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Chris
Welcome to to the Point Home Services, the podcast where real contractors share real strategies. We cut through the noise and get straight to the point with the contractors that are working in the field right now. If you run a home services business and want to lead, better grow faster and stay sharp, you're in the right place. Now, before we get started, I need you to do one thing. Only 30% of our listeners are following the show. So stop what you're doing, hit follow, and let's get to the point.
Chad Peterman
This is to the Point a Rhino.
Josie Parks
Experience voted one of the top home.
Unknown
Services, marketing and operations podcasts.
Josie Parks
Cutting through the and getting to the point.
Chad Peterman
Hey, what's up to the Point listeners? It's your boy Chris, along with my co host, Mr. Chad Peterman. Chad, guess what, buddy? I have something special on the way for you. What? You got your Rhino X Award.
Unknown
Did you find it?
Chad Peterman
We have located the award and it will be on its way to Peterman Brothers facility in care of Chad Peterman.
Unknown
There we go. I like it.
Josie Parks
Congrats, Chad.
Unknown
Thanks, man. Yeah, that was a few months back, but we're gonna make it happen.
Chad Peterman
February.
Unknown
At least we found it.
Chad Peterman
Yeah. I didn't even know you didn't have it. The whole time I was like, holy. And then so they end up finding it. So anyway, it's on. It's on its way to you.
Unknown
Perfect.
Chad Peterman
But that's not why we're on here. I just want to bring you up to. This is actually I was telling Chad beforehand and even Josie, who's our, our guest today, that I had one of those mornings, man, where I woke, I just, I was like, there's no way I'm making it today. Like I felt like crap and you woke up. The cold sweats and like all that stuff. And so I've been powering through today because I've pushed this thing off a couple different times and not because I wanted to. Josie, it's not you, it's me. But I got my friend Josie Parks on here as the CEO and the newest owner of SVG and Winstorm Conference. Good serial entrepreneur, bad ass sales guy. Also because biggest year was these things that just over 6 million bucks in sales built and led a massive sales team for another, another big company. We actually officially met at the Waste Management Open last year. Like physically I heard of you, but we met by our mutual friend Sean McGraw who introduced us and we just hit it off, man, like right off the bat. And I think one thing I'll just share real quick about our guests and just for those listening right now, this particular episode. Yes, we. We're. We. He is owner of Wind the Running Wind the Storm Conference, which. Which Rhino is the title sponsor of for this year. It's exciting. Now, we have participated previously, you know, but didn't quite, you know, like, we didn't weren't on quite the same page as the previous owner in regards to just, you know, how we like to go to market and like just kind of what we're about and. But Josie is those things and Neil and I'm so. I'm excited for what he's doing with it. So, so. But one thing we're going to hit on too is just this guy's also phenomenal in sales. I think there's something to learn here about sales tactics and also his leadership perspective. So we're going to hit on a few of those things. But number one, Josie, we finally got it done. You're here. Welcome to the point.
Josie Parks
Yeah, thank you for having me honored. You know, it's like a fine wine, bro. I was just waiting and waiting. Getting better over time.
Chad Peterman
That's exactly the way I think of this podcast is. It's like a fine wine.
Josie Parks
Yeah.
Chad Peterman
Actually it's the first thing I think of is this is a fine wine. So I'm excited to have you on buddy, too. And just to kind of share, you know, again, you were. I forget what size. What the heck size was. It's cmr, right? That's. That was a big. What. They were mad.
Josie Parks
We were well over 9. 9 figures. And so it was a great run.
Chad Peterman
And so you built these like sales scene from like 30 something to like 300 or some ridiculous amount, which I can't Even imagine managing 300 salespeople.
Josie Parks
Developing leaders, you know, and finding the people that want to opportunity and seize the moment and grow a team. And so, yeah, it was great. From 34 reps to 300 in about three years.
Unknown
Yeah.
Chad Peterman
That's incredible, man. I mean, obviously, you know, you got. You're. We're at a significantly different level than Chad and I are. I think we have a handful of sales reps. It's not so much 300.
Unknown
I got about. I got about as many as you started with. So I think we got on the H vac side, we're at about 30 or so, I think. So I guess, Josie, one of the questions I would have that I'm sure listeners are, you know, interested in probably understanding to scale a team like that obviously takes a lot of infrastructure and process and procedure. But like, what you know, having viewed 300 people, obviously you probably have a leaderboard. What kind of separated. What. What kind of separated the best from the rest? Like, what. What were the things? And I think, you know, hiring salespeople is always a weird one, right? Because I have people from all different types of backgrounds. So it's not like, well, people from this industry because they're going to be perfect. It's like, well, help. You know, I got people that are former pastors. I got car sales guys, I got people who sold cell phones. Like, they're all over the place. What. What were kind of the traits that you guys looked for when scaling to that. That level?
Josie Parks
You know, it's interesting. We identified a real problem, and when we were bringing in reps from other companies, it didn't fit well. And we realized, like going in, recruiting from the industry and bringing them in, they always had, oh, we used to do it this way. We always like to do it this way. And so you have a lot of competing thoughts. And so as a leader in your business, your job is to cast that vision so other people's vision fits within yours. And so we were obviously pushing growth and the opportunities here. And so we always looked at, you know, rookies, you know, people just coming in looking for an opportunity and want to seize the moment, and people that really we're competitive. So one thing that we always talked about is the, you know, opportunities we have when it comes to growth, but most importantly is like, look, this is a pretty competitive culture. And so if you're someone that you were in sports when you were growing up, it's. You're much more likely to succeed. And so we'd really want to tap into that competitive side of people. You call it the prey drive. Right. And so one thing that we always found, as I'm sure in your business, you know, 20% of your reps are gonna get you 80% of the results. So we still have that where we had certain guys that just out produced. But one thing we were really proud of is through those years, you know, one of the years, we had 91 reps sell over a million dollars. And so in the roofing industry, I don't know how many companies have actually achieved that to where $91 million producers. And so it was a big achievement. And it comes to development, you know, developing your people. I feel like too many times leadership leaders bring people in, they put them in the onboarding process, and they're not consistent with personal development, with really helping them, because at the end of the day, Chad, you know, you're talking about people. You're essentially a counselor. That's what really sucks about managing so many reps, so many teams is you're like a camp counselor. And really, like, the personal life is so important to the professional life. And, you know, understanding where they're at in their, their personal life is super important. And then, you know, we always had rep goals. And so we would break it down to say, hey, what's your goal? What are you trying to accomplish here? Why are you here? And once you understand that, how much money? Okay, I have a formula that can help you achieve your goals, but you have to commit to this. So we literally make them sign what their goal was and we would build action steps. How many doors do they need to knock? How many inspections, how many clothes, how many built. Obviously you have to build it. Um, but that's where it's like we would make sure their goals fit within our team goals. So when I started, we had three team leaders. At the end, we had 12 team leaders. And so, I mean, really, Chad, I'd say it's like personal development and proving out a process because people don't scale processes scale. And so we had a process for recruiting, onboarding, training, and too many leaders put them in and they don't show them success. And I think it's critical that when a new rep comes into your business, they taste it, they feel it, they understand the success that is going to get them their goals and it's not just throwing them out to the wolves. And I think too many companies don't have a real training in onboarding that shows a rep success. So we also had a model where we brought people in. They had to start as canvassers, setters, and then once they set a certain amount of inspections, then they could then move up because we know, like, hey, if you're not even going to knock to get the lead, there's no chance you're going to knock to get the sell. And so we just found over time ways to do that. We did, you know, I did massive group and interviews, which a lot of people don't like, but, you know, I was one to many in those. And that's really was one of the easiest ways that I found to scale a team like that. But I had great team leaders. And so you, you can't do it alone. You still need people to manage that process. And so that's where I would say just the competitive prey drive finding those types of people, your chances of success are much greater.
