Owned and Operated

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Owned and Operated is a weekly podcast segment that dives deeply into the operations of businesses that we own and businesses we are considering acquiring. We will be discussing real issues in our companies, the nuance that came with them and the decisions we made. We hope to give entrepreneurs, searchers and the public a window into a real business as we solve real problems, acquire companies and build in public.

John Wilson and Brandon Niro


    • Jun 3, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 41m AVG DURATION
    • 221 EPISODES


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    Latest episodes from Owned and Operated

    #205 How Premier Home Pros Scaled to Millions: Talent, Strategy & Explosive Growth

    Play Episode Listen Later Jun 3, 2025 53:25 Transcription Available


    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.

    #204 Top 5 Key Experts You NEED to Buy a Business in 2025

    Play Episode Listen Later May 30, 2025 13:22 Transcription Available


    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.

    #203 Investment Joy's 10M Roofing Journey

    Play Episode Listen Later May 29, 2025 53:23 Transcription Available


    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.

    #202 How to Develop Great Leaders with Values and Skills for Tomorrow's Success

    Play Episode Listen Later May 27, 2025 41:55 Transcription Available


    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.

    #201 Turf Takeover and the Rise of Tier Two Business Acquisitions

    Play Episode Listen Later May 23, 2025 53:33 Transcription Available


    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.

    #200 How E-Commerce is Transforming the Trades and Home Services Industry

    Play Episode Listen Later May 22, 2025 23:26 Transcription Available


    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.

    #199 The $174M Remodel Company No One Saw Coming

    Play Episode Listen Later May 20, 2025 55:18 Transcription Available


    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.

    #198 This ONE Mistake Can Tank Your First Acquisition

    Play Episode Listen Later May 16, 2025 14:54 Transcription Available


    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.

    #197 What's Actually Working in Home Service Marketing in 2025 (Proven Growth Strategies)

    Play Episode Listen Later May 15, 2025 59:53 Transcription Available


    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.

    #196 Hiring Secrets That ACTUALLY Work

    Play Episode Listen Later May 13, 2025 38:05 Transcription Available


    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.

    #195 The From Zero to 10 Million Cold Calling

    Play Episode Listen Later May 9, 2025 41:01 Transcription Available


    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.

    #194 This AI Transformed Customer Service—Here's How Avoca Did It

    Play Episode Listen Later May 8, 2025 21:58 Transcription Available


    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.

    #193 The Truth Behind Scaling a Successful Plumbing Business

    Play Episode Listen Later May 6, 2025 37:18 Transcription Available


    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.

    #192 The Ultimate Playbook to Buy & Scale Small Businesses

    Play Episode Listen Later May 2, 2025 45:32 Transcription Available


    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.

    #191 How AI Is Transforming Lead Generation and Market Expansion

    Play Episode Listen Later May 1, 2025 59:14 Transcription Available


    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.

    #190 How AI and Automation Are Revolutionizing Home Service Marketing

    Play Episode Listen Later Apr 29, 2025 97:52 Transcription Available


    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.

    #189 How to Scale a Small HVAC Business with Proven Strategies

    Play Episode Listen Later Apr 24, 2025 64:33 Transcription Available


    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.

    #188 How Traditional Media Drove $100K+ in Plumbing Leads

    Play Episode Listen Later Apr 22, 2025 104:19 Transcription Available


    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.

    #187 Junk Removal as a Scalable Business?

    Play Episode Listen Later Apr 17, 2025 44:44 Transcription Available


    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.

    #186 Turning Tow Trucks Into Business Success

    Play Episode Listen Later Apr 15, 2025 49:56 Transcription Available


    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.

    #185 From Roofing to Riches: The Blueprint for Business Growth

    Play Episode Listen Later Apr 10, 2025 43:12 Transcription Available


    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.

    #184 From Survive to Thrive: Scaling Your Home Service Business for Maximum Growth

    Play Episode Listen Later Apr 8, 2025 40:58 Transcription Available


    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.

    #183 The $250M HVAC Collapse: Inside Air Pros' Bankruptcy

    Play Episode Listen Later Apr 3, 2025 46:38 Transcription Available


    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.

    #182 Roofing Business Success: From Contractor to CEO in a Growing Industry

    Play Episode Listen Later Apr 1, 2025 45:29 Transcription Available


    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

    #181 From Plumbing to Profits: One Entrepreneur's Journey to Business Success & Growth Strategies

    Play Episode Listen Later Mar 27, 2025 51:33 Transcription Available


    LEGENDS #180 | Roger Wakefield: Shaping the Next Generation of Plumbers

    Play Episode Listen Later Mar 25, 2025 61:18


    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!

    #179 HVAC, Plumbing & Electrical SOPs: Multi-Touchpoint Strategies for Business

    Play Episode Listen Later Mar 20, 2025 45:59


    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.

