How to Budget Marketing in 2026 (Without Wasting Cash)

In this episode of Owned and Operated, John Wilson is joined by Sam Preston (CEO of Service Scalers) to break down how smart home service operators should budget for marketing in 2026. They explain why one-size-fits-all marketing budgets don’t work, how to reverse-engineer spend from the number of leads you actually need, and why most companies don’t have a lead problem—they have an execution problem.This conversation goes deep on gross profit–based budgeting, flexible marketing spend, and the exact frameworks operators use to decide what to scale, cut, test, or deploy in emergencies.What you’ll learn in this episode:Why marketing budgets should be based on gross profit, not revenueHow to calculate marketing spend by backing into daily lead requirementsThe difference between budgeting for a new business vs. a 10-year-old companyThe 4 (plus 1) marketing budget buckets every operator should useA simple kill vs. scale framework to test marketing channels without guesswork💼 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 If you’re trying to grow profitably in HVAC, plumbing, electrical, or any home service trade in 2026, this episode will help you stop guessing—and start budgeting with intention.💼 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 🔗 Connect John Wilson: https://x.com/WilsonCompanies Sam Preston: https://www.linkedin.com/in/sampreston/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.

If you want to play the game on hard mode… randomly pick an industry and hope it works.In this episode of Owned and Operated, John Wilson and Jack Carr break down exactly how they’d build a home service business in 2026—and why the old 2016–2020 playbook is dead. They go deep on research-first market selection, avoiding late-stage consolidation traps, picking “boring” services with clean SKUs, and building a business that can win even when weather, competition, and ad platforms don’t cooperate.In this episode, we cover:Research, Research, Research: Why “randomly picking a trade” is hard mode—and how to find unmet demand in a specific market.The 2016–2020 Playbook Is Irrelevant: Why advice from the late 2010s doesn’t match today’s competitive reality.Consolidation & Multiples: How consolidation changes outcomes—and why “gold mine” industries can cool off before you’re big enough.Pick the Right Industry (Fragmented + Big TAM): What to look for in a winning service category in 2026.Boring Businesses Win: Drain cleaning, duct cleaning, leak detection, jetting, water filtration, septic, turf—simple offerings, repeatable operations.🔥 What You’ll Learn:How to choose a home service niche in 2026 using market demand + consolidation timing, not vibes.The fastest path to “easy leads” (and why competing in stacked markets is an uphill fight).A practical framework for building a saleable business—even if you don’t plan to sell.Why multi-location forces better systems (and reduces dependence on a few A-players).Where the next marketing edge is coming from as attention shifts and platforms evolve.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💼 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. BSend 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.

Most security & life-safety companies don’t get stuck because they lack hustle—they get stuck because they lack measurement.In this special feed drop of Entry & Exit, Stephen Olmon and Collin Trimble (Alarm Masters, Houston) walk through their 2026 planning process: how they set revenue/RMR/EBITDA goals, translate them into departmental KPIs, and use actuals vs. budget to decide when to invest, when to cut, and how to avoid “hope-based” growth.They unpack why so many firms stall around $3M in revenue (comfort + underinvestment), why “Talent Wins” became a non-negotiable, and how to think about emerging trends like AI the right way—starting with a solid tech foundation and the right people before chasing shiny tools.You’ll also hear the core scorecard metrics they track across sales, marketing, finance, operations, and M&A, plus practical homework you can apply immediately in your own business.🔗 ConnectStephen OlmonCollin TrimbleCheck out more from Entry & ExitSend 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.