Chad Peterman
That Was a hell of a first question. Just Chad just rapid fire it off. The Batman. That was awesome. That a boy.
Unknown
I'm only asking questions to address our Chris. Trying to find, I'm trying to find answers here. So. Sorry. I got notes.
Chad Peterman
I knew what you were doing. My brain immediately goes to, well, Josie, why don't you just go spend about a week at Redford. You just show that you how to do it, okay? Bring those 91 guys with you or gals with you because I really like to see them do the same thing for Redbird Roofing.
Unknown
Yeah, yeah.
Chad Peterman
Well, and what's interesting is that, I mean Josie actually is a serial entrepreneur. He's done, he's involved, he actually has like multiple businesses. And, and I, you know, I, I didn't know about, you know, the history until you and I talked about it. And then Josie came out to Phoenix and we, and we end up staying in your, in your suite, Chad, and hanging out.
Unknown
Hopefully the light switch was fixed.
Chad Peterman
The light switch was working just fine.
Unknown
Yeah, that's great. Operator error.
Chad Peterman
But we were just talking just about a little bit more of his history and, and he uses this one word that stood out to me and I was like, I thought I had an idea what, what, you know, what he meant by it. But it was a word that I've heard him now say many, many times. And that Josie is an actioner. And so Josie, why don't you explain what an actioneer is.
Josie Parks
An actioneer, that's all of us, right? It, you know, we all, I, I saw call it visioneering and actioneering. We all have a vision for our future. And I feel like too many times in life we have analysis paralysis, right? We're analyzing everything before we're actually taking action. And so I want to be an actioneer in my life, which means I want to engineer my future, but it's required to take action. And too many times we're thinking versus acting. Thoughts lead to action, action leads to results. We're not perfect thought making machines. Action is where you measure the results. And so that's where I picked it up. I don't know, probably 10 years ago, I just started like claiming I'm an actioneer, finding people that take audacious action. Bro, you're actioneering your future, which means you're creating the future you want. We were created to create. And so it's up to us to really be the change we want to see. And so that's where, you know, I don't think we talk about action enough. And Execution. And there's, you know, a lot of people that talk about concepts and ideas, strategies, but you just got to start taking action. Measure the results, adjust your action and, and take more action. So actioneer your future.
Chad Peterman
Got it. So, so this actually makes me think about conversation I was having with, with one of our team leaders was around. Instead of having like, you know, daily, these like, daily goal meetings, it was like, why don't we talk about like daily tasks meetings, like, what are we actually accomplishing in this? In the, like, let's not talk about what we're going to do. Let's talk about what we just did and what we have to do. And that way there's like actually something tangible with it that's being executed on or done on its way to whatever that that goal was. So that, that's an action year. Right? Somebody's actually taking action. And now we're, now we're measuring based on, on action items.
Josie Parks
Yep, exactly.
Chad Peterman
So were you, were you doing this kind of training? I mean, you're leading 300 salespeople and you got a lot of sales team leaders out at them. You know, in, in the roofing world, it is, you do it. If you're doing a ton of canvassing, door knocking, whatever, like, that's like, you have to take action. Otherwise you're not making any, you're not making any sales.
Josie Parks
Right.
Chad Peterman
You're not making any money. So is this something that, where, you know, you, you think about, you know, you have 300 people out, you know, knocking doors? You know, to me it's like, ah, does that, does that work across, like, would that work in Chad's business? Like, could you go and just knock doors in, in, in the plumbing or H vac business? I'm sure there's probably something there here. There is. We, like, I don't know. Chad, Chad, have you ever done anything like that in your guys's world?
Unknown
I haven't. I'd like to. I think it can work. I've talked to guys who make it work, especially like water treatment. There's a guy out in California that's doing it. I think it can be done for sure. I think people are so scared of like knocking on someone's doors today. But like, people still do the same stuff that they did. Like they'll answer their door and like, if you got something like it, it will. I think it's just getting over that, like hump, that fear of knocking on their door and someone coming to the door. And then we always tell people, we always tell Technicians in our business, like we are the last frontier of face to face sales. Like sitting down at a kitchen table selling something. I mean now like there's plenty of people around the office, they're like, yeah, yeah, I just bought, bought my wife a car. Never went to the dealership, just texted with the, with the sales guy and then went and signed the papers and picked it up off the lot. But for us, like roofing, you know, hvac, like we have to go to the home to evaluate what we have and that's like kind of the last piece of face to face sales.
Chad Peterman
Yeah, you're spending thousands to make the phone ring, but if your CSRs aren't picking up or converting, you might as well light it on fire.
Chris
And what are the largest businesses in.
Chad Peterman
The country doing about this?
Chris
They use Avoca, the leading AI platform in the trades. 100 million dollar businesses like HL Bowman are operating with only 9 CSRs because Avoca handles up to 80% of the calls.
Chad Peterman
Plus Avoca follows up with your leads.
Chris
Grades your CSR calls and helps you strategize.
Chad Peterman
So my suggestion, go with the leading company, check out Avoca AI. That's A B, O, C A. I.
Chris
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Chad Peterman
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Chris
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Josie Parks
I would say about canvassing, you know, if you think back to like the old siding window salespeople, I mean it was there at a ton of canvassing back then. And then kind of the industry started to move away to digital, which. Digital is great. Where I feel like there's a competitive advantage with canvassing in regards to targeting. There's a lot of noise in the market. And so if you can do a good job of identifying possible customers and communities. So you think about. You have a plumbing company, Chris.
Chad Peterman
I don't.
Josie Parks
Chad does. Okay.
Unknown
Yeah.
Josie Parks
Okay. Y' all are partners on the roof.
Chad Peterman
So Chad has. Chad has a big. A big H Vac and plumbing company and. Yeah, but not me.
Josie Parks
So I'd be like, hey, where are we getting the most leads that are converting? And so I would take the data and I'd say, where are we converting the highest? Obviously, this area has all cast iron. The age of the homes are 35 years plus. And so I'm going to take some data, I'm going to analyze it, and I'm going to send a canvassing team out there because I know our closing rates higher, I know there's higher demand there, and I know there's a lot of noise in the market. A lot of people probably want in that. So I'm going to cut through that marketing and, and I'm going to go directly face to face, belly to belly, and I'm going to knock those doors. And so that's where I think, you know, whenever you analyze data and you look at success in certain areas, zip codes, regions like that's where I would start a canvassing team is where, you know, the need is there. And that was like a big part of our success is targeting. We used AI to find all the tile roofs because we only did tile roofs. And so we used AI to find all the tile roofs. I scraped all the building code to figure out who had already replaced the roof. So I knew who had an aged tile roof, who had already replaced it. Leaving my target of these specific homes. And then I direct mail them, email marketing, ott, every single way I could interact with those. Then I'd have reps show up. When the reps show up, they're like, y' all are everywhere. What do I gotta do to get you to leave me alone? You know? And so there's supporting the canvassing efforts with digital direct mail and others. I mean, that's. That's where I feel like that is like the most effective way of marketing is bringing it all together.
