Prime Partners Podcast: Recent Episodes

Business Development Resources (BDR)

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From Clicks to Clients: How Contractors Can Navigate the Latest Google Updates to Maximize Marketing ROI

In the latest episode of BDR’s Prime Partners Podcast, Zene Wynkoop, Director of Client Services & Technology at BxB Media, discusses the crucial role of staying updated on Google’s changes to optimize your marketing strategy and budget.

In this episode of the Prime Partners podcast, Zene Wynkoop, Director of Client Services & Technology at BxB Media, discusses the crucial role of staying updated on Google’s changes to optimize your marketing strategy and budget.

This short conversation explores the importance of maintaining an updated Google Business Profile, the role of diverse content strategies, and the significance of measuring ROI effectively. Zene shares insights on common mistakes contractors make and offers predictions on future trends in digital marketing, emphasizing the need for adaptability and continuous learning in the industry.

Listen here:

Key Takeaways* Investing in digital marketing can yield significant returns. * Google’s algorithm changes frequently, impacting marketing strategies. * A well-maintained Google Business Profile is crucial for visibility. * Video content is increasingly favored in search results. * Attribution is essential for measuring marketing effectiveness. * Contractors often neglect the importance of customer reviews. * AI-driven search is shaping the future of online marketing. * Mobile optimization is critical for capturing leads. * Every market is unique; A-B testing is necessary for success.

Time Stamps* 00:00 Introduction * 08:41 Recent Changes in Google and Their Impact * 14:24 Content Types and Their Importance in Marketing * 23:10 Measuring ROI and Revisiting Past Strategies * 26:48 Effective Targeting and Attribution in Marketing * 31:23 Understanding Market Differences and A/B Testing * 38:23 The Importance of Google Business Profile and Mobile Optimization * 44:35 Preparing for Future Google Updates and AI Integration

About Zene WynkoopZene is the Director of Client Services and Technology at BxB Media. A seasoned paid digital advertising strategist with over 12 years of experience in the home services industry, Zene has a successful track record of helping contractors maximize their marketing ROI. During his time working with businesses, he has specialized in Google Ads, SEO, and WordPress front-end development. Now in a leadership role with BxB, he guides other marketing professionals in helping businesses succeed.

Contact InformationBxB Media

  • Facebook
  • LinkedIn

Zene Wynkoop

  • LinkedIn

313-651-7157
Time Zone: ET

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Marketing Manager. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen HERE* *for more podcast episodes from BDR.

The post From Clicks to Clients: How Contractors Can Navigate the Latest Google Updates to Maximize Marketing ROI first appeared on BDR and is written by Erin Kunz.

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BDR

A Lifeline to Technicians: How to Better Support Your Team in the Field

In this episode of the Prime Partners podcast, Peter Capuciati, chairman and CEO of Bluon, discusses the challenges faced by technicians in the HVAC industry and how owners and managers can provide a lifeline through innovative data access and support.

The conversation explores the evolution of technician training, the generational shift in the workforce, and the impact of Bluon’s solutions on business efficiency and technician performance.

Listen and discover how investing in technician support leads to happier customers, more technician retention, and more successful business returns.

Listen here:

Key Takeaways* Technicians are underserved in terms of support and data. * The skilled labor shortage is impacting technician training. * Technicians prefer quick, accessible information over lengthy support calls. * Younger technicians are more reliant on technology for support. * Investing in technician support leads to happier customers and techs.

Time Stamps* 00:00 Introduction and Background * 07:47 The Challenges of Technician Support * 13:30 The New Way to Support Technicians * 22:16 The Impact of Equipping Technicians with Resources * 24:58 Implementing Bluon in Your Business and the Benefits * 31:06 Conclusion

About Peter CapuciatiAs chairman and CEO, Peter Capuciati is responsible for Bluon’s overall vision and business strategy. Peter’s unique “bilingual” background—as a nuclear physicist from Columbia University and a seasoned entrepreneur with decades of experience navigating over $20B in deals—gives him a truly unique perspective on fully understanding the company’s technical and business sides.

Contact InformationBluon

  • Facebook
  • LinkedIn
  • Instagram

Peter Capuciati

  • LinkedIn

info@bluon.com
1-855-425-8686
Time Zone: PT

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Marketing Manager. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen HERE* *for more podcast episodes from BDR.

The post A Lifeline to Technicians: How to Better Support Your Team in the Field first appeared on BDR and is written by Erin Kunz.

