Owned and Operated

 In this episode of Owned and Operated, we're digging into what it really takes to lead a growing home service business. From SOPs to scaling strategies, we're spotlighting the habits and leadership traits that drive operational clarity and empower teams.We're joined by Brandon Niro, who shares how his role evolved since joining the company in 2019—navigating growth from 30 to over 60 employees, integrating acquisitions, and shifting from tactical execution to strategic coaching and development.Whether you're a team lead or an operator scaling fast, this episode offers actionable insights into building systems, coaching talent, and creating autonomy inside a service business.

In this episode of Owned and Operated, we're diving into real-world strategies for sourcing and securing small business acquisitions. From outreach to private equity firms to using freelancers for off-market deals, we break down how acquisition entrepreneurs are getting creative and staying competitive.We explore how personal branding can help attract brokers, how to craft a buyer persona that actually stands out, and how Chris Barr is navigating live negotiations for niche businesses—including pool services and a high-end art framing company.Whether you're just starting your acquisition journey or already mid-process, this episode is packed with practical insights for sourcing deals and building a compelling presence in the marketplace.

In this episode of Owned and Operated, we're diving into innovative lead generation strategies that are reshaping how home service companies attract local customers. From niche local newsletters to AI-powered tools, we cover real-world tactics that are working right now.We explore how hyperlocal publications in places like Annapolis, Maryland and suburban New York are driving leads for services like power washing and home inspections—and why owning your communication channels (email lists, Facebook groups) is a game-changer.Whether you're just starting or scaling up, this episode will give you actionable insights on using community engagement, AI tools like Avoca, and Facebook group sponsorships to fill your pipeline and take control of your local market.

In this episode of Owned and Operated, HVAC business experts Jack Carr and John Wilson break down the sales strategies that drive revenue growth at every stage of a home service company's journey. Whether you're running a $1M shop or scaling past $50M, understanding how to structure your HVAC sales team is critical—and it starts with knowing the difference between marketed leads and technician-generated leads.Jack and John explore why top HVAC companies like Four Seasons, Logan Services, and Peterman Brothers separate their sales teams based on lead source, and how that impacts close rates, efficiency, and scalability. From peer groups and sales training to seasonal lead flow and process refinement, this episode delivers real-world strategies for owners looking to increase HVAC revenue, optimize sales performance, and build scalable systems that actually work.

 In this episode we're back with part two of the Chris Barr series on Jackquisitions. Chris is three months into his journey to acquire a business in Florida, and he's bringing real updates from the trenches. From opportunity cost and deal dynamics to cold outreach and broker networks, this episode is packed with hard-won insights from an active business searcher. We dive into the pros and cons of a pool service business he's evaluating, the realities of navigating employee classification, and how acquisition imperfections are often just part of the game. Chris breaks down the lessons learned so far—from generating leads to refining search strategies—and why growth, not just debt repayment, should be the north star in any acquisition strategy.If you're in the search phase or thinking about acquiring a service business, this is a front-row seat to the messy, insightful, and exciting reality of buying a company.

What does it really take to scale a home service business to $100 million in revenue? In this episode of Owned and Operated, we dive deep into the business growth strategies, leadership transitions, and operational upgrades needed to build a high-performing trades company. Whether you're in HVAC, plumbing, or another skilled trade, this conversation reveals the mindset shifts and systems that power sustainable service business growth.We break down why your original team may not be equipped to scale with you, how leadership development drives long-term success, and the pivotal role our podcast has played in accelerating team performance and industry insight. You'll hear real-world examples from the field, including how our Jackquisitions segment has influenced both strategy and execution in our journey to $100M.If you're leading a service business through a growth phase—or preparing to—this episode will give you real-world lessons on building smarter, scaling faster, and staying focused on what matters most.

What happens when business meets conviction? In this episode of Owned and Operated, we explore how faith, intentionality, and grit shaped one plumbing entrepreneur's journey from early struggle to long-term success.Dalton Hatch, founder of DH Plumbing in San Antonio, opens up about the mindset and personal transformation that fueled his growth. From rejecting aggressive sales tactics in favor of real customer care, to learning the hard lessons of money, mentorship, and marketing—Dalton lays it all out.If you're a trades entrepreneur, service business operator, or just getting started, this episode will shift how you think about scaling, culture, and staying true to your values in business.

