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Marketing Panes

Marketing Panes

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Jun 2026

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June 2, 2026Episode 5949 min

Why Some Workrooms Stay Busy But Not Profitable | Ann Johnson

Guest Profile: Ann Johnson Ann K. Johnson’s wholesale workroom, Sew Easy Windows LLC, Avon Lake, Ohio, was established in 1992. She is the author of The Professional Workroom Handbook of Swags I & II, and publishes Kitty Stein’s Price Your Work With Confidence! Ann offers private workroom training and consultations. She is a dynamic instructor for seminars and hands-on classes in workroom fabrication, pattern drafting, efficiency and pricing. She is a popular instructor for CWC, IWCE & WCAA. Other Notes/Links: Resources Mentioned in This Episode Ann K. Johnson – https://annkjohnson.com Curtains & Soft Furnishings Resource Library (CSF Library) – https://csfrl.org The Workroom Channel – https://www.theworkroomchannel.com The Workroom Channel (YouTube) –  https://www.youtube.com/@TheWorkroomChannel Window Coverings Association of America (WCAA) – https://wcaa.org WCAA Virtual Chapter – https://virtualchapterwcaa.org Educational Resources Referenced CSF Library Archived Webinars & Industry Resources – https://csfrl.org WCAA Educational Webinars – https://wcaa.org Workroom Tours & Method Shares – https://www.theworkroomchannel.com Follow Sew Easy Windows LLC On: Facebook pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://youtu.be/laWhqS5cAvI?si=bzfEoocniu1okFh4 Click here to display Transcript TRANSCRIPT William Hanke (00:00)to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is someone who spent over three decades inside the workroom, not just working in it, but constantly refining how it runs. She built and operated her own workroom for more than 30 years before recently stepping away from production to focus fully on what she’s become known for in the industry, helping workrooms become more efficient. She’s taught at major industry conferences, developed training programs, and works directly with teams to improve workflow, reduce wasted motion, and ultimately make businesses more profitable and sustainable. If you ever felt like the workroom is busy all the time and you’re still struggling to keep up, this conversation is going to hit home. Welcome to the show, Ann Johnson. Ann K. Johnson (01:02)Thanks, Will. I’m glad to be here. William Hanke (01:04)Yeah, appreciate you coming on. So let’s jump in. Tell me a little bit about yourself and what’s keeping you busy right now. Ann K. Johnson (01:10)Okay, well, history what gives me license to teach other workrooms. I started in ninety-two. I worked and I’ll tell you what, there was I didn’t even know I was a workroom. Had no idea, didn’t have the right equipment or anything, kept thinking I was gonna get out of this business because I fell into it and didn’t choose it. in 2006 I had been going to a workroom networking group, and the owner of the place who always hosted us Asked me to come work for him as workroom manager. And I thought, hot dog, no more cutting and covering boards and work, you know, on Monday through Friday, nine to five. And after two years, I realized that I just wasn’t employee material anymore. You know, you work for yourself, it’s hard to go back. So what I learned in that two years, because he had five sewists and a whole staff behind that, so they were William Hanke (01:56)Yes. Ann K. Johnson (02:07)putting work through this custom workroom, unbelievable amounts of work. And he was all about efficiency. always, well, how he put it, tweaking, you know, processes. So when I walked away from that business, from him, still friends, I developed the class on efficiency because it just it brought it home. And then the more I teach it, The more it brings it home. it also keeps it in my brain so that when I was working, I was on top of all this, but I was always grabbing other people’s ideas. You know, this workroom did this. Well, that’s intriguing. Let me try it. ⁓ I like it. I’m going to include it, or doesn’t work for me, but I might still include it and say pros and cons, right? So William Hanke (02:53)Fair enough. Ann K. Johnson (02:53)Because the way I do it isn’t necessarily the way somebody else wants to do it, right? And so I’ve just built up the reputation as an efficiency expert in the workroom. when I give a class and the whole class gasps, ⁓ that’s my moment. yeah. And I’ve taught workrooms that have been in business long longer than I have, 35 plus years. William Hanke (03:10)awesome. Ann K. Johnson (03:19)And they always walk away and say, wish I’d known that sooner, right? So that’s where I’m coming from is efficiency, intentional efficiency, thinking about it every day and constantly looking at your processes and seeing what can I do to make it better. William Hanke (03:23)Right. Yeah, that’s awesome. We’re gonna dive into some of that today, by the way. so I’m excited to hear a little bit more. Now you spent decades actually doing the work before stepping into the teaching side. And I think a lot of our listeners are kind of in that phase, you know, where they’re listening. Ann K. Johnson (03:41)I know. Yes. William Hanke (03:54)When you look back at the early workroom days, what were you doing the hard work way that you see different now? Ann K. Johnson (04:02)everything every stinking thing I didn’t have the table the machines the tools right and because those first 15 years I kept thinking well maybe I won’t stick with this right I wouldn’t invest and it wasn’t until I was meeting other workrooms or going to George’s workroom meetings and seeing what he had then I William Hanke (04:03)Okay. Right. Ann K. Johnson (04:27)Picked up a couple of machines, but I still, again, back then, workrooms were not charging what they needed to charge, right? So I never had enough to go out and pay for, invest in. And I just kept thinking, ⁓ next year I might not be in this anymore. So why get into it? It wasn’t until I left Georgia’s. I’m like, okay, I’m stuck in this. I now need to make the investment. There were no Professional patterns when I started, right? Everything was singer-sewing for the home and the library. doing everything the hard way. And then my first client who got me into this was a designer who was extra creative. So there was no references. And so it was all doing it the hard way. And and a lot of times I will take my mistakes, my struggles, and turn those into lessons because I don’t want workrooms who are coming into the business to suffer the same thing, right? So yeah, I pretty much did everything wrong for the first 15 years. William Hanke (05:32)⁓ too funny. ⁓ you mentioned not having the right tools early on. ⁓ how much did that affect like the overall efficiency day to day? Ann K. Johnson (05:42)everything. And I had no idea, right? I was just struggling. Okay, so you know, the right tool is your table, a padded table. You can pin things into it, it’s at your the right height, it’s the width, it’s 60 inches wide for a width of fabric, and it can be as long as you can make it. And so I started out on a ping pong table and then it collapsed on me, so I took half of it and propped it up on a couple of folding tables and I was making full length wide panels on a half a ping pong table with no padding. So you can’t get any more inefficient than that. totally. Because I refused to take and invest the money, right? William Hanke (06:25)Yeah. Makes sense. Yeah. So before we get too far, how do you define efficiency in a workroom beyond just like moving faster? Ann K. Johnson (06:39)Right, right. So efficiency isn’t necessarily going as fast as you can. It’s better quality for sure. because you’ve got a happier client. You put out the same product every time, you know, you get the same details. your clients know what to expect. That’s what they get, right? That’s efficiency, having standards and that sort of thing, and also keeping your error rate low, right? There’s so many details and numbers that go through the workroom, and especially if you’re handing stuff off to employees or subcontractors, there’s even another level where things can go wrong. So setting up processes and all to keep those things moving, through the workroom. So what did I say? Quality, continuity, low error rate, that’s efficiency. William Hanke (07:27)Yeah. And that’s I mean the what’s the very well known book, the E-Myth right? That was that was all about McDonald’s, for example, always making the same burger the same way every time and the output’s always the same. So yeah. Ann K. Johnson (07:33)Yes. Yeah. Exactly. And they had processes for it. And as far as I’m a aware now, Amazon does the same thing. You know, they’ve got processes and they’ve got things set up so that the workers don’t have to go hunt the right box or bag or whatever. You know, it’s all folded into that. William Hanke (07:47)For sure. Yeah, yeah, that makes sense. So for somebody that’s listening who maybe feels like they’re constantly busy but behind, what’s usually the real issue here? Is it workload or workflow? Ann K. Johnson (08:05)Mm-hmm. Okay, I’m gonna go with workflow on that because workload is controllable, quote unquote, because you can say no, right? You can back your clients up. They might squawk, but then send them on their way. They’re not your client, right? ⁓ yeah, no. ⁓ you never hire somebody new when you’re under stress. William Hanke (08:27)Yeah. Or you can hire more people, right? I mean that’s it’s a solvable problem. Okay, fair enough. Ann K. Johnson (08:38)Ask me how I know. ⁓ it’s it’s just too hard. because bringing somebody in under stress, if you don’t have documentation and processes in place, you can’t teach them, right? And then you’re constantly overseeing them. And ⁓ there’s only one employee that I always recommend hiring, and ⁓ because a lot of employees work at their own most employees they work at their own speed and i’ve seen this in workrooms right people are like i don’t know how to make them work faster you either have a little buzzy bee who is just so fast and loves what they’re doing and wants to do more rare that’s very rare ⁓ you’ve got the good steady workers in between But more often than not, you’ve got the ones that are just gonna work at their own pace and they don’t care what the schedule is or anything. So that gets frustrating if you’re a very ⁓ high energy person, right? ⁓ did I get off the question there? So with work, yeah, with work load though, you can you can ⁓ like say no or back them off or whatever, but work flow is always there. William Hanke (09:41)No, you’re good. Ann K. Johnson (09:54)And if you have bottlenecks or whatever, then you’re always going to come up against those, and they’re always going to slow you down ⁓ at the bottlenecks, and those are what you need to. Andor an underreported or thought about is error rate. That’s really quite important because that’s a huge bottleneck. If you’re having trouble. Moving stuff through the workroom and you get a lot of errors either in the workroom you’re having to redo something or you go to the install and there’s something wrong and you have to bring it back and redo it. That’s all the worst thing, right? Right. So studying your error rate. William Hanke (10:32)Yeah. Yeah. Ann K. Johnson (10:37)will help you, you know, catalog them and analyze them and figure out where your weaknesses are. And that helps too. You can target them. William Hanke (10:46)Yeah, yeah. Very good. let’s get into the real day-to-day stuff. I think a lot of people don’t realize kind of where they’re losing time. so imagine you walk into a workroom for the first time. What are the first inefficiencies you usually notice? Ann K. Johnson (11:01)Okay, let’s talk about drapery panels because that’s the most common thing everybody does. And and I used to do it this way. they cut all their panels and then they split the ones they need to split, and then they spend time shuffling everything back together into panels, right? And William Hanke (11:03)Yeah. Ann K. Johnson (11:19)Then you can that’s number one, that’s a lot of extra work doing all that shuffling. And number two, now you’re setting yourself up for an error of two right panels or two left panels because you didn’t put them back together in the right order. ⁓ and then bringing it back to the table after you ⁓ shuffle everything, bringing it back to the table, and then going along and glue basting or taping or pinning to pattern match. Right, so that you can sew your seam. Whereas if you simply cut your whists in the right order, split them in the right order, and stack them, you go straight to the machine, and there’s a method to pattern match right at the machine without doing all that pre-work. Every time you take that treatment back to the table, you are handling it. Too much, right? So if we can eliminate some of those steps back, and that’s been somebody once said I just took 30% of the time off of their making panels with just with that. ⁓ workrooms also, I call them crutches, time wasters. somewhere along the line, something William Hanke (12:26)Yeah. Ann K. Johnson (12:38)Catastrophic happened, right? And it it caused all sorts of trouble. Now they worry. And one of them is length of panels, right? They went to hang them, they were too long, they were too short, they grew or whatever. And so now they hang up every panel that they fabricate. That’s a waste of time, you know. And this is where I have to go to them and say, no, you’ve been doing this long enough, you know which fabrics are good and which fabrics are bad. William Hanke (12:55)Okay. Yep. Ann K. Johnson (13:04)Right? So the fabrics that you know are good and stable and all make up your panel, trust your work and get it out. If you have a fabric that you’re not too sure of, go ahead and hang that one. Right. But we clutch sometimes these crutches because we’re afraid because of something that happened in the past. Mm-hmm. William Hanke (13:23)Right. Yeah. Definitely makes sense. Ann K. Johnson (13:26)and and you know, you could probably look at just about every type of treatment out there. In the last, I’m most familiar now with drapery panels, Roman shades, various versions, and box bleated valences, simple box bleeded valances, because that’s all anybody’s made in the last six, eight years, right? So if you go back to swags and kingston valances and the frufru stuff. Those aren’t gonna be as efficient because you don’t do them as often, right? And you don’t have that, but you can really get those core treatments down. Panels have often been thought of sometimes as a lost leader, and they shouldn’t be, right? William Hanke (14:06)Yeah. Yeah, those are some great tips. You’ve already affected a couple hundred workrooms, I think, just with this. Ann K. Johnson (14:12)We’ll see. William Hanke (14:15)So what are some common habits that feel normal to owners but are actually killing their productivity? Ann K. Johnson (14:20)hoarding fabric and you know they have leftover fabric they don’t know what to do with it or they’re always someday i’ll make pillows out of this right and it piles up around them and so keeping Extra leftovers in your workroom, in your actual work area, slows you down because you’re working around it. It’s also eliminating space for your tools and materials that you use on a daily basis and keeping them near you, right? And then another one of the biggest things is perfectionism. If you go to any group and you say who defines himself as a perfectionist, You know, ha more than half the hands go up, and it’s like, no, don’t do that. By definition, perfectionism is not attainable, right? And this is fabric, it’s not even like stone or wood, it’s fabric, it has a life of its own, and it’s gonna do what it damn well pleases. Sorry about that. And ⁓ so I’m trying now to get people to look more to to to get perfectionism. how do I move forward on this? I can’t make it perfect, or I can’t follow this standard or or whatever. And then they freeze up and they’re not happy with what they did. Whereas if you tell yourself, I’m striving for excellence, okay? It gives you it literally just that word takes a load off your shoulders. And you say, Okay. William Hanke (15:51)Yeah. Yeah. Ann K. Johnson (15:55)I’m doing the very best I can. I’m putting out an excellent product. People love my work. They keep coming back. Perfectionism isn’t gonna do you any good. You have to change your mindset. William Hanke (16:10)I like that. I’ve heard the phrase done is better than perfect. ⁓ you know, that’s yeah. Yeah. But I do like excellent is better than perfect, right? That’s that keeps that excellence in mind. I like that. That’s really good. So are there any specific workflow breakdowns you see over and over again across the different shops that you visit? Ann K. Johnson (16:13)yes, love that phrase, yes. Mm-hmm. Mm-hmm. Uh-huh. the shops that I go into, and lately I’ve been going into more that are multiple employees, and a couple last year were designers bought their workroom because the workroom owner was tired and wanted to quit, retire, but the designers didn’t want to lose them. William Hanke (16:49)Okay. Yeah. Ann K. Johnson (17:00)Assuming that the workroom has two or three employees that know how to do the work, right? And so, but the ⁓ designers would then call me because they were like, I can’t believe how slow these people are, right? And a lot of it was because the workroom owners had been in the business too long, were tired, and weren’t out there learning new. Right? They were just like caught up in their own. So I would say the most common thing is is doing it the way you always did it. Okay. And and sometimes that’s almost inevitable because you have it it’s like a spiral, right? You’ve you have this huge workload and you’re just killing yourself trying to get it done. And you know there’s gotta be a better way. You go to conferences, you come home, your head’s ringing, and you’ve got all these great ideas, but my gosh, you got those deadlines, so you jump right back in to doing it the way you always did, and so you never quite get and and you don’t give yourself permission to step back and take a week off or a couple days, and you get so overwhelmed you just don’t even know where to start. That’s where sometimes whenever I teach. William Hanke (18:21)Yeah. Ann K. Johnson (18:25)Here we go. I’m gonna assign your listeners homework. ⁓ whenever I teach a class, any class, and the four-day workroom hands-on class, they have to do this every night, is through the course of the class write down three things. I don’t care if it’s tips, it’s a technique, a process, a tool, that you’re going to immediately. William Hanke (18:28)Okay. Ann K. Johnson (18:51)⁓ use when you get back to your workroom. You’re gonna order it, you’re gonna practice it, and you’re going to make it happen in your workroom. If ⁓ this way they go home with a targeted list, right? And if they have more, then make two or three one one lady said, can I make a list for my husband? Because he worked with her. And I was like, yeah, go for it. But ⁓ this helps narrow your brain down. You’ve learned so much William Hanke (19:11)Yeah. Ann K. Johnson (19:19)You don’t know where to start. You’re you’re overwhelmed. You have to just jump right back into that gopher wheel again. And and and you don’t give yourself time to learn something new. William Hanke (19:31)Yeah. Yeah. There’s something to be said for speed to implementation, right? ⁓ just and and just like mentally having some sort of a win, you know, when you’re trying to improve something, if it’s just little, it it invigorates you to then do more. Ann K. Johnson (19:37)Yeah. Yeah. Yes. Yes, yes, yes, it does. you don’t have to write all your documentation in two days, right? You just you’re working on a job, just jot down the steps as you go along and take pictures. You just created documentation, right? numbers. I just did a class in Massachusetts on William Hanke (19:56)Right. Ann K. Johnson (20:09)numbers through the workroom. And at first I struggled, you know, I was like, I’m going to give them this whole package so they can just use my forms. And the more I worked at, the more I struggled because there are so many numbers that come in from different directions that go into every job. And everybody thinks differently, right? So all I could do was show them samples, talk about the steps, William Hanke (20:29)Right. Ann K. Johnson (20:34)Along the way and have them go back and step back and study. I mean, we’re all doing it. because I started before forms and everything, it was always that scribbled out. I’d take a piece of paper and I’d scribble out the specifications and I would had a Measure sheet that was just a drawn window and numbers that I you know, missed measuring half of them. and you know, then I’d calculate how much fabric on this piece of paper and I’d calculate my labor and the final cost. And usually, especially if I was on the road, forget something and keep telling myself, I need a checklist. William Hanke (20:59)Okay. Ann K. Johnson (21:13)Why am I not using a checklist? But I was always so charging ahead. Even as a teacher, this is a do as I say, not as I do thing, right? Because, but if you go back and you look at the way that you receive the quote, you calculate all the details for the quote, however, you’re doing it now on paper by hand, you could start, you could lay this out and realize you’re doing it the same way for every job. Now. Let’s just take this one part of it where we have the most errors and make it a checklist or make it a form we fill out. Well that worked. Let’s do another one, right? it is baby steps. William Hanke (21:57)Yeah. Yeah. That’s good. For somebody who maybe hasn’t taken your course or any course lately or been to a conference, if if they want to improve efficiency, what’s something they should evaluate first? Ann K. Johnson (22:12)Errors, error rate. Evaluate your error rate and how your numbers and your information flows through your workroom. Okay. that’s where you spot your weaknesses. And then from there, there are so many ⁓ opportunities out there. If they go to the curtains and soft furnishings library, they have ⁓ all the old webinars from the ⁓ The old custom furnishings academy. You know, they used to do webinars every month. And they have those archived in the library. You’d for I don’t know what the Pro Plus level costs, but I know it’s very reasonable for the information there. So you go and you start watching those webinars. So you’re going to get lessons. The Workroom channel has online classes, very reasonably priced. Go and take those, you know. If you’re part of WCAA, they have years of webinars, their lunch and learn webinars. They archive all of those, and I’m in a lot of them. And ⁓ the WCAA virtual group does their own monthly webinars and they archive those. So you can go, there is so much information out there. the workroom channel on YouTube, method shares, they’re short videos, but they give you short, they show you how to put a zipper in a pillow. They show you how to pattern match the machine, little things so that you learn it and incorporate it and then move forward to the next one, right? William Hanke (23:56)Love that. Yeah. And you mentioned earlier on getting the right tools and investments that counts as tools and investment for your business. Yeah. Yeah. Very good. what does a well-designed workflow actually look like in practice? Is there a way that you could verbalize that? Ann K. Johnson (24:01)Mm. Totally, totally. Mm-hmm. Maybe. so a well-designed workflow is work we could do workflow or workroom. well designed. let’s go with workroom. When you receive William Hanke (24:15)Okay. Okay. Ann K. Johnson (24:30)materials, supplies, hardware, that sort of thing, having one place for them to go into. And I had created and I used, I I did have a couple forms I used. And I had a receiving form so that I knew what, you know, I could fill that out for every job for everything coming in for a job. And then kept that binder next to where I received things, right? And I always insisted that all hardware came to me also so that I could unpack it. And make sure all the pieces parts fit together that I’ve got the right finish, that sort of thing. So there’s that’s a checklist, a quality checklist thing, ⁓ so that there’s not that error. And same with the fabrics and everything. And then I had a method to store. Once everything was checked in, there was a place for trims to go, right? They would be labeled as to the client and everything. And those trims would go on a special shelf. hardware, the long poles, would go back out on my studios in my house. So they went back out on tables on the gr in the garage because they were long. They took up too much room. But the box with all the brackets and finials stayed in the workroom on the shelf, off to one side, so I could pull them when I was actually doing fabrication to double-check returns and number of rings and everything. So You have a receiving space. That’s important. And at the receiving space are the scissors and the tags and the marking pens and everything you need. And then once you receive, it goes into very specific space, fabric under the table, trim on the shelf, brackets on the shelf, and poles out in the now. This all sounds well and good, but you can get overwhelmed in a hurry, right? and then at your table where you work and if you have multiple workers each one of these should have under my table was the fabric pending right waiting to be fabricated but also we tend to stand in one specific corner of our tables just whatever our setup is its habit right so right there is my rulers on a shelf under the lip of the table William Hanke (26:43)Yeah. Ann K. Johnson (26:50)All the tools and supplies I use on most jobs right there and smaller stuff a step behind me, right? On the shelves behind me. So having all your everything that you work with on a daily basis right there. And anything you don’t work on with on a daily basis set to one side makes a big difference. And then there was a place to put the finished treatments. After they were bagged and tagged, there’s a place for them. So that’s a that’s a good workflow. I could tell you about a a workroom in I want to say Boston, but or New Jersey, and it used to be a slaughterhouse, right? And they had several rooms downstairs where these people worked. And they had UPS stuff coming in over here and they had UPS stuff coming over here and you know when it was ti they just they had no plan. They didn’t have, you know, you you had to go around hunting for everything. And that’s ⁓ that’s not a good workflow. ⁓ other than that, like I said, ⁓ the ⁓ forms and the numbers catching. William Hanke (28:00)Yeah. Ann K. Johnson (28:10)And the that you carry from one step to the next is important also. William Hanke (28:15)Yeah. As I said it before, but I’m sure you’re affecting workrooms that are listening to this just with just with these great tips. So I appreciate that. that’s great. And and it’s funny how you know somebody could be listening that’s been doing this for 20 years, like you said, 15, 20 years. I never even thought of that. Why didn’t why don’t we do that? You know, and just making that one little change improves their profit. It improves their bottom line at the end of the day. Ann K. Johnson (28:29)Mm-hmm. Right, we don’t. It reduces their stress, you know. One of the things I do is I give them permission, you know, to not be perfect, to go ahead and do it this way, even though everything they ever read said you did it that way, it’s okay to do it this way. Because that is faster and it’s causes you less problems in the long run or whatever. And and you know, I’ve often been told that it’s like, you give me permission, right? William Hanke (28:56)Yeah. Ann K. Johnson (29:08)I kinda, yes, anytime I teach, I mean what I’m giving you now is like high level tips and techniques. When I teach, whether it be a one and a half hour class or four days of fire hose, I give a lot. And yes, I overwhelm, especially that four day class. By the third day, they’re all like, William Hanke (29:15)Right. Ann K. Johnson (29:35)You know, I’ll say, do you want make a sample of that? And they’re like, no, just keep teaching. And but I also give documentation and follow up, you know, with reference and stuff. The four-day class is a 160-page student manual. That was literally a