BooXkeeping: Franchising an Unsaturated Market

Adam Bensman, the “Roof Strategist” created the Roofing and Solar Reform Alliance to tackle the deep corruption and fraudulent practices he discovered when he first joined the roofing industry. The RSRA is a membership-based alliance that brings together hundreds of roofers who pledge to fight corruption and bring a new level of service to the industry. However, Adam needs help expanding this alliance and is looking to Nick and Jay for help. From expanding the membership base to tackling the often time-consuming customer service aspect of the alliance, a lot is about to be optimized in this latest episode of The Optimize Podcast.In this episode, we help Adam:Shift his business model to open up new opportunities to gain more membersCreate and support a new revenue streamAutomate the time-consuming customer service departmentLearn more about Adam:Matt Eller LinkedIn: https://www.linkedin.com/in/roofstrategist/Roofing & Solar Reform Alliance Website: https://www.rsra.org/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show. ®

Matt Eller is the founder of Pro Commercial, a leading building consulting and construction company specializing in restoration projects for buildings damaged by fire, floods, and even tornadoes. What sets Matt's company apart is its dual role in both consulting and construction. However, Matt faces a challenge: converting consultations into construction projects, as insurance companies often make the final decisions. That’s where Nick and Jay come in, from strategies to become the top choice for insurance companies to leveraging AI for cost estimates, Matt leaves this conversation with a wealth of ideas to enhance Pro Commercial's business model.In this episode, we help Matt:Develop a new strategy to increase the conversion rate of consulting jobs to construction projectsUse AI to create construction cost estimates for better bids.Productize aspects of construction to reduce consulting time and increase profit margins.Learn more about Matt and his company:Matt Eller LinkedIn: https://www.linkedin.com/in/matt-eller-42960211/Pro Commercial Website: https://pro-commercial.com/home/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show. ®

Justin Bartley is the President of Next Door & Window Company, based in Chicago. It’s an age-old business model, installing and fixing windows and doors, and whilst Justin and his team have found success, they are sure there’s more they could be doing to increase leads and expand their business into multiple locations. That’s where Nick and Jay come in, from strategies to implement multiple referral systems that cost nothing to creating partnerships with other home improvement companies, Justin leaves this conversation with a bucket load of ideas that are sure to generate more leads and open the door to more business. In this episode, we help Justin:Create partnerships with companies to increase referrals and open up new territories.Implement new marketing strategies to open up an untapped customer base.Develop a new strategy for his salespeople to generate income multiple times, instead of just having single-transaction customers.Learn more about Justin and his company:Justin’s LinkedIn: https://www.linkedin.com/in/justin-bartley-a09a7a48/Next Door & Window Company Website: https://nextdoorandwindow.com/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show. ®

Sasha Tripp is the owner of Story House Real Estate, a thriving company in Charlottesville. Despite its success, Sasha worries about the future for real estate agents. To address this, she aims to build a coaching business to share her knowledge on becoming successful in Real Estate. However, she faces two challenges: making her company operate without her day-to-day involvement and designing a unique coaching program that enhances rather than hinders her current business. This is where Nick and Jay step in to assist.In this episode, we help Sasha:Create a coaching business to sell her industry knowledge without negatively impacting her current real estate company.Productize her experience to be able to scale a coaching business.Open up multiple revenue streams to counteract the diminishing need for real estate agents.Learn more about Sasha, her coaching and Story House Real Estate:Sasha LinkedIn: https://www.linkedin.com/in/sashatripp/Sasha’s Coaching: https://www.sashatripp.com/Story House Real Estate: https://www.storyhousere.com/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.

Nik Tarascio is the CEO of Ventura Air Services, a private jet charter company that brings a new model to the industry. His business model enables jet owners to lease their aircraft, earning income for each flying hour, while being relieved of maintenance, pilot, and fixed cost burdens. Nik’s company currently generates ~$50 million in revenue per year, however, Nik is ready to scale even further and needs to find a way to get more aircraft into his company, and that’s where Nick and Jay come in.  In this episode, we help Nik:Create a database of every private jet owner in the country.Develop a marketing plan that will get past the gatekeepers and bring huge value to private jet owners.Implement software to ensure company efficiency and communication stay strong whilst scaling the team.Learn more about Nik and Ventura Air Services:Nik’s LinkedIn: https://www.linkedin.com/in/niktarascio/Ventura Air Services: https://venturajet.com/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.