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BDR

Getting a Jump Start on Your Insurance Planning for Next Year

In this episode of the Prime Partners Podcast, Matthew and Jake Abbott from Abbott Family Insurance join the show to talk about insurance planning for contractors. They discuss the importance of starting early, understanding coverage options, and the challenges of navigating the insurance industry.

The Abbott brothers also emphasize the need for education, personalized solutions, and the benefits of offering comprehensive benefits to employees. They also address common barriers to change, such as paperwork and resistance. Overall, they highlight the importance of putting employees first and building a culture of trust and support.

Listen here:

Key Takeaways* Start insurance planning early and review coverage options regularly * Education is key to understanding insurance and making informed decisions * Put employees first and offer comprehensive benefits to improve retention and productivity * Overcome barriers to change by building trust and working with experts * Evaluate participation rates to gauge the value of insurance offerings

Time Stamps* 00:00 Introduction * 06:38 The Importance of Understanding the Trades * 09:37 The Right Time to Start Insurance Planning * 13:52 The Challenges of Insurance and the Need for Education * 24:46 Factors to Consider in Insurance Planning * 32:54 About Abbott Family Insurance * 36:08 Advice for Contractors in Evaluating Insurance * 39:58 Conclusion and Final Thoughts

About Abbott Family InsuranceAbbott Family Insurance is a family-owned and operated business that has built its reputation on delivering tailored health coverage solutions to meet the unique needs of individuals, families, and small businesses. Founded by two brothers, the agency’s mission is rooted in the values of service, dedication, and a commitment to helping others daily. The Abbott Family Insurance team specializes in providing innovative and cost-effective health insurance options, mainly through programs like Individual Group Health, which offer small businesses a flexible and affordable alternative to traditional health plans. Their approach emphasizes personalized service and hands-on support, ensuring every client feels like a part of the family. With a focus on the blue-collar sector, Abbott Family Insurance has revolutionized how small businesses approach employee benefits, making comprehensive health coverage more accessible and financially viable.

Contact InformationAbbott Family Insurance

  • Facebook
  • LinkedIn
  • TikTok

matthew@abbottfamilyagency.com
(727) 744-5716
Time Zone: EST

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Senior Marketing Communications Specialist. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen HERE* *for more podcast episodes from BDR.

The post Getting a Jump Start on Your Insurance Planning for Next Year first appeared on BDR and is written by Erin Kunz.

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BDR

How Shifting Consumer Preferences Are Shaping the Future of Home Service Businesses

In this episode of the Prime Partners Podcast, Paul Redman, VP of Sales at Contractor Commerce, shares how shifting consumer preferences are shaping the future of the home service industry.

Listen here:

The discussion focuses on the importance of e-commerce and online shopping in the industry, as well as the challenges and benefits of implementing an online store. Paul emphasizes the need for contractors to adapt to changing consumer behavior and offers insights into how Contractor Commerce helps contractors integrate e-commerce into their businesses. Discover the future of the consumer journey in the home service industry and where to start in getting a leg up in your market.

Key Takeaways* Consumer preferences are shifting towards online shopping and e-commerce in the home service industry. * Contractors need to adapt to these changing preferences and offer online shopping options to their customers. * Implementing an online store can provide benefits such as increased revenue, better customer experience, and improved efficiency. * Contractor Commerce helps contractors integrate e-commerce into their businesses and offers support throughout the process. * The industry’s future will involve a combination of online and in-person sales, with online shopping becoming increasingly important.

Time Stamps* 00:00 Introduction and Background * 03:39 Shifting Consumer Preferences and the Future of the Industry * 08:28 Challenges and Benefits of Implementing an Online Store * 13:28 Common Early Challenges and Solutions * 18:37 Feedback and Reaction from Contractors * 26:54 Contractor Commerce Elevator Pitch * 28:42 Advice for Hesitant Contractors * 32:40 Conclusion and Next Steps

About Paul RedmanPaul Redman leads the sales and success team at Contractor Commerce. After a decade-long tenure working for Lennox, holding various roles in field sales, territory management, and digital marketing, Paul had the opportunity to move to North Carolina to manage a district. There, he developed a pivotal professional friendship with Will Housh, the owner of HVAC.com. This relationship led to the co-founding of Contractor Commerce in 2018, focusing on adapting HVAC sales to the rise of online shopping. Today, Paul and the team at Contractor Commerce empower contractors to engage with customers digitally, meeting the growing demand for convenient at-home shopping experiences.