brain dump when I first made it up. It is not publishable, it is ugly. You know, but they’re like, yeah, I reference that every week. So as long as, you know, I can give lots of tips and techniques and and processes and that sort of thing, but I need to follow up with documentation links to the what I referred to before, the method shares, or go watch this webinar that’ll, you know, flesh it out even more or something. So that’s important. William Hanke (30:20)Yeah. Yeah. Yeah. Very good. in the world of personality tests, I’ve been labeled as a quick start. And a quick start is somebody who sees the new object and they go after it, right? So I think it would be good for people that are like that, that hear about all these efficiencies and like, we got to go implement all these. How did how we need to talk about balance, right? How do they balance efficiency? Ann K. Johnson (30:45)Right. William Hanke (30:47)Keep quality and especially if their teams are already under some stress. Ann K. Johnson (30:54)Right, right. So if especially if you have a team, you have to take the stress off of them as much as you can. hourly workers are not paid to take the stress. That’s my thing. like I said, baby steps, getting started, how to balance the stress and the qual and the efficiency. you have to set boundaries, okay? A lot of workrooms don’t set boundaries. They’ll answer the phone or reply to emails at any time during the day. William Hanke (31:12)Yes, yes. Ann K. Johnson (31:25)Laura Nelson, we just came from her workroom on that workroom tour that I did with Chanel. And her workroom tour is going to come up on the YouTube channel somewhere soon. And ⁓ she has hours, 10 to 4. She doesn’t, you know, she she gets up, she starts working at eight and she might work past four or whatever, but 10 to 4 is when she responds to emails for her clients and that sort of thing. Not before. William Hanke (31:34)Okay. Ann K. Johnson (31:54)not after and i have found when there was couple of years and 2015 is my biggest learning year let’s put it that way that that created a whole webinar on what not to do because i was just inundated with work right and instead of making good decisions see when when you get under stress you stop making good decisions William Hanke (32:07)Okay. Ann K. Johnson (32:20)You’re like, I’m in a hurry. I don’t have time to do right now. we’ll just wing it. No, you don’t wing it. You know, that just that just my gosh. So I I did a whole webinar on that. So William Hanke (32:27)Yeah. Ann K. Johnson (32:33)You have to give yourself boundaries. You have to say, no, I’m not gonna work all night. I am not going to work on weekends. I am going to work, and everybody’s different. You know, if you have young children in your husband’s home on Saturdays, yeah, maybe you’ll work while the kids are at school and then on most of Saturday, right? Everybody works out their own, but you have to put those hours on your wall. You know, you have to post them. You have to put them in your contract with your client. Post them, right? And remind them over and over again because and and people start to res they will respect that, right? But if you don’t respect yourself, then they’ll just keep coming at you. And so that’s where you get your balance and your stress by taking care of yourself, by setting boundaries, setting hours, giving yourself time away. Maybe even Laura was. She will work three weeks a month and take the fourth week off, but that’s her week for playing ketchup, that’s her week on you know, book work or whatever, or experimenting with something new or whatever. So that’s her way of maintaining her sanity and growing because she gives herself that time off. But you have to discipline yourself for it, right? Because we all wanna like, ⁓ they want that, they’re moaning, you know, they it’s just like, I hated that question. And I could always see it coming through the phone. So no pressure, but you know when it might be done? It’s like in my last three or four years or so, you know, I was helping take care of my folks, you know, as as they neared end of life and stuff. William Hanke (33:51)I think that’s important. Yeah. Yeah. Ann K. Johnson (34:20)And so you never knew when you had to drop everything and go to the emergency ward or something like that, right? And I was very, very lucky to have a very strong support system here, but I was I was the key person, you know, who handled their. William Hanke (34:35)Yeah. Teams are under pressure. Ann K. Johnson (34:38)I started answering with the question, well, do you have a date? Do you know when it’ll be done? Or can you have it done by this date? My answer was always, sure, pending on foreseen circumstances. I just always William Hanke (34:53)Two, no? Ann K. Johnson (34:54)put that on there, pending on because you never know what life’s gonna hit you with. So you you have to if you always jump for your client. Then that’s what they’re gonna expect, right? You need a jump for yourself. So that’s handling stress and quality and efficiency. William Hanke (35:04)Yeah. Yeah. Yep. Yep. Yeah. You mentioned hitting that burnout at one point. And I think that’s something a lot of people in our industry, you know, quietly deal with. Ann K. Johnson (35:16)yeah. William Hanke (35:20)What led to that burnout for you? Was it volume, lack of systems, or something different? Ann K. Johnson (35:20)Mm-hmm. Yes, yes, yes. ⁓ and yes. So I took on a new designer the fall before that, in twenty fourteen. And she’s a nice lady, a little manipulative, right? But I could handle her, right? and so as we flowed into January, she had three houses that we were doing. And this is on top of my regular workload, but I wanted to impress her and you know, draw her in is so that could keep her. And so also at the time my kids are gone, my husband doesn’t need me to fuss over him for dinner or anything like that. So I’d say, well, I could work a little later every day. And she was constantly calling up and well, you know, can you have this two weeks from today? And I’d be like, ⁓ she’s and and ⁓ my client’s gonna be so upset. And so I would like, yeah, okay, two weeks. That’s plenty of time. And of course it wasn’t. But I’m, you know, was managing them and the and I was also because I was under so much stress, and the all three houses were on the east side, which is over an hour away, right? So just popping over there to check and measure or something was Would have taken some time. Now, if I had been smart, I would have taken a day and gone over there and double checked all the measures through the house. I had sent somebody else to do the measures, and there were a couple that were wrong. So a couple things started coming back. And I had a job that four long cuts of scalamandra fabric folded on my table between my machines. Where it was safe and out of the way until I could work on it. My oil can fell over and I didn’t know it. And I had a huge oval grease ring in the middle of those four. Panic, panic, panic. I figured out how to salvage two, but had to spend eight hundred dollars buying more. so there come the hits, you know, and the stress. Things start coming back, they’re making mistakes, and then Boom, like in September, I just ran right into a brick wall, metaphorically speaking, of course, and spent most of the rest of the year chasing errors, chasing problems. So when I went back and I looked at my net income from 2014 and my net income from 20 ⁓ 15, my gross was like 25% higher. My net was only about five grand more. William Hanke (38:04)Hmm. Wow. Ann K. Johnson (38:05)for all those hours and all that stress. It’s not worth it. You have to take care of yourself and not let other people tell you how to run your business or what your hours should be or when you should deliver. ⁓ that’s for you to choose. William Hanke (38:22)Yeah. Yeah. How often do you see burnout tied directly to the inefficient processes? Ann K. Johnson (38:29)⁓ yeah, you see it. You talk to people and and you see it. ⁓ and and some of it too is life, what’s going on in their lives doesn’t help, right? which is all the more reason you have to sell set boundaries with your clients, right? and get the help you need if you can’t. And this goes back to charging enough. To be able to bring in somebody to clean your house for you or mow your lawn, right? And the one worker that I tell every workroom to hire. I hired her, I hired a friend who needed money, right? she struggled to work in the real world because of AD, HD, or you know, whatever. She was just Flighty is all get out. You gave her a list at the beginning of the day, and then you didn’t pay attention to how she got it done because she’d be all over the place, but she’d get it done. She was proud of what she did. The years that I had her working for me, my productivity skyrocketed. Because an unskilled utility worker, that’s what they call them a utility worker, an unskilled utility worker. paid at hourly wage can do everything right up to the point where you pull the fabric out and start fabricating the skilled part. And then when you get to a certain point in the fabrication process, you can hand it back to them to finish it off. Right. So I think workrooms, I keep trying to tell workrooms that, and I don’t think they truly understand that. And that could be somebody, a mother who sends her kids off to school every day, right? And just comes in for three or four hours for three days a week or something. It’s unbelievable. And then maybe if they’ve got a little skill, you can eventually train them and bring them up to a skill level that would be valuable in the future. So William Hanke (40:22)Yeah. Yeah. Yeah, I love that. I I’m a huge systems guy. I love building systems and having them in place and then figuring out ways to ⁓ you know make them better, make them more efficient, as we’ve been talking about. ⁓ so so I love that the I love what you’re saying. So so now that you’ve stepped away from the workroom, your focus is on helping others improve theirs. ⁓ when you go into a workroom to train a team, what’s usually missing? Ann K. Johnson (40:34)Yeah. Mm-hmm. ⁓ I don’t know, that’s a blank. I mean, every workroom’s different, but it’s and it depends. So, like the class I’m teaching, those are workrooms coming to me. They are ones who are already learning. You know, they’ve got their finger on the educational ⁓ opportunities out there. The workrooms that I go into with hired help and new management. William Hanke (40:56)Okay. Ann K. Johnson (41:21)they are missing current. ⁓ they’re still doing it the same way it’s always been done and haven’t kept up with ⁓ processes that could be ⁓ help to streamline things. William Hanke (41:38)Yeah, yeah. How do you ⁓ how do you approach teaching efficiency without overwhelming them? You mentioned the fire hose earlier. Ann K. Johnson (41:46)yeah, I overwhelm them right from the start. ⁓ it’s it’s a given. ⁓ but we use the student handbook. That’s my, you know, st ⁓ stylus or whatever they call it. ⁓ you know, I just go through page by page to the handbook and then we stop periodically and I encourage them to just make small samples, practice this, you know. a lot of them You know, some will already know this and some will already know that. And ⁓ depending on how much they’ve had their finger on or been watching me, they might know a lot. But still I and and also is the discussions. You know, somebody all pipe up and say, Well, I’ve been doing it this way. And everybody so ⁓ so we do homework every night, those three things, right, that you learn today, and I’m always praying they find three. William Hanke (42:40)Yeah. Ann K. Johnson (42:41)They usually find 10, but we go around the table the next morning and it always fascinates me. There’s a certain few favorite, you know, tips or techniques that everybody does, but this one might write down something that that one said, right? So we learn from each other too. There’s I want to publish that student manual that’s in my that’s William Hanke (42:57)Mm-hmm. That yeah. Ann K. Johnson (43:06)my goal to do in the next year or two, but it won’t quit changing. Make that I just keep adding to it. So I don’t I gotta figure out how to cut it off. William Hanke (43:10)No Yeah. Yeah. Yeah. so far, fantastic tips. I really do appreciate it. I wanted to zoom out before we wrap up and talk about kind of the industry as a whole. what do you think the window treatment industry gets right when it comes to workrooms? Ann K. Johnson (43:33)I think we can thank Cheryl Strickland for bringing work rooms out of their basements. And getting and and opening up discussions on the ⁓ gosh, the for very first forum she was there. workrooms, they they work by themselves, you know, they don’t have often don’t have somebody to bounce ideas off of or whatever. So she brought the conversation out into the open. And got us to looking around and realized, I mean, for a long time there, you couldn’t get if if a woman was charging ten dollars a width to make a panel, now gosh, those a panel cost you a hundred to end up, depending on who the designer, you know, the workroom is and all. And and so they weren’t making any money. And so they were like hoarding their information because, no, you know, you might take my clients if I teach you this, right? And I think there was a lot of that for generations. And if you look back at books from the late 1800s, the techniques in those, if you can figure out what they’re talking about, are ⁓ were lost for William Hanke (44:43)Yeah. Ann K. Johnson (44:48)Just just basic techniques for controlling fabrics from flare and and how to cut to create a pattern or whatever. Those were lost because nobody would share it. Now they share everything. So Cheryl opened that up, you know, with her magazines, with her school, with her forums. and then Kitty Stein ran with it with her pricing book, right? And got people to start. Realizing that they’re worth more and they can charge more and they should. Michelle Williams took that even further with her classes. so doing it right, if you are a workroom who is tapping into education in the industry and paying attention. There’s so much information out there, so much being shared, and at such a reasonable price, right? So I would say they are getting that right. William Hanke (45:42)Yeah. Yeah, that’s awesome. That’s great. Couple rapid fire questions for you. what’s one tool or setup change you wish every workroom would adopt? Ann K. Johnson (45:57)I wish they’d all hire a utility worker. An unskilled utility worker. their productivity would go through the roof. And it gives them a potential line towards some you know, a skilled worker down the road. William Hanke (45:59)Okay. Yeah. I like that one. what’s the most overrated practice in a worker? Ann K. Johnson (46:15)perfectionism and unnecessary handwork. There’s a lot of workrooms I still see, you know, they they do little videos on there and that there they are sewing away. It’s like you could have done that with a machine, you know. and so, okay, so I don’t want to disparage somebody who puts that kind of personal touch, but you better be charging for it. William Hanke (46:28)Yeah. Ann K. Johnson (46:44)And you better be letting your client know this is what you’re doing for them. I have a colleague here, she was both designer and workroom, so she would go out and you know, sell the job and then she would make it up. And she had incredible creativity and she would do her own installs. So she was incredible. But what she would do is after she installed something and dressed it out, she would then take her client over to it and say, Look, isn’t this gorgeous? Look at this detail. Look what I added here just to make it look better for you. She would resell it to her client. So, what’s her client gonna tell all her friends and family when they come through? Look what she did for me, right? I think they do a lot too much handwork sewing on trim and stuff like that. but if you are doing it, William Hanke (47:24)Yeah. Yeah. Ann K. Johnson (47:32)then be sure to charge for it and let your client know this is what they’re getting for that, right? Don’t go telling other workrooms that this is the only way to do it, because that’s not true. William Hanke (47:37)Yeah. Yeah. Right. Yeah. I like that. thank you again so much for all the awesome tips and wisdom that you’ve given us. last question. If somebody listening takes just one action after this episode, what do you think it should be? Ann K. Johnson (47:57)And I’ll pull out your work, your paperwork, see the continuity and how you do each job, whether you do it with forms or you know, scribble, and start identifying the weak spots or the where where the bottlenecks and just take that little spot there and make a form, make a checklist or something. And also start looking at the go to the curtains and soft furnishings library and start looking at those circle time. They’re constantly creating new content as well as the old webinars that they have. And WCA has all those webinars. The workroom channel on YouTube has an incredible amount of information on real workrooms, workroom tours. they go into small little tiny rooms where people are or you know, have a workroom into these large commercial spaces and do a tour. They’re amazing. William Hanke (48:55)That’s great. ⁓ well, thank you again for everything that that you’ve added today. if somebody wants to learn more about you, where should they go? Ann K. Johnson (49:04)annkjohnson.com That’s my website. Yeah. I developed that when I was easing out of the workroom and easing more into the teaching part of it. So William Hanke (49:07)love that. Love that. They can go there. They can learn about your classes, about the different things, and obviously contact you as well. Perfect. That’s great. Well, thank you again for for being on today. I do appreciate it. Ann K. Johnson (49:22)Contact me too. Yes, definitely. I enjoyed it. Thank you for having me, Will. William Hanke (49:32)Yeah, no problem. So that was such a practical conversation with Ann and honestly a bit of a reality check for a lot of us. If you’re running a workroom and constantly feeling like you’re busy but not making progress, there’s probably something in your workflow that needs attention, not just more hours in the day. If you found this helpful, share it with somebody in the industry who’s in the trenches right now. And as always, follow marketing pains for more conversations like this. Where we break down what’s actually working in real window treatment businesses. TRANSCRIPT William Hanke (00:00)to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is someone who spent over three decades inside the workroom, not just working in it, but constantly refining how it runs. She built and operated her own workroom for more than 30 years before recently stepping away from production to focus fully on what she’s become known for in the industry, helping workrooms become more efficient. She’s taught at major industry conferences, developed training programs, and works directly with teams to improve workflow, reduce wasted motion, and ultimately make businesses more profitable and sustainable. If you ever felt like the workroom is busy all the time and you’re still struggling to keep up, this conversation is going to hit home. Welcome to the show, Ann Johnson. Ann K. Johnson (01:02)Thanks, Will. I’m glad to be here. William Hanke (01:04)Yeah, appreciate you coming on. So let’s jump in. Tell me a little bit about yourself and what’s keeping you busy right now. Ann K. Johnson (01:10)Okay, well, history what gives me license to teach other workrooms. I started in ninety-two. I worked and I’ll tell you what, there was I didn’t even know I was a workroom. Had no idea, didn’t have the right equipment or anything, kept thinking I was gonna get out of this business because I fell into it and didn’t choose it. in 2006 I had been going to a workroom networking group, and the owner of the place who always hosted us Asked me to come work for him as workroom manager. And I thought, hot dog, no more cutting and covering boards and work, you know, on Monday through Friday, nine to five. And after two years, I realized that I just wasn’t employee material anymore. You know, you work for yourself, it’s hard to go back. So what I learned in that two years, because he had five sewists and a whole staff behind that, so they were William Hanke (01:56)Yes. Ann K. Johnson (02:07)putting work through this custom workroom, unbelievable amounts of work. And he was all about efficiency. always, well, how he put it, tweaking, you know, processes. So when I walked away from that business, from him, still friends, I developed the class on efficiency because it just it brought it home. And then the more I teach it, The more it brings it home. it also keeps it in my brain so that when I was working, I was on top of all this, but I was always grabbing other people’s ideas. You know, this workroom did this. Well, that’s intriguing. Let me try it. ⁓ I like it. I’m going to include it, or doesn’t work for me, but I might still include it and say pros and cons, right? So William Hanke (02:53)Fair enough. Ann K. Johnson (02:53)Because the way I do it isn’t necessarily the way somebody else wants to do it, right? And so I’ve just built up the reputation as an efficiency expert in the workroom. when I give a class and the whole class gasps, ⁓ that’s my moment. yeah. And I’ve taught workrooms that have been in business long longer than I have, 35 plus years. William Hanke (03:10)awesome. Ann K. Johnson (03:19)And they always walk away and say, wish I’d known that sooner, right? So that’s where I’m coming from is efficiency, intentional efficiency, thinking about it every day and constantly looking at your processes and seeing what can I do to make it better. William Hanke (03:23)Right. Yeah, that’s awesome. We’re gonna dive into some of that today, by the way. so I’m excited to hear a little bit more. Now you spent decades actually doing the work before stepping into the teaching side. And I think a lot of our listeners are kind of in that phase, you know, where they’re listening. Ann K. Johnson (03:41)I know. Yes. William Hanke (03:54)When you look back at the early workroom days, what were you doing the hard work way that you see different now? Ann K. Johnson (04:02)everything every stinking thing I didn’t have the table the machines the tools right and because those first 15 years I kept thinking well maybe I won’t stick with this right I wouldn’t invest and it wasn’t until I was meeting other workrooms or going to George’s workroom meetings and seeing what he had then I William Hanke (04:03)Okay. Right. Ann K. Johnson (04:27)Picked up a couple of machines, but I still, again, back then, workrooms were not charging what they needed to charge, right? So I never had enough to go out and pay for, invest in. And I just kept thinking, ⁓ next year I might not be in this anymore. So why get into it? It wasn’t until I left Georgia’s. I’m like, okay, I’m stuck in this. I now need to make the investment. There were no Professional patterns when I started, right? Everything was singer-sewing for the home and the library. doing everything the hard way. And then my first client who got me into this was a designer who was extra creative. So there was no references. And so it was all doing it the hard way. And and a lot of times I will take my mistakes, my struggles, and turn those into lessons because I don’t want workrooms who are coming into the business to suffer the same thing, right? So yeah, I pretty much did everything wrong for the first 15 years. William Hanke (05:32)⁓ too funny. ⁓ you mentioned not having the right tools early on. ⁓ how much did that affect like the overall efficiency day to day? Ann K. Johnson (05:42)everything. And I had no idea, right? I was just struggling. Okay, so you know, the right tool is your table, a padded table. You can pin things into it, it’s at your the right height, it’s the width, it’s 60 inches wide for a width of fabric, and it can be as long as you can make it. And so I started out on a ping pong table and then it collapsed on me, so I took half of it and propped it up on a couple of folding tables and I was making full length wide panels on a half a ping pong table with no padding. So you can’t get any more inefficient than that. totally. Because I refused to take and invest the money, right? William Hanke (06:25)Yeah. Makes sense. Yeah. So before we get too far, how do you define efficiency in a workroom beyond just like moving faster? Ann K. Johnson (06:39)Right, right. So efficiency isn’t necessarily going as fast as you can. It’s better quality for sure. because you’ve got a happier client. You put out the same product every time, you know, you get the same details. your clients know what to expect. That’s what they get, right? That’s efficiency, having standards and that sort of thing, and also keeping your error rate low, right? There’s so many details and numbers that go through the workroom, and especially if you’re handing stuff off to employees or subcontractors, there’s even another level where things can go wrong. So setting up processes and all to keep those things moving, through the workroom. So what did I say? Quality, continuity, low error rate, that’s efficiency. William Hanke (07:27)Yeah. And that’s I mean the what’s the very well known book, the E-Myth right? That was that was all about McDonald’s, for example, always making the same burger the same way every time and the output’s always the same. So yeah. Ann K. Johnson (07:33)Yes. Yeah. Exactly. And they had processes for it. And as far as I’m a aware now, Amazon does the same thing. You know, they’ve got processes and they’ve got things set up so that the workers don’t have to go hunt the right box or bag or whatever. You know, it’s all folded into that. William Hanke (07:47)For sure. Yeah, yeah, that makes sense. So for somebody that’s listening who maybe feels like they’re constantly busy but behind, what’s usually the real issue here? Is it workload or workflow? Ann K. Johnson (08:05)Mm-hmm. Okay, I’m gonna go with workflow on that because workload is controllable, quote unquote, because you can say no, right? You can back your clients up. They might squawk, but then send them on their way. They’re not your client, right? ⁓ yeah, no. ⁓ you never hire somebody new when you’re under stress. William Hanke (08:27)Yeah. Or you can hire more people, right? I mean that’s it’s a solvable problem. Okay, fair enough. Ann K. Johnson (08:38)Ask me how I know. ⁓ it’s it’s just too hard. because bringing somebody in under stress, if you don’t have documentation and processes in place, you can’t teach them, right? And then you’re constantly overseeing them. And ⁓ there’s only one employee that I always recommend hiring, and ⁓ because a lot of employees work at their own most employees they work at their own speed and i’ve seen this in workrooms right people are like i don’t know how to make them work faster you either have a little buzzy bee who is just so fast and loves what they’re doing and wants to do more rare that’s very rare ⁓ you’ve got the good steady workers in between But more often than not, you’ve got the ones that are just gonna work at their own pace and they don’t care what the schedule is or anything. So that gets frustrating if you’re a very ⁓ high energy person, right? ⁓ did I get off the question there? So with work, yeah, with work load though, you can you can ⁓ like say no or back them off or whatever, but work flow is always there. William Hanke (09:41)No, you’re good. Ann K. Johnson (09:54)And if you have bottlenecks or whatever, then you’re always going to come up against those, and they’re always going to slow you down ⁓ at the bottlenecks, and those are what you need to. Andor an underreported or thought about is error rate. That’s really quite important because that’s a huge bottleneck. If you’re having trouble. Moving stuff through the workroom and you get a lot of errors either in the workroom you’re having to redo something or you go to the install and there’s something wrong and you have to bring it back and redo it. That’s all the worst thing, right? Right. So studying your error rate. William Hanke (10:32)Yeah. Yeah. Ann K. Johnson (10:37)will help you, you know, catalog them and analyze them and figure out where your weaknesses are. And that helps too. You can target them. William Hanke (10:46)Yeah, yeah. Very good. let’s get into the real day-to-day