Insurance claims, storm chasers, and broken incentives — welcome to the dark side of roofing.In this episode, John Wilson sits down (again) with Adam Cherup to unpack what really happens behind the scenes in roofing — from “deny, delay, defend” insurance tactics to the storm-chasing playbook that leaves homeowners stuck holding the warranty bag. They also get practical: seasonality, lead gen, cash flow, and what it actually takes to start a roofing business (especially in Florida).In this episode, we cover:The Insurance Game: “Deny, delay, defend” — and why carriers aren’t your friend.Retail vs. Insurance Strategy: Why some roofers push retail first, then litigate the claim after.How to Win Insurance Work: Xactimate, codes, the paperwork game, and why payouts can double when done right.🔥 What You’ll Learn:How contractors can guide homeowners through insurance without waiting months for approvals.The biggest red flags of storm-chasing contractors (and how people get burned).Why roofing cash flow can get brutal — and how seasonality + claim delays compound it.What makes roofing “easy” vs. “hard” depending on your model (subbed installs vs. controlled labor).💼 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  💼 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 CFO Made EasyBuilt a strong trades business? Let’s take it to $10M and beyond. CFO Made Easy offers part-time CFO services for home and trade service businesses—helping you boost cash flow, maximize profit per tech, and make clear growth decisions.📈 Free Offer: Book a 45-min Financial Insight Session to uncover growth blockers.  🔗 ConnectJohn WilsonAdam CherupSend 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 of Owned and Operated, John Wilson sits down with Adam Cherup, a “disaster roofer” who’s built a niche, high-margin business installing shrink-wrap temporary roofs after hurricanes, wind events, hail, and fires. Instead of blue tarps that fail in weeks (and often aren’t covered more than once), Adam installs a manufacturer-rated wrap that can last up to a year (or longer)—buying homeowners, schools, hospitals, and commercial properties time while insurance claims and full roof replacements drag on.Adam breaks down the economics: 60–80% margins, typical residential jobs around $20K–$30K, and large commercial/school projects in the $150K–$350K+ range (with massive roofs reaching even higher). You’ll hear how he gets work (including a key referral partner who pre-positions before storms), why this niche is best paired with an existing roofing operation, and what makes the job uniquely difficult: travel, logistics, training crews, and negotiating with insurers who hate the sticker price—but can’t ignore the cost of “future loss.”If you like niche business models with weirdly great unit economics, this one is basically printing money… in a disaster zone.What You’ll LearnWhat shrink-wrap roofing is (and why it beats tarps after storms)Unit economics & margins: how this can hit 60–80% gross marginTypical job sizes: $20K–$30K homes, $150K–$350K schools, big commercial upsideHow insurance actually reacts (and how Adam gets paid ~99% of the time)How the work is sold: referrals, pre-storm positioning, and inbound search demand💼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 💼 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 HERE🔗 ConnectJohn WilsonAdam CherupSend 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.

Referrals are still the #1 growth channel in home services — but most contractors treat it like hope marketing.In this episode, John Wilson sits down with Murphy Nadauld (ReferPro) to break down how the best operators turn word-of-mouth into a systematic, trackable, ROI-positive referral engine.They unpack why 83% of customers are willing to refer, yet only 29% actually do — and the three levers that close the gap: awareness, attribution, and automated rewards.You’ll learn how top HVAC, plumbing, electrical, roofing, and restoration companies:Activate referrals directly through technicians in the homeBuild a B2B “affiliate army” (realtors, plumbers, inspectors, restoration partners)Tier incentives by job value so referrals scale without blowing up CACUse attribution and automation to make referrals predictable — not randomIf you’re a contractor owner who wants referrals on demand, not vibes, this episode is your blueprint.In This Episode, We Cover:The referral gap: why customers want to refer but don’tThe 3-part referral system: Awareness → Attribution → RewardsHow “power referrers” actually emerge (and why spend ≠ referrals)Technician-driven referrals: QR codes, NFC, truck signage, leave-behinds💼  Shoutout to ReferProMost home service businesses rely on referrals, but without a system, a lot of that revenue gets left on the table. ReferPro helps automate referral reminders, attribution, and rewards so referrals actually turn into booked jobs.Owned and Operated listeners get 20% off plus discounted onboarding — learn more 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💼 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 HEREGuests / Hosts:John Wilson – Owned and Operated https://x.com/WilsonCompaniesMurphy Nadauld – ReferPro https://www.linkedin.com/in/murphy-nadauld-183301106/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.

This is the literal easiest lever you can pull to add leads tomorrow: turn on (and properly run) Google Local Services Ads (LSAs).In this episode, John Wilson sits down with Sam Preston (CEO of Service Scalers) to break down why LSAs are still absurdly underutilized in home services—and how a simple setup + consistency flywheel (answer calls → book jobs → earn 5-star reviews) can ramp a business fast.They also zoom out into the operator view: how John evaluates acquisitions through the lens of marketing, why under-spent businesses with strong reviews are so attractive, and the biggest LSA mistakes they see (turning it off, wrong services/locations, and “set it and forget it”).If you’re a contractor owner (HVAC, plumbing, electrical, etc.) and you want a no-excuses playbook to get more calls in 2026, start here.🚀 What You’ll Learn:How to set up LSAs fast (and what to verify so you don’t waste spend)Why consistency beats tactics in Google’s ecosystemThe simple “don’t turn it off” rule (and how to throttle without nuking performance)What operators look for in a target company’s marketing before buyingHow GBP activity and reviews directly impact LSA performanceWhen LSAs cap out and PPC becomes the next lever🎙️ Guests / Hosts:John Wilson: https://x.com/WilsonCompaniesSam Preston: https://www.linkedin.com/in/sampreston/ 💼  Shoutout to ReferProMost home service businesses rely on referrals, but without a system, a lot of that revenue gets left on the table. ReferPro helps automate referral reminders, attribution, and rewards so referrals actually turn into booked jobs.Owned and Operated listeners get 20% off plus discounted onboarding — learn more 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.

