Jon Torrey is the co-founder and Director of Marketing at SearchLight, a data and analytics company in the Home Services vertical. SearchLight first started as a digital marketing agency, but realized there were gaps with accurately tracking revenue generated by various marketing channels. The team and company fully pivoted into developing this software and have spent the last half-decade building their solution from the ground up specifically for trade businesses.

In today's interview, Jon dives into:

• Why you don't need more leads.
• How to close more unsold estimates.
• What metrics you need to be tracking.
• Why you might have a sales problem and not a lead problem.

Ready to get your business financially on track? Book a call with me today to learn how a CFO can transform your business: https://thebluecollaradvisors.com

David Moerman is founder at Home Service Business Coach which has impacted 100’s of home service entrepreneurs around the world. He is also the Owner at Revive Services, which is his home service business that runs with a management team. Outside of business Dave enjoys spending time with his wife Alex and son Beckham and going on walks with his golden retriever, Charlie.

In today's interview, Paul and David chat about:

1. • Getting off the truck
   • Getting out of the office
   • Recruiting great people to run the business.
   • Most common mistakes trades business owners make.

Ready to get your business on track financially? Book a call with me today to learn how a CFO can help you achieve your goals: https://thebluecollaradvisors.com/call/

In this week's podcast, Paul hosts his monthly solo show where he shares with you the #1 reason businesses in the trades fail...AND the five things you can do today to prevent it.

As an outsourced CFO, Paul's #1 job is to help his client create consistent, positive cash flow so they can achieve their personal and professional goals.

Unfortunately, most business owners in the trades never end up achieving their goals.

They lack the knowledge and confidence in navigating their financial future as they are experts in the trades.

Every blue collar business owneer believes they should have more time, more freedom AND more money in the bank.

Paul agrees! Which is why in today's episode he gives you FIVE things you can do today, to avoid failure and start improving your cash flow.

Don't wait another day to start achieving more money, time and freedom. Schedule a call today and receive a complementary financial assessment of your business: https://thebluecollaradvisors.com/call/

Brad is one of the founders at ZyraTalk. They've been in the automation and AI space for nearly 10 years now. They got their start by automating chat on home service business websites and work with over 5,000 customers. Last year they rolled out an AI voice product that many businesses call their AI CSR to handle overflow and afterhours calls. Some even use the AI as their first line of defense. They're approaching over 1,000 customers using their AI CSR and are handling 10s of thousands of calls per week.

In today's interview, we focus on:

• How AI voice can improve your client experience.
• The #1 goal of AI voice.
• How to turn your CSR's into revenue generating machines.
• The future of AI in the trades.

To continue the conversation with Paul, go to https://thebluecollaradvisors.com/call/

Tom Casey is 3rd generation SOB aka son of a boss. Most awarded contractor in the country with more Quality Home Comfort and Design Build awards than anyone. 2022 Contracting HOF. 2001 Residential Contractor of the Year. Now with The Best Postcards. Happily married for 25-years with 3 grown children and the 1st grandchild on the way.

In today's interview we go deep into:

• Why direct mail isn't dead.
• How to diversify your marketing budget properly.
• Who should be in charge of your marketing.
• The importance of branding and repetition.
• Creating a marketing strategy that works for your size business.
• Why listening into your call center will unlock hidden revenue.

To continue the conversation with Paul, go to: https://thebluecollaradvisors.com/call/

Danielle Putnam is President of The New Flat Rate.

As a serial entrepreneur, Putnam enjoys building and growing The New Flat Rate, coaching, and sharing best practices with other small business owners and dabbling in multi-unit rental properties.

She is also honored to serve as an advisory board member for Women in HVACR and board member for the EGIA Foundation to help promote more women in the industries.

Outside of the office, she loves spending time with her husband cheering him on as he remodels historic homes and hiking with their four young children.

In today's interview, we talk about:

• Why menu pricing serves the client better.
• Why you should take payment before starting work.
• How to get your service techs to discuss replacement.
• Why it's your technicians responsibility to discuss all the issues they discovered in the home.
• Asking your client "what should we do?"

To continue the conversation with Paul, go to https://thebluecollaradvisors.com/call/

In this week's podcast, Paul hosts his monthly solo show where he dives into the first step he takes with every client he works with.

As an outsourced CFO, Paul's #1 job is to help his client create consistent, positive cash flow so they can achieve their personal and professional goals.

Unfortunately, most business owners in the trades have never clearly defined success.

Their first goal was "to not work for someone else".

Their next goal once the business takes off is "to survive and hopefully sell one day."

In this week's episode, Paul dives into how to "start with the end in mind" so we know exactly what our destination is.

When we know where we are going, we can make a much better plan...and have a lot more fun on the journey.

To book a free call with Paul, visit: https://thebluecollaradvisors.com/call/

Lynn Wise serves as the Founder of Contractor in Charge and the author of Build It, Grow It, Sell It! Nine Steps to a Thriving Contracting Business. With a solid reputation for excellence that was built over the course of the past 35 years of successful ownership of multiple small businesses, including a plumbing and heating repair and remodeling company, Lynn also has been recognized for her 20 years of achievement in corporate sales and management.

In today's episode, we dive into:

• Why you need to eliminate 70% of your inbound calls.
• How to properly set up your call center.
• The four main types of phone calls you need a strategy for.
• How you can leverage AI to better serve your clients.

To book a free call with Paul, visit: https://thebluecollaradvisors.com/call/