stuff. I think a lot of people don’t realize kind of where they’re losing time. so imagine you walk into a workroom for the first time. What are the first inefficiencies you usually notice? Ann K. Johnson (11:01)Okay, let’s talk about drapery panels because that’s the most common thing everybody does. And and I used to do it this way. they cut all their panels and then they split the ones they need to split, and then they spend time shuffling everything back together into panels, right? And William Hanke (11:03)Yeah. Ann K. Johnson (11:19)Then you can that’s number one, that’s a lot of extra work doing all that shuffling. And number two, now you’re setting yourself up for an error of two right panels or two left panels because you didn’t put them back together in the right order. ⁓ and then bringing it back to the table after you ⁓ shuffle everything, bringing it back to the table, and then going along and glue basting or taping or pinning to pattern match. Right, so that you can sew your seam. Whereas if you simply cut your whists in the right order, split them in the right order, and stack them, you go straight to the machine, and there’s a method to pattern match right at the machine without doing all that pre-work. Every time you take that treatment back to the table, you are handling it. Too much, right? So if we can eliminate some of those steps back, and that’s been somebody once said I just took 30% of the time off of their making panels with just with that. ⁓ workrooms also, I call them crutches, time wasters. somewhere along the line, something William Hanke (12:26)Yeah. Ann K. Johnson (12:38)Catastrophic happened, right? And it it caused all sorts of trouble. Now they worry. And one of them is length of panels, right? They went to hang them, they were too long, they were too short, they grew or whatever. And so now they hang up every panel that they fabricate. That’s a waste of time, you know. And this is where I have to go to them and say, no, you’ve been doing this long enough, you know which fabrics are good and which fabrics are bad. William Hanke (12:55)Okay. Yep. Ann K. Johnson (13:04)Right? So the fabrics that you know are good and stable and all make up your panel, trust your work and get it out. If you have a fabric that you’re not too sure of, go ahead and hang that one. Right. But we clutch sometimes these crutches because we’re afraid because of something that happened in the past. Mm-hmm. William Hanke (13:23)Right. Yeah. Definitely makes sense. Ann K. Johnson (13:26)and and you know, you could probably look at just about every type of treatment out there. In the last, I’m most familiar now with drapery panels, Roman shades, various versions, and box bleated valences, simple box bleeded valances, because that’s all anybody’s made in the last six, eight years, right? So if you go back to swags and kingston valances and the frufru stuff. Those aren’t gonna be as efficient because you don’t do them as often, right? And you don’t have that, but you can really get those core treatments down. Panels have often been thought of sometimes as a lost leader, and they shouldn’t be, right? William Hanke (14:06)Yeah. Yeah, those are some great tips. You’ve already affected a couple hundred workrooms, I think, just with this. Ann K. Johnson (14:12)We’ll see. William Hanke (14:15)So what are some common habits that feel normal to owners but are actually killing their productivity? Ann K. Johnson (14:20)hoarding fabric and you know they have leftover fabric they don’t know what to do with it or they’re always someday i’ll make pillows out of this right and it piles up around them and so keeping Extra leftovers in your workroom, in your actual work area, slows you down because you’re working around it. It’s also eliminating space for your tools and materials that you use on a daily basis and keeping them near you, right? And then another one of the biggest things is perfectionism. If you go to any group and you say who defines himself as a perfectionist, You know, ha more than half the hands go up, and it’s like, no, don’t do that. By definition, perfectionism is not attainable, right? And this is fabric, it’s not even like stone or wood, it’s fabric, it has a life of its own, and it’s gonna do what it damn well pleases. Sorry about that. And ⁓ so I’m trying now to get people to look more to to to get perfectionism. how do I move forward on this? I can’t make it perfect, or I can’t follow this standard or or whatever. And then they freeze up and they’re not happy with what they did. Whereas if you tell yourself, I’m striving for excellence, okay? It gives you it literally just that word takes a load off your shoulders. And you say, Okay. William Hanke (15:51)Yeah. Yeah. Ann K. Johnson (15:55)I’m doing the very best I can. I’m putting out an excellent product. People love my work. They keep coming back. Perfectionism isn’t gonna do you any good. You have to change your mindset. William Hanke (16:10)I like that. I’ve heard the phrase done is better than perfect. ⁓ you know, that’s yeah. Yeah. But I do like excellent is better than perfect, right? That’s that keeps that excellence in mind. I like that. That’s really good. So are there any specific workflow breakdowns you see over and over again across the different shops that you visit? Ann K. Johnson (16:13)yes, love that phrase, yes. Mm-hmm. Mm-hmm. Uh-huh. the shops that I go into, and lately I’ve been going into more that are multiple employees, and a couple last year were designers bought their workroom because the workroom owner was tired and wanted to quit, retire, but the designers didn’t want to lose them. William Hanke (16:49)Okay. Yeah. Ann K. Johnson (17:00)Assuming that the workroom has two or three employees that know how to do the work, right? And so, but the ⁓ designers would then call me because they were like, I can’t believe how slow these people are, right? And a lot of it was because the workroom owners had been in the business too long, were tired, and weren’t out there learning new. Right? They were just like caught up in their own. So I would say the most common thing is is doing it the way you always did it. Okay. And and sometimes that’s almost inevitable because you have it it’s like a spiral, right? You’ve you have this huge workload and you’re just killing yourself trying to get it done. And you know there’s gotta be a better way. You go to conferences, you come home, your head’s ringing, and you’ve got all these great ideas, but my gosh, you got those deadlines, so you jump right back in to doing it the way you always did, and so you never quite get and and you don’t give yourself permission to step back and take a week off or a couple days, and you get so overwhelmed you just don’t even know where to start. That’s where sometimes whenever I teach. William Hanke (18:21)Yeah. Ann K. Johnson (18:25)Here we go. I’m gonna assign your listeners homework. ⁓ whenever I teach a class, any class, and the four-day workroom hands-on class, they have to do this every night, is through the course of the class write down three things. I don’t care if it’s tips, it’s a technique, a process, a tool, that you’re going to immediately. William Hanke (18:28)Okay. Ann K. Johnson (18:51)⁓ use when you get back to your workroom. You’re gonna order it, you’re gonna practice it, and you’re going to make it happen in your workroom. If ⁓ this way they go home with a targeted list, right? And if they have more, then make two or three one one lady said, can I make a list for my husband? Because he worked with her. And I was like, yeah, go for it. But ⁓ this helps narrow your brain down. You’ve learned so much William Hanke (19:11)Yeah. Ann K. Johnson (19:19)You don’t know where to start. You’re you’re overwhelmed. You have to just jump right back into that gopher wheel again. And and and you don’t give yourself time to learn something new. William Hanke (19:31)Yeah. Yeah. There’s something to be said for speed to implementation, right? ⁓ just and and just like mentally having some sort of a win, you know, when you’re trying to improve something, if it’s just little, it it invigorates you to then do more. Ann K. Johnson (19:37)Yeah. Yeah. Yes. Yes, yes, yes, it does. you don’t have to write all your documentation in two days, right? You just you’re working on a job, just jot down the steps as you go along and take pictures. You just created documentation, right? numbers. I just did a class in Massachusetts on William Hanke (19:56)Right. Ann K. Johnson (20:09)numbers through the workroom. And at first I struggled, you know, I was like, I’m going to give them this whole package so they can just use my forms. And the more I worked at, the more I struggled because there are so many numbers that come in from different directions that go into every job. And everybody thinks differently, right? So all I could do was show them samples, talk about the steps, William Hanke (20:29)Right. Ann K. Johnson (20:34)Along the way and have them go back and step back and study. I mean, we’re all doing it. because I started before forms and everything, it was always that scribbled out. I’d take a piece of paper and I’d scribble out the specifications and I would had a Measure sheet that was just a drawn window and numbers that I you know, missed measuring half of them. and you know, then I’d calculate how much fabric on this piece of paper and I’d calculate my labor and the final cost. And usually, especially if I was on the road, forget something and keep telling myself, I need a checklist. William Hanke (20:59)Okay. Ann K. Johnson (21:13)Why am I not using a checklist? But I was always so charging ahead. Even as a teacher, this is a do as I say, not as I do thing, right? Because, but if you go back and you look at the way that you receive the quote, you calculate all the details for the quote, however, you’re doing it now on paper by hand, you could start, you could lay this out and realize you’re doing it the same way for every job. Now. Let’s just take this one part of it where we have the most errors and make it a checklist or make it a form we fill out. Well that worked. Let’s do another one, right? it is baby steps. William Hanke (21:57)Yeah. Yeah. That’s good. For somebody who maybe hasn’t taken your course or any course lately or been to a conference, if if they want to improve efficiency, what’s something they should evaluate first? Ann K. Johnson (22:12)Errors, error rate. Evaluate your error rate and how your numbers and your information flows through your workroom. Okay. that’s where you spot your weaknesses. And then from there, there are so many ⁓ opportunities out there. If they go to the curtains and soft furnishings library, they have ⁓ all the old webinars from the ⁓ The old custom furnishings academy. You know, they used to do webinars every month. And they have those archived in the library. You’d for I don’t know what the Pro Plus level costs, but I know it’s very reasonable for the information there. So you go and you start watching those webinars. So you’re going to get lessons. The Workroom channel has online classes, very reasonably priced. Go and take those, you know. If you’re part of WCAA, they have years of webinars, their lunch and learn webinars. They archive all of those, and I’m in a lot of them. And ⁓ the WCAA virtual group does their own monthly webinars and they archive those. So you can go, there is so much information out there. the workroom channel on YouTube, method shares, they’re short videos, but they give you short, they show you how to put a zipper in a pillow. They show you how to pattern match the machine, little things so that you learn it and incorporate it and then move forward to the next one, right? William Hanke (23:56)Love that. Yeah. And you mentioned earlier on getting the right tools and investments that counts as tools and investment for your business. Yeah. Yeah. Very good. what does a well-designed workflow actually look like in practice? Is there a way that you could verbalize that? Ann K. Johnson (24:01)Mm. Totally, totally. Mm-hmm. Maybe. so a well-designed workflow is work we could do workflow or workroom. well designed. let’s go with workroom. When you receive William Hanke (24:15)Okay. Okay. Ann K. Johnson (24:30)materials, supplies, hardware, that sort of thing, having one place for them to go into. And I had created and I used, I I did have a couple forms I used. And I had a receiving form so that I knew what, you know, I could fill that out for every job for everything coming in for a job. And then kept that binder next to where I received things, right? And I always insisted that all hardware came to me also so that I could unpack it. And make sure all the pieces parts fit together that I’ve got the right finish, that sort of thing. So there’s that’s a checklist, a quality checklist thing, ⁓ so that there’s not that error. And same with the fabrics and everything. And then I had a method to store. Once everything was checked in, there was a place for trims to go, right? They would be labeled as to the client and everything. And those trims would go on a special shelf. hardware, the long poles, would go back out on my studios in my house. So they went back out on tables on the gr in the garage because they were long. They took up too much room. But the box with all the brackets and finials stayed in the workroom on the shelf, off to one side, so I could pull them when I was actually doing fabrication to double-check returns and number of rings and everything. So You have a receiving space. That’s important. And at the receiving space are the scissors and the tags and the marking pens and everything you need. And then once you receive, it goes into very specific space, fabric under the table, trim on the shelf, brackets on the shelf, and poles out in the now. This all sounds well and good, but you can get overwhelmed in a hurry, right? and then at your table where you work and if you have multiple workers each one of these should have under my table was the fabric pending right waiting to be fabricated but also we tend to stand in one specific corner of our tables just whatever our setup is its habit right so right there is my rulers on a shelf under the lip of the table William Hanke (26:43)Yeah. Ann K. Johnson (26:50)All the tools and supplies I use on most jobs right there and smaller stuff a step behind me, right? On the shelves behind me. So having all your everything that you work with on a daily basis right there. And anything you don’t work on with on a daily basis set to one side makes a big difference. And then there was a place to put the finished treatments. After they were bagged and tagged, there’s a place for them. So that’s a that’s a good workflow. I could tell you about a a workroom in I want to say Boston, but or New Jersey, and it used to be a slaughterhouse, right? And they had several rooms downstairs where these people worked. And they had UPS stuff coming in over here and they had UPS stuff coming over here and you know when it was ti they just they had no plan. They didn’t have, you know, you you had to go around hunting for everything. And that’s ⁓ that’s not a good workflow. ⁓ other than that, like I said, ⁓ the ⁓ forms and the numbers catching. William Hanke (28:00)Yeah. Ann K. Johnson (28:10)And the that you carry from one step to the next is important also. William Hanke (28:15)Yeah. As I said it before, but I’m sure you’re affecting workrooms that are listening to this just with just with these great tips. So I appreciate that. that’s great. And and it’s funny how you know somebody could be listening that’s been doing this for 20 years, like you said, 15, 20 years. I never even thought of that. Why didn’t why don’t we do that? You know, and just making that one little change improves their profit. It improves their bottom line at the end of the day. Ann K. Johnson (28:29)Mm-hmm. Right, we don’t. It reduces their stress, you know. One of the things I do is I give them permission, you know, to not be perfect, to go ahead and do it this way, even though everything they ever read said you did it that way, it’s okay to do it this way. Because that is faster and it’s causes you less problems in the long run or whatever. And and you know, I’ve often been told that it’s like, you give me permission, right? William Hanke (28:56)Yeah. Ann K. Johnson (29:08)I kinda, yes, anytime I teach, I mean what I’m giving you now is like high level tips and techniques. When I teach, whether it be a one and a half hour class or four days of fire hose, I give a lot. And yes, I overwhelm, especially that four day class. By the third day, they’re all like, William Hanke (29:15)Right. Ann K. Johnson (29:35)You know, I’ll say, do you want make a sample of that? And they’re like, no, just keep teaching. And but I also give documentation and follow up, you know, with reference and stuff. The four-day class is a 160-page student manual. That was literally a brain dump when I first made it up. It is not publishable, it is ugly. You know, but they’re like, yeah, I reference that every week. So as long as, you know, I can give lots of tips and techniques and and processes and that sort of thing, but I need to follow up with documentation links to the what I referred to before, the method shares, or go watch this webinar that’ll, you know, flesh it out even more or something. So that’s important. William Hanke (30:20)Yeah. Yeah. Yeah. Very good. in the world of personality tests, I’ve been labeled as a quick start. And a quick start is somebody who sees the new object and they go after it, right? So I think it would be good for people that are like that, that hear about all these efficiencies and like, we got to go implement all these. How did how we need to talk about balance, right? How do they balance efficiency? Ann K. Johnson (30:45)Right. William Hanke (30:47)Keep quality and especially if their teams are already under some stress. Ann K. Johnson (30:54)Right, right. So if especially if you have a team, you have to take the stress off of them as much as you can. hourly workers are not paid to take the stress. That’s my thing. like I said, baby steps, getting started, how to balance the stress and the qual and the efficiency. you have to set boundaries, okay? A lot of workrooms don’t set boundaries. They’ll answer the phone or reply to emails at any time during the day. William Hanke (31:12)Yes, yes. Ann K. Johnson (31:25)Laura Nelson, we just came from her workroom on that workroom tour that I did with Chanel. And her workroom tour is going to come up on the YouTube channel somewhere soon. And ⁓ she has hours, 10 to 4. She doesn’t, you know, she she gets up, she starts working at eight and she might work past four or whatever, but 10 to 4 is when she responds to emails for her clients and that sort of thing. Not before. William Hanke (31:34)Okay. Ann K. Johnson (31:54)not after and i have found when there was couple of years and 2015 is my biggest learning year let’s put it that way that that created a whole webinar on what not to do because i was just inundated with work right and instead of making good decisions see when when you get under stress you stop making good decisions William Hanke (32:07)Okay. Ann K. Johnson (32:20)You’re like, I’m in a hurry. I don’t have time to do right now. we’ll just wing it. No, you don’t wing it. You know, that just that just my gosh. So I I did a whole webinar on that. So William Hanke (32:27)Yeah. Ann K. Johnson (32:33)You have to give yourself boundaries. You have to say, no, I’m not gonna work all night. I am not going to work on weekends. I am going to work, and everybody’s different. You know, if you have young children in your husband’s home on Saturdays, yeah, maybe you’ll work while the kids are at school and then on most of Saturday, right? Everybody works out their own, but you have to put those hours on your wall. You know, you have to post them. You have to put them in your contract with your client. Post them, right? And remind them over and over again because and and people start to res they will respect that, right? But if you don’t respect yourself, then they’ll just keep coming at you. And so that’s where you get your balance and your stress by taking care of yourself, by setting boundaries, setting hours, giving yourself time away. Maybe even Laura was. She will work three weeks a month and take the fourth week off, but that’s her week for playing ketchup, that’s her week on you know, book work or whatever, or experimenting with something new or whatever. So that’s her way of maintaining her sanity and growing because she gives herself that time off. But you have to discipline yourself for it, right? Because we all wanna like, ⁓ they want that, they’re moaning, you know, they it’s just like, I hated that question. And I could always see it coming through the phone. So no pressure, but you know when it might be done? It’s like in my last three or four years or so, you know, I was helping take care of my folks, you know, as as they neared end of life and stuff. William Hanke (33:51)I think that’s important. Yeah. Yeah. Ann K. Johnson (34:20)And so you never knew when you had to drop everything and go to the emergency ward or something like that, right? And I was very, very lucky to have a very strong support system here, but I was I was the key person, you know, who handled their. William Hanke (34:35)Yeah. Teams are under pressure. Ann K. Johnson (34:38)I started answering with the question, well, do you have a date? Do you know when it’ll be done? Or can you have it done by this date? My answer was always, sure, pending on foreseen circumstances. I just always William Hanke (34:53)Two, no? Ann K. Johnson (34:54)put that on there, pending on because you never know what life’s gonna hit you with. So you you have to if you always jump for your client. Then that’s what they’re gonna expect, right? You need a jump for yourself. So that’s handling stress and quality and efficiency. William Hanke (35:04)Yeah. Yeah. Yep. Yep. Yeah. You mentioned hitting that burnout at one point. And I think that’s something a lot of people in our industry, you know, quietly deal with. Ann K. Johnson (35:16)yeah. William Hanke (35:20)What led to that burnout for you? Was it volume, lack of systems, or something different? Ann K. Johnson (35:20)Mm-hmm. Yes, yes, yes. ⁓ and yes. So I took on a new designer the fall before that, in twenty fourteen. And she’s a nice lady, a little manipulative, right? But I could handle her, right? and so as we flowed into January, she had three houses that we were doing. And this is on top of my regular workload, but I wanted to impress her and you know, draw her in is so that could keep her. And so also at the time my kids are gone, my husband doesn’t need me to fuss over him for dinner or anything like that. So I’d say, well, I could work a little later every day. And she was constantly calling up and well, you know, can you have this two weeks from today? And I’d be like, ⁓ she’s and and ⁓ my client’s gonna be so upset. And so I would like, yeah, okay, two weeks. That’s plenty of time. And of course it wasn’t. But I’m, you know, was managing them and the and I was also because I was under so much stress, and the all three houses were on the east side, which is over an hour away, right? So just popping over there to check and measure or something was Would have taken some time. Now, if I had been smart, I would have taken a day and gone over there and double checked all the measures through the house. I had sent somebody else to do the measures, and there were a couple that were wrong. So a couple things started coming back. And I had a job that four long cuts of scalamandra fabric folded on my table between my machines. Where it was safe and out of the way until I could work on it. My oil can fell over and I didn’t know it. And I had a huge oval grease ring in the middle of those four. Panic, panic, panic. I figured out how to salvage two, but had to spend eight hundred dollars buying more. so there come the hits, you know, and the stress. Things start coming back, they’re making mistakes, and then Boom, like in September, I just ran right into a brick wall, metaphorically speaking, of course, and spent most of the rest of the year chasing errors, chasing problems. So when I went back and I looked at my net income from 2014 and my net income from 20 ⁓ 15, my gross was like 25% higher. My net was only about five grand more. William Hanke (38:04)Hmm. Wow. Ann K. Johnson (38:05)for all those hours and all that stress. It’s not worth it. You have to take care of yourself and not let other people tell you how to run your business or what your hours should be or when you should deliver. ⁓ that’s for you to choose. William Hanke (38:22)Yeah. Yeah. How often do you see burnout tied directly to the inefficient processes? Ann K. Johnson (38:29)⁓ yeah, you see it. You talk to people and and you see it. ⁓ and and some of it too is life, what’s going on in their lives doesn’t help, right? which is all the more reason you have to sell set boundaries with your clients, right? and get the help you need if you can’t. And this goes back to charging enough. To be able to bring in somebody to clean your house for you or mow your lawn, right? And the one worker that I tell every workroom to hire. I hired her, I hired a friend who needed money, right? she struggled to work in the real world because of AD, HD, or you know, whatever. She was just Flighty is all get out. You gave her a list at the beginning of the day, and then you didn’t pay attention to how she got it done because she’d be all over the place, but she’d get it done. She was proud of what she did. The years that I had her working for me, my productivity skyrocketed. Because an unskilled utility worker, that’s what they call them a utility worker, an unskilled utility worker. paid at hourly wage can do everything right up to the point where you pull the fabric out and start fabricating the skilled part. And then when you get to a certain point in the fabrication process, you can hand it back to them to finish it off. Right. So I think workrooms, I keep trying to tell workrooms that, and I don’t think they truly understand that. And that could be somebody, a mother who sends her kids off to school every day, right? And just comes in for three or four hours for three days a week or something. It’s unbelievable. And then maybe if they’ve got a little skill, you can eventually train them and bring them up to a skill level that would be valuable in the future. So William Hanke (40:22)Yeah. Yeah. Yeah, I love that. I I’m a huge systems guy. I love building systems and having them in place and then figuring out ways to ⁓ you know make them better, make them more efficient, as we’ve been talking about. ⁓ so so I love that the I love what you’re saying. So so now that you’ve stepped away from the workroom, your focus is on helping others improve theirs. ⁓ when you go into a workroom to train a team, what’s usually missing? Ann K. Johnson (40:34)Yeah. Mm-hmm. ⁓ I don’t know, that’s a blank. I mean, every workroom’s different, but it’s and it depends. So, like the class I’m teaching, those are workrooms coming to me. They are ones who are already learning. You know, they’ve got their finger on the educational ⁓ opportunities out there. The workrooms that I go into with hired help and new management. William Hanke (40:56)Okay. Ann K. Johnson (41:21)they are missing current. ⁓ they’re still doing it the same way it’s always been done and haven’t kept up with ⁓ processes that could be ⁓ help to streamline things. William Hanke (41:38)Yeah, yeah. How do you ⁓ how do you approach teaching efficiency without overwhelming them? You mentioned the fire hose earlier. Ann K. Johnson (41:46)yeah, I overwhelm them right from the start. ⁓ it’s it’s a given. ⁓ but we use the student handbook. That’s my, you know, st ⁓ stylus or whatever they call it. ⁓ you know, I just go through page by page to the handbook and then we stop periodically and I encourage them to just make small samples, practice this, you know. a lot of them You know, some will already know this and some will already know that. And ⁓ depending on how much they’ve had their finger on or been watching me, they might know a lot. But still I and and also is the discussions. You know, somebody all pipe up and say, Well, I’ve been doing it this way. And everybody so ⁓ so we do homework every night, those three things, right, that you learn today, and I’m always