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Making Moves with Ismael Valdez Part 2

⏱️ 30:56 🎀 Cassie Pound, Leslie Harpole, Ismael Valdez
AUDIO EPISODE
Making Moves with Ismael Valdez Part 2
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Chapters

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  • 0:27
    Rilla: Virtual Coaching
    Rilla's virtual ride-along software helps home service businesses coach teams faster and boost sales without physical ride-alongs.
  • 1:53
    Key Heart Marketing
    Key Heart Marketing assists businesses in transforming their social media presence from boring to brilliant, building trust and attracting customers.
  • 5:22
    New Bay's Journey
    Ismael Valdez shares the three-year journey of New Bay from prototype to product, addressing initial challenges and celebrating current success with 600+ contractors.
  • 16:47
    New Bay Thermostat Reliability
    Cassie attests to New Bay thermostats' reliability, with zero recalls after 45-60 days of installation, a significant concern for contractors.
  • 18:15
    V2 & Contractor Feedback
    Ismael announces New Bay V2, a sleeker thermostat, and discusses integrating contractor feedback, like the add-a-wire kit, into product development.
  • 23:41
    Monitoring & De-Googling
    The monitoring feature allows contractors to reduce reliance on Google by directly engaging customers through the New Bay app and thermostat.
  • 36:32
    Future Features & ServiceTitan
    Ismael reveals upcoming features like water sensors, CO sensors, and full integration with ServiceTitan for remote diagnostics and dispatching.
  • 48:52
    Beware of Fake Gurus
    Ismael passionately warns contractors against online gurus who exploit their desperation, emphasizing the value of genuine operators and community support.
  • 56:47
    Industry Unity
    Cassie, Leslie, and Ismael stress the importance of contractors helping each other, fighting industry ignorance, and working together against external competitors like big tech.

Speakers

C
Cassie Pound
Host
L
Leslie Harpole
Host
I
Ismael Valdez

Key Takeaways

✦

Leverage smart thermostats like New Bay to create a direct communication channel with customers, reducing reliance on expensive Google Ads and improving customer retention.

✦

Offer value-added incentives like free smart thermostats with tune-ups to increase lead conversion rates and attract more customers.

✦

Actively listen to customer feedback and critiques to continuously improve products and services, fostering loyalty and minimizing warranty issues.

✦

Utilize smart thermostat monitoring features to proactively diagnose system issues, reduce unnecessary truck rolls, and provide better customer support, especially for elderly clients.

✦

Explore integrations with field service management software (e.g., ServiceTitan) to streamline operations, enable remote diagnostics, and facilitate direct technician dispatching from customer devices.

✦

Be cautious of online 'gurus' offering quick fixes; instead, seek advice and mentorship from experienced, hands-on operators within the industry who have proven track records.

✦

Foster a collaborative mindset within the industry, sharing knowledge and supporting fellow contractors to elevate the entire sector and combat common challenges like recruitment and pricing ignorance.

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