The Home Service Expert Podcast

Tommy Mello hosts a Super Bowl day episode of The Home Service Expert with Ismael Valdez, founder of VE and NextGen (Anaheim), discussing how to scale home service businesses through disciplined marketing, sales process mastery, and operational execution. Ishmael explains how he would evaluate investing in a $20M company by first assessing the energy and leadership of the C-suite/upper management, then reviewing data systems like CRM/ServiceTitan and financials, contrasting this with smaller $4 - $5M owner-driven businesses. They discuss the importance of competitiveness, infrastructure, and recruiting, and Tommy's focus on lead generation and funnel math (booking rate, cancellations, conversion rate), including capacity planning, overstaffing with outbound to fill boards, and lowering cancellations driven by response time. Ishmael emphasizes three core departments: marketing, sales, and operations/customer fulfillment, and argues many operators underperform in marketing and sales. 00:00 The Importance of Client Empowerment 06:03 Marketing as the Foundation of Success 11:53 Managing Seasonality in Business 14:59 Investment Strategies Post-Exit 22:28 Creative Financing and Collaboration 31:14 Market Entry Strategies and Performance Metrics 36:27 Marketing and Brand Recognition 39:06 Sales Techniques and Customer Engagement 49:19 The Power of Personal Branding 55:16 Sales Strategies and Growth Goals

In this conversation, Tommy Mello and Brian Sooy discuss the critical aspects of branding, marketing, and leadership in the home services industry. They explore the importance of clarity in branding, the need for differentiation in a competitive market, and the balance between branding and direct response marketing. Brian shares insights on creating memorable customer experiences, the role of storytelling in branding, and the significance of data-driven decision-making. They also touch on building a strong company culture and the mindset of ownership that can drive success in business. 00:00 The Importance of Branding and Leadership 05:52 Clarity in Branding and Customer Connection 12:04 Specialization in Home Services Marketing 17:50 Differentiation in a Competitive Market 23:56 The Balance of Branding and Direct Response 30:07 Creating Memorable Customer Experiences 35:53 The Role of Storytelling in Branding 42:04 Data-Driven Decision Making in Marketing 47:54 Building a Strong Company Culture 53:55 The Mindset of Ownership in Business

In this conversation, Tommy Mello interviews Benjy, a data analytics expert, discussing the critical role of data in AI and marketing. They explore how businesses can leverage customer data for targeted marketing strategies, the importance of consistent marketing efforts, and the future implications of AI on the workforce. Benjy shares insights on understanding customer personas and the necessity of viewing marketing as an investment rather than a cost. The discussion also touches on the evolving landscape of AI and its potential impact on human roles in various industries. 00:00 The Importance of Data in AI 01:30 Benjy's Journey into Data Analytics 02:43 The Excitement of AI and Data Lakes 03:56 Leveraging Customer Data for Business Growth 05:02 Targeted Marketing Strategies 06:22 Neighborhood Targeting and Data Utilization 08:04 The Power of Consistent Marketing 10:16 Marketing as an Investment 12:57 The Future of AI and Human Adaptation 15:05 The Role of Data in Consumer Confidence 17:16 Optimism and Concerns about AI's Impact 18:14 Understanding Your Ideal Client

In this episode, Tommy Mello interviews Zach Deering, co-founder of Mantle, an AI-powered sales platform for home services. They discuss the evolving landscape of home services, the importance of creating a shopping experience for homeowners, and how technology can enhance sales processes. Zach shares insights from his background at Amazon and McKinsey, emphasizing customer obsession and the need for simplicity in business. The conversation also touches on generational differences in shopping behavior, the role of financing in home services, and the future of AI integration in the industry. Learn more about Mantel: www.usemantel.com Mantel Homeowner Shopping Attitudes Report https://www.usemantel.com/survey 00:00:00 Cold Open 00:00:06 Title Sequence 00:00:26 Show Notes VO 00:01:11 Intro Into Interview 00:26:02 Insertion 00:27:04 Interview Resumes 00:57:45 Outro

In this conversation, Vince Nardo shares his extensive experience in the home services industry, discussing the challenges and strategies involved in breaking into new markets, the complexities of private equity, and the importance of grassroots marketing. He emphasizes the need for a strong company culture, effective marketing strategies, and team alignment to drive growth. Vince also reflects on the significance of recognizing and retaining talent, as well as the importance of having a plan for life after selling a business. 00:00 Breaking into New Markets 02:04 Vince Nardo's Journey in Home Services 05:36 The Challenges of Private Equity 10:06 Grassroots Marketing Strategies 12:54 Establishing a Strong Business Foundation 17:22 The Importance of Culture in Business 23:44 Marketing as the Core of Business Success 30:05 Aligning Teams for Growth 37:29 Recognizing and Retaining Talent 53:21 Life After Selling a Business