praying they find three. William Hanke (42:40)Yeah. Ann K. Johnson (42:41)They usually find 10, but we go around the table the next morning and it always fascinates me. There’s a certain few favorite, you know, tips or techniques that everybody does, but this one might write down something that that one said, right? So we learn from each other too. There’s I want to publish that student manual that’s in my that’s William Hanke (42:57)Mm-hmm. That yeah. Ann K. Johnson (43:06)my goal to do in the next year or two, but it won’t quit changing. Make that I just keep adding to it. So I don’t I gotta figure out how to cut it off. William Hanke (43:10)No Yeah. Yeah. Yeah. so far, fantastic tips. I really do appreciate it. I wanted to zoom out before we wrap up and talk about kind of the industry as a whole. what do you think the window treatment industry gets right when it comes to workrooms? Ann K. Johnson (43:33)I think we can thank Cheryl Strickland for bringing work rooms out of their basements. And getting and and opening up discussions on the ⁓ gosh, the for very first forum she was there. workrooms, they they work by themselves, you know, they don’t have often don’t have somebody to bounce ideas off of or whatever. So she brought the conversation out into the open. And got us to looking around and realized, I mean, for a long time there, you couldn’t get if if a woman was charging ten dollars a width to make a panel, now gosh, those a panel cost you a hundred to end up, depending on who the designer, you know, the workroom is and all. And and so they weren’t making any money. And so they were like hoarding their information because, no, you know, you might take my clients if I teach you this, right? And I think there was a lot of that for generations. And if you look back at books from the late 1800s, the techniques in those, if you can figure out what they’re talking about, are ⁓ were lost for William Hanke (44:43)Yeah. Ann K. Johnson (44:48)Just just basic techniques for controlling fabrics from flare and and how to cut to create a pattern or whatever. Those were lost because nobody would share it. Now they share everything. So Cheryl opened that up, you know, with her magazines, with her school, with her forums. and then Kitty Stein ran with it with her pricing book, right? And got people to start. Realizing that they’re worth more and they can charge more and they should. Michelle Williams took that even further with her classes. so doing it right, if you are a workroom who is tapping into education in the industry and paying attention. There’s so much information out there, so much being shared, and at such a reasonable price, right? So I would say they are getting that right. William Hanke (45:42)Yeah. Yeah, that’s awesome. That’s great. Couple rapid fire questions for you. what’s one tool or setup change you wish every workroom would adopt? Ann K. Johnson (45:57)I wish they’d all hire a utility worker. An unskilled utility worker. their productivity would go through the roof. And it gives them a potential line towards some you know, a skilled worker down the road. William Hanke (45:59)Okay. Yeah. I like that one. what’s the most overrated practice in a worker? Ann K. Johnson (46:15)perfectionism and unnecessary handwork. There’s a lot of workrooms I still see, you know, they they do little videos on there and that there they are sewing away. It’s like you could have done that with a machine, you know. and so, okay, so I don’t want to disparage somebody who puts that kind of personal touch, but you better be charging for it. William Hanke (46:28)Yeah. Ann K. Johnson (46:44)And you better be letting your client know this is what you’re doing for them. I have a colleague here, she was both designer and workroom, so she would go out and you know, sell the job and then she would make it up. And she had incredible creativity and she would do her own installs. So she was incredible. But what she would do is after she installed something and dressed it out, she would then take her client over to it and say, Look, isn’t this gorgeous? Look at this detail. Look what I added here just to make it look better for you. She would resell it to her client. So, what’s her client gonna tell all her friends and family when they come through? Look what she did for me, right? I think they do a lot too much handwork sewing on trim and stuff like that. but if you are doing it, William Hanke (47:24)Yeah. Yeah. Ann K. Johnson (47:32)then be sure to charge for it and let your client know this is what they’re getting for that, right? Don’t go telling other workrooms that this is the only way to do it, because that’s not true. William Hanke (47:37)Yeah. Yeah. Right. Yeah. I like that. thank you again so much for all the awesome tips and wisdom that you’ve given us. last question. If somebody listening takes just one action after this episode, what do you think it should be? Ann K. Johnson (47:57)And I’ll pull out your work, your paperwork, see the continuity and how you do each job, whether you do it with forms or you know, scribble, and start identifying the weak spots or the where where the bottlenecks and just take that little spot there and make a form, make a checklist or something. And also start looking at the go to the curtains and soft furnishings library and start looking at those circle time. They’re constantly creating new content as well as the old webinars that they have. And WCA has all those webinars. The workroom channel on YouTube has an incredible amount of information on real workrooms, workroom tours. they go into small little tiny rooms where people are or you know, have a workroom into these large commercial spaces and do a tour. They’re amazing. William Hanke (48:55)That’s great. ⁓ well, thank you again for everything that that you’ve added today. if somebody wants to learn more about you, where should they go? Ann K. Johnson (49:04)annkjohnson.com That’s my website. Yeah. I developed that when I was easing out of the workroom and easing more into the teaching part of it. So William Hanke (49:07)love that. Love that. They can go there. They can learn about your classes, about the different things, and obviously contact you as well. Perfect. That’s great. Well, thank you again for for being on today. I do appreciate it. Ann K. Johnson (49:22)Contact me too. Yes, definitely. I enjoyed it. Thank you for having me, Will. William Hanke (49:32)Yeah, no problem. So that was such a practical conversation with Ann and honestly a bit of a reality check for a lot of us. If you’re running a workroom and constantly feeling like you’re busy but not making progress, there’s probably something in your workflow that needs attention, not just more hours in the day. If you found this helpful, share it with somebody in the industry who’s in the trenches right now. And as always, follow marketing pains for more conversations like this. Where we break down what’s actually working in real window treatment businesses.

April 28, 2026Episode 5845 min

The Truth About Pricing, Growth, and Profit in Window Treatments with Anthony Ngucaj

Guest Profile: Anthony Ngucaj Anthony Ngucaj is the founder of Skugga Blinds, a custom window treatment company serving both residential and commercial clients. With a focus on clean, modern solutions, he has successfully completed projects ranging from private homes to large-scale commercial installation, including projects with up to 1,000 roller shades. Other Notes/Links: Follow Us On: Instagram pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://www.youtube.com/watch?v=6CEwmcFZEYs&feature=youtu.be Click here to display Transcript TRANSCRIPT William Hanke (00:00) Welcome to another episode of Marketing Panes, the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is the founder of Skugga a custom window treatment company serving both residential and commercial clients. He built his business from hands-on experience in construction and installation and has grown Skugga into a company focused on clean, modern solutions. He’s worked on everything from smaller residential projects to large scale commercial installs, including projects with up to a thousand roller shades. What makes his story especially interesting is the evolution. He’s gone from competing on price through platforms like Thumbtack to developing a more strategic approach around pricing, efficiency and scalability with clear goals on building a business that doesn’t rely on him being on site for every job. At the same time, he’s balancing that growth with family life. including being a dad and thinking intentionally about what kind of business he wants to build long-term. This conversation is about growth, mistakes, pricing reality, and what it takes to transition from installer to business owner. Welcome to the show, Anthony Ngucaj Anthony Ngucaj (01:26) hi, how are you? William Hanke (01:27) Fantastic, I’m really happy to have you here today. Let’s jump in and talk about the beginning, like the origin story. How did you get into window treatments from a background in construction? Anthony Ngucaj (01:40) I have necessity to be honest with you. Our shade guy, Steve, who’s my mentor now, whether he realized it or not, but he is. so we will finish our projects and my dad’s name is Bill and the interior designers say, okay, Bill, you did a great job. Now we need shades, we need to sleep. And so my dad be like, okay, let me call Steve. Steve will be… available and everything and, and, but I guess he grew. it came to a point where Steve wouldn’t just be like, okay, I’m coming. He’d be like, wait a minute. How many shades are and how many are motorized? You know, he will have a minimum. then once the, if everything went okay, he’ll come. So at a time came where he wasn’t available, nobody was available. And then, I spoke to him and I said, Hey, we’ve got a problem here. You know, you know, William Hanke (02:18) Yeah. Anthony Ngucaj (02:30) we’re completing 99%. We gotta take the extra 1%. I have some experience, I worked in hotels, you know, and they teach you everything, shades, AC, elevators, whatever. And I said, you know what, I’m gonna do it. And so that’s how I got into it, necessity. William Hanke (02:45) Nice. Yeah, that’s great. You mentioned working with your dad before you started your own thing. What made you want to branch out and kind of start your own business? Anthony Ngucaj (02:57) ⁓ well, I did have an honest conversation with my dad because I’ve been with him since I was 15 years old, know, immigrant family, know, home, what you call it, family business. And I started as a translator. Okay, dad, you know, the customer said this, this, this. Okay, miss, my dad is saying this, you know, it started like that. then William Hanke (03:08) Yeah. Yeah. Anthony Ngucaj (03:22) I passed, started managing multiple projects at the same time for everything, everything. And then before you know it, I graduated my college in 2014 or so. So I was maybe 22 or something like that. And then some more time passed. The problem with having a family business is you get comfortable fast, you know, because you get into this assumption that, okay, I’m going to take over. But as time passes by, it’s kind of like, okay, I need to do my own thing. Do I have a future here? I had a conversation with my dad about this. It was uncomfortable. And we got to a point and we said, listen, you know what? I got to do my own thing. I’m married now. And so, that’s how I got started. It was a little uncomfortable in the beginning for sure. Because as you know, I started from thumbtack and it was just these… Tiny projects, one shade here, 50 bucks there, you know. And, but over time it just, as you said, evolved. Yeah, that’s how I got started. You were about to mention the early grind. Then it was, it was tough because my first customer, I lost her because we had completed the project. did an entire renovation, entire house, beautiful house. And then I go up there and I’m like, Hey, how are you guys doing? I’m here to do your window treatments. They looked at me like I came from the moon. They’re like, Anthony, what are you doing here? Yeah. I’m like, what I’m. William Hanke (04:53) Thank Anthony Ngucaj (04:56) I mean, here, do your window treatments. They’re like, okay, I guess do your thing. I don’t know. You know, and they were telling me stuff I’ve never heard of cellular shades. All I knew was roller shades. That’s all I knew. They were telling me cellular shades, Hunter Douglas, Gerber, something like that. I’m like, wait, what, what is cellular shades? I thought, I swear to God, I thought cellular shades was with the phone. I said, it must be something you can control from your phone. You know, but, William Hanke (05:09) Okay. What the hell? Fair enough. Anthony Ngucaj (05:25) I lost her because to be honest, she could tell that I had no idea what I was talking about. So that was embarrassing. But then some more time passed and I met and I had my first customer and I don’t remember her name, but she was maybe in her sixties who had been in early seventies and she had a problem with her vertical blinds. Right. And still, I mean, I was just like figuring it out and And I had told her, listen, miss, you know, I’m all about customer service and I’m trying to save you money. And I’m going to do the minimum that I can, you know, so you don’t have to buy a new shade or something like that. Cause I’m not here to upsell. I’m here to take care of you and your needs, you know, as I went by the time I, by the time I went through, had gotten there three times. Very nice lady paid me every time. And then it got to a point where I called Steve and I said, Steve, man, listen, I’m trying to fix this vertical line and it’s giving me a freaking headache. And then Steve was like, we should have come in sooner. I will tell you, waste your time. Just tell her, buy a new track. It had head rail. And then that’s it because, the clips, the carriers, whatever that carried the vines, right. They were broken. And because these were old fashioned ones to replace them. It was it just it was impossible, you know And so by the time I told her this she said okay send me a quote and like I didn’t add anything on top I just told her listen this size cost this much. just sent her a link and everything And then she said look, you know what to be honest you we spent so much money at this point that We’re just gonna leave it as it is, know what? William Hanke (06:54) Right. Anthony Ngucaj (07:18) Thursday, I, to be honest with you, if I could have not charged her, it would make me feel so good. You know why? Because she reminded me of my grandma who had passed away maybe like two, three years before her. Very nice lady. but everything’s a learning experience over time, you you evolve and you got to adapt that business to be honest with you. ⁓ well, business like that. ⁓ I know, ⁓ since a very young kid I’ve been in the business world. And I’ve seen two different types of business professionals, business owners, right? There’s the first type where it’s they’re strict. It’s, this is what I do, know, have a nice day. I’ve been doing it for 30 years, have a nice day, right? And then there’s the other one, which I’m not gonna lie, it’s more of the modern generation, right? where they analyze trends and they see, okay, I spent X amount of time doing this activity. Maybe I should switch around and do something else instead within the same market, To be honest with you, the way that things are flowing, things are changing so fast, technology, AI, you have to. you will be left in the dust and they’re gonna be like, what? Skugga who? You know? You know? They’re gonna be like, what? Nah, must adapt. You have to go with the flow. And I don’t remember the scientist’s name, but he said, survivor of the fittest, Charles Darwin. Talk about evolution. He said survivor of the fittest. When he said that he didn’t mean the strongest or fastest, he meant who can fit into any given… William Hanke (08:44) Yeah. Yeah. Anthony Ngucaj (09:08) situation best. That’s what that means. It’s about adapting to any situation, to your customers, to the market. It’s a lot, you know, it’s been a man. It’s been a journey. William Hanke (09:21) Yeah. Yeah. Yeah. So speaking of the early grind and kind of getting those first customers, ⁓ tell me about the name Skugga. Where did that come from? Anthony Ngucaj (09:31) Gosh, that’s hilarious. First of all, that’s where when I first got the idea of opening a window treatment business, I told my wife and I said, you know what? ⁓ That’s it, I’m done. I got to do my own thing. And what I do know is Steve, he makes a lot of money, know, he’s not very rich, but he’s doing okay, you know? Maybe I should do that. I’m good with my hands and this and that. We had a little discussion and then she said, you know, don’t know what you’re gonna do you’re gonna sell shades Anthony you’re a nerd what are you gonna sell? said listen man I gotta make some money and you know what whatever and whatever whatever she said you know all right you know what if you’re gonna do this let’s do it properly set a name I said I have no idea what I’m gonna do to call it Anthony’s blinds you know there’s so many Anthony’s out there and and then it came to us just so random William Hanke (10:20) You Anthony Ngucaj (10:25) I said, yo, you’re taking a master’s degree in Sweden, kind of, right? And she said, yeah. I said, what’s shade or blind in Swedish? know, it’s so random, you know? And then we looked it up and she said, oh, it’s Skugga I said, oh, okay, you know what? That sounds kind of weird, but it sounds unique because what does Google it? What’s Google? It has no meaning to it. William Hanke (10:40) Yeah. Right. Anthony Ngucaj (10:52) Right? What about William Hanke (10:53) Yeah. Anthony Ngucaj (10:53) Yahoo? It’s Yahoo. It makes no sense. Right? It’s actually kind of funny. Right? So I said it doesn’t need to mean anything. Doesn’t have to sound cool. It just has to stick to somebody’s brain. And it’s short. And we say, hey, let’s do it. And Skugga means shades in Swedish. So if you see Skugga blinds or whatever, a Swedish person is going to be like, what? Did he really name his company Shades? That’s where that name came from. William Hanke (10:57) Yeah. That’s great. Yeah. That’s awesome. I love that. I love that. It’s original, which is great. Easy to remember. It’s fantastic. So I know that you’ve worked across thumbtack we mentioned, getting referrals, and even some large commercial jobs. How do you think about pricing differently depending on the type of customer? Anthony Ngucaj (11:43) Well at this moment I’m still in the growth stage and And so what from what I’ve noticed there’s almost two paths that you kind of have to take when it comes to growing You know what window treatments right you have for one path which is to Do it individually, right? You talk to them individually and you say, hey, what’s your budget? And read the personnel, you know, kind of get a feel and give them a range and, you know, and see if you can hit some kind of middle ground, right? Or there’s option two, but that’s when you’re larger, right? You can say, hey, this is our prices. We can give you a small discount for that. You know what I mean? Right now, I’m not at a point where I can just say, hey, this is our price, we charge whatever, Have a nice day. You know, I’m at a point where I’m still trying to make connections. so because that’s to be honest to you, to have any business sustainable, it don’t matter, podcast, supermarket, construction, it don’t matter. It’s about relationships. Right. Because, you know, you can only get so many customers, you know, I don’t know. passing out ads, right? But you gotta get like in our instance, right? In the window treatment, you gotta get a contractor. You gotta get deals with designers or maybe window companies. man, if you can hit a window company, because as soon as you install in your window, guess what? You need new shades, right? It must have, it’s about relationships. That’s what it’s about. So right now I’m in the phase where I’m trying to establish relationships. William Hanke (13:04) Right. Anthony Ngucaj (13:30) And then I can maybe get to a point where I can say, okay, this is our prices, you know? That’s where I’m at right now. William Hanke (13:38) Yeah, definitely makes sense. know that you mentioned thumbtacks, some of those types of things. How do you decide which jobs are worth taking and which ones are not? Anthony Ngucaj (13:49) You know what, I would say experience because when I first started, I would just take anything, pretty much anything. I would say out of whatever one shade, 60 bucks, that’s $60 and a half. Right. Well, now I have a lot going on, a lot. I’m a first time dad, right? Generally I’m running on what? Four hours of sleep. man, if I get six hours sleep, that’s almost like vacation, you know? And so, said to myself, okay, so let me get something right. First, I have my son’s unpredictable sleep schedule, right? Which sometimes he sleeps at 9 p.m., sometimes he sleeps at 2 a.m., right? And so there’s that. And then there’s this, trying to grow this business, right? And then there is… William Hanke (14:14) You Anthony Ngucaj (14:42) Now I’m training for a New York City Marathon. This year, I’m running it this year. And so I have been training for a while now. When I first started, was like one mile here, two miles there, which is like, whatever, 15 minutes, 30 minutes max, right? But now I’m at a point where I’m doing seven miles, eight miles. And so my work day will start eight, nine AM, something like that. And so if I’m doing six miles, that’s an hour, right? So if I gotta be somewhere eight, then that means that seven, I gotta be on my way anywhere. So that means that maybe 5.30 in the morning, I gotta be up, spend an hour, 6.30. Disgusting, I know, forgive me. No shower, no breakfast, nothing. Just change the shirt, you know, and maybe my face a little bit and then continue. And so… William Hanke (15:31) You Anthony Ngucaj (15:39) What I’m getting at is that I realized with all this going on, time is so valuable for me. I’m not like an important guy. not trying to make it, but it’s just, I got to make it count. I got to make it count. You know, ⁓ especially now that I started selling, I guess with our language, it’s, I’ve become a dealer. I realized that there’s significantly more money when you do provide. and install, right? Because you can easily go to one job and I’ve done a project, just one shape and made $300 profit, right? Because I provided the product and I installed, right? Because if I just did installation, how much I’m gonna charge? How much, how high can I go for one shape? You know what I mean? So I gotta justify, right? You gotta provide the product. And so… William Hanke (16:25) Right. you Anthony Ngucaj (16:38) I said to myself, okay, so I can spend a day, even one day, telling you, it can take five minutes, right? Or it can take two hours. You don’t know what’s going on. You don’t know, you know, until you get there. I have a customer tomorrow. Yesterday, he texted me, hey, how long is it going to take? I said, I don’t know. It’s going to take anywhere from one to three hours. I don’t know until I get started, right? And so now, What happens is that, okay, even once you can take me one to three hours, do I really want to spend one to three hours for $60? Right. And so maybe I don’t, maybe I use that time to stay home or go outside and just make phone calls or go on social media, reach out. Hey, does anybody has any extra work or just get on the phone and maybe optimize the business internally. Right? Maybe mess around with the profile or make some focus of designers and techs. Hey, I just want to say hi. Let me know if you need something. But even though it’s not physically working, all that takes time, you know? And so within one hour, it’s either make 60 bucks or make nothing that day. that one conversation could land you hundreds of dollars or in the thousand. William Hanke (17:35) Yeah. Sure. Yeah. Right. Anthony Ngucaj (18:04) You know, it be like, you know what? Yeah, it’s nice time to you. Why don’t we catch up? I actually have a project I want to bring you on board. You know, I don’t know, shades or whatever. And so, yeah, that day you didn’t work, but that day that you spent on the phone made you like a thousand dollars, $2,000 where you will be spending that time making 60 bucks. You understand? So time is very big, man. You’ve got to choose your time very carefully. Absolutely. William Hanke (18:21) Right. care. Yeah, for sure. Along those lines, any mistakes that you’ve made around pricing that you’re willing to share? Anthony Ngucaj (18:37) Hey Yeah. You guilty. fell into the trap of AI. I started using AI. ChatGPT is my best friend. I’m telling you. Because now… I have to do a quote for example, right? And if I’m mid install, I can’t do that quote. And so I have already contacted my suppliers and they give me price lists, right? And then before it was just like, I don’t know, 20 bucks per shade, just install, right? And then as I grew, I said, wait a minute, hold on. Sometimes I’ll do work for my suppliers, right? To, you know, if they have too much work, I’ll take it on. And then I would say, hey man, like, so how much you pay? You know, I don’t really care. He’s my, he or she is my supplier. I’m not going to nickel and dime them, right? Whatever they can pay. And so they’ll be like, Hey, we’ll pay you $30 per shade. And I’m like, wait, what? mean, thank you. But what? You pay me $30 per shade. So then in my brain, I’m like, wait a minute, I’m charging people 20 a shade, you know? William Hanke (19:44) You Anthony Ngucaj (19:50) So what advice can I give? Do your research. And you know what? Don’t be scared. Use ChatGPT. Use whatever you got on know Gemini or whatever AI you got. Do your research because you know what? Before you know it, you have done, I don’t know, you could do say, you just say, okay, you know what? $20 per shade. I do five shades, whatever. takes you an hour or so. You made, what’s that? A hundred bucks or whatever, right? Where the… Another individual who’s done a little bit of research, right, who had made two, 300 just because they priced it properly. And another thing, reach out, don’t be scared, don’t be ashamed of reaching out. Steve, going back to Steve, can’t stop talking about him. I call Steve and he says, Steve, I got this project. What do I do? And I said, how much would you charge? Steve doesn’t care because he’s been doing it 40 years. He’s not scared of me taking away his business, you know. So he tells me, okay, I don’t know what you have in mind. I told him, oh, $20 per shade. He’s like, please don’t tell these prices to nobody. You’re gonna kill us. Don’t tell nobody $20 per shade. You’re gonna kill us. You’re gonna kill the industry. And I said, what am I supposed to do? You know? And he’s like, no. William Hanke (20:50) Sure. Hahaha Anthony Ngucaj (21:12) You’ve got to be realistic. You’ve got to get on the target on the market. And I charge I don’t know whatever you charge like $30, $40. You know what I mean? And so reach out, man. For sure. Reach out. Don’t be ashamed. You know, don’t be like, you know, especially if you’re somebody that’s intelligent, intelligent people. have a downside because we think we know everything. So we don’t reach out. You know, we’re like, yeah, whatever. I can figure this out. William Hanke (21:20) Yeah. Anthony Ngucaj (21:41) But you know what? No, you don’t know everything. I’m sorry. That’s the most realistic thing. It don’t matter how many degrees you have, right? There’s always somebody out there that knows more than you. It don’t matter. There’ll be 40 years in the business or 10 years in the business or one year in the business, right? Just reach out, you know? It’s gonna be all right, you know? And in… William Hanke (21:46) Yeah. Yeah. I think smart business owners have coaches. All smart business owners have a coach, right? There’s some sort of coach in the background helping them make decisions, make smart decisions. And the smart ones are definitely seeking out those types of people. Anthony Ngucaj (22:08) Absolutely. William Hanke (22:18) Yeah, very cool. when did you start to feel like you finally figured out the pricing for your business? All right, Anthony, before the break, I asked you, when did you start to feel like you finally figured out the pricing for your business? Anthony Ngucaj (22:36) let me think about this very