Unknown
Yeah, absolutely. I mean, we, we talk about it today. We haven't actioned on it, but it's an idea of my notebook over here is to, you know, I think about if you are an H VAC contractor, which I know there's a lot that listen, like, you know, what if you could take your list, your membership list, and segment it by zip code and. Or by neighborhood. Like, if you could drill it down to a neighborhood, what if you could schedule. If you had, you know, 15 customers in a neighborhood, what would it look like if you ran maintenance for all 15 customers in that neighborhood on the same day and then layered over canvassers, touching all the other people while they answer their front door and see all of your trucks throughout the neighborhood? Not only are you super efficient because your guy doesn't even have to move his truck. He's just got to walk to the next customer's house and do the maintenance on it, but then you, to your point, direct mail maybe a week before. And then, like, you. You get that. Owning the zip code. I always tell people who are smaller, I'm like, well, you know, yeah, it's great to be in a big MSA where you can take a lot of leads. But, like, what's it look like if you know, if you're in one zip code, if you just own that zip code? Like, how do I just own this zip code? Because they already see my trucks. They already know that I'm really local. Like, what. What are all the things that I can do? And I think canvassing is a part of that. Like, get out there and meet people. Like, talk to them. Like, maybe they need your service so, you know, show them that you're there. I think that's a super, super good point for sure.
Josie Parks
Nothing to it, but to do it. Chad, you already got the framework, baby. Go actioneer it.
Unknown
Let's get it.
Chad Peterman
I know.
Unknown
Sad thing is, I don't know that I could knock on a door. I don't quite have that personality. So I've got to build the team, and then we'll make it. Chris is laughing because he knows that it's true. But, yeah, I would be a terrible door knocker. I'd be so scared.
Josie Parks
I don't believe it. There's something about rejection, but once you get a handful of them, they're like, actually, this doesn't hurt me. You know, some do, some don't. So what? On to the next.
Unknown
You would think I would know all about that. I first met my wife when I was 14, and she didn't start dating me until I was 26. So you should. I should know all about rejection.
Chad Peterman
Chad's actually more of a Christmas caroler. That's what he's working.
Unknown
Exactly. That's me, right? You hit it on the head.
Chad Peterman
You know, here's one thing I think about when you, when you're the homeowner, especially now, what you got ring cameras. You have all this stuff, right? So somebody approaches your door. I don't. And they're a stranger. We immediately go into like a defensive mode, right. Like a protective mode. At least, at least that. I mean, I do still even. Right. Like, and, and I've heard like a couple different ways that people approach it. Like if you have your nice uniform, people recognize your brand. That's one thing I think, I think if you're, if, you know, if the Peterman brothers technician walks up to a door and somebody looks outside and sees it, and they might not think like too much about it, right? Maybe. I don't know. But if you don't have a brand and you just walk up to a house and you got your clipboard, I'm immediately suspicious, right? Like, like, you got your clipboard. What are you trying to sell me before I've even said a word to you? Right? Like that's what you, that's what you kind of have to deal with. With, with that. So I've heard about people who would walk up to the doors with their like, you know, vests on. You know, like the yellow vest, the orange vest. You kind of look like you're maybe doing something which kind of, I guess brings down the, the wall a little bit because you're like, oh, it must be doing like there must be something happening, you know, and, and then they open the door and it's kind of like the, it was sales, right? So like have, is there, is there. Like I'm certainly. You've had to, I've dealt with, you've had to deal with this. Like what are some of these tactics that people are doing or at least some of the best tactics when approaching, you know, to kind of bring that wall down fast that you've experienced or they used to, they used to train on with your sales team.
Josie Parks
Yeah. Pattern interrupt, you know, and that's really what it comes down to is because obviously the loudest voice in any conversation is in their mind. So you haven't even had an opportunity and they're already preconceived notion that you're already here to do bad. And so immediately a pattern interrupt. I'm a huge fan of question based selling. And so leading it off, obviously introducing yourself with a smile and, and a question, starting off with the question, hey, and this is a lot of roofing companies do the whole, you know, I'm sure you saw our trucks in the neighborhood. We were doing Mr. Jones house down the street. I just wanted to make sure that you knew about our company. And so there's, you know, the introduction, but then there's like. And by the way, have you had your roof inspected after recent storms? I'm not sure if you're aware, but a lot of the customers, when you saw those roofs replaced, they didn't actually pay out of pocket for that. They were able to save 20, 30,000 because their insurance identified damage on the roof and they did a full roof replacement. So have you actually had your insurance out yet? So it's like breaking through credibility pattern interrupt, asking a question, showing that there's value that is in the marketplace that you can get too, and you don't have to pay out of pocket except your deductible.
Chad Peterman
See, if you live with that, for me, I'd already be like, maybe it's because I'm, you know, because I have a sales background. All I'm thinking about is, is that he's just asking me questions, you know, leading me down the path to get me where he wants me to go. And like, and I, I just, you know, that's why it's like, God, I struggle with it, but, but, and maybe that's most people. Like, so you still kind of like gotta find, you know, the right, you know, the right. But there's only, only one way to find out, right? You got to keep knocking.
Josie Parks
Yeah, well, and that's, that's where like, you know, bringing in humor, obviously connected. If I walked up to your house, I'd be like, whoa, man, how did you get this house? Dude, you're like awesome. And you're young, you're good looking. Like, come on, tell me. You know, I would start with something like that.
Chad Peterman
Howard. Ty. Chad. Hey.
Unknown
No, you know, I'm just, I mean, you're good looking. I didn't know about the young part. That was, that was the part that tripped me up.
Chad Peterman
That's a part not feeling very.
Josie Parks
Yeah, making sure people are aware. I mean there's awareness aspect, problem awareness, you know, with question based selling, making sure people are aware of a problem they may not have been familiar with or. And a lot of people, you know, when you, when you see home service vehicles, you see construction going on in your neighborhood, it usually piques some curiosity. And so that is where like problem awareness. So people are aware and then solution comes in. But you know, question based Selling. I feel like a lot of people don't push enough on but I'm a huge believer in pattern interrupts. And so you. Each neighborhood's a bit different. If you're a higher end area, you're going to connect differently. If you're, you know, average, you know, blue collar area, working class, you know, you're going to have a different pitch. But you got to adjust to the market. That's how we always did it.
Chris
You.
Chad Peterman
So when you were having to do like, can you imagine if you had. And maybe you did, but can you imagine having a tool like. Well, we have real. As one of our sponsors who gets to like, you know, basically like a virtual ride along now or it's recording the door knockers conversations or even the sales pitches in the house. So that way you as a coach or a leader could go back, listen to it and then coach a rep without actually having to be there. I don't know if you had any tools like that, but were you. I mean, you guys must have been having to do like tons of sales training on this type of stuff, like I'm guessing, right? Because there's.
