This is first episode in a mini series introducing the DFS (Dedicated Field Support) program designed to develop field professionals and offer support so they can deliver the best quality service to our customers.

From onboarding to daily interactions, and from tailored coaching to intentional competency-building, we'll uncover how DFS not only enhances our team's skills but also strengthens our culture of genuine care and customer service.

Whether you're a leader looking to innovate or simply curious about new ways to drive excellence, this episode is packed with insights and practical advice you won't want to miss. Let's get started!

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Chad Peterman | CEO | Author

Peterman Brothers Website
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Learn how mastering your mindset can create a ripple effect of positive influence in your life and business. Today we welcome a special guest, Nikki Lewallen Gregory, CEO of People Forward Network.

Nikki shares insights from her career in mental health therapy, sales, and entrepreneurship, focusing on employee engagement and meaningful work.

Learn about the significance of an abundance mindset, simplifying business practices, and fostering values-aligned partnerships. Prioritize developing your leadership skills to drive your team and business forward.

Additional Resources:
Chad on LinkedIn
Nikki Lewallen Gregory LinkedIn
Chad Peterman | CEO | Author Peterman Brothers Website
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In this insightful episode host Megan Bedford sits down with Brigham Dickinson, president of Power Selling Pros and founder of the Power Certification program, to discuss growth strategies for the home services industry.

Brigham reveals actionable tactics to boost contractor revenue by engaging customer service representatives (CSRs) more actively in the sales process.

Key highlights include transitioning CSRs from merely booking calls to influencing buying decisions, aiming to increase call conversion rates dramatically—from a 42% industry average to a potential 85%.

He emphasizes the transformative impact of the right mindset, the importance of creating a comfortable environment for customers, and the role of advanced tools like Rilla technology in CSR training.

The episode delves into investing in CSR training, handling price objections, and the benefits of delegating phone answering to third-party services for small businesses.

Additional Resources:

Brigham Dickinson on LinkedIn
Power Selling Pros

Chad on LinkedIn
Chad Peterman | CEO | Author
Peterman Brothers Website
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Learn More About CAMP Digital

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Join us for this popular re-released episode! Mike Zuidema is a Biostatistics graduate with a background in research, the medical industry, and pharmaceuticals. In his role at Peterman Brothers, Mike has been instrumental in setting up the data infrastructure and streamlining access to information and he joins Chad Peterman to share how data-driven decision-making is crucial for business success.

Chad and Mike discuss the challenges of accessing and interpreting data within the home services industry, as well as the importance of having a centralized source of truth. They also highlight the transformative power of data in pricing and understanding key metrics. Tune in to this episode to gain insights on leveraging data to generate revenue and save costs.

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Chad on LinkedIn
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Peterman Brothers Website
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Summer in the HVAC industry comes with its own hurdles. Experience Matters host Andy Fuselier sits down with Josh Kelly, a renowned figure in the home services and HVAC industry. From navigating the high profitability and challenges of the summer season to the critical need for constant learning and adaptation, Josh shares valuable insights for entrepreneurs and business leaders.

They delve into the importance of timely preparation, team culture, and maintaining efficiency during peak months. Josh emphasizes the significance of accountability and the value of split-unit growth strategies used by Roto-Rooter, alongside the necessity of documenting business issues and solutions.

Key topics in this episode include the critical role of one-on-one relationships with team leaders, the importance of positivity and system improvements, and the process of habit-building for sustained customer relationships.

Listen for actionable strategies for marketing, hiring, and capacity management tailored to the summer's high demands. Tune in for a deep dive into the operational and strategic facets of thriving in the HVAC industry.

Josh Teekell and Andy Fuselier from SmartAC.com are revolutionizing the way we think about HVAC and plumbing through technology.

Additional Resources:
Chad on LinkedIn
Chad Peterman | CEO | Author
Peterman Brothers Website
Connect with Andy Fuselier
Connect with Josh Teekell
Learn more about SmartAC.com
Josh Kelly on LinkedIn
Clover

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Key topics include the transformative power of mindset in business, the necessity of eliminating ineffective practices, and the importance of prioritizing people over things in in-home service experiences.

Learn about Joe's bestselling book, "Service MVP," which serves as an essential playbook for service managers and customer service personnel. The book covers vital subjects such as client connection, system diagnosis, and project management, and it has already impacted over 5,000 professionals. They also discuss the comprehensive coaching programs offered by Service MVP, which have benefited over 33,000 companies across various industries.

This episode is a treasure trove of advice for anyone looking to grow their business through continuous learning, effective training, and a people-first approach.

Additional Resources
Chad on LinkedIn
Chad Peterman | CEO | Author Peterman Brothers Website
Joe Crisara on LinkedIn
Service MVP Book
Service MVP coaching
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David Zhao, Co-Founder of Pika, envisions a better front office experience for contractors. An advocate for single platforms like SurfaceTime for field work and Pika for home use, David sits down with host Chad Peterman to explore the transformative role of technology in the residential services industry. Throughout the conversation, Chad and David highlight the importance of efficient software, the challenges of sales presentations, and the need for proactive engagement with customers. Get an introduction to Pika's innovative features, such as a sales presentation tool for customized in-home visits, end-to-end white glove rebate management, and automated note-taking. Together, they discuss the significance of seamless integration with existing systems like ServiceTitan, the impact of data in sales and customer presentations, and the increasing costs of online leads in the HVAC industry. Tune in to learn more about leveraging technology for growth.

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Chad on LinkedIn
David Zhao LinkedIn Pika
Peterman Brothers Website
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Chad Peterman is joined by industry veterans Eric Howarth, GoodLeap, and Ken Goodrich, Goettl, to discuss the transformative power of consumer financing in HVAC businesses. Eric and Ken delve into the effectiveness of consumer financing and how it can revolutionize sales growth, drawing examples from successful companies like Renewal by Anderson, Essler Group, and Moore Group.

The conversation covers a spectrum of financing strategies, including using fixed-rate long-term loans and no interest, no payment options to alleviate customers' "cash separation anxiety."

Additional Resources
Chad on LinkedIn
Chad Peterman | CEO | Author
Eric Howarth on LinkedIn
Ken Goodrich on LinkedIn
Peterman Brothers Website
Learn More About GoodLeap
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