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How AI Is Revolutionizing HVAC Businesses by Automating SOPs and Preventing Costly Mistakes by Tersh Blissett & Josh Crouch

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

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

by Tersh Blissett & Josh Crouch

Published: Wed Apr 16 2025

Show Notes

Learn how to automate tasks, save time, and increase your profit.
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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 2025in 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 ⏰
- Episode Introduction

- Background and Experience with AI in Service Industries

- Phone Tap: Using AI Call Analysis to Uncover Booking Gaps and Max Lead Conversion

- Optimizing, Automating, and Delegating: Transforming Processes for Efficiency

- Recording and Refining Processes: Ensuring Scalability and Flexibility for Any Situation

- Benefits of Automation in Customer Service and Marketing

- Embracing the Four-Hour Workweek Mindset: Balancing Automation and New Priorities

- Calculating Time Savings Through Automation: The Power of Task Efficiency

- When Not to Automate: Key Customer Journey Moments

- AI Note-Takers: Streamlining Service Calls and Detailed Recordings for Efficiency

- Simplifying SOPs with ChatGPT: Automating and Customization for Your Business

- Implementing SOPs with Your Team: Training, Buy-In, and Consistent Review

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