Thinking about buying a home service business with an SBA loan? This episode is your go-to guide. Jackquisitions sits down with Alan Peterson—who closed over $70 million in SBA acquisition financing last year—to break down how to structure high-leverage deals, navigate the latest SBA loan rule changes, and avoid the costly mistakes many first-time buyers make.If you're serious about acquiring a home service business and want a financing strategy that actually works, this episode is a must-listen.

Struggling to manage a remote team spread across time zones? This episode dives into the real challenges and solutions of leading from a distance, with a focus on trust,communication, and culture.Laurie, our Director of Operations, shares how she builds high-performing remote teams without micromanaging. From setting clear expectations to fostering real connection across borders, you'll hear how strong leadership can drive accountability and loyalty—even when your team is never in the same room.If you're running a remote or hybrid team and want to strengthen performance without sacrificing culture, this conversation offers the insight you need.

In this episode of Owned and Operated, we dive into a powerhouse conversation with top sales leaders—AJ and Noah from Premier Home Pros—as they unpack how to scale a home service business rapidly and sustainably. Whether you're hiring your first rep or leading a high-velocity sales team, this episode delivers practical strategies for fast growth without losing control.From building a magnetic company culture to overcoming supply chain roadblocks, we explore what it really takes to run a top-tier sales operation at scale. If you're aiming to grow your team, tighten your sales systems, or simply perform better—this one's for you.

In this episode of Jackquisitions, we break down the essential expert team every acquisition entrepreneur must build before buying a business. Whether you're acquiring your first HVAC company or scaling into multiple service businesses, assembling the right support system can make or break your deal.From legal frameworks to SBA loan processing, we cover the professionals who will help you move quickly, avoid costly mistakes, and access high-quality deals. Plus, we spotlight post-acquisition roles that keep your operations tight—like a skilled bookkeeper and a rock-solid insurance broker.If you're planning to buy a business in 2025, this is your checklist.

In this episode of Owned and Operated, we sit down with Brandon Schlicter—better known as Investment Joy—to uncover how a small-town Ohio entrepreneur built a multimillion-dollar business portfolio by mastering real estate, laundromats, car washes, and commercial roofing.Brandon shares how his upbringing on a farm and early family struggles forged his hustle mentality. After getting his start in logistics and real estate, a single viral laundromat video catapulted his online presence, opening doors to massive business opportunities. Now, with a powerful social media brand and diversified service operations, he reveals how to scale a business empire while staying grounded in family and personal values.This conversation explores Brandon's tactical acquisitions, mindset for growth, and how he's building a team and culture that supports big ambitions. He also offers candid advice for entrepreneurs navigating the early grind and looking to align business models with long-term vision.

In this episode of Owned and Operated, we shift focus to a critical yet often overlooked pillar of business success: leadership development and management training. With insights from Amir of Snowball Industries, we dig into how identifying and nurturing potential leaders is foundational to scaling tier two and tier three service businesses.The discussion explores the evolution from technical expertise to soft skills as the driving force behind effective leadership. We unpack the core values that matter most—empathy, urgency, financial intelligence, and humility—and how they shape team culture, performance, and long-term growth. John and Amir also examine structured training programs, peer learning opportunities, and practical management tools that enable owners and operators to build sustainable, high-performance teams.For anyone acquiring or operating in remote and niche sectors like HVAC or turf installation, this conversation delivers actionable insight into creating a leadership framework that fuels operational excellence and employee retention.

In this episode of Jackcquisitions, we explore profitable small business acquisition strategies with Peter De Baptiste, owner of Joe Cole Plumbing in Florida. Peter shares his entrepreneurial journey—starting in banking, then leading a delivery service startup, and ultimately acquiring a plumbing company. Now, he's setting his sights on HVAC and turf installation businesses, uncovering high-potential, under-the-radar sectors in the home services industry.We break down the unique appeal of tier two and tier three service businesses, such as synthetic turf installation and residential HVAC. Peter and Jack discuss the financial performance, operational demands, and long-term scalability of these niche industries. Whether you're an investor or operator, this episode offers practical insight into identifying and evaluating service businesses with real growth potential.If you're looking to buy a service business or expand your portfolio in home services, this conversation delivers a wealth of real-world advice. Learn how to navigate smaller markets, understand what makes niche businesses attractive, and discover the lifestyle implications of owning versus operating in competitive sectors.

