skills, outstanding customer service strategies, and efficient operational practices. Our guests, who are experts in their respective fields, will share their wisdom and experiences to empower you on your journey to success. Stay tuned for the official launch date of Transforming the Trades podcast. Don't miss out on this invaluable resource that will transform the way you approach your trade business. Get ready to be inspired, informed, and motivated to thrive in today's competitive landscape. Get ready to transform your trades! This show is produced and brought to you by Reignite Media.