Contact InformationContractor Commerce

  • LinkedIn

Paul Redman

  • LinkedIn

predman@contractorcommerce.com
(303) 217-0859
Time Zone: EST

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Senior Marketing Communications Specialist. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

In 2024, he became the host of the Prime Partners Podcast, which delivers insight into services, resources, and business practices that can help your company succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about the BDR SAI partner highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen HERE* *for more podcast episodes from BDR.

The post How Shifting Consumer Preferences Are Shaping the Future of Home Service Businesses first appeared on BDR and is written by Erin Kunz.

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BDR

Strengthening Your Succession Plan With Knowledge of Business Loan Options

In this episode of the Prime Partners Podcast, Jordan Cordero of Live Oak Bank shares the importance of strategic succession planning for small business owners and how leveraging business loan options can facilitate the smooth transfer of business ownership.

The conversation highlights key insights into how proper financial planning and understanding different loan structures can significantly broaden potential buyer pools, making the transition more manageable for sellers and buyers. Whether you’re currently contemplating the future sale of your business or just want to be prepared for when the day arrives, learn how staying on top of business loan options can position you to one day make a smooth exit from your business.

Key Takeaways* Succession planning is crucial for business owners to transition their business to the next generation successfully. * Understanding loan options is critical for business owners to open up their pool of potential buyers and facilitate a smooth transition of ownership. * The rise in interest rates has affected the price and amount of debt that buyers can take on when acquiring a business. * Working with a bank specializing in small business financing and with industry-specific expertise can alleviate contractor pain points when obtaining business loans. * It is never too early to start planning for succession and involving a bank to understand the loan options available.

Time Stamps* 00:00 – Introduction and background on Alec Stevanovski * 07:00 – Impact of the economy on the home service industry * 17:50 – Changes with private equity over the last year * 29:15 – Increasing role and opportunity of technology in the trades * 38:40 – About Homepros

About Jordan CorderoJordan Cordero is a loan officer on the service contractors lending team, which dedicates itself to contractors in the HVAC, plumbing, and electrical industries. He focuses on providing business loans to these industries for acquisitions, succession plans, and commercial mortgages to help with new owners looking to acquire a business and existing owners looking to expand their business. Jordan has been with the bank since 2016 and has been a part of the service contractors team since inception.

Contact InformationLive Oak Bank

  • LinkedIn

jordan.cordero@liveoak.bank
(910) 358-4588
Time Zone: EST

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners Podcast host, Tyler Gunhus, is BDR’s Senior Marketing Communications Specialist. He has over ten years of communications experience spanning print, broadcast, and product marketing. After graduating from Biola University with a Communication and Media Arts degree, Tyler joined a large media company, coordinating content creation, social media, and promotions. He joined the BDR team in 2020, helping lead the marketing strategy and execution, focusing on brand development.

In 2024, he took on the role as host of the Prime Partners Podcast, which delivers insight on services, resources, and business practices that can help your company succeed – faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about one of BDR’s SAI partners, who is highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen HERE* *for more podcast episodes from BDR.

The post Strengthening Your Succession Plan With Knowledge of Business Loan Options first appeared on BDR and is written by Erin Kunz.

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BDR

2024 Trends in the Home Service Industry

In this episode of Prime Partners Podcast, Alec Stevanovski from Homepros discusses 2024 trends in the home service industry, highlighting the impact of the economy, private equity, and technological advancements.

The discussion dives into the evolving role of private equity in the industry, noting a shift from aggressive acquisitions to more strategic investments. Alec suggests that independent contractors can still thrive by leveraging their unique value propositions and investing in marketing and community relationships.

Additionally, the conversation explores the rapid advancements in AI and automation, making sophisticated technology more accessible to small businesses. Alec underscores the potential for contractors to adopt and experiment with new technologies to stay competitive quickly.

Discover how to stay informed about industry trends and developments to adapt and thrive in a changing market.

Key Takeaways* The HVAC industry is influenced by the economy, interest rates, household wealth, and personal incomes. * Private equity firms continue to invest in the HVAC industry due to its long-term growth potential. * Advancements in AI and automation are making technology more accessible and can help contractors improve efficiency and customer service. * Contractors should stay informed about industry trends and developments to adapt and thrive in a changing market.

