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Toolbox for the Trades Growth

Data-Driven Growth and IT Crisis Management in the Trades

⏱️ 14:30 🎀 Rob Conlin, Jackie Aubel, Elliot Palmer
AUDIO EPISODE
Data-Driven Growth and IT Crisis Management in the Trades
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Chapters

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  • 0:00
    People or Process Problems
    The episode opens with the host introducing the core philosophy that business problems are either people-related or process-related.
  • 0:58
    Pantheon 2024 Highlights
    Rob Conlin, filling in for Jackie Aubel, welcomes listeners and promotes the upcoming Pantheon 2025 event.
  • 3:12
    From Retail to Trades
    Elliot Palmer recounts his career journey from growing up in his father's well-drilling business to working for major retail brands, eventually transitioning to Eco Plumbers, Electricians, and HVAC Technicians.
  • 7:57
    IT Crisis Management
    Elliot shares his advice on preparing for and managing IT emergencies, stressing the importance of having backup plans and clear communication.
  • 13:44
    Key Reports for Growth
    Elliot details Eco's most crucial reports, including P&L, KPI reports for technician performance, weekly scorecards, and a daily operations board, explaining how they inform decision-making.
  • 18:15
    Custom Reporting Infrastructure
    Elliot explains how Eco built a custom data infrastructure to extract and analyze data from ServiceTitan, providing deeper insights than standard reports.
  • 20:47
    Acting on Data and Trends
    Elliot discusses how Eco integrates reports and data into daily huddles, weekly manager meetings, and executive sessions to make informed strategic decisions.
  • 23:58
    Company-Wide Transparency
    Elliot describes Eco's culture of extreme transparency, where performance data and KPIs are displayed throughout the office to engage employees and foster buy-in.
  • 27:09
    Opportunity in the Trades
    Elliot encourages people to consider careers in the trades, highlighting the industry's maturation, technological advancements, and the meaningful impact of solving real problems for people.

Speakers

R
Rob Conlin
Host β€” show producer
J
Jackie Aubel
Host
E
Elliot Palmer
CTO at Eco Plumbers, Electricians, and HVAC Technicians

Key Takeaways

✦

Categorize business problems as either 'people problems' or 'process problems' to simplify root cause analysis and action planning.

✦

Implement preparedness strategies for IT emergencies, such as automated job lists for dispatch and backup communication plans for internet outages, to maintain operational continuity.

✦

Prioritize foundational reports like a monthly P&L and technician KPI reports to quickly identify profitability and performance gaps.

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Develop custom reporting infrastructure by extracting data from primary tools like ServiceTitan to gain tailored insights and a comprehensive view of your business that standard reports may not provide.

✦

Integrate data and reports into your daily, weekly, and monthly operational cadences (e.g., daily huddles, weekly manager meetings) to ensure data-driven decision-making becomes routine.

✦

Embrace transparency by sharing company KPIs and performance data with all employees; this fosters buy-in, accountability, and quicker problem-solving.

✦

Recognize the growing opportunities within the trades for technology roles, as the industry continues to mature and offer meaningful work solving essential problems for communities.

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