Pipeline to Profitability Podcast

In this thought-provoking episode of 'Pipeline to Profitability', industry expert Jim Klauck of Check A Pro delivers savvy guidance on optimizing podcasts and social media for business growth in the home services sector. Drawing on his twenty years of sector-specific experience, Jim illuminates the broad untapped potential of these digital platforms and how to leverage them to attract and engage a wider customer base.
Whether you are a fledgling tradesperson or manage a well-established HVAC company, you will benefit from practical advice on creating purposeful, engaging, and shareable content to address customer queries and concerns. The unique selling point of this guide is its focus on delivering knowledgeable guidance while maintaining relatability. By the end, you should be able to present your service as a reliable, expert solution to your customers' needs.
The conversation extends beyond marketing, delving into the less discussed soft aspects of running a service enterprise, such as the importance of charging accurately and allocating budget for promotions. Listen in for enlightening insights into the myths surrounding social media marketing and for compelling arguments backed by real-life experiences.
The hosts underscore the necessity for regularity and accountability in content creation and online promotion, all the while highlighting the value companies stand to gain from this approach. Attention is also given to conceptual challenges, such as the delay in business conversions on social media. Practical solutions are offered, along with the reassurance of long-term benefits achievable through a patient, consistent and creative online presence.
The final segment of this episode delves into the value of multimedia content on platforms like YouTube. By the close of this session, you should be able to understand how to process your brand into easily digestible multimedia content that is both professional and fun – all to resonate with your audience and boost brand visibility. Additionally, the hosts share book recommendations and other handy resources for those who seek more guidance.

Service Success Academy welcomes Steven Crosby & Zachary Hunt from Platform Partners to episode #92 of Pipeline to Profitability. Steven Crosby has three years of national experience in process, sales, operations, and implementation management, He has developed a strong expertise in business management with an equity growth focus. Zachary Hunt has been in the plumbing and HVAC construction and home service industry for 23 years.
If you’re a home service, plumbing, or drain business owner or manager and you want to learn how to generate more revenue from your existing plumbing and drain calls without complicated or pushy sales tactics? If so, head to www.swipemydrainbusiness.com to learn more.
Platform Partners: https://platformmybusiness.com/
 
Find Zachary Hunt here: https://theorg.com/org/goettl-air-conditioning-plumbing/org-chart/zachary-wacky-zacky-hunt
 
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In this compelling episode of Pipeline to Profitability, we have the pleasure of conversing with Stephen Crosby and Zachary Hunt from Platform Partners. Crosby has a rich 3-year professional experience in process and operations, while Hunt brings an impressive 23 years in the home service industry, including plumbing, HVAC construction, and more. This episode uncovers their unique vision on best practice in the home services industry, providing a fresh perspective on contemporary business process efficiency, influence on service quality, and their approach to innovative strategies like the virtual ride-along.
Our in-depth discussion highlights the role of Einstein Prime and Platform Partners in promoting best practice trends within the home service industry and reflects on the significant contributions of these initiatives to the sector. The episode delves into the understanding of the value of each customer to a company's lifetime operation and the significance of standardized processes, key managers, and personnel in boosting a firm’s valuation. We further analyze the importance of key metrics contractors should focus on, including grasping the business board, understanding production manpower, and tracking technician performances, emphasizing the lifetime value of each customer.
The podcast additionally explores effective ways to manage and scale your business, the vitality of maintaining a control on your labor under the Profit & Loss statement, and the crucial role of tighter fund operations controls in fueling your business growth. Discover the importance of capacity KPIs and understanding the balance between returning and new customers for your business's health. Learn about lateral management and the importance of continuous learning and adaptation in the path to business growth.
Last but not least, our experts address one of the most challenging aspects of running a company – fixing cultural issues. Gain invaluable advice on how to spot potential threats to your company culture and promptly rectify them. This episode promises a wealth of insights that promises to inspire, educate, and guide you in revolutionizing your business operations, plugging efficiency leaks, and maximizing customer LTV for optimal growth.

Service Success Academy welcomes David Heimer to episode #91 of Pipeline to Profitability. David Heimer is a founder and Retired Chief Operating Officer of Service Nation Inc. At Service Nation, David was responsible for business operations, sales, and technology deployments all designed to provide service contractors with an affordable means to improve their business and financial performance leading to a profitable exit strategy. David is the creator and host for the “Profiles In Prosperity Podcast” – the podcast for and
about residential service contractors.
 