We’re heading into 2026 with one goal: stop losing money.Not “grow at all costs.” Not “try harder.” Just: build a healthy business that actually cash flows.In this episode, John Wilson and Jack Carr break down what they’re cutting, tightening, and renegotiating in 2026 to go from ~13% EBITDA to 20% EBITDA—and why they’re also targeting 10% net profit after realizing how big the gap can be between EBITDA and real take-home profit.They walk through the exact planning process they used this year (operational inputs → revenue → profit plan), then share the unsexy truth: most of the gains don’t come from some magic tactic… they come from relentless efficiency—marketing discipline, killing bloated software, renegotiating vendor terms, tightening material spend, and finding hidden leaks everywhere.If you run a home service business (at any size), this is your 2026 playbook for getting healthy first—then scaling from strength.In this episode, we cover:“Just Don’t Lose Money” Mindset: Why refusing to lose changes everythingProfit Planning for 2026: Planning off the P&L (not vibes)EBITDA Isn’t a Light Switch: Why profitability is an on-ramp (and takes time)Marketing Discipline: Cutting inconsistent channels + tracking cancellation rateSoftware Bloat: The hidden $10K–$50K/month leak almost everyone has🚀 What You’ll Learn:Why “growth” doesn’t matter if you aren’t net profitableThe fastest way to find 5–10% savings without cutting core staffHow to audit marketing beyond ROI (book rate, cancels, demo rate, ticket)What to renegotiate with vendors (and how early to start)How to tighten materials spend from 25% → 23% without heroicsWhy consistent wins beat “one big lucky month” every time🎙️ Hosts:John Wilson: https://x.com/WilsonCompaniesJack Carr: https://x.com/theHVACJack ⏱️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 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.?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.

We break down how we tripled our HVAC average ticket—from $5,000 to $12,500+—and finally made sales profitable. In this episode, we walk through the painful mistakes, system overhauls, and process changes that turned HVAC from a money-loser into a real growth engine.If you run a home service business, this episode is a masterclass in why “selling harder” doesn’t work—but selling better systems, earlier financing, and structured options does. We unpack how repair-first thinking killed profitability, why discount-driven comfort advising nearly sunk us, and how process—not unicorn salespeople—changed everything.In this episode, we cover:The $5K → $12.5K Jump: How our HVAC average ticket actually scaled (and why it failed at first).Repair vs. Replacement: Why “fixing everything” was a disservice to homeowners and the business.Sales Process Evolution: From selling techs → comfort advisors → systemized selling.Software & Systems: How structured options unlocked premium equipment and IAQ sales.Financing Strategy: Why introducing financing early boosted close rates by 13% and added ~$6K per job.🚀 What You’ll Learn:Why higher average ticket doesn’t automatically mean higher profit.How offering full systems (instead of single components) changes everything.Why premium equipment sells when it’s presented correctly.The biggest mistake contractors make with financing conversations.How process beats talent in HVAC sales—every time.📞 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 💼 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 demoCheck out Mantel HERE 🎙️ Hosts:John Wilson: https://x.com/WilsonCompaniesBrandon Niro: https://www.linkedin.com/in/brandon-niro-957b86196/ 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.

We reveal the real cost of running a home service business in 2025. In this full debrief, we open our books to show why plumbing business growth exploded while HVAC stalled, and exactly how we navigated the hardest summer in years.If you run a contractor business, you know 2025 was volatile. HVAC shipments cratered 49% YoY, forcing operators to face a brutal reality. In this episode, we break down the massive gap between our plumbing wins and HVAC headwinds, why "Always Be Recruiting" became our #1 survival rule, and how total financial transparency saved our bottom line.In this episode, we cover:The Industry Reality: Why mild weather and refrigerant transitions crushed HVAC demand.The Recruiting Crisis: Why we lost key techs mid-summer and how we fixed our hiring pipeline.P&L Transparency: The actual impact of overhead, margins, and "fixed" costs on a trades business.2026 Strategy: Our plan for a "Lean & Lethal" operation and new acquisitions.🚀 What You’ll Learn:Why 2025 was a wake-up call for the home service industry (and how to adapt).The danger of high overhead when revenue misses the mark.Why recruiting is your biggest constraint—even when leads are flowing.How to use daily huddles and "War Rooms" to fix operational drag.Why Gross Margin is the only lever that matters for 2026.💼 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💼 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💼 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 🎙️ Hosts:John WilsonJack CarrSend 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.