Guest: Kevin Strandberg — Owner, BWS Plumbing, Heating & Air Conditioning Guest Links: Website: https://bwsheatingandair.com

Kevin Strandberg is a second-generation HVAC and plumbing owner running BWS in Eden Prairie, Minnesota. In this episode, he gets specific about how he's using Claude to run a tighter operation, from building a two-week CSR onboarding plan in 30 minutes to running deep first-quarter financial analysis straight from QuickBooks Online. The conversation also covers the squeeze hitting home service in 2026: back-to-back supplier price increases, Minnesota's high tax burden, the new paid family leave law, and why homeowners are shopping mom and pop shops harder than ever. Kevin shares his Nexstar three-day-look-ahead system, why ValPak direct mail is quietly producing real lead flow, the AI after-hours phone shift to Avoca, and the small percentage tweaks in booking rate and field close rate that turn into hundreds of thousands in revenue.

You'll learn:

  • How to use Claude to build a 2-week CSR onboarding plan in 30 minutes
  • Why uploading core values, brand assets, and an MD file changes everything
  • How Claude connects directly to QuickBooks Online for real financial analysis
  • The first-quarter executive summary Claude generated that surfaced new insights
  • How Claude is starting to replace dashboard software for visual reporting
  • Why Avoca AI after-hours phone agents are improving on the second try
  • Real numbers on ValPak: 150,000 addresses a month for $4K
  • Why three-day-look-ahead scheduling beats panic-filling tomorrow
  • The Minnesota market squeeze: supplier price hikes, taxes, and paid family leave
  • Why family owned, local, and "five miles from the office" is a real positioning angle
  • How small percentage tweaks in booking and close rate turn into $200K in revenue
  • Why your CSRs are your front lines and worth paying for
  • The "just because you have a plow doesn't make you a farmer" framework for AI fear
  • How to use Claude in small 3 to 5 task batches to avoid hallucinations
  • The 18-business-book Notebook LM audio summary trick for non-readers on your team

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör HookAgency.com. Innehållet i podden är skapat av HookAgency.com och inte av, eller tillsammans med, Poddtoppen.