Mark Choe is the President and Co-Owner of The Pines Resort, known as the only lakefront resort in the Yosemite area. With over 110 cabins & suites, a market, 2 restaurants and 185 employees, the resort is bustling during the summer months, but the off-season is a problem for Mark. That’s where Jay and Nick come in to help. They help Mark with everything from creating a marketing plan to attract companies, conferences and return visitors during the winter, to using influencer marketing and a membership package to encourage long-term growth.In this episode, we help Mark:Implement techniques to attract return visitors, conferences & company retreats.Manage his workforce during the off-season.Make the resort attractive as a year-round destination.Learn more about Mark and The Pines Resort:Mark’s LinkedIn: https://www.linkedin.com/in/mark-choe-146846100/The Pines Resort: https://www.basslake.com/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.comIf we think you’re a good fit, we’ll get you on the show.

Justin Breen and Mark Fujiwara are on a mission to connect visionaries via a mastermind to serve humanity. This mastermind is called BrEpic and they charge people $10,000 a year to be a part of it. Their mastermind has helped create significant change in multiple industries, including the study and support of mental health initiatives. Justin and Mark aren’t worried about the growth of their mastermind, they’re worried about the quality of growth. That’s where Nick and Jay come in to help. In this episode, we help Justin and Mark:Maintain a high-quality product whilst growing the team and client baseIncrease client satisfaction without spending more moneyAlign the vision and culture throughout the companyLearn more about Justin, Mark and BrEpic:BrEpic Website: https://www.brepicllc.com/Justin’s LinkedIn: https://www.linkedin.com/in/justinbreen1/Mark’s LinkedIn: https://www.linkedin.com/in/fujiwarapm/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.

This company helps over 4000 entrepreneurs manage their wealth, and not just manage it, but turn it into generational wealth. Mark B. Murphy’s company, Northeast Private Client Group, stands apart from conventional financial management firms, as they tackle an extensive array of challenges that their clients encounter, going as far as orchestrating escapes from Taliban rule to safeguard their clients’ well-being. In this episode, Nick and Jay join forces with Mark, sharing their collective wisdom and strategies that have fueled their own professional success. Together, they explore innovative approaches to amplify Mark's operations, enhance efficiency, and secure the company's future success.In this episode, we help Mark:Address the employee-to-client ratio to improve team efficiency.Implement Jay’s marketing strategies to scale up client growth.Integrate AI and a CRM into the business to future-proof themselves. Learn more about Mark and Northeast Private Client Group:Northeast Private Client Group Website: www.northeastprivate.comMark’s LinkedIn: https://www.linkedin.com/in/mark-b-murphy-813b105/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.

How does a supplement company sell their products at a 400% higher price than their competitors, and still do $30MM/year? BIOptimizers & Nootopia’s CEO, Matt Gallant has the answer to that question, but he doesn’t have the answer to the problems he’s bringing to Jay and Nick today. In this episode, Jay and Nick help Matt hone his marketing, optimize his teams productivity and set his companies up with systems to not only reduce costs but to allow Matt to focus on the strategy to achieve $100MM in the next 2 years. In this episode, we help Matt:Connect with competitors and influencers to own the supplement market.Set up systems to increase productivity and minimize errors.Reduce headcount, hire more efficiently and increase productivity.Learn more about BIOptimizers, Nootopia, and Matt here:BIOptimizers Website: https://bioptimizers.com/Nootopia Website: https://nootopia.com/Matt’s Instagram: https://www.instagram.com/mattgallant/?hl=enWant to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.

Is it possible to apply the franchise model to any industry? Max Emma is testing this idea by expanding his bookkeeping company, BooXkeeping Corp., into a franchise. However, persuading investors to join this new franchise venture, which lacks a proven history, is the challenge. That's where Nick and Jay step in, helping Max seize the opportunity in the untapped bookkeeping sector and emerge as a leader in the field.In this episode, we help Max:Minimize risk for new clients and improve franchisee adoption.Persuade potential clients to collaborate, even in the absence of a proven track record.Improve internal and external communication.Learn more about BooXkeeping and Max here:BooXkeeping https://www.booxkeepingfranchise.com/Max’s LinkedIn: https://www.linkedin.com/in/maxemma/Want to get in the hot seat? Submit your business right now at theoptimizepodcast.com.If we think you’re a good fit, we’ll get you on the show.