In this episode of Owned and Operated, we dive into how the team is leveraging Contractor Commerce to bring e-commerce to the trades. From selling water heaters online to experimenting with lead conversion strategies, the hosts explore what it looks like to run an online storefront for big-ticket home service items like HVAC systems and home generators.They break down the full journey—from initial impressions and setup to real-world implementation—and share the ups and downs of paid ad campaigns, membership features, and online payments. Plus, they speculate on how consumers may shift toward buying home services online and what they're doing to stay ahead of the curve.Whether you're curious about tech integrations or looking to streamline your sales funnel, this episode is full of firsthand insight into launching an e-commerce experience in the home services space.

In this episode of Owned and Operated, we sit down with AJ and Noah—the powerhouse founders behind Premier Home Pros—to reveal how they scaled their home services business from $0 to a projected $174 million in just three years.Launched from a dining room table in 2022, AJ and Noah built a home improvement juggernaut using proven sales systems, smart team building, and bold marketing strategies that fueled rapid growth. But their journey wasn't without hurdles. From expensive ad failures to tough people problems, they open up about what it really takes to scale at lightning speed.Whether you're aiming to grow your home services company, lead a larger team, or implement repeatable growth systems, this episode is packed with actionable insights, operator-tested frameworks, and real-world strategy breakdowns.

Don't Fall for the Buyer's Trap: Why No-Marketing Businesses Aren't Easy Wins In this episode of Jackquisitions, we dive into a common pitfall many first-time buyers fall for—the belief that a business with little or no marketing is a “goldmine” just waiting to be unlocked. Spoiler: it's not that simple. Using the tongue-in-cheek example of an underwater basket weaving business, we break down the real costs of building out a marketing engine from scratch.Jack unpacks the "buyer's trap": the dangerous assumption that adding marketing will instantly generate revenue. In reality, successful marketing requires time, capital, and deep strategic focus—and that investment often erodes the profit margins buyers were initially excited about. Instead of chasing fixer-uppers, Jack recommends targeting businesses with established marketing systems already in place. It's about buying stability, not a project.Whether you're just starting your acquisition journey or knee-deep in LOIs, this episode is a must-listen for anyone looking to grow through home service business acquisitions without overextending financially.

John teams up with Sam Preston, CEO of Service Scalers, to break down the exact marketing strategies that move the needle for home service businesses. Whether you're HVAC, plumbing, or any trades business, you'll learn how to prioritize channels that capture demand today—before wasting money on ones that might (or might not) pay off later.Struggling to turn marketing dollars into real leads? This episode is your blueprint.From real-world wins to costly missteps, John and Sam unpack where most businesses go wrong—like blowing budgets on flashy billboards while ignoring Google Ads, LSAs, and SEO. This isn't theory; it's a tactical deep dive grounded in what's actually working right now.

Struggling to find great technicians or keep your best employees around? This episode is your playbook.We break down battle-tested recruiting strategies that helped scale real home service businesses—from plumbing and HVAC to general trades. You'll learn how to treat recruitment like a sales pipeline, maintain momentum year-round, and create a company culture that people want to be part of.This episode goes beyond theory. From incentive trips and performance bonuses to sharp branding, upgraded vehicles, and custom dashboards, you'll hear exactly how to build an environment that attracts and retains top-tier talent.

Looking to break into the home service industry through business acquisitions? In this episode of Jackquisitions, we sit down with Elias Yusef, a 24-year-old entrepreneur who's quickly making a name for himself by acquiring and scaling blue-collar service businesses. Based in Denver, Colorado, Elias shares how he transitioned from selling appliances to owning a fast-growing plumbing company, using creative deal structures and relentless outreach to land his first acquisition. His story offers a blueprint for aspiring entrepreneurs who want to grow through home service business acquisitions and enter the trades without large upfront capital.Elias walks us through how he sourced deals through cold calling, built a team of experienced operators, and executed a management services agreement (MSA)—a unique acquisition model that minimizes financial risk while maximizing upside. With ambitious plans to hit a $10 million revenue run rate by the end of the year and scale to $27 million, Elias reveals his playbook for growth through acquisitions, operational excellence, and mentorship from seasoned industry professionals.