Time Stamps* 00:00 – Introduction and background on Alec Stevanovski * 07:00 – Impact of the economy on the home service industry * 17:50 – Changes with private equity over the last year * 29:15 – Increasing role and opportunity of technology in the trades * 38:40 – About Homepros

About Alec StevanovskiAlec Stevanovski is the Founder and Editor of Homepros, a digital media company covering the HVAC industry. Before Homepros, he spent three years working for Payzer, a software provider for HVAC and Plumbing contractors.

Contact InformationHomepros

  • LinkedIn

alec@readhomepros.com

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners podcast delivers insight on services, resources, and business practices that can help your company succeed – faster.

Listen to more podcast episodes from BDR HERE

The post 2024 Trends in the Home Service Industry first appeared on BDR and is written by Erin Kunz.

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BDR

How to Anticipate New Opportunities to Gain a Competitive Advantage

In this episode of the Prime Partners podcast, Daniel Burrus, a leading futurist and business strategic advisor, shares how to gain a competitive advantage by anticipating future opportunities through trends and disruptions. Daniel emphasizes the importance of being an anticipatory organization rather than a reactionary one and outlines the concept of hard trends vs. soft trends that give us insight into the future. Discover resources and insights on how your business can take advantage of opportunities in your market with an anticipatory mindset.

Key Takeaways* Being an anticipatory organization allows businesses to anticipate problems and pre-solve them rather than reacting to disruptions after they occur. * Artificial intelligence (AI) offers numerous opportunities for businesses to gain a competitive advantage, from marketing automation to predictive maintenance. * Hard trends are future facts that will happen, while soft trends are assumptions that may or may not occur. Businesses should focus on hard trends to develop low-risk, high-reward strategies. * Change and disruptions present opportunities for businesses to innovate and transform their operations. Embracing change and actively shaping the future is crucial for success. * Businesses can start their journey towards an anticipatory mindset by identifying hard-trend future facts and tying them to specific opportunities. Taking action is essential for progress.

Time Stamps* 00:00 – Introduction and background on Daniel Burrus * 01:10 – What is a futurist? * 03:42 – What does it mean to be anticipatory? * 08:08 – The power of AI and getting started with it * 16:01 – The difference between hard trends and soft trends * 20:10 – Is every trend an opportunity? * 25:20 – How can businesses start moving from reactionary to anticipatory?

About Daniel BurrusDaniel Burrus is considered one of the world’s leading futurists on global trends and disruptive innovation. The New York Times has referred to him as one of the top three business gurus in high demand as a speaker.

He is an innovative entrepreneur who has founded six businesses, four of which were U.S. national leaders in the first year. He is the CEO of Burrus Research, a research and consulting firm that monitors global advancements in technology-driven trends to help clients create enormous, untapped opportunities.

Daniel Burrus is the author of seven books, including the New York Times and Wall Street Journal bestseller Flash Foresight. His latest book, The Anticipatory Organization, is an Amazon No. 1 best seller.

Contact InformationBurrus Research

  • LinkedIn

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners podcast delivers insight on services, resources, and business practices that can help your company succeed – faster.

Listen to more podcast episodes from BDR HERE

The post How to Anticipate New Opportunities to Gain a Competitive Advantage first appeared on BDR and is written by Erin Kunz.

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From Information Overload to Streamlined Insights: Converting Service Data into Business Intelligence

In this episode of the Prime Partners Podcast, Shaun Black, Founder and Chief Analyst at PIVOTL, discusses the concept of business intelligence and its three key components: asking the right questions, getting clear answers, and making smart decisions. Discover the starting point for your businesses in implementing business intelligence and the impact it can have on team performance and business growth.

Key Takeaways* Business intelligence involves asking the right questions, getting clear answers, and making smart decisions based on data. * Transparency and accountability are crucial in creating a culture of business intelligence. * Implementing business intelligence can lead to improved team performance, growth, and profitability. * Getting started with business intelligence requires having the right field service platform and analytics solution in place.

Time Stamps* (00:00) – Introduction to Shaun and his background in data and analytics * (05:08) – The importance of clear answers * (08:34) – The Three S’s: Sales, Services, and Strategic Decision Making * (12:15) – Descriptive Analysis vs. Diagnostic Analysis * (18:38) – The benefits of analytics and business intelligence * (27:13) – Visible business intelligence leads to increased accountability * (31:51) – Getting started with business intelligence * (40:17) – The impact of business intelligence on team performance and business growth * (41:09) – About PIVOTL

About Shaun BlackShaun Black is the Founder and Chief Analyst at PIVOTL, a business analytics consulting firm located in Orange County, California.