Josie Parks
Oh yeah.
Chad Peterman
Role playing is like the thing that most people, everybody hates to do. But it's like such a, it's such an impactful tool to like actual do role play.
Josie Parks
It's critical. Like every single sales meeting you have to role play because you know, Rilla wasn't available and you know, with all of our canvassers to pay, it would have been pretty, pretty difficult. It's pretty meaty there, but definitely role playing. A lot of people, you know, they, they don't want to do role playing because it's uncomfortable. It's the most uncomfortable in front of your peers. So if you can master it here, imagine what you can do at the door to someone who's not familiar with what is the right pitch. And so, you know, having a training platform is huge. We actually used to use svg, it's a roofing training platform. And so having, you know, best practices, industry standards and then building your own video library content. But you know, mastering the presentation, I mean a cell comes down to a masterful presentation and you know, thinking about technology. Chris, whenever I started in the game, you know, there was no tracking apps, there wasn't sales rabbit, Spotio, all these others. So I used to have a black notebook writing all the addresses down. Then I started using every trail. Have you ever heard of all trails?
Chad Peterman
Nope.
Josie Parks
It's a bike trail app, camping, all this. But I used to have my reps sign into now all trails and it would track everywhere they had driven. And so we could drop pins so know the houses we were knocking when a storm hit. We could isolate the actual ground truth of the storm. So we started to use technology to advance our strategy. Then it got to where canvassing apps came along where you could drop pins on all the doors. I could assign areas, I call it cutting turf. So like areas that this rep's going to be working. Then you can look at areas time of day, day of the week, you know and then of knocks to answered. So then you can find patterns and consistency in certain areas where they're more likely to be home. Then you can find like certain reps do better with certain range of home values. And so like the technology aspect of it like man it would have been incredible to have things like Rilla and others, you know, way back in the day because they're role playing. They could sit there and role play on their phone all day long and not in a company meeting. And so there's a lot of value with technology. I'm a huge believer in technology advances strategy. And one last thing that I used to do is we would profile so we would get data on all the consumers in a market and so we actually knew the type of buyer. And so I have a company called Think Unlimited where we match the right rep to the right appointment. And it all started from doing that on the doors. And so now we put over $10 billion of 1 revenue through our platform Think Unlimited. And it's all about predicting revenue from a company value into rep value and assigning the right rep to the right appointment. So it's, it's technology changes the game.
Chris
Were you so.
Chad Peterman
But you were most of all your sales stuff was around insurance based the insurance based the storm business. Right. Like not so much retail.
Josie Parks
No, I did, I did comp to metal upgrades and insurance replacements metal roof. So I only did metal for like the first 12, 13 years of my career.
Chad Peterman
Right. But. But some of this stuff is like it's, it's like you know, it doesn't matter if it was metal or whatever. Like some of this stuff the sales tactics are the tactics. Like you still gotta go. So I think.
Unknown
Sorry, I was just gonna, I was just gonna kind of double click on what you were talking about with the data because I think this is impactful for regardless of what you're selling home services alone like you have to understand your data. Like if you like if you got a sales rep and he's Closing at this percentage. Like, you can only do, like you can train, train, train, train, train, train, train, until you've got to kind of manipulate the outcomes. And I think there's a number of softwares out there now that are doing a great job of this. But, you know, I remember when we first started, it was just a spreadsheet. It was a spreadsheet. We started with, who do they close? And then we moved to like, what's the demographics? And then we moved to home value and we just started adding all these data points so that we could understand what rep needs to go to what call to set them up for success. Like, hey, Bill, I know you seem to do better with the older customers in this kind of area. It seems like you've got that pitch nailed. And it could be for a number of reasons. Maybe, you know, maybe he's older, maybe he, you know, grew up in the area. So he's got a lot to talk about with the people. But I think it's so impactful to understand that data. And there's so much technology out there that getting the data is easier than ever. I mean, we're pulling down. I mean, for us right now, we pull down. When you call in, I'm basically pulling every piece of information I can off online. I'm pulling every piece of information I have on you so that then I can make a determination on who should actually go to that call and what is that call worth to me? And obviously you can get super granular, but I think it's important for every contractor to understand that right tech to the right call will set you up for success and can improve conversion rates. It may be just a little with one data point, but it over time, as you add data points in there, all of a sudden your conversion rate starts to jump and you're wondering, well, like Bill, he's still the same guy, but he seems to be closing at 5% higher than he did last year. Well, why is that? Well, we're setting him up with the right opportunities.
Josie Parks
That's exactly right. And you know, to elaborate on that a bit, we've seen that with our data. If a company does round robin assignments, and there's still a lot of companies that do that when they bolt on our technology, their increase in closing percentage on average is 17%. And if a sales manager is sitting there assigning, it's 10%. So that shows the difference With a sales manager who knows his rep, knows the market, and knows which rep to send to which appointment, it's a huge difference. But then you add property attributes, demographic, economic indicators, all the other attributes that you can bring in, and then it looks at historical performance and it can predict the future. So, I mean, it's crazy what you can do with data, actionable insights. It's not just having the data, but how do you take action off the data? That's what counts.
Unknown
If you've been listening to this show, you'll know that I only talk about tools that actually help our content team, and Bluon is definitely one of those. At Peterman Brothers, our techs are using Bluon every single day. It's become their go to resource. It really is like having a senior tech in your pocket. They can scan a unit, get all the model data, wiring diagrams, parts, and even troubleshoot. With Bluon's AI, we've seen fewer callbacks, faster fixes, and happier tech. And that's why I'm such a big believer in Bluon, because it actually works. So do yourself a favor, click on the link in the description and book a quick demo with the Bluon team to see it in action.
Chris
Look, I've seen every new tech tool in the trades. When I first saw Contractor Commerce years.
Chad Peterman
Ago, I thought, cool idea.
Chris
But will homeowners really buy systems and do estimates online?
Chad Peterman
Well, they are big time.
Chris
Summit Heating did over $500,000 in installs with instant estimates. Peterman Brothers is crushing it with their filter subscriptions.
Chad Peterman
It's not theory anymore. It's actually happening.
Chris
So, yeah, Paw Paul's not crazy.
Chad Peterman
This is the future. The future is now.
Chris
Go to contractor commerce.com and see it for yourself.
Unknown
Well, if you're. If you're sitting there as a contractor and you're thinking that your dispatcher doesn't have a favorite technician who they're sending to the best calls because they like them the best and they're the nicest to them, you're wrong. All right? So you have to use data because feelings will get in the way. Just similar to your example with the sales manager. You know, in a lot of contracting businesses, a dispatcher who's like, you know, I just really like Bill. Well, Bill can't close a book, so Bill's killing us out there. So stop sending them to all the best calls.
Chad Peterman
Yeah, Bill. Kill Bill.
Unknown
Yeah, yeah.
Josie Parks
They know how to sweeten the pie with the call center. Oh, yeah.
Chad Peterman
Oh, yeah.
Josie Parks
They're. That's why.