fast. Maybe you’re going to laugh this year, this year, January, right? Because of I started selling, I started selling products. My manufacturer told me in my supplier to me, you got to start selling, man. You want to make money, you got to start selling. Bob was another one of my mentors. William Hanke (22:45) It’s okay. Yeah, that’s okay. Anthony Ngucaj (23:01) I’m new with him, right? But he told me the same thing. He’s like, listen, you sound like you got with installs. You got some kind of network going on. If you want to upgrade, you got to start selling, you know? So obviously when you start selling, it changes the game because then you’re like, wait a minute. What do I do? Right. A customer asks, hey, send me a call for this. And you say, okay. ⁓ Sure. Not a problem. Step aside or whatever you do or the next day or whatever. And it comes down to crunch the numbers, right? You say, okay, wait a minute. ⁓ Okay. So how much do I charge for product? How much do I charge for install? Right. And, and then you have, I’m experimenting. There’s two ways to go about it. You can include the install into the price, like a bundle, right? And just be like, ⁓ product is 300 bucks installed, right? Or you can separate it, right? Which I’m kind of more of a, I’m leaning more toward this way. I’m not going to let you. You can say, okay, this is the cost of our product and this is the cost of our installation, right? I’m leaning more this way, right? Because this way, I just want them to buy my product, the Bansi. You don’t gotta use me for installation. Right? We’re all professionals here. Anybody listening, they know it’s the truth. If you sell, The installation fee is already included in the product. It’s already included. So when you can go even Home Depot, the large pick box stores, they will do an entire house for like a hundred bucks. You ask an installer to install, I don’t know, 25 sheets for a dollars. They’re going to be like, Have a nice day. You know what? You can do that. If your margins are large enough, you can do it. You can say, you know, sure, I’ll include installation to help you out. Right. But all that comes out in the very end of the day, you’ve got to get those numbers on point. Right. And that’s what it is. You’ve to do your research. And if I can say when? Now. William Hanke (24:55) Yeah. Anthony Ngucaj (25:22) this year, January, I’ve become more aggressive in selling. And that’s when I can say, okay, my numbers are almost on point for sure. William Hanke (25:30) that. You’ve also talked about wanting to grow the business beyond being physically present, And having requiring you to be part of it. What does that next version of your business look like to you? Anthony Ngucaj (25:41) I’m a people person. I love people and every day, even when I go to any one of my tools, doesn’t matter if it’s, if it’s, I don’t know, even like one vertical blind, anything doesn’t matter. The profit is almost non-existing to me. I will always treat each and every, customer the same way I want to go to sleep. without a in my mind that I have done the best that I can in this project. But I’m a business owner. This is my business. I know what I want. And only I can deliver what I want. The thing is now when I’m trying to get away from being a physical business, ⁓ I want to, at end of the day, make money. but I can only install one place at a time perfectly, right? I can’t split myself into two, But I can sell 10 shapes to 10 individual people. And even if I make only a hundred bucks per transaction, that’s already made a thousand OPS. understand what I mean? So just for me, it’s better. I decided that, you know what? William Hanke (26:38) you Anthony Ngucaj (27:01) That’s the way to go is to, you know, selling. So, but that’s where I started joining Facebook groups. And I want to go national to be honest with because I can say, hey, I want to sell somebody in, I don’t know, don’t know, California, whatever, right? Why not? And just reach out to anybody over there in groups or anybody in the network, say, hey, I’m bidding on the project in this area. Is anybody interested? William Hanke (27:15) Okay. Anthony Ngucaj (27:31) Right? And if I see that the mark, this is why I’m more of a family separating product with installation costs. Right? If I see that the budget is kind of tight, right? And I like the installer because they do good work. You never want to undercut your installers like ever. Right? If I see that there’s no room for me, right, to add on top for installation, I’ll say, you know what? I’ll go to install. You know what? Just give me your price. And it is what it is. I’m making my money from the product. You make your money from the installation. You know what I mean? And that’s, I think that’s the goal to be honest with you. Yeah. William Hanke (28:09) Yeah. Now I know that you’ve tried to bring in installers before, and it didn’t go over as well as you wanted to. Tell me a little bit about that. Anthony Ngucaj (28:18) Yeah, for sure. you know, here’s the thing, because one more time it does go to being a business owner. You know the results and the quality that you want, right? And you will be and provide the best that you can because you have a lot to lose. Okay. That’s a lot to lose. ⁓ But as an employee, doesn’t matter if that employee is the best of the best. What they got to lose. You know what I mean? They got nothing to lose. And so ⁓ I used to pay people per day because, know, from construction background, right? I used to pay per day and I would say, hey, man, listen, I paid you this much money. That’s it. And I will have discussions, the goals and say, hey, listen, we’ve got to meet a quota. 30 shades per day, 40 shades per day. I don’t care whatever time it takes you, two hours, takes you 10 hours. don’t matter. Just meet the quota and you can go home. It’s not a problem for me. I’m not like a super greeted guy, right? And so time had passed, time passed. And this guy was like very smart, very smart, very efficient. But when I was there, you know, because I do the installs myself, right? I hire when I need to, right? And so when I’m gone, because I had trained him, spent so much time together, I said, listen, I can’t be here. But I brought you a helper, right? You guys can work together. You know the building already. We’ve done 600 plus shades of that same thing. You’re basically a robot. You don’t need to think, you just do it, right? And you know what we’ve got to do. You know the quarter, you know everything, right? And that’s fine. But I have had days where the quarter might be 30 shades per day and he’d be like, I came late, I’m sorry. And I had to leave. So I only did 15 shades, you know? And I’m just like, man, like this guy’s good, but when I’m there, no? So even Steve, he says, you pay them wrong. You cannot pay per day because they have nothing to lose. One shade, 10 shades, he still make the same amount of money. You gotta pay them on performance, you know? So that’s what I’m gonna do going forward. William Hanke (30:21) Yeah. Anthony Ngucaj (30:42) downscaled, right? Because I’m trying to optimize everything. And now I will upscale again. But I’ve noticed that follow installers, I’m not gonna tell them, hey, you know, I pay you 200 bucks a day. No, no, no. I tell them, listen, this is how many shades, right? You give me a price, right? They have a lot to lose. know, if they don’t do a good job, they lose me. One more time, I’m a nobody, but I’m just saying, right? In the network, right? And they look, say, for example, a customer, if that was only their customer, you know? And so it’s different. So that’s why I’m saying it’s a little tough to bring people on board and expect them to give you the same quality that you expect because it’s not their business. It’s just how it is. It’s a fact. It’s sad, but it’s the truth. These are the facts. Yeah. William Hanke (31:41) Yeah. Yeah. And if you’re, if you’re wanting to move towards a national approach, you know, you kind of have to have those expectations in there from what your costs are going to be, as well as the expectation of what they’re going to output at the end of the day. So, especially when you can’t physically be there because it’s on the other side of the country or something like that. What challenges do you think that you’re going to run into beyond that? Anthony Ngucaj (31:53) Yeah. William Hanke (32:07) as you try to scale beyond just the local and towards the national side. Anthony Ngucaj (32:12) and trust. Trust is big. Trust is big, you know, because my dad was living business for so many years and every other person every now and then say, how do you know they’re not going to take your customer? You know what I mean? How do you know they’re not going to undercut you and just take your customer away? Yeah, that’s a risk. It’s the truth. It is a risk. But you know what’s the risk of business, you know? And the thing is that, so say I were to, I don’t know, I don’t know, undercut Steve, for example, right? Say I went to meet one of Steve’s clients and just be like, hey, you know, I know he’s charging you this much, but would you give me the job, right? I’ll give you a lower price, right? Sure, maybe I’ve gotten that job, but I’ve lost Steve. Invaluable experience, crazy connections. He brings me on to large scale projects when he needs help. You know what I mean? So yeah, maybe I made a little extra money here from this person, but I’ve lost thousands of dollars, you know, and hours of mistakes, you know? So yeah, that’s a real thing, There’s a lot of risk. William Hanke (33:33) I wanted to ask you while we’re on this subject around your mindset. So how has your mindset changed when it comes to control versus delegation? Anthony Ngucaj (33:43) if I am, I believe that let me try to answer in a belief, in a way that I think you’re saying it. first of all, control. You can only control so much. I’m not going to allow you. You can only control so much. can tell somebody, Hey, I want you to do this, this, this, this. And they’re going to say yes. Right. But we thought you being there. Right. What you’re going to do? You’re not present. You’re not there. You can only do so much. Right? So you’re going to have to take that responsibility upon yourself and say, Hey, if this person messes up, hopefully I have one or $2 extra in my bank account to maybe refund them the whole service. You know, because reputation is massive in any business. You can, it’s okay to lose money. You’re going to lose money. But you can always make it for men when your reputation goes down. Very hard to get that back. Very hard. William Hanke (34:41) Yeah, yeah, definitely makes sense. And it’s something that every business owner struggles with, I’m sure. a fun questions for you. What’s one tool or habit that’s made your life easier since you started your business? Anthony Ngucaj (34:52) hehe it one more time. can’t say enough. not going to let you. AI chat GPT. I’ve been driving. I remember driving back from a customer’s house to my house. And I believe or not, I lot of jobs in Jersey, which is hour to two hour drive back home. And within that hour remaining time that I had to get back to my house, there was times where I have like three customers contact me at the same time. You know, send me a right? And I say, okay, so now what I’m going to do if I’m driving, right? It’s impossible, right? But I said, within that one hour, a lot of things can happen. So why would I lose that opportunity? I’ve already uploaded price lists into my AI. And then I just copy and paste or screenshot, whatever, because sometimes the customers give us dimensions, right? And I would say, hey, these are the measurements. They’re looking for this. Give me a quote based on this person’s price list. You know? And then so that’s it. Copy and paste, copy and paste, copy and paste. know? Three quotes within 30 minutes. That’s it. Done. You know? AI, you got to get it. It has to happen. William Hanke (36:06) You Yeah, that’s great. I think most people are probably at least starting to dabble in that world now. And it can definitely really make things a lot easier if you’re careful, right? What’s something that you think most window treatment pros over complicate? Anthony Ngucaj (36:27) know what, ⁓ I don’t know, but my gut is measurements. You’re gonna laugh, but it’s the truth, Measurements. When you go and you take measurements, you’ve got to have confidence in yourself, right? Because there’s 10 million reasons, you know, that can go wrong. And you can say, if you get distracted, right, or you’re driving back home and you already got your measurements and everything and then you say, ⁓ what happened if, man, did I forget this? Or maybe I took the measurement from the wrong, maybe if I had moved and maybe one eighth, what about that little crack up there, you know? And it starts messing with your mind, you know? And then you’re like, wait, maybe I should go back and take those measurements again, right? But you’re gonna go crazy, no. William Hanke (37:14) You Anthony Ngucaj (37:23) You take your measurements, you double check and that’s it. Move on to the next window or whatever. And the next and next and next, because there’s 10 million things to be honest. They can go wrong and so many factors, you know, but whatever it is, that’s it. It is what it is. Have confidence in yourself for sure. William Hanke (37:42) Yeah, yeah, that’s great. That’s great. Yeah. What’s one thing that people would be surprised to learn about you? Anthony Ngucaj (37:51) About me, I don’t know, actually, but for whatever reason, a lot of people are surprised. My wife is Peruvian. They expect another Albanian girl, you know, and I’ll tell people, yeah, my wife is Peruvian. They’re like, what? And they’re like, you speak Spanish? I’m like, I don’t really have a choice. When I go to her family Christmas, all I hear is my name in Spanish. And I’m just like, what are they talking about? William Hanke (38:03) Hahaha Anthony Ngucaj (38:19) so i gotta know you know yeah yeah it’s a silly thing but yeah William Hanke (38:25) love that. That’s great. That’s great. You’re dumped into it whether you like it or not at that point. Anthony, where can people learn more about Skugga Blinds if they want to connect with you? Anthony Ngucaj (38:38) You know what, you could just go check out our Instagram and over there you see pictures of photos and I think I have some videos up there, right? And you could just message us and just say, hey, reaching out, we’re interested or maybe collaborate and we’re here, whatever, know? Reach us over there and it’s not a problem. We will help you to the best of our ability for sure. William Hanke (38:48) Okay. Yeah. I love that. We’ll make sure to link that in our show notes as well, just so everybody can connect with you easily. ⁓ For someone that is listening and maybe they’re stuck in that installer mindset, what’s a piece of advice that you’d give them to help them start thinking bigger? Anthony Ngucaj (39:19) I’ll tell them my supplier told me and what Bob told me. You gotta start selling. You gotta start. I’m so serious. It has changed my life and I’m still new. But I see a pattern. I’m telling you, It’s very hard to scale with an installation only, right? Because that would mean you would need an installation team. and installers to find good installers, it’s not easy. It’s not easy, telling you, because in one hand, what are you doing? I’m coming from a construction background, right? What are you doing? You’re putting brackets from one side. Like it looks like a joke, right? Brackets, right? In the construction industry, if you can’t put up brackets, maybe you should stay home, to be honest with you, right? But it’s more complex. William Hanke (40:14) You Anthony Ngucaj (40:18) I’m telling you, I’ve brought in team members from my construction side and they’re just like, wait, what? This is not as easy as I thought it was going to be, you know? And so it’s tough, you know, you’ve got to find somebody that’s, you’ve to be patient, you’ve got to be technical, but you’ve got to be, you know what? Not just that. You’ve got to learn efficiency, The instruction manuals, I’m not going lie to they’re not always very, very helpful, right? William Hanke (40:18) Yeah. Anthony Ngucaj (40:45) you’ve got to be able to notice patterns as an installer, you know? And I’ve learned that from the large scale installations, right? In the thousands, right? Because to be honest with you, look, you won’t feel it if you save a minute here and there in 20 shades, right? But when you’re doing the hundreds of shades, I’m telling you, for example, 1,000 shades, right? If you can save one minute, just one minute per… installation per shade installation, you have saved 1000 minutes in total. And that’s a lot of time. That’s a lot of time and therefore a lot of money extra to go in your pocket. But you gotta stop, man. It’s tough to scale just installations only. It’s very tough. Very tough. Yeah. William Hanke (41:35) Yeah, yeah. Well, Anthony, thank you so much for sharing your wisdom and insight today. I appreciate it. It’s been ⁓ a pleasure speaking with you. Anthony Ngucaj (41:43) Thank you. Thank you so much for having me on. It’s really, it was a pleasure and if anything an honor. I appreciate it so much. William Hanke (41:44) Yeah. Yeah. Anthony Ngucaj (41:52) Thank you. William Hanke (41:52) Well, that’s a wrap for today’s episode of Marketing Panes. Anthony shared a real look into what it takes to grow a window treatment business from pricing and competition to scaling systems and thinking beyond the job site. If you’re in the industry and thinking about your next step, whether that’s improving your pricing, building systems, or just getting more control over your time, this one should give you something to think about. If you found this helpful, share it with someone in the industry who’s in the trenches right now. And as always, follow Marketing Panes for more conversations like this where we break down what’s actually working in real window treatment businesses. TRANSCRIPT William Hanke (00:00) Welcome to another episode of Marketing Panes, the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is the founder of Skugga a custom window treatment company serving both residential and commercial clients. He built his business from hands-on experience in construction and installation and has grown Skugga into a company focused on clean, modern solutions. He’s worked on everything from smaller residential projects to large scale commercial installs, including projects with up to a thousand roller shades. What makes his story especially interesting is the evolution. He’s gone from competing on price through platforms like Thumbtack to developing a more strategic approach around pricing, efficiency and scalability with clear goals on building a business that doesn’t rely on him being on site for every job. At the same time, he’s balancing that growth with family life. including being a dad and thinking intentionally about what kind of business he wants to build long-term. This conversation is about growth, mistakes, pricing reality, and what it takes to transition from installer to business owner. Welcome to the show, Anthony Ngucaj Anthony Ngucaj (01:26) hi, how are you? William Hanke (01:27) Fantastic, I’m really happy to have you here today. Let’s jump in and talk about the beginning, like the origin story. How did you get into window treatments from a background in construction? Anthony Ngucaj (01:40) I have necessity to be honest with you. Our shade guy, Steve, who’s my mentor now, whether he realized it or not, but he is. so we will finish our projects and my dad’s name is Bill and the interior designers say, okay, Bill, you did a great job. Now we need shades, we need to sleep. And so my dad be like, okay, let me call Steve. Steve will be… available and everything and, and, but I guess he grew. it came to a point where Steve wouldn’t just be like, okay, I’m coming. He’d be like, wait a minute. How many shades are and how many are motorized? You know, he will have a minimum. then once the, if everything went okay, he’ll come. So at a time came where he wasn’t available, nobody was available. And then, I spoke to him and I said, Hey, we’ve got a problem here. You know, you know, William Hanke (02:18) Yeah. Anthony Ngucaj (02:30) we’re completing 99%. We gotta take the extra 1%. I have some experience, I worked in hotels, you know, and they teach you everything, shades, AC, elevators, whatever. And I said, you know what, I’m gonna do it. And so that’s how I got into it, necessity. William Hanke (02:45) Nice. Yeah, that’s great. You mentioned working with your dad before you started your own thing. What made you want to branch out and kind of start your own business? Anthony Ngucaj (02:57) ⁓ well, I did have an honest conversation with my dad because I’ve been with him since I was 15 years old, know, immigrant family, know, home, what you call it, family business. And I started as a translator. Okay, dad, you know, the customer said this, this, this. Okay, miss, my dad is saying this, you know, it started like that. then William Hanke (03:08) Yeah. Yeah. Anthony Ngucaj (03:22) I passed, started managing multiple projects at the same time for everything, everything. And then before you know it, I graduated my college in 2014 or so. So I was maybe 22 or something like that. And then some more time passed. The problem with having a family business is you get comfortable fast, you know, because you get into this assumption that, okay, I’m going to take over. But as time passes by, it’s kind of like, okay, I need to do my own thing. Do I have a future here? I had a conversation with my dad about this. It was uncomfortable. And we got to a point and we said, listen, you know what? I got to do my own thing. I’m married now. And so, that’s how I got started. It was a little uncomfortable in the beginning for sure. Because as you know, I started from thumbtack and it was just these… Tiny projects, one shade here, 50 bucks there, you know. And, but over time it just, as you said, evolved. Yeah, that’s how I got started. You were about to mention the early grind. Then it was, it was tough because my first customer, I lost her because we had completed the project. did an entire renovation, entire house, beautiful house. And then I go up there and I’m like, Hey, how are you guys doing? I’m here to do your window treatments. They looked at me like I came from the moon. They’re like, Anthony, what are you doing here? Yeah. I’m like, what I’m. William Hanke (04:53) Thank Anthony Ngucaj (04:56) I mean, here, do your window treatments. They’re like, okay, I guess do your thing. I don’t know. You know, and they were telling me stuff I’ve never heard of cellular shades. All I knew was roller shades. That’s all I knew. They were telling me cellular shades, Hunter Douglas, Gerber, something like that. I’m like, wait, what, what is cellular shades? I thought, I swear to God, I thought cellular shades was with the phone. I said, it must be something you can control from your phone. You know, but, William Hanke (05:09) Okay. What the hell? Fair enough. Anthony Ngucaj (05:25) I lost her because to be honest, she could tell that I had no idea what I was talking about. So that was embarrassing. But then some more time passed and I met and I had my first customer and I don’t remember her name, but she was maybe in her sixties who had been in early seventies and she had a problem with her vertical blinds. Right. And still, I mean, I was just like figuring it out and And I had told her, listen, miss, you know, I’m all about customer service and I’m trying to save you money. And I’m going to do the minimum that I can, you know, so you don’t have to buy a new shade or something like that. Cause I’m not here to upsell. I’m here to take care of you and your needs, you know, as I went by the time I, by the time I went through, had gotten there three times. Very nice lady paid me every time. And then it got to a point where I called Steve and I said, Steve, man, listen, I’m trying to fix this vertical line and it’s giving me a freaking headache. And then Steve was like, we should have come in sooner. I will tell you, waste your time. Just tell her, buy a new track. It had head rail. And then that’s it because, the clips, the carriers, whatever that carried the vines, right. They were broken. And because these were old fashioned ones to replace them. It was it just it was impossible, you know And so by the time I told her this she said okay send me a quote and like I didn’t add anything on top I just told her listen this size cost this much. just sent her a link and everything And then she said look, you know what to be honest you we spent so much money at this point that We’re just gonna leave it as it is, know what? William Hanke (06:54) Right. Anthony Ngucaj (07:18) Thursday, I, to be honest with you, if I could have not charged her, it would make me feel so good. You know why? Because she reminded me of my grandma who had passed away maybe like two, three years before her. Very nice lady. but everything’s a learning experience over time, you you evolve and you got to adapt that business to be honest with you. ⁓ well, business like that. ⁓ I know, ⁓ since a very young kid I’ve been in the business world. And I’ve seen two different types of business professionals, business owners, right? There’s the first type where it’s they’re strict. It’s, this is what I do, know, have a nice day. I’ve been doing it for 30 years, have a nice day, right? And then there’s the other one, which I’m not gonna lie, it’s more of the modern generation, right? where they analyze trends and they see, okay, I spent X amount of time doing this activity. Maybe I should switch around and do something else instead within the same market, To be honest with you, the way that things are flowing, things are changing so fast, technology, AI, you have to. you will be left in the dust and they’re gonna be like, what? Skugga who? You know? You know? They’re gonna be like, what? Nah, must adapt. You have to go with the flow. And I don’t remember the scientist’s name, but he said, survivor of the fittest, Charles Darwin. Talk about evolution. He said survivor of the fittest. When he said that he didn’t mean the strongest or fastest, he meant who can fit into any given… William Hanke (08:44) Yeah. Yeah. Anthony Ngucaj (09:08) situation best. That’s what that means. It’s about adapting to any situation, to your customers, to the market. It’s a lot, you know, it’s been a man. It’s been a journey. William Hanke (09:21) Yeah. Yeah. Yeah. So speaking of the early grind and kind of getting those first customers, ⁓ tell me about the name Skugga. Where did that come from? Anthony Ngucaj (09:31) Gosh, that’s hilarious. First of all, that’s where when I first got the idea of opening a window treatment business, I told my wife and I said, you know what? ⁓ That’s it, I’m done. I got to do my own thing. And what I do know is Steve, he makes a lot of money, know, he’s not very rich, but he’s doing okay, you know? Maybe I should do that. I’m good with my hands and this and that. We had a little discussion and then she said, you know, don’t know what you’re gonna do you’re gonna sell shades Anthony you’re a nerd what are you gonna sell? said listen man I gotta make some money and you know what whatever and whatever whatever she said you know all right you know what if you’re gonna do this let’s do it properly set a name I said I have no idea what I’m gonna do to call it Anthony’s blinds you know there’s so many Anthony’s out there and and then it came to us just so random William Hanke (10:20) You Anthony Ngucaj (10:25) I said, yo, you’re taking a master’s degree in Sweden, kind of, right? And she said, yeah. I said, what’s shade or blind in Swedish? know, it’s so random, you know? And then we looked it up and she said, oh, it’s Skugga I said, oh, okay, you know what? That sounds kind of weird, but it sounds unique because what does Google it? What’s Google? It has no meaning to it. William Hanke (10:40) Yeah. Right. Anthony Ngucaj (10:52) Right? What about William Hanke (10:53) Yeah. Anthony Ngucaj (10:53) Yahoo? It’s Yahoo. It makes no sense. Right? It’s actually kind of funny. Right? So I said it doesn’t need to mean anything. Doesn’t have to sound cool. It just has to stick to somebody’s brain. And it’s short. And we say, hey, let’s do it. And Skugga means shades in Swedish. So if