How To Scale a Service Based Business by Implementing a CRM System

In this episode, John Wilson sits down with Daryna Kulya, co-founder of Quo (formerly OpenPhone), to unpack one of the most underappreciated growth levers in home services: how you communicate as you scale. What starts as “one tech, one phone, one truck” quickly becomes a bottleneck once you’re trying to hire CSRs, build a call center, and stop missing leads. Daryna shares the real story behind Quo’s rebrand, why they’re building for the long term, and how modern phone + text workflows are evolving with AI.They dive into the hard operational truth most contractors learn too late: you don’t feel the communication pain until your customers already do. From missed calls, speed-to-lead, shared inboxes, and staffing by the hour (not the day), to AI call agents that outperform voicemail 3x, this is a tactical conversation for any operator trying to grow past the owner-operator stage. If you’re scaling HVAC, plumbing, electrical, restoration, or any service trade — and you want to stop leaking revenue through missed calls and messy handoffs — this one’s a must-listen.What You’ll LearnWhy Quo rebranded from OpenPhone — and what that signals about the future of communicationThe hidden scaling trap of using your personal cell numberWhen contractors hire CSRs too late (and step out too early)Why staffing by the day hides the real missed-call problem🎙️ Hosts & Guest Host John Wilson   Guest Daryna Kulya — Co-Founder, Quo (formerly OpenPhone)⏱️Brought to you by The Military VeteranIf you’re running a home service business and hiring feels slow, risky, or you’re just not seeing the leadership talent you need, TMV can help. They connect companies like yours with exceptional military veteran leaders, people who’ve already proven they can execute, adapt, and lead under pressure. And they do it fast, with a white-glove process that saves you weeks and avoids costly mis-hires.Want to see who’s out there? Book a Free Coaching session Below 💼 Shoutout to PayPerCall.ioStop paying for leads that don’t convert. With PayPerCall.io, you only pay when your phone rings with a qualified customer. Real calls. Real results.👉 Book your free call💼 Shoutout to ReferPro!Want more high-converting referral leads without the manual tracking and check-cutting? ReferPro helps home service companies generate, track, and reward referrals automatically—so you capture the revenue you’re already leaving on the table. 🔗 Book a demoSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson and Brandon Niro are joined by Zac Dearing from Mantel for a fast-paced, trivia-style breakdown of what homeowners actually want when buying HVAC and home services in 2025. Mantel just surveyed 500+ homeowners nationwide, and instead of guessing in the dark like most of the industry, we put real customer data on the board. John and Brandon compete to predict homeowner behavior — how many contractors people call, where they find you, what earns trust, how pricing impacts decisions, and what parts of the sales process truly move the needle.The results are a gut-check for any contractor, operator, or sales leader. Homeowners are still overwhelmingly finding contractors through Google and repeat relationships, AI search is basically nonexistent (despite all the noise), and reviews dominate how people assess quality. Even more interesting: millennials and baby boomers shop very differently, and the “price objection” narrative isn’t as universal as we treat it in training. If you’re trying to improve close rate, tighten your sales process, build real trust in the home, or decide how transparent to be with pricing and warranties, this episode is stacked with insights you can act on immediately.What You’ll LearnHow many contractors homeowners contact before choosing oneThe real top channels homeowners use to find contractors in 2025Why AI search (ChatGPT/Perplexity/Claude) isn’t driving discovery yet🎙️ Hosts & Guest Host John Wilson Co-Host Brandon Niro  Guest Zac Dearing💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here 💼Shoutout to Avoca AI!Looking to train your call center and improve technician performance? Avoca AI helps teams identify issues, improve call quality, and drive results from start to finish. 🔗 Schedule a demo💼 Shoutout to PayPerCall.ioStop paying for leads that don’t convert. With PayPerCall.io, you only pay when your phone rings with a qualified customer. Real calls. Real results.👉 Book your free callSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson sits down with Richard Dunbar of FieldPulse to dig into one of the most important — and often overlooked — levers for scaling a home service company: modernizing your operational platform. Whether you’re running HVAC, plumbing, electrical, restoration, or any specialty trade, the shift from legacy tools to a true field service management system (FSM) is one of the highest-ROI moves you can make. Richard and John break down how contractors are ditching whiteboards, Excel boards, paper invoices, and manual dispatching in favor of flat-rate pricing systems, centralized pricebooks, technician-friendly workflows, real-time visibility, and true operational clarity.What You’ll LearnWhy legacy systems cap your growthHow flat-rate pricing really worksWhere the real ROI of FSM software comes fromHow to remove friction from the entire customer journey The #1 mistake contractors make when trying to scale revenue 🎙️ Hosts & GuestHostJohn WilsonGuestRichard Dunbar — FieldPulse💼Shoutout to Avoca AI!Looking to train your call center and improve technician performance? Avoca AI helps teams identify issues, improve call quality, and drive results from start to finish. 