Membership Strategies for HVAC Professionals to Boost Customer Retention with Billy Stevens

Welcome to the Service Business Mastery Podcast!

Visit our website for more episodes and insights! www.servicebusinessmastery.com

In this episode, hosts Tersh Blissett and Joshua Crouch are joined by Billy Stevens, founder of Sera Systems and a pioneer in revolutionizing the service industry. 🚀💡

Drawing on his decades of experience in HVAC and plumbing, Billy unpacks how to optimize business operations, transition to membership models, and leverage hyperlocal branding to drive growth. From the power of AI-driven efficiency to strategies for retaining customers, this conversation is packed with practical insights to help service professionals thrive in today’s competitive landscape. 🔧📈

In this episode, here's what you can expect to learn: 

• How to transition from selling products to building long-term customer relationships.

• The key differences between traditional maintenance plans and membership models—and why the latter is a game changer.

• Practical strategies to boost booking efficiency and improve first-call resolution rates.

• How hyperlocal branding and community events can transform your customer acquisition strategy.

• A sneak peek into how AI-driven tools, like Sera, are shaping the future of the service industry.

If you enjoy the episode, please don’t hesitate to leave us a review (5 stars preferably 😉)

Links & References:
LinkedIn: 

• Billy Stevens

• Sera Systems

Website:

• Sera Systems

This episode is kindly sponsored by:

• Sera

• UpFrog

• CallRail

• CompanyCam Visit CompanyCam and use code SBM for a free 2-week trial, 1:1 training and account setup, and 50% off your first two months!

• MarketStorm

• Rilla 

• Lace.ai

• Autobot.ai

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