Curious how AI is transforming the way home service businesses handle customer calls and convert leads? In this episode of Owned and Operated, John sits down with Rafi, from Avoca—an innovative voice AI platform purpose-built for the trades. Together, they dive deep into how AI is reshaping call center operations, reducing reliance on human CSRs, and boosting conversion rates across the board.From 24/7 call answering to real-time customer interaction, Avoca is helping businesses from $2M to $100M scale more efficiently while cutting costs and minimizing lost leads. Rafi shares the strategy behind successful AI implementation, stressing the importance of starting small, refining workflows, and scaling with confidence.Plus, we explore other high-impact AI tools for home service businesses, like in-field technician coaching and automated dispatching—offering a glimpse into the future of operational excellence in the trades.

Want to grow and scale your plumbing business with proven strategies for sales, operations, and fulfillment? In this episode of Owned and Operated, we break down exactly how to build a successful plumbing company—from optimizing pricing structures and boosting conversion rates to training teams and improving customer experience. Hosts John Wilson and Jack Carr share their real-world experiences growing a profitable plumbing business, revealing hard-won lessons and key tactics that drive sustainable growth in the home service industry.Whether you're a plumbing business owner, contractor, or service entrepreneur, this episode is your go-to guide for mastering plumbing sales, improving operational efficiency, and setting up systems for long-term success. We cover essential topics like lead generation, sales funnels, service fulfillment, and the importance of dedicated sales and installation roles. Plus, we take you behind the scenes of our own journey—building a professional studio and reflecting on the realities of growing both a service business and a brand.

The Ultimate Playbook to Buy & Scale Small BusinessesWant to grow your business through smart acquisitions, direct outreach, and personal branding? In this episode of JackQuisitions, we dive deep into the art of buying small businesses and building relationships that close deals. Host Jack sits down with an experienced operator to explore what it really takes to acquire businesses, from cold calls to contract signing.Whether you're a new buyer, an aspiring entrepreneur, or an operator aiming to expand your portfolio, this episode is your blueprint for mastering business acquisitions, deal structuring, and effective broker relations. Learn proven strategies for sourcing deals, building trust with sellers, and navigating private equity competition.Discover how top acquirers are identifying great opportunities, building authentic connections, and using storytelling to stand out in a crowded market. You'll also hear real-life examples of deals—from pool cleaning to art framing shops—and gain insight into due diligence, deal terms, and transitioning ownership the right way.

Want to grow your HVAC, plumbing, or roofing business using AI, lead generation, and marketing automation? In this episode of Owned and Operated, we dive into how artificial intelligence is transforming the home service industry. Host John Wilson sits down with James Zaner from Modernize to explore cutting-edge strategies for using AI-powered tools to generate high-quality leads, automate operations, and expand into new markets. Whether you're a contractor, service business owner, or operator looking to scale, this episode is your playbook for growth through AI integration, customer segmentation, and smart marketing systems.Discover how top-performing service businesses are leveraging AI for business growth, customer acquisition, and operational efficiency. James shares how Modernize uses tools like ChatGPT, CRM systems, and AI automation to improve sales productivity, nurture long-term customer value, and drive sustainable expansion. From optimizing lead generation funnels to implementing AI agents and marketing tech stacks, you'll learn exactly how to modernize your service business and stay ahead in a competitive market.

Looking to supercharge your business growth through smarter marketing, AI integration, and automation? In this episode of Owned and Operated, we sit down with Sam Preston and Ethan Wright from Service Scalers to dive deep into the strategies that are transforming small and medium-sized businesses. Whether you're just starting to invest in digital marketing or optimizing operations with AI, this episode is packed with actionable advice to drive profitability and efficiency.Sam and Ethan share what's working right now in digital marketing—from leveraging long-tail keywords to integrating AI agents that improve customer service and business operations. You'll hear how to build a brand that stands the test of time, how automation boosts lead generation, and why customer retention is more important than ever for scaling sustainably.