Unknown
Cookies. Yeah, cookies. Donuts. I've seen all the tricks in the book.
Chad Peterman
I never really thought about sending the right person to the right, like, neighborhood. I Mean, I guess, really? I mean, it makes total sense when you gotta say it out loud. Yeah, I guess what you'd want somebody who could actually speak to something about the neighborhood to connect.
Unknown
Yeah.
Josie Parks
Well, because some reps, price, they're nervous with price. If they're going into a home and it's in a higher ticket item, they're more nervous. They're not as confident. So once you hit over a certain threshold, they lose confidence. Whereas another rep, he's like, oh, man. Yes. Like, this is value to them. I can't wait to close this deal. Like, give me more of these. So, you know, with knocking, there were a lot of reps. You know, they were scared to knock huge houses because they felt intimidated by the status of that person. So no rep assignments. I feel like it's one of the most underserved things in the market, and it's. It's the future. So I'm glad to see Chad sharing some data on that and how it's increased his closing percentage.
Unknown
Yeah, well, and we've seen it, too, just with, like, simple things, like if the guy grew up in that area, like, more than likely that homeowner, you know, like, we're in Greenwood, Indiana, which is just south of Indy. Well, if I got a rep who went to Greenwood High School and played sports and all of this stuff, the likelihood of him being able to build a bond of like, oh, do you know so. And so. Oh, yeah, I played baseball with him. And like you, it's. It's a heck of a lot easier to build a relationship with that customer. And then they're doing business because they know, like, and trust you, because, hey, you know, my. You know, you know, my neighbor three doors down, and you used to play in the neighborhood when you were a kid and all this stuff, and it becomes more of an emotional thing than it is a price thing. That it is a, you know, company thing, whatever it may be. So I think it's. It's extremely powerful. And you can find these, like, weird trends. I mean, we've seen it with reps. We're like, why does this person do so well with these people? And then you sit down, and then you kind of start to understand, like, oh, okay, I get it. Like, you know, whatever the case may be, like, they can connect with the. With this demographic a hell of a lot better than anybody else on our team.
Josie Parks
Exactly.
Chad Peterman
Chad used to use the. This is fun fact to all of our. All our listeners. They don't know about Chad. That I do know. Is he what he used to use to connect was the fact that he used to be a flute player in the junior high band. I think it was the flute, right? Or maybe it was just a recorder. I can't remember.
Unknown
Yeah, I played very. I played instruments for one year because I had to, and then I was done.
Josie Parks
Yeah.
Chad Peterman
What did you play?
Unknown
I played the clarinet in fifth grade.
Josie Parks
No.
Chad Peterman
You out of picked you for a clarinet player?
Unknown
I. I wouldn't have picked myself for a clarinet player. I was pretty terrible. So that was all good.
Chad Peterman
Made it one year.
Unknown
One year.
Chad Peterman
Well, nice try, buddy. Yeah, I can't picture that, but that's great. Maybe we need to revisit that.
Unknown
Keep talking about sales. Shall we?
Chad Peterman
I want to make a little hard pivot for a second because Josie just recently did a, like a little mini retreat with a group of. Of contractors that you were talking to me about. And. And you know, I. I thought maybe what we'd do is because, I mean, some of those guys came out and then hit me up on Facebook. I don't know if you said something or what or like, how we got connected, but, like, two. Two people, like, reached out to me. I can't remember their names off top of my head. But that were in that picture with you that were just part of the group? Yeah, one dude covered with tattoos. Younger. They're all young. Looked like pretty young guys.
Josie Parks
Yeah. 32 and under. Is that group and doing over 5 million in revenue.
Chad Peterman
Each of them are doing or what? You mean they're 32 and under and they're all over 5?
Josie Parks
Yeah, 5 million or more last year in built and collected revenue. So that's the. You gotta hit that standard to even be in the group.
Chad Peterman
Oh, okay. So this is something that you have that's existing. Anyhow, what I wanted to know is, like, you. You came out of that thing, like, fired up because I know you messaged me. So what was it? It wasn't like. It was a really long thing. What was it that you were going over with these, you know, with this group? You know, like, was there some. Like you do you have like, this, you know, this, like, training regiment that you follow when you do something like this? Like, what is it that you're doing that. That seemed like they had you all fired up?
Josie Parks
Yeah, so I, you know, I've always attended Masterminds, hired consultants, and so I've been a part of a lot. And, you know, I was really thinking, like, man with. With the future and the here's. It's not a dis. But There's a lot of gurus out there that sit there and sell courses, sell information online that have never actually built businesses. And so I feel like there's a lack of real business builders in the market. And so for when the. I have the young roofing professionals and what that is is like leaders coming up in the industry that are young, that I believe will be the future leaders of the industry. Let's equip them, let's give them tools, information. And so they were all getting together, so I'm like, hey, let me put a mastermind together for y' all and just drop some knowledge on you and save you some time and compound your time with results. And so I had one of my buddies, Alec, he runs his company's about $140 million company. I had him come, he has the core four leadership. It's core four of leadership. And so he came and basically did his training. And it's to evaluate you as a leader. How do you show up in your leadership style and abilities and where are your weaknesses? And so there's like a 24 question thing that tells you exactly where you're at as a leader. So we went through that exercise, the importance of leading from the front. And that's one thing that I really trained on and focused on. All of my leaders need to be out in the field working with their guys, keeping the momentum going. So I had my buddy Raymond, who's actually now partner with me at svg. He has a nine, multiple nine figure business. He sold his roofing company to private equity and now he's coming as a business builder. And so he came and shared the, you know, leading from the front focus and exercises. Then I had another buddy of mine who sold his business for multiple eight, multiple, multiple eight figures. And he came and we actually did a breathwork session. And so I don't know, many listeners have done breath work before, but there's something about slowing the mind down and letting your, your true self come out. And so none of them had done breath work before and then, you know, crying in it at the end of it. And it's a crazy experience if you've, you know, done a 30 minute breath work session, which sounds crazy, and all of them at the start were like, not about it, but at the end. And they all had revelations through that, like, of what they're lacking in their business or what they're really excited about. And so they had actionable things that they could take from just sitting there, not even really thinking, but just breathing. And so it was, you know, leadership. It was leading from the front, and it was like mindset mastery. And then I also had one of my buddies, Zonti, who's an artist, who came and, you know, he shared, as a creator, we're all creators, right? And, you know, words matter. What you make matters, and when you talk, you create matter. And so really, it was taking it back from, like, not just so much tasks like in business and what you're usually talking about, but being in a group where other leaders that are going through a similar journey and sharing best practices. And as you're growing in your business, what are some things to watch out for? What are blind spots and what are ways that I can get better as a leader?
Chad Peterman
And.
Josie Parks
And I have people in the room that are actually going through a similar journey. And so I think it's just super impactful when you can develop yourself as a leader and have community of people you can go to that are going through similar struggles and overcoming and lessons that you've learned to where you don't have to make the same mistake. So it was really cool. And, you know, we're actually going to be growing that into a mastermind and doing a lot more of those events. That was a long explanation. Apologize for that there, Chris.
