Profiles in Prosperity Service Roundtable

Jeremy Lowe has done just about everything in our industry: Service Technician, Sales, Installation, Management, General Manager, and for the last 20+ years has been on the Flat-Rate Pricing side of the industry with Calahan-Roach, Profit Rhino, and Service Fusion. Along the way he's amassed tremendous experience and great insight into our industry.  I have a lot of respect for Jeremy for his dedication to helping contractors and making our industry better. In this episode Jeremy tells us about his career, the connection of Calahan-Roach, Profit Rhino, and Service Fusion, and gives us powerful advice for contractors. Jeremy's a great resource for you: listen and learn!

Other items discussed:

• The Calahan-Roach database
• Working with NASA
• Planning for a business exit
• Knowing your numbers
• Leadership
• Developing a culture
• Jeremy's new podcast: Tips for the Trades

Chuck Worley is the owner, founder, and leader of Worley’s Home Services in the Hampton Roads, Virginia area. Worley’s Home Services is a full, whole home services company – HVAC, Plumbing, Electrical, Insulation, and Crawlspace Encapsulation. Worley’s is a very successful company, but, as many know, the road to success can be very bumpy with difficult detours. Chuck’s experienced all of that and it’s a great story. Even better are his innovative ideas and inspirational contributions to his community, his team, and our industry. Who else do you know that has a Company Chaplain?
There’s a lot in this interview with Chuck, so we’ve split it into two episodes.
In these episodes you’ll learn about:

• How and Why Chuck got into HVAC.
• How a wrestling coach’s intervention helped Chuck get into the Trades
• Chuck’s reluctance and early success in Sales
• Building and losing a company.
• Declaring bankruptcy.
• Living in an RV down by the river.
• Paying back creditors.
• Having a Company Chaplain.
• Starting over with his son.
• Net Profit Tithing.
• Developing the secondary leadership team.
• Being a building science geek.
• Building organically and through acquisition.
• Character, Integrity, and Doing The Right Thing
• Employee Ten Commandments
• Imprinting your brand.
• Using EOS
• Papering the town
• The Radio Show
• Branding and Logo Tournament
• Moving from Sales to Marketing
• Personal growth
• Family in the business
• Moving billboards
• Being the face of Worley’s
• The events Chuck attends
• How much Chuck spends on marketing
• Client appreciation parties
• Giving back to the community

Chuck Worley is the owner, founder, and leader of Worley’s Home Services in the Hampton Roads, Virginia area. Worley’s Home Services is a full, whole home services company – HVAC, Plumbing, Electrical, Insulation, and Crawlspace Encapsulation. Worley’s is a very successful company, but, as many know, the road to success can be very bumpy with difficult detours. Chuck’s experienced all of that and it’s a great story. Even better are his innovative ideas and inspirational contributions to his community, his team, and our industry. Who else do you know that has a Company Chaplain?
There’s a lot in this interview with Chuck, so we’ve split it into two episodes.
In these episodes you’ll learn about:

• How and Why Chuck got into HVAC.
• How a wrestling coach’s intervention helped Chuck get into the Trades
• Chuck’s reluctance and early success in Sales
• Building and losing a company.
• Declaring bankruptcy.
• Living in an RV down by the river.
• Paying back creditors.
• Having a Company Chaplain.
• Starting over with his son.
• Net Profit Tithing.
• Developing the secondary leadership team.
• Being a building science geek.
• Building organically and through acquisition.
• Character, Integrity, and Doing The Right Thing
• Employee Ten Commandments
• Imprinting your brand.
• Using EOS
• Papering the town
• The Radio Show
• Branding and Logo Tournament
• Moving from Sales to Marketing
• Personal growth
• Family in the business
• Moving billboards
• Being the face of Worley’s
• The events Chuck attends
• How much Chuck spends on marketing
• Client appreciation parties
• Giving back to the community

Stephanie Postell is the Chief Operating Officer and owner (with her husband, David) of Anchor Heating and Air.

Stephanie has enjoyed a diverse career prior to joining the HVAC industry. She started off as a Kindergarten teacher, owned and worked in different businesses before working for an  HVAC company and eventually starting her own HVAC business.

Stephanie has a wealth of experience, and vast expertise in operations. We talk with her about her background, her experiences in different HVAC companies, acquisitions, finding and keeping great people, managing a company with your spouse, her presentation at the upcoming Service Nation Summit in Reno, what people don’t know about implementing processes and procedures that they should, and her philosophy for making a great company.

You can learn a lot from Stephanie Postell! If you want to hear more from her, attend the Service Nation Summit in Reno, Nevada, April 16-18 2024. Register at https://web.cvent.com/event/492c6ebd-1e1b-4ee2-9dfd-114720d2a5d2/regProcessStep1:ad7993b6-9676-4275-b566-a8c5aeacc191

A blessed accident caused Mike Chastain to need a job at a very young age. So he went from 9th grade right into plumbing. After gaining valuable experience in new construction plumbing, the new housing market collapse caused him to make another change and start his own business with his wife, Katie. The ups and downs of business ownership caused them to learn a lot and grow. We'll hear about:

• The blessing of family in the business
• Starter coaches
• The roller coaster of business
• Why Mike joined Service Nation Alliance, and what that's doing for him and Absolute Plumbing
• Firing a CSR and gaining $15K in weekly revenue as a result
• The "coloring books and crayons" method for systems and processes
• Unexpected help from a competitor
• Immediate challenges to growth
• The five year plan
• Advice for young people entering the trades.

Look at this: it’s a two-for-one podcast episode! Allan Ferguson, host of the Pipeline to Profitability Podcast interviews David Heimer and David Heimer, host of Profiles in Prosperity, interviews Allan Ferguson.

Join Allan Ferguson, your host on Pipeline to Profitability, as he engages in a riveting conversation with celebrated entrepreneur David Heimer, founder and retired COO of Service Nation, Inc. This enlightening episode goes beyond tracing David's illustrious professional journey, touching upon his substantial contributions to the industry, and delving into personal anecdotes from their intertwined careers.
Listen in to gain insights into David's philosophy on the irreplaceable role of relationships in business, which he breaks down into five essential types: with contractors, vendor partners, coaches, community connections, and within the company itself. These relationships form the backbone of business growth, playing a pivotal role in building successful teams and fostering a conducive business culture.

As you tune into this rich discourse, explore the significance of networking with direct competitors and leveraging the vast resources of the internet to your advantage. Alan and David's shared experiences highlight how friendly competition can be a catalyst for business expansion, introducing surprising growth opportunities.

Learn from Alan's insightful advice on scaling up your business, particularly a plumbing and HVAC business, derived from his experience navigating diverse markets. His forays into innovative e-training provide a unique learning opportunity for budding contractors.

Further, David’s wisdom offers a refreshing perspective on embracing retirement, underscoring the importance of leading a fulfilling life beyond the scope of business. He also touches upon strategies such as the innovative concept of call-by-call management, and the transformative power of mentorship and leadership.

Contact David Heimer about the Profiles In Prosperity podcast at PIP@NewMediaEmpire.com

Get Allan Ferguson’s eBook “Five Steps to 10X Your Income” at

https://www.servicesuccessacademy.com/ebook