Join host Jennifer Bagley alongside Chuck & Dana Staszkiewicz, Craig Wendel, Crystal Williams, Lindsey Beckstrom, and Paul Childers — six industry experts covering every cogwheel of your trades business — for a 3-day war room style workshop designed to find the holes, fix the gaps, and build your real plan to climb to $10M and beyond.

This is NOT another conference. No PowerPoints. No stages. Just hands-on, in-the-weeds work on YOUR business.

📍 REGISTER NOW → https://climbtoriches.ciwebgroup.com/ 📅 May 5-7 | Houston, Texas | Limited Seats

🛠️ WHAT HAPPENS AT THIS EVENT:

• Hot seat sessions where experts dig into YOUR specific business problems
• VIP Day with M&A advisor Craig Wendel (VIP day only — don't miss it)
• Hands-on war room workshops — you leave with your actual plan built
• Branding & digital strategy deep dives with Crystal Williams
• HR, recruiting & onboarding breakthroughs with Lindsey Beckstrom
• Capital, credit & lending clarity with Paul Childers
• M&A, deal structure & exit strategy with Craig Wendel
• Business operations & growth strategy with Chuck & Dana Staszkiewicz
• A 356-data-point entity platform — released for the FIRST TIME at this event
• Optional hog hunt on Day 3 for networking and adventure
• Small intimate setting — real conversations, real results

💡 WHO THIS IS FOR:
✅ Trades business owners doing $500K–$50M+ in revenue
✅ HVAC, plumbing, electrical, roofing, pest control & more
✅ Owners who are stuck in the day-to-day and can't break through
✅ Anyone who wants to sell, scale, or future-proof their business
✅ One ticket = 3 people can attend (bring your GM or manager!)

⚠️ TOP PROBLEMS WE SOLVE AT THIS EVENT:

• Cash flow & budgeting issues
• Owner dependency & key man risk
• Recruiting & hiring in today's market
• Predatory lending & bad deal structures
• Branding & marketing that actually moves the needle
• SOPs, KPIs & financial visibility
• Exit planning & M&A preparation
• Not knowing what you don't know

🎯 WHAT MAKES THIS DIFFERENT: Most conferences leave you with a notebook full of ideas you never use. This event leaves you with a plan you built yourself, surrounded by experts who helped you build it. Small pockets. Real conversations. Actual application.

"Walk in stuck. Leave climbing to $10M+"

📲 CONNECT WITH OUR EXPERTS:
🔹 Jennifer Bagley
🔹 Chuck & Dana Staszkiewicz
🔹 Craig Wendel
🔹 Crystal Williams
🔹 Lindsey Beckstrom
🔹 Paul Childers

📌 REGISTER BEFORE SEATS CLOSE → https://climbtoriches.ciwebgroup.com/

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

You’ll hear how the agenda flows like a business supply chain—connecting marketing, sales, operations, HR, and finance—so you leave with clarity, content assets, and a plan your team can execute immediately. They dig into identity work for CEOs, adventure-based learning that cements lessons, and practical frameworks for maximizing any event before, during, and after you attend.

If you lead a home service company and want results you can measure—not just motivation—this episode is your roadmap. 

Seats are capped for maximum access and accountability. Bring your leadership team and leave with a plan, content assets, and systems you can execute immediately. Register now at climbtoriches.ciwebgroup.com

Timestamps:
00:00 - Introduction and catch-up

01:32 - Rethinking events: fixing what’s broken

02:52 - Small groups, big impact

04:23 - The expert lineup and session themes

07:22 - VIP Day and identity shifting

08:43 - Adventure learning in the field

12:47 - Bring your leaders, multiply results

15:07 - Strategic flow: supply chain logic for growth

16:40 - War-room style, real conversations

18:18 - Leave with marketing assets

20:13 - How to maximize any event

24:45 - High-Leverage Actions (HLA)

28:06 - Cross-industry insights

32:33 - The promise of Climb to $10M

33:07 - VIP ticket giveaway

35:35 - 2024 growth mindset.

40:18 - Event details and registration

Guest:
Chuck Staszkiewicz
Founder, The Opus & Golds Group
A serial entrepreneur with deep home service operations experience, Chuck focuses on practical systems and implementation that break plateaus and drive scale.

Host:
Jennifer Bagley
Founder & CEO, CI Web Group; Featured Speaker at Climb to $10M
A leading strategist on AI, marketing, and scale, Jennifer helps home service businesses implement systems, content, and tech for measurable growth.

Relevant Links:

• Register for Climb to $10M (May 5-7): https://climbtoriches.ciwebgroup.com
• CI Web Group: https://www.ciwebgroup.com
• Find Chuck Staszkiewicz on Facebook for VIP ticket giveaway

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

They discuss why the "old-school" basics—like answering the phone and having branded trucks—matter more than ever in an automated world. You will learn how to identify which AI tools actually increase your profit margins, how to hire a team that embraces technology, and why your leadership style is the one thing that can't be replaced by a bot.

What You’ll Learn

• The Revenue Filter: Why you should only use AI for tasks that directly increase sales or gross margins.
• The 3-Tier Growth Path: Why a small shop shouldn’t try to use the same automation as a $50M company.
• Hiring for the Future: A simple "Laptop Test" to make sure your next hire can actually use technology to save you time.
• Beating "Price Shopping": How to use ChatGPT in the house with the customer to upsell maintenance agreements and air purification.
• The Leadership Gap: Why delegating AI is smart, but "abdicating" (ignoring it and hoping someone else handles it) will kill your business.

Timestamps

• 00:00 – Jennifer’s experience: Moving from a 320-person team to a 47-person AI-first company.
• 04:10 – Cameron’s background: Scaling residential painting and junk removal to billion-dollar levels.
• 08:27 – The Danger Zone: Why moving too slow—or too fast—with AI can hurt your business.
• 11:00 – The Interview Secret: How to see if a candidate is actually tech-savvy in 5 minutes.
• 18:44 – Customer Savvy: How to stop clients from using AI to talk you down on price.
• 21:20 – Bronze, Silver, Gold: A realistic roadmap for contractor technology.
• 33:16 – Easy Wins: Automating Google reviews to win more local jobs.
• 40:03 – Performance Reviews: Using AI agents to give your team unbiased feedback.
• 51:14 – Soft Skills: Why being a good boss is still your most valuable skill.
• 56:38 – The Big Picture: Taking care of your people and your customers first.

About Cameron Herold

Cameron Herold is a world-renowned business coach and the founder of the COO Alliance. He specializes in helping "second-in-command" executives run the day-to-day operations of high-growth companies. He has authored seven business books and has a deep history in the home services industry.

• Free AI Mentor: AskCameron.ai
• Website: CameronHerold.com
• Training: InvestInYourLeaders.com

Next Steps

1. Organize Your Tech: Visit Cameron’s websites and bookmark them for your next leadership meeting.
2. Review Your Reviews: If you aren't using an automated system to get Google reviews, make that your priority this week.
3. Subscribe: Follow Catalyst for the Trades on your favorite podcast app for more interviews with industry experts.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Builder Market’s Founder Brett Taylor and Co-Founder Louis Vierra come from the trades. They built an AI-first platform that keeps things simple: a free listing that customers can trust, pro-to-pro networking, a built-in CRM and pricebook, financing, and access to exclusive leads. You choose your zip codes and categories. You pay only for the real leads delivered. You get support when you set it up.

Pair that with speed-to-lead automation and AI-first websites and content and you’ve got a system that responds in seconds, shows proof the customer can see, and builds visibility in both search and AI assistants. Less noise. More booked jobs.

Timestamps

00:00 – Why the old model hurts contractors  

01:16 – Brett and Louis: from jobsite to software  

06:07 – What’s broken with Angie/Yelp and fragmented tech  

10:24 – What Builder Market actually does (in plain English)  

14:19 – Pricebooks, templates, and financing that don’t slow you down  

15:23 – Find subs and GCs fast; work together in channels  

17:16 – Claim your listing; setup in minutes; live help  

20:21 – Consumer tools: AI planning, renderings, DIY guidance, product recs  

22:04 – Becoming a trusted data source for AI assistants  

25:50 – How exclusive vs. shared leads work; real-time auctions  

28:36 – Speed-to-lead: reply in under 5 minutes (or in seconds with AI)  

32:30 – Training and the Hydra ecosystem: content, agents, automation  

36:09 – Third‑party validation + AI content = more visibility  

40:04 – Why AI‑first beats legacy SaaS  

42:00 – Using AI instead of adding office headcount  

43:21 – Value-first approach and open feedback  

44:44 – Costs: free to join; category-based lead pricing  

47:19 – Disputes and refunds that respect pros  

48:27 – 641,000+ pages indexed; tight geo coverage  

50:07 – Brand mentions and content built with partners  

53:29 – Final steps: claim, configure, connect

Guest Details

- Louis Vierra, Co‑Founder, Builder Market — Veteran GC; patents in construction project management; built Struxure, the engine behind Builder Market.  

- Brett Taylor, Founder, Builder Market — Entrepreneur focused on fair, open pro-homeowner communication and smarter lead distribution.

Relevant Links 

- The Builder Market  

- Just Start AI  

- Catalyst for the Trades Podcast  

- OnePath AI  

- Hydra (CI Web Group)  

- Pulse (CI Web Group)  

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

You’ll hear real stories of growth from women-led businesses in HVAC, plumbing, and septic services. The conversation dives into hard-won lessons on failed marketing investments, the leap from WordPress to Webflow, and how embracing AI content, dashboards, and automation turned their marketing from a liability into a lead machine.

These women get candid about tech transitions, brand control, data-driven decisions, and how being first to adopt AI-powered web platforms gave them a 12-month head start on their competition. 

Timestamps:
00:00 – Meet the Guests: Women Redefining the Home Services Industry
01:20 – Business Beginnings: Legacy, Pivots & Pandemic Launches
09:42 – Marketing Lessons: Tracking ROI, Attribution, and Broken Promises
20:28 – Why They Left WordPress: Moving to AI-Driven Web Platforms
29:33 – The 120-Day Ramp: Planning for Momentum and SEO Visibility
32:24 – AI vs. Human Marketing: Dashboards, Control & Training Smart Agents
35:00 – Trial and Error: Teaching AI, Managing Risk, and Staying Agile
40:33 – Content Repurposing at Scale: Blogs, Social Media & Link Building
45:00 – Brand Control: Managing Digital Assets and Image Guidelines
50:13 – Future-Focused: Compliance Automation and Smarter Processes
57:40 – Final Thoughts: Leadership, Feedback, and Scaling Together

Guest Details:

Courtney Van Delden Supplee
Co-owner, Van Delden Wastewater Systems
Fourth-generation owner of a septic services company in San Antonio, Courtney modernized a legacy business through AI-driven marketing, CRM tech, and deep customer trust.

Amanda Casteel
Co-owner, Cherry Blossom Plumbing
Launched during the pandemic, Amanda helped scale Cherry Blossom Plumbing with smart digital strategies, strong client relationships, and a relentless focus on tech and transparency.

Stephanie Allen
CEO, AirWorks Solutions
HVAC and plumbing leader from Alabama, Stephanie blends law and business acumen with grassroots and AI-based marketing to run a fast-growing, family-focused service brand.

Relevant Links:

• Van Delden Wastewater Systems
• Cherry Blossom Plumbing
• AirWorks Solutions
• CI Web Group
• Catalyst for the Trades Podcast

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

 This conversation is a masterclass in modern trades leadership, covering the importance of a high-quality brand, the power of building genuine customer relationships, and the transformative impact of AI on marketing and operations. Robert's story is a powerful reminder that with the right mindset, a willingness to learn, and a commitment to excellence, anyone in the trades can build a successful and future-proof business.

Key Topics & Timestamps
00:00 – Introductions: Meet Robert Leath and Vee Nettles
00:38 – The Leap of Faith: Robert's journey from employee to entrepreneur
03:25 – Funding the Dream: The risk and reward of self-funding
05:31 – Building a Premium Brand: Why high standards matter from day one
06:20 – Adapting to Technology: The evolution from traditional marketing to AI
29:00 – The Impact of AI: A flood of new leads from unexpected places
31:00 – The Power of Education: Why continuous learning is non-negotiable
44:00 – The Human Element: Why customer relationships are still king
01:22:00 – Final Advice: Why you just need to start

Guest Details
Guest: Robert Leath
Title: Founder & CEO
Robert Leath is a testament to the modern trades entrepreneur. After years in the HVAC industry, he took the bold step of starting his own company, building it on a foundation of high standards, exceptional customer service, and a forward-thinking approach to technology. His story is one of resilience, growth, and a relentless pursuit of excellence.

