In this episode of Catalyst for the Trades, Jennifer Bagley sits down with Danielle Putnam, President of The New Flat Rate, to talk strategy, pricing, and how contractors can stop giving away their profits. Danielle breaks down why it’s time to retire the word “just” from your team’s vocabulary, how the right pricing menu changes everything, and how to train techs to maximize every opportunity without compromising trust. They also explore how AI is reshaping customer behavior, technician education, and even onsite communication with language translation.

Timestamps:
 00:00 – Intro & Industry Respect
 : Jennifer and Danielle reflect on years of collaboration and impact in the trades.

04:20 – Market Optimism & Homeowner Behavior
 : Contractors are cautiously optimistic—and homeowners are still spending.

10:40 – The Problem with “Just”
 : Why throwing in freebies is costing your business more than you think.

17:25 – The Purpose of Profit
 : A powerful framework for explaining profit to your team and why it matters.

24:10 – How AI is Shifting the Sales Process
 : Educated consumers, faster comparisons, and new tech tools like live translation glasses.

31:55 – The Power of Pricing Options
 : How a clear, flexible pricing menu leads to bigger tickets and happier customers.

38:45 – Dynamic Pricing in Real Time
 : Why pricing shouldn’t be static—and how to raise rates strategically.

44:10 – What's Coming Next from The New Flat Rate
 : Sneak peek at their upcoming AI-powered dynamic pricing platform.

52:40 – Shop Tours Instead of Conferences
 : Danielle’s team shifts from annual events to quarterly, real-world learning visits.

58:00 – Picking the Right Events for You
 : How to choose events that align with your company’s values (and avoid the hype).

1:03:15 – CEO Insights
 : Why identifying constraints and focusing on high-leverage activities matters more than ever.

1:09:10 – Final Thoughts & Next Steps
 : Danielle shares encouragement, pricing advice, and how to get help from her team.

Guest Details:
Danielle Putnam
Title: President, The New Flat Rate
Background: A pioneer in menu pricing and profitability strategies, Danielle helps contractors stop leaving money on the table and start pricing for the future.

Relevant Links:

• The New Flat Rate
• Catalyst for the Trades Podcast
• CI Web Group

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Social media doesn’t have to be overwhelming—or a waste of time. In this episode, Jen McKee, founder of Kee Hart Marketing, shares what actually works for contractors trying to grow online. From personal branding and content ideas to time-saving tools and automation, Jen breaks down real strategies that help HVAC, plumbing, and electrical businesses show up, stand out, and scale.

Whether you're just starting or trying to take your brand to the next level, this episode gives you practical tips you can use right now.

Perfect for contractors ready to grow their online presence the smart way.

Timestamps:

00:00 - Introduction
 Meet Jen McKee and learn why this conversation is a much-needed shift from recent heavy topics.

05:10 - Jen’s Background
 A quick look at Jen’s journey from traditional marketing to dominating social media in the trades.

10:42 - What Actually Works on Social
 Why most contractors are overthinking it—and what to post instead.

16:18 - The Power of Personal Branding
 How your personal story sets you apart—and builds real trust.

21:50 - Tools, AI, and Automation
 Jen and Jennifer talk tools that save time, boost output, and help you stay consistent.

28:07 - How to Balance Authenticity and Efficiency
 You don’t have to choose between being real and being strategic.

34:15 - Common Mistakes to Avoid
 From ghosting your followers to chasing every trend—what to stop doing now.

40:45 - Social Media That Scales With You
 How to build a system that grows your presence, without you being online 24/7.

47:20 - Final Advice for Contractors
 Jen shares her go-to recommendations for anyone serious about winning on social.

Guest Details:

Jen McKee
Title: Founder of Kee Hart Marketing

Background: Jen McKee is a social media strategist and the founder of Kee Hart Marketing, a 5x award-winning agency specializing in social media content for home service businesses. As a 2024 40 Under 40 honoree, she helps businesses grow their brand and attract top talent through her proven Show Up, Stand Out, Scale framework. Jen is also the host of The Kee to Growth Podcast, an industry speaker, and a mentor to trades professionals looking to make an impact online.

Relevant Links:

• Kee Hart Marketing
• CI Web Group
• Catalyst for the Trades Podcast
  
  

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In this episode of The Catalyst for the Trades, Jennifer Bagley sits down with Josh Koplin, co-founder of Eden, to explore the evolving landscape of consumer behavior in the trades industry. The discussion focuses on how businesses can leverage digital tools, AI-driven consumer experiences, and innovative content strategies to gain a competitive edge. Topics include the success of disruptive models like Tesla’s, the importance of SEO, and the impact of AI search on customer engagement. Join us for a deep dive into adapting to new consumer preferences and modernizing your business approach.

Timestamps:

• 00:00 - Introduction:
  Jennifer Bagley welcomes listeners and introduces special guest Josh Koplin.
• 04:30 - Meeting at Industry Events:
  Background on the hosts' connection and shared experiences.
• 08:20 - Evolution of Eden:
  Josh shares Eden's mission and innovations in the HVAC sector.
• 12:15 - Importance of Convenience in Business:
  Josh explains how convenience translates to respecting customer time.
• 16:45 - Disruptive Models:
  Jennifer discusses Tesla’s streamlined buying process and its implications.
• 19:32 - Consumer Research Trends:
  Analysis of statistics indicating a shift towards self-research and seller-free experiences.
• 24:10 - Digital Content Strategies:
  Josh emphasizes the necessity of robust digital presence for modern businesses.
• 30:50 - AI Search Impact:
  Discussion on how new AI search platforms redefine business visibility.
• 35:20 - Case Study - HVAC:
  Example of a ductless dealer benefitting from AI-enhanced search.
• 40:45 - Eden’s Consumer Experience:
  How Eden provides comprehensive, instant quotes and rebates to customers.
• 45:00 - Financial Incentives:
  Importance of highlighting available rebates and incentives.
• 50:20 - Digital Sales Tools:
  Using AI-driven tools to enhance the consumer buying experience.
• 55:32 - Adapting to Consumer Behavior Shifts:
  Strategies for businesses to match current consumer preferences.
• 1:00:45 - Industry Transformation:
  Parallels between today's digital evolution and past technological shifts.
• 1:05:35 - Future Collaboration:
  Jennifer invites Josh to an upcoming webinar for further insights.

Josh Koplin Co-Founder & Chief Revenue Officer (CRO) of Eden Josh Koplin, combines a background in renewable energy finance with a passion for innovation to help HVAC contractors thrive. By developing tools like Instant Quote, Josh is shaping how contractors meet the expectations of modern homeowners with transparency, incentives, and cutting-edge technology.

• EDEN
• Pivot or Die by Gary Shapiro
• Gartner B2B Buying Report
• Catalyst for the Trades

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Episode Summary: In this episode of The Catalyst for the Trades, we engage in an enlightening conversation with Sebastian Jimenez, CEO of Rilla. Drawing striking parallels between tech entrepreneurship and stand-up comedy, Sebastian delves into the essence of trial, failure, and iteration as the cornerstone of success in both fields. The discussion covers Rilla’s unique culture, AI’s transformative role, and the necessity for contractors to embrace technological change to stay competitive. Join us for an insightful journey into how real-world learning, relentless iteration, and embracing failure can drive innovation and growth in the tech and home improvement industries.

Timestamps: 00:00 - Introduction
Welcome by Jennifer Bagley and Crystal Williams, introduction of guest Sebastian Jimenez.

04:16 - Comedy and Entrepreneurship
Sebastian parallels his experience in stand-up comedy with tech entrepreneurship's iterative nature.

09:32 - Passion for Tech
Sebastian discusses his journey from curiosity in tech to founding his own company, Rilla.

15:22 - Rilla's Culture Deck
Explanation of Rilla’s "high speed human reinforcement learner" approach to company culture.

22:45 - Importance of Failure
Highlighting the value of trial and error, and learning from failures.

30:00 - AI at Rilla
How AI amplifies the learning and rapid iteration processes within Rilla.

35:15 - Sales Team Dynamics
Insights into employing and training recent graduates in a fast-paced, adaptive environment.

41:55 - Entrepreneurship Advice
Sebastian shares his mother’s reaction and advice on starting his company, relating to stand-up comedy.

49:20 - Industry Insights
The changing landscape of the home improvement industry and the significance of tech adoption.

56:10 - Overcoming Resistance
Addressing the reluctance of contractors and businesses to embrace disruptive technologies.

1:02:30 - Strategic Innovation
The necessity of early technology adoption to avoid obsolescence, with historical examples like Blockbuster and Apple.

1:09:55 - Closing Remarks
Call to action, reflections, and encouragement to embrace change and innovation.

Guest Details: 

Sebastian Jimenez
CEO of Rilla

Background: An aspiring stand-up comedian turned tech entrepreneur, Sebastian Jimenez brings a unique perspective to innovation and company culture, emphasizing the importance of failure, real-world learning, and rapid iteration.

Relevant Links:

• Rilla: rilla.com

 Enjoyed this episode? Make sure to subscribe to The Catalyst for the Trades on Spotify, Apple Podcasts, or your preferred platform. Share this episode with fellow professionals, and join the conversation by leaving your comments and feedback. Stay tuned for more insights on technology, innovation, and business growth.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

 What does it take to turn your customer service team into a powerhouse for growth? In this episode of The Catalyst for the Trades podcast, Brigham Dickinson, founder and president of Power Selling Pros, shares his proven strategies for transforming call-handling into a competitive advantage. Explore the "Pattern for Excellence," learn how to WOW customers on every call, and discover actionable insights that can boost bookings, elevate your team, and create raving fans. Whether you're in HVAC, plumbing, or another home service trade, this episode is packed with ideas to revolutionize your approach to customer interactions.

Timestamps: 

00:00 - Introduction: Welcome by Jennifer Bagley and Crystal Williams, introduction of guest Brigham Dickinson.

03:45 - Commitment and Accountability: Jennifer underscores the importance of recognizing data needs and accountability in business.

08:22 - Training and Culture: Crystal discusses building a culture of growth with effective training.

13:05 - Customer Experience: Brigham explains how CSRs can enhance customer value and build relationships.

18:37 - Data Trust and AI: Jennifer talks about trusting AI over manual data for accurate customer insights.

23:10 - Value vs. Price: Brigham reflects on how questions about price can indicate a search for value differentiation.

28:56 - Role of CSRs: Crystal emphasizes valuing CSRs and their crucial role in customer satisfaction.

34:22 - Financial Impact of Improved Booking Rates: Brigham demonstrates how improving call booking rates can boost revenue significantly.

41:35 - Case Study: Booking Rates and Revenue: Jennifer shares a comparison between two companies emphasizing the importance of efficient lead handling.

47:42 - Constant Optimization: Suggestion on monitoring and optimizing booking processes regularly.

52:15 - Transitioning CSRs to Outbound Calls: Brigham’s strategy for leveraging early sales successes for outbound calling.

58:50 - Overcoming Service Fee Objections: Discussing value provided by trained technicians and company reputation.

1:05:30 - Training and Engaging CSRs: Importance of CSR training, positive reinforcement, and performance incentives.

Guest Details: Brigham Dickinson 

Title: President of Power Selling Pros 

Background: Brigham Dickinson is the founder of Power Selling Pros, specializing in training customer service reps to deliver exceptional experiences and drive booking rates. As a leader, speaker, and author, he’s dedicated to helping home service businesses turn their call centers into profit centers.

Relevant Links: 

Power Selling Pros

What Converts

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In this episode of The Catalyst for the Trades, we sit down with Devon Murphy, co-owner of Reignite Sales Solutions, to explore how businesses can unlock untapped potential by reigniting past leads and optimizing their appointment-setting processes. Devon shares his insights on aligning team values with company goals, crafting effective sales strategies, and empowering leadership to sustain growth. Whether you're looking to boost revenue, refine operations, or foster a cohesive workplace culture, Devon’s expertise offers actionable strategies to turn missed opportunities into measurable results.

Timestamps: 

00:00 - Introduction : Jennifer Bagley opens with a light-hearted joke about Biggie or Tupac music, introduces the episode.

02:05 - Devon Murphy's Background : Devon shares his entrepreneurial journey and the foundation of Reignite Sales Solutions.

08:30 - Tactical Business Processes : Jennifer underscores the importance of goal setting, asking the right questions, and maintaining accountability.

12:15 - Starting Small with Initiatives : Devon advises starting with small, manageable initiatives to improve accountability.

17:45 - Professional Development : Discussion on creating book clubs or leadership meetings to foster potential leaders.

22:30 - Creating a Culture of Openness : Jennifer and Devon discuss fostering a culture where employees feel safe to speak up.

28:10 - Embracing Technology : Jennifer advocates for adapting to technological changes to avoid business stagnation.

36:05 - Effective CRM Usage : The conversation turns to maximizing CRM capabilities and leveraging data effectively.

42:20 - Integrity in HVAC Work : Devon emphasizes the importance of integrity and expertise in his business practices.

47:30 - Automation and Streamlining : Discussion on utilizing automation (ADD: Automate, Delegate, Destroy method) to enhance business efficiency.

54:00 - Outbound Marketing Success : A success story on how direct outreach significantly increased a company's revenue.

1:02:15 - AI Agents and Call Center Evolution : Potential of AI agents to replace traditional call centers and the importance of repeatable processes.

1:08:40 - Call Recording and Data Utilization : Exploring the divide between companies on utilizing call data for business insights.

1:14:20 - Focusing on People, Process, and Cash Flow : Devon emphasizes prioritizing these areas over traditional marketing metrics.

1:21:00 - The Future of Websites and Technology : Jennifer discusses the potential shift from traditional websites to AI-driven content delivery networks.

1:28:30 - Important of Databases and Reviews : Highlighting the need for a strong database and collecting positive reviews.

1:33:45 - Encouraging Feedback : The podcast encourages listeners to provide feedback and reach out for assistance.

1:35:00 - Closing Remarks : Final reflections and a call to action to engage with the Catalyst Podcast community.

Guest Details: 

Devon Murphy
Founder of Reignite Sales Solutions

Background: Devon Murphy, co-owner of Reignite Sales Solutions, helps contractors optimize sales and operations with proven frameworks. Drawing on data-driven strategies, he empowers teams to improve performance, master local marketing, and achieve measurable results.

Relevant Links: Reignite Sales Solutions

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In this insightful episode of The Catalyst for the Trades Podcast, host Jennifer Bagley sits down with guest Dwight Miller to dive deep into transformative strategies for entrepreneurs and business owners. They explore the importance of alignment with vendors and partners, the value of hiring coaches to tackle personal blind spots, and the pivotal role of structured meeting systems like EOS (Entrepreneurial Operating System). Jennifer emphasizes setting and reviewing 2025 goals through 90-day actionable tasks and reflects on the impact of regular scorecard updates. The episode is packed with practical tips for improving business efficiency, accountability, and personal growth.

Timestamps: 

00:00 - Introduction: Jennifer Bagley welcomes listeners and introduces guest Dwight Miller.

04:30 - Aligning with Partners: Importance of choosing vendors and partners with shared goals and values.

08:45 - The Value of Coaches: How hiring coaches can help identify and address personal blind spots.

14:20 - Dwight's Success Story: Dwight shares his journey of losing 30 pounds by setting clear goals and tackling challenges systematically.

20:50 - Setting 2025 Goals: Jennifer emphasizes breaking down annual goals into 90-day actionable tasks.

27:15 - Importance of Regular Scorecard Updates: Jennifer’s story of effective scorecard updates and tracking progress.

34:40 - Efficient Meetings and the L10 Meeting Structure: Dwight explains how to maintain meeting efficiency to focus on revenue-generating activities.

42:30 - Implementing EOS: Steps for businesses to adopt EOS and the role of an implementer in facilitating the process.

49:15 - Accountability and Team Growth: Discussion on assigning clear accountability within departments and its positive impact on performance.

56:10 - Leadership and Continuous Improvement: Dwight and Jennifer emphasize the journey of continuous improvement and the challenges of letting go and trusting the team.

Dwight Miller
EOS Implementer

Background: Dwight Miller, Professional EOS Implementer® and former business owner, scaled his company to $15M in four years. Now, he helps leadership teams simplify operations, drive accountability, and achieve lasting success using EOS.

Relevant Links:

• Entrepreneurial Operating System (EOS)
• Scorecard System
• L10 Meeting Structure

Enjoyed this episode? Be sure to subscribe to the Catalyst for the Trades Podcast on Apple Podcasts, Spotify, or your favorite platform. Share this episode with fellow entrepreneurs and business owners, and stay tuned for more insights and strategies to drive your business forward. Don't forget to comment below and let us know your thoughts and experiences!

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode, Jennifer Bagley, Mary Belden-McGrath, and Eric McGrath discuss the transformative power of leadership training and the importance of adapting to change in a rapidly evolving business landscape. They share personal experiences with the Bold training program, emphasizing the need for emotional intelligence, collaboration, and a growth mindset. The discussion highlights the challenges and opportunities presented by AI and technology, and the critical role of leadership in fostering a culture that embraces change and innovation.

Timestamps:

• 00:00 - Introduction:
  Welcome by Jennifer Bagley, introductions of guests Mary Belden McGrath and Eric McGrath.
• 03:15 - Driven Leadership Philosophy:
  Mary explains the focus on empathy, emotional intelligence, and confidence in leadership.
• 08:30 - Tangible Outcomes in Business:
  Eric elaborates on how Driven Leadership enhances personal development and business productivity.
• 13:20 - Bold Training Impact:
  Jennifer shares her transformative experience and its effect on her company.
• 19:45 - AI and Process Evolution:
  How Bold training and AI led to new operational models and capabilities.
• 27:10 - Leadership Development:
  Importance of team training in problem-solving and communication for effective meetings.
• 33:50 - Encouraging Innovation:
  Discussing psychological safety and open idea-sharing in leadership.
• 40:25 - Organizational Values and Recruitment:
  Eric on hiring and promoting based on alignment with values.
• 48:00 - Personal Growth and Accountability:
  Jennifer talks about self-awareness in leadership and the importance of feedback.
• 54:35 - Navigating Change:
  Mary on overcoming fear and viewing adversity as growth opportunities.
• 1:02:00 - Future of AI in Industries:
  Predictions on AI integration in service-oriented businesses.
• 1:09:15 - Historical Leadership Styles:
  Eric compares past autocratic models to current needs for adaptability and collaboration.
• 1:15:45 - Closing the Gap in Leadership Styles:
  Mary and Eric discuss complementary strengths and partnership dynamics.
• 1:23:30 - Call to Action:
  Inviting listeners to engage in leadership development opportunities and upcoming events.

Guest Details:

• Mary Belden McGrath is a high-energy public speaker, leadership and business consultant, trainer, and author with over 25 years of experience. Known for inspiring fearless growth and challenging the status quo, she designs Experiential Learning Programs geared toward leadership, management, sales, and communication. 
• Eric McGrath With over 20 years of experience, Eric is a born leader, entrepreneur, and competitor specializing in multi-phase employee engagement programs. Eric facilitates leadership and management development, driving exceptional results for his clients.
• Relevant Links:
  • Driven Leadership
  • "Start With Why" by Simon Sinek
  • “Outliers: The Story of Success” by Malcolm Gladwell

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In this episode of The Catalyst for the Trades, host Chuck Staszkiewicz sits down with Erik Flegal, founder and CEO of Family Fortune Financial, to tackle some of the most pressing topics for trade business owners. From essential tax prep strategies to planning memorable holiday parties and re-energizing your team after the new year, this conversation is packed with actionable insights to help you close the year strong and start the next one even stronger.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this kickoff episode of Catalyst for the Trades, with Jennifer Bagley, Chuck Staszkiewicz and Crystal Williams, we're joined by our guest Darren Dixon, CEO and founder of fyxify, to explore how technology and market trends are reshaping the home services industry. Darren shares his insights on the influence of private equity in real estate, the shift toward non-owner-occupied properties, and the role of technology in transforming consumer expectations. From home protection plans to innovative tech solutions, Darren breaks down what these trends mean for trade professionals and how they can leverage technology to stay ahead. Join us as we explore the evolving landscape of home services and strategies for adapting to the changes ahead.

Takeaways

The importance of personal stories in the trades industry.
Clarity and focus are essential for business success.
Consumer expectations are evolving rapidly.
Community engagement can enhance brand recognition.
Technology is reshaping the home services industry.
Strategic planning is crucial for future success.
Data and metrics are vital for understanding business performance.
A seamless consumer experience is key to customer satisfaction.
Subscription models can provide a competitive edge.
Adaptation and innovation are necessary for survival in the trades.

Chapters

00:00 Introduction to the Catalyst for the Trade Podcast
02:38 Personal Journeys in the Trades Industry
05:53 Catalysts for Change in Careers
08:38 The Importance of Focus and Clarity
11:31 Navigating Leadership and Team Dynamics
14:43 Lessons from Challenges and Setbacks
17:49 The Impact of COVID-19 on Business
20:38 Future Trends and Predictions for Home Services
23:48 Consumer Behavior and Market Changes
26:44 Community Engagement and Brand Awareness
32:12 The Illusion of Safety in the Trades
34:17 The Shift to Community Engagement and Guerrilla Marketing
38:43 Planning for the Future: Strategic Vision and Infrastructure
39:55 Consumer Expectations: The Shift Towards Convenience
45:53 Transforming Business Models: The Subscription Approach
52:27 Creating Seamless Consumer Experiences
59:14 Building a Strong Foundation for Future Growth
01:01:08 Understanding Consumer-Centric Business Models
01:02:05 Challenges Faced by Small Contractors
01:03:27 Strategic Planning for Business Growth
01:04:53 The Impact of Technology and AI on the Industry
01:06:45 The Rise of Super Companies
01:09:55 The Future of Service-Based Businesses
01:11:48 Consumer Experience and E-commerce Integration
01:15:44 Navigating Competitive Markets
01:19:36 The Importance of Solutions in Business
01:21:59 Challenging the Status Quo

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In this episode of Catalyst for the Trades, co-host Chuck Staszkiewicz sits down with Karen Sager, President of Micro Mesh Gutter Guards, to talk about product innovation, contractor profitability, and strategies for standing out in a crowded market. Karen shares the history and evolution of gutter guard technology, how Micro Mesh uses copper filtration to solve long-standing issues with moss and debris, and why fast-to-cash products are key for contractor growth. They also cover practical sales tips, customer education, and marketing tactics that actually work.

Timestamps:

00:00 – Introduction

03:10 – Evolution of Gutter Guard Technology

08:45 – Copper Filtration: The Game Changer

14:30 – Partnering with Contractors

20:20 – Tackling the Profitability Problem

25:50 – Educating Homeowners

30:15 – Marketing That Converts

36:00 – Driving Fast-to-Cash Sales

41:30 – Advice for Trade Professionals

Guest Details: Karen Sager

• Title: President, Micro Mesh Gutter Guards
•  Background: With years of experience in manufacturing and product development, Karen focuses on designing high-performance gutter solutions that help contractors grow revenue and reduce callbacks.

Relevant Links:

• Micro Mesh Gutter Guards
• Opus & Golds Group
• CI Web Group
• Catalyst for the Trades Podcast

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Join us for an inspiring episode of The Catalyst for the Trades, featuring Denise Swafford, Chief Commercial Officer at P1 Service Group. Denise shares her incredible career journey, starting from humble beginnings in the call center to reaching the C-suite. Discover how her dedication, resilience, and passion for the trades propelled her to achieve remarkable success and become a leading voice for women in the industry.

Timestamps:

• 00:00 - Introduction and Guest Background
• 02:45 - Denise's Early Career and Introduction to the Trades
• 07:30 - The Importance of Mentorship and Networking
• 12:15 - Overcoming Challenges and Gender Barriers in a Male-Dominated Industry
• 17:00 - Denise's Transition from Call Center to Leadership Roles
• 21:45 - Strategies for Scaling Success and Building High-Performing Teams
• 26:30 - The Power of Continuous Learning and Personal Development
• 31:15 - Denise's Vision for the Future of the Trades Industry
• 36:00 - Key Takeaways and Actionable Advice for Aspiring Leaders

Guest Details: Denise Swafford

• Title: Chief Commercial Officer at P1 Service Group
• Background: Denise Swafford is a seasoned leader with extensive experience in the trades industry. She rose through the ranks, starting in the call center and progressing to various leadership roles before achieving her current position. Denise is a strong advocate for women in the trades and is passionate about fostering a culture of growth and development within organizations.

Relevant Links:

• Catalyst for the Trades Podcast
• P1 Service Group
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Join us on this episode of The Catalyst for the Trades as we sit down with Ray Reyes, a former Navy veteran turned successful plumbing entrepreneur. Ray shares his inspiring journey of building New Jersey Pipe Doctor from the ground up, highlighting the challenges and triumphs he faced along the way. Discover how his military background, strategic planning, and unwavering support system helped him achieve remarkable growth in just four years.

Timestamps:

• 00:00 - Introduction and Guest Background
• 05:15 - Ray's Transition from Navy Veteran to Plumbing Entrepreneur
• 10:30 - The Importance of Mentorship and Support Systems
• 15:45 - Building a Strong Team and Company Culture
• 20:00 - Overcoming Challenges and Embracing Growth
• 25:30 - The Power of Customer Service and Building Trust
• 30:45 - Ray's Vision for the Future of New Jersey Pipe Doctor
• 35:00 - Key Takeaways and Actionable Advice for Aspiring Entrepreneurs

Guest Details: Ray Reyes

Title: Founder and Owner of New Jersey Pipe Doctor

Background: Ray Reyes is a former Navy veteran who transitioned into the plumbing industry after his military service. He is the founder and owner of New Jersey Pipe Doctor, a leading plumbing company serving residential and commercial clients. Ray is passionate about building a strong team, providing exceptional customer service, and giving back to his community.

Relevant Links:

• Catalyst for the Trades Podcast
• New Jersey Pipe Doctor
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of "Catalyst for the Trades," hosts Jennifer Bagley and Chuck Staszkiewicz dive deep into the strategic planning necessary for building a home service business with a future sale or exit in mind. The hosts engage in a rich discussion about vital business practices inspired by recent conversations with successful entrepreneurs from the trades industry. The discussion covers key strategies for financial readiness, operational efficiency, branding, marketing, and team development. Learn from real-life examples of thriving businesses that have mastered the art of planning and execution to create high-value companies prepared for dynamic growth opportunities.

Timestamps: 

00:00 - Welcome and Introduction: Jennifer and Chuck welcome listeners and set the stage for the episode.

02:22 - The Importance of Building with a Sale in Mind: Insight into why businesses should be built as if they are going to be sold.

05:40 - Learning from Rapid Exits: Chuck shares a compelling story of a business built and sold in just 4.5 years.

11:04 - Financial Readiness and Clean Books: Discussion on tax planning and profitability as pillars of a business.

15:28 - Operational Efficiency: The necessity of documented processes and strong system implementation.

19:23 - Marketing, Branding, and Customer Base: Building a strong brand and a loyal client base for business sustainability.

23:12 - Team Development and Retention: Importance of surrounding yourself with talented and trained individuals.

28:45 - Preparing for Due Diligence: Steps to ensure your business is prepared for potential buyers' scrutiny.

35:00 - Personal Stories and Lessons Learned: Chuck and Jenn reflect on their business journeys and the lessons they've learned.

Relevant Links: 

Catalyst for the Trades
CI Web Group
Opus and Golds

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Join host Jennifer Bagley, CEO of CI Web Group, and her guests, Darren Dixon, CEO and founder of fyxify, and George Donaldson, CEO of Fix-It Group, as they discuss the transformative landscape of the home services industry in this engaging episode. The conversation delves into the significant shifts driven by AI technologies, consumer behavior changes, and evolving business models. Learn from industry leaders about the importance of being proactive in adapting to these changes, understanding consumer preferences, and leveraging technology to maintain a competitive edge in the market.

Timestamps:

• 00:00 - Introduction:
  Jennifer Bagley introduces the podcast and welcomes guests Darren Dixon and George Donaldson.
• 00:01:07 - Technology and Consumer Change:
  Discussion on AI-driven changes affecting search engines and consumer behavior.
• 00:04:19 - Darren's Perspective:
  Insights on market trends and the importance of understanding consumer distribution.
• 00:09:10 - George on AI Evolution:
  Reflection on AI’s impact within the industry and its rapid integration.
• 00:17:23 - Authentic Consumer Experience:
  Highlighting the necessity to avoid traditional sales techniques and focus on genuine customer engagement.
• 00:29:24 - Industry Challenges and Opportunities:
  Exploration of the changing landscape, driven by new large-scale market entrants.
• 00:48:19 - Subscription Models and Market Strategy:
  Analysis of emerging trends in consumer subscriptions and long-term planning.
• 00:54:22 - Strategic Action Plans:
  Final thoughts on the urgency of evolving marketing strategies and operational models.

Guest Details:

• Darren Dixon:
  CEO and founder of fyxify, Darren brings forward-thinking insights into leveraging AI and platform-based models for business growth.
• George Donaldson:
  CEO of Fix-It Group, George shares his vast experience in creating consumer-centric service models and maintaining market relevance.

Relevant Links:

• fyxify
• Fix-It Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Join Jennifer Bagley as she hosts Trey McWilliams, CEO of McWilliams & Sons and founder of Blue Cardinal Home Services Group, in this enlightening episode of "Catalyst for the Trades." Discover the journey of this third-generation leader as he shares his insights into scaling a home services business with a strong focus on people and leadership development. Trey discusses the decision-making process behind selecting a private equity partner, building a long-term strategic platform, and the significance of financial literacy in business operations. Explore the challenges, lessons learned, and the importance of setting your team up for success as Trey candidly shares his experiences from the trenches of the home services industry.

Timestamps:

• 00:00 - Introduction
  Jennifer Bagley welcomes listeners and introduces her guest, Trey McWilliams.
• 01:09 - Background
  Trey shares his journey from growing up in the trades to leading his family business.
• 02:02 - Business Expansion
  Discusses the growth of McWilliams & Sons and the establishment of Blue Cardinal Group.
• 03:46 - Decision-Making Process
  Insights into why building a platform with a private equity partner was the chosen path.
• 07:51 - Leadership Challenges
  The balance of running the business and managing operational and financial complexities.
• 10:32 - Lessons Learned
  Trey's reflections on financial accountability and leadership development.
• 17:13 - People First Approach
  How focusing on people and culture drives long-term business success.
• 21:10 - Transitioning Leadership
  Discussing the potential paths for business owners considering future transitions.
• 27:46 - Setting Up for Success
  The importance of clear expectations, communication, and accountability.
• 33:19 - Options for Growth
  Exploring strategic partnerships and reinvestment for business expansion.
• 40:44 - Emotional Journey of Change
  Navigating the emotional aspects of business transitions and partnerships.
• 46:26 - Closing Remarks
  Jennifer and Trey recap key takeaways and encourage proactive business management.

Guest Details:

Trey McWilliams

• Title: CEO of McWilliams & Sons, Founder of Blue Cardinal Home Services Group
• Background: As a third-generation leader in the home services industry, Trey has successfully expanded his family's business through strategic partnerships and acquisitions while focusing on cultivating leadership within his organization.

Relevant Links:

• McWilliams & Son
• Blue Cardinal Home Services Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of Catalyst for the Trades, hosts Jennifer Bagley and Chuck Staszkiewicz sit down with Mark Evans, a seasoned entrepreneur, investor, and wealth-building expert. Mark shares his journey in the trades and breaks down the essential steps for creating long-term financial success. They discuss business scalability, smart investment strategies, and the mindset shifts required for entrepreneurs to build lasting wealth. Mark also reveals the key mistakes business owners make when it comes to financial planning and how to avoid them. Whether you're just starting or looking to take your business to the next level, this episode is packed with actionable insights to help you achieve financial freedom.

Timestamps:

00:00 – Introduction by Hosts Jennifer Bagley and Chuck Staszkiewicz
00:45 – Meet Mark Evans: Background and Business Journey
03:10 – The Mindset Shift Required for Wealth Building
08:30 – How to Scale a Business Without Losing Control
14:50 – Key Financial Strategies for Trade Business Owners
21:15 – Common Pitfalls to Avoid in Wealth Management
28:40 – Real Estate and Passive Income for Trades Professionals
34:55 – Building a Legacy Through Smart Business Decisions
40:20 – Mark’s Advice for Entrepreneurs Looking to Achieve Financial Freedom
47:15 – Closing Thoughts and Where to Find Mark Evans

Guest Details:

Mark Evans
Title: Entrepreneur, Investor, and Wealth-Building Mentor
Background: Mark Evans is a highly successful entrepreneur and real estate investor with a strong track record in building and scaling businesses. He is passionate about helping business owners in the trades create long-term wealth through smart investments, business optimization, and financial education.

Relevant Links:

• Mark Evans’ Website

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of "Catalyst for the Trades," hosts Jennifer Bagley and Chuck Staszkiewicz are joined by George Donaldson, a leading figure in the home services industry known for scaling the Fix It Group from $1.7 million to $100 million. The trio dives deep into the crucial strategies and considerations for home services businesses looking to scale or plan an exit. Topics covered include the importance of having an exit strategy, making the right strategic partnerships, and the impact of leadership and operational excellence on scaling. Also discussed are the pitfalls to avoid in acquisitions, how to structure your business for substantial growth, and how education and mentorship can play pivotal roles. Tune in to gain insights and actionable advice that could transform your business trajectory.

Timestamps:

• 00:00
  - Introduction by Hosts Jennifer Bagley and Chuck Staszkiewicz
• 00:31
  - Introducing Guest George Donaldson: Achievements and Background
• 02:34
  - Importance of Exit Strategies in Business
• 05:29
  - Leadership vs Management in Scaling a Business
• 12:18
  - Attributes of a Scalable Business Model
• 17:21
  - Options for Business Owners Considering to Sell or Partner
• 22:46
  - Real-world Examples and Success Stories
• 33:56
  - Key Metrics for Evaluating a Home Services Business
• 35:07
  - Tips for Smaller Businesses to Prepare for Growth
• 45:15
  - Avoiding Common Pitfalls during Acquisitions
• 51:12
  - Closing Thought and How to Reach George Donaldson

Guest Details: George Donaldson

• Title:
  CEO of Fix-It Group
• Background:
  George is recognized for his exceptional ability to take home service companies to new heights, evidenced by his remarkable achievement of growing Fix-It Group from $1.7 million to $100 million in just seven years. Known for his expertise in business scaling, leadership, and strategic partnerships, George continues to provide mentorship and guidance to countless entrepreneurs in the industry.

Relevant Links:

• Fix-It Group

 Enjoyed this episode? Make sure to subscribe to "Catalyst for the Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with fellow trades professionals to help them scale and optimize their businesses. Don't forget to leave a comment or question for George Donaldson and stay tuned for more actionable insights in our next episodes.

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Ready to future-proof your contracting business? AI is transforming everything from lead conversion to customer service and financial management in the trades. In this episode, Lynn Wise, founder of Contractor in Charge and One Path AI, joins host Jennifer Bagley to break down how artificial intelligence is accelerating change for home service companies.

Learn what’s driving tighter margins, why AI-powered call centers and agentic agents are game-changers, and how contractors can level up to attract more leads, streamline operations, and boost profitability. Lynn and Jennifer share firsthand insights, practical adoption tips, and a behind-the-scenes look at innovative tools like the One Path AI CRM. This is a must-listen for anyone serious about thriving amid rapid tech transformation in HVAC, plumbing, or electrical.

Timestamps: 

00:00 - Welcoming Lynn Wise & The Urgency of AI in the Trades
03:07 - Lynn’s Unique Vantage Point: Financials and Call Centers
05:59 - Industry Trends: Margins, Overhead, and Post-COVID “Normal”
07:53 - AI’s Real Impact: Call Centers, Lead Velocity & Staffing
10:12 - The Consumer-Driven Shift to AI Tools and Agentic Agents
14:25 - How Business Owners Are Adopting Tech Slower Than Consumers
16:04 - The Freedom Outsourcing & AI Brings Contractors
18:57 - Early Adopters in the Trades: Real Stories and Use Cases
19:36 - Introducing One Path: The AI-First Operations Platform
21:16 - Why “Human in the Loop” Still Matters
23:43 - Letting Consumers Choose Their Experience
25:11 - Built for AI: Booking Systems, Agentic Agents & Efficiency
29:54 - Rethinking Customer Experience vs. Job Management
31:08 - SEO and Marketing in the Age of AI
35:23 - Lifetime Value, Lead Scoring & Automated Nurture
36:43 - Attribution, Reporting & Closing the AI Data Gap
38:41 - What’s Next: Releases, Parties & Staying Ahead
40:25 - Meet the AI-First Contractor: Case Studies
43:37 - Get Connected: How to Reach Lynn Wise & Jennifer Bagley

Guest Details:

Lynn Wise
Title: Founder of Contractor in Charge & Co-Founder of One Path AI

Background:
Lynn Wise is a pioneer in AI-driven solutions for the home services sector, with decades of expertise spanning financial management, call center operations, and tech innovation for contractors. Through Contractor in Charge and the new One Path AI platform, Lynn is empowering companies to leverage advanced tools that maximize margins, enhance customer service, and streamline day-to-day operations, making businesses more resilient, profitable, and ready for the future.

Relevant Links:

• Contractor in Charge
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of Catalyst for the Trades, we sit down with Stephanie Allen, CEO of Airworks Solutions, to talk about what it takes to lead and thrive in today’s fast-changing trades industry. From her journey leading a top HVAC business while balancing life as a mother of four, to her real-world strategies for using AI to accelerate processes and smash through old excuses, Stephanie shares what’s actually working right now for contractors and business owners.

Hosts Jennifer Bagley and Chuck Staszkiewicz dive deep with Stephanie on bold leadership, overcoming resistance to technology, leveraging ChatGPT for everything from operations to growth, and building a company culture that’s both agile and resilient. Hear how Stephanie’s approach to team development, innovation, and authenticity is helping her business and others stay ahead, and get practical tips you can put to work today.

If you’re determined to cut through the noise, embrace change, and lead your team to new heights, this episode is a must-listen.

Timestamps:

00:00 – Meet Stephanie Allen & Podcast Icebreakers
02:36 – Stephanie’s Origin Story: Leadership, Partnership, and Purpose
04:37 – Driving Transformative Leadership: The BOLD Experience
10:21 – Excuses vs. Execution: How Stephanie Does More With Less
12:39 – Five Ways Stephanie Uses AI/ChatGPT in Her Trades Business
16:21 – The Power of Asking Better Questions (and Training AI)
19:27 – Empowering Teams: Bots, Automation, and Company Culture
23:27 – Winning Team Buy-In for Tech & Change
26:44 – Leadership Lessons: Vulnerability, Vision, and Empowerment
29:52 – Community Over Competition: Growth Mindset in the Trades
31:07 – Rapid Innovation, Mindset, and Getting on the AI “Ark”
34:34 – Why Human Touch Still Matters (And How to Scale It)
40:57 – Overcoming AI Skepticism: Training, Strategy, and Mindset
46:51 – The Stakes for Advisors: Why It’s Time to Lead or Get Out of the Way
49:02 – Final Words: Just Start—Building a Community for Change

Guest Details:

Stephanie Allen
Title: CEO, Airworks Solutions

Background: As the CEO of Airworks Solutions, Stephanie Allen leads from the trenches, balancing family, business growth, and the constant evolution of the trades. Known for her practical leadership, embrace of innovation (especially AI and automation in the trades), and relentless focus on team empowerment, Stephanie is a sought-after mentor, speaker, and industry advocate. She’s passionate about helping contractors unlock their potential, drive real performance, and build cultures that win.

Relevant Links:

• AirWorks Solutions
• BOLD Leadership Program – Driven Leadership
• Catalyst for the Trades Podcast
• The Opus & Golds Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

What does it really take to thrive as a new HVAC business in a crowded market? Jason Walker, founder of HVAC Masters of the Hustle, pulls back the curtain on his own journey from law enforcement to leading high-performing HVAC teams—and building a company that stands out against $100M+ competitors. In this high-energy episode, hosts Jennifer Bagley and Chuck Staszkiewicz dig into real-world strategies: launching with limited resources, executing guerrilla marketing, building a brand that commands attention, and relentlessly investing in people and process.

Listen for hard-won advice on company culture, neighborhood marketing, goal setting, and giving back to the community—even while running on a startup budget. Whether you’re a one-truck operation with big dreams or a seasoned owner looking to reignite your hustle, this episode delivers practical insight to make this your best summer ever.

Timestamps:

00:00 – Show Intro & Episode Banter
01:56 – Why Summer Is “Money Season” in HVAC
02:53 – Jason’s Startup Story: From Trainer to Owner
05:40 – Lessons Learned Riding with the “Big Dogs”
06:43 – Adapting to Technology in the Trades
08:45 – Setting Up Shop: Branding, Systems & Core Values
11:08 – Neighborhood Domination & Guerrilla Marketing
13:05 – Door Knocking, Opportunity, and the Hustle Mindset
17:47 – Competing in a Big Market with Limited Resources
20:23 – Out-of-the-Box Community Marketing Ideas
23:05 – Mac Attack Foundation: Giving Back through Adoption & HVAC for Foster Homes
25:55 – Keys to Success: “Do What Others Aren’t Willing to Do”
27:14 – Two Things Every Shop Should Do Before Summer
29:29 – Building Processes That Drive Revenue and Culture
34:02 – Creating Team Culture Through Fun & Recognition
37:14 – The Non-Negotiable: Weekly Huddles and Owner Engagement
39:20 – Core Values: Make Them Real, Make Them Memorable
43:07 – Take Care of Your People (Installers, Lunch, and Beyond)
45:12 – Standout Installations: Turning Work Into Art
47:46 – Final Words: Dream Big, Outwork Your Excuses

Guest Details:

Jason Walker
Title: Founder, HVAC Masters of the Hustle

Background: Known for his “master of the hustle” approach, Jason Walker built his business from the ground up by applying street-smart marketing, relentless process focus, and an unwavering commitment to people and community impact. He is also the founder of the Mac Attack Foundation, which delivers essentials to newborns in need and sponsors adoption fees for families.

Relevant Links:

• HVAC Masters of the Hustle
• Royalty Heating & Air
• Catalyst for the Trades Podcast
• The Opus & Golds Group
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Ready for a real-world success story that proves the trades are wide open for ambitious go-getters? On this episode of Catalyst, hosts Jennifer Bagley and Chuck Staszkiewicz welcome Darren Dixon, an HVAC industry legend, and his son, Tyler Dixon, who swapped college plans for a fast-track sales career in home services. Tyler shares his path from general manager of a fitness club to high-performing comfort advisor at DND Air, breaking six-figure income before age 22—all thanks to tech-forward processes, strong mentorship, and a relentless drive to connect with customers.

Discover practical hiring, onboarding, and training insights, hear how new technology like “Perfect Match” empowers younger sales stars, and get actionable advice for owners and aspiring salespeople who want to level up. Perfect for business owners, comfort advisors, tech-savvy recruits, or anyone wondering if the trades are the new American Dream.

Timestamps:

00:00 – Meet the Hosts & Guests
01:30 – Tyler’s Journey: From Fitness GM to Trades Newbie
06:03 – Facing Fears and Making the Leap
12:24 – Why HVAC Sales Is a Winning Career
16:05 – Onboarding: Tyler’s Three-Week Sales Training Breakdown
17:56 – Leveraging Technology: Perfect Match and Customer Experience
22:47 – Building Value, Trust, and Higher Ticket Sales
25:10 – The Power of Communication Over Technical Jargon
27:21 – The Critical Installer-Sales Relationship
29:18 – Marketing with Integrity: Transparent Sales vs. Tune-Up Flips
31:07 – Generational Opportunity: The Future of Trades Careers
34:11 – Tyler’s Pre-Call Prep & Building Relationships
36:44 – Learning and Self-Development on the Road
43:22 – The Power of Process: Metrics, Mindset, and Detaching from Outcomes
49:10 – Debriefing Calls: Learning from Every Experience
51:12 – Final Thoughts & The Importance of Community

Guest Details:

Darren Dixon
Title: Founder & CEO, fyxify
Background: With 30 years in the trades, Darren's career spans from a comfort advisor to franchise development in one-hour heating and air conditioning. Now at fyxify, he focuses on merging technology with consumer-centric services.

Tyler Dixon
Title: Home Comfort Specialist at D&D Air Conditioning
Background: Former top-performing fitness general manager. In his first year in HVAC, Tyler’s on track for $3 million in sales using cutting-edge tools and process-driven training.

Relevant Links:

• Fyxify
• Catalyst for the Trades Podcast
• Opus and Golds
• CI Web Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Is your contracting business ready for the next wave of technology? In this forward-thinking episode, Jennifer Bagley and Chuck Staszkiewicz sit down with Paul Redman, CEO of Contractor Commerce, to talk about what it really takes to stay competitive in a rapidly evolving market. They dive into the impact of AI, automation, and e-commerce, how lean, tech-centric companies are reshaping home services, and why a customer-first mindset is more critical than ever.

From practical ways to leverage AI—no matter your company size—to rethinking memberships, avoiding “growth debt,” and creating standout customer experiences, this episode is packed with insights for contractors who want to win today and tomorrow.

Whether you’re just starting out or leading a multimillion-dollar operation, you’ll get actionable advice and real-world examples to help you adapt, thrive, and build a future-ready business.

Timestamps:

00:00 – Introductions and laughs: Why getting the details right matters
02:18 – Paul Redman’s journey from field sales to Contractor Commerce
07:21 – Spotting trends: Seeing the future in HVAC and home services
10:56 – The technology revolution: AI adoption, contractor mindsets, and industry shifts
14:33 – Native AI everywhere: How device updates will transform how consumers find you
19:16 – The evolving sales process: Preempting customer questions and leveraging automation
22:34 – Transparency, trust, and the rise of recorded customer interactions
26:24 – Removing excuses: Why efficiency is easier than ever with today’s AI tools
30:38 – Breaking down barriers: Closed-loop systems vs. AI’s demand for open integration
32:42 – Memberships for contractors: What works, what falls flat, and what customers actually want
35:24 – The big question: Will lean, tech-driven contractors outcompete industry giants?
39:04 – People vs. profit: How to build margin and deliver exceptional experiences
43:49 – Risk, reward, and pricing: The new business model for contractors
47:11 – Omnichannel, DTC, and the future of HVAC manufacturers
51:04 – High-leverage activities: Human connection as your best competitive edge
52:52 – Wrap-up and takeaways

Guest Details:

Paul Redman
Title: CEO of Contractor Commerce

Background: Paul Redman is a leader in digital transformation for the trades, with extensive experience in HVAC, sales, and tech. From his start in field sales straight out of college to founding Contractor Commerce, Paul’s passion is making e-commerce and modern customer experiences accessible to contractors of all sizes. He’s a champion for contractor success—and for keeping the human touch alive in a tech-driven world.

Relevant Links:

• Contractor Commerce
• Catalyst for the Trades Podcast
• CI Web Group
• Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Motivation means nothing if you can’t execute. In this episode, Sam Wakefield, creator of Close It Now and catalyst of transformative sales events like “Relentless: The Ultimate Sales Transformation”, pulls back the curtain on what actually drives success in the trades: clarity, consistent follow-up, and evolving beyond “lead baby” mentality. Hosts Jennifer Bagley and Chuck Staszkiewicz dig in with Sam on how to deliver events (and training) that don’t just pump you up for a day, but change your business for years.

This episode is a powerhouse for any home service pro ready to create real, measurable growth. It covers tactical follow-up frameworks that'll instantly boost close rates and actionable strategies for door-to-door prospecting, personal development, and setting higher sales standards.

Don't miss this conversation if you want to boost your revenue, hold your team accountable, and build a business ready for tomorrow’s customers.

Timestamps:

00:00 - Welcome & Introductions: Meet Sam Wakefield and recap of Sam’s recent “Relentless” sales transformation event
04:24 - Motivation vs. Execution: Why so many industry events fail to drive results
08:50 - The Power of Clarity & Focus: How to get your team to execute (not just attend)
16:58 - Inside the Relentless Event: Personal transformation and tactical sales breakthroughs
22:07 - The Fortune in the Follow-Up: Sam’s new 12+ touch follow-up system (and why most contractors leave money on the table)
29:00 - Prospecting Beyond Digital: Why door-knocking and neighbor outreach outsell even the best online ads
34:23 - Future-Proofing Your Trades Business: Blending grassroots, digital, and accountability for unstoppable growth
40:00 - Raising the Standards: Why the trades need a cultural shift—and how federal regulation could change everything
43:14 - Book Clubs, Masterminds, and Sam’s Commitment to Industry-Wide Change
44:24 - How to Connect with Sam & Next Steps

Guest Details:

Sam Wakefield
Title: Founder, Close It Now; National Sales Trainer; Event Host

Background: Sam Wakefield is the founder of Close It Now, a premier sales training company for HVAC, plumbing, electrical, and home service businesses. With a proven track record of helping teams boost average ticket prices, increase closing rates, and implement robust follow-up systems, Sam is a sought-after speaker and event leader for those serious about accelerating growth. He’s at the forefront of future-proofing the trades, with a sharp focus on blending personal development and tactical, actionable sales processes.

Relevant Links:

• Close It Now (Website)
• Close It Now Facebook Group
• Connect with Sam on Instagram
• Catalyst of the Trades Podcast
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

What does it take to build a thriving, people-first business in the home services industry—and keep it growing for nearly 40 years? In this candid episode, Raul Rodriguez (Founder & President of Power Pro Plumbing) joins hosts Jennifer Bagley and Chuck Staszkiewicz to share hard-won lessons on leadership, growth, and adapting to new technology in the trades.

Raul’s journey, from his rough start in 1987 to leading one of the most respected plumbing companies with over 28,000 positive reviews, is packed with insights. The conversation covers why trust and service always beat chasing dollars, how AI and automation are reshaping opportunity for contractors, and why hiring for personality and passion trumps experience. The trio also dive into practical advice for adopting technology the right way, building teams that last, and creating a company culture that attracts top talent, even in today’s competitive market. Essential listening for contractors, business owners, and anyone ready to lead with purpose in the trades.

Timestamps:

00:00 – Welcome and Introductions
02:21 – Raul’s Journey: Nearly 40 Years in the Trades
05:41 – Why Trades Are Recession-Proof & Still Growing
08:00 – The Power of Service: From Sales to Connection
10:25 – Building Through Downturns: Power Pro’s Big 2008 Growth
13:36 – Why Trust Is the Core of Trades Success
15:33 – Private Equity & The New Opportunity in Trades
16:23 – How AI & Automation Free Up Time for What Matters
18:56 – Rethinking Hiring: Why Personality Beats Experience in 2024
20:36 – The Right Way to Implement Technology in Your Company
23:20 – Training, Culture, and Meeting the Next Generation’s Needs
27:32 – Combatting Misleading “Easy Money” Narratives in the Trades
28:17 – Building a Team That Loves What They Do
31:03 – Leadership, Reviews, and Why Employees Are Your #1 Customers
38:19 – Accountability, Communication, and Creating Security for Teams
44:54 – The Three Pillars: Trade, People, and Business
45:21 – Power Pro’s New AI-Enabled Booking Platform & Rebrand
47:21 – Final Thoughts: Progress Over Perfection & The Power of Humility

Guest Details:

Raul Rodriguez
Title: Founder & President, Power Pro Plumbing

Background: Raul Rodriguez has dedicated nearly four decades to the home services industry, starting as a tradesman in 1987 and growing Power Pro into one of Southern California’s leading plumbing companies. With over 28,000 positive reviews and a reputation for genuine service, Raul is known for his people-first approach to leadership, a passion for mentoring new talent, and a willingness to evolve with technology and times.

Relevant Links:

• Power Pro Plumbing
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus and Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

What does it take to scale a family-owned trades business from $12M to $20M in just three years? In this episode, Dana Staszkiewicz, co-founder of Opus and Gold, joins host Jennifer Bagley to share what really happens behind the scenes of explosive growth in the home services industry. Dana gets candid about her journey transitioning from global retail brands to running a legacy trades company with her brother. Discover high-leverage moves—budgeting, process-building, and accountability—that transformed their business. Dana also reveals why job descriptions, SOPs, and KPIs aren’t just “corporate red tape,” but the secret sauce that separates thriving teams from those just getting by.

Plus, hear about Dana’s passion project, the Audara Collective—a supportive space for women leaders in the trades—and how podcasting, networking, and continuous learning power lasting success. If you’re a home service entrepreneur navigating family dynamics, thinking about leveling up with outside expertise, or simply wanting a blueprint for financial discipline and real leadership, this episode is packed with actionable takeaways.

Timestamps:

00:00 - Welcome & Introductions
00:33 - How Dana and Jennifer Met: Women in Home Services
02:00 - Building & Growing a Legacy Trades Business (from $12M to $20M)
04:18 - Why Budgeting & Numbers Matter More Than You Think
06:36 - Bringing Retail Mindset to Trades: Business by the Numbers
10:12 - Establishing Accountability, SOPs & Culture
13:04 - Family Dynamics: Coming into the Business & Earning Credibility
16:04 - Legacy Teams vs. Newcomers—Managing the Transition
18:21 - What Makes a Great Company Culture (and How to Spot Its Loss)
20:34 - When to Seek Help & Set Next-Level Goals
22:19 - What Opus and Gold Does for Trades Businesses
25:16 - Family in the Business: Holding Loved Ones Accountable
27:57 - Adapting to Technology, Automation, and Lean Teams
29:18 - The Audara Collective: Elevating Women in Home Services
35:30 - CEO “Warp Zones” and Balancing Family & Business
39:07 - Dana’s Podcast: The Trades Accelerator
41:21 - How Dana’s Projects and Podcasts Complement Each Other
42:15 - Keys to True Change: Consistency, Repetition, and Community
44:03 - Dana’s Final Advice: Leverage Your Minutes for Growth
45:21 - Connect with Dana & Opus and Gold

Guest Details:

Dana Staszkiewicz
Co-founder, Opus and Gold
Founder, Audara Collective | Host, The Trades Accelerator Podcast

Background: Dana Staszkiewicz transitioned from a career in global retail and supply chain to help grow her family’s home services business to $20M. Now, through Opus and Gold, she helps other trades businesses scale with strong financial systems, accountability, and leadership. She also founded the Audara Collective to support women in home service leadership.

Relevant Links:

• Opus and Gold
• The Trades Accelerator Podcast
• Audara Collective
• CI Web Group
• Catalyst for the Trades Podcast

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

What does it really take to build a trades business that runs without you—and gives your family the freedom you dreamed of? In this episode of Catalyst for the Trades, host Jennifer Bagley sits down with Mike Abramowitz: systems engineer, author, and founder of the “Time Rich 6” framework. Mike shares the unfiltered journey from direct sales grind and early business mistakes to helping hundreds of trades entrepreneurs break free from burnout.

You’ll hear real-world strategies for building repeatable, scalable systems in plumbing, HVAC, electrical, landscaping, remodeling, and more. Mike shares emotional lessons from his own life—including navigating medical emergencies, recovering from financial crisis, and defining boundaries so business supports your life (not the other way around). Whether you’re in the field, a growing owner-operator, or leading a team, this is a tactical, heartfelt blueprint for creating a business that works so you don’t have to be on call 24/7.

Timestamps:

00:00 - Welcome & Mike’s Journey: From Family in the Trades to Building a Legacy
02:30 - The Drive for Predictable Freedom—Why Systems Matter
05:02 - What Is the Time Rich 6 Framework?
07:43 - Specializing in the Trades: Why This Industry, Why Now
09:58 - The “God Class” Problem: Why Wearing Every Hat Kills Growth
11:23 - Turning Technicians into True Business Owners
13:51 - Defining the Lead Domino: Finding High-Leverage Activities
14:20 - The 6 Components of the Time Rich 6
17:24 - Real Success Case: Elegant Accents’ Revenue Breakthrough
22:19 - Another Real Example: Staging Business Owner 4x Revenue, Buys Back Time
29:34 - Mike’s Lowest Point—Rebuilding After Financial Disaster
32:12 - The Reality of Transformation: Significant Emotional Events vs. Consistency
34:55 - Why Conferences Aren’t Enough—True Customization vs. “One Size Fits All”
36:13 - No Homework, No Fluff: The Power of Install Events & War Room Tactics
40:13 - Jennifer’s Perspective: Truncating Years of Progress into Months
42:31 - The Human Side of Change—Why Execution (Not Just Planning) Matters
44:22 - How to Get a Custom, No-Pitch Playbook for Your Business
47:16 - What Happens Next: Collaboration, AI Tools, and Final Thoughts

Guest Details:

Mike Abramowitz
Title: Co-Founder, Better Than Rich

Background:
Mike Abramowitz is a business systems architect with 20 years in direct sales and a degree in engineering from the University of South Florida. From rebuilding after deep personal and financial hardship to writing nine books, starting a nonprofit, and building a 7-figure business that functioned while he was out for months—Mike now teaches trades entrepreneurs how to design businesses for true freedom. His “Time Rich 6” framework has helped nearly 300 companies in plumbing, HVAC, electrical, landscaping, and more move from owner-dependence to predictability, scalability, and a life by design.

Relevant Links:

• Better Than Rich
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

In this episode of Catalyst for the Trades, host Jennifer Bagley welcomes Utku “Dave” Kaynar, CEO of OnePath, to take you deep inside the future of automation, lead management, and true profitability for the trades. Learn how AI-driven workflows, intelligent booking, and seamless platform integration are helping HVAC, electrical, and plumbing companies convert more leads, reduce overhead, and outpace the competition—without sacrificing the customer experience.

If you want to elevate your business, stop letting leads slip through the cracks, and finally operate at peak efficiency, this is the episode for you.

Timestamps:

00:00 – Meet Dave and the AI Revolution in the Trades
01:23 – Dave’s Journey: From Buckeye Startup to Home Services Innovator
04:11 – Data-Driven Insights: The 80% Rule & Repetitive Task Automation
06:25 – The Lead Management Gap: Booking Rate Truths & Industry Challenges
10:23 – AI and Financial Mastery: Boosting EBITDA with Automation
11:24 – What Makes OnePath Different: Agentic AI & Intelligent Customer Journeys
16:23 – The Power of Deep Integration: From Silos to Data-Driven Decisions
20:45 – Rethinking the Customer Experience: Personalized Automation for Every Channel
24:01 – Booking Without Bottlenecks: AI Chat, LSA, Web Forms, and Aggregator Integration
27:55 – Why Speed Wins: Fastest Response, Highest ROI
29:03 – Customer Preferences: Meeting Leads Where They Are, 24/7
31:45 – The Human Element: Human-in-the-Loop Support for Complex Cases
32:50 – How OnePath’s Booking Experience Outshines Traditional Tools
34:13 – Handling Urgent Appointments & Converting Every Opportunity
35:24 – Next-Level Automation: Outbound, Retention, and Personalized Marketing
36:58 – The Impact of AI-Powered Booking vs. Legacy Platforms
38:01 – Preparing for the Agentic Future: AI as Your Workforce
40:23 – How Contractors Can Finally Master High and Low Seasons
41:45 – Streamlining Repetitive & Administrative Payroll with AI
42:06 – Tool Comparison: Security, Integrations, and True Agency Intelligence
47:12 – Navigating Legacy Tech, Automation Pitfalls, and Choosing Smarter Solutions
49:24 – The AI-Enabled Contractor: Fast, Localized, and Language-Free
51:44 – Connect with OnePath, Book a Demo, and Next Steps for Contractors

Guest Details:

Utku “Dave” Kaynar
Title: CEO & Co-Founder, OnePath

Background: With over 15 years in tech and a pioneering track record in AI and automation for home services, Dave brings deep expertise in SaaS, workflow optimization, agentic AI, and field service integration. He previously co-founded Buckeye, scaling dispatch automation during the pandemic, and has led partnerships with industry giants like ServiceTitan and Nextstar. Dave’s insider knowledge helps contractors unlock “free money” through automation—raising booking rates, increasing profitability, and optimizing every step of the customer journey.

Relevant Links:

• OnePath AI
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Ready to level up your decision-making and accelerate growth? In this episode of Catalyst for the Trades, host Jennifer Bagley sits down with Teasha Cable—tech visionary, AI expert, and founder of CModel—to uncover how AI-powered decision intelligence transforms the way businesses operate. Teasha shares the real-world processes, systems, and mindset shifts that move companies from gut-driven calls to strategically sound, data-informed decisions.

Whether you’re leading a team of two or scaling an enterprise, Teasha’s insights on AI integration, practical frameworks, and future-proofing your business will help you optimize operations, reduce costly missteps, and unlock sustainable growth.

Perfect for contractors, entrepreneurs, and forward-thinking business owners who want to turn decision-making into their strongest asset.

Timestamps:

00:00 – Welcome Back & Introduction to Teasha Cable
00:54 – Teasha’s Journey: From VP to AI Innovator
02:47 – Why Gut Instinct Is Not Enough for Business Decisions
04:17 – Small Business: Where to Start With Decision Best Practices
07:33 – From Purpose to Predictable Revenue: Building Strong Business Foundations
10:27 – Making Smarter Decisions With AI: What’s Changed and Why It Matters
14:11 – Buying Software vs. Making Strategic Moves: Avoiding FOMO Decisions
21:51 – The Real Risk of Ignoring AI: Future-Proofing Your Business
24:44 – Decoding AI: Supervised Learning, Generative AI, and Decision Intelligence
28:53 – Agentic AI vs. Traditional Automation: What Business Owners Need to Know
32:18 – When (and When Not) to Automate: Fix the Process Before You Buy the Bot
34:07 – The Impact of Systemic Decision-Making on Growth and Efficiency
38:27 – Tracking, Learning, and Repeating What Works
41:50 – Calculating the True Cost of Inaction
42:48 – Who Needs CModel: Transparency, Leadership, and Adoption
45:34 – The Competitive Edge: Vision, AI Adoption, and the Future of Work
47:07 – Final Thoughts: Thriving in an AI-Driven Business Landscape
51:50 – How to Connect With Teasha Cable & CModel

Guest Details:
Teasha Cable
Title: CEO & Co-Founder, CModel
Background: 

Teasha Cable is a leading authority in AI-driven decision intelligence, with 25 years of experience in business operations, product strategy, and tech innovation. She’s worked with some of the world’s largest companies and now empowers businesses of all sizes to make smarter, faster, and more profitable decisions through her platform, CModel.

Relevant Links:

• CModel
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.

Missed calls are costing contractors serious money, but AI is changing the game. In this episode, Brad Scruggs, President & CMO of ZyraTalk, sits down with Jennifer Bagley to unpack how artificial intelligence is rapidly reshaping customer communication for home service businesses. From automating appointment scheduling and integrating with CRMs to training AI agents that learn and adapt, Brad shares his front-line perspective on building scalable, ROI-driven AI solutions for the trades.

Brad and Jennifer break down the shift from basic chatbots to sophisticated, agentic AI, dive into deep FSM integrations, and reveal the crucial support AI can provide for contractors of all sizes, especially when every call counts. Whether you’re a tech-forward business or feeling behind, this episode covers practical insights for home service leaders who want to leverage AI for growth, efficiency, and superior customer experience.

Perfect for HVAC, plumbing, and service companies ready to embrace the future (and eliminate voicemails for good!).

Timestamps:

00:00 - Welcome & Introductions

02:04 - ZyraTalk’s Origin Story

04:55 - The Leap to AI: Challenges & Evolution

08:21 - Scaling Support & Self-Onboarding with AI

11:38 - AI vs. Human: Changing Customer & Company Workflows

15:01 - Deep Integrations: ServiceTitan, Housecall Pro & Beyond

20:14 - Multi-Channel Communication & AI

27:58 - ROI & Real Results

30:58 - Why Voicemail and Old-School IVR Are Obsolete

34:27 - The Future: Agentic Agents, Booking Bots & Online-First Customers

41:43 - Fast-Forward 10 Years (or Maybe Just 2): Predictions on Tech, Jobs & Human Adaptation

Guest Details:

Brad Scruggs
Title: President & Chief Marketing Officer, ZyraTalk
Background: Brad is a co-founder of ZyraTalk, a pioneering company delivering AI voice, chat, and automation solutions for home service businesses. With 11 years in the trades and a deep background in lead generation and technology disruption, Brad specializes in making AI practical and profitable for contractors nationwide.

Relevant Links:

• ZyraTalk
• Just Start AI
• Catalyst for the Trades Podcast
• CI Web Group
• The Opus & Golds Group

Enjoyed this episode? Subscribe to "The Catalyst for Trades" on Apple Podcasts, Spotify, or your preferred platform. Share this episode with aspiring and established leaders, and stay tuned for more insights on driving business success and personal leadership growth.