Being busy isn’t the same as being profitable, and in a lot of service businesses, that gap is bigger than most owners realize.

Jason Noel from CEO Warrior joins the show, bringing more than two decades of experience helping HVAC, plumbing, and electrical companies improve performance and turn around struggling operations.

In this episode, we break down why so many service businesses look successful on the outside but struggle financially behind the scenes. Jason shares what he’s seen inside companies doing millions in revenue with little to show for it, and why focusing on top-line growth without structure can actually make things worse.

We also get into the fundamentals of improving profitability—from understanding your P&L to dialing in gross margins, job costing, and eliminating inefficiencies in the field. Jason explains how small operational issues like dispatching, inventory, and pricing can quietly erode profit over time.

On the leadership side, we talk about the transition from technician to business owner, when it makes sense to bring in a general manager, and the mindset shifts required to stop doing everything yourself. Jason also shares the most common limiting beliefs that keep owners stuck and how to start breaking through them.

If your business is growing but the financial side feels unclear or inconsistent, this episode offers a practical look at what needs to change to build a more stable and profitable operation.

What You Will Learn in This Episode

• Why revenue alone doesn’t reflect the health of a service business
• How companies can generate millions and still struggle with profitability
• The role of gross margin, pricing, and cost of goods in improving profit
• Why inefficiencies in dispatching, inventory, and operations hurt the bottom line
• How to use job costing to identify where money is being lost
• The importance of clean and accurate financials for decision-making
• Why growth without structure can create bigger problems over time
• When it makes sense to hire a general manager or operations leader
• The most common limiting beliefs that hold business owners back
• How to stop doing everything yourself and build the right team around you
• The value of consistency when implementing changes in your business

More From Profit & Grit

Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:

http://cfointrocall.com

Learn more at http://cfomadeeasy.com

Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.

If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Marketing in a home service business doesn’t fail because of a lack of tools or agencies. It breaks down when there’s no strategy, no accountability, and no one owning the outcome.

Adam Rich, founder of Rich Ideas, joins the show to share his perspective after more than 15 years helping HVAC, plumbing, and electrical companies improve their marketing performance and decision-making.

In this episode, we break down what actually drives results in marketing. Adam explains the common traps business owners fall into, from relying on vanity metrics to trusting agencies that prioritize spend over performance, and why more activity doesn’t always mean better outcomes.

We also get into the role of a fractional CMO, what it looks like to truly hold marketing accountable, and how business owners can shift from being reactive to making informed, data-driven decisions that impact revenue.

On the operations side, we talk about memberships, retention, and why many programs fail to deliver long-term value. Adam shares how to rethink customer relationships, improve renewal rates, and turn everyday service calls into lifetime customers.

If you want to get more out of your current marketing, eliminate wasted spend, and build a system that actually produces results, this episode offers practical and actionable insights.

What You Will Learn in This Episode

• What causes marketing to underperform in HVAC and home service businesses
• Why many agencies push increased ad spend without clear returns
• The difference between tracking activity metrics versus revenue-driving KPIs
• How a fractional CMO improves oversight and marketing accountability
• Why business owners struggle to evaluate marketing performance on their own
• The core metrics every service business should focus on
• How to simplify dashboards and avoid getting lost in too much data
• Why memberships often fail and how to increase customer retention
• How to create more long-term value from existing customers
• The importance of ownership, structure, and clear decision-making in marketing
• How to better utilize tools and software instead of constantly switching platforms
• The mindset shift needed to turn marketing into a true growth drive

More From Profit & Grit

Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:

http://cfointrocall.com

Learn more at http://cfomadeeasy.com

Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.

If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting

Scaling an HVAC or plumbing business gets difficult when systems, structure, and leadership can’t keep up with growth.

Brandon Saiz, owner of NCB Mechanical in Albuquerque, shares how he went from getting fired at 19 to building a multi-million dollar HVAC and plumbing company after starting during COVID with his own money.

In this episode, we break down the real challenges of growing a home service business. Brandon walks through costly mistakes that shaped his journey, including a $23,000 workers’ comp audit, a $50,000 CRM decision, and losing a $250,000 contract due to lack of structure and scheduling.

We also cover hiring, leadership, and team development... how Brandon shifted from hiring anyone available to building a more intentional team, and why understanding what motivates employees is key to scaling.

On the marketing side, we discuss how to think about spend across Google, Yelp, and other channels, why you need to test everything, and how tracking KPIs helps you make better decisions instead of relying on industry averages.

If you’re looking to grow, improve profitability, and avoid expensive mistakes, this episode delivers practical, real-world insights.

What You Will Learn in This Episode

• Why HVAC and plumbing businesses struggle when scaling too quickly
• How lack of structure leads to operational chaos and lost revenue
• What causes unexpected workers’ comp audits and how to avoid them
• The risks of implementing CRM systems before your business is ready
• Why losing a $250,000 contract became a turning point
• How to improve scheduling and operational efficiency in a service business
• The importance of accountability in business growth
• How to hire and retain the right technicians and team members
• Why leadership development is critical for scaling a home service company
• How to approach marketing spend across Google, Yelp, and other channels
• Why tracking KPIs and performance metrics drives better decisions
• The mindset required to grow a successful HVAC or plumbing business

More From Profit & Grit

Book your complimentary Financial Insight Session with Tyler Martin, fractional CFO for home services and the trades, here:

http://cfointrocall.com

Learn more at http://cfomadeeasy.com

Follow the show for weekly interviews with HVAC, plumbing, and home service owners and experts who share what it really takes to grow, scale, and profit in the trades.

If you listen to any of the following shows, we’re sure you’ll love ours too! To The Point Home Services Podcast, Toolbox for the Trades, Masters of Home Service, Home Service Business Coach With David Moerman, BlueCollar.CEO, The Home Service Expert Podcast, Next Level Pros, Blue Collar Business Podcast, Home Service Millionaire with Mike Andes, The Contractor Fight with Tom Reber, and Blue Collar Success Group.

🎙️ Profit & Grit by Tyler Martin
Real stories. Real strategy. Real results for service-based business owners.

🔗 Website: ProfitAndGrit.com
📍 LinkedIn: linkedin.com/in/thinktyler
📸 Instagram & TikTok: @profitandgrit

Tyler Martin, a fractional CFO for home services and the trades

📅 Want to grow your business with smarter financial strategy?
Book a free intro meeting