you see Skugga blinds or whatever, a Swedish person is going to be like, what? Did he really name his company Shades? That’s where that name came from. William Hanke (10:57) Yeah. That’s great. Yeah. That’s awesome. I love that. I love that. It’s original, which is great. Easy to remember. It’s fantastic. So I know that you’ve worked across thumbtack we mentioned, getting referrals, and even some large commercial jobs. How do you think about pricing differently depending on the type of customer? Anthony Ngucaj (11:43) Well at this moment I’m still in the growth stage and And so what from what I’ve noticed there’s almost two paths that you kind of have to take when it comes to growing You know what window treatments right you have for one path which is to Do it individually, right? You talk to them individually and you say, hey, what’s your budget? And read the personnel, you know, kind of get a feel and give them a range and, you know, and see if you can hit some kind of middle ground, right? Or there’s option two, but that’s when you’re larger, right? You can say, hey, this is our prices. We can give you a small discount for that. You know what I mean? Right now, I’m not at a point where I can just say, hey, this is our price, we charge whatever, Have a nice day. You know, I’m at a point where I’m still trying to make connections. so because that’s to be honest to you, to have any business sustainable, it don’t matter, podcast, supermarket, construction, it don’t matter. It’s about relationships. Right. Because, you know, you can only get so many customers, you know, I don’t know. passing out ads, right? But you gotta get like in our instance, right? In the window treatment, you gotta get a contractor. You gotta get deals with designers or maybe window companies. man, if you can hit a window company, because as soon as you install in your window, guess what? You need new shades, right? It must have, it’s about relationships. That’s what it’s about. So right now I’m in the phase where I’m trying to establish relationships. William Hanke (13:04) Right. Anthony Ngucaj (13:30) And then I can maybe get to a point where I can say, okay, this is our prices, you know? That’s where I’m at right now. William Hanke (13:38) Yeah, definitely makes sense. know that you mentioned thumbtacks, some of those types of things. How do you decide which jobs are worth taking and which ones are not? Anthony Ngucaj (13:49) You know what, I would say experience because when I first started, I would just take anything, pretty much anything. I would say out of whatever one shade, 60 bucks, that’s $60 and a half. Right. Well, now I have a lot going on, a lot. I’m a first time dad, right? Generally I’m running on what? Four hours of sleep. man, if I get six hours sleep, that’s almost like vacation, you know? And so, said to myself, okay, so let me get something right. First, I have my son’s unpredictable sleep schedule, right? Which sometimes he sleeps at 9 p.m., sometimes he sleeps at 2 a.m., right? And so there’s that. And then there’s this, trying to grow this business, right? And then there is… William Hanke (14:14) You Anthony Ngucaj (14:42) Now I’m training for a New York City Marathon. This year, I’m running it this year. And so I have been training for a while now. When I first started, was like one mile here, two miles there, which is like, whatever, 15 minutes, 30 minutes max, right? But now I’m at a point where I’m doing seven miles, eight miles. And so my work day will start eight, nine AM, something like that. And so if I’m doing six miles, that’s an hour, right? So if I gotta be somewhere eight, then that means that seven, I gotta be on my way anywhere. So that means that maybe 5.30 in the morning, I gotta be up, spend an hour, 6.30. Disgusting, I know, forgive me. No shower, no breakfast, nothing. Just change the shirt, you know, and maybe my face a little bit and then continue. And so… William Hanke (15:31) You Anthony Ngucaj (15:39) What I’m getting at is that I realized with all this going on, time is so valuable for me. I’m not like an important guy. not trying to make it, but it’s just, I got to make it count. I got to make it count. You know, ⁓ especially now that I started selling, I guess with our language, it’s, I’ve become a dealer. I realized that there’s significantly more money when you do provide. and install, right? Because you can easily go to one job and I’ve done a project, just one shape and made $300 profit, right? Because I provided the product and I installed, right? Because if I just did installation, how much I’m gonna charge? How much, how high can I go for one shape? You know what I mean? So I gotta justify, right? You gotta provide the product. And so… William Hanke (16:25) Right. you Anthony Ngucaj (16:38) I said to myself, okay, so I can spend a day, even one day, telling you, it can take five minutes, right? Or it can take two hours. You don’t know what’s going on. You don’t know, you know, until you get there. I have a customer tomorrow. Yesterday, he texted me, hey, how long is it going to take? I said, I don’t know. It’s going to take anywhere from one to three hours. I don’t know until I get started, right? And so now, What happens is that, okay, even once you can take me one to three hours, do I really want to spend one to three hours for $60? Right. And so maybe I don’t, maybe I use that time to stay home or go outside and just make phone calls or go on social media, reach out. Hey, does anybody has any extra work or just get on the phone and maybe optimize the business internally. Right? Maybe mess around with the profile or make some focus of designers and techs. Hey, I just want to say hi. Let me know if you need something. But even though it’s not physically working, all that takes time, you know? And so within one hour, it’s either make 60 bucks or make nothing that day. that one conversation could land you hundreds of dollars or in the thousand. William Hanke (17:35) Yeah. Sure. Yeah. Right. Anthony Ngucaj (18:04) You know, it be like, you know what? Yeah, it’s nice time to you. Why don’t we catch up? I actually have a project I want to bring you on board. You know, I don’t know, shades or whatever. And so, yeah, that day you didn’t work, but that day that you spent on the phone made you like a thousand dollars, $2,000 where you will be spending that time making 60 bucks. You understand? So time is very big, man. You’ve got to choose your time very carefully. Absolutely. William Hanke (18:21) Right. care. Yeah, for sure. Along those lines, any mistakes that you’ve made around pricing that you’re willing to share? Anthony Ngucaj (18:37) Hey Yeah. You guilty. fell into the trap of AI. I started using AI. ChatGPT is my best friend. I’m telling you. Because now… I have to do a quote for example, right? And if I’m mid install, I can’t do that quote. And so I have already contacted my suppliers and they give me price lists, right? And then before it was just like, I don’t know, 20 bucks per shade, just install, right? And then as I grew, I said, wait a minute, hold on. Sometimes I’ll do work for my suppliers, right? To, you know, if they have too much work, I’ll take it on. And then I would say, hey man, like, so how much you pay? You know, I don’t really care. He’s my, he or she is my supplier. I’m not going to nickel and dime them, right? Whatever they can pay. And so they’ll be like, Hey, we’ll pay you $30 per shade. And I’m like, wait, what? mean, thank you. But what? You pay me $30 per shade. So then in my brain, I’m like, wait a minute, I’m charging people 20 a shade, you know? William Hanke (19:44) You Anthony Ngucaj (19:50) So what advice can I give? Do your research. And you know what? Don’t be scared. Use ChatGPT. Use whatever you got on know Gemini or whatever AI you got. Do your research because you know what? Before you know it, you have done, I don’t know, you could do say, you just say, okay, you know what? $20 per shade. I do five shades, whatever. takes you an hour or so. You made, what’s that? A hundred bucks or whatever, right? Where the… Another individual who’s done a little bit of research, right, who had made two, 300 just because they priced it properly. And another thing, reach out, don’t be scared, don’t be ashamed of reaching out. Steve, going back to Steve, can’t stop talking about him. I call Steve and he says, Steve, I got this project. What do I do? And I said, how much would you charge? Steve doesn’t care because he’s been doing it 40 years. He’s not scared of me taking away his business, you know. So he tells me, okay, I don’t know what you have in mind. I told him, oh, $20 per shade. He’s like, please don’t tell these prices to nobody. You’re gonna kill us. Don’t tell nobody $20 per shade. You’re gonna kill us. You’re gonna kill the industry. And I said, what am I supposed to do? You know? And he’s like, no. William Hanke (20:50) Sure. Hahaha Anthony Ngucaj (21:12) You’ve got to be realistic. You’ve got to get on the target on the market. And I charge I don’t know whatever you charge like $30, $40. You know what I mean? And so reach out, man. For sure. Reach out. Don’t be ashamed. You know, don’t be like, you know, especially if you’re somebody that’s intelligent, intelligent people. have a downside because we think we know everything. So we don’t reach out. You know, we’re like, yeah, whatever. I can figure this out. William Hanke (21:20) Yeah. Anthony Ngucaj (21:41) But you know what? No, you don’t know everything. I’m sorry. That’s the most realistic thing. It don’t matter how many degrees you have, right? There’s always somebody out there that knows more than you. It don’t matter. There’ll be 40 years in the business or 10 years in the business or one year in the business, right? Just reach out, you know? It’s gonna be all right, you know? And in… William Hanke (21:46) Yeah. Yeah. I think smart business owners have coaches. All smart business owners have a coach, right? There’s some sort of coach in the background helping them make decisions, make smart decisions. And the smart ones are definitely seeking out those types of people. Anthony Ngucaj (22:08) Absolutely. William Hanke (22:18) Yeah, very cool. when did you start to feel like you finally figured out the pricing for your business? All right, Anthony, before the break, I asked you, when did you start to feel like you finally figured out the pricing for your business? Anthony Ngucaj (22:36) let me think about this very fast. Maybe you’re going to laugh this year, this year, January, right? Because of I started selling, I started selling products. My manufacturer told me in my supplier to me, you got to start selling, man. You want to make money, you got to start selling. Bob was another one of my mentors. William Hanke (22:45) It’s okay. Yeah, that’s okay. Anthony Ngucaj (23:01) I’m new with him, right? But he told me the same thing. He’s like, listen, you sound like you got with installs. You got some kind of network going on. If you want to upgrade, you got to start selling, you know? So obviously when you start selling, it changes the game because then you’re like, wait a minute. What do I do? Right. A customer asks, hey, send me a call for this. And you say, okay. ⁓ Sure. Not a problem. Step aside or whatever you do or the next day or whatever. And it comes down to crunch the numbers, right? You say, okay, wait a minute. ⁓ Okay. So how much do I charge for product? How much do I charge for install? Right. And, and then you have, I’m experimenting. There’s two ways to go about it. You can include the install into the price, like a bundle, right? And just be like, ⁓ product is 300 bucks installed, right? Or you can separate it, right? Which I’m kind of more of a, I’m leaning more toward this way. I’m not going to let you. You can say, okay, this is the cost of our product and this is the cost of our installation, right? I’m leaning more this way, right? Because this way, I just want them to buy my product, the Bansi. You don’t gotta use me for installation. Right? We’re all professionals here. Anybody listening, they know it’s the truth. If you sell, The installation fee is already included in the product. It’s already included. So when you can go even Home Depot, the large pick box stores, they will do an entire house for like a hundred bucks. You ask an installer to install, I don’t know, 25 sheets for a dollars. They’re going to be like, Have a nice day. You know what? You can do that. If your margins are large enough, you can do it. You can say, you know, sure, I’ll include installation to help you out. Right. But all that comes out in the very end of the day, you’ve got to get those numbers on point. Right. And that’s what it is. You’ve to do your research. And if I can say when? Now. William Hanke (24:55) Yeah. Anthony Ngucaj (25:22) this year, January, I’ve become more aggressive in selling. And that’s when I can say, okay, my numbers are almost on point for sure. William Hanke (25:30) that. You’ve also talked about wanting to grow the business beyond being physically present, And having requiring you to be part of it. What does that next version of your business look like to you? Anthony Ngucaj (25:41) I’m a people person. I love people and every day, even when I go to any one of my tools, doesn’t matter if it’s, if it’s, I don’t know, even like one vertical blind, anything doesn’t matter. The profit is almost non-existing to me. I will always treat each and every, customer the same way I want to go to sleep. without a in my mind that I have done the best that I can in this project. But I’m a business owner. This is my business. I know what I want. And only I can deliver what I want. The thing is now when I’m trying to get away from being a physical business, ⁓ I want to, at end of the day, make money. but I can only install one place at a time perfectly, right? I can’t split myself into two, But I can sell 10 shapes to 10 individual people. And even if I make only a hundred bucks per transaction, that’s already made a thousand OPS. understand what I mean? So just for me, it’s better. I decided that, you know what? William Hanke (26:38) you Anthony Ngucaj (27:01) That’s the way to go is to, you know, selling. So, but that’s where I started joining Facebook groups. And I want to go national to be honest with because I can say, hey, I want to sell somebody in, I don’t know, don’t know, California, whatever, right? Why not? And just reach out to anybody over there in groups or anybody in the network, say, hey, I’m bidding on the project in this area. Is anybody interested? William Hanke (27:15) Okay. Anthony Ngucaj (27:31) Right? And if I see that the mark, this is why I’m more of a family separating product with installation costs. Right? If I see that the budget is kind of tight, right? And I like the installer because they do good work. You never want to undercut your installers like ever. Right? If I see that there’s no room for me, right, to add on top for installation, I’ll say, you know what? I’ll go to install. You know what? Just give me your price. And it is what it is. I’m making my money from the product. You make your money from the installation. You know what I mean? And that’s, I think that’s the goal to be honest with you. Yeah. William Hanke (28:09) Yeah. Now I know that you’ve tried to bring in installers before, and it didn’t go over as well as you wanted to. Tell me a little bit about that. Anthony Ngucaj (28:18) Yeah, for sure. you know, here’s the thing, because one more time it does go to being a business owner. You know the results and the quality that you want, right? And you will be and provide the best that you can because you have a lot to lose. Okay. That’s a lot to lose. ⁓ But as an employee, doesn’t matter if that employee is the best of the best. What they got to lose. You know what I mean? They got nothing to lose. And so ⁓ I used to pay people per day because, know, from construction background, right? I used to pay per day and I would say, hey, man, listen, I paid you this much money. That’s it. And I will have discussions, the goals and say, hey, listen, we’ve got to meet a quota. 30 shades per day, 40 shades per day. I don’t care whatever time it takes you, two hours, takes you 10 hours. don’t matter. Just meet the quota and you can go home. It’s not a problem for me. I’m not like a super greeted guy, right? And so time had passed, time passed. And this guy was like very smart, very smart, very efficient. But when I was there, you know, because I do the installs myself, right? I hire when I need to, right? And so when I’m gone, because I had trained him, spent so much time together, I said, listen, I can’t be here. But I brought you a helper, right? You guys can work together. You know the building already. We’ve done 600 plus shades of that same thing. You’re basically a robot. You don’t need to think, you just do it, right? And you know what we’ve got to do. You know the quarter, you know everything, right? And that’s fine. But I have had days where the quarter might be 30 shades per day and he’d be like, I came late, I’m sorry. And I had to leave. So I only did 15 shades, you know? And I’m just like, man, like this guy’s good, but when I’m there, no? So even Steve, he says, you pay them wrong. You cannot pay per day because they have nothing to lose. One shade, 10 shades, he still make the same amount of money. You gotta pay them on performance, you know? So that’s what I’m gonna do going forward. William Hanke (30:21) Yeah. Anthony Ngucaj (30:42) downscaled, right? Because I’m trying to optimize everything. And now I will upscale again. But I’ve noticed that follow installers, I’m not gonna tell them, hey, you know, I pay you 200 bucks a day. No, no, no. I tell them, listen, this is how many shades, right? You give me a price, right? They have a lot to lose. know, if they don’t do a good job, they lose me. One more time, I’m a nobody, but I’m just saying, right? In the network, right? And they look, say, for example, a customer, if that was only their customer, you know? And so it’s different. So that’s why I’m saying it’s a little tough to bring people on board and expect them to give you the same quality that you expect because it’s not their business. It’s just how it is. It’s a fact. It’s sad, but it’s the truth. These are the facts. Yeah. William Hanke (31:41) Yeah. Yeah. And if you’re, if you’re wanting to move towards a national approach, you know, you kind of have to have those expectations in there from what your costs are going to be, as well as the expectation of what they’re going to output at the end of the day. So, especially when you can’t physically be there because it’s on the other side of the country or something like that. What challenges do you think that you’re going to run into beyond that? Anthony Ngucaj (31:53) Yeah. William Hanke (32:07) as you try to scale beyond just the local and towards the national side. Anthony Ngucaj (32:12) and trust. Trust is big. Trust is big, you know, because my dad was living business for so many years and every other person every now and then say, how do you know they’re not going to take your customer? You know what I mean? How do you know they’re not going to undercut you and just take your customer away? Yeah, that’s a risk. It’s the truth. It is a risk. But you know what’s the risk of business, you know? And the thing is that, so say I were to, I don’t know, I don’t know, undercut Steve, for example, right? Say I went to meet one of Steve’s clients and just be like, hey, you know, I know he’s charging you this much, but would you give me the job, right? I’ll give you a lower price, right? Sure, maybe I’ve gotten that job, but I’ve lost Steve. Invaluable experience, crazy connections. He brings me on to large scale projects when he needs help. You know what I mean? So yeah, maybe I made a little extra money here from this person, but I’ve lost thousands of dollars, you know, and hours of mistakes, you know? So yeah, that’s a real thing, There’s a lot of risk. William Hanke (33:33) I wanted to ask you while we’re on this subject around your mindset. So how has your mindset changed when it comes to control versus delegation? Anthony Ngucaj (33:43) if I am, I believe that let me try to answer in a belief, in a way that I think you’re saying it. first of all, control. You can only control so much. I’m not going to allow you. You can only control so much. can tell somebody, Hey, I want you to do this, this, this, this. And they’re going to say yes. Right. But we thought you being there. Right. What you’re going to do? You’re not present. You’re not there. You can only do so much. Right? So you’re going to have to take that responsibility upon yourself and say, Hey, if this person messes up, hopefully I have one or $2 extra in my bank account to maybe refund them the whole service. You know, because reputation is massive in any business. You can, it’s okay to lose money. You’re going to lose money. But you can always make it for men when your reputation goes down. Very hard to get that back. Very hard. William Hanke (34:41) Yeah, yeah, definitely makes sense. And it’s something that every business owner struggles with, I’m sure. a fun questions for you. What’s one tool or habit that’s made your life easier since you started your business? Anthony Ngucaj (34:52) hehe it one more time. can’t say enough. not going to let you. AI chat GPT. I’ve been driving. I remember driving back from a customer’s house to my house. And I believe or not, I lot of jobs in Jersey, which is hour to two hour drive back home. And within that hour remaining time that I had to get back to my house, there was times where I have like three customers contact me at the same time. You know, send me a right? And I say, okay, so now what I’m going to do if I’m driving, right? It’s impossible, right? But I said, within that one hour, a lot of things can happen. So why would I lose that opportunity? I’ve already uploaded price lists into my AI. And then I just copy and paste or screenshot, whatever, because sometimes the customers give us dimensions, right? And I would say, hey, these are the measurements. They’re looking for this. Give me a quote based on this person’s price list. You know? And then so that’s it. Copy and paste, copy and paste, copy and paste. know? Three quotes within 30 minutes. That’s it. Done. You know? AI, you got to get it. It has to happen. William Hanke (36:06) You Yeah, that’s great. I think most people are probably at least starting to dabble in that world now. And it can definitely really make things a lot easier if you’re careful, right? What’s something that you think most window treatment pros over complicate? Anthony Ngucaj (36:27) know what, ⁓ I don’t know, but my gut is measurements. You’re gonna laugh, but it’s the truth, Measurements. When you go and you take measurements, you’ve got to have confidence in yourself, right? Because there’s 10 million reasons, you know, that can go wrong. And you can say, if you get distracted, right, or you’re driving back home and you already got your measurements and everything and then you say, ⁓ what happened if, man, did I forget this? Or maybe I took the measurement from the wrong, maybe if I had moved and maybe one eighth, what about that little crack up there, you know? And it starts messing with your mind, you know? And then you’re like, wait, maybe I should go back and take those measurements again, right? But you’re gonna go crazy, no. William Hanke (37:14) You Anthony Ngucaj (37:23) You take your measurements, you double check and that’s it. Move on to the next window or whatever. And the next and next and next, because there’s 10 million things to be honest. They can go wrong and so many factors, you know, but whatever it is, that’s it. It is what it is. Have confidence in yourself for sure. William Hanke (37:42) Yeah, yeah, that’s great. That’s great. Yeah. What’s one thing that people would be surprised to learn about you? Anthony Ngucaj (37:51) About me, I don’t know, actually, but for whatever reason, a lot of people are surprised. My wife is Peruvian. They expect another Albanian girl, you know, and I’ll tell people, yeah, my wife is Peruvian. They’re like, what? And they’re like, you speak Spanish? I’m like, I don’t really have a choice. When I go to her family Christmas, all I hear is my name in Spanish. And I’m just like, what are they talking about? William Hanke (38:03) Hahaha Anthony Ngucaj (38:19) so i gotta know you know yeah yeah it’s a silly thing but yeah William Hanke (38:25) love that. That’s great. That’s great. You’re dumped into it whether you like it or not at that point. Anthony, where can people learn more about Skugga Blinds if they want to connect with you? Anthony Ngucaj (38:38) You know what, you could just go check out our Instagram and over there you see pictures of photos and I think I have some videos up there, right? And you could just message us and just say, hey, reaching out, we’re interested or maybe collaborate and we’re here, whatever, know? Reach us over there and it’s not a problem. We will help you to the best of our ability for sure. William Hanke (38:48) Okay. Yeah. I love that. We’ll make sure to link that in our show notes as well, just so everybody can connect with you easily. ⁓ For someone that is listening and maybe they’re stuck in that installer mindset, what’s a piece of advice that you’d give them to help them start thinking bigger? Anthony Ngucaj (39:19) I’ll tell them my supplier told me and what Bob told me. You gotta start selling. You gotta start. I’m so serious. It has changed my life and I’m still new. But I see a pattern. I’m telling you, It’s very hard to scale with an installation only, right? Because that would mean you would need an installation team. and installers to find good installers, it’s not easy. It’s not easy, telling you, because in one hand, what are you doing? I’m coming from a construction background, right? What are you doing? You’re putting brackets from one side. Like it looks like a joke, right? Brackets, right? In the construction industry, if you can’t put up brackets, maybe you should stay home, to be honest with you, right? But it’s more complex. William Hanke (40:14) You Anthony Ngucaj (40:18) I’m telling you, I’ve brought in team members from my construction side and they’re just like, wait, what? This is not as easy as I thought it was going to be, you know? And so it’s tough, you know, you’ve got to find somebody that’s, you’ve to be patient, you’ve got to be technical, but you’ve got to be, you know what? Not just that. You’ve got to learn efficiency, The instruction manuals, I’m not going lie to they’re not always very, very helpful, right? William Hanke (40:18) Yeah. Anthony Ngucaj (40:45) you’ve got to be able to notice patterns as an installer, you know? And I’ve learned that from the large scale installations, right? In the thousands, right? Because to be honest with you, look, you won’t feel it if you save a minute here and there in 20 shades, right? But when you’re doing the hundreds of shades, I’m telling you, for example, 1,000 shades, right? If you can save one minute, just one minute per… installation per shade installation, you have saved 1000 minutes in total. And that’s a lot of time. That’s a lot of time and therefore a lot of money extra to go in your pocket. But you gotta stop, man. It’s tough to scale just installations only. It’s very tough. Very tough. Yeah. William Hanke (41:35) Yeah, yeah. Well, Anthony, thank you so much for sharing your wisdom and insight today. I appreciate it. It’s been ⁓ a pleasure speaking with you. Anthony Ngucaj (41:43) Thank you. Thank you so much for having me on. It’s really, it was a pleasure and if anything an honor. I appreciate it so much. William Hanke (41:44) Yeah. Yeah. Anthony Ngucaj (41:52) Thank you. William Hanke (41:52) Well, that’s a wrap for today’s episode of Marketing Panes. Anthony shared a real look into what it takes to grow a window treatment business from pricing and competition to scaling systems and thinking beyond the job site. If you’re in the industry and thinking about your next step, whether that’s improving your pricing, building systems, or just getting more control over your time, this one should give you something to think about. If you found this helpful, share it with someone in the industry who’s in the trenches right now. And as always, follow Marketing Panes for more conversations like this where we break down what’s actually working in real window treatment businesses.