Guest: Vee Nettles
Title: Senior Account Executive
Vee Nettles is a key partner in Robert's success story. As a senior account executive at CI Web Group, she has helped guide Robert's business through the ever-changing landscape of digital marketing, from traditional websites to the new frontier of AI. Her expertise and dedication have been instrumental in helping Robert's business thrive.

Relevant Links

• AirPoint Heating & Air Conditioning
• Catalyst for the Trades
• Just Start AI
• CI Web Group 

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of Catalyst for the Trades, host Jennifer Bagley sits down with Laura Kelly and Kathryn Elizabeth for a direct, no-filter conversation about leadership, self-respect, and showing up fully as a woman in business.

The discussion covers what it means to lead with honesty, even when it’s uncomfortable. Laura and Kathryn share real experiences with criticism, self-doubt, public speaking, and breaking outdated expectations—especially in male-dominated industries like HVAC, plumbing, and the trades.

You’ll hear practical insights on setting boundaries, navigating feedback, building confidence, serving others without losing yourself, and surrounding yourself with people who support your growth.

This episode is for women in business, female trades professionals, and leaders who want to build impact without pretending to be someone they’re not.

Key Topics Covered

• Authentic leadership in the trades
• Women in business and entrepreneurship
• Handling criticism and public visibility
• Self-respect, boundaries, and leadership mindset
• Overcoming self-doubt and fear
• Values-driven leadership
• Community, support systems, and personal growth

Timestamps

00:00 – Authenticity and speaking truth in business (Laura Kelly & Kathryn Elizabeth)
 03:00 – Handling criticism and swearing on stage
 04:40 – Why leadership often means breaking the rules
 05:04 – Self-respect and setting boundaries as a leader
 07:30 – Being “heart-less” without being heartless (Kathryn Elizabeth)
 10:44 – Authenticity, service, and leadership responsibility
 11:56 – Confronting self-doubt and doing hard things anyway
 13:00 – Behind the scenes of public speaking (Jennifer Bagley)
 14:46 – Why serving from the stage isn’t about you
 17:31 – Showing up for your audience—even if it’s one person
 18:46 – Values, behavior, and creating a rich life (Laura Kelly)
 22:08 – Progress over perfection and bouncing back
 23:11 – The power of community and support systems
 25:12 – Final thoughts: choose who you surround yourself with

Guest Details

Laura Kelly

Industry leader and speaker known for her direct approach to leadership, tough conversations, and personal growth. Laura helps business owners and leaders identify their core values and build fulfillment in both life and work.

Kathryn Elizabeth

CEO, business builder, and speaker focused on real-world leadership. Kathryn is known for her honest take on decision-making, team building, and consistency, and for empowering women in the trades to lead with confidence.

Host

Jennifer Bagley

Founder of CI Web Group and host of Catalyst for the Trades. Jennifer helps trades businesses grow through clear strategy, strong leadership, and authentic marketing.

Relevant Links

• Connect with Kathryn Elizabeth 
• Follow Laura Kelly
• Catalyst for the Trades
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Gregg combines 20+ years of Wall Street experience with deep knowledge of HVAC, plumbing, electrical, and roofing industries. He breaks down financial skills contractors need, the right time to sell, and common myths about industry multiples.

This episode also covers how AI will impact websites, marketing, and lead generation—plus what business owners can do now to stay competitive.

If you’re thinking about selling your contracting business or want to build a more valuable company, this conversation is packed with clear, actionable advice.

Key Topics & Timestamps

• 00:00 – Introduction: Meet Gregg and the story behind the episode.
• 02:48 – Career Path: From Wall Street to trades advisor.
• 07:24 – What SF&P Advisors Does: M&A and exit planning for contractors.
• 09:37 – Industry Multiples & Market Timing: When to sell your business.
• 13:03 – Building to Sell: What separates high-value companies.
• 17:15 – AI in Home Services: How tech is reshaping marketing.
• 26:13 – The Future of Websites: AI training data and agentic tools.
• 33:23 – New Business Models: Lead gen companies and tech-driven contractors.
• 35:13 – Marketing Mindset: Why every trades business needs a CMO.
• 36:44 – Cutting Through the Noise: Avoiding bad advice.
• 41:07 – Personal Moments: Golf, family, and friendship.
• 44:50 – When to Talk to Gregg: Preparing for valuation and due diligence.
• 47:18 – Fractional CFOs: Why they’re critical for scaling.
• 49:52 – Final Takeaways: Build relationships. Take action.

Guest Details

Guest: Gregg Schonhorn
Title: Senior Advisor, SF&P Advisors

Gregg Schonhorn has more than two decades of Wall Street experience and now helps HVAC, plumbing, electrical, and roofing companies plan and execute successful exits. As a senior advisor at SF&P Advisors—an M&A firm with over $3.7B in closed deals—he’s known for straightforward guidance, deep industry knowledge, and helping contractors make smart, strategic decisions about selling, scaling, or staying independent.

Relevant Links

• SF&P Advisors
• Connect with Gregg Schonhorn on Facebook
• Catalyst for the Trades Podcast
• The Opus & Golds Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this conversation, Jennifer Bagley, CEO of CI Web Group and co-founder of Just Start AI, sits down with Meaghan and Stephanie to break down:

• Why clean books are non-negotiable—and how to get there, even if you’re starting in a “spaghetti mess”
• The keys to successful ServiceTitan integrations (without breaking your accounting)
• Proactive business decisions using data, not just hope
• Practical ways to safeguard profits regardless of market conditions
• Real talk about industry trends, growth versus profit, and the power of collaboration

👉 If you’re a contractor or owner/operator wanting clear financials, smarter systems, and a community of support to help you win—this is a must-listen episode.

Timestamps

00:00 – Intro & Guest Intro: Meaghan Likes | Likes Accounting

04:05 – Cleaning Contractor Books: From “Worst Books Ever” to Clean Accounting

08:10 – ServiceTitan Integration Tips: Touchless Setup with QuickBooks

16:20 – Data-Driven Contractor Decisions: Growth, Profit & Trades Insights

25:12 – Leadership in the Trades: Team Building & Surviving Slowdowns

31:00 – AI & Automation in Contractor Accounting

39:07 – Key Takeaways 2024–2026: Contractor Profit & Growth Strategies

Meaghan Likes
Founder & CPA, Likes Accounting
Meaghan Likes is an award-winning CPA and founder of Likes Accounting, specializing in accounting for contractors and the trades. She is recognized for helping businesses move from chaos to clarity, leading the way in ServiceTitan integrations, and building data-driven tools that help owners make proactive, profitable decisions.

Stephanie Allen
Owner & Operator, AirWorks Solutions | Co-Founder, Just Start AI
Stephanie Allen has grown AirWorks Solutions into a leading HVAC company by focusing on top-tier systems and people. As co-founder of Just Start AI, she champions collaboration and technology to support contractors with practical financial strategies, strong operations, and clear paths to growth.

Relevant Links:

• Likes Accounting
• Box for the Trades 
• AirWorks Solutions
• ServiceTitan
• Catalyst for the Trades
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Remy breaks down his partnership journey with Max, why they bet on AI voice and agentic technology, and how their tools help businesses outperform competitors in a future where AI agents do the booking, research, and heavy lifting.

From helping a major political campaign harness AI outbound calling to building scalable, performance-based solutions for clients, Remy reveals exactly where agencies and trades businesses need to adapt—and what happens to those who don’t. If you want to know what “agentic optimization” really means, or how to future-proof your company against the rapid pace of change, don’t miss this episode.

Ideal for agency owners, marketers, tech-savvy trades professionals, and any entrepreneur ready to embrace the next wave of AI-driven business.

Timestamps: 

00:00 — Introduction & Welcoming Remy Skerjanz
01:09 — Remy’s Early Entrepreneurial Journey & Meeting Max
05:18 — Building a Partnership: Philosophy & Contracts
06:27 — Turning Down a Big Money Offer to Build Their Own Path
07:06 — AI Success in Politics: Kennedy Campaign Story
09:31 — The AI Shift: When Everything Changed
10:05 — Impact of AI on Google Search and Digital Marketing
11:09 — AI Agents & the Agentic-Ready Future
12:21 — Humans vs. AI Agents: Where Businesses Struggle
13:48 — AI for Customer Support: The Case for Real Impact
16:20 — What Agentic Optimization Means for Businesses
18:43 — How Sales Blaster AI Scales & Stays Ahead of Change
22:21 — Outbound AI, Platform Agnosticism, and Performance-Based Approaches
24:23 — Jennifer’s Support & The Importance of Young Innovators
27:15 — Can You Trust AI? Guardrails, Hallucinations, and Best Practices
31:56 — Training AI vs. Training Humans
32:24 — Remy’s Framework: Purpose-Driven, Modular AI Architecture
34:04 — Human in the Loop: When to Rely on People
35:44 — Architecting Systems & Staying Agentic-Ready
37:22 — Shared Memory, Multiple Agents & What’s Next in AI Tools
39:34 — What’s Coming Next: SaaS and Opportunities with Sales Blaster AI
42:07 — Building a Podcast Fast: Lessons in Modern Content Marketing
43:05 — Final Thoughts & Advice for Trades and Agencies

Guest Details:

Remy Skerjanz
Title: Co-founder of Sales Blaster AI
Background: Remy is a serial entrepreneur and innovator in the agentic AI and outbound automation space. After a start in commercial real estate and a stint providing pre-foreclosure data—and teaching himself digital marketing—he partnered with Max, a government tech team alumnus, to build scalable AI tools. Together, they developed voice and outbound agents, scored political campaign wins, and committed to helping businesses become agentic-ready. Remy is also the co-host of The Autonomous Growth Show and an advocate for performance-driven, high-leverage AI adoption.

Relevant Links:

• Sales Blaster AI
• The Autonomous Growth Show Podcast
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Courtney shares how switching to CI Web Group’s AI-enabled website platform and adopting tools like Manus AI and Cortex helped modernize operations, boost SEO, and streamline team workflows. She opens up about transforming company culture, making bold technology decisions, and using AI to manage everything from social media to work orders.

If you’re a home service business owner, septic contractor, or trades professional, this episode will show you how to future-proof your business with AI optimization, smart automation, and digital transformation strategies built for the trades.

Timestamps 

01:00 – Intro: Meet Jennifer Bagley, Vee Nettles, and guest Courtney Van Delden Supplee

01:58 – Company History: Van Delden’s 88-year journey and Courtney’s path to ownership

03:42 – Leadership Challenges: Building a team-first culture and long-term career growth

05:17 – Partnering With CI Web Group: Why Van Delden upgraded to an AI-enabled website

07:26 – SEO Impact: Growth after migration and measurable results from digital upgrades

08:50 – Business Agility: How Courtney manages fast-paced decisions and tech adoption

15:06 – AI-Era SEO: Using customer language, blogs, and local keywords to drive calls

20:30 – AI Social Media Automation: Leveraging Manus AI and Cortex for marketing

28:02 – Workflow Optimization: Managing 40+ daily work orders with AI and automation

33:28 – Model Context Protocol: Building custom AI systems for back-office operations

39:44 – AI in Daily Ops: How automation drives performance, bonuses, and efficiency

41:05 – ChatGPT vs Multi-Agent Tools: The next phase of AI integrations for contractors

43:09 – AI Search Optimization: Why businesses must adapt beyond traditional Google search

47:32 – Final Takeaways: Courtney’s advice for trades owners—embrace AI and start now

Guest Details

Courtney Van Delden Supplee
Owner, Van Delden Wastewater Systems
Fourth-generation leader of an established Texas-based septic company. Courtney is redefining what it means to run a legacy business by embracing AI tools, automation, and data-driven marketing to enhance customer service, efficiency, and profitability.

Resources & Links

• Van Delden Wastewater Systems (vdwws.com)
• CI Web Group
• Catalyst for the Trades Podcast
• Just Start AI Community
• Manus AI

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Drawing on decades of experience buying, selling, and advising service businesses, Casey shares why owning digital assets matters more than ever, how to leverage content and community to attract customers, and the three must-have assets every HVAC, plumbing, and home service business needs to grow—or get acquired.

You’ll hear how modern marketing, automation, and AI are changing the game for contractors, and why visibility through your website, community, and YouTube channel is key to long-term success.

Packed with real-world examples, proven strategies, and actionable tech insights, this episode is a must-listen for anyone serious about scaling a trade business in 2025 and beyond.