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
 
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
David Heimer: david@newmediaempire.com
 
5 steps to 10x your income ebook:
https://www.servicesuccessacademy.com/ebook
 
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Join Allan Ferguson, your host on Pipeline to Profitability, as he engages in a riveting conversation with celebrated entrepreneur David Heimer, founder and retired COO of Service Nation, Inc. This enlightening episode goes beyond tracing David's illustrious professional journey, touching upon his substantial contributions to the industry, and delving into personal anecdotes from their intertwined careers.
Listen in to gain insights into David's philosophy on the irreplaceable role of relationships in business, which he breaks down into five essential types: with contractors, vendor partners, coaches, community connections, and within the company itself. These relationships form the backbone of business growth, playing a pivotal role in building successful teams and fostering a conducive business culture.
As you tune into this rich discourse, explore the significance of networking with direct competitors and leveraging the vast resources of the internet to your advantage. Alan and David's shared experiences highlight how friendly competition can be a catalyst for business expansion, introducing surprising growth opportunities.
Learn from Alan's insightful advice on scaling up your business, particularly a plumbing and HVAC business, derived from his experience navigating diverse markets. His forays into innovative e-training provide a unique learning opportunity for budding contractors.
Further, David’s wisdom offers a refreshing perspective on embracing retirement, underscoring the importance of leading a fulfilling life beyond the scope of business. He also touches upon strategies such as the innovative concept of call-by-call management, and the transformative power of mentorship and leadership.
Tune into this episode of Pipeline to Profitability, with David Heimer at the helm, sharing his wealth of knowledge and guiding you to maximize profit, while simultaneously leading a rewarding life.

Service Success Academy welcomes Tommy Mello to episode #90 of Pipeline to Profitability. Tommy went from $50k in debt to owning a $200 million dollar home service business. Founder of the Home Service Expert as well the author of a few great books the Home Service Millionaire & Elevate.
 
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
 
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
Tommy’s book recommendations: Private Equity Playbook by Adam Coffey and Buy Back Your Time by Dan Martell
 
Home Service Expert: homeserviceexpert.com/group
 
Home Service Expert Podcast: https://homeserviceexpert.com/podcast/allan-ferguson
 
Find Tommy on Linkedin, Facebook, and Instagram.
 
Looking to grow your drain division? Get started here: https://www.servicesuccessacademy.com/
 
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Allan Ferguson welcomes a special guest, Tommy Mello, to an exciting episode of the Pipeline to Profitability podcast, where he shares his fascinating entrepreneurial journey. Once $50,000 in debt, Tommy climbed the success ladder and now owns a $200 million home service business. This episode, sponsored by Service Success Academy, aims to inspire home service professionals and provide practical business advice.
The founder of the Home Service Expert, Tommy discusses the need for excellent employees and their role in business growth. He also reveals his courageous venture into the garage door business and how he emerged successful despite early struggles. Stressing on the importance of planning and branding, Tommy shares wisdom for entrepreneurs looking to scale small family-run business or aiming at multimillion-dollar enterprises.
Tommy and Alan also dive into the untapped potential of marketing for growing businesses. They emphasize the role of Google tools for cost-effective marketing and increasing your digital footprint. Also, they shed light on the power of customer relationship management tools such as Service Titan, Housecall Pro, and Jobber. Branding forms an integral part of the discussion with the mantra, "you are your brand," resonating throughout the conversation.
Emphasizing that a happy workforce is the backbone of a successful company, Tommy shares how providing competitive packages for his employees resulted in soaring company profits. The podcast also explores the importance of developing systems for efficient hiring, training, and employee retention. Wrapping up the episode, Tommy urges listeners to contact him for any queries or interest in taking a shop tour at his Phoenix-based company.

Service Success Academy welcomes Ian Schotanus to episode #89 of Pipeline to Profitability. Ian is a Co-Owner & Senior HR & Safety Consultant at The Big Picture Consulting. Ian began his career as a technician for the U.S. Navy, where he specialized in advanced electronics performing maintenance on the three largest AC units on the ship.  Now, with over a decade of experience as a nationwide HR & Safety compliance consultant, Ian has made a name for himself as “H.R. Guy” — the person business owners turn to for all their HR & Safety consulting needs. He has a well-established knowledge base specifically geared to assist service providers
 
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
 
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
Ian’s book recommendations: It's Your Ship, and Get Your Ship Together by Captain D. Michael Abrashoff
 
Big Picture Consulting: https://www.thebigpictureconsulting.com/
 
Looking to grow your drain division? Get started here: https://www.servicesuccessacademy.com/
 
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Welcome to a thoughtful and insightful episode of Pipeline to Profitability! This edition features the trusted "HR Guy" of the home service industry,Ian Schotanus , co-owner, and senior HR and safety consultant at The Big Picture Consulting. Having navigated the industry for over a decade and drawing from his experience as an ex-Navy technician, Ian is the embodiment of a reliable expert for your business needs in HR and safety compliance.
 
On our journey through this episode, we explore the heart and science of employee incentive structures. Ian not only shares his personal voyage from technician to invaluable HR consultant but also dives into the nuances of well-devised compensation plans. In a realm known for differentiation based on roles, Ian ventures into the realm of unity and shared vision. He brings to the fore the innovative idea of no distinctions between technicians, service associates, or installers in compensation. The result? A boost in team unity, decrease in internal strife, and enhanced brand representation.
With policy creation, employee engagement, and communication at the heart of successful HR, Ian simplifies the path to harmonious company-employee relationships. Listen, as he champions employee preferences in decision-making and vividly illustrates the role of a balanced incentive scheme in supporting team sustainability, while protecting the brand image.
Whether you run a small business, lead a team, or are an integral team member, tune in to this episode. Discover the potential of a unified compensation plan featuring successful techniques such as the Flex Rate and Commission Based Structure and learn how to restructure your employee incentive systems for increased success and sustainability. Prepare to witness the evolution of workplace harmony and profitability dressed in simplicity!

