BDR’s Prime Resources podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results. With Prime being the most flourishing stage or state.
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
Peter Capuciati
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 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 A Lifeline to Technicians: How to Better Support Your Team in the Field first appeared on BDR and is written by Erin Kunz.
BDR
Succeeding with an Online Store
In this episode of the Prime Resources Podcast, BDR Head Coach Gwen Campbell discusses the concept of an online store for contractors and provides insights on how to succeed. She explains that an online store can be anything from a simple cart system to a builder system where customers can customize their purchases.
The key is determining what type of online store to offer and what options to present to customers. Gwen also emphasizes the importance of having a sales process and involving the entire team in the online store setup.
Discover how to capture more opportunities in your market and reach a growing number of consumers who prefer to purchase online!
Listen here:
Key Takeaways
Succeeding with an Online Store Time Stamps* 00:00 – Succeeding with an Online Store for Contractors * 04:04 – The Opportunity of Online Stores for Contractors * 06:06 – System Selling and Technology in Online Stores * 07:56 – The Importance of Pre-Qualifying Customers * 10:41 – Setting Up and Maintaining an Online Store * 13:29 – Communicating with the Sales Team * 15:58 – Enhancing the Customer Experience with Pre-Qualification * 18:02 – Regularly Updating the Online Store
About Gwen CampbellGwen Campbell boasts a 15-year career in HVAC, excelling in various roles from sales and marketing to service management and accounting systems. Rising through the ranks, she introduced innovative sales strategies that significantly boosted profitability and morale. Gwen’s dedication to building a sales culture and client trust has been a cornerstone of her successful career, which fuels her passion for sales planning, building processes, tracking the numbers, the ritual of the sales process, and winning referrals.
About Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results—Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Succeeding with an Online Store first appeared on BDR and is written by Erin Kunz.
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
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.
BDR
Things to Consider Before Investing in Field Service Software
In this episode of the Prime Resources Podcast, BDR Accounting Coach and Service Software Integrator Brittany Baimbridge discusses the considerations and challenges of investing in field service software.
Brittany shares the benefits of field service software, essential features to look for, the importance of customization and integrations, finding the right vendor partner, and common pitfalls to avoid. Discover valuable insights and tips for successfully implementing field service software into your business.
Listen here:
Key Takeaways
Things to Consider Before Investing in Field Service Software Time Stamps* 00:00 – Introduction and Expertise of Brittany Baimbridge * 02:24 – Essential Features to Look for in Field Service Software * 06:09 – The Importance of Customization and Integrations * 18:15 – Finding the Right Vendor Partner for Field Service Software * 21:23 – Common Pitfalls to Avoid in Field Service Software Implementation * 25:55 – Success Stories and Benefits of Field Service Software
About Brittany BaimbridgeBefore joining BDR, Brittany Baimbridge was a BDR client for five years, working with service-based companies in a financial role. As a former client, she experienced the impact made by establishing strong processes and tracking results while working with her coaches. As a BDR Financial Coach, Brittany is extremely organized and detail-oriented, with a focus on financial reporting, strategic business planning, and process management. She loves helping clients develop their businesses and empowering them with the tools to achieve success.
About Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results—Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Things to Consider Before Investing in Field Service Software first appeared on BDR and is written by Erin Kunz.
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
Paul Redman
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.
BDR
Creating an Avatar for a Sales Professional
In this episode of the Prime Resources Podcast, BDR Head Coach and Trainer Shaun Weiss discusses the concept of creating an avatar for a top-performing sales professional. An avatar embodies the characteristics and qualities that make a salesperson successful. Shaun identifies five key traits of a successful salesperson’s avatar:
In this discussion, he emphasizes the importance of being competitive, needing achievement, staying optimistic, and mental and physical toughness. Shaun also highlights the significance of empathy without going to extremes and the value of being observant and process-driven in sales. He suggests using the avatar as a checklist for self-assessment and seeking feedback from coaches or managers to improve performance. Shaun encourages continuous learning and adaptation to stay fresh and avoid falling into a comfort zone.
Interested in learning the skills of the industry’s top-producing sales professionals? Discover proven sales processes by reserving your spot in BDR’s Top Gun Sales Excellence training workshop!