Timestamps:
00:00 – Intro & Meet Casey Eberhart
 03:09 – Why Commanding Attention Grows Your Bottom Line
 04:44 – Getting Uncomfortable: Why Owners Must Show Up Online
 05:22 – M&A Insights: What Investors Look For
 06:38 – Case Study: Social Content That Actually Works
 09:00 – Outsourcing Smart: Get Your Team Creating Content
 10:06 – Brand Visibility + AI = Next-Level Marketing
 13:28 – Automate Reviews for Social Proof
 14:05 – Compounding Content Assets: The Power of YouTube & Google
 15:22 – Modern Marketing Baseline vs. Fax-Machine Tactics
 20:06 – The Trifecta: Website, Community, YouTube
 25:57 – Content Strategy: Targeted Videos for Any Audience
 28:39 – Hyperlocal Visibility: Interviewing Local Businesses
 34:27 – Building Real Relationships & Permanent Assets
 36:37 – The ROI of Content vs. Buying Leads
 41:26 – Community Resource: Just Start AI
 45:04 – Major in What You Own, Minor in What You Rent
 48:39 – Speed, Focus, and Execution
 52:04 – Closing Thoughts & Where to Connect

Guest Details:
Casey Eberhart
Title: Revenue Strategist

About: Casey Eberhart—also known as The Ideal Networker—is a speaker, business coach, and entrepreneur who helps leaders and sales professionals build profitable connections through strategic networking and follow-up systems. He runs workshops such as Networking Riches and Networking Next Level, and leads the Expand The Network community. With a background spanning industries from amusement parks to film production and real estate, Casey teaches practical methods for identifying the right relationships, creating influence, and turning conversations into business growth

Relevant Links:

• Just Start AI Community
• Catalyst for the Trades Podcast
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Seth shares his journey from the oil fields of Texas to leading AI integration, SEO innovation, and Webflow adoption at one of the most forward-thinking agencies in the trades. They break down how AI-driven search, intelligent automation, and strategic platform shifts are giving contractors a real competitive edge.

Listeners will learn why visibility is changing, how to adapt fast, and what performance-focused strategies are driving growth in the AI era.

What You’ll Learn

• How AI search is changing SEO for contractors
• Why moving from WordPress to Webflow boosted performance
• The impact of AI-driven content and real-time visibility reporting
• How trades businesses can lead—not follow—as AI search evolves

Timestamps

• 00:00 — Introduction
• 04:12 — The AI Shift in SEO
• 09:43 — Evolving with AI
• 12:29 — Strategic Shifts at CI Web Group
• 22:05 — The Move to Webflow
• 28:35 — Content at Scale
• 32:53 — Changing Demand vs. Changing Discovery
• 36:06 — AI Search Visibility Reporting
• 40:39 — Outcomes Over Outputs
• 44:33 — Final Takeaways

Guest: Seth Humble

• Title: Director of Product & Production at CI Web Group
• Background: 20+ years of writing and over a decade in SEO. Seth has led AI-powered production innovation, platform migration to Webflow, and next-gen visibility reporting for home service and contractor businesses.

Resources & Links

• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

From common marketing mistakes—like “buckshotting” Facebook—to actionable strategies for brand building and operational excellence, Crystal tells it straight. You’ll learn why strategy trumps tactics, what separates contractors who actually grow from those who stall out, and how embracing innovation (think: AI, automation, and new branding trends) can unlock your next level of success.

Whether you’re a small shop ready to scale or a multi-million dollar organization stuck in neutral, this episode delivers real-world advice that will help you own your market and move your business forward.

Timestamps:

00:00 - Introduction & Why Crystal Williams is a Standout in the Trades
01:33 - Crystal’s Journey: From Contractor’s Kid to Lemon Seed Founder
03:13 - Why Most Marketing Fails: Lack of Strategy & “Buckshot” Tactics
04:56 - The Vendor Dilemma: Social Media Myths & the Power of Owning Your Strategy
05:38 - Accountability: Why Some Contractors Win and Others Stall Out
07:43 - What Lemon Seed Looks for in a Great Client (& Why Size Isn’t Everything)
08:33 - Contractor Mindset: One-Man-Band vs. Collaborative Decision Maker
12:02 - The Real Role of Marketing Partners: Communication, Candor, and Problem-Solving
14:20 - The Shifting Landscape: AI, Google Search, and Keeping Pace
17:52 - Can Your Marketing Partner Care More Than You? (Short Answer: No)
19:19 - Perfection vs. Progress: Why Execution Matters More Than “Pretty”
23:03 - Smart Rebrands: Avoiding Pitfalls and Protecting Your Online Equity
31:26 - What Actually Drives Contractor Growth: Ops, Pricing & (Actual) Marketing
33:09 - Why Most Contractors Have No Real Strategy—and How to Fix It
34:53 - Daily Habits that Build Brand Presence Online
36:49 - How to Inspire Action, Not Excuses—And Where Crystal Says Contractors Get Stuck
37:42 - Personal Brand is the New SEO: Upcoming Webinar & Future Trends
39:11 - Connect with Crystal Williams & Lemon Seed Marketing

Guest Details:

Crystal Williams
Title: Co-Founder of Lemon Seed Marketing
Background: Crystal is a third-generation contractor and the “trade baby” behind Lemon Seed, a leading agency focused on contractor branding and strategy. With decades of real-world experience, she’s helped companies move from old-school operations to multi-million dollar, multi-trade businesses by building holistic brands, actionable marketing plans, and fostering real accountability. As a coach, speaker, and operator, Crystal is known for telling it like it is, pushing her clients (and her team) to do the hard work for profitable, sustainable growth.

Relevant Links:

• Lemon Seed Marketing
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Instead of product pitches, Denise has curated a lineup of top industry experts delivering actionable insights on AI, field management, business planning, financing, and more. With the trades industry facing economic uncertainty, this summit is all about education, community, and building resilience for 2026. 

Tune in for the details on speakers, topics, and how you can be part of this forward-thinking event, whether you’re a seasoned contractor, a student in the trades, or just looking for inspiration in home services. Perfect for contractors seeking strategy, technology, and renewed motivation in today's market.

Timestamps:

00:00 - Introduction
01:45 - Event Announcement: HVAC Summit
02:59 - Speaker Lineup & Topics
08:36 - Expo & Networking Partners
10:17 - Key Takeaways for Contractors
11:54 - Sponsors & Philosophy
13:46 - How to Register

Guest Details:

Denise Corbin
Title: President, Winsupply
Background: Denise Corbin is an industry leader with decades of experience in wholesale distribution. Denise’s mission is to create solutions and lasting partnerships for contractors, helping them navigate challenges with education and innovation.

Relevant Links:

• Winsupply’s HVAC Summit (Registration & Event Info)
• Winsupply
• Just Start AI 
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Call to Action:

Ready to elevate your business for 2026? Register for the Winsupply HVAC Summit in Austin at winsupplyaustin.framer.website.

Subscribe to Catalyst for the Trades on Spotify, Apple Podcasts, or YouTube—and share this episode with a contractor who needs that extra boost of knowledge and optimism!

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Jazmin shares her journey from plumbing office manager to award-winning marketing leader, how she’s helping contractors scale faster with AI, and why asset ownership and speed matter more than ever.

Listeners will learn how AI-driven marketing, SEO, and transparent strategies are reshaping how HVAC, plumbing, and electrical businesses grow.

Timestamps

• 00:00 – Introduction & Guest Welcome
• 01:01 – Women in HVACR Conference Highlights
•  02:12 – Jazmin’s Journey in the Trades
• 05:11 – Growth at CI Web Group
• 08:19 – Passion & Making a Difference
• 10:49 – Navigating Rapid Technology Shifts
• 15:20 – Evolving SEO and Marketing for the AI Era
• 21:39 – AI-Driven Content, Blogging, and Local SEO
• 26:30 – Making High-Performance Marketing Affordable
• 28:29 – Real Results for Contractors
• 33:27 – Website Development & Asset Ownership
• 37:04 – AI in the Trades: Industry Readiness
• 38:46 – Final Thoughts: The Future of Trades Marketing

Guest Details

• Name: Jazmin Ramirez
• Title: Senior Director of Growth, CI Web Group

Jazmin has built her career in the trades, working across commercial plumbing, dispatch, marketing, and team leadership. She mentors contractors nationwide to grow faster with AI-driven strategies and proven marketing systems.

Relevant Links

• Women in HVACR
• Get Started with CI Web Group
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group
  
  

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Discover how TACCA Live helps HVAC businesses grow, stay compliant, and stay ahead of industry changes. From marketing and pricing workshops to leadership sessions and CE credits, this event is built to give contractors practical strategies they can apply right away. Plus, get details on AI in HVAC, networking opportunities, breakout sessions, keynote speakers, and exhibitor highlights.

Timestamps

 00:00 – Introduction: Meet Victoria Schaefer and her journey in HVAC advocacy
 01:13 – What is TACCA Live? Texas’ top HVAC contractor event
 02:59 – Who can join TACCA and why it matters for HVAC businesses
 05:13 – Education and CE credit opportunities for Texas HVAC contractors
 06:32 – Workshop highlights: marketing, pricing, financials, leadership
 07:09 – Expert spotlight: Key sessions featuring Jennifer Bagley
 08:34 – The Consultant Corner: 1:1 business coaching
 10:12 – Registration options: full event and new one-day passes
 11:34 – Networking: how in-person connections drive contractor growth
 12:40 – Easy registration and hotel info
 13:09 – Keynote and guest speakers: Dr. Andy Neely, Barton James, and more
 14:53 – Breakout sessions for every role in your HVAC business
 15:27 – Who should attend: contractors, office teams, emerging leaders
 16:09 – 40+ exhibitors: products, jobs, and Texas-focused opportunities
 17:39 – Event logistics reminder and closing tips

Guest Details

Victoria Schaefer
Executive Director, Texas Air Conditioning Contractors Association (TACCA)
Victoria leads the state’s top organization for licensed HVAC contractors. With deep experience in trade association leadership, she focuses on contractor education, industry advocacy, and helping Texas HVAC businesses thrive in a rapidly evolving marketplace.

Relevant Links

• TACCA Official Website & Event Registration
• CI Web Group
• Catalyst for the Trades
• Follow TACCA on LinkedIn
• Follow TACCA on Facebook
• Follow TACCA on Instagram 

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Whether you’re stuck at a revenue plateau or ready to level up, Vince’s actionable lessons and behind-the-scenes tactics offer the roadmap you’ve been searching for.

Perfect for HVAC, plumbing, electrical, and garage door business owners looking for proven strategies to scale fast and profitably.

Timestamps:

00:00 - Introduction to Vince Heuser and episode overview
01:35 - Vince’s start: From home building to garage doors after 2008
04:05 - Breaking the $1M plateau—the power of mentorship
06:26 - The 90-day turnaround: Tracking, sales process, and dialing in marketing
08:23 - The #1 thing keeping most owners stuck at the same revenue
13:49 - Fast wins: Checklists, sales processes, and getting “out of the truck”
16:32 - Key numbers every owner needs to track
19:35 - Hiring top talent and building culture around referrals and incentives
24:24 - Inside sales innovation: The “buddy system” that skyrocketed closing rates
34:10 - Real-world process: Tagging in sales from the office, running high-ticket calls
40:47 - Exiting, reflecting, and launching a new business even faster
43:09 - The power of learning from past mistakes
45:19 - Connect with Vince & wrap-up

Guest Details:

Vince Heuser
Title: Founder of Everdoor

Background: Vince Heuser started his first home service business in 2008, transforming a garage door startup into a multi-trade powerhouse with $22M in revenue and 130+ employees before successfully exiting. He’s recognized for pioneering inside sales systems, scaling with precise tracking and checklists, and building winning cultures through incentive pay and referrals. Now leading Everdoor in Florida, Vince helps other contractors shortcut the learning curve with proven processes for rapid, sustainable growth.

Relevant Links:

• Everdoor
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Celia shares a true insider’s roadmap—covering everything from data mapping and onboarding to ensuring clean data, effective team training, and the growing role of AI in automating busywork. Chuck and Jen add hard-earned lessons from their own businesses, giving listeners a no-nonsense guide to avoiding costly mistakes and setting up your CRM (and company) for scale. 

Perfect for HVAC, plumbing, electrical, and service company owners ready to stop wasting money on underused tech—and start leveraging CRM platforms for strategic, profitable growth.

