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

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

Grant Winstead is an expert in home service, renovations, leadership, coaching, and sales based in the Washington DC-Baltimore area. He is the CEO of Renovation Experts and operates as a transformational coach. With over 40 years of experience, Grant has built his multi-million dollar company from the ground up, starting as a door-to-door canvasser. Throughout the interview, Grant shares his personal journey from a challenging upbringing in Pittsburgh, Pennsylvania, to becoming a successful home service operator. He emphasizes the importance of mindset over tactics in achieving growth and success. Grant discusses overcoming obstacles, the impact of mentorship, and the critical role of self-belief. He also touches on his current focus on coaching and mindset development, detailing his 12-week coaching program designed to help individuals and entrepreneurs break limiting beliefs and achieve their highest potential. 00:00 Introduction to Grant Winstead 02:35 Grant's Early Life and Career Beginnings 08:59 Transition to Leadership and Mentorship 17:47 The Importance of Mindset in Success 25:42 Sales Strategies and Overcoming Obstacles 28:51 The Role of Mindset in Achieving High Performance 35:00 The Importance of Self-Belief in Interviews 35:57 Challenges in Finding Driven Individuals 38:00 The Role of Family Support 40:47 The Power of Repetition and Curriculum 45:45 The Will to Win and Discipline 59:22 The Role of Books and Mentors

In this conversation, Tommy Mello interviews Justin Hatcher, an expert in sales and financing within the home improvement industry. They discuss the significant impact of financing on sales success, the importance of integrating financing into the sales process, and the challenges faced by private equity firms in the home improvement sector. Justin shares his journey from working in home improvement to creating a multi-lender financing platform, emphasizing the need for a strong business culture and effective marketing strategies. The discussion also touches on the future of financing in the industry and offers valuable advice for young entrepreneurs.   00:00:00 Cold Open 00:00:06 Title Sequence 00:00:25 Show Notes VO  00:01:11 Intro Into Interview 00:33:02 Insertion 00:34:20 Interview Resumes 00:54:32 Outro

In this conversation, Dillon Georgian shares his journey in the turf industry, emphasizing the importance of leadership, operational efficiency, and the balance between family and business. He discusses his transition from retail to distribution, the significance of equity incentives, and the need for a resilient mindset in entrepreneurship. Dylan also highlights the role of technology and systems in modern business, the importance of purpose, and the desire to give back to the community. His insights provide valuable lessons for aspiring entrepreneurs and established business leaders alike. 00:00 Leadership and Personal Growth 03:09 The Journey into the Turf Industry 06:02 Operational Efficiency and Cost Management 09:04 Incentives and Equity in Business 11:57 Preparing for Business Exit and Growth 15:02 The Balance of Family and Business 18:11 Starting New Ventures and Market Opportunities 21:14 Scaling and Transforming Businesses 23:56 The Home Service Industry Dynamics 27:11 Technology and Systems in Business 29:53 Mindset and Resilience in Entrepreneurship 32:55 Leadership Style and Team Development 36:01 The Importance of Purpose and Giving Back

In this conversation, Tommy Mello interviews Johnny Conklin, founder and managing partner of 16 South Capital Partners. They discuss the importance of partnerships in business, the evolving landscape of private equity, and the role of founders in driving success. Johnny shares insights from his journey in private equity, emphasizing the need for authenticity, transparency, and a focus on non-economic goals. He explains the unique approach of 16 South Capital, which prioritizes legacy preservation and team culture over traditional leverage strategies. The conversation also touches on the misconceptions surrounding private equity and the importance of preparing for life after a sale. 00:00 The Importance of Partnerships 06:11 Navigating the Changing Landscape of B2B and B2C 09:03 The Role of Founders in Business Success 11:54 Understanding the Value of Non-Economic Goals 14:45 The Unique Approach of 16 South Capital 20:54 The Importance of Team and Culture 26:47 The Misconceptions of Private Equity 29:45 Preparing for Life After a Sale 32:50 Advice for Aspiring Business Owners 35:51 The Future of Private Equity and Business Growth

In this conversation, Richard Lewis and Adam Hanover, founders of Redwood Services, discuss their unique approach to private equity in the home services industry. They emphasize the importance of partnerships, culture, and a long-term investment strategy that prioritizes the growth and success of local businesses. The discussion covers their backgrounds, the philosophy behind their 'build to hold' strategy, and the significance of operational excellence and leadership in achieving sustainable growth. They also address the perception of private equity and the role of technology in enhancing business operations. 00:00 Introduction to Redwood Services and Its Founders 06:01 Adam Hanover's Background and Investment Philosophy 08:57 The Build to Hold Strategy in Private Equity 11:46 Partnerships and the Importance of Culture 14:56 Revenue Streams and Operational Excellence 20:55 Identifying Ideal Partner Companies 23:47 Economies of Scale vs. Local Management 32:47 Marketing and Customer Retention Strategies 38:57 Lessons Learned and Advice for New Entrepreneurs 42:08 The Role of Technology in Home Services 44:46 The Perception of Private Equity