Key Takeaways
Creating an Avatar for a Sales Professional Time Stamps* 00:00 – Defining the Salesperson’s Avatar * 05:10 – Sales Drive and Competitiveness * 06:38 – Balancing Empathy * 08:32 – The Importance of Toughness * 11:26 – Being Observant and Process-Driven * 13:26 – Using the Avatar as a Checklist
About Shaun WeissShaun Weiss has nearly 20 years of experience in the HVAC and Plumbing industry, spanning several operational, management, and sales roles. He has successfully managed staff sizes of 40 employees and more, turned failing, unprofitable departments into profit centers, grown profitable business relationships, and created a sales and customer-service culture.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Creating an Avatar for a Sales Professional first appeared on BDR and is written by Erin Kunz.
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
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.
BDR
Why Residential Contractors Should Consider Expanding Into Light Commercial
In this episode of the Prime Resources Podcast, BDR Head Coach and Trainer Chris Koch discusses the opportunities and challenges of expanding into the light commercial market for residential contractors.
In the discussion, Chris highlights the vast size of the market, with nearly 6 million commercial buildings in the US, and emphasizes the potential in smaller owner-occupied buildings like medical offices, professional office buildings, veterinary clinics, and office conversions. He also stresses the importance of knowing your numbers, managing budgets, and not underselling your capabilities.
Key Takeaways
Why Residential Contractors Should Consider Expanding Into Light Commercial Time Stamps* 00:00 – Introduction * 02:18 – The Opportunity in Smaller Owner-Occupied Buildings * 08:24 – The Benefits of Commercial Maintenance Contracts * 12:51 – Utilizing Existing Team Members for Sales * 23:15 – Avoiding Pitfalls and Knowing Your Market * 29:58 – Taking Action: Getting Started in the Light Commercial Market * 33:13 – Conclusion
About Chris KochChris Koch brings 25 years of HVAC industry experience to BDR’s business coaching clientele. While Chris has focused primarily on the commercial service arena, he has a significant amount of residential HVAC and plumbing experience, including “mixed-use buildings” that blend commercial and residential markets. He has gained experience across a spectrum of operational-level service, installation, and sales roles which were the springboard for his success across a spectrum of management roles. He has executed a start-up as a business owner and gained invaluable work experience at five different companies, completed two acquisitions, assimilated cultures, executed financial turnarounds, and developed divisions into significant profit centers.
About Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results—Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Why Residential Contractors Should Consider Expanding Into Light Commercial first appeared on BDR and is written by Erin Kunz.
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
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.
BDR
The Power of Consistency in Employee Communications
In this episode of the Prime Resources Podcast, BDR Head Coach Adam Skorstad shares how consistency in communication can result in success with your business and your team.
Adam tackles the lack of communication in most contractors’ businesses, the importance of group communication, setting clear expectations, and how to communicate with employees who are not meeting the standards that have been set.
Discover how to level up communication within your business and best practices in building effective communication habits with your team!
Key Takeaways
The Power of Consistency in Employee Communications Time Stamps* 00:00 – Introduction * 01:20 – Do most contractors properly communicate with their team? * 02:00 – What impact can consistent communication have on our team? * 07:00 – Scenarios that require group communication * 10:05 – Communicating to employees not meeting our standards * 15:55 – How can we be proactive in our communication? * 19:55 – Building the muscle of consistency in communication * 25:45 – Final thoughts
ABOUT Adam SkorstadAdam Skorstad boasts an illustrious career journey within the HVAC industry, marked by remarkable achievements and pivotal leadership roles across various companies. Beginning as a Commercial Installer in 1997, he swiftly climbed the ranks to assume senior management positions, demonstrating unparalleled expertise in sales, operations, and general management. His proven business development track record underscores his strategic insight and operational excellence. Adam’s extensive experience includes spearheading successful turnarounds, driving revenue growth, and implementing innovative business strategies that have propelled companies to unprecedented success. His unwavering commitment to professional and personal development is evident in his BDR clients’ success within the HVAC and Plumbing industries.
About Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results—Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post The Power of Consistency in Employee Communications first appeared on BDR and is written by Erin Kunz.
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
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.
BDR
Stop Chasing Revenue, Start Banking Profit
BDR Head Coach Paul Grizzle joins Prime Resources Podcast to discuss the importance of focusing on profit rather than just revenue in your business. Paul gives an overview of how these two key elements are different and outlines the breakdown of what makes up your revenue. Discover the importance of understanding the difference between the revenue and the profit your company generates and the action steps you can take to maximize profit – leading to freedom for you and your team!