From Investment Banking to HVAC Ownership: Will's First 90 Days Scaling a Service Business Looking to scale your HVAC or home service business effectively? In this episode of Owned and Operated, we sit down with Will, a former investment banker who's now leading an HVAC company, to unpack real strategies for rapid, sustainable growth in the trades. Whether you're acquiring your first business or streamlining operations post-acquisition, this episode is packed with actionable advice.

Looking to grow your home service business with smarter marketing? In this episode, uncover expert strategies to elevate your brand, dominate local search, and drive real results through modernized media tactics. Tony Castellucci from Wanamaker Advertising joins us to break down how service businesses can shift from outdated marketing methods to high-converting digital strategies that work in 2025.Learn why optimizing your Google My Business profile is now the most effective organic lead generator, how to use LSAs the right way, and where traditional channels like TV and radio still hold value—when used strategically. We also dig into ROI tracking, tech-powered branding, and building a unified marketing approach that amplifies reach and impact.This episode is packed with insights for home service business owners, marketers, and anyone looking to build a stronger brand presence both online and offline.

Looking to grow your junk removal business or expand your service-based company? In this episode uncover actionable business strategies, marketing hacks, and scaling secrets that fuel sustainable growth in the service industry. From humble beginnings during the pandemic to building a mission-driven brand, Walter shares his blueprint for success and the powerful role of community impact.Learn how Walter harnessed local PR, Google My Business, and social media to accelerate Junk Drop's visibility—and how he overcame the challenges of hiring, scaling across multiple locations, and running operations out-of-state. Plus, discover how his newest venture, Local Lytic, is turning customer reviews into competitive intelligence for local businesses.This episode is packed with practical advice for junk removal businesses, service entrepreneurs, and anyone looking to scale with purpose.

Looking to grow your towing business or break into the towing industry? In this episode, Jack Carr hosts Matt Saskin from East Coast Towing to explore proven towing business strategies, effective growth tactics, and the latest towing industry trends. Matt shares his unique journey from a tech background to becoming a successful towing company owner, covering topics like AI-powered call center solutions with Avoca, consensual vs. non-consensual towing, and much more.In this in-depth conversation, we discuss how Matt has successfully optimized towing operations, scaled his towing business, and leveraged acquisitions to accelerate growth. They also analyze a towing business listing to reveal essential valuation tips and common pitfalls in buying towing companies. The episode concludes with a comprehensive look at the fragmented towing market and the potential for industry consolidation in the future.Whether you're in the towing business, auto services, or any service business, this episode is a must-watch for business scaling, towing acquisitions, and operational optimization to ensure long-term business success.

Thinking about buying a roofing company or scaling your home service business? John and Jack almost bought a roofing business—but after a deep dive into the financials and seller materials, they walked away. In this episode, they reveal why the deal didn't work, the red flags in roofing business listings, and what you should know before buying or building a home service company.From key takeaways at HoldCo Comp to real estate agent business models, and from leveraging tools like Hatch for outbound sales to analyzing the true value of niche service companies—this episode is packed with actionable business advice.If you're in roofing, HVAC, plumbing, electrical, or any home service niche, and you're exploring acquisitions, growth strategy, or operational efficiency, this is a must-watch.

As the busy summer season approaches, scaling your home service business requires the right strategy. In this episode, we break down how to set and achieve ambitious revenue goals, optimize operations, and staff up for success. From improving workflows to leveraging AI and overseas labor, we're sharing the growth strategies you need to scale efficiently without skyrocketing overhead costs.

In this episode we discuss Air Pro Solutions, a once-thriving HVAC company, crumbled under $250 million in debt, exposing the dangers of aggressive acquisitions, reckless spending, and poor financial planning. From sponsoring the Miami Dolphins to underestimating inflation, rising interest rates, and integration challenges, this deep dive breaks down how their strategy led to one of the biggest HVAC business failures in history.