    #178 - Leveraging Discounts and Inside Sales for HVAC Growth

    Play Episode Listen Later Mar 18, 2025 42:05


    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

    #177 - HVAC and Plumbing Lead Generation: Outbound Campaigns That Fill The Board

    Play Episode Listen Later Mar 13, 2025 41:06


    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

    #176 - LEGENDS: The Roofing Kingpin: How Paul Reed Went From Local Player to Multi-Million Dollar Roofer

    Play Episode Listen Later Mar 11, 2025 39:41 Transcription Available


    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:

    #175 - Find The BEST Leads: Modernize VP of Marketing Jamie Smith Breaks Down the Secret to Success

    Play Episode Listen Later Mar 6, 2025 56:13 Transcription Available


    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:

    #174: Ex-Microsoft Head of Product: Anand Subbaraj on Building AI for the Trades

    Play Episode Listen Later Mar 4, 2025 49:44 Transcription Available


    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:

    #173 - "We Booked 400 Calls a Week": How Avoca AI is Shaping Home Services

    Play Episode Listen Later Feb 27, 2025 43:07 Transcription Available


    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:

    #172 - From Dropout to CEO—Kelly Roberts on Building a $15M HVAC Business

    Play Episode Listen Later Feb 25, 2025 55:06 Transcription Available


    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:

    #171 - Why Your Sales Pipeline Is Failing—Hatch's Chief Revenue Officer 'Tim Geisenheimer' Explains the Mistakes Costing You Millions

    Play Episode Listen Later Feb 20, 2025 40:03 Transcription Available


    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:

    #170 - "Most Sales People Suck at Their Job": How Siro's AI Is Turning Sales Reps Into Top Performers with Jake Cronin

    Play Episode Listen Later Feb 18, 2025 51:36


    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:

    #169 - Scaling an HVAC Startup to $6M: How Andrew Morrell Went from ZERO to Millions

    Play Episode Listen Later Feb 13, 2025 56:49


    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

    #168 - We Cut Payroll Costs by 50%—Here's How Remote Hiring Cuts Major Costs

    Play Episode Listen Later Feb 11, 2025 38:06 Transcription Available


    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.

    #167- Stop Pitching, Start Closing—The Secret to More Plumbing Conversions

    Play Episode Listen Later Feb 6, 2025 35:12 Transcription Available


    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:

    #166 - “AI won't replace people” Gabe Pinchev from FieldPulse Shares How Software Will Transform The Trades

    Play Episode Listen Later Feb 4, 2025 47:58 Transcription Available


    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.

    #165 - How Branding in 2025 Will Either Make or Break Your Business

    Play Episode Listen Later Jan 30, 2025 39:43 Transcription Available


    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

    #164 - "We Lose $1,000s Every Day": The Simple Fix to Streamline Your Accounts

    Play Episode Listen Later Jan 28, 2025 37:11 Transcription Available


    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

    #163 - From $7 Million to $140 Million: The Ultimate Blueprint for Growth

    Play Episode Listen Later Jan 23, 2025 34:59 Transcription Available


    In this episode, we're breaking down what it takes to plan for serious growth—both short and long term. Jack and John swap stories and hard-won lessons on budget planning, sharpening your SWOT analysis, setting revenue targets, and getting your team firing on all cylinders. They dig into why strong accounting practices are a growth superpower and share practical steps to scale your business effectively.Key highlights: Tactical planning and goal settingWhy every department matters in hitting goalsThe importance of data reviews to keep you ahead of the curve.Shout out to our sponsors!Modernize We've been using Modernize them for our water quality leads, and it's been smooth sailing from day one. Onboarding was quick and now every lead goes straight into our call center. If you're serious about boosting your leads, definitely check them out.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 ScalersContact 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

    #162 - Get Your Techs to Close More Tickets: How We Built Confidence, Boosted Sales, and Cut Stress

    Play Episode Listen Later Jan 21, 2025 31:15 Transcription Available


    In a world where customer expectations are higher than ever, the success of your HVAC or plumbing business hinges on one thing: a well-trained team. Jack and John are here to show you how to make it happen.Drawing on their experience and dynamic insights, they reveal the secrets to creating training programs that don't just do the job — but transform how you do business. From onboarding new hires to advanced technical and sales tips, they break down the steps to building high-performance teams.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

    #161 - Private Equity vs. Co-Investment: Strategies for Scaling Small Businesses

    Play Episode Listen Later Jan 16, 2025 41:12 Transcription Available


    In this episode, Jack & John sit down together to discuss the strategies and significance of finding the right partners for growth in the home service sector. The conversation touches on the pros and cons of minority vs. majority ownership, the challenges of trust, and the potential benefits of co-investment partnerships vs private equity. We also explore real-world examples and share insights on how these strategies can lead to substantial growth and operational improvements within the trades.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

    #160 - How This One Sales Tactic Unlocked $10 Million in Potential

    Play Episode Listen Later Jan 14, 2025 43:52 Transcription Available


    In this episode, John and Jack discuss how they redefined their business over the past year, sharing the big wins and game-changing shifts that took them to the next level.From revamping call centers and rethinking compensation to building a powerhouse inside sales team and unlocking the hidden potential of weekend shifts, they'll show you how you can turn everyday decisions into massive growth opportunities. This comprehensive discussion is filled with actionable insights for businesses aiming to scale and achieve higher efficiency in their operations.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