Key Takeaways
Stop Chasing Revenue, Start Banking Profit Time Stamps* 00:00 – Introduction * 01:00 – Definitions of Revenue and Profit and How the Two Relate to Each Other * 09:30 – Why It’s Important to Move From Chasing Revenue to Banking Profit * 14:11 – Understanding What Makes Up Your Revenue – Cost of Goods, Gross Profit, Overhead, and Net Profit * 24:05 – Developing a Financial Understanding and Setting Baselines * 26:51 – Summary and Conclusion
ABOUT Paul GrizzlePaul Grizzle‘s HVAC career spans 24 years of total industry experience with 15 years as a successful business owner, six years in a leadership role within the Air Conditioned Contractors of America (ACCA) organization, and two years working with BDR as a client in the Profit Coach program. After joining the Profit Coach program, he leveraged to refine his business processes, install HVAC-specific financial accounting and performance analysis, and then built a BDR-caliber business plan for his company. Within the year, Paul sold his business to a respected local HVAC business owner, and it remains a Profit Coach client. Paul now brings his vast knowledge, experience, and success to BDR’s clientele as a Profit Coach.
About Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Stop Chasing Revenue, Start Banking Profit first appeared on BDR and is written by Erin Kunz.
BDR
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
Shaun Black
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.
BDR
The Benefits of Adding Ductless to Your Sales Offering
In the ever-evolving landscape of HVAC solutions, ductless systems have emerged as a versatile and efficient option for residential and commercial applications.
In this episode of BDR’s Prime Resources Podcast, listeners gain invaluable insights from BDR’s Distributor Relationship Specialist and Trainer, Candy Cunningham. With her extensive expertise in the field, Candy delves into the burgeoning trends surrounding ductless systems and their remarkable impact on the market. She also provides actionable strategies for contractors to effectively highlight ductless options during the sales process, emphasizing the profitability potential that comes with incorporating these systems into their offerings.
Throughout the episode, Candy addresses key questions such as consumer awareness of ductless options, optimal residential applications, and the diverse range of ductless products.
Join us on the Prime Resources Podcast as we discuss ever-evolving consumer preferences, their sustainability concerns, and how to integrate ductless solutions into your sales arsenal that can unlock new opportunities for profitability and customer satisfaction.
The Benefits of Adding Ductless to Your Sales Offering Time Stamps* (00:56) – What trends are you seeing in the market around ductless? * (03:00) – Are most consumers aware of the ductless options available? * (05:45) – What are some of the best residential applications for ductless? * (11:17) – What are some of the different ductless product choices available? * (14:19) – How should contractors highlight ductless options during the sales process? * (21:28) – What can be the profitability impact of adding ductless to your sales offering? * (25:09) – Final thoughts
ABOUT CANDY CUNNINGHAMCandy Cunningham is BDR’s Client Relationship Specialist. She is BDR’s primary contact person for its distribution training sales channel and provides ongoing resources to BDR’s distribution partners to help them host successful classes that drive their business forward.
Candy has a deep background in distribution sales and territory management and was recognized in the Top 10 of National Distribution Sales on three separate occasions.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post The Benefits of Adding Ductless to Your Sales Offering first appeared on BDR and is written by Erin Kunz.
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.
BDR
How and Why to Take a Break From Your Business
In this episode of the Prime Resources Podcast, BDR Head Coach Gwen Campbell joins the discussion on the importance of taking breaks while running a business. From defining the concept to practical tips for implementation, this insightful episode navigates the landscape of work-life balance for business leaders.
Defining a Break from Business
Gwen kicks off the conversation by clarifying what it means to “take a break from your business.” More than physical detachment, it involves embracing activities like family dinners, attending kids’ events, or indulging in a well-deserved vacation.
The Importance for Leaders
Contrary to the perception of breaks as a luxury, it is crucial for leaders to take a step back. Highlighting the personal and business benefits, the discussion emphasizes how breaks contribute to mental well-being and stress reduction, ultimately leading to a more productive and innovative workforce.
Challenges for Contractors
While we address the prevalent culture of constant hustle in the contracting industry, we also explore why many contractors find it challenging to take breaks. It challenges the mindset that views breaks as a hindrance to success and advocates for a shift toward recognizing breaks, big or small, as essential for long-term sustainability.
Overcoming the “Can’t Take a Break” Mindset
We provide practical solutions for those who feel unable to take a break or consider themselves “workaholics.” Delegation, effective time management, and setting boundaries emerge as key strategies, urging leaders to prioritize their well-being as a responsibility to themselves and their businesses.
Shorter Breaks for Sustainable Leadership
Short breaks offer micro-strategies that leaders can incorporate into their routines, even during busy periods or peak seasons. These short breaks, whether a brisk walk or a brief meditation session, contribute significantly to preventing burnout and maintaining optimal productivity.