🔗 Schedule a demo💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your first placement here 📞 Sponsored by Quo — The Modern Business Phone for Service ProsMissed calls mean missed business. Quo (formerly OpenPhone) is the AI-powered phone system that logs calls, creates summaries, and automates follow-ups — keeping your team connected and customers happy.?🎁 Start your 7-day free trial and get 20% off your first six months HERE Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson and guest Rich Jordan dig into one of the scariest (and most valuable) moves you can make in home service: rebranding multiple companies into a single brand.Rich runs three acquired companies across New Hampshire and New Jersey…and he’s in the middle of rolling them all into one new identity: High Ground Service Pros. They walk through why he’s willingly tearing down a strong local brand (Sanford), what’s driving the decision, and how he’s trying to avoid losing customers, culture, or SEO in the process.From “house of brands” vs “branded house” to truck wraps, domains, Google Business Profiles, and core values (“seize the high ground”), this is a tactical conversation for anyone growing through acquisition or multi-market expansion.What You’ll LearnWhen to keep multiple brands vs. going all-in on one — and how that choice impacts growth, culture, and marketing.How to execute a rebrand without losing customers — scripts, GBPs, websites, and call center tactics that actually work.Where the real ROI comes from — SEO, media, and operational focus once every truck and trade is under a single name.🎙️ Hosts & GuestHost John Wilson Guest Rich Jordan 💼 Big Reputation — Stop chasing reviews and watching competitors outrank you. Big Reputation is the AI-powered review + SEO platform built for home service pros. Automate review generation, respond with AI, track local SEO, and integrate with your CRM. Setup is free, and your first month’s on the house.👉 Book your demo📞 Sponsored by Quo — The Modern Business Phone for Service ProsMissed calls mean missed business. Quo (formerly OpenPhone) is the AI-powered phone system that logs calls, creates summaries, and automates follow-ups — keeping your team connected and customers happy.?🎁 Start your 7-day free trial and get 20% off your first six months at💼 Special Thanks to AppleTree Business Services!One of the most common and expensive mistakes in acquisitions is not getting serious about accounting. Whether you’re buying a business or running one, you need the right financial partner. That’s why we’ve partnered with AppleTree Business Services — a one-stop shop fluent in tools like ServiceTitan and Housecall Pro.👉 Listeners get a free tax & financial review, plus 10% off quality of earnings when buying a business. Visit https://appletreebusiness.com and tell Patrick Owned and Operated sent you!Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson and co-host Jack Carr unpack one of the biggest transitions in home service — going from owner to operator. What does it really take to scale beyond yourself? We dive deep into building layers of leadership, knowing when to delegate, hiring vs. promoting internally, and what the first real leadership hire should look like. From service managers and field supers to accountability systems and EOS, this one’s for owners ready to break through bottlenecks and build real organizational depth.You’ll hear real playbooks from $1M to $40M+ companies—how John and Jack each handled growth bottlenecks, where they stumbled, and what they’d do differently.What You’ll LearnBottlenecks by Design: How to identify when you’ve outgrown your org chart. First Leaders: The real tipping point for adding service managers, CSRs, and field supers. Hiring vs. Promoting: When internal leadership makes sense—and when it doesn’t. Accountability That Sticks: How to keep KPIs and culture aligned as you scale. Delegation Done Right: The tasks owners should’ve offloaded yesterday. Revenue-Focused Management: Why your first manager should drive numbers, not just tech skill.🎙️ Hosts John Wilson Jack Carr Shout Out to FieldPulse 🚀FieldPulse is an incredible Field Service Management platform that helps you save hours each week while keeping your operations running smoothly. If you're looking to streamline your processes, stay competitive, and focus on what truly matters, FieldPulse is a game-changer!📅 Book your demo HERE🔨Sponsored by WeSupplyTrades — Thousands of Plumbing, HVAC, and Hydronics parts shipped fast. Sign up free, save big, and get 20% off your first order with code OWNED20 HERE💼 Big Reputation — Stop chasing reviews and watching competitors outrank you. Big Reputation is the AI-powered review + SEO platform built for home service pros. Automate review generation, respond with AI, track local SEO, and integrate with your CRM. Setup is free, and your first month’s on the house.