<description>&lt;p&gt;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.&lt;/p&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;00:00&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;The Importance of Client Empowerment&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;06:03&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Marketing as the Foundation of Success&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;11:53&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Managing Seasonality in Business&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;14:59&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Investment Strategies Post-Exit&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;22:28&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Creative Financing and Collaboration&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;31:14&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Market Entry Strategies and Performance Metrics&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;36:27&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Marketing and Brand Recognition&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;39:06&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Sales Techniques and Customer Engagement&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;49:19&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;The Power of Personal Branding&lt;/span&gt;&lt;/div&gt; &lt;div class="MuiBox-root css-4cps79"&gt;&lt;span class= "MuiTypography-root MuiTypography-helper css-v8n4dg"&gt;55:16&lt;/span&gt; &lt;span class= "MuiTypography-root MuiTypography-bodyMedium css-9y6kil"&gt;Sales Strategies and Growth Goals&lt;/span&gt;&lt;/div&gt;</description>

The Home Service Expert Podcast

Tommy Mello: $200 Million Founder|Forbes, Inc., Entrepreneur Columnist

Marketing, Sales, Capacity Planning, and Scaling Home Services with Ismael Valdez

FEB 23, 202668 MIN
The Home Service Expert Podcast

Marketing, Sales, Capacity Planning, and Scaling Home Services with Ismael Valdez

FEB 23, 202668 MIN

Description

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