Timestamps:

00:00 – Introduction & Why CRM Matters
01:41 – Meet Celia Church: Her Background and How She Became a CRM Expert
04:02 – Why “Garbage In, Garbage Out” Is the #1 Data Principle
07:52 – The Right Way to Implement a New CRM
10:00 – Step-by-Step: Data Mapping, Validation, and Change Management
12:56 – Who Should (and Shouldn’t) Attempt a CRM Migration
15:00 – Critical Non-Negotiables for Successful Implementation
17:27 – Training, Grace Periods, and Dealing with Bad Data
18:46 – Seamless Employee Onboarding & Ongoing Training
19:58 – How AI and Automation Are Changing CRM Use
24:35 – Automations, Integrations & What’s Possible Now
25:51 – Reporting Mistakes Contractors Make (and How to Fix Them)
30:51 – The Owner's Mindset and How Bad Data Derails Growth
34:19 – Why You Need Financial Clarity Before a CRM Migration
40:45 – Building Your Fractional “Dream Team” of Experts
44:45 – Measuring ROI—And the Hidden Costs of Doing It Wrong
49:51 – Final Advice, Celia’s Contact Info & Next Steps

Guest Details:

Celia Church
Title: Founder & Lead Consultant, Smart Service Solutions
Background: Celia Church is a respected CRM and field service software expert specializing in Service Titan and home services technologies. With a career spanning dispatch, call center management, and tech consulting, Celia’s consultative approach has helped hundreds of service businesses optimize their process, gain control of their data, and achieve scalable growth. She is renowned for her hands-on strategies in data integrity, staff training, and business process mapping—helping companies unlock the full value of expensive software investments.

Relevant Links:

• Smart Service Solutions
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Learn why smart accounting is more than just end-of-year cleanup, and how proactive planning puts money back in your pocket. Devin shares top tax-saving tactics, breaks down what the new “One Big Beautiful Bill” (OBBA) means for contractors, and offers powerful insights into leveraging R&D credits for AI investments. Discover the practice of cost segregation studies, the truth about bonus depreciation, and why your accountant should be your most trusted advisor, not just a tax filer.

Perfect for HVAC, plumbing, electrical, and construction business owners who want clarity, peace of mind, and bigger profits.

Timestamps:

00:00 – Introduction & Meet Devin Nordgran
02:37 – Why Early Accounting Matters for Contractors
03:28 – Top Qualities in an Accountant: Peace of Mind, Clarity, Time
06:52 – The Mindset Shift: Accountant as Business Asset
10:20 – R&D Credits for AI and Tech Investments
16:19 – Tips for Tracking R&D Expenses Early
17:21 – The New Tax Bill (OBBA): Key Changes for Contractors
18:16 – Bonus Depreciation & Cost Segregation Explained
19:49 – QBI Deduction, No Federal Tax on Overtime, Credit Sunsets
22:46 – Homeowner Rebates and Credits: Last Call Before They Expire
25:51 – How Construction, Solar & Other Trades Companies Are Impacted
27:51 – Q4 Priorities: Budgeting, Tax Planning, and Forward Strategy
34:44 – Pass-Through Entity Tax Update
36:47 – Budgeting Best Practices & Building a Winning Financial Team
39:43 – Squire’s Full-Service Approach & Strategic Partnerships
41:54 – Navigating Multi-State Sales Tax, Compliance & Lessons Learned
44:18 – Final Takeaways & How to Contact Squire

Guest Details:

Devin Nordgran
Title: Tax Associate, Squire

Background: Devin Nordgran is part of Squire’s full accounting and fractional CFO team, serving home service businesses across the U.S. With deep expertise in tax planning, R&D credits, cost segregation studies, and strategic financial advisory, Devin helps business owners unlock clarity, reduce tax burden, and drive long-term growth. Squire is recognized for transforming accounting from an “expense” to a true business asset—providing comprehensive support, real-time advice, and trusted partnerships.

Relevant Links:

• Squire
• Squire Construction Services
• Connect with Devin on LinkedIn
• Energy Star Product Eligibility
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

From revamping project management to deploying agentic networks that outperform traditional teams, Chelsea reveals practical strategies, painful lessons, and surprising wins. Whether you’re an agency, contractor, or business leader exploring the shift to AI-enabled marketing, you’ll learn how to future-proof your team, what tools and systems are delivering results, and how to navigate the human side of transformation.

Timestamps:

00:00 – Introduction: Meet Chelsea Nodine and her unconventional path to digital marketing
01:15 – Alaska, Biology, and Finding Marketing: Chelsea’s winding career trajectory
03:38 – Agency Life, Automations, and Joining CI Web Group
05:10 – The Project Management Overhaul: Moving to Asana and creating scalable workflows
06:44 – Automating for Everyone: Motivation behind building smarter systems
08:28 – The Big Shift: Moving from WordPress to AI-enabled Webflow sites
09:10 – What’s Automated Now: Onboarding, project setup, SEO, content, and more
11:18 – Integrations and Next-Level Automations: Slack, Figma, and agent networks
12:03 – The Challenge of Change: Human impact, layoffs, and the path to efficiency
14:45 – What Leaders Need to Know: How to secure your role and empower teams for AI
17:02 – Just Start AI: Building a learning community for industry professionals
20:25 – Evolving Teams and Rising with AI: Encouraging innovation from within
22:35 – Influencing Change Across Departments: Collaboration with other leaders
26:00 – Beyond Zapier: The difference between workflow automations and agentic networks
29:58 – Real Results, Fast: How AI agents are transforming SEO, content, and local marketing
32:41 – Pulse, Cortex Local, and Scaling Deliverables: Automating daily tasks and updates
36:33 – From 70 to 1,000 Pages Overnight: The new rules for SEO and site launches
41:15 – The Power of Daily Blogging and AI Search for Real-World Results
44:07 – Choosing Your Agency, Embracing AI, and Where to Start
48:45 – Behind the Scenes with AI Engineers: How late-night breakthroughs are born
48:54 – Final Thoughts and How to Get Started

Guest Details:

Chelsea Nodine
Title: Senior Director of Digital Transformation, CI Web Group

Background: Chelsea Nodine oversees all AI, automation, and digital transformation efforts at CI Web Group, a national leader in home services digital marketing. With experience spanning in-house marketing, SEO, account management, and operations, Chelsea is known for creating scalable systems and leading teams through major tech shifts. Her unconventional start—from biology studies in Alaska to building agentic networks for clients—shapes her pragmatic, people-first approach to change.

Relevant Links:

• Just Start AI
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

From choosing the right marketing partners to getting real about AI, content, accountability, and local partnerships, Billy shares how contractors can stop making excuses and start getting results. Whether you're scaling your HVAC, electrical, or home services company, or just want to work smarter, not harder, you’ll get tactical steps for amplifying your online presence, leveraging AI, and building relationships that drive real revenue.

Game on for leaders, owners, and hustlers ready to show up, suit up, and participate.

Timestamps:

00:00 - Intro & Guest Lineup
00:53 - Why Billy Chose CI Web Group
03:11 - Keys to Growth: Participation & Account Manager Partnerships
06:28 - Getting Started with AI: The Just Start AI Community
10:07 - Overcoming Fear and Leveraging Community Support
13:41 - AI In Action: Content Creation in Billy’s Business
16:16 - Daily Blogging, AI Agents, and Maximizing Content
20:29 - Building Personal Domain Authority for Search
25:19 - The Power of Personal Branding & Social Media Authority
29:32 - Strategic Partnerships, Backlinks & Next-Level Networking
36:49 - Tactical Tips: Referral Programs & Collaborations
41:39 - High-Leverage Activities for Contractors: What to Prioritize
43:04 - The Power of Time Blocking & Positive Mindset
46:17 - Final Advice: Show Up, Suit Up, and Get Tactical
48:45 - Wrap-Up & Accountability Challenges

Guest Details:

Billy Gregus
Title: Owner, Integrity Refrigeration & A/C

Background: Billy Gregus is the owner of Integrity Refrigeration & A/C, a home services business known for its commitment to excellence and innovation in HVAC. Billy is passionate about smart marketing, operational efficiency, and leveraging AI to future-proof his company—and he’s not afraid to get uncomfortable to keep growing. A dedicated leader, he’s all-in on community, partnership, and actionable business strategy.

Vee Nettles
Title: Account Manager, CI Web Group

Stephanie Allen
Title: Co-Founder, Airworks & Just Start AI

Relevant Links:

• Integrity Refrigeration & AC
• AirWorks Solutions
• OpusClip
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Brittany shares her unique journey from nonprofit fundraising into the trades, the power of community for contractors, what TACCA offers members, and why this year’s event is a can’t-miss opportunity for contractors at every stage.

 Whether you’re a solo operator, running a legacy family business, or just eager to expand your network, get a behind-the-scenes look at TACCA, actionable insights for growth, and details on one of the best HVAC industry conferences around. Don’t miss your chance to accelerate your success, access expert education, and have a little fun in the heart of North Texas!

Timestamps:

00:00 – Introduction to Brittany Doering and TACCA
00:44 – Brittany’s journey: From nonprofit to HVAC industry
02:12 – What drew Brittany to TACCA and her unique role
03:18 – Membership: Who’s a good fit for TACCA and why?
05:00 – Top member benefits: Advocacy, education, networking
07:50 – The power of community and connecting contractors
08:49 – All about the HVAC Trailblazer Conference: Who, what, where, why
11:20 – Why local, affordable conferences matter
12:31 – Registration details and what attendees get
14:20 – Pre-conference workshops: Techs, leaders, CSRs, sales teams
16:31 – Breakout sessions: Finance, marketing, Federal Reserve, AI & more
17:27 – Sales, door-to-door strategies, technical and business tracks
18:10 – Additional speakers & sessions overview
18:28 – Jennifer Bagley on her AI & digital marketing session
18:50 – Major sponsors and supporters of the event
19:42 – How to connect with Brittany and register
20:45 – Strategic planning, tax credits, and why to act now
21:38 – Fun extras: Women in HVAC, networking events & after-parties
22:46 – Final invitation: Don’t miss this industry-leading event!

Guest Details:

Brittany Doering
Title: Executive Director, TACCA NTX (Texas Air Conditioning Contractors Association, North Texas Chapter)
Background: With a past in nonprofit fundraising and event management for organizations like the American Heart Association and March of Dimes, Brittany brought her relationship-building skills and passion for community into the HVAC industry, leading TACCA NTX to new heights. She spearheads programming, education, and networking events that empower contractors across Texas to thrive.

Relevant Links:

• HVAC Trailblazer Conference and Registration
• TACCA NTX
• TACCA
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Don’t miss your chance to join the HVAC event of the year! Register now for the HVAC Trailblazer Conference at hvactrailblazer.com while discounted registration lasts.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

They dive into the must-know details about the upcoming Western Roofing Expo from September 28 to 30, 2025, discuss how AI and new tech are transforming every aspect of roofing, and explore strategies to overcome labor shortages and win more business. Whether you’re a roofing contractor, a trade pro, or looking to expand your business, this episode is your go-to guide for what’s next—and how to get ahead.

Perfect for contractors, business owners, and anyone interested in the future of roofing, tech, and professional growth in the trades.

Timestamps:

00:00 – Introduction & Meet Joel Viera
03:17 – Western Roofing Expo Details
04:55 – Davis Memorial Foundation & Scholarships
05:16 – Education & Seminars
09:23 – Technology & Innovation in Roofing
10:06 – Major Industry Trends: AI, Labor & Immigration
12:15 – The Impact of AI on Roofing Businesses
15:09 – Adoption of AI in Roofing Companies
17:41 – Trade Show Booths & Vendor Opportunities
18:57 – Podcasts & Live Content at the Expo
20:06 – Adding Roofing to Your Trade Business
21:57 – Collaboration Among Trades
23:50 – Final Thoughts: Why Attend & Get Involved

Guest Details:

Joel Viera
Title: Executive Director, Western States Roofing Contractors Association (WSRCA)

Background: Joel heads the Western States Roofing Contractors Association and oversees the nationally recognized Western Roofing Expo. With over 25 years in the industry, Joel is known for driving innovation, bringing the roofing community together, and championing education, scholarships, and new industry standards.

Relevant Links:

• Western Roofing Expo (Registration, Agenda, Sponsors, and Info)
• Western States Roofing Contractors Association
• National Roofing Contractors Association
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Call to Action:

Got value from this episode? Subscribe to Catalyst for the Trades on Spotify, Apple Podcasts, or your favorite platform. Share this episode with fellow roofing pros or anyone looking to future-proof their contracting business. Ready to level up? Don’t miss your spot at the next Western Roofing Expo—register early!

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Hosts Jennifer Bagley and Chuck Staszkiewicz dig deep with Mike on leadership, hiring, branding, standing out against the competition, and practical strategies for growth—even when private equity or new tech shake up the status quo. If you’re a contractor or business leader ready to future-proof your trades business and attract top talent, this episode is packed with actionable insights you won’t want to miss.

