"This Felt Like Giving Up Your Baby" - David Katz's Emotional Heating Business Transformation

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11d ago 1:11:46

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How David Katz Transformed Trio Heating: Rebranding, Metrics & Customer Experience

David Katz joins Adam Loveridge on the Job Calls Podcast to share how he built Trio Heating & Air from scratch, revealing the emotional journey of rebranding, the power of customer-first marketing, and why focusing on conversion metrics rather than revenue per truck creates sustainable growth in the HVAC industry.

00:00 - Emotional Rebranding Journey

03:00 - Starting Without HVAC Experience

06:55 - Pacific Air USA Origins

09:40 - Rebranding Challenges

14:17 - The Trio Brand Meaning

17:55 - Performance Metrics Discussion

23:03 - Five-Star Customer Experience

25:49 - Conversion Rate Expectations

32:05 - Average Ticket Importance

38:23 - Revenue Per Truck Myth

44:25 - Marketing Budget Planning

48:54 - Lead Generation Strategies

54:02 - Creative Marketing Approaches

59:04 - Private Equity Considerations

1:04:38 - Company Culture Values

1:08:28 - Supporting the Trades Industry

20 episodes