Show cover of Take Stock! Presented by Commusoft

Take Stock! Presented by Commusoft

Take Stock is the field service podcast where we share the top trends, ideas, and strategies used in the trades industry and beyond. This podcast is presented by Commusoft - educating and empowering field service companies to provide world-class customer journeys. Episodes feature conversations and stories from thought leaders to help field service companies succeed.

Tracks

Transforming Payments with Instant Bank Pay - Commusoft meets GoCardless ft. Pat Phelan
Welcome back to a TakeStock! presented by Commusoft. Today, we explore Instant Bank Pay—https://www.commusoft.co.uk/software-integrations/gocardless/—featuring Pat Phelan, Chief Customer Officer of GoCardless!Pat is an experienced CCO and has shared his wealth of customer knowledge with us. Have a listen and learn all about how GoCardless and Commusoft have partnered to make taking one-off payments easy, with Instant Bank Pay!
50:26 9/13/23
Series 2, Episode 3: Commusoft meets Tools in the Trades
Our first 2-guest episode is live! Rhys has been speaking with Kevin Graham and Joshua Wells about Tools in the Trades. Based in Niagara Falls, Canada, these two trade experts are helping to train new generations of Tradesmen and Tradeswomen across the country. Discover what they have to share about mentors, motivation, and much, much more!Apply to be a guest by filling this form!
51:39 2/7/23
Series 2, Episode 2: How Great Design Boosts Sales with Courteney Lockley
The great painter Henri Matisse once said: “Creativity takes courage.”Fortunately, trades businesses don’t need to design a masterpiece to have a positive effect on sales. This week, Courteney Lockley, Graphic Designer and Product Designer with trumpet joins us to discuss the impact of great branding and how a little bit of effort can go a long way. In this episode, we’ll discuss:The importance of consistent designThe impact of great design in the sales cycleVisual first impressionsWhy mobile content mattersSimple, effective design strategiesWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.Apply to be a guest by filling this form!
35:19 11/23/22
Series 2, Episode 1: Supporting Your Community and Your Bottom Line with Jordan Dietsche
Community engagement is essential. Working with your community can take many forms and is a crucial part of growing your service business. For Jordan Dietsche, Marketer with BugTussel Wireless, community engagement is not just a task, but a way of life.In this episode we'll cover:A/B testing social media strategiesEnhancing your marketing strategy with both traditional and digital methodsThe Bears/Packers football rivalryServing niche markets and communitiesConsultative, educational selling strategiesWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.Apply to be a guest by filling this form!
29:18 11/2/22
Series 1, Episode 6: How HVAC Businesses Can Stay Competitive While Fighting Climate Change with Mark Nabong
Climate change. If you have a heartbeat and access to news, you’ve heard about this global issue.  So how does this impact field service? Specifically, the heating and cooling industry?This week, we’re thrilled to have Mark Nabong as our featured guest. Mark works in renewable energy and telecom infrastructure and will guide us through the complex issue of climate change and its impact on field service.In this episode we’ll cover:Climate change: what it is, it’s impact on the environment and the field service industryHow heating and cooling companies can stay competitive in a warming world and a changing industryWhy keeping the environment top of mind is important for HVAC businessesHow the Inflation Reduction Act will affect HVAC companiesWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.Resources Environmental Protection AgencyACCA: Inflation Reduction ActCongressional Summary: Inflation Reduction ActEnergy StarIPCC Report on Climate ChangeEPA: Clean Air Act Section 608Department of Energy: Heating and CoolingApply to be a guest by filling this form!
20:16 9/7/22
Series 1, Episode 5: Recruiting Women and Young People to the Trades with Shannon Tymosko
Apply to be a guest by filling this form!The U.S. Department of Labor states that women make up almost half of the national workforce but represent only 13% of Registered Apprentices. Fortunately, change is coming to the trades. This week, we’re excited to host Shannon Tymosko, 3rd year electrical apprentice and motivational speaker who speaks on how women and young folks play a critical role in the field service industry.In this episode, we’ll discuss:The importance of training new hires and knowledge transferUsing social media as a tool to recruit talentThe value of gender bias trainingHow to reach the younger generationThe significance of representationWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google Podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.
39:54 8/24/22
Series 1, Episode 4: Pricing Your Services Sustainably with Wayne Bettess
Apply to be a guest by filling this form!Inflation has swept through the global economy. The causes of inflation are multifaceted, interconnected, and it affects us all. The outcome? Our purchasing power has decreased. In order to maintain a healthy, profitable business, it’s necessary to raise rates. This week, Wayne Bettess, business coach and founder of Off The Tools, illustrates how to raise rates and why it leads to a better business and happier customers.In this episode we’ll discuss:Why and how to raise your rates responsiblyThe Three B’s (Body, Business, Balance)The importance of consistencyCommunity building and passing on knowledgeWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.Resources:Wayne's Guide on Raising PricesOff The Tools Podcast
51:22 8/10/22
Series 1, Episode 3: The Five People You Need for a Successful Trades Business with Tersh Blissett
Apply to be a guest by filling this form!There’s a saying: “You become the people you surround yourself with.” When starting a trades business, this is especially true! In this episode of Take Stock, CEO of Service Emperor and host of the Service Business Mastery podcast Tersh Blissett joins us to share his thoughts on who to have in your inner circle when launching your field service business.In this episode we’ll discuss:The five must-have relationships when starting a business“If it’s normal, do the exact opposite.”Challenges facing new field service businessesWhy communication is keyWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.Resources:Service Business Mastery PodcastService Emperor
35:12 7/27/22
Series 1, Episode 2: How to Create an Impactful Customer Experience with Jason Morjaria
Apply to be a guest by filling this form!The Great Debate. Is the customer always right? Some agree, some disagree.Regardless of the answer, we do know the customer is important. Building an experience with a customer-centered approach is paramount to creating a successful business.  In this episode, Jason Morjaria, CEO of Commusoft, joins us to speak on his passion for creating excellent customer journeys.We’ll touch on:How “Qualification is Key”Building a successful sales strategyCreating an excellent customer experienceTools for growing revenue and scaling your businessHow to qualify leads and sell to the right personWant to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.
46:12 7/13/22
Series 1, Episode 1: How to Sell In Field Service with Ross van Dijk
Apply to be a guest by filling this form!There’s a shift taking place in field service.  Trades companies are moving from quoting and estimating - to formal sales processes.  Ross van Dijk, Territory Account Manager at Fortinet joins us to discuss his tried and true sales techniques, his humble beginnings selling CDs at the Choir Olympics, and how to avoid “commission breath”.In this episode we’ll cover:“Be brief, be brilliant, be gone.”Establishing trust and respect with potential customers that build last relationships.The benefits of “upselling” for the company and customer.The importance of repeatable processes.and much more!Want to learn more? Follow Take Stock on Apple Podcasts, Spotify, Google podcasts or wherever you listen!Be sure to check out more of our content on Facebook, Twitter, LinkedIn, and at our website.
42:03 6/29/22
Trailer: Take Stock! Presented by Commusoft
Apply to be a guest by filling this form!Introducing - Take Stock! A new field service podcast presented by Commusoft.Our first series, debuting Wednesday, June 29th, features our host, Charles Kay, and an all-star group of professionals from the trades and beyond.  Join us as we dig into the challenges and ideas shaping the modern field service industry.
01:29 6/15/22