Shaun founded PIVOTL based on his unwavering belief in the transformative power of a well-designed analytics system and its ability to help companies improve across all areas of operation. He experienced this first-hand, working with hundreds of businesses over 17 years as an executive at a global manufacturing analytics software company. The in-house analytics he built to manage worldwide sales, marketing, and business development were the catalysts for what later became PIVOTL.

Contact InformationPIVOTL

  • LinkedIn

Shaun Black

  • LinkedIn

shaun@pivotl.net
(949) 529-9675
Time Zone: CST

ABOUT THE PRIME PARTNERS PODCASTBDR’s Prime Partners podcast delivers insight on services, resources, and best practices to help your business succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about one of BDR’s SAI partners, who is highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen to more podcast episodes from BDR HERE

The post From Information Overload to Streamlined Insights: Converting Service Data into Business Intelligence first appeared on BDR and is written by Erin Kunz.

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BDR

How Assessments Can Help You Hire the Right Employee for Your Company

In this episode of the Prime Partners Podcast, Oksana Vlasenko, Vice President at Recruit4Business, discusses the importance of assessments in the hiring process. In this short conversation, we explore the difference between assessing for personality and ability and how assessments can provide valuable insights into a candidate’s fit for a specific role. This episode also covers the ongoing use of assessments in team building, employee development, and management. Oksana emphasizes the need for consistency and legality in using assessments and highlights the services offered by Recruit for Business in the HR and recruiting space.

Key Takeaways* Assessments provide valuable insights into a candidate’s fit for a specific role, including their natural tendencies, learning abilities, and learning styles. * Assessments should be used to complement the hiring process, not replace it. They can help identify areas for coaching and development, as well as potential challenges in team collaboration. * Assessments should be used consistently across all candidates and positions to ensure fairness and accuracy. * Assessments can be a powerful tool for team building, employee development, and management, helping to improve communication, collaboration, and overall performance. * Legal considerations should be taken into account when using assessments, ensuring that they focus on job fit and do not infringe on personal or medical information.

TRY AN ASSESSMENT!Time Stamps* (00:00) – Introduction to Oksana and her background * (02:52) – The Importance of Assessments in the Hiring Process * (06:26) – Assessing for Personality vs. Ability * (09:20) – Using Assessments in the Hiring Process * (12:15) – Analyzing Assessment Results * (13:55) – Continued Use of Assessments in the Workplace * (18:28) – Overlapping Assessments for Team Collaboration * (22:13) – Assessments as a Retention Tool * (23:02) – Assessment Scores and Interview Questions * (26:31) – Legal Considerations in Using Assessments * (30:26) – Overview of Recruit4Business and Assessments * (34:37) – Why Every Team Member Should Go Through the Assessment Process

About Oksana VlasenkoAn expert in human resources (HR) and employee hiring and retention, Oksana’s extensive trade background fuels her proven success in evaluating, recognizing and placing only the best and brightest job candidates – while using cutting-edge tactics to manage and develop employees. Oksana has over 20 years of experience as a Psychometric Personality Assessment Analyst, having reviewed and analyzed over 25,000 personalities. She is one of the co-founders of Recruit4Business, which provides HR and recruiting resources in the trades industries.

Contact Information* LinkedIn

Recruit4Business

info@recruit4business.com
(877) 815-6649
Time Zone: PST

About Prime Partners PodcastBDR’s Prime Partners podcast delivers insight on services, resources, and best practices to help your business succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about one of BDR’s SAI partners, who is highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen to more podcast episodes from BDR HERE

The post How Assessments Can Help You Hire the Right Employee for Your Company first appeared on BDR and is written by Erin Kunz.

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BDR

Leveraging the Power of Financing in Your Service Department

In this episode of the Prime Partners Podcast episode, GoodLeap Managing Sr. Director of Business Development Chad Martin and Managing Sr. Director of Home Improvement Rick Cupples dive into the topic of “Leveraging the Power of Financing in Your Service Department.”

In this engaging conversation, we explore the current consumer demand for financing and dissect how contractors are currently using financing – or not using it – on service calls. While financing might be more common in install and new system purchases, Chad and Rick share how important financing can be on the service side of your business and how to use it as a daily tool for both customer satisfaction and company growth.

Learn best practices for implementing financing in your service department, along with how to train your team to offer financing at every job, and discover the indirect benefits that can boost your business.

Chad and Rick also shed light on what sets GoodLeap’s financing platform apart and how it facilitates service call financing, making it a game-changer for your business.