Chad Peterman
No, it's not. We don't. We don't have gurus in our industry, in our H Vac and plumbing industries, do we, Chad?
Unknown
None. None. But I think. I think that's extremely impactful, Josie. And I think so many people, because of kind of the infiltration of people who may not have built something, and that doesn't mean that they're wrong or they don't have good advice. But I think it's important to understand who you're taking advice from. And I commend you for, for helping out all of these young people. I mean, you know, I feel like. Well, I don't feel like every day I get a little bit older. You know, I find myself going to these conferences and being like, God, that kid is freaking smart. Like, he's got a. And I'm like, did I just call him a kid? But. But no, I think it's important for. For anybody. There's so many resources out there. You've got to be selective and pick the right ones. But, like, there's so much help in the room. And that's what I love about the contracting space. Obviously, I'm new to the roofing space. I've been in the H vac, plumbing, electrical space for a long time. But, like, like, we need to embrace the fact that so many people are willing to help. Like, there. There. It is a community. There's so much business out there that it's not a competition thing. It's not a. Whatever it is, people are willing to help. And I think we need to embrace that because there's a lot of, I think, negativity around kind of as companies get bigger and there's more spotlight on the, you know, home services that, you know, there's, you know, bad actors and there probably are, but I'm kind of an eternal optimist and that, you know, I just want to be friends with everybody and, like, everybody and hope for the best. So congrats on doing that. I'm sure that those guys, especially young up and comers, really appreciate that, you know, kind of that step up and it'll be fun. I think for you, it's like, wait 10 years, wait five years and see where they're at. And then, like, them to come back and say, hey, that was, like, super impactful. Like, you changed my life. Like, that's so cool.
Josie Parks
Yeah. And some of the feedback, it's been pretty crazy just from one weekend, what they're able to take away. And that's part of the reason, like, doing it because, you know, I hired my first consultant when I was 21 years old. I was paying eight grand a month for a consultant to come into my business. And after like a year, I was like, man, like, I feel like I'm getting kind of bad advice, like, going in the wrong direction. Come to find out, the dude never built anything. It was just like a sales focus. But he was advising me on my entire company, changing the direction of my business. And throughout many years, I've always invested in coaches, consultants, and all that. And I just think there's something powerful about been there, done that, where business builders can actually give back. And that's the heart of it is like, hey, you know, I want to save you some time, right? Because you get one life, and we got to maximize the opportunity and seize the moment. And so I'm, you know, I'm definitely optimistic like you, Chad and I used to be the young guy. People would always tell me when they found out I owned a business, they'd be like, I have a pair of shoes older than you, boy. What do you know about roofing? You know? And I'm like, all right, whatever, bro.
Unknown
Yeah, but I think that's. I think that's too. A great point for people looking for mentors is that if you're looking for mentors, you have to be willing to work too. Because the last thing that probably any of the three of us want to do is like invest time in someone who's not willing to put in the work. Like, I'll have calls, I'll do anything you want on a weekly basis. If you're a guy who, or a gal who's willing to put in the work and you're gonna go do the things like shoot, like let's go build something together. I mean, even though I have no, the only benefit I have is to, you know, say that I helped you and you know, you're doing great things and taking care of your family and doing all these great things. But I think if you're looking for a mentor and you're looking for them to give you all the answers, that's the wrong approach. What you've got, like they're going to help you, but you still have to do all of the hard work and you got to be willing to do that. And I think that's important when it comes to this mentor mentee relationship that people need to understand is, you know, you got to be willing to come to the plate and be willing to do it and there's plenty of people that are willing to help you.
Chad Peterman
Yeah, I, I actually just so I think, well, Chad, you knew this. I can't remember Josie, if you saw this or not, but I went to just, just over a year ago now, I went to this Rise Up Kings event which was something that was amazing for me. Three days. It was hard. It was, I was incredibly uncomfortable with most of it, which was, which is good, right? That's when you kind of get some of the good out is when you're uncomfortable. And they did a really, really great job of making you feel super uncomfortable. But it was actually ended up turning out to be awesome. And so year anniversary, you know, I had a group of, you know, guys that were in that same, you know, same thing as me. And some of them I saw a pretty good relationship with because you basically all opened up and share all your. So it's kind of like you pretty much put yourself out there. But I just hired a, a coach like and he was a coach for that thing. But I hired him kind of on the side. Now he lives here in Phoenix which worked out great. And ex military guy spent a ton of time, you know, on overseas like in the it. Like in, in it and. But also has a little business, little 20 million dollar plus business out here and like so he Kind of gets business, but I hired him more so just to hold me accountable, you know, And I can have conversations with. That I maybe can't have with anybody else. And it's just to try to keep me, like, locked in because I don't really have anybody to hold me accountable for, you know, for anything. I mean, I hold myself accountable. You know, I'm talking about I need somebody who I can, like, get with and talk through things with me, you know, and like, just kind of listen. So to me, that was important just so I could be like, hey, man, I think about this the right way, you know, or he. He's gonna, you know, challenge me to do other things I don't want to do, which is part of the. What I, you know, part of how I've always learned is I like, I would go and do the Spartan races. I do not like to run, which is the whole reason I would do it. Right. It's just to go and do it and accomplish it and remind me my, you know, remind me that I'm in control of myself.
Josie Parks
Yeah.
Chad Peterman
But I do get. I did get a coach, so. So I do want to segue because I want to make sure. With time left, though, I want to talk about when the storm. And I think it's important because, you know, what, you know, I was involved with it for a couple years as Rhino. We were kind of coming into this insurance based, you know, insurance based, you know, conference, and I was trying to talk retail back then. Well, this is before I had a roofing business. And I learned real quick, don't always go as planned because we started out as a retail company that immediately diverted into the insurance business that we were not prepared to. To handle. But it, it is, you know, it wasn't my vibe. It kind of wasn't what I was about then. And then when I met you and I heard that you bought it and we learned a little bit about each other, you know, your character, what your purpose is for it. Like, the things you want to do very much are aligned with like, Chad and I saw, like we want to continue to give back and help others and do these things. And. And that's why I was bought in on it. So. So I am excited to be back, you know, and speak main stage, which is cool, can help kick off the event with. With you. It's just. I told you the reason I did it was because I believe in you and I believe your vision for it and what you want to accomplish with it. And I could align with that. So it feels good, right, to kind of go and give back to this group. But I also want to learn as much as I possibly can from this thing, you know, now that I'm kind of in the industry as a roofing contractor owner and like just, you know, learn all the things. But I want, I want you to just explain like, dude, you have all these other companies, why in the hell did you just, you know how hard it is to run these things? You see how hard it is to run these things, man, they're so freaking difficult. There's so many moving parts to these events and this thing is big.
Josie Parks
Yeah.
Chris
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Chad Peterman
What were you thinking, bro? Why did you do it?
Josie Parks
I. I still ask God, why me? Like, why me? Never, never would have thought it was as much work. But you know, there's something. We're all called. That's what I truly believe we're all called. And it's up to us if we want to answer the call. And so you don't make money in events. Events. You know, some people like it because, you know, you can build your brand off of it, this, that and the other. But for me, I want to bring restoration to the industry, and that event kind of went off. But one thing that has changed my life is events. I can 100% say that. Went to my first ire in 2010. Met some incredible people. One person I met at that event, Steve Little, who you know very well.