Service Success Academy welcomes Drew Cameron to episode #88 of Pipeline to Profitability. Drew is North America’s most sought-after sales and marketing strategy and success advisor to Home Services Contractors. He is the founder and CEO of Flow Odyssey, and president and co-owner of Energy Design Systems.
 
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
 
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
Drew’s book recommendations: Think Again by Adam Grant
 
Flow Odyssey: https://flowodyssey.us/
Energy Design Systems: https://www.eds.tech/
Lead Generation Tool: https://www.eds.tech/hvac-consumer-tool/
Load Calculator(https://www.eds.tech/hvac-load-calculator/
 
Looking to grow your drain division? Get started here: https://www.servicesuccessacademy.com/
 
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In the latest episode of the Pipeline to Profitability podcast, join us as we delve into the fascinating insights shared by our special guest, Drew Cameron. Recognized as one of the most influential sales and marketing specialists in the home service contractors realm in North America, Drew shares his unique perspective on business development strategies, the significance of a customer-oriented approach, and building bonds of trust within the industry.
Our discussion journeys from Drew's early experiences in his family's HVAC business, to his evolution into a well-respected industry 'trusted authority'. He sheds light on the need to shift the focus from pure selling to education and service delivery. In this engrossing conversation, you will discover the secret to thriving in business by offering exceptional customer service and turning informed customers into significant contributors to your business success.
Highlighting the importance of critical thinking, Drew explains how framing the right questions and positioning yourself as a problem solver can elevate your standing with your customers. He draws lessons from common service mistakes, demonstrating the importance of customer feedback in continuous improvement and fostering long-term relationships.
Lastly, Drew reveals his favorite book that challenges conventional thinking and boosts critical thinking skills, and lets us in on how his consulting and training services can be used as a tool to transform the way you operate your home service businesses for tremendous success.

Service Success Academy welcomes Jairek Robbins to episode #87 of Pipeline to Profitability. Jairek Robbins optimizes human performance and is a best-selling author. FastCompany calls him inspiring and says he’ll make your life less ordinary. Forbes says Jairek will teach you how to succeed. Deepak Chopra will advise you to go to Jairek to help create meaning and fulfillment in your life. Brian Tracy applauds Jairek’s ability to teach people how to develop meaning and purpose in life and then make a difference in the lives of others—looking for ways to level up in life and business.
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
Check out Jairek Robbins here: https://jairekrobbins.com/
 
Jarek’s Book Recommendation: Good Strategy, Bad Strategy Richard Rumelt and The Most Important Thing Illuminated by Howard Marks and Paul Johnson
 
Looking to grow your drain division? Get started here: https://www.servicesuccessacademy.com/
 
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Listen to more episodes here: https://www.allanfergusonpipelinetoprofitabilitypodcast.com/

Service Success Academy welcomes Andy Hobaica to episode #86 of Pipeline to Profitability. Andy works for Hobaica Services, a company that provides HVAC, plumbing, and electrical services in Phoenix, Arizona. He learned the importance of doing things right from his father, and he has become a successful salesperson by building strong relationships with his customers.
If you are a plumbing or drain business owner or manager looking to generate more revenue from your existing plumbing and drain calls, without complicated or pushy sales tactics. I want to let you know that each month I work with a limited number of companies.
Email me at allan@servicesuccessnetwork.com with the words “I’m Ready” and I’ll get you the details.
 
Check out Hobaica Services: https://www.hobaica.com/
 
Andy’s Book Recommendation: Your Next Five Moves by Patrick Bet-David
 
Looking to grow your drain division? Get started here: https://www.servicesuccessacademy.com/
 
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Listen to more episodes here: https://www.allanfergusonpipelinetoprofitabilitypodcast.com/

Service Success Academy welcomes Billy Stevens to Pipeline to Profitability – Sera Workshop. Billy Stevens is the CEO and founder of Sera Systems, Billygo, and Berkeys Plumbing and Air Conditioning. In this workshop, they covered topics of using Sera software to improve profitability through efficiencies, discussed zero service fees, margin pricing vs. flat rate pricing, and simplified incentive plans.
 
Get started now https://sales.sera.tech/service-success-network
 
Listen to more episodes here: https://www.allanfergusonpipelinetoprofitabilitypodcast.com/
 
Looking to grow your drain division? Get started here: www.servicesuccessacademy.com
 
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Service Success Academy welcomes Adrian Fadini to Pipeline to Profitability. Adrian Fadini from Tradesformation in Sydney Australia. Adrian is Australia's #1 sales trainer for maintenance trade businesses.
Adrian’s Book Recommendation: Influence: The Psychology of Persuasion by Robert B. Cialdini
 
Tradesformation: https://www.tradesformation.com.au/
 
7 Steps landing page: tradesformation97363.ac-page.com/7-step-intensive-day-training
 
Listen to more episodes here: https://www.allanfergusonpipelinetoprofitabilitypodcast.com/
 
Looking to grow your drain division? Get started here: www.servicesuccessacademy.com
 
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