How to Scale a Roofing Business to $20M+ | Marketing, Leadership & Growth Strategies. Eddie Griffin, owner and president of Brown Roofing in Connecticut, shares his journey from starting in the roofing industry at just 13 years old to building a multi-million-dollar business. From hands-on experience to mastering business strategy, Eddie reveals how he scaled Brown Roofing to $20M+ in annual revenue with effective marketing, subcontracted crews, and a strong leadership structure

Plumbing influencer Roger Wakefield joins us to talk about building a plumbing business, mastering Google My Business (GMB) and Local Service Ads (LSAs), and how social media has transformed the skilled trades industry.With hundreds of thousands in sales coming from GMBs and a mission to train the next wave of tradespeople, Roger shares insights on how he turned Texas Green Plumbing into a powerhouse. From starting in the industry to scaling a business and inspiring the next generation of plumbers, this episode is packed with value!

Looking to streamline operations for your HVAC, plumbing, or electrical business? In this video, we break down multi-touchpoint SOPs to help you improve efficiency, enhance customer service, and boost profitability. Whether you're managing service calls, optimizing workflows, or improving team coordination, having solid standard operating procedures (SOPs) is key to scaling your business.

In this episode, John and Jack discuss strategies for maintaining profitability during slower business periods, including effective discounting, optimizing inside sales, and the importance of proactive planning. Shout Out to FieldPulseFieldPulse is a really awesome Field Service Management platform that helps you save hours every week and keep operations running smoothly. If you're looking to streamline your ops, stay ahead of the competition, and focus on what really matters, FieldPulse is a game-changer. Book your demo todaySPECIAL THANKS TO HATCHBook more leads with the power of Hatch.Hatch has been an incredible partner in our outbound journey. Since starting with them, we've ramped up with powerful automations that keep every lead engaged and every invoice followed up. Hatch's AI Agents, ready to handle follow-ups, reminders, email blasts, have saved us hours.Learn More HereContact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

Take control of lead generation and keep your service board full with proven outbound strategies, smart software like Hatch, and multi-channel marketing. Learn how to drive demand, boost team productivity, and navigate slow seasons with confidence.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out.Special Thanks to HatchBook more leads with the power of Hatch.Hatch has been an incredible partner in our outbound journey. Since starting with them, we've ramped up with powerful automations that keep every lead engaged and every invoice followed up. Hatch's AI Agents, ready to handle follow-ups, reminders, email blasts, have saved us hours.Learn More HereContact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

Paul Reed from Northwest Roofing shares his journey from chasing business opportunities to running a multi-state roofing business including the route to building permanent locations and what it really takes to scale a roofing company.Whether you're a roofing pro or just looking to grow your home service business, this episode is packed with insights you won't want to miss.Special Thanks to Service ScalersWe've been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel. Want to learn how Service Scalers can do the same for you? Check out Service Scalers here: https://www.servicescalers.com/?utm_source=referral&utm_medium=podcast&utm_campaign=ownedoperatedShoutout to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Use our link to schedule a demo: https://calendly.com/d/cp54-9jr-nht/avoca-ai-demo?month=2025-01Episode Hosts:

Jamie Smith, VP of Marketing at Modernize, joins us to break down the secret to finding the best leads for your home service business.We tackle the big question: Are lead aggregators worth it? Jamie explains why Modernize isn't just another lead aggregator but a smarter way to generate high-quality leads using data-driven strategies.If you want to stop wasting money on bad leads and start closing more jobs, this episode is for you.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewformEpisode Hosts:

Anand Subbaraj, former Head of Product at Microsoft, joins us to share his journey from big tech to building Zuper, a game-changing field service management platform.We dig into why he left Microsoft to tackle a massive industry problem, the challenges of launching a tech startup and how Zuper is reshaping field service management with flexibility, automation, and a seamless customer experience.Special Thanks to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Use our link to schedule a demo: https://calendly.com/d/cp54-9jr-nht/avoca-ai-demo?month=2025-01Shout Out to Supply HouseBig shoutout to Supply Housefor helping us meet our fast turnaround times. With 250,000+ SKUs across plumbing, HVAC, and electrical, they get us what we need—fast. Their Trademaster program offers free shipping, returns, and discounts, all with no membership fee. Check them out at www.supplyhouse.com!Episode Hosts:

Tyson Chen from Avoca is back to break down how AI is changing the game for home service call centers.We dive into Avoca's AI tools—like Coach for CSR training and Responder for automated call handling—that have helped us book more jobs while cutting costs. We also get into the real challenges of bringing AI into traditional call centers and what's coming next in the AI space. If you want to know how AI can boost efficiency and improve customer service, this episode is packed with insights.Special Thanks to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Click here to schedule a demo: https://calendly.com/d/cp54-9jr-nht/avoca-ai-demo?month=2025-01Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastEpisode Hosts:

In this episode CEO of Moss Heating and Cooling Kelly Roberts, shares her journey from college dropout to C-Suite member in a fast-growing HVAC company.Kelly talks about the challenges of shifting to high-end residential new construction, navigating financial setbacks, and scaling from $7 million to $15 million in just one year. This episode is packed with real-world insights on leadership and growth you won't want to miss.Special Thanks to ModernizeWe've been using Modernize them for our water quality leads, and it's been smooth sailing from day one.  If you're serious about boosting your leads, definitely check them out: https://modernize.com/pros/leads?utm_campaign=owned-podcastShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here: https://docs.google.com/forms/d/e/1FAIpQLSc16JbSEqySXdOFuFm8JIzPIEgE7AOvBp9NxlLi4ypeGpZ8gQ/viewformEpisode Hosts:

In this episode, John sits down with Tim Geisenheimer from Hatch to break down what it takes to build a winning sales process.With his background in leading software sales teams, Tim shares how to create successful B2B sales functions and draws on the power of data for targeting the right customers and how technology is changing the game for business operations.SPECIAL THANKS TO HATCHBook more leads with the power of Hatch.Hatch has been an incredible partner in our outbound journey. Since starting with them, we've ramped up with powerful automations that keep every lead engaged and every invoice followed up. Hatch's AI Agents, ready to handle follow-ups, reminders, email blasts, have saved us hours. Learn More HereSHOUT OUT TO AVOCALooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. If you want to skyrocket your team this year, you need to check these guys out.  Schedule a Demo Today Episode Hosts:

In this episode, Jake Cronin, CEO of Siro, delves into the intricacies of modern sales coaching utilizing advanced AI technologies. From his transformative experiences on the sales floor to building Siro, Cronin shares invaluable insights on leveraging data to enhance sales performance and process adherence. Jake highlights the pivotal role of AI in capturing and analyzing in-person sales interactions, offering a comprehensive look at Siro's evolution, upcoming innovations, and the profound impact on sales training. This episode is packed with insights you won't get anywhere else.Special Thanks to Service ScalersService Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can't recommend them enough. Check out Service ScalersShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here.Episode Hosts:

In this episode, Jack and John sit down with Andrew Morrell, who took his HVAC business from zero to $6 million—without a massive budget or a big head start. They dive into his journey, what worked (and what didn't), and how smart marketing helped him scale fast. SPECIAL THANKS TO SERVICE SCALERSIn a year where many in the industry faced challenges, we're thrilled to have hit the low 20s, outperforming expectations and driving serious growth. A huge part of that success is thanks to Service Scalers.The team have been invaluable partners, helping us achieve awesome results with out SEO, PPC, LSA and GMB marketing.If you're in the trades and ready to level up your marketing, do yourself a favor and check out ServiceScalers.com. Sam and his team are killing it right now.SPECIAL THANKS TO AVOCALooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Click here to schedule a demoContact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

In this episode, Jack and John break down how businesses are cutting costs and boosting efficiency by leveraging overseas teams for call centers, accounting, and recruitment.We also dive into the biggest challenges of managing remote teams, setting up effective communication, and streamlining operations to scale smarter.Special Thanks to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Click here to schedule a demoShout Out to FieldPulseFieldPulse is a really awesome Field Service Management platform that helps you save hours every week and keep operations running smoothly. With features like scheduling, dispatching, invoicing, and reporting, it takes the headache out of managing the day-to-day.If you're looking to streamline your ops, stay ahead of the competition, and focus on what really matters, FieldPulse is a game-changer.

