Live from Pantheon, John sits down with RJ Magee (Sierra) and Tyson Chen (Avoca AI) to talk about the future of technology in home service — from AI call centers to multi-location growth and ServiceTitan integration.

RJ shares how Sierra grew to 6 companies across 5 states through strategic acquisitions, while Tyson explains how Avoca’s AI agents are transforming call centers — booking jobs, handling overflow, and integrating directly with CRMs.

They unpack what it really takes to expand across geographies, standardize technology stacks, manage ServiceTitan instances, and build a culture that embraces change.
If you’re scaling locations, integrating new tech, or curious about how AI can actually work in the trades — this one’s a playbook.

💡 What You’ll Learn

-How Sierra scaled to 6 companies across 5 states through acquisitions and shared resources

-Why decentralizing call centers (but centralizing tech) drives accountability

-How Avoca’s AI books real jobs, handles overflow, and integrates directly with ServiceTitan

-Implementing multi-location tech rollouts — what to standardize, what to localize

-Change management: how to make teams embrace AI instead of fear it

-Lessons from Pantheon: how the trades are evolving into tech-enabled businesses

🎙️ Host
John Wilson

🎙️ Guests
RJ Magee (Sierra)
Tyson Chen (Avoca AI)

💼MASSIVE Shoutout to Avoca AI!

Looking to train your call center and improve technician performance? Avoca AI helps teams identify issues, improve call quality, and drive results from start to finish.

🔗 Schedule a demo HERE


💼 Big Reputation — Stop chasing reviews and watching competitors outrank you. Big Reputation is the AI-powered review + SEO platform built for home service pros. Automate review generation, respond with AI, track local SEO, and integrate with your CRM. Setup is free, and your first month’s on the house.

👉 Book your demo


💼 Extra Special Thanks to Service Scalers!

We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.

Want to learn how Service Scalers can do the same for you?

🔗Check Them Out Here

Send Us Mail!

More Ways To Connect with O&O

• John's YouTube Channel
• Weekly Newsletter
• Owned and Operated

Leave a Review

John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

Over the last five years, Steve Carroll scaled Kelso Industries from zero to $1.1–$1.2B top line with 3,500+ employees across mechanical, electrical, and plumbing (MEP) — powered by 29 acquisitions and an “empowered, decentralized” operating model. In this wide-ranging conversation, Steve and John unpack the Kelso flywheel (construction ➜ retrofit ➜ maintenance ➜ service), how to choose what to centralize vs. decentralize, why leadership pipelines matter more than playbooks, and the realities of integrating owner-led companies at scale. We also dig into data center demand, non-union strategy, and the “survival mode” moments that nearly derailed the journey.

If you’re thinking about multi-location expansion, commercial/industrial MEP, or acquiring while operating, this one’s a blueprint.

What You’ll Learn
-The Kelso flywheel: use construction as an entry point, expand into retrofit, sell maintenance, earn lifetime service

-29 acquisitions without breaking culture: partnering with operators, light-touch integrations, and when to standardize

-Centralize vs. decentralize: cash & risk centralization; empower branches on P&L, customers, and ops

-Building leadership pipelines (trades & military) to keep growth from stalling

-Data centers & industrial demand: where the growth is and what capabilities matter
- How a billion-dollar platform still treats growth like survival

🎙️ Host

John Wilson

🎙️ Guest

Steve Carroll (Kelso Industries)

💼 Partners

💼 Extra Special Thanks to Service Scalers!

We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.

Want to learn how Service Scalers can do the same for you?

🔗Check Them Out Here

💼 Shoutout to Quick Staffers LLC

Need trained HVAC & plumbing CSRs at a fraction of the cost? Quick Staffers LLC specializes in placing top-tier global talent with the best SOPs and scripts.

🔥 Get $1,000 off your first placement HERE

🔨Sponsored by WeSupplyTrades — Thousands of Plumbing, HVAC, and Hydronics parts shipped fast.

Sign up free, save big, and get 20% off your first order with code OWNED20 HERE

Send Us Mail!

More Ways To Connect with O&O

• John's YouTube Channel
• Weekly Newsletter
• Owned and Operated

Leave a Review

John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.

In this episode of Owned and Operated, John Wilson sits down with his good friend and fellow operator, Rich Jordan, to unpack how he scaled from $700K to over $30M in just five years — across three branches and two states.

Rich shares the unfiltered lessons from going multi-location, from the chaos of centralizing call centers too early, to re-decentralizing and finally recentralizing with the right infrastructure. He and John dive into the cultural challenges of acquisitions, how to win buy-in with frontline techs, why leadership development is the true bottleneck, and how “force of will” integrations differ from slow-play rollouts.

Rich also reveals how his team pushed margins up 10 points in just 60 days, why he cut a top producer to save culture, and what it takes to prepare for a Greenfield launch while still buying and integrating new branches.

Together, they unpack:

• The jump from $700K → $30M in five years through multi-location growth
• Centralize vs. decentralize — when to share services and when to split
• Driving culture post-acquisition with rapid feedback loops and frontline wins
• Leadership pipelines from the trades and the military
• Integration style: high-touch, high-speed, “bear hug” takeovers
• Preparing for Greenfielding — recruiting, training, and marketing from scratch

🎙️ Host
John Wilson

🎙️ Guest
Rich Jordan

💼 Modernize is how smart contractors scale.

With inbound calls, live transfers, and branded programs, Modernize connects you to ready-to-buy homeowners. Over 9M leads delivered and $4B+ in revenue generated.

👉 Start growing NOW


💼 Extra Special Thanks to Service Scalers!

We’ve been partnering with Service Scalers to maximize our Local Service Ads (LSAs) and optimize our Google My Business profiles, and the results have been incredible. With hundreds of thousands in sales and 900+ calls in a single week, GMBs are now our top-performing organic lead channel.

Want to learn how Service Scalers can do the same for you?

🔗 Check Them Out Here

Send Us Mail!

More Ways To Connect with O&O

• John's YouTube Channel
• Weekly Newsletter
• Owned and Operated

Leave a Review

John Wilson, CEO of Wilson Companies
Jack Carr, CEO of Rapid HVAC

📌 Disclaimer: Some links may include UTM parameters or affiliate relationships, meaning we may earn a commission if you make a purchase. Episodes may feature sponsors, but all opinions expressed are our own.