Chad Peterman
Yeah, Chad knows him.
Josie Parks
Yeah. Incredible man and leader. And so I got to rub elbows and meet and network with, with leaders in the industry, and I continue to do that. I'm now on the board of ire. Like, that's how much I believe in it. And, you know, so those. Those impact the industry and they can change your life. And so I'm a huge believer in it. So I saw the storm restoration industry. It's very fragmented. It's very wild, wild west. And there are some really great people in that industry. And I didn't like also how retail and professional roofing looked at storm. They looked at us as like the bad guys, as like stormers. And it's just like, dude, we are so important to America. When a major catastrophe hits, when, you know, a huge tornado, hell, storm, hurricane, local markets can't handle that capacity. And so that's where experts hopefully come into the market and they can take on some of that work and restore the home. And that's such an important part. But we have to do better as an industry because there's the contractor carrier conflict that seems to just be getting worse and worse. And so for me, I'm like, hey, we need to bridge these together and we need to really have find common ground of these industries. Because you have carrier and contractor, then you have the customer at the center of that. So how can we make it a better experience for all parties involved and how can we rally people to professionalize this industry and be the change they want to see? So for me, I felt this was a calling, it was a purpose for me. I've been in this industry for 18 years, and this industry has changed my life. And so I want to give back to this industry, and I want people to have that same opportunity I had. I met some of my best friends at Win the Storm. The. The. The amount of people that are like, when the storm changed my life, because of who they met, what they learned, I didn't want that to go away. So I felt like it was my responsibility to put it on my back. When No, I didn't have freaking time for it. Like right now I'm missing out on some of the biggest opportunities in one of my businesses that like I've ever seen or had. And it's still going, but it's like costing me many millions of dollars to do this. But this is a calling. The money will always come later. Not worried about it, but I want to bring this industry to a place where people trust and rely on this industry and that we have professional roofers, right? Not stormers, professional roofers that respond when major catastrophes happen. And so it's my duty, it's my calling to bring in these high level people to come in to share their best pract and to give back to the industry that's given them so much and to really build the future. And so that's really the calling, is just to bring the best people in a room and let's share best practices, let's elevate the industry and let's do good. And to be the change in your community. One thing that I my call to action last year was to be the change to serve your communities. I had 164 companies commit to community service. I had one who, you know, Jay Haynes, right? Yeah. And you know, his reps were in there. He wasn't even that call to action. His reps together had come up with something since when? The storm. They raised over $100,000 for community service projects and things that were important to their heart. And so they're actually committing their commission to that. And there's so many other stories of people that have been the change in their community and no one's coming to save us. We can't rely on the government to heal our communities. And you know, the trades are such a massive opportunity. This is our moment, this is our time to give back to the community, raise awareness of like, we're the good guys. This is an opportunity you should look at for the future. And so really it's just to rally people together, come to the trades and be the change.
Chad Peterman
Yeah, and I like that because you're not just like that is the foundation of it, but you're also now trying to mix in this restoration, this retail. Like so you're trying to make it be more than just about, you know, the, the storm business, the insurance business, like that. So, so that's part of it where that's just a slow roll, right? Because yeah, it's a slow roll. But, but early on, like I did, I did a presentation maybe three years ago, main stage Presentation on, on how to make it, how to make it rain when there is no storm. And it was my, my shot at trying to teach. Hey, while everybody's focused on this here, there's still this massive chunk of retail over here here. But what I didn't understand when I did that, I was naive. What I didn't understand was that there's two completely separate processes and sales, like sales processes. And like this one's more like project management. This one's like straight, straight sales. Right. And this one, you might want to focus on some financing. And this one over here, you're focusing on the insurance. And both of them exist. I just didn't realize how difficult it was and that that salesperson is different than this person. And so it's premature on it, but.
Josie Parks
It'S to bring information because a lot of retail contractors, they don't understand storm storms hit their market and they just don't deal with it. So it's a way for them to better understand the industry best practices. Then when it comes to storm contractors, they want more predictable revenue. They don't want to be feast and famine. So they want to figure out how do I bolt on revenue that's consistent and that's retail, that's not storm related. And so that's, you know, I've been in both sides of the industry my entire career. And so that's where, you know, I'm bringing some incredible retail roofing companies, home improvement companies that are coming to share their best practices. So at the end of the day, you can have hybrid models. It works. But you have to know who your customer is, who are you serving and what are the processes required to run a successful business with that process.
Chad Peterman
Love it. Well, listen, I know that, I know that this is a ton of work for you to do it, you know, and, and it was a big risk to take this thing on. But I encourage anybody who's listening, who's had any interest, you know, in, in this roofing space. And by the way, a lot of, you know, Chad and I's friends, you know, gotten involved in roofing, but a lot of listeners are kind of going down that path too. But go check it out. And if nothing else, that's also kind of cool to learn something that you might be able to take back and like implement in, in your vertical. But maybe just real quick. So just for the sake of, sake of times, I know Chad's got to get boogieing, but best way for somebody wants to check out, you know, the conference, just go to the Website. And then, I mean, listen, not until August 19th, 1920.
Josie Parks
Yeah. August 20th through the 22nd in Dallas, Texas. You can go to Win the storm. So that's whenthestorm.com you can find it there. And there's a 40 discount going right now. I don't know when this will air, but right now there's a 40 discount.
Chad Peterman
On there, and we'll make sure it airs ahead of time. Well, listen, dude, I appreciate the heck out of you. I'm glad you and I started to become a lot closer. And, you know, I didn't quite know exactly which way I wanted to go with this, you know, with this episode, other than, like, focusing on some of your sales stuff, you know, for, you know, for the majority of our listener base. But then, you know, we still have a decent chunk, too, that are in that restoration roofing business to their listing. And so I'm excited to be there, dude. Like, I'm looking for. I'm looking forward to it.
Josie Parks
Will be there if you like Charlie Kirk.
Chad Peterman
So he's.
Josie Parks
He's a champion for the trade, so he will be there. So if you don't like him, don't listen to his talk, but come connect with everyone else.
Chad Peterman
There you go. Well, congrats, bro. I'm putting this whole thing together, and I appreciate you. You giving us time, and. And I meant it. I gotta trust Chad. We got to get Josie to come in our market and show us what's up.
Unknown
Yeah, no, no doubt. Ever. I got that note written down.
Chad Peterman
Hey, we've got. We've got a Schmedium Redbird roofing shirt waiting for you and whatever.
Unknown
Yeah.
Chad Peterman
All right. Well, Josie, I appreciate you, brother. I'm glad we finally made it happen.
Josie Parks
Yeah. Thank you for having me. This is awesome. And, Chris, all that you do for the industry and Chad is definitely a pleasure getting to meet you. And I guess I'll see you sometime around.
Unknown
Absolutely.
Josie Parks
Chad.
Unknown
Yeah.
Chad Peterman
How to get him down there. Well, listeners, hopefully you're able at least take something away from this dude, if it's in the sales stuff that you're talking about or just making sure that you can leverage even technology to start to pair the right salesperson with the right job. Like, whatever it is, you know, hopefully you. You learn something. So you don't got to do everything, but you got to do something.