👉 Book your demoSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson and co-host Jack Carr break down how home-service companies can actually future-proof in 2025: flattening org charts, using AI to nuke overhead, building adaptable teams, and keeping a balance sheet that can take a 30% punch. We get into real numbers (gross margin, overhead targets, EBITDA), how to think about “risk on” vs. “risk off,” and why the middle of the market gets squeezed when big operators cut costs with automation.You’ll hear play-by-plays on automating call centers, choosing what to systematize vs. keep human, when to de-lever, and how to bob-and-weave against giants who pass cost savings straight into marketing.What You’ll LearnPeople vs. Systems: The two ways to future-proof—and how to train for adaptability.Automation That Moves the P&L: Where AI actually drops overhead (call center, dispatch, admin).Healthy by Design: Gross margin, overhead, and cash targets that create real nimbleness.Debt & “Risk Off”: How interest rates change the game and when to prioritize de-levering.Competing with Giants: What to do when national players cut cost structures by ~8–10 pts.Numbers First: Why you can’t future-proof if you don’t know your break-even.🎙️ HostsJohn Wilson Jack Carr 🔨Sponsored by WeSupplyTrades — Thousands of Plumbing, HVAC, and Hydronics parts shipped fast. Sign up free, save big, and get 20% off your first order with code OWNED20 HERE💼 Modernize is how smart contractors scale.With inbound calls, live transfers, and branded programs, Modernize connects you to ready-to-buy homeowners. Over 9M leads delivered and $4B+ in revenue generated.👉 Start growing    Shout Out to FieldPulse 🚀FieldPulse is an incredible Field Service Management platform that helps you save hours each week while keeping your operations running smoothly. If you're looking to streamline your processes, stay competitive, and focus on what truly matters, FieldPulse is a game-changer!📅 Book your demoSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode, John Wilson sits down with Brandon Schlicter—better known as Investment Joy—to unpack how a viral laundromat video turned into a portfolio of laundromats, car washes, rentals, and now a fast-scaling commercial roofing company. Brandon shares the mindset shift from small plays to bigger bets, why he assumes success (and plans for failure), and how social media distribution can attract capital, deal flow, and talent.You’ll hear the real numbers on union commercial roofing (margins, ticket sizes, pay cycles), how to decide between lots of small jobs vs. fewer big ones, and why “every business either sells or shuts down.” We also dig into storm-driven market entry, travel crews, and what it actually takes to scale estimation capacity and cash flow when receivables hit seven figures.💡 What You’ll LearnMedia → Deal Flow: How one laundromat video sparked investor interest, partnerships, and bigger acquisitionsThink Bigger (On Purpose): Moving from $25k houses to $20M+/yr roofing—building the steps between vision and executionUnion Commercial Roofing 101: Typical gross margins, role of prevailing wage, crew structure, and why residential often doesn’t pencil🎧 Featured Guest🧠 Brandon Schlicter — Investment Joy YouTube: @InvestmentJoy🎙️ Hosted by John Wilson — x.com/@WilsonCompanies🚀 Huge Shoutout to SupplyHouse!When it comes to fast turnaround times, SupplyHouse has our back! With 250,000+ SKUs covering plumbing, HVAC, and electrical, they make sure we get the right materials—fast and hassle-free.💡Their Trademaster program offers free shipping, returns, and discounts, all with no membership fee. Use promo code SH5 for five percent off your first order— Code is valid through 9/30/2025.🔗 Check them out & level up your supply game here 💼 Extra Special Thanks to Service Scalers!We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.Want to learn how Service Scalers can do the same for you?🔗Check Them Out HereSend Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

 In this episode, John Wilson sits down with Jamie from Modernize to unpack how a consumer-obsessed mindset is reshaping home services—from the first inquiry to the final install. They dig into why “experience always wins,” how answer engine optimization (AE/O) is changing search, and what a true platform approach looks like when lead gen, reputation, financing, and programmatic all work together. You’ll hear how Modernize is building for the full funnel, why smaller, fast-moving operators can out-execute well-funded incumbents, and how to prioritize innovation without getting whiplash from weekly tech shifts.💡 What You’ll LearnConsumer > Everything: Practical ways to map (and measure) the end-to-end experience so customers call you back—again and againAE/O, Not Just SEO: How answer engine optimization is rewriting local discovery and the quick-start tactics that move the needle nowInquiry to Install: The modern funnel—leads, calls, reputation, email, and conversion flows that actually close jobs🎧 Featured Guest 🧠 Jamie — Modernize   🎙️ Hosted by John Wilson  💼 Modernize is how smart contractors scale.With inbound calls, live transfers, and branded programs, Modernize connects you to ready-to-buy homeowners. Over 9M leads delivered and $4B+ in revenue generated.