Timestamps:

00:00 - Welcome & Introductions
05:30 - State of the Trades: The Good, Bad & Ugly
12:50 - Finding Mentors & Filtering Information
21:00 - The Power of Positive Leadership
27:00 - Building Trust & Brand Consistency
34:00 - Competing Head-to-Head: Mindset & Process
40:50 - AI, Tech Adoption & The Future of Recruiting
46:00 - Recruiting Best Practices & Onboarding That Works

Guest Details:

Mike Disney
Title: Founder, Winding River Recruiting
Background: Mike Disney is a leading expert in trades recruiting and organizational leadership. With 12+ years of hands-on industry experience, he’s held executive roles at Gold Medal Service and CEO Warrior, shaped hundreds of trades businesses, and guided company transitions through private equity. Now, Mike helps contractors recruit better, build stronger cultures, and level up their hiring and retention, bringing real-world insights into every conversation.

Relevant Links:

• Winding River Recruiting
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Brad and Jennifer break down the shift from basic chatbots to sophisticated, agentic AI, dive into deep FSM integrations, and reveal the crucial support AI can provide for contractors of all sizes, especially when every call counts. Whether you’re a tech-forward business or feeling behind, this episode covers practical insights for home service leaders who want to leverage AI for growth, efficiency, and superior customer experience.

Perfect for HVAC, plumbing, and service companies ready to embrace the future (and eliminate voicemails for good!).

Timestamps:

00:00 - Welcome & Introductions

02:04 - ZyraTalk’s Origin Story

04:55 - The Leap to AI: Challenges & Evolution

08:21 - Scaling Support & Self-Onboarding with AI

11:38 - AI vs. Human: Changing Customer & Company Workflows

15:01 - Deep Integrations: ServiceTitan, Housecall Pro & Beyond

20:14 - Multi-Channel Communication & AI

27:58 - ROI & Real Results

30:58 - Why Voicemail and Old-School IVR Are Obsolete

34:27 - The Future: Agentic Agents, Booking Bots & Online-First Customers

41:43 - Fast-Forward 10 Years (or Maybe Just 2): Predictions on Tech, Jobs & Human Adaptation

Guest Details:

Brad Scruggs
Title: President & Chief Marketing Officer, ZyraTalk
Background: Brad is a co-founder of ZyraTalk, a pioneering company delivering AI voice, chat, and automation solutions for home service businesses. With 11 years in the trades and a deep background in lead generation and technology disruption, Brad specializes in making AI practical and profitable for contractors nationwide.

Relevant Links:

• ZyraTalk
• Just Start AI
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

You’ll hear real-world strategies for building repeatable, scalable systems in plumbing, HVAC, electrical, landscaping, remodeling, and more. Mike shares emotional lessons from his own life—including navigating medical emergencies, recovering from financial crisis, and defining boundaries so business supports your life (not the other way around). Whether you’re in the field, a growing owner-operator, or leading a team, this is a tactical, heartfelt blueprint for creating a business that works so you don’t have to be on call 24/7.

Timestamps:

00:00 - Welcome & Mike’s Journey: From Family in the Trades to Building a Legacy
02:30 - The Drive for Predictable Freedom—Why Systems Matter
05:02 - What Is the Time Rich 6 Framework?
07:43 - Specializing in the Trades: Why This Industry, Why Now
09:58 - The “God Class” Problem: Why Wearing Every Hat Kills Growth
11:23 - Turning Technicians into True Business Owners
13:51 - Defining the Lead Domino: Finding High-Leverage Activities
14:20 - The 6 Components of the Time Rich 6
17:24 - Real Success Case: Elegant Accents’ Revenue Breakthrough
22:19 - Another Real Example: Staging Business Owner 4x Revenue, Buys Back Time
29:34 - Mike’s Lowest Point—Rebuilding After Financial Disaster
32:12 - The Reality of Transformation: Significant Emotional Events vs. Consistency
34:55 - Why Conferences Aren’t Enough—True Customization vs. “One Size Fits All”
36:13 - No Homework, No Fluff: The Power of Install Events & War Room Tactics
40:13 - Jennifer’s Perspective: Truncating Years of Progress into Months
42:31 - The Human Side of Change—Why Execution (Not Just Planning) Matters
44:22 - How to Get a Custom, No-Pitch Playbook for Your Business
47:16 - What Happens Next: Collaboration, AI Tools, and Final Thoughts

Guest Details:

Mike Abramowitz
Title: Co-Founder, Better Than Rich

Background:
Mike Abramowitz is a business systems architect with 20 years in direct sales and a degree in engineering from the University of South Florida. From rebuilding after deep personal and financial hardship to writing nine books, starting a nonprofit, and building a 7-figure business that functioned while he was out for months—Mike now teaches trades entrepreneurs how to design businesses for true freedom. His “Time Rich 6” framework has helped nearly 300 companies in plumbing, HVAC, electrical, landscaping, and more move from owner-dependence to predictability, scalability, and a life by design.

Relevant Links:

• Better Than Rich
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

If you want to elevate your business, stop letting leads slip through the cracks, and finally operate at peak efficiency, this is the episode for you.

Timestamps:

00:00 – Meet Dave and the AI Revolution in the Trades
01:23 – Dave’s Journey: From Buckeye Startup to Home Services Innovator
04:11 – Data-Driven Insights: The 80% Rule & Repetitive Task Automation
06:25 – The Lead Management Gap: Booking Rate Truths & Industry Challenges
10:23 – AI and Financial Mastery: Boosting EBITDA with Automation
11:24 – What Makes OnePath Different: Agentic AI & Intelligent Customer Journeys
16:23 – The Power of Deep Integration: From Silos to Data-Driven Decisions
20:45 – Rethinking the Customer Experience: Personalized Automation for Every Channel
24:01 – Booking Without Bottlenecks: AI Chat, LSA, Web Forms, and Aggregator Integration
27:55 – Why Speed Wins: Fastest Response, Highest ROI
29:03 – Customer Preferences: Meeting Leads Where They Are, 24/7
31:45 – The Human Element: Human-in-the-Loop Support for Complex Cases
32:50 – How OnePath’s Booking Experience Outshines Traditional Tools
34:13 – Handling Urgent Appointments & Converting Every Opportunity
35:24 – Next-Level Automation: Outbound, Retention, and Personalized Marketing
36:58 – The Impact of AI-Powered Booking vs. Legacy Platforms
38:01 – Preparing for the Agentic Future: AI as Your Workforce
40:23 – How Contractors Can Finally Master High and Low Seasons
41:45 – Streamlining Repetitive & Administrative Payroll with AI
42:06 – Tool Comparison: Security, Integrations, and True Agency Intelligence
47:12 – Navigating Legacy Tech, Automation Pitfalls, and Choosing Smarter Solutions
49:24 – The AI-Enabled Contractor: Fast, Localized, and Language-Free
51:44 – Connect with OnePath, Book a Demo, and Next Steps for Contractors

Guest Details:

Utku “Dave” Kaynar
Title: CEO & Co-Founder, OnePath

Background: With over 15 years in tech and a pioneering track record in AI and automation for home services, Dave brings deep expertise in SaaS, workflow optimization, agentic AI, and field service integration. He previously co-founded Buckeye, scaling dispatch automation during the pandemic, and has led partnerships with industry giants like ServiceTitan and Nextstar. Dave’s insider knowledge helps contractors unlock “free money” through automation—raising booking rates, increasing profitability, and optimizing every step of the customer journey.

Relevant Links:

• OnePath AI
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Whether you’re leading a team of two or scaling an enterprise, Teasha’s insights on AI integration, practical frameworks, and future-proofing your business will help you optimize operations, reduce costly missteps, and unlock sustainable growth.

Perfect for contractors, entrepreneurs, and forward-thinking business owners who want to turn decision-making into their strongest asset.

Timestamps:

00:00 – Welcome Back & Introduction to Teasha Cable
00:54 – Teasha’s Journey: From VP to AI Innovator
02:47 – Why Gut Instinct Is Not Enough for Business Decisions
04:17 – Small Business: Where to Start With Decision Best Practices
07:33 – From Purpose to Predictable Revenue: Building Strong Business Foundations
10:27 – Making Smarter Decisions With AI: What’s Changed and Why It Matters
14:11 – Buying Software vs. Making Strategic Moves: Avoiding FOMO Decisions
21:51 – The Real Risk of Ignoring AI: Future-Proofing Your Business
24:44 – Decoding AI: Supervised Learning, Generative AI, and Decision Intelligence
28:53 – Agentic AI vs. Traditional Automation: What Business Owners Need to Know
32:18 – When (and When Not) to Automate: Fix the Process Before You Buy the Bot
34:07 – The Impact of Systemic Decision-Making on Growth and Efficiency
38:27 – Tracking, Learning, and Repeating What Works
41:50 – Calculating the True Cost of Inaction
42:48 – Who Needs CModel: Transparency, Leadership, and Adoption
45:34 – The Competitive Edge: Vision, AI Adoption, and the Future of Work
47:07 – Final Thoughts: Thriving in an AI-Driven Business Landscape
51:50 – How to Connect With Teasha Cable & CModel

Guest Details:
Teasha Cable
Title: CEO & Co-Founder, CModel
Background: 

Teasha Cable is a leading authority in AI-driven decision intelligence, with 25 years of experience in business operations, product strategy, and tech innovation. She’s worked with some of the world’s largest companies and now empowers businesses of all sizes to make smarter, faster, and more profitable decisions through her platform, CModel.

Relevant Links:

• CModel
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Learn what’s driving tighter margins, why AI-powered call centers and agentic agents are game-changers, and how contractors can level up to attract more leads, streamline operations, and boost profitability. Lynn and Jennifer share firsthand insights, practical adoption tips, and a behind-the-scenes look at innovative tools like the One Path AI CRM. This is a must-listen for anyone serious about thriving amid rapid tech transformation in HVAC, plumbing, or electrical.

Timestamps: 

00:00 - Welcoming Lynn Wise & The Urgency of AI in the Trades
03:07 - Lynn’s Unique Vantage Point: Financials and Call Centers
05:59 - Industry Trends: Margins, Overhead, and Post-COVID “Normal”
07:53 - AI’s Real Impact: Call Centers, Lead Velocity & Staffing
10:12 - The Consumer-Driven Shift to AI Tools and Agentic Agents
14:25 - How Business Owners Are Adopting Tech Slower Than Consumers
16:04 - The Freedom Outsourcing & AI Brings Contractors
18:57 - Early Adopters in the Trades: Real Stories and Use Cases
19:36 - Introducing One Path: The AI-First Operations Platform
21:16 - Why “Human in the Loop” Still Matters
23:43 - Letting Consumers Choose Their Experience
25:11 - Built for AI: Booking Systems, Agentic Agents & Efficiency
29:54 - Rethinking Customer Experience vs. Job Management
31:08 - SEO and Marketing in the Age of AI
35:23 - Lifetime Value, Lead Scoring & Automated Nurture
36:43 - Attribution, Reporting & Closing the AI Data Gap
38:41 - What’s Next: Releases, Parties & Staying Ahead
40:25 - Meet the AI-First Contractor: Case Studies
43:37 - Get Connected: How to Reach Lynn Wise & Jennifer Bagley

Guest Details:

Lynn Wise
Title: Founder of Contractor in Charge & Co-Founder of One Path AI

Background:
Lynn Wise is a pioneer in AI-driven solutions for the home services sector, with decades of expertise spanning financial management, call center operations, and tech innovation for contractors. Through Contractor in Charge and the new One Path AI platform, Lynn is empowering companies to leverage advanced tools that maximize margins, enhance customer service, and streamline day-to-day operations, making businesses more resilient, profitable, and ready for the future.

Relevant Links:

• Contractor in Charge
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Hosts Jennifer Bagley and Chuck Staszkiewicz dive deep with Stephanie on bold leadership, overcoming resistance to technology, leveraging ChatGPT for everything from operations to growth, and building a company culture that’s both agile and resilient. Hear how Stephanie’s approach to team development, innovation, and authenticity is helping her business and others stay ahead, and get practical tips you can put to work today.

If you’re determined to cut through the noise, embrace change, and lead your team to new heights, this episode is a must-listen.