Don’t miss this opportunity to gain valuable insights and learn how to harness the potential of financing in your service department.

Leveraging the Power of Financing in Your Service Department Time Stamps* (03:10) – What is the consumer’s need for financing today? * (05:25) – How do most contractors use financing today, or do they? * (07:08) – Financing as a daily tool and the indirect benefits of financing * (10:28) – What are some best practices for implementing financing in the service department? * (15:05) – How GoodLeap provides training to support contractors in offering financing * (18:11) – What makes the GoodLeap platform unique? * (22:08) – What does the process look like for implementing financing on a service call? * (27:25) – Final thoughts

About Rick CupplesRick Cupples is a highly accomplished professional with over two decades of diverse experience in the HVAC industry. Throughout his career, he has worked as a contractor, distributor, manufacturer, and finance specialist, gaining invaluable insights into every aspect of the business. As a skilled professional in sales, territory management, service management, and operations, Rick comprehensively understands how these components intertwine to create successful HVAC ventures. Furthermore, his expertise extends to embracing and implementing new technologies, empowering contractors to harness these advancements and fuel sales growth effectively.

About Chad MartinWith over two decades of successful sales management experience, Chad Martin has consistently led and inspired teams to exceed their goals and deliver exceptional results. Notably, he dedicated five years to the specialized field of home improvement financing, where he directly assisted contractors in securing the resources needed to turn dreams into reality. Chad’s commitment to leadership, strategic growth, and fostering valuable relationships remains a driving force throughout his career.

Contact Information* LinkedIn * Facebook * Instagram

GoodLeap

Contact Rick Cupples:

rcupples@goodleap.com
(479) 899-7962
Time Zone: PST

Contact Chad Martin:

chad.martin@goodleap.com
(573) 864-8682
Time Zone: PST

About Prime Partners podcastBDR’s Prime Partners podcast delivers insight on services, resources, and best practices to help your business succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about one of BDR’s SAI partners, who is highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen to more podcast episodes from BDR HERE

The post Leveraging the Power of Financing in Your Service Department first appeared on BDR and is written by Erin Kunz.

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How Contractors Can Utilize AI and Machine Learning

In this episode of BDR’s Prime Partners Podcast, we delve into the world of AI and machine learning (ML) with Chief Product Officer Bashir Abdallah of XOI Technologies. Bashir discusses the evolving landscape of technology and the impact AI and ML have on the contracting industry.

How can contractors use AI to be more efficient in their day-to-day processes? What emerging trends do contractors need to be aware of?

Whether you consider yourself tech-savvy or not, listen to gain valuable insights on how you can begin to leverage AI and machine learning to take your company forward.

Bashir also introduces us to XOi and how their products and services are tailored to assist contractors in harnessing the power of AI and machine learning. Contractors can incorporate their cutting-edge technology to enhance efficiency and productivity within the contracting business.

How Contractors Can Utilize AI and Machine Learning Time Stamps* (00:50) – About Bashir, his background, and XOi Technologies * (02:01) – What are some new AI-related technologies currently on the market? * (05:54) – How will AI and machine learning impact the contracting field positively and negatively? * (11:20) – How do contractors who are not tech-savvy utilize AI in their business? * (18:09) – Is XOi utilizing Machine Learning in their products, and if so, how? * (22:42) – Can we build out a more detailed work summary invoice to make the process easier? * (27:54) – How can contractors (BDR coaching clients and non-BDR clients) contact you to learn more about what XOi offers? * (29:22) – Final thoughts

About Bashir AbdallahBashir Abdallah is the Chief Product Officer at XOi, leading the development and execution of their product vision and strategy. He has spent more than 15 years building technology solutions for contractors, OEMs, and numerous global brands. Bashir most recently served as CPO for ServiceChannel before joining XOi. Bashir’s passion remains to create user-centric solutions for complex challenges

Contact Information* LinkedIn

XOi Technologies

babdallah@xoi.io
(518) 420-8813
Time Zone: EST

About Prime Partners PodcastBDR’s Prime Partners podcast delivers insight on services, resources, and best practices to help your business succeed faster.

Each episode features a BDR partner company or client who shares ways you can take your company forward.

Want to learn more about one of BDR’s SAI partners, who is highlighted in this episode? Reach out to BDR’s Client Experience Coordinator, Samantha Minnar, or go to: https://www.bdrco.com/partners/

Listen to more podcast episodes from BDR HERE

The post How Contractors Can Utilize AI and Machine Learning first appeared on BDR and is written by Erin Kunz.