Planning for Extended Breaks
Trust and communication within the team are crucial, from meticulous planning and preparation to setting clear expectations and implementing effective systems.
Prioritizing well-being is not just a personal responsibility but strategically imperative for sustained leadership success. This episode serves as a guidepost, urging leaders to navigate the nuanced landscape of breaks and, in doing so, fortify their businesses and personal well-being.
How and Why to Take a Break From Your Business Time Stamps* (00:50) – About Gwen and her industry background * (01:59) – What does it mean to “take a break from your business?” * (03:37) – Why is it important for leaders to take a break? What are the positive impacts (personally and for the business)? * (08:42) – Do most contractors do this? * (10:56) – What do you tell someone who says they are a “workaholic?” * (17:09) – Are there ways that leaders can carve out little breaks during the work week? * (21:08) – What needs to be put in place to allow leaders to have more free time? * (24:10) – Final thoughts
About Gwen CampbellGwen Campbell boasts a 15-year career in HVAC, excelling in various roles from sales and marketing to service management and accounting systems. Rising through the ranks, she introduced innovative sales strategies that significantly boosted profitability and morale. Gwen’s dedication to building a sales culture and client trust has been a cornerstone of her successful career, which fuels her passion for sales planning, building processes, tracking the numbers, the ritual of the sales process, and winning referrals.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post How and Why to Take a Break From Your Business first appeared on BDR and is written by Erin Kunz.
BDR
How Reframing Your Mindset Can Lead to Greater Success
In this episode of Prime Resources Podcast, BDR Head Coach Sean Schmidt delves into the transformative power of reframing one’s mindset. What does it mean to reframe your mindset? What are the tools or methods that can help others use this process? How do we avoid falling back into old mindsets?
Understanding Mindset
Mindset encompasses the set of beliefs, attitudes, and assumptions that influence how individuals perceive and respond to the world around them. It is the lens through which we interpret challenges, setbacks, and opportunities, ultimately shaping our behaviors and decisions.
Reframing Your Mindset – Unveiling the Concept
To “reframe your mindset” means deliberately changing your perspective or mental framework. It involves challenging and altering existing beliefs and thought patterns, fostering a more positive, growth-oriented approach. This intentional shift opens doors to new possibilities, empowering individuals to overcome obstacles and achieve previously unforeseen success.
The Imperative Need for Reframing
Why is reframing essential? An outdated or limiting mindset can hinder personal and professional growth, limiting one’s ability to navigate challenges and seize opportunities. Reframing the mindset is not just beneficial; it is imperative for unlocking untapped potential.
Getting Started Personally – Practical Tips
For those ready to embark on the journey of personal mindset reframing, setting clear goals, practicing mindfulness, and seeking continuous learning are highlighted as effective strategies. These actionable steps empower individuals to initiate and sustain the process of mental transformation.
Taking Others Along
Successfully reframing mindset isn’t solely an individual endeavor; it involves leading others through the change. In this episode, we explore reframing the mindset of technicians from a purely technical focus to a customer-centric approach is necessary. Strategies for effective communication, training, and providing tangible benefits are discussed to facilitate a smooth transition.
Avoiding Relapse into Old Mindsets – Sustaining Change
Consistent self-reflection, accountability mechanisms, and fostering a culture of continuous improvement are just some ways to ensure that positive changes endure over time.
By understanding the intricacies of mindset, embracing the need for change, and navigating the challenges with resilience, individuals can embark on a transformative journey toward lasting success. Join us as we explore the nuances of changing one’s mindset and its profound impact on achieving greater success.
How Reframing Your Mindset Can Lead to Greater Success Time Stamps* (01:16) – About Sean and his industry background * (02:41) – What are we referring to when we say mindset (ex. outlook, attitude, mentality) * (09:00) – What does it mean to “reframe your mindset?” * (14:18) – What are the challenges to reframing your mindset? * (20:50) – What are the tools or methods that can help others use this process? * (25:11) – How do we avoid falling back into old mindsets? * (30:21) – Final thoughts
About Sean SchmidtFollowing an exceptional multi-decade HVAC career, Sean Schmidt has held various management and leadership roles in HVAC & plumbing wholesale distribution. His expertise in designing and implementing unique operational systems to support new business methodologies, developing processes and procedures, streamlining communication, and reducing callbacks have helped many clients find more profit and growth.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post How Reframing Your Mindset Can Lead to Greater Success first appeared on BDR and is written by Erin Kunz.
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.
BDR
Launching a Shared Services Model for Your Company
In this episode of the Prime Resources podcast, BDR Lead Head Coach John Michel dives into the intricacies of launching a shared services model in your company. We’ll explore the concept of a shared services model, shedding light on its meaning and the numerous benefits it can bring to your organization.
What exactly is a shared services model? We’ll demystify this term, breaking down what it entails, and navigate through the landscape of the benefits of embracing a shared services model.
John also shares how this model can revolutionize the way your company operates. Considering the decision to expand into shared services is a pivotal step, and we address key considerations before taking this leap. We explore readiness indicators and when a company should apply the shared services model.
Our conversation goes deeper into the practicalities of implementation – from the importance of having a solid business plan to developing expertise in a new service area.
No journey is without its challenges, and we identify the pitfalls to avoid when adopting a shared services model. By drawing on industry insights and experiences, we offer guidance on mitigating risks and optimizing the advantages of this transformative business approach.
Join us on the Prime Resources podcast as we navigate the complexities of launching a shared services model and provide an overview for businesses aiming to enhance efficiency, reduce costs, and drive sustainable growth.
Launching a Shared Services Model for Your Company Time Stamps* (01:07) – What do we mean when we say a shared services model? * (03:20) – What are the benefits of a shared services model? * (05:45) – At what point does a company start thinking about applying the shared services model? * (08:52) – Should a business plan be in place before expanding your company? * (13:20) – What pitfalls need to be avoided? * (16:31) – Final thoughts
About John MichelJohn Michel built a highly successful career in the HVAC, Energy Services, Plumbing, and related contracting fields, with extensive experience in both the Residential and Commercial markets. In all of John’s roles, he was heavily involved in developing corporate organizational structure, including people, processes, and other resources necessary to drive personal and company success. He understands the relationship between sales growth and the organizational structure required to effectively support and manage growth… while maximizing profitability.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Launching a Shared Services Model for Your Company first appeared on BDR and is written by Erin Kunz.
BDR
Learning to Nurture Leads to Harvest Great Opportunities
In this engaging episode of the Prime Resources podcast, BDR Service Coach & Trainer Catherine Bares discusses how to take advantage of great opportunities in your business through lead nurturing.
Catherine outlines why lead nurturing is so important for home service businesses, what the different types of leads are and how to track them, and nurturing strategies to make the most out of every opportunity. She also discusses how different departments and team members play a role in the lead nurturing process, along with the necessary tools and resources for effective lead nurturing.
In this critical podcast episode for HVAC business owners, sales managers, and service departments, you’ll gain insights into measuring the success of nurturing efforts and discover practical tips for embarking on the lead nurturing journey. Discover how better-nurtured leads can revolutionize your business’s growth and success through invaluable opportunities you might have otherwise missed.
For more information about the classes discussed in the podcast, go to:
Learning to Nurture Leads to Harvest Great Opportunities Time Stamps* (01:03) – What do we mean by lead nurturing? * (03:28) – How does buying disposition fit in with the different types of leads? * (07:09) – What impact can lead nurturing have? * (09:29) – What are the ways to nurture a lead? * (13:16) – Who in the company can nurture leads? * (17:30) – What tools, strategies, or resources should be developed to facilitate lead nurturing? * (24:15) – How do you measure success? * (25:58) – What’s the best way to get started? * (31:07) – Final thoughts
About Catherine BaresCatherine Bares has over two decades of HVAC experience, primarily focused on service operations and sales. She held numerous positions over the years, from a dispatcher to a service manager and working her way up to general manager. While service is her passion, Catherine has proven total-company operations knowledge and has demonstrated her ability to manage, coach, train, and inspire.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Learning to Nurture Leads to Harvest Great Opportunities first appeared on BDR and is written by Erin Kunz.
BDR
Podcast: Becoming a Labor Management Tyrannosaurus rex
Labor management holds great significance as it directly influences project efficiency, productivity, and profitability.
In this episode of Prime Resources Podcast, BDR Head Coach and Trainer Shaun Weiss delves into the importance of labor management and how it impacts contractors.
Overcoming challenges and implementing effective strategies can lead to improved timelines, cost reduction, client satisfaction, and increased profitability. Involving the team in decision-making, clearly communicating benefits, and fostering a culture of accountability and recognition can help contractors gain team buy-in and successfully execute labor-management initiatives.
Interested in elevating your team’s morale, retention, revenue growth, and more? Discover best practices shared by industry leaders and reserve your spot in BDR’s Labor Management for Retail Installations training workshop!
Podcast Time Stamps* (00:58) – About Shaun’s labor management background * (02:27) – Why is labor management so important? * (04:26) – What does it mean to be a labor management Tyrannosaurus Rex? * (08:09) – Is labor management a strong point or a weak point for most contractors, and why? * (11:38) – What are the challenges related to labor management? * (17:50) – What positive results can be seen through great labor management? * (24:51) – What can be done before, during, and after the job to improve labor management * (32:50) – What should contractors start with? * (34:48) – How do contractors get their team to buy-in? * (37:27) – Final thoughts
About Shaun WeissShaun Weiss has nearly 20 years of experience in the HVAC and Plumbing industry, spanning several operational, management, and sales roles. He has successfully managed staff sizes of 40 employees and more, turned failing, unprofitable departments into profit centers, grown profitable business relationships, and created a sales and customer-service culture.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Podcast: Becoming a Labor Management Tyrannosaurus rex first appeared on BDR and is written by Erin Kunz.
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.
BDR
How to Organize a Team-Building Event
Discover how events create opportunities for team members to personally connect and build trust, leading to a more cohesive and productive work environment. Gain insights into the key elements for organizing successful team-building events, including proper planning, involving diverse stakeholders, effective budgeting, venue selection, and implementing a well-structured plan. Enhance your company's relationships, communication, morale, and teamwork through the power of team-building events.
The post How to Organize a Team-Building Event first appeared on BDR and is written by Erin Kunz.
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.
BDR
What AI Can & Can’t Do For Contractors Today
How can you use AI resources right now? What tools and services powered by AI might be available in the future? If you don’t know much about AI, listen to learn best practices to apply as you investigate Chat GPT and other new AI-based tools. If you’re already crafting detailed prompts for generative AI, listen to learn pitfalls to avoid and for new ideas on how the home services industry may be impacted going forward.
The post What AI Can & Can’t Do For Contractors Today first appeared on BDR and is written by Erin Kunz.
BDR
Surviving and Thriving in a Family Business
Learn how to prioritize communication, establish transparent structures, implement well-defined policies and procedures, embrace professional management, and create a solid plan for succession and continuity with BDR Head Coach Jay Crowe.
The post Surviving and Thriving in a Family Business first appeared on BDR and is written by Erin Kunz.
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.
BDR
How to Write a Better Hiring Ad
Are your job ads getting enough attention? In this episode of BDR’s Prime Resources podcast, Head Coach Josh Taylor discusses the importance of writing effective hiring ads to attract and recruit top talent for contractors. He highlights common ad mistakes and provides tips for getting into the right mindset for writing and posting successful ads
Discover the best time and place to post ads, appropriate response times for applications, and other strategies for spreading the word about job openings in your business!
Time Stamps* (01:16) – About Josh and his industry background * (02:40) – What role do hiring ads play in the process of attracting and recruiting employees? * (05:38) – What are some common mistakes that contractors make with their ads? * (09:35) – Where and when should hiring ads be posted? * (11:50) – How do we get in the correct head space to write and post hiring ads * (19:42) – What is an appropriate response time once you receive an application? * (22:08) – What else can companies do to get the word out about their job openings? * (27:31) – Final thoughts
About Josh TaylorJosh Taylor’s two-decade-long career has leveraged his education in process and financial performance analytics to drive considerable efficiency improvements and focused upselling techniques. His expertise helped his clients generate a significant portfolio of financial success and personal freedom
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post How to Write a Better Hiring Ad first appeared on BDR and is written by Erin Kunz.
BDR
How to Make a Great Exit From Your Business
In this episode of the Prime Resources Podcast, BDR’s Head Coach, Ronda Chaney, talks through what it means to make a great exit in your business, important factors in the process, and what contractors should start doing now to prepare for their eventual exit.
Whether you’re gearing up for a sale now or still have decades ahead in your company, listen as we dig into the resources available to you in preparing to make a great exit from your business!
Check out BDR’s Company Value Builder!
Time Stamps* (00:57) What does it mean to make a great exit from your business? * (03:09) QUIZ: What does EBITDA mean? * (07:06) How do most contractors exit their business? * (08:33) What is the biggest surprise to most contractors once they start thinking about exiting? * (12:33) What two factors are highly crucial to the exit process? * (19:33) How far in advance of exiting should contractors start their preparations? * (21:30) What resources are available to help contractors through this process? * (22:43) Final Thoughts
About Ronda ChaneyRonda Chaney’s HVAC experience spans over a decade in administration, sales, customer service, and departmental and division-level management roles. Interlacing her people skills and mission to help her clients develop and grow, she credits their success as a direct driver for her success.