Timestamps:

00:00 – Meet Stephanie Allen & Podcast Icebreakers
02:36 – Stephanie’s Origin Story: Leadership, Partnership, and Purpose
04:37 – Driving Transformative Leadership: The BOLD Experience
10:21 – Excuses vs. Execution: How Stephanie Does More With Less
12:39 – Five Ways Stephanie Uses AI/ChatGPT in Her Trades Business
16:21 – The Power of Asking Better Questions (and Training AI)
19:27 – Empowering Teams: Bots, Automation, and Company Culture
23:27 – Winning Team Buy-In for Tech & Change
26:44 – Leadership Lessons: Vulnerability, Vision, and Empowerment
29:52 – Community Over Competition: Growth Mindset in the Trades
31:07 – Rapid Innovation, Mindset, and Getting on the AI “Ark”
34:34 – Why Human Touch Still Matters (And How to Scale It)
40:57 – Overcoming AI Skepticism: Training, Strategy, and Mindset
46:51 – The Stakes for Advisors: Why It’s Time to Lead or Get Out of the Way
49:02 – Final Words: Just Start—Building a Community for Change

Guest Details:

Stephanie Allen
Title: CEO, Airworks Solutions

Background: As the CEO of Airworks Solutions, Stephanie Allen leads from the trenches, balancing family, business growth, and the constant evolution of the trades. Known for her practical leadership, embrace of innovation (especially AI and automation in the trades), and relentless focus on team empowerment, Stephanie is a sought-after mentor, speaker, and industry advocate. She’s passionate about helping contractors unlock their potential, drive real performance, and build cultures that win.

Relevant Links:

• AirWorks Solutions
• BOLD Leadership Program – Driven Leadership
• Catalyst for the Trades Podcast
• The Opus & Golds Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Listen for hard-won advice on company culture, neighborhood marketing, goal setting, and giving back to the community—even while running on a startup budget. Whether you’re a one-truck operation with big dreams or a seasoned owner looking to reignite your hustle, this episode delivers practical insight to make this your best summer ever.

Timestamps:

00:00 – Show Intro & Episode Banter
01:56 – Why Summer Is “Money Season” in HVAC
02:53 – Jason’s Startup Story: From Trainer to Owner
05:40 – Lessons Learned Riding with the “Big Dogs”
06:43 – Adapting to Technology in the Trades
08:45 – Setting Up Shop: Branding, Systems & Core Values
11:08 – Neighborhood Domination & Guerrilla Marketing
13:05 – Door Knocking, Opportunity, and the Hustle Mindset
17:47 – Competing in a Big Market with Limited Resources
20:23 – Out-of-the-Box Community Marketing Ideas
23:05 – Mac Attack Foundation: Giving Back through Adoption & HVAC for Foster Homes
25:55 – Keys to Success: “Do What Others Aren’t Willing to Do”
27:14 – Two Things Every Shop Should Do Before Summer
29:29 – Building Processes That Drive Revenue and Culture
34:02 – Creating Team Culture Through Fun & Recognition
37:14 – The Non-Negotiable: Weekly Huddles and Owner Engagement
39:20 – Core Values: Make Them Real, Make Them Memorable
43:07 – Take Care of Your People (Installers, Lunch, and Beyond)
45:12 – Standout Installations: Turning Work Into Art
47:46 – Final Words: Dream Big, Outwork Your Excuses

Guest Details:

Jason Walker
Title: Founder, HVAC Masters of the Hustle

Background: Known for his “master of the hustle” approach, Jason Walker built his business from the ground up by applying street-smart marketing, relentless process focus, and an unwavering commitment to people and community impact. He is also the founder of the Mac Attack Foundation, which delivers essentials to newborns in need and sponsors adoption fees for families.

Relevant Links:

• HVAC Masters of the Hustle
• Royalty Heating & Air
• Catalyst for the Trades Podcast
• The Opus & Golds Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Discover practical hiring, onboarding, and training insights, hear how new technology like “Perfect Match” empowers younger sales stars, and get actionable advice for owners and aspiring salespeople who want to level up. Perfect for business owners, comfort advisors, tech-savvy recruits, or anyone wondering if the trades are the new American Dream.

Timestamps:

00:00 – Meet the Hosts & Guests
01:30 – Tyler’s Journey: From Fitness GM to Trades Newbie
06:03 – Facing Fears and Making the Leap
12:24 – Why HVAC Sales Is a Winning Career
16:05 – Onboarding: Tyler’s Three-Week Sales Training Breakdown
17:56 – Leveraging Technology: Perfect Match and Customer Experience
22:47 – Building Value, Trust, and Higher Ticket Sales
25:10 – The Power of Communication Over Technical Jargon
27:21 – The Critical Installer-Sales Relationship
29:18 – Marketing with Integrity: Transparent Sales vs. Tune-Up Flips
31:07 – Generational Opportunity: The Future of Trades Careers
34:11 – Tyler’s Pre-Call Prep & Building Relationships
36:44 – Learning and Self-Development on the Road
43:22 – The Power of Process: Metrics, Mindset, and Detaching from Outcomes
49:10 – Debriefing Calls: Learning from Every Experience
51:12 – Final Thoughts & The Importance of Community

Guest Details:

Darren Dixon
Title: Founder & CEO, fyxify
Background: With 30 years in the trades, Darren's career spans from a comfort advisor to franchise development in one-hour heating and air conditioning. Now at fyxify, he focuses on merging technology with consumer-centric services.

Tyler Dixon
Title: Home Comfort Specialist at D&D Air Conditioning
Background: Former top-performing fitness general manager. In his first year in HVAC, Tyler’s on track for $3 million in sales using cutting-edge tools and process-driven training.

Relevant Links:

• Fyxify
• Catalyst for the Trades Podcast
• Opus and Golds
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

From practical ways to leverage AI—no matter your company size—to rethinking memberships, avoiding “growth debt,” and creating standout customer experiences, this episode is packed with insights for contractors who want to win today and tomorrow.

Whether you’re just starting out or leading a multimillion-dollar operation, you’ll get actionable advice and real-world examples to help you adapt, thrive, and build a future-ready business.

Timestamps:

00:00 – Introductions and laughs: Why getting the details right matters
02:18 – Paul Redman’s journey from field sales to Contractor Commerce
07:21 – Spotting trends: Seeing the future in HVAC and home services
10:56 – The technology revolution: AI adoption, contractor mindsets, and industry shifts
14:33 – Native AI everywhere: How device updates will transform how consumers find you
19:16 – The evolving sales process: Preempting customer questions and leveraging automation
22:34 – Transparency, trust, and the rise of recorded customer interactions
26:24 – Removing excuses: Why efficiency is easier than ever with today’s AI tools
30:38 – Breaking down barriers: Closed-loop systems vs. AI’s demand for open integration
32:42 – Memberships for contractors: What works, what falls flat, and what customers actually want
35:24 – The big question: Will lean, tech-driven contractors outcompete industry giants?
39:04 – People vs. profit: How to build margin and deliver exceptional experiences
43:49 – Risk, reward, and pricing: The new business model for contractors
47:11 – Omnichannel, DTC, and the future of HVAC manufacturers
51:04 – High-leverage activities: Human connection as your best competitive edge
52:52 – Wrap-up and takeaways

Guest Details:

Paul Redman
Title: CEO of Contractor Commerce

Background: Paul Redman is a leader in digital transformation for the trades, with extensive experience in HVAC, sales, and tech. From his start in field sales straight out of college to founding Contractor Commerce, Paul’s passion is making e-commerce and modern customer experiences accessible to contractors of all sizes. He’s a champion for contractor success—and for keeping the human touch alive in a tech-driven world.

Relevant Links:

• Contractor Commerce
• Catalyst for the Trades Podcast
• CI Web Group
• Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

This episode is a powerhouse for any home service pro ready to create real, measurable growth. It covers tactical follow-up frameworks that'll instantly boost close rates and actionable strategies for door-to-door prospecting, personal development, and setting higher sales standards.

Don't miss this conversation if you want to boost your revenue, hold your team accountable, and build a business ready for tomorrow’s customers.

Timestamps:

00:00 - Welcome & Introductions: Meet Sam Wakefield and recap of Sam’s recent “Relentless” sales transformation event
04:24 - Motivation vs. Execution: Why so many industry events fail to drive results
08:50 - The Power of Clarity & Focus: How to get your team to execute (not just attend)
16:58 - Inside the Relentless Event: Personal transformation and tactical sales breakthroughs
22:07 - The Fortune in the Follow-Up: Sam’s new 12+ touch follow-up system (and why most contractors leave money on the table)
29:00 - Prospecting Beyond Digital: Why door-knocking and neighbor outreach outsell even the best online ads
34:23 - Future-Proofing Your Trades Business: Blending grassroots, digital, and accountability for unstoppable growth
40:00 - Raising the Standards: Why the trades need a cultural shift—and how federal regulation could change everything
43:14 - Book Clubs, Masterminds, and Sam’s Commitment to Industry-Wide Change
44:24 - How to Connect with Sam & Next Steps

Guest Details:

Sam Wakefield
Title: Founder, Close It Now; National Sales Trainer; Event Host

Background: Sam Wakefield is the founder of Close It Now, a premier sales training company for HVAC, plumbing, electrical, and home service businesses. With a proven track record of helping teams boost average ticket prices, increase closing rates, and implement robust follow-up systems, Sam is a sought-after speaker and event leader for those serious about accelerating growth. He’s at the forefront of future-proofing the trades, with a sharp focus on blending personal development and tactical, actionable sales processes.

Relevant Links:

• Close It Now (Website)
• Close It Now Facebook Group
• Connect with Sam on Instagram
• Catalyst of the Trades Podcast
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Raul’s journey, from his rough start in 1987 to leading one of the most respected plumbing companies with over 28,000 positive reviews, is packed with insights. The conversation covers why trust and service always beat chasing dollars, how AI and automation are reshaping opportunity for contractors, and why hiring for personality and passion trumps experience. The trio also dive into practical advice for adopting technology the right way, building teams that last, and creating a company culture that attracts top talent, even in today’s competitive market. Essential listening for contractors, business owners, and anyone ready to lead with purpose in the trades.

Timestamps:

00:00 – Welcome and Introductions
02:21 – Raul’s Journey: Nearly 40 Years in the Trades
05:41 – Why Trades Are Recession-Proof & Still Growing
08:00 – The Power of Service: From Sales to Connection
10:25 – Building Through Downturns: Power Pro’s Big 2008 Growth
13:36 – Why Trust Is the Core of Trades Success
15:33 – Private Equity & The New Opportunity in Trades
16:23 – How AI & Automation Free Up Time for What Matters
18:56 – Rethinking Hiring: Why Personality Beats Experience in 2024
20:36 – The Right Way to Implement Technology in Your Company
23:20 – Training, Culture, and Meeting the Next Generation’s Needs
27:32 – Combatting Misleading “Easy Money” Narratives in the Trades
28:17 – Building a Team That Loves What They Do
31:03 – Leadership, Reviews, and Why Employees Are Your #1 Customers
38:19 – Accountability, Communication, and Creating Security for Teams
44:54 – The Three Pillars: Trade, People, and Business
45:21 – Power Pro’s New AI-Enabled Booking Platform & Rebrand
47:21 – Final Thoughts: Progress Over Perfection & The Power of Humility

Guest Details:

Raul Rodriguez
Title: Founder & President, Power Pro Plumbing

Background: Raul Rodriguez has dedicated nearly four decades to the home services industry, starting as a tradesman in 1987 and growing Power Pro into one of Southern California’s leading plumbing companies. With over 28,000 positive reviews and a reputation for genuine service, Raul is known for his people-first approach to leadership, a passion for mentoring new talent, and a willingness to evolve with technology and times.

Relevant Links:

• Power Pro Plumbing
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus and Golds Group

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Plus, hear about Dana’s passion project, the Audara Collective—a supportive space for women leaders in the trades—and how podcasting, networking, and continuous learning power lasting success. If you’re a home service entrepreneur navigating family dynamics, thinking about leveling up with outside expertise, or simply wanting a blueprint for financial discipline and real leadership, this episode is packed with actionable takeaways.

Timestamps:

00:00 - Welcome & Introductions
00:33 - How Dana and Jennifer Met: Women in Home Services
02:00 - Building & Growing a Legacy Trades Business (from $12M to $20M)
04:18 - Why Budgeting & Numbers Matter More Than You Think
06:36 - Bringing Retail Mindset to Trades: Business by the Numbers
10:12 - Establishing Accountability, SOPs & Culture
13:04 - Family Dynamics: Coming into the Business & Earning Credibility
16:04 - Legacy Teams vs. Newcomers—Managing the Transition
18:21 - What Makes a Great Company Culture (and How to Spot Its Loss)
20:34 - When to Seek Help & Set Next-Level Goals
22:19 - What Opus and Gold Does for Trades Businesses
25:16 - Family in the Business: Holding Loved Ones Accountable
27:57 - Adapting to Technology, Automation, and Lean Teams
29:18 - The Audara Collective: Elevating Women in Home Services
35:30 - CEO “Warp Zones” and Balancing Family & Business
39:07 - Dana’s Podcast: The Trades Accelerator
41:21 - How Dana’s Projects and Podcasts Complement Each Other
42:15 - Keys to True Change: Consistency, Repetition, and Community
44:03 - Dana’s Final Advice: Leverage Your Minutes for Growth
45:21 - Connect with Dana & Opus and Gold

Guest Details:

Dana Staszkiewicz
Co-founder, Opus and Gold
Founder, Audara Collective | Host, The Trades Accelerator Podcast

Background: Dana Staszkiewicz transitioned from a career in global retail and supply chain to help grow her family’s home services business to $20M. Now, through Opus and Gold, she helps other trades businesses scale with strong financial systems, accountability, and leadership. She also founded the Audara Collective to support women in home service leadership.