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BDR

Special Edition Podcast | How Training Can Optimize Performance of a Parts Counter Team

Discover the three things you and your parts counter team can work on for an optimized performance in this special edition of Prime Partners Podcast.

The post Special Edition Podcast | How Training Can Optimize Performance of a Parts Counter Team first appeared on BDR and is written by Erin Kunz.

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BDR

Does Outsourcing Back Office Functions Make Sense?

Discover how outsourcing your back-office functions can be a game-changer for your company's success!

The post Does Outsourcing Back Office Functions Make Sense? first appeared on BDR and is written by Erin Kunz.

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BDR

Business Wisdom from the Author of “One Day, One Job, One Call at a Time”

In this episode of the Prime Partners podcast, Hetter Heating General Manager and author Mike Graessle shares the business wisdom that led him to write his latest book, “One Day, One Job, One Call at a Time.” He explains how the title came to him as well as how readers can use the book to bring about positive change in their lives and businesses.

Discover his number one rule, which is a key principle that has guided him throughout his career and could help guide yours. He also introduces the concept of “one percenters” and why they are essential to achieving success.

If you are interested in obtaining a copy of his book, feel free to contact Mike at the email address below.

You can also make contributions, in lieu of payment, to the U.S. Dept. of Veterans Affairs Homeless Veteran Fund 524.

Time Stamps (00:57) – Mike’s industry background and current professional path * (03:02) – What made you want to write a business book? * (05:14) – How did you come up with the title: One Day, One Job, One Call at a Time* * (06:51) – Who is the intended audience for the book? * (08:31) – How did you intend for readers to use the book? * (12:23) – The book has many quotes, what are some of your favorites? * (14:49) – Chapter one is about benchmarks. Why is that the first chapter? * (18:16) – In the book you share your number one rule. What is it and why is it important to you? * (20:33) – Who are the one percenters? * (26:30) – Who were some of the people who influenced the book and your career and why? * (30:51) – How can people get the book? * (33:34) – Final thoughts

About Mike GraessleMike Graessle is a general manager and business author with a communications degree from Capital University in Columbus, Ohio. He has over two decades of experience as a sales manager working with a gas company and three home-building companies. He has been the general manager at Hetter Heating and Cooling for over 15 years.

As a seasoned general manager, Mike knows how to motivate his teams and achieve success. He shares his expertise on the subject in his book, providing readers with practical advice on leading their teams to greatness.

Company InformationHetter Heating and Cooling

Contact Informationmike@hetterheating.com
(614) 784-9200
Time Zone: EST

About the Prime Partners PodcastBDR’s Prime Partners podcast delivers insight on services, resources, and business practices that can help your company succeed – faster.

Listen to more podcast episodes from BDR HERE

The post Business Wisdom from the Author of “One Day, One Job, One Call at a Time” first appeared on BDR and is written by Erin Kunz.

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BDR

What It’s like to Be the Second Generation in a Family Business

In this episode of the Prime Partners Podcast, Luke Schar, General Manager of Schar Heating & Cooling Inc., sits down to discuss carrying on a family legacy, gaining his employees’ trust, challenges and goals, and the company’s growth opportunity.

Join us in discovering what it’s like to be the second generation in a family business!

What It’s like to Be the Second Generation in a Family Business Time Stamps* (00:59) – About Schar Heating & Cooling * (01:39) – How did you first get involved in HVAC? * (02:44) – When did the family business begin and what is the founder’s current role? * (03:40) – Did you always want to be a part of the family business and are other family members involved? * (06:33) – What are your company’s biggest challenges and what does Schar Heating do really well? * (08:33) – Is it difficult to find people who fit your company culture? * (10:42) – What are the challenges in the transition of taking over the family business? * (12:39) – What are you doing to earn your employees’ trust? * (14:34) – What have you learned from your dad that has helped you in business? * (17:49) – As your role expands, are there things you’d like to change about the business? * (20:36) – Do you have an endgame? * (24:16) – Where do you see the company in the next five years? * (26:17) – What is the timeline for you to fully take over the business and what do you see your father’s role being? * (28:09) – What’s your vision for yourself? * (29:14) – Final thoughts

About Luke ScharLuke started his HVAC journey with Schar Heating & Cooling in 2018. He has a Bachelor’s degree in organizational supervision and an Associate’s degree in business management. Luke enjoys spending time with his family, cycling, sailing, and being outside in his free time.