👉 Start growing💼 Extra Special Thanks to Service Scalers!We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel. Want to learn how Service Scalers can do the same for you? 🔗Check Them Out Here Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this follow-up to our Premier Home Pros deep dive, John Wilson sits back down with AJ and Noah to unpack how they turned six greenfield locations into a nationwide engine doing $170 M+ run-rate—without outside debt. They break down the playbook for market launches, recruiting, and leadership restructuring that turned chaos into scale.Hear how they rebuilt their org for hypergrowth—cutting the VP layer, adding regional pods, promoting from within, and launching Zoom-based sales training that doubled new-rep output. You’ll also hear the real numbers behind marketing mix, payback windows, and bonus-driven sales comp that pushed them to record volume.If you’re trying to scale a home-service brand fast—but profitably—this is your blueprint for people, process, and playbook.💡 What You’ll LearnThe Greenfield System: Launching six locations in a year and hitting payback in under two monthsRebuilding for Scale: Why they removed the VP layer and replaced it with high-performance regional leadersZoom Sales Training: How virtual onboarding produced 22 new reps in one month and raised the floor company-wideContinuous Recruiting: The “never stop bringing in talent” model to replace the bottom 10% and push the middle upComp & Culture: How a double-bonus structure and variable P&L (≈ 70%) fuel performance and retentionPath to Nine Figures: The assistant-manager farm system creating internal promotions and next-market leaders🎧 Featured Guests🧠 AJ & Noah — Founders, Premier Home Pros 🎙️ Hosted by John Wilson — @WilsonCompanies💼 Shoutout to PayPerCall.ioStop paying for leads that don’t convert. With PayPerCall.io, you only pay when your phone rings with a qualified customer. Real calls. Real results.👉 Book your free call💼 Extra Special Thanks to Service Scalers!We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel. Want to learn how Service Scalers can do the same for you? 🔗Check Them Out Here 💼 Big Reputation — Stop chasing reviews and watching competitors outrank you. Big Reputation is the AI-powered review + SEO platform built for home service pros. Automate review generation, respond with AI, track local SEO, and integrate with your CRM. Setup is free, and your first month’s on the house.👉 Book your demo:Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this special re-release of Owned and Operated, John Wilson sits down with AJ and Noah of Premier Home Pros to unpack how they went from a dining-room-table idea to $15M in year one, $86M in year two, and a national rollout—without taking on debt. They break down the sales system, affiliate-led demand gen, installer model, and the ops math behind a ~46-day greenfield payback. If you’re scaling a home service business, this is the blueprint.You’ll hear the real numbers: 91% demo, 82% close in month one for $557k, why they switched from acrylic to engineered stone to lift average ticket from $11.7k → $18.3k+, how they opened 9 locations by end of 2024, and the org/game plan to chase nine figures—profitably.🚀 What You’ll LearnBuilding a 7-figure month from scratch: scripts, demo rate, close rate, and training cadenceWhy product matters: moving from acrylic to engineered stone to lift AOV & marginsThe greenfield playbook: leader-first recruiting, affiliate demand, and 46-day payback on ~$96k launch costAffiliate vs. branded: how they buy demand now while brand compounds laterSKU & labor simplification: pull-and-replace scope, happier installers, faster cash turnsKnow your numbers: modeling CPL → net sets → demos → sales → install rate (~91% of net revenue) to forecast profit within ±2%Org design for hypergrowth: variable P&L (~70% variable), 5-person recruiting pod model, and promote-from-within targets🚀 What You’ll Learn:🔹 Hiring and Training for Rapid Sales Growth 🔹 How Culture Drives Sales Team Performance 🔹 Marketing Strategies That Actually Convert 🔹 Their Massive Growth Goals—and the Systems to Hit Them🎧 Guests🧠 AJ & Noah, Founders of Premier Home Pros  🎙️ Hosted by John Wilson💼 Big Reputation — Stop chasing reviews and watching competitors outrank you. Big Reputation is the AI-powered review + SEO platform built for home service pros. Automate review generation, respond with AI, track local SEO, and integrate with your CRM. Setup is free, and your first month’s on the house.👉 Book your demo💼Shoutout to Avoca AI!Looking to train your call center and improve technician performance? Avoca AI helps teams identify issues, improve call quality, and drive results from start to finish. 🔗 Schedule a demo💼 Shoutout to Quick Staffers LLC Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts. 🔥 Get $1,000 off your Send Us Mail!More Ways To Connect with O&O John's YouTube Channel Weekly Newsletter Owned and Operated Leave a Review John Wilson, CEO of Wilson CompaniesJack Carr, CEO of Rapid HVAC📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.