Relevant Links:

• Opus and Gold
• The Trades Accelerator Podcast
• Audara Collective
• CI Web Group
• Catalyst for the Trades Podcast

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:
 00:00 – Intro & Industry Respect
 : Jennifer and Danielle reflect on years of collaboration and impact in the trades.

04:20 – Market Optimism & Homeowner Behavior
 : Contractors are cautiously optimistic—and homeowners are still spending.

10:40 – The Problem with “Just”
 : Why throwing in freebies is costing your business more than you think.

17:25 – The Purpose of Profit
 : A powerful framework for explaining profit to your team and why it matters.

24:10 – How AI is Shifting the Sales Process
 : Educated consumers, faster comparisons, and new tech tools like live translation glasses.

31:55 – The Power of Pricing Options
 : How a clear, flexible pricing menu leads to bigger tickets and happier customers.

38:45 – Dynamic Pricing in Real Time
 : Why pricing shouldn’t be static—and how to raise rates strategically.

44:10 – What's Coming Next from The New Flat Rate
 : Sneak peek at their upcoming AI-powered dynamic pricing platform.

52:40 – Shop Tours Instead of Conferences
 : Danielle’s team shifts from annual events to quarterly, real-world learning visits.

58:00 – Picking the Right Events for You
 : How to choose events that align with your company’s values (and avoid the hype).

1:03:15 – CEO Insights
 : Why identifying constraints and focusing on high-leverage activities matters more than ever.

1:09:10 – Final Thoughts & Next Steps
 : Danielle shares encouragement, pricing advice, and how to get help from her team.

Guest Details:
Danielle Putnam
Title: President, The New Flat Rate
Background: A pioneer in menu pricing and profitability strategies, Danielle helps contractors stop leaving money on the table and start pricing for the future.

Relevant Links:

• The New Flat Rate
• Catalyst for the Trades Podcast
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Whether you're just starting or trying to take your brand to the next level, this episode gives you practical tips you can use right now.

Perfect for contractors ready to grow their online presence the smart way.

Timestamps:

00:00 - Introduction
 Meet Jen McKee and learn why this conversation is a much-needed shift from recent heavy topics.

05:10 - Jen’s Background
 A quick look at Jen’s journey from traditional marketing to dominating social media in the trades.

10:42 - What Actually Works on Social
 Why most contractors are overthinking it—and what to post instead.

16:18 - The Power of Personal Branding
 How your personal story sets you apart—and builds real trust.

21:50 - Tools, AI, and Automation
 Jen and Jennifer talk tools that save time, boost output, and help you stay consistent.

28:07 - How to Balance Authenticity and Efficiency
 You don’t have to choose between being real and being strategic.

34:15 - Common Mistakes to Avoid
 From ghosting your followers to chasing every trend—what to stop doing now.

40:45 - Social Media That Scales With You
 How to build a system that grows your presence, without you being online 24/7.

47:20 - Final Advice for Contractors
 Jen shares her go-to recommendations for anyone serious about winning on social.

Guest Details:

Jen McKee
Title: Founder of Kee Hart Marketing

Background: Jen McKee is a social media strategist and the founder of Kee Hart Marketing, a 5x award-winning agency specializing in social media content for home service businesses. As a 2024 40 Under 40 honoree, she helps businesses grow their brand and attract top talent through her proven Show Up, Stand Out, Scale framework. Jen is also the host of The Kee to Growth Podcast, an industry speaker, and a mentor to trades professionals looking to make an impact online.

Relevant Links:

• Kee Hart Marketing
• CI Web Group
• Catalyst for the Trades Podcast
  
  

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

00:00 – Introduction

03:10 – Evolution of Gutter Guard Technology

08:45 – Copper Filtration: The Game Changer

14:30 – Partnering with Contractors

20:20 – Tackling the Profitability Problem

25:50 – Educating Homeowners

30:15 – Marketing That Converts

36:00 – Driving Fast-to-Cash Sales

41:30 – Advice for Trade Professionals

Guest Details: Karen Sager

• Title: President, Micro Mesh Gutter Guards
•  Background: With years of experience in manufacturing and product development, Karen focuses on designing high-performance gutter solutions that help contractors grow revenue and reduce callbacks.

Relevant Links:

• Micro Mesh Gutter Guards
• Opus & Golds Group
• CI Web Group
• Catalyst for the Trades Podcast

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Timestamps:

• 00:00 - Introduction and Guest Background
• 02:45 - Denise's Early Career and Introduction to the Trades
• 07:30 - The Importance of Mentorship and Networking
• 12:15 - Overcoming Challenges and Gender Barriers in a Male-Dominated Industry
• 17:00 - Denise's Transition from Call Center to Leadership Roles
• 21:45 - Strategies for Scaling Success and Building High-Performing Teams
• 26:30 - The Power of Continuous Learning and Personal Development
• 31:15 - Denise's Vision for the Future of the Trades Industry
• 36:00 - Key Takeaways and Actionable Advice for Aspiring Leaders

Guest Details: Denise Swafford

• Title: Chief Commercial Officer at P1 Service Group
• Background: Denise Swafford is a seasoned leader with extensive experience in the trades industry. She rose through the ranks, starting in the call center and progressing to various leadership roles before achieving her current position. Denise is a strong advocate for women in the trades and is passionate about fostering a culture of growth and development within organizations.

Relevant Links:

• Catalyst for the Trades Podcast
• P1 Service Group
• CI Web Group
• The Opus and Golds Group

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Timestamps:

• 00:00 - Introduction and Guest Background
• 05:15 - Ray's Transition from Navy Veteran to Plumbing Entrepreneur
• 10:30 - The Importance of Mentorship and Support Systems
• 15:45 - Building a Strong Team and Company Culture
• 20:00 - Overcoming Challenges and Embracing Growth
• 25:30 - The Power of Customer Service and Building Trust
• 30:45 - Ray's Vision for the Future of New Jersey Pipe Doctor
• 35:00 - Key Takeaways and Actionable Advice for Aspiring Entrepreneurs

Guest Details: Ray Reyes

Title: Founder and Owner of New Jersey Pipe Doctor

Background: Ray Reyes is a former Navy veteran who transitioned into the plumbing industry after his military service. He is the founder and owner of New Jersey Pipe Doctor, a leading plumbing company serving residential and commercial clients. Ray is passionate about building a strong team, providing exceptional customer service, and giving back to his community.

Relevant Links:

• Catalyst for the Trades Podcast
• New Jersey Pipe Doctor
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps: 

00:00 - Welcome and Introduction: Jennifer and Chuck welcome listeners and set the stage for the episode.

02:22 - The Importance of Building with a Sale in Mind: Insight into why businesses should be built as if they are going to be sold.

05:40 - Learning from Rapid Exits: Chuck shares a compelling story of a business built and sold in just 4.5 years.

11:04 - Financial Readiness and Clean Books: Discussion on tax planning and profitability as pillars of a business.

15:28 - Operational Efficiency: The necessity of documented processes and strong system implementation.

19:23 - Marketing, Branding, and Customer Base: Building a strong brand and a loyal client base for business sustainability.

23:12 - Team Development and Retention: Importance of surrounding yourself with talented and trained individuals.

28:45 - Preparing for Due Diligence: Steps to ensure your business is prepared for potential buyers' scrutiny.

35:00 - Personal Stories and Lessons Learned: Chuck and Jenn reflect on their business journeys and the lessons they've learned.

Relevant Links: 

Catalyst for the Trades
CI Web Group
Opus and Golds

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

• 00:00 - Introduction:
  Jennifer Bagley introduces the podcast and welcomes guests Darren Dixon and George Donaldson.
• 00:01:07 - Technology and Consumer Change:
  Discussion on AI-driven changes affecting search engines and consumer behavior.
• 00:04:19 - Darren's Perspective:
  Insights on market trends and the importance of understanding consumer distribution.
• 00:09:10 - George on AI Evolution:
  Reflection on AI’s impact within the industry and its rapid integration.
• 00:17:23 - Authentic Consumer Experience:
  Highlighting the necessity to avoid traditional sales techniques and focus on genuine customer engagement.
• 00:29:24 - Industry Challenges and Opportunities:
  Exploration of the changing landscape, driven by new large-scale market entrants.
• 00:48:19 - Subscription Models and Market Strategy:
  Analysis of emerging trends in consumer subscriptions and long-term planning.
• 00:54:22 - Strategic Action Plans:
  Final thoughts on the urgency of evolving marketing strategies and operational models.

Guest Details:

• Darren Dixon:
  CEO and founder of fyxify, Darren brings forward-thinking insights into leveraging AI and platform-based models for business growth.
• George Donaldson:
  CEO of Fix-It Group, George shares his vast experience in creating consumer-centric service models and maintaining market relevance.

Relevant Links:

• fyxify
• Fix-It Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

• 00:00 - Introduction
  Jennifer Bagley welcomes listeners and introduces her guest, Trey McWilliams.
• 01:09 - Background
  Trey shares his journey from growing up in the trades to leading his family business.
• 02:02 - Business Expansion
  Discusses the growth of McWilliams & Sons and the establishment of Blue Cardinal Group.
• 03:46 - Decision-Making Process
  Insights into why building a platform with a private equity partner was the chosen path.
• 07:51 - Leadership Challenges
  The balance of running the business and managing operational and financial complexities.
• 10:32 - Lessons Learned
  Trey's reflections on financial accountability and leadership development.
• 17:13 - People First Approach
  How focusing on people and culture drives long-term business success.
• 21:10 - Transitioning Leadership
  Discussing the potential paths for business owners considering future transitions.
• 27:46 - Setting Up for Success
  The importance of clear expectations, communication, and accountability.
• 33:19 - Options for Growth
  Exploring strategic partnerships and reinvestment for business expansion.
• 40:44 - Emotional Journey of Change
  Navigating the emotional aspects of business transitions and partnerships.
• 46:26 - Closing Remarks
  Jennifer and Trey recap key takeaways and encourage proactive business management.

Guest Details:

Trey McWilliams

• Title: CEO of McWilliams & Sons, Founder of Blue Cardinal Home Services Group
• Background: As a third-generation leader in the home services industry, Trey has successfully expanded his family's business through strategic partnerships and acquisitions while focusing on cultivating leadership within his organization.

Relevant Links:

• McWilliams & Son
• Blue Cardinal Home Services Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

00:00 – Introduction by Hosts Jennifer Bagley and Chuck Staszkiewicz
00:45 – Meet Mark Evans: Background and Business Journey
03:10 – The Mindset Shift Required for Wealth Building
08:30 – How to Scale a Business Without Losing Control
14:50 – Key Financial Strategies for Trade Business Owners
21:15 – Common Pitfalls to Avoid in Wealth Management
28:40 – Real Estate and Passive Income for Trades Professionals
34:55 – Building a Legacy Through Smart Business Decisions
40:20 – Mark’s Advice for Entrepreneurs Looking to Achieve Financial Freedom
47:15 – Closing Thoughts and Where to Find Mark Evans

Guest Details:

Mark Evans
Title: Entrepreneur, Investor, and Wealth-Building Mentor
Background: Mark Evans is a highly successful entrepreneur and real estate investor with a strong track record in building and scaling businesses. He is passionate about helping business owners in the trades create long-term wealth through smart investments, business optimization, and financial education.

Relevant Links:

• Mark Evans’ Website

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

• 00:00
  - Introduction by Hosts Jennifer Bagley and Chuck Staszkiewicz
• 00:31
  - Introducing Guest George Donaldson: Achievements and Background
• 02:34
  - Importance of Exit Strategies in Business
• 05:29
  - Leadership vs Management in Scaling a Business
• 12:18
  - Attributes of a Scalable Business Model
• 17:21
  - Options for Business Owners Considering to Sell or Partner
• 22:46
  - Real-world Examples and Success Stories
• 33:56
  - Key Metrics for Evaluating a Home Services Business
• 35:07
  - Tips for Smaller Businesses to Prepare for Growth
• 45:15
  - Avoiding Common Pitfalls during Acquisitions
• 51:12
  - Closing Thought and How to Reach George Donaldson

Guest Details: George Donaldson

• Title:
  CEO of Fix-It Group
• Background:
  George is recognized for his exceptional ability to take home service companies to new heights, evidenced by his remarkable achievement of growing Fix-It Group from $1.7 million to $100 million in just seven years. Known for his expertise in business scaling, leadership, and strategic partnerships, George continues to provide mentorship and guidance to countless entrepreneurs in the industry.