Most techs aren't salespeople—but they should be closing more jobs. In this episode, Jack and John break down the sales tactics that get homeowners saying yes more often. We're talking about the difference between soft and hard selling, how full system evaluations can boost your close rate, and why most techs miss the real root cause of a homeowner's problem. Plus, we cover the must-know steps for handling calls like a pro. If you want to turn more estimates into booked jobs, this one's for you.SPECIAL THANKS TO SERVICE SCALERSIn a year where many in the industry faced challenges, we're thrilled to have hit the low 20s, outperforming expectations and driving serious growth. A huge part of that success is thanks to Service Scalers.The team have been invaluable partners, helping us achieve awesome results with out SEO, PPC, LSA and GMB marketing.If you're in the trades and ready to level up your marketing, do yourself a favor and check out ServiceScalers.com. Sam and his team are killing it right now.SHOUT OUT TO HATCHTurn communication into conversion with Hatch and its AI Agents, ready to handle follow-ups, reminders, email blasts, and more for your home service business. Save employee hours and book more leads with the power of Hatch.Learn More About HatchEpisode Hosts:

AI is coming for everything—except FieldPulse, according to CEO Gabe Pinchev. In this episode, we chat about how FieldPulse is changing the game for home service businesses with an all-in-one CRM that actually understands what tradesmen need. We talk invoicing, scheduling, QuickBooks sync, dispatch tools, and why custom workflows make all the difference.Plus, Gabe shares insights on his company's Series B funding, why AI won't be replacing SaaS (but will make it better), and what's next for FieldPulse.If you're running an HVAC, plumbing, electrical, or any other home service business and still juggling paper invoices, whiteboards, or excel spreadsheets, this episode is a must-listen.HUGE THANK YOU TO FIELD PULSEFieldPulse is a really awesome Field Service Management platform that helps you save hours every week and keep operations running smoothly. With features like scheduling, dispatching, invoicing, and reporting, it takes the headache out of managing the day-to-day.If you're looking to streamline your ops, stay ahead of the competition, and focus on what really matters, FieldPulse is a game-changer.

In this episode, we're diving straight into what really matters in 2025—your brand. If your branding isn't sharp and your marketing isn't hitting hard, you're already behind. John and Jack talk about why it's non-negotiable to nail your brand this year and how it ties directly to dominating your market.We walk you through how to set smart revenue goals and hit your targets. We also break down the benchmarks every HVAC, electric, and plumbing business needs to aim for, and why quarterly reviews are your key to staying on track.We'll also get into the real stuff: beating your competition, owning your zip codes, and why GMB and LSAs are still the power plays you need to leverage in 2025.Key Highlights: Budgeting and revenue goals for 2025Benchmarking for HVAC, electric and plumbingDominating zip codesBranding and marketing in 2025Special Thanks to Service ScalersService Scalers have helped us to deliver the leads we need to scale Wilson, and their expertise in SEO, PPC, LSA, and GMB marketing has been a game-changer.Last year their partnership helped us achieve 46% year-over-year growth and this year is going to be even bigger. If you're in the trades and serious about growth, I can't recommend them enough. Check out Service ScalersShoutout to Quick Staffers LLCQuick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost.Don't miss out. Get $1000 off your first placement here.Contact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC

In this episode, we get real about how to master your service truck inventory and purchasing. We'll cover how to cut costs for your business, avoid common mistakes, and streamline your operations with a solid PO system, VMI (Vendor Managed Inventory), and stronger vendor relationships. Oh, and don't miss our tips on using mobile truck setups to streamline operations. Plus, get practical advice on negotiating with vendors and keeping your inventory in check to save you big bucks.Shoutout to Quick Staffers LLC Quick Staffers are the staffing agency bringing global talent to the HVAC and plumbing industries. They specialize in placing trained overseas CSRs, fully equipped with the best SOPs and scripts at a fraction of the cost. Don't miss out—Get $1000 off your first placement here: Special Thanks to AvocaLooking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish. Click here to schedule your demo today.Contact Owned and Operated: info@ownedandoperated.com Visit the website for more information More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC