How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes

Service Business Mastery for Skilled Trades: HVAC, Plumbing & Electrical Home Service

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Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! www.servicebusinessmastery.com

In this episode, recorded live at AHR 2025 in Orlando, hosts Tersh Blissett, Co-Founder and Chief Experience Officer at Trade Automation Pros, and Joshua Crouch the Founder of Relentless Digital Marketing Solutions, explore the use of AI and automation in the service industry. They discuss the complexities of integrating technology into traditional business models and maintaining core operational processes. Tersh and Josh share valuable insights on optimizing customer service and internal workflows, the importance of process optimization, and their personal experiences with digital marketing tools, offering practical advice on leadership and adapting to technological changes.

This discussion highlights key elements such as optimizing business processes using AI, maintaining core operational efficiencies during technological integration, and ensuring effective customer engagement and employee adaptation, essential for long-term business success.

In this episode, here's what you can expect to learn:

• Tech-Driven Growth: How service businesses use AI and automation to adapt and thrive.

• Leadership in Transition: Managing change and communication in the era of technology.

• Strategy Meets Emotion: Balancing automation with emotional intelligence for success.

• Insights into Action: Leveraging digital expertise for strategic business planning.

• Building Resilience: Sustaining business through core processes and customer engagement.

Timestamps ⏰ 00:00 - Episode Introduction 04:03 - Background and Experience with AI in Service Industries 06:00 - Phone Tap: Using AI Call Analysis to Uncover Booking Gaps and Max Lead Conversion 08:14 - Optimizing, Automating, and Delegating: Transforming Processes for Efficiency 12:23 - Recording and Refining Processes: Ensuring Scalability and Flexibility for Any Situation 13:56 - Benefits of Automation in Customer Service and Marketing 17:15 - Embracing the Four-Hour Workweek Mindset: Balancing Automation and New Priorities 20:47 - Calculating Time Savings Through Automation: The Power of Task Efficiency 23:39 - When Not to Automate: Key Customer Journey Moments 29:53 - AI Note-Takers: Streamlining Service Calls and Detailed Recordings for Efficiency 33:42 - Simplifying SOPs with ChatGPT: Automating and Customization for Your Business 42:58 - Implementing SOPs with Your Team: Training, Buy-In, and Consistent Review

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Links & References:

LinkedIn:

• Tersh Blissett

• Josh Crouch

Company Details:

• Trade Automation Pros

• Relentless Digital Marketing Solutions

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!

• MarketStorm

• Rilla

• Lace.ai

• Autobot.ai

• Avoca.ai

Connect with us!

• Tersh Blissett

• Josh Crouch

• Join the Service Business Mastery Facebook group for more updates!

• Visit our website: www.servicebusinessmastery.com

Affiliate links:

• Castmagic

• StreamYard

• IfTTT

• Zyra Talk