Josie Parks
No.
Chad Peterman
Zero days.
Chris
Welcome to to the Point Home Services, the podcast where real contractors share real strategies. We cut through the noise and get straight to the point with the contractors that are working in the field right now, if you run a home services business and want to lead, better grow faster and stay sharp. You're in the right place. Now, before we get started, I need you to do one thing. Only 30% of our listeners are following the show. So stop what you're doing, hit follow.
Chad Peterman
And let's get to the point.
Podcast Summary: "Hunting, Hustling & High Performance: How to Build an ELITE Sales Team"
Episode Details:
In this episode of To The Point - Home Services Podcast, host Chris and co-host Chad Peterman welcome Josie Parks, the CEO and newest owner of SVG and the Winstorm Conference. Josie is recognized as a seasoned serial entrepreneur and a formidable sales leader, having built and led a massive sales team generating over $6 million in sales. Their professional relationship began at the Waste Management Open last year, fostering a strong rapport rooted in mutual respect and shared visions for industry growth.
Notable Quote:
Chad Peterman [04:06]: "Developing leaders, you know, and finding the people that want to opportunity and seize the moment and grow a team."
One of the primary focuses of the discussion centers on Josie’s experience in scaling a sales team from approximately 34 representatives to 300 within three years. Josie emphasizes the importance of personal development and implementing robust processes to manage such exponential growth effectively.
Hiring Traits and Team Dynamics: Josie highlights that while recruiting from within the industry was initially considered, it often led to conflicts in vision and methodologies. Instead, the focus shifted to hiring rookies—individuals eager for opportunity, competitive by nature, and possessing a prey drive akin to athletes. This approach ensured that team members were not only driven but also aligned with the company’s vision for growth.
Notable Quote:
Josie Parks [05:26]: "We could only do that where 20% of your reps are gonna get you 80% of the results. So we still have that where we had certain guys that just out produced."
Infrastructure and Processes: Scaling such a large team necessitated the development of standardized processes for recruiting, onboarding, training, and leadership development. Josie stresses that while processes are vital, it's the consistency in personal development that truly enables scalability.
Notable Quote:
Josie Parks [08:17]: "Personal development and proving out a process because people don't scale processes scale."
Josie elaborates on the critical role that data analysis and technology play in enhancing sales performance. By leveraging data, Josie and her team could identify high-converting areas, target specific demographics, and optimize the deployment of their sales representatives.
Utilizing Data for Strategic Canvassing: Josie shares how employing AI to identify specific targets, such as homes with aged or tile roofs, allowed for highly targeted direct mail campaigns and canvassing efforts. This data-driven approach minimized market noise and increased engagement rates.
Notable Quote:
Josie Parks [17:12]: "We used AI to find all the tile roofs because we only did tile roofs. And so we used AI to find all the tile roofs."
Technology Integration: Josie discusses the integration of various technological tools to track and analyze sales activities, enabling the team to assign the right rep to the right appointment. This meticulous matching significantly boosted conversion rates and overall sales efficiency.
Notable Quote:
Josie Parks [31:35]: "It's not just having the data, but how do you take action off the data? That's what counts."
The conversation delves into the effectiveness of canvassing and door-to-door sales in the home services industry. Josie advocates for a hybrid marketing approach that combines traditional canvassing with digital strategies to maximize lead generation and conversion.
Targeted Canvassing: By analyzing data to identify high-conversion areas, Josie’s team could deploy canvassing resources more effectively. This targeted approach ensures that sales representatives engage with homeowners likely to require their services, thereby increasing the likelihood of successful sales interactions.
Overcoming Challenges: Josie acknowledges the inherent challenges in door-to-door sales, such as homeowner skepticism and the need for effective pattern interrupts. She emphasizes the importance of question-based selling and establishing credibility quickly to break down barriers and build trust with potential clients.
Notable Quote:
Josie Parks [22:30]: "I'm a huge fan of question-based selling. ... Showing that there's value that is in the marketplace that you can get too."
Effective leadership and mentorship are pivotal themes discussed in the episode. Josie underscores the necessity of leading from the front and being actively involved in the field to maintain team momentum and ensure alignment with company goals.
Personal Development and Counseling: Managing a large sales team goes beyond operational duties; it involves acting as a counselor and understanding the personal lives of team members. This holistic approach fosters a supportive environment where sales representatives can thrive both professionally and personally.
Mentorship Programs: Josie shares her commitment to fostering the next generation of industry leaders through mastermind groups and retreats, where young professionals are equipped with the tools and knowledge to excel. She highlights the importance of mutual growth and community support in mentoring relationships.
Notable Quote:
Josie Parks [38:31]: "There's so much help in the room. And that's what I love about the contracting space. ... It's a community."
The Winstorm Conference emerges as a significant platform for industry leaders to converge, share best practices, and drive collective growth. Josie explains her role in revitalizing the conference to bridge gaps between storm restoration and retail roofing, aiming to professionalize the industry and enhance trust among customers.
Mission and Vision: Josie’s vision for the Winstorm Conference is to create an inclusive environment where both storm contractors and retail roofers collaborate, share insights, and adopt best practices. Her goal is to reduce fragmentation in the industry and foster a unified approach to home restoration services.
Impact Stories: Through the conference, Josie has enabled numerous companies to commit to community service, reinforcing the industry's role in supporting and restoring communities during catastrophes. These initiatives underscore the industry's potential to drive positive change and build lasting relationships with customers.
Notable Quote:
Josie Parks [50:58]: "We need to bridge these together and we need to really have find common ground of these industries."
Towards the end of the episode, Josie passionately shares her calling to elevate the home services industry. She emphasizes the importance of professionalism, community service, and industry-wide collaboration to foster trust and reliability among consumers.
Professionalization and Trust Building: Josie is dedicated to transforming the perception of the home services industry by promoting professional roofers who are dependable during major catastrophes. Her efforts aim to position contractors as essential partners in community restoration and resilience.
Community Engagement: Highlighting success stories of companies committing commissions to community projects, Josie illustrates how businesses can integrate service-oriented initiatives into their operations, thereby strengthening their community ties and enhancing their brand reputation.
Notable Quote:
Josie Parks [57:21]: "This is our moment, this is our time to give back to the community, raise awareness of like, we're the good guys."
This episode of To The Point - Home Services Podcast provides invaluable insights into building and managing an elite sales team within the home services industry. Josie Parks shares her extensive experience in scaling sales operations, leveraging data and technology, implementing effective canvassing strategies, and fostering strong leadership and mentorship programs. Additionally, her commitment to enhancing industry standards and community engagement through the Winstorm Conference underscores the broader impact that dedicated leadership can have on the home services sector.
Final Takeaway: For contractors aiming to scale their businesses, Josie’s approach emphasizes the importance of data-driven strategies, personal development, and community-focused initiatives. Her insights offer a roadmap for building high-performing teams that not only achieve sales excellence but also contribute positively to their communities.
This summary captures the essence of the podcast episode, focusing on the substantive discussions between Chris, Chad, and Josie, while omitting advertisements and non-content segments.