April 1, 2026Episode 5746 min

Industry Pulse (Q1 2026): From Slow Season to Smart Growth: Real Talk from the Field

Adam Culbreath Adam Culbreath, co-owner of Made in the Shade St. Louis, was raised in Wildwood, Missouri, and graduated from Eureka High School. He developed a passion for soccer early on, which he continues to enjoy today. Adam pursued a degree in finance at Murray State University, where he also strengthened his bond with his brother through shared experiences, including fraternity life. He has a strong sense of adventure, highlighted by studying abroad in Alicante, Spain and traveling to over 20 countries. After college, Adam returned to St. Louis to start a business with his brother, combining his entrepreneurial drive with a deep connection to his hometown. Dustin Yocum Dustin Yocum is the owner of World Class Window Coverings, serving Contra Costa County, CA. With over 20 years of industry experience, from manufacturing to retail, Dustin leads a team dedicated to building personal relationships, listening to clients’ needs, and delivering “World Class” Red-Carpet service. His hands-on approach ensures homeowners and businesses get creative, high-quality window solutions every time. Other Notes/Links: pssst…. want to be a guest on the show? Adam CulbreathMade in the Shade St. Louis: Visit Website Dustin YocumWorld Class Window Coverings: Visit Website Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry.Spotify: https://bit.ly/4j20C49ApplePodcast: https://bit.ly/4c2VN8s Video https://www.youtube.com/watch?v=WK7WWPPIyA4 Click here to display Transcript TRANSCRIPT William Hanke (00:00)All right, welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working, what’s changing and how they’re growing their business. I’m Will Hanke and today’s episode is our quarterly check-in where we zoom out a bit and look at what’s actually working in the industry right now. Today I’ve got two guests. First of all, Adam Culbreath Adam is the co-owner of Made in the Shade St. Louis, a Wildwood, Missouri native and a finance graduate from Murray State University. With a background shaped by travel to over 20 countries and studying abroad in Spain, Adam brings a global perspective to his work. Today, he runs the business alongside his brother, combining his entrepreneurial drive with the strong roots in his hometown. Dustin Yocum is the owner of World Class Window Coverings, serving Contra Costa County, California. With over 20 years of industry experience from manufacturing to retail, Dustin leads a team dedicated to bringing personal relationships, listening to clients’ needs, and delivering world-class red carpet service. His hands-on approach ensures homeowners and businesses get creative, high-quality window solutions every single time. Guys, welcome to the show. Adam Culbreath (01:21)Thanks for having us. William Hanke (01:22)Yeah, appreciate you guys being here. let’s start with something simple. How has Q1 felt for you guys so far? Adam, you want to start? Dustin Yocum (01:22)Yes, thank you. Pleasure. Adam Culbreath (01:31)Sure, it’s been kind of odd. It was a little bit different than last year, but kind of a more seasonal, know, kind of went back to the general season that I think window treatments have where January, February is generally a little bit slower. And then it picks up once the warm weather hits with, you know, the early spring stuff. So, you we had a pretty slow January, February, but we’ve since made a lot of that up just with the business from this month and last month. So, which is… William Hanke (01:47)Yeah. Adam Culbreath (01:57)Pretty similar to how we started when I first started the business, know, the first several, couple of years before COVID and all the craziness of the, you know, all that brought, but I would say this one was pretty standard. William Hanke (02:08)Pretty standard. And you’re in the Midwest, so we have four seasons in the Midwest. How about you, Dustin? I know California has one season, Summer. Adam Culbreath (02:13)Yeah, all the seasons. Dustin Yocum (02:17)Pretty much the weather was pretty consistent. Although we’ve had a lot of rain You know, which is great for us, but a little unusual. But yeah, similar like quarter one’s always a little slower And you know Right now we’re picking up so as it’s getting warmer people are wanting more exterior products We’re getting getting those calls coming in. So actually this month is we’re doing very well William Hanke (02:24)Yeah. Okay, that’s great. I’ve also heard it’s been really warm in California, unseasonably warm, so that probably drives a lot more of the exterior stuff. Dustin Yocum (02:46)Yeah, for March it’s been it’s been insane. yeah, it’s it’s the warmer weather brings brings people out wanting them to spend some money. So it’s been it’s been a good thing. William Hanke (02:55)Yeah. How does your Q1 this year compare to your last year? Dustin Yocum (02:59)Well, it’s very different for us just because we merged with a new company. we got, I can’t even compare any numbers to any season we’ve ever had. this is all brand new us since we’ve merged with Winduology. William Hanke (03:06)Yeah. Fair enough, that’s great. Congrats on that growth, by the way, that’s awesome. What has been taking up most of your attention lately in the business? Dustin Yocum (03:13)Thank you, Most of my attention, honestly, is just trying to generate leads and then put a system in place so that way we could nurture those leads and then handle those leads as they come in. So I think it’s mainly just working with the team and figuring out what we need to do so we can be consistent from start to finish for everybody. And we finally now have that team in place where we can do that. William Hanke (03:37)Nice, that feels good. You got the hiring out of the way, now you just have to work on systems. Perfect. Dustin Yocum (03:42)That’s right. That’s right. Every day it’s just improving. That’s I mean, it’s never going to stop. William Hanke (03:46)It never does stop. Yeah, the systems get better, but there’s always some sort of tweaking or update or something changes where you got to go back and redo something. How about you, Adam? What’s been taking up most of your attention lately? Dustin Yocum (03:55)That’s right. Adam Culbreath (03:55)yeah. Right now, I would say we actually have kind of been actually hiring some installers. So we’ve been trying to implement a little bit more systems with that, trying to train new people for installation. It’s the hardest position we found to fill consistently and to have, you know, redundancy and quality. you know, we’re… We’re actually losing my installer, which is my dad. He’s actually, he’s been working with us for, he joined us a couple of years after we started our company with my brother and I. And now he’s kind of moving on to another role kind of in the early stages of retirement, which is pretty exciting for him. So now we’re moving towards less family members into the business, which is nice, but also, you know, trying to create some processes where we can actually have people that are, you know, quality installers that can join into the business, know what to expect, know what to do. So kind of starting to build those processes around them so that way we can grow. Because we’re getting a lot of leads and we have a good salesperson, a couple of good salespeople now, but we’re starting to need to focus on the supply part of the business rather than the demand. William Hanke (05:05)Nice. That’s great. A lot of window treatment dealers are struggling to find installers. How did you guys find yours? Adam Culbreath (05:12)We’ve always found them from different methods, but for one, we actually used Indeed for an installer that we’re actually going to be hiring here at the end of this week, actually. But I found them through multiple different methods from other installers just referring us, as well as taking cards from handyman contractors that we liked. Sometimes when you show up to some of these jobs, you’re like, you know, the fourth or fifth guy that is working on another project in that house while they’re finishing, you know, some space. So, you know, with that, we’ve always just asked for leads and are also just asked for referrals from the client themselves. You know, did you like your guy? Did you like how they did this or that? And a lot of these guys know how to do and install a lot of different products. They actually don’t really mess with window treatments too often is what we find, but they are willing and interested because you can make a lot of money doing it. You know, and so it can be just a little add on. already have a lot of the tools. So we’ve been kind of pushing people that ultimately have some of have their own business and just want to grow, you know, an extra, you know, an extra thing that they can install to make some additional money. It’s a one day job. so it’s not something that’s going to totally rock their world. They can fill in, they can use it to fill in, you know, kitchen remodels, bathroom remodeling stuff, if they have a couple days while the drywalls, butters, they’re in or the painters are finishing. So, found that to be kind of a unique fit. We found some really quality guys to do it. William Hanke (06:31)That’s a great way to do it. Are you just 1099 those guys? Adam Culbreath (06:34)As of right now, yeah. So, but you know, as they grow and I think a lot of them like it, they see it can be simple, but there’s still enough challenge to what has to be done that there’s a decent amount of experience that needs to know like what you’re drilling into, how to fix stuff, how to cut things down if it’s needed to. But ultimately it’s a lot easier than remodeling a kitchen or a bathroom, you know? So it can be a good fit for a lot of people depending on at what point they’re at in their careers. So, but yeah, that’s very nice. William Hanke (07:01)Yeah, really good. Really good. Dustin, how about you on the hiring side? Anything going on there? Dustin Yocum (07:05)You know, I can relate to the Indeed theme, Indeed thing, and I can also relate to having a struggle finding qualified installers. That was our biggest challenge, I would say, more so two, three years ago, for a good stretch there, maybe four or five years, was hard for me to find anybody of quality that just had the integrity that we expect and the work ethic. So this year, the last couple of years, we’ve… Adam Culbreath (07:26)Yes. Dustin Yocum (07:30)We have some great installers, even the ones that we took over Windowology, they have a great installer. He’s a lead. Anything we throw at him, could be a high tech motorization job, hardwired, all the way down to drapery. He can do it in exterior. So we actually have a great team right now, a couple great in-house guys, and I use subs as well. for overflow and actually to handle a lot of our exterior stuff. I’d rather have the guys, if they’re gonna do exterior work, I would prefer them to do exterior work every day. You learn all the tricks of the trade, you can be more efficient, you’re on autopilot with it. So that’s pretty much what we’re doing. We’ve got in-house guys to handle everything we can and then we sub out some of the overflow. William Hanke (08:09)Do you guys tend to see it’s a breed of person that does exterior versus interior? Dustin Yocum (08:14)Yeah, yeah, know guys that put up pergolas and do some construction work, usually, that goes hand in hand, the awnings and the exterior screens. But yeah, but our in-house guys can do the exterior. So, I mean, I think it’s just a matter of them seeing it a few times and, you know, doing it wrong enough, long enough, you tend to figure it out. William Hanke (08:32)Yeah, yeah, Adam Culbreath (08:34)Yeah, I’d agree. William Hanke (08:34)go ahead. Adam Culbreath (08:35)lot of it’s like tools for us. It’s like what tools they have access to, what tools they bring. It’s a totally different subset of tools sometimes for some of those patio shades or the exterior projects. William Hanke (08:45)Yeah. And I guess the training is a little different as well. How do you guys handle that? Dustin Yocum (08:50)I got, we actually have a manager that goes out on site and he’ll oversee everything and he’s seen it from start to finish, you know, for 10 years now. So there’s not a whole lot he hasn’t seen. So that’s usually how it goes. We hire a new guy. We’ll just send him out there for the first, you know, five, 10 installs just to make sure he can oversee everything. And the other ones doing, you know, the heavy lifting, because that’s the main thing with Onyx is. And exterior is just how heavy those things are. You know, lift them up and over your head so you can be a great installer. But if you don’t have that strength, it’s going to be a challenge. So not anybody can do the exterior work or are willing to do it, I should say. William Hanke (09:28)Yeah. Yeah. Very good. Adam Culbreath (09:30)Right? Yeah, we’ve had, we have same kind of deal. Originally it was my dad that was kind of in charge of the installation stuff. So he would go out and kind of get the guy started, tell him where he needs to be, where he needs to go, what needs to happen, stuff like that. But eventually they get to the point pretty quickly, especially if they’re used to doing a lot of exterior installations that they’ll be able to pretty much look and see where, you know, generally where it’s going to need to be going. And so they get a pretty good idea as to. how it needs to be mounted and stuff like that. But as far as the weight stuff, actually, we found a mechanical motorized lift actually. I haven’t purchased it yet, but I have some of our other franchisees have actually been working with it they really, really like it. I can post the link or send a link to you Will on it. But it’s a pretty large lift that actually will raise the awnings or the patio shades to think it’s like 16 feet too if you want to get a big one. That has totally changed a lot of people’s business. It’s a couple grand though, but if you do a lot of exterior projects, mean, especially for a few years, I mean, that can be worth its weight. Honestly, it could probably pay for itself by just avoiding having an extra person on site to have to lift it on both sides. You could have one guy do a lot of it itself. William Hanke (10:39)Hmm. Interesting. Yeah. Send me that link. I’ll put it down in the show notes for sure. Yeah. That’d be great. All right. So Q1, we’re pretty much at the end of Q1 when we’re recording this. It’ll probably go out a couple of days after we’re already into Q2. So what are you guys leaning into more as a business owner in Q2 than you have maybe in Q1? Adam Culbreath (10:59)For us, we’re actually really trying to build out our lead boomerang actually. we’ve been with lead boomerang now for about two years, I want to say. And we really want to get the workflow side of our business actually built out more so that we can automate a little bit more too. We’ve actually been incorporating as well lot of AI into our business a little bit. So, we do a lot of our order entry and I’m quoting to with different softwares, but we’ve never had a real way to make it accurate and to make it where we can double check ourselves. So we’ve built actually an AI tool to basically where we can send reports and use that to cross check basically what we’ve been doing. So, and it’s already saved us a little bit of money just in the beginning, since we’ve just started this, it was like last week is when I built it. So. It’s pretty exciting stuff, so I’m excited to continue to build it out. There’s a lot of tweaks that come with it, but it’s overall pretty simple. William Hanke (11:53)That’s awesome. What tool are you guys using? What language model are you using for that? Adam Culbreath (11:57)Originally I built it with Chat GPT, but I actually switched it to Gemini. Just because we’ve, I’ve just saw, mean, Gemini is pretty interesting not to make it just like an ad for Gemini here, but I do really like having the multi dashboard usage. If you’ve experienced that where it actually will look at the different pages you have open on a website, which is the most integrative that I’ve seen AI be with how you use like an internet browser. So. It’s amazing. Like I could have a picture of my drawings of a measuring sheet and my brother has done some, he doesn’t have good handwriting, I can be honest with you there. But the language model will look at the drawings and it will actually cross check and implement all the measurements into an Excel doc or into a report if you want it to. And then it’ll just automatically cross check what you have as well in the quote or what you’re gonna order on the. Dustin Yocum (12:42)and Adam Culbreath (12:50)dashboard or just on your page of the ordering software for the manufacturer you choose. it’s pretty amazing what’s coming, I think, or how it’s going to continue to be built out. It’s obviously really in the early stages of a lot of it, but I’m at a point now where I really don’t want to make any mistakes, any of these dumb mistakes that we have for ordering that come up. there’s so many buttons, there’s so many ways to mess this stuff up. And we found that if I could just have another way to, another set of eyes constantly. to double check on and maybe just flag things that look odd or different or you choose the wrong color somewhere. There’s just a million ways to make it go wrong. So if we could do anything we can to help save us some money and it already has, it’s amazing. William Hanke (13:32)That’s great. I love that you’re leaning into AI. love that you’re leaning into Lead Boomerang. Lead Boomerang is our CRM on steroids that we’ve built specifically for the window treatment industry. And Adam and Dustin are both our clients, so they get access to that as part of our program. So that’s awesome. I love to hear that. ⁓ Dustin, what is it that you guys are leaning into more this quarter? Dustin Yocum (13:55)You know, follow what Adam said along with lead boomerang. That’s the same idea. We’re trying to get more and more, get the team more more comfortable with it. So I know they’ve been meeting and getting more comfortable with it because we actually use lead boomerang to capture the leads, but we use HubSpot for nurturing the leads. we’ve always had HubSpot, so we’re kind of afraid to jump to all in with one and until we’re real comfortable with it know how to have it built out exactly the way we need it. But anyhow, That’s, you know, as far as nurturing the leads and all that kind of stuff. But more in-house builds is my focus. I’m excited about, you know, we manufacture our own roller shades and we do it right in Pleasanton. So Pleasanton, California. And we have full control over the quality there and our guys are true craftsmen, you know, that build. And so that to me is what we’re. Focusing on we’ve got a few good jobs We’re doing right now that we’re building but just getting that get that in the hands of our designers So they could start pushing it more. That’s that’s been my biggest focus for this year as well as just you know, selling our main vendors the Graver and Hunter and all that stuff William Hanke (15:02)⁓ We’ve seen an increase in the amount of clients that we have that also have a manufacturing segment. So that’s interesting that you guys are doing that as well. And like you said, you can control the quality. You can control most of the entire process at that point. Dustin Yocum (15:18)Yeah, we, know, our minimums and maximums are going to be different than the large companies. So again, we just have more control and we build a great motorized shade. We could put any motor in there, but also repairs. Repairs is also a nice thing for us. And just having the capability, if we make a mistake, I could bring something back like a shutter and we could fix it right there in house where before we didn’t have the capability to do that. Everything was just reordered. And if you don’t have the staff for that, that’s kind what we have to do. And it’s just a better service for our customers. William Hanke (15:45)Yeah. Yeah. Is there anything in your business that was maybe a small change that you made that had a big impact? Dustin Yocum (15:52)Small change. Honestly, mean, I don’t know. can’t answer what small change we made. I think it’s pretty much a big change, but just having a big enough team to build to operate the way I’ve always wanted us to operate. So I guess a small change would be sure to take and partnering with another company and now taking over Windowlogy where we have a much bigger team. That’s the biggest change. William Hanke (16:14)Okay, how about you, Adam? Adam Culbreath (16:15)would say probably that AI tool built, We calculated just from last year that we had probably close to $15,000, $10,000 of just remake orders, labor, additional costs of just lost product or damaged product or misordered product. So our goal right now is to get that to zero, obviously, as close as we can. trying to use AI, I’d use a few different features to just get us to that zero number so we can really hone in our processes so we’re not wasting so much and really can overall just make us as lean as possible. William Hanke (16:51)Yeah. Yeah, I really like that. I mean, that can be a really big impact at the end of the year, right? Adam Culbreath (16:58)Yeah, huge. mean, William Hanke (16:59)Yeah. On the flip side of that, is there anything that you guys think is not working anymore? Dustin Yocum (17:01)off. Adam Culbreath (17:04)I’m a little bit worried about Google itself and how that’s being used now. It’s amazing how many clients we have too, that are using AI and that like are finding us sometimes through AI, but I don’t know. It’s a little scary because if you know, if you’re not the one that’s getting recommended, sometimes you’re not the one getting called. So I’m curious as to how that’s going to go. It’s not that it’s not working though. We’re still getting a lot of leads thankfully, and it’s still, and you know, I haven’t seen anything totally drop off yet, but I just foresee. I’m curious as to how you’re, what you guys are thinking, Will, about that part, because I’m sure that’s stuff that you guys are experiencing already, maybe to some extent, maybe in some other areas too. William Hanke (17:43)for sure. I would say month over month, our clients are slowly getting more referrals from chat GPT mostly. That seems to be the platform that most consumers dive into first. And I always like to watch my wife because I’m like super nerd into all this stuff, but she’s not, right? She’s like last week, hey, can you help me get GPT installed on my phone? I want to try it out. So I think that’s pretty common across the board. Adam Culbreath (18:06)Right. William Hanke (18:10)that people are starting to do that. And overall, it’s still three or 4 % of all search volume. But I see that growing. I saw a commercial on TV for Gemini over the weekend. So they’re really pushing it hard. Google’s also starting to add in some different, I guess I shouldn’t call them policies, but different things like if you do these things, AI is going to love you more and you’re going to be more recommended. Adam Culbreath (18:10)Thanks William Hanke (18:34)So that’s an interesting side of things as well, that they’re admitting basically that the AI machine is coming and we need to conform. I don’t know how else to say it. Adam Culbreath (18:45)Right. It’s similar because I mean, even with Google, how Google works now just for the general search feature. I mean, they’ve been doing that the same way since the beginning, you know, how you set up your website in a specific way for the crawlers to find this and that to help people, you know, get their answers. You know, it’s they’ve been playing that game of if you can make it and set it up and put it in the best pretty box that’s possible, you know, they’ll put you at the top. So, I mean, it’s probably not going to change, you know. Dustin Yocum (18:46)Okay. William Hanke (19:13)Yeah. Yeah. Dustin, anything that you’re seeing that maybe isn’t working anymore? Dustin Yocum (19:18)No, because honestly, this is the first year in a while where things aren’t working well. Because we, you know, we rode the Costco train for so many years and really weren’t putting a bunch of time and energy into marketing. We just didn’t have a big enough team to get to it on time. So any money I would spend, was like almost like a waste of money. It felt like it would take two weeks to get to them. But now we’re starting to see a lot more leads come through both the website and Adam Culbreath (19:23)you Dustin Yocum (19:46)And I don’t know if it’s trying to pinpoint where exactly they’re coming from online, but we’re getting a lot more at least than we’ve had in the past. And I’m trying to get a few other things with direct mail, postcards. We’re going to be doing some trade shows and things like that. So I can’t answer that question. What’s not working? I haven’t really thought about that one yet. William Hanke (20:03)Yeah, yeah, it’s interesting you bring up direct mail. We’re actually getting ready to launch a direct mail service because I think there’s still some viability there and it’s not an expensive proposition if you do it correctly, right? Something like the money mailer, probably not the best only because there could be two or three