Ronda has been through a lot of training over the years in human psychology, leadership, and counseling skills. She says that her mission, which far precedes her HVAC career, was and continues to be to “have a positive impact on people.”
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post How to Make a Great Exit From Your Business first appeared on BDR and is written by Erin Kunz.
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.
BDR
Clearing Your Head Trash
In this episode of the Prime Resources Podcast, BDR’s Lead Head Coach and Trainer, John Michel, discusses what head trash is, the tools you need to identify it, figuring out your triggers, and ways you can stop it.
How can you challenge yourself and your thought processes in a positive way to get through and clear out your head trash? Listen and find out!
Clearing Your Head Trash Time Stamps (00:57) – What is head trash? * (03:28) – Where does head trash come from? * (05:22) – Is that real or is it head trash? * (10:49) – How does it hold us back? * (12:53) – How does our head trash hold back others we interact with? * (15:46) – How do we clear our head trash aka taking out the trash*? * (21:11) – How often do we need to take out the trash? * (23:26) – Final thoughts
About John MichelJohn Michel built a highly successful career in the HVAC, Energy Services, Plumbing, and related contracting fields with extensive experience in both the Residential and Commercial markets. In all of John’s roles, he was heavily involved in developing corporate organizational structure including people, processes, and other resources necessary to drive personal and company success. He understands the relationship between sales growth and the organizational structure required to effectively support and manage growth… while maximizing profitability.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Clearing Your Head Trash first appeared on BDR and is written by Erin Kunz.
BDR
Making the First Minutes of a Sales Appointment Count
In this episode of the Prime Resources Podcast, BDR’s Head Coach and Trainer, Shaun Weiss, breaks down when the first five minutes of your sales call begins, how to approach and build a rapport with the customer, and the specific things you can do to make your appointment successful.
Are you taking all the correct steps? Listen to find out!
Making the First Minutes of a Sales Appointment Count Time Stamps* (01:45) – When do the first five minutes begin? * (03:22) – What should happen in those first five minutes? * (09:47) – How do we build a relationship in those first moments? * (13:37) – What are some specific things we can do to help build trust? * (20:00) – What happens next? * (24:44) – What things can a salesperson do to be better in those first five minutes? * (26:50) – Final thoughts
About Shaun WeissShaun Weiss has over 19 years of experience in the HVAC and Plumbing industry spanning several operational, management, and sales roles, with a concentration in Service Management & Service Operations. He has built and grown service, installation, and sales teams from scratch and has improved operational performance in Service, Installation, and Plumbing operations for each company he has worked for.
Shaun is a natural at business development and has transformed “independent-minded” departments into cohesive interdepartmental partnerships by implementing mutually-beneficial efficiency-focused processes that improved company-wide morale, the customer experience, and bottom-line profitability. He has 11 years of experience in business coaching from the client’s perspective so he’s very knowledgeable about BDR business management practices & BDR’s industry-specific financial performance analytics.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Making the First Minutes of a Sales Appointment Count first appeared on BDR and is written by Erin Kunz.
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.
BDR
Building a Business Foundation with Your Mission, Vision, and Values
In this episode of the Prime Resources Podcast, BDR’s Head Coach, Ronda Chaney, shares her expertise and guidance on establishing, communicating, and maintaining your company’s mission, vision, and values.
Does your company have a mission and vision? What about values? Why are these important to a new, growing, or well-established company? Discover if your company has everything it needs to communicate its goals to its team members and customers.
Building a Business Foundation with Your Mission, Vision, and Values Time Stamps* (01:01) – About Ronda and her industry background * (01:46) – What are a company’s mission, vision, and values? * (02:29) – QUIZ: Which company do this vision and mission belong to? * (04:26) – Why is it important for a company to have a mission, vision, and values? * (10:27) – How and when do we create a mission, vision, and values? * (13:41) – Who within a company needs to know the mission, vision, and values? * (16:11) – What do we share with external individuals, clients, or customers? * (17:09) – Revenue Goals: Do we include them? * (18:02) – QUIZ: Which company do this vision and mission belong to? * (20:04) – Are they set in stone or do they evolve? * (21:02) – When’s a good time to review the company’s mission, vision, and values? * (21:41) – How do I create these if my company doesn’t have them? * (23:46) – Breaking it down * (24:41) – Brainstorming terms and words to build a refined mission, vision, and values * (25:51) – Final thoughts
About Ronda ChaneyRonda Chaney’s HVAC experience spans over a decade in administration, sales, customer service, and departmental and division-level management roles. Interlacing her people skills and mission to help her clients develop and grow, she credits their success as a direct driver for her success.