    #159 - Turning Data into Dollars: How to Use AI in The Trades with Sebastian Jimenez

    Play Episode Listen Later Jan 7, 2025 47:42


    How do you boost your business with AI?In this episode, we chat with Sebastian from Rilla about how AI is shaking up the home improvement industry. Rilla's virtual ride-along software helps sales and service teams get better by recording and analyzing conversations using AI. Sebastian shares tips on how to best use Rilla in your business, including success stories and practical advice for getting quick returns. Find out why now is an exciting time to be in the trades with AI changing everything from customer chats to managing projects. 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

    #158 Pricing Effectively Based On Your Efficiency

    Play Episode Listen Later Dec 31, 2024 41:48


    Join John and Jack as they break down the do's and don'ts of strategic pricing and why gross profit matters more than gross margin. They'll also chat about handling discounts, boosting inside sales, and training your team to hit those numbers. Plus, hear about their crazy year-over-year growth and their open book management style. Tune in for some real talk on making your service business thrive!Wilson Companies just wrapped up the year in the low $20M range, and they couldn't be more pumped. Most of the industry didn't see the same level of success this year, so it's an incredible achievement.When you think about who helped make it happen, Service Scalers is right at the top of the list. Wilson has been working with them for a couple of years now, and they've delivered best-in-class SEO, PPC, and dominated LSA and GMB marketing for the company. Service Scalers has been a critical partner in driving Wilson's impressive 46% year-over-year growth.Looking ahead to next year, Wilson is aiming for the low $30M range. Service Scalers will remain one of their most strategic partners, helping them stay ahead of AI trends, keeping their SEO sharp, and ensuring they stay at the top—exactly where they want to be.Huge thanks to Sam and his team at Service Scalers. If you're looking to level up, check out ServiceScalers.com. They're absolute killers in their space, and Wilson is grateful for the partnership.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

    #157 Your Questions, Answered: Commission, Supplier Leverage, and Training Strategies

    Play Episode Listen Later Dec 24, 2024 30:37


    In this live Q&A session, we dive into some of the most pressing topics for home service business owners. From crafting competitive compensation packages and building impactful training programs to exploring how AI can transform call center operations.We also discuss strategies for managing seasoned teams, creating scalable HVAC business models, and attracting top talent with strong benefits. Plus, we touch on simplifying processes to pave the way for smoother growth.For more in-depth discussions, tune in to our exclusive FB group and don't miss out on future live sessions.HUGE SHOUT OUT:In 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.For the past couple of years, Sam Preston and his team have been invaluable partners, helping us achieve:✅ Best-in-class SEO✅ Top-tier PPC campaigns✅ Dominance in LSA and GMB marketingBecause of their support, we're celebrating 46% year-over-year growth—a milestone we're incredibly proud of. As we set our sights on the low 30s for next year, we know Service Scalers will continue to be a strategic partner, keeping us ahead of AI trends, optimizing our SEO, and helping us stay at the top where we belong.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 nothing short of killers.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

    #156 LEGENDS: From the Trades to $110 Million with Nexgen Founder Ismael Valdez

    Play Episode Listen Later Dec 17, 2024 48:03


    This week on the Owned and Operated Legends series we the unstoppable powerhouse of HVAC Ismael Valdez, founder of Nexgen. From starting in the trades at 18 to building an empire in just four years, Ismael shares his journey to revolutionizing the contracting industry.Special Thanks to Avoca AI Coaching and TrainingLooking to train your call center and technicians back on their calls? Get better performance today with the power of Avoca AI, as your staff learns their pain points and improves end-to-end. We have a special promo code available if you schedule now: ‘OWNED'.Click here to schedule your demo today.Episode Hosts:

    #155 - Merging Cultures: Challenges In Home Service Acquisitions

    Play Episode Listen Later Dec 10, 2024 52:13 Transcription Available


    In this episode of "Owned and Operated," hosts John Wilson and Jack Carr are joined by guest Nathan Lenahan, co-owner of Bart's Heating and Air. Nathan shares his journey of rapidly scaling his HVAC business through strategic home service acquisitions, growing from a $1 million revenue company to over $10 million. He discusses the challenges and considerations involved in merging companies, including integrating cultures, compensation structures, and deciding whether to rebrand under a larger, more recognized name. They'll also get into the importance of people management, maintaining company values, and the shift from acquisition-led growth to focusing more on organic expansion.Thanks to Our Sponsor Supply HouseNeed parts fast? Supply House Dot Com is fast, reliable, offers easy returns, and has a huge inventory of parts and supplies so that you're waiting less.Take a look at their TradeMaster program and start getting perks now!(https://www.supplyhouse.com/)Learn More About Service ScalersGet your own home services business website, and dominate the SEO and Google Ads game, then check out Service Scalers today.(https://www.servicescalers.com)Episode Hosts:

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