Facebook ProfileSchar Heating & Cooling, Inc.

Company WebsiteSchar Heating & Cooling, Inc.

Contact Informationlukeschar@scharheating.com
(330) 419-8174
Time Zone: EST

About the Prime Partners PodcastBDR’s Prime Partners podcast delivers insight on services, resources, and business practices that can help your company succeed – faster.

Listen to more podcast episodes from BDR HERE

The post What It’s like to Be the Second Generation in a Family Business first appeared on BDR and is written by Erin Kunz.

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BDR

Indoor Air Quality and Purification

In this episode of the Prime Partners Podcast, PuriFi Labs Chief Revenue Officer Michael Hunter discusses the importance of indoor air quality and the need for a residential air purification system.

Listen as he demystifies good versus great air quality and explains how it is measured.

Indoor Air Quality and Purification Time Stamps* (00:47) – About Michael and his industry background * (01:42) – What is PuriFi Labs and what is your role at the company? * (03:20) – Why is indoor air quality important? * (05:13) – How is indoor air quality measured? * (06:44) – What is particulate matter? * (09:43) – What’s considered good indoor air quality? * (11:50) – What are the different ways and how do we improve indoor air quality? * (16:11) – How is purification different from just improving indoor air quality? * (18:15) – How does the PuriFi system work? * (20:34) – How many sensors does a typical home need? * (21:55) – Are pollution triggers preset or can they be customized? * (23:30) – Based on your experience, how easy or difficult is this product to install? * (24:35) – What sets PuriFi apart from similar competitor products? * (30:33) – How can contractors get your product? * (31:23) – What is the best way for listeners to learn more and how can they connect with you? * (32:54) – Final thoughts

About Michael HunterMichael is the Chief Revenue Officer of PuriFi Labs. He is an influential leader in the industry who strives for excellence in professional development for himself and those he works with daily. He’s been in the HVAC industry for over 20 years, starting as a territory manager at a major industry distributor and eventually becoming a trainer and coach at BDR before moving to PuriFi Labs as its CRO.

LinkedIn ProfileMichael Hunter

Company WebsitePuriFi Labs

Contact Informationmhunter@purifilabs.com
(602) 253-2624
Time Zone: MST

About the Prime Partners PodcastBDR’s Prime Partners podcast delivers insight on services, resources, and business practices that can help your company succeed – faster.

Listen to more podcast episodes from BDR HERE

The post Indoor Air Quality and Purification first appeared on BDR and is written by Erin Kunz.

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BDR

How to Build a Training Journey For Your Employees

In this episode of the Prime Partners Podcast, Angie Swartz, BDR University Training Advisor, shares the importance of training in a business and explains how to build a training journey for your employees that benefits both the company and your team.

The post How to Build a Training Journey For Your Employees first appeared on BDR and is written by Erin Kunz.

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BDR

Using Public Relations to Tell the Story of Your Business

In this episode of the Prime Partners Podcast, we invite you to take an in-depth look at the components of a press release and discover how you can use public relations to tell the story of your business.

The post Using Public Relations to Tell the Story of Your Business first appeared on BDR and is written by Erin Kunz.

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BDR

Understanding the Options for Financing Your Business Growth

In this episode of the Prime Partners Podcast, Brandon Bolen, Head of Service Contractor Lending at Live Oak Bank, shares how financing can help small business owners support their company’s growth and expansion.

The post Understanding the Options for Financing Your Business Growth first appeared on BDR and is written by Tyler Gunhus (BDR).

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BDR

Are You Maximizing Your Website’s Potential?

In this episode of the Prime Partners Podcast, Angela Kiel, Senior Marketing Coach from BxB Media, explains why it's crucial for contractors to have a great website and shares ways to leverage it to attract more clients.

The post Are You Maximizing Your Website’s Potential? first appeared on BDR and is written by .

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BDR

Using Training to Enhance Dealer Growth and Loyalty

In this episode of Prime Partners, BDR Client Relationship Specialist & Trainer Candy Cunningham discusses the importance of training and how it can enhance dealer growth and loyalty for distributors.

The post Using Training to Enhance Dealer Growth and Loyalty first appeared on BDR and is written by .

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BDR

How Coaching Can Help a Home Services Business

In our first episode of Prime Partners Podcast, BDR’s Director of Dealer Recruitment Matt Baker will navigate us through the various solutions that business coaching can offer.

The post How Coaching Can Help a Home Services Business first appeared on BDR and is written by .