Relevant Links:

• Fix-It Group

 Enjoyed this episode? Make sure to subscribe to "Catalyst for the Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with fellow trades professionals to help them scale and optimize their businesses. Don't forget to leave a comment or question for George Donaldson and stay tuned for more actionable insights in our next episodes.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

• 00:00 - Introduction:
  Jennifer Bagley welcomes listeners and introduces special guest Josh Koplin.
• 04:30 - Meeting at Industry Events:
  Background on the hosts' connection and shared experiences.
• 08:20 - Evolution of Eden:
  Josh shares Eden's mission and innovations in the HVAC sector.
• 12:15 - Importance of Convenience in Business:
  Josh explains how convenience translates to respecting customer time.
• 16:45 - Disruptive Models:
  Jennifer discusses Tesla’s streamlined buying process and its implications.
• 19:32 - Consumer Research Trends:
  Analysis of statistics indicating a shift towards self-research and seller-free experiences.
• 24:10 - Digital Content Strategies:
  Josh emphasizes the necessity of robust digital presence for modern businesses.
• 30:50 - AI Search Impact:
  Discussion on how new AI search platforms redefine business visibility.
• 35:20 - Case Study - HVAC:
  Example of a ductless dealer benefitting from AI-enhanced search.
• 40:45 - Eden’s Consumer Experience:
  How Eden provides comprehensive, instant quotes and rebates to customers.
• 45:00 - Financial Incentives:
  Importance of highlighting available rebates and incentives.
• 50:20 - Digital Sales Tools:
  Using AI-driven tools to enhance the consumer buying experience.
• 55:32 - Adapting to Consumer Behavior Shifts:
  Strategies for businesses to match current consumer preferences.
• 1:00:45 - Industry Transformation:
  Parallels between today's digital evolution and past technological shifts.
• 1:05:35 - Future Collaboration:
  Jennifer invites Josh to an upcoming webinar for further insights.

Josh Koplin Co-Founder & Chief Revenue Officer (CRO) of Eden Josh Koplin, combines a background in renewable energy finance with a passion for innovation to help HVAC contractors thrive. By developing tools like Instant Quote, Josh is shaping how contractors meet the expectations of modern homeowners with transparency, incentives, and cutting-edge technology.

• EDEN
• Pivot or Die by Gary Shapiro
• Gartner B2B Buying Report
• Catalyst for the Trades

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps: 00:00 - Introduction
Welcome by Jennifer Bagley and Crystal Williams, introduction of guest Sebastian Jimenez.

04:16 - Comedy and Entrepreneurship
Sebastian parallels his experience in stand-up comedy with tech entrepreneurship's iterative nature.

09:32 - Passion for Tech
Sebastian discusses his journey from curiosity in tech to founding his own company, Rilla.

15:22 - Rilla's Culture Deck
Explanation of Rilla’s "high speed human reinforcement learner" approach to company culture.

22:45 - Importance of Failure
Highlighting the value of trial and error, and learning from failures.

30:00 - AI at Rilla
How AI amplifies the learning and rapid iteration processes within Rilla.

35:15 - Sales Team Dynamics
Insights into employing and training recent graduates in a fast-paced, adaptive environment.

41:55 - Entrepreneurship Advice
Sebastian shares his mother’s reaction and advice on starting his company, relating to stand-up comedy.

49:20 - Industry Insights
The changing landscape of the home improvement industry and the significance of tech adoption.

56:10 - Overcoming Resistance
Addressing the reluctance of contractors and businesses to embrace disruptive technologies.

1:02:30 - Strategic Innovation
The necessity of early technology adoption to avoid obsolescence, with historical examples like Blockbuster and Apple.

1:09:55 - Closing Remarks
Call to action, reflections, and encouragement to embrace change and innovation.

Guest Details: 

Sebastian Jimenez
CEO of Rilla

Background: An aspiring stand-up comedian turned tech entrepreneur, Sebastian Jimenez brings a unique perspective to innovation and company culture, emphasizing the importance of failure, real-world learning, and rapid iteration.

Relevant Links:

• Rilla: rilla.com

 Enjoyed this episode? Make sure to subscribe to The Catalyst for the Trades on Spotify, Apple Podcasts, or your preferred platform. Share this episode with fellow professionals, and join the conversation by leaving your comments and feedback. Stay tuned for more insights on technology, innovation, and business growth.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps: 

00:00 - Introduction: Welcome by Jennifer Bagley and Crystal Williams, introduction of guest Brigham Dickinson.

03:45 - Commitment and Accountability: Jennifer underscores the importance of recognizing data needs and accountability in business.

08:22 - Training and Culture: Crystal discusses building a culture of growth with effective training.

13:05 - Customer Experience: Brigham explains how CSRs can enhance customer value and build relationships.

18:37 - Data Trust and AI: Jennifer talks about trusting AI over manual data for accurate customer insights.

23:10 - Value vs. Price: Brigham reflects on how questions about price can indicate a search for value differentiation.

28:56 - Role of CSRs: Crystal emphasizes valuing CSRs and their crucial role in customer satisfaction.

34:22 - Financial Impact of Improved Booking Rates: Brigham demonstrates how improving call booking rates can boost revenue significantly.

41:35 - Case Study: Booking Rates and Revenue: Jennifer shares a comparison between two companies emphasizing the importance of efficient lead handling.

47:42 - Constant Optimization: Suggestion on monitoring and optimizing booking processes regularly.

52:15 - Transitioning CSRs to Outbound Calls: Brigham’s strategy for leveraging early sales successes for outbound calling.

58:50 - Overcoming Service Fee Objections: Discussing value provided by trained technicians and company reputation.

1:05:30 - Training and Engaging CSRs: Importance of CSR training, positive reinforcement, and performance incentives.

Guest Details: Brigham Dickinson 

Title: President of Power Selling Pros 

Background: Brigham Dickinson is the founder of Power Selling Pros, specializing in training customer service reps to deliver exceptional experiences and drive booking rates. As a leader, speaker, and author, he’s dedicated to helping home service businesses turn their call centers into profit centers.

Relevant Links: 

Power Selling Pros

What Converts

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps: 

00:00 - Introduction : Jennifer Bagley opens with a light-hearted joke about Biggie or Tupac music, introduces the episode.

02:05 - Devon Murphy's Background : Devon shares his entrepreneurial journey and the foundation of Reignite Sales Solutions.

08:30 - Tactical Business Processes : Jennifer underscores the importance of goal setting, asking the right questions, and maintaining accountability.

12:15 - Starting Small with Initiatives : Devon advises starting with small, manageable initiatives to improve accountability.

17:45 - Professional Development : Discussion on creating book clubs or leadership meetings to foster potential leaders.

22:30 - Creating a Culture of Openness : Jennifer and Devon discuss fostering a culture where employees feel safe to speak up.

28:10 - Embracing Technology : Jennifer advocates for adapting to technological changes to avoid business stagnation.

36:05 - Effective CRM Usage : The conversation turns to maximizing CRM capabilities and leveraging data effectively.

42:20 - Integrity in HVAC Work : Devon emphasizes the importance of integrity and expertise in his business practices.

47:30 - Automation and Streamlining : Discussion on utilizing automation (ADD: Automate, Delegate, Destroy method) to enhance business efficiency.

54:00 - Outbound Marketing Success : A success story on how direct outreach significantly increased a company's revenue.

1:02:15 - AI Agents and Call Center Evolution : Potential of AI agents to replace traditional call centers and the importance of repeatable processes.

1:08:40 - Call Recording and Data Utilization : Exploring the divide between companies on utilizing call data for business insights.

1:14:20 - Focusing on People, Process, and Cash Flow : Devon emphasizes prioritizing these areas over traditional marketing metrics.

1:21:00 - The Future of Websites and Technology : Jennifer discusses the potential shift from traditional websites to AI-driven content delivery networks.

1:28:30 - Important of Databases and Reviews : Highlighting the need for a strong database and collecting positive reviews.

1:33:45 - Encouraging Feedback : The podcast encourages listeners to provide feedback and reach out for assistance.

1:35:00 - Closing Remarks : Final reflections and a call to action to engage with the Catalyst Podcast community.

Guest Details: 

Devon Murphy
Founder of Reignite Sales Solutions

Background: Devon Murphy, co-owner of Reignite Sales Solutions, helps contractors optimize sales and operations with proven frameworks. Drawing on data-driven strategies, he empowers teams to improve performance, master local marketing, and achieve measurable results.

Relevant Links: Reignite Sales Solutions

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps: 

00:00 - Introduction: Jennifer Bagley welcomes listeners and introduces guest Dwight Miller.

04:30 - Aligning with Partners: Importance of choosing vendors and partners with shared goals and values.

08:45 - The Value of Coaches: How hiring coaches can help identify and address personal blind spots.

14:20 - Dwight's Success Story: Dwight shares his journey of losing 30 pounds by setting clear goals and tackling challenges systematically.

20:50 - Setting 2025 Goals: Jennifer emphasizes breaking down annual goals into 90-day actionable tasks.

27:15 - Importance of Regular Scorecard Updates: Jennifer’s story of effective scorecard updates and tracking progress.

34:40 - Efficient Meetings and the L10 Meeting Structure: Dwight explains how to maintain meeting efficiency to focus on revenue-generating activities.

42:30 - Implementing EOS: Steps for businesses to adopt EOS and the role of an implementer in facilitating the process.

49:15 - Accountability and Team Growth: Discussion on assigning clear accountability within departments and its positive impact on performance.

56:10 - Leadership and Continuous Improvement: Dwight and Jennifer emphasize the journey of continuous improvement and the challenges of letting go and trusting the team.

Dwight Miller
EOS Implementer

Background: Dwight Miller, Professional EOS Implementer® and former business owner, scaled his company to $15M in four years. Now, he helps leadership teams simplify operations, drive accountability, and achieve lasting success using EOS.

Relevant Links:

• Entrepreneurial Operating System (EOS)
• Scorecard System
• L10 Meeting Structure

Enjoyed this episode? Be sure to subscribe to the Catalyst for the Trades Podcast on Apple Podcasts, Spotify, or your favorite platform. Share this episode with fellow entrepreneurs and business owners, and stay tuned for more insights and strategies to drive your business forward. Don't forget to comment below and let us know your thoughts and experiences!

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Timestamps:

• 00:00 - Introduction:
  Welcome by Jennifer Bagley, introductions of guests Mary Belden McGrath and Eric McGrath.
• 03:15 - Driven Leadership Philosophy:
  Mary explains the focus on empathy, emotional intelligence, and confidence in leadership.
• 08:30 - Tangible Outcomes in Business:
  Eric elaborates on how Driven Leadership enhances personal development and business productivity.
• 13:20 - Bold Training Impact:
  Jennifer shares her transformative experience and its effect on her company.
• 19:45 - AI and Process Evolution:
  How Bold training and AI led to new operational models and capabilities.
• 27:10 - Leadership Development:
  Importance of team training in problem-solving and communication for effective meetings.
• 33:50 - Encouraging Innovation:
  Discussing psychological safety and open idea-sharing in leadership.
• 40:25 - Organizational Values and Recruitment:
  Eric on hiring and promoting based on alignment with values.
• 48:00 - Personal Growth and Accountability:
  Jennifer talks about self-awareness in leadership and the importance of feedback.
• 54:35 - Navigating Change:
  Mary on overcoming fear and viewing adversity as growth opportunities.
• 1:02:00 - Future of AI in Industries:
  Predictions on AI integration in service-oriented businesses.
• 1:09:15 - Historical Leadership Styles:
  Eric compares past autocratic models to current needs for adaptability and collaboration.
• 1:15:45 - Closing the Gap in Leadership Styles:
  Mary and Eric discuss complementary strengths and partnership dynamics.
• 1:23:30 - Call to Action:
  Inviting listeners to engage in leadership development opportunities and upcoming events.

Guest Details:

• Mary Belden McGrath is a high-energy public speaker, leadership and business consultant, trainer, and author with over 25 years of experience. Known for inspiring fearless growth and challenging the status quo, she designs Experiential Learning Programs geared toward leadership, management, sales, and communication. 
• Eric McGrath With over 20 years of experience, Eric is a born leader, entrepreneur, and competitor specializing in multi-phase employee engagement programs. Eric facilitates leadership and management development, driving exceptional results for his clients.
• Relevant Links:
  • Driven Leadership
  • "Start With Why" by Simon Sinek
  • “Outliers: The Story of Success” by Malcolm Gladwell

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.