Ronda has been through a lot of training over the years in human psychology, leadership, and counseling skills. She says that her mission, which far precedes her HVAC career, was and continues to be to “have a positive impact on people.”
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Building a Business Foundation with Your Mission, Vision, and Values first appeared on BDR and is written by Erin Kunz.
BDR
Protecting Your Small Business From Cyber Attacks
In this episode of the Prime Resources Podcast, BDR’s Logistics & Operations Support Manager, Mark T., explains what cybersecurity is and how to protect yourself from cyber-attacks.
Whether you are taking all the precautions at home or in your business, there is always a weak link. Discover what it could be and what appropriate steps you can take to defend yourself and your business.
Protecting Your Small Business From Cyber Attacks Time Stamps* (01:07) – About Mark and his cybersecurity expertise * (02:35) – What is cybersecurity? * (05:12) – Why should small businesses be worried? * (07:14) – Are small businesses becoming a target? * (09:32) – What are specific cyber attacks that small businesses should be aware of? * (11:59) – Did you really win the lottery in Nigeria? * (13:58) – How can a business protect itself? * (16:28) – What are phishing and other types of attacks? * (19:06) – You’re only as strong as your weakest link * (20:54) – How do we educate our team? * (25:42) – Does cyber insurance coverage exist? * (28:23) – Cybersecurity resources * (30:07) – Final thoughts
Resources For Protecting You and Your Business* Federal Trade Commission * Federal Communications Commission * National Institute of Standards and Technology
About Mark T.Mark is BDR’s Logistics & Operations Support Manager, focusing on operations and strengthening BDR’s cyber securities program. After graduating from the University of Washington in 2005, he pursued various management positions in different industries, such as risk management, recycling, private health care, and tech. During his time in the tech industry, Mark’s work with tech giants like Unity, Stripe, Lyft, and Qualtrics led him to pursue a degree in cyber security at Purdue University Global.
About the Prime Resources PodcastBDR’s Prime Resources Podcast is dedicated to providing you with the knowledge you need to help your business achieve Prime results – with Prime being the most flourishing stage or state.
Listen to more episodes of the Prime Resources Podcast HERE
You can also listen to all episodes of the Prime Resources Podcast on Spotify
The post Protecting Your Small Business From Cyber Attacks first appeared on BDR and is written by Erin Kunz.
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.
BDR
Developing Your Company’s Social Media Presence
In this episode of the Prime Resources Podcast, BDR's Senior Marketing Communications Specialist, Tyler Gunhus, tackles the subject of how to develop or enhance your company's social media presence.
The post Developing Your Company’s Social Media Presence first appeared on BDR and is written by Erin Kunz.
BDR
Offering Accessory Products and Services in Plumbing
In this episode of the Prime Resources Podcast, BDR Lead Head Coach and Trainer John Michel shares the power of accessories to drive profitability, enhance the customer experience, and increase worker pay in residential plumbing.
The post Offering Accessory Products and Services in Plumbing first appeared on BDR and is written by Erin Kunz.
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.
BDR
Fine-tuning Your Month-end Process for Financials
In this episode of the Prime Resources Podcast, BDR Lead Financial Coach Adriane Woodrum explains how to build a consistent month-end process for financials that ensures accurate and timely financial reporting.
The post Fine-tuning Your Month-end Process for Financials first appeared on BDR and is written by Erin Kunz.
BDR
How to Improve Employee Retention
In this episode of the Prime Resources Podcast, BDR Head Coach and Trainer Chris Koch discusses ways companies can improve their employee retention.
The post How to Improve Employee Retention first appeared on BDR and is written by Tyler Gunhus (BDR).
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).
BDR
How to Make the Most of Your Business Plan
In this episode of the Prime Resources Podcast, BDR Lead Head Coach and Trainer Jeff Plant provides strategies to maximize the results from your business plan through periodic reviews and updates.
The post How to Make the Most of Your Business Plan first appeared on BDR and is written by Tyler Gunhus (BDR).
BDR
How to Think Like a CFO
In this episode of the Prime Resources Podcast, BDR Financial Coach Brittany Baimbridge shares how you can fine-tune your financial and management reports and utilize them as strategic, decision-making tools.
The post How to Think Like a CFO first appeared on BDR and is written by Tyler Gunhus (BDR).
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 .
BDR
Self-Leadership and Goal Setting
In this episode of the Prime Resources Podcast, BDR head coach Paul Grizzle shares how to practice self-leadership and goal setting.
The post Self-Leadership and Goal Setting first appeared on BDR and is written by .