competitors in there as well. But some direct mail postcard or even a letter, those kinds of things can still get consumers attention. Dustin Yocum (20:25)staff room. William Hanke (20:25)Very cool. So I want to talk also about emerging trends, customer expectations changing. Let’s talk about the emerging trends. Dustin, are you seeing any new trends right now that you can maybe align with and start to stay competitive? Dustin Yocum (20:41)Just a lot of motorization. feel like now since they took away the cords, we sell a ton of motorization. So that’s definitely a trend. A lot more exterior products. feel like clients are becoming more familiar with it. And so we’ve been selling a lot more of that, a lot more awnings and screens. garages and stuff like that just to kind of seal off those garages to keep the bugs out but that’s all I can say with the trends that I’m noticing. William Hanke (21:09)Yeah, okay, how about you Adam? Adam Culbreath (21:10)would definitely agree on the exterior side. seeing it. We’ve probably doubled our exterior business in the last year or so. It’s pretty amazing how many people are learning about the screens and using basically just investing in the house outdoor spaces. That seems to be a big, big point of, you know, it’s almost an element of remodeling for people to where it’s a whole space that they can really use almost all year round if you design it correctly. So a lot more thoughts going into that stuff. and planning and making it look really custom. We’re spending a lot more time on the custom looks of those two. So I would definitely agree with that. I’ve actually also, we’ve hired a designer that is, and there’s, we’ve hired a designer basically to solely focus almost on soft treatments too, which is not something that we’ve ever done. It’s before just been my brother and I, and we’ve been able to stay busy enough with just the shade part. But now that I have a full-time soft treatment designer for it, ⁓ She’s been just killing it. You know, I think there’s still a need and there’s still a huge amount of people that want something. I think a lot of people just write it off and say, you know, it’s not that popular anymore. It’s not that it’s not and it’s really not the case. Honestly, I think a lot of people still want soft treatments in the house, but they want them to be maybe not so dark or heavy and they don’t want it to be so obtrusive how that maybe how they used to be. Now it’s about kind of like lighter airy flowy types of feel. And you know, I was just watching some HGTV actually last night with my wife and I watch it sometimes very sparingly, but I need to watch it more. But it’s amazing what you can learn still just from the window treatment side. Like they all, every window has draperies with it. And it’s not, it’s kind of something I wrote off for a while, but it’s still in all the design magazines, all the shows, those pieces. mean, it’s still something heavily implemented and people are looking for. And so if you can… consider to be a big part of your offering, you can make a lot of money doing it too. So you just can’t shy away from it. William Hanke (23:00)Yeah. Right. If you go down that road and start to offer that, are you going to look for a work room in your area to kind of help partner with that? Would that be how you would approach it? Adam Culbreath (23:11)Potentially, yeah, there’s a lot of steps and like different ways you could elevate it to Right now we’re kind of doing it in the simplest fashion working with horizons. They have a designated workroom already out in Chicago So we basically send all of our stuff to them They make it and then we’ll install a forum from there, but we’re able to take over at least the design portion They have a lot of great fabrics You know, and then we also mail you can do a huge portion of their product is actually customers own material, which is where they’ll Basically a customer will just give us the material that they wanted to be a draper, to be a pillow or whatever and then have them make it from there too. but yeah, that’s, there’s a lot of opportunity with it. There’s actually, there’s several workrooms just in St. Louis. So mean, there’s, there’s a need. William Hanke (23:54)Yeah, definitely, definitely. Are there any products right now that you think are overhyped and not what people should really be paying attention to right now? Dustin Yocum (24:02)Mmm. William Hanke (24:03)No. Adam Culbreath (24:04)That’s a tough one. would say like vertical blinds, maybe I really wish people would stop buying them. Cause all I do is replace them. But you know, people buy them like crazy and I just can’t stop replacing them because they just break in a week. And it’s like, I don’t know how to tell somebody that I’m going to, I can replace them, but it’s going to break in a week just like this one is. So, yeah, I mean, there’s just, there’s when there was the stuff that’s junk is still junk, you know, ⁓ Dustin Yocum (24:06)That’s a nice start. I didn’t know those were overhyped. Adam Culbreath (24:30)And but sometimes people that’s what that’s what you want. That’s what they like. Can’t convince them otherwise, but William Hanke (24:36)That’s interesting. Anything on your end, Dustin? Adam Culbreath (24:37)I don’t know what you think of anything, Dustin. Dustin Yocum (24:39)No, I think it’s just I can tell you we sell a lot of lot of roller shades that’s probably like our number one product right now in-house and Still a good amount of shutters surprisingly even though shutters aren’t as popular as they were you know ten years ago We still sell a good amount of shutters Adam Culbreath (24:58)know, shutters are one of the only products that I really never replace, actually. It’s really odd. We basically will, we actually have a service too, which has been a kind of unique connection for us, but we help window replacement companies actually will go in and remove shutters for the replacement companies so that way they don’t have to touch them and then we’ll replace the windows and then we’ll go in and put them back in for clients. It’s been a great referral source for us and a great lead source for us. Not necessarily a huge moneymaker, but it keeps our guys busy and it’s overall pretty easy work. that’s the only product that I can, it’s amazing that you can charge for that service for that product is that people still want their stuff even when they get a brand new Windows. And that’s pretty much exclusively Shutter almost. William Hanke (25:44)I like that. Are you guys asking for reviews when you go in and do that? That would be a great way to run up your reviews without a ton of work. Adam Culbreath (25:47)yeah. Dustin Yocum (25:49)yeah. Adam Culbreath (25:51)Yeah, yeah, we do. We’ve gotten a ton of repeat business from it. It’s amazing. Once they once they like you get to know you and trust you, know, I mean, doesn’t matter what you did for them. You know, you can you can get make it into a warm lead and some future business. William Hanke (26:04)Great, that’s great. All right, let’s talk a little bit about tech and tools. Adam, you’ve already mentioned that you guys are starting to use AI more in your business. And Dustin, you mentioned motorization. Do you think motorization in particular is now becoming expected instead of optional? Dustin Yocum (26:24)I would say yes. I’d say even though it’s a higher ticket item and not everyone has the budget form, it’s almost necessary in the home now without courts. I don’t know. It just seems like a lot of clients now are requesting that. I’d like to get a percentage there, but I’d say it’s a good 50%, 60 % of our jobs have some kind of limitation. William Hanke (26:42)Okay. Yeah, nice. Adam, are you seeing something similar in the Midwest with the motorization? Adam Culbreath (26:48)I would say so, we have, it just depends. But for anything high up, it’s pretty much always default now to motorization. Sometimes before, they would, you would almost try to implement some sort of like cord or rod. I mean, sometimes they try to get away with it, for the most part, think people are generally pretty accepted now with the motorization stuff. They’re still pretty blown away too by the chargers that they’ve, there’s still a lot of people learning about this. the lithium ion that it’s changed over to that. So once you kind of educate them a little bit and they realize they don’t have to recharge it every month, you know, or every couple of weeks, it’s a kind of a game changer for them and they will generally go for something like that. William Hanke (27:28)Are you guys seeing any ⁓ AI integrations with what you’re doing in the home? Adam Culbreath (27:33)I have not, we still just have the same smart home systems. It’s just still so early. You know, I think it’s coming though. I mean, this stuff is going to just totally change, only, I mean, more, tons of industries, but ours as well. I mean, it’s going to be coming because of the smart home stuff, I think, especially. Cause there’s going to be a lot that like, especially with Google and like how they have, or even at Amazon, how they have. the devices that you can talk to in the house. A lot of them don’t have the AI so much built into them yet, but it’s coming. I’ve been learning a lot about how they’re getting to that point and it’s going to help make the process a little bit more seamless. So the manufacturers are gonna probably be developing maybe another kind of motor too. There’s gonna be more coming down the pipeline. So hopefully that makes the setup a little bit easier too. The motorization setup stuff has gotten simpler over time here. And actually I even use AI just to ask it questions when I don’t want to call into the manufacturer to figure out how to program it. You know, sometimes that’s just faster. but I’ve asked a few as they go, but I think they’re still, they still got a little bit to go. William Hanke (28:37)Yeah, that brings up an interesting point. You there’s a big joke about YouTube University is where a lot of people would go to learn how to do stuff. I wonder if that is shifting to a GPT University now. Adam Culbreath (28:49)It can easily be done. Yeah, it’s all on there. William Hanke (28:49)Yeah. Dustin Yocum (28:51)Guarantee that yeah, I know I use it for that way more than YouTube. I rarely go to YouTube anymore William Hanke (28:53)Interesting. Interesting. Okay. Adam Culbreath (28:57)Yeah, it takes longer, you know, where you get the answer in two seconds from chat. The only difference is that sometimes it may not be so accurate though. You may have to troubleshoot it a little bit. So, but you know, if you get it right, then it’s worth it. It saves you a couple of minutes. William Hanke (29:08)Yeah. Yeah, it brings up a good point about maybe using GPT and then checking with Gemini and see how the answers work together or if they’re totally different. Adam Culbreath (29:17)A lot of these companies now are almost like adding their guides and things to the softwares too. like the AI agent I built, I mean, you technically could build another agent and just put in all the remote guides into the agent. it literally takes like 20 minutes to do now. It’s amazing how fast it can be done, but you just drop in the guides. I dropped in all the guides for my shutter stuff. So it like cross references all my shutter orders, you know, and And it’s pretty amazing. mean, that’s is going to be pretty easily accessible and just get more accurate. So yeah, it’s going to make it even more efficient. William Hanke (29:50)Yeah. Adam, I don’t want to take this off too much of a tangent, but I think a lot of people would be curious just about how you got started. Like what did you do to get started with the AI to start building an agent? Adam Culbreath (30:03)It’s so simple. know what? I think a lot of people try to make it more than it is, but I’ve actually just, if you change your brain to think, if there’s a question that you don’t know the answer to, who would I ask? Well, just asked Chet, I just asked Gemini, how do I build an AI agent? And it literally gave me a whole step-by-step process on how to do it. And I’m not kidding you, it took me 20 minutes. At least for Gemini, that was pretty simple. I can’t vouch for the other ones. I don’t know. There are a lot of other options and other ways to do it and they will tell you too how to do it on their software is because they want you to stay on their software. But for Gemini at least they have Gems which a Gem is just what they call their AI agent basically. It takes five seconds to build. It’s included in your monthly subscription basically. You can build I guess as many as you want. I haven’t maxed it out yet. But you basically tell this Gem you say and it William Hanke (30:47)you Adam Culbreath (30:52)And you prompt it and say, you are a professional, you know, quote auditor, like it’s one I built. So you’re going to audit all my quotes. I’m going to send you my quote and I’m going to send you my measuring sheet and you’re going to have all the information of all my manufacturers. And I want you to recognize or flag any details that are wrong or that could be mistakes. And it looks at every single line item and it does it in like 10 seconds and it’s flags my few things. And then it tells me. here’s some major things to identify and it’ll give me like, this has been approved. This one looks good. Or it’ll say this, this failed, you know, as an auditor, that’s just one way to do it. You know, I mean, and it’s, it’s free and it’s so easy. I mean, and then it’s amazing too, because even in the gem of the AI auditor, you basically say like, as an AI auditor, what do I do? Well, I want you to do these things, right? You make a list, but then you can use AI to also make that list. It’ll say, Dustin Yocum (31:27)Awesome. Adam Culbreath (31:43)you put the list in, then you can run, press a button that’s built into the gem. And it says, make this more robust, make this like something that’s more functional and maybe a prompt that’s gonna be better. And it just takes what you wrote and makes it even more robust. So it knows how to do even more. It’s only gonna do ultimately what you tell it. So like in some ways, the more you tell it, you know, the more accurate it can be. So, and it’s, can do anything. I mean, it’s… William Hanke (32:06)Yeah. Adam Culbreath (32:09)It’s gonna be, it’s pretty crazy. I’ve really enjoyed messing around with it. William Hanke (32:10)Yeah, very cool. That’s cool. Dustin, any tools that you’re using to make your business run a little bit more efficiently right now? Dustin Yocum (32:15)Okay. ⁓ SOP’s we’re building out SOP’s for about every process, every, every part of the business. so that’s one, helps a lot when you’re bringing out someone, you bring onboarding somebody, cause then we have an S O P both written and a video of a hiring process and all the steps that it takes and what they’re going to need to get up and going. Same thing with, you know, off boarding somebody at the same, same process, but, I’m still The thing is they just keep building out, building out, building out. I’m not even caught up to looking to see what we have yet. So I’m just now really starting to dissect it and seeing what they’re doing. We have an internal website that’s been built that’s just everything from the SOPs to our numbers to you name it, like anything that’s part of the business, it’s all in that internal website. And again, I’m still dissecting it. So I couldn’t even speak too much about it, but it’s pretty darn cool. And now I see where all the time has been. spent on the last six months. Other than that, haven’t done a whole lot of AI stuff, although I’m excited about it. We have done a lot with chatgpt and use that for conversation and just if we need to respond to a client or just something just to kind of help give us more information than we may have on our own. So AI I’ve used a little bit but nothing too cool. I would love to get more familiar with it. That is the direction we’re going. I know that. William Hanke (33:35)Okay, I love the idea of adding video to an SOP. And we do that. Obviously we’re very technical. So it’s not just a list of things, click here, click here. But if you have a video attached with it to also do that you’re showing the thing that you’re trying to teach, it really improves the quality of the output, obviously. And I think a lot of people learn better from the visual side of things versus just reading something. Dustin Yocum (34:02)Absolutely. William Hanke (34:02)Very cool. That’s great. All right. Let’s talk about external factors. Anything that you guys are seeing related to seasonality, pricing, supply, anything along those lines that have impacted you lately? We’ll start with Dustin. Dustin Yocum (34:17)Yeah, we’re just shocked by how cheap everything is these days that you know the cost from vendors and it’s just great No, it’s just the inflation is insane. You know what we sell a sell shape for these days versus back when I was selling You know 10 12 years ago a couple hundred bucks two to three hundred bucks and now it’s like 1200 bucks for a window but I think that’s the biggest thing is inflation cost of and it’s across the board. We know this in all industries. So people are starting to expect it now, but it’s it’s I’m curious when this is going to stop, you know, when are we finally going to, you know, say enough is enough and start pushing back and get these costs down. So I think that’s the biggest driving factor. Although people are still buying. I don’t know how they’re affording everything, but ⁓ yeah. That’s right. Adam Culbreath (35:02)credit card William Hanke (35:05)Yeah, credit card companies are the winners here, I guess. Adam, anything on your end that is impacting your business right now? Adam Culbreath (35:12)⁓ I would say, I mean, definitely, obviously costs, everything’s gone up so much. And then just like recently with gas stuff too, there we’ve seen a couple, you know, a couple of increases as well with, for manufacturers, just these service charges that pop up with gas. I’ve only been in the industry though, for about six years. So I couldn’t tell you, I wasn’t here for like some of the other crazy, you know, variations in the economy, but, I think those things are. William Hanke (35:33)Yeah. Adam Culbreath (35:36)It’s pretty evident that they’re working on margins that are, guess, are pretty fair or pretty thin to where they feel like they still need to increase them, even including gas sometimes, just to continue to make the margin that they’re looking for for some of these manufacturers. So some ways that shows me that we’re getting at least a decent deal on some stuff if they’re still needing to increase their prices and those things. But it’s hard to say. People are still buying though, like you’re saying. mean, it hasn’t scared off a lot of people. We’re still breaking our revenue records each year, thankfully, at least showing some growth. It’s not going, we’re not doubling it like it was like COVID, but it’s still at least showing some growth. At least in our area, there’s a lot of homes being built. People are still buying homes and wanting to have a house. And so that’s gonna continue to keep us pretty busy if we can always. William Hanke (36:14)Yeah. Adam Culbreath (36:25)do those projects for people and working on existing homes. So at least those factors and how the cost of the house is at least continue to stay consistent or increasing. I mean, those are all good factors for us. Once, if people stop buying houses, that’s when I start to get a little bit more worried, but with demand being so high, I feel pretty good about it still. Dustin Yocum (36:47)See, we’ve noticed a decrease in building lately. And I’ve talked to a brother-in-law who works for a large builder for Lenar. And they’re slowing way down right now. Yeah, I think it does have to do with information. William Hanke (36:53)the level of recording of this. Adam Culbreath (36:58)Really. That’s you probably do with your area. Well, you, cause you’re California. Yeah. So you’re in the probably the, you’re in the most expensive, some of the most expensive area in the entire world, honestly. And it’s funny because I’m in the, one of the least expensive areas in the entire, in least in the U S right. Which in St. Louis and Missouri. So, Oh, really? Okay. Dustin Yocum (37:04)Yeah, Bay Area. ⁓ Yeah, I actually live in Tennessee. I live in Tennessee. This is in Bay Area. But yeah, we left for, you know, for those reasons. You can get a little bit more for your money out there. Adam Culbreath (37:28)Gotcha, yeah, yeah, exactly. you’re back. William Hanke (37:33)I’m here. Yeah, I don’t know what happened. ⁓ Dustin Yocum (37:33)⁓ my. Adam Culbreath (37:35)It’s all good. Dustin Yocum (37:38)Hey Will, was almost like you told us to put on a black shirt or something. We’re all in uniform. William Hanke (37:41)Yeah, I’m glad you guys got the memo. I appreciate that. All right, a couple more questions and we’ll finish up here. I know it’s getting close to our time. Any specific underrated tool right now that you guys are using? Dustin Yocum (37:44)Yeah, thank you. Well prepared. Adam Culbreath (37:54)tool. Dustin Yocum (37:54)Well, he mentioned the lift. I think that’s an underrated tool because we’re not using it yet. I am familiar with them. But the lift is something that I do want to invest in this year just to kind of take the strain off the guys so we don’t have any worker comp claims. That would be very nice. But little tools, it would have to just be these CRMs, know, the lead boomerang and all that with all the automation. I think that’s. that’s definitely the direction we’re going and nurturing those leads and having it systematic so you’re not… a human doesn’t have to put all their time and energy into it. William Hanke (38:24)I love that you use the word nurturing. think that’s a huge piece of it. It’s not just a one-time transaction, right? People have to be touched on multiple platforms, multiple ways before they decide to engage with your business. So that’s interesting. How about something outside of business that keeps you sharp? Adam? Dustin Yocum (38:37)there. Adam Culbreath (38:41)Something outside of business that’s keeping me sharp. basically gone into like a wellness weight loss program. So I’ve actually been working out. The only time I realized that you can really do that at this point in our exercise is pretty much in the morning. I’m pretending to be a morning person, which I’m a very much a night owl. So trying to make that work, getting up a little bit earlier now and it helps a lot. It’s hard though. It’s almost impossible. Honestly, it’s one of those things, like I couldn’t do it on my own. I had to basically find someone that I was willing to also wake up with me. But I know that about myself and I was like, you’re going to be my gym partner and you know, I’m going to teach you how to lift and he’s going to teach and he’s going to just show up and that’s all I need. And that’s what works for me. I, but it’s helped so much in just my mental state and just general health. mean, you gotta do, you gotta find ways to. William Hanke (39:18)You Adam Culbreath (39:33)help yourself as well as take a vacation every once in a while. Cause you can spend a ton of time on this stuff. I mean, you could be in it all day and thinking about it all night and all weekend. But you know, one of the best things you can do is just take a couple of days and, and not think about it for a little bit. Cause it makes you, it just gives you, it’s amazing how it’s revitalized me and my energy for this year. I took like a little vacation in January, just cause it’s generally the season of when it’s slower for us. And man, I just, it just. completely changes you in some ways. mean, it really has given me so much more energy for the year. It makes me more excited. William Hanke (40:05)Yeah, that’s great. Your health is your wealth, right? ⁓ And having an accountability partner in anything you’re doing, really, there’s that little thing in there that you don’t want to let somebody else down, right? It really drives you. Yeah. Yeah, very cool. Dustin, if somebody’s feeling stuck right now as a window treatment dealer, what do you think this one move they should make? Adam Culbreath (40:07)Yeah. Right? Definitely. That’s it. Dustin Yocum (40:28)Just don’t overcomplicate it. Keep it simple. Sometimes we overthink things and that and just trying to grow too fast. I think you should put the right team in place, the right systems in place before growing so that way when you do grow, you’re able to get position to maintain that and do a good job at it. But that’s it. Just keep it simple. That’s the philosophy I used since we did the merge because we felt like they were very techy, very complicated. We just like to keep it very simple. that’s my biggest tip is just keep it simple. Don’t overthink things. William Hanke (41:00)that Adam, how about you? If somebody’s feeling stuck right now, what do you think is a move they should make? Adam Culbreath (41:05)I think a lot of people get stuck in the motion of, I was definitely there for a little while. had like a year or two where I felt like I wasn’t ever making any progress in terms of growth for the company. wasn’t really, it’s like you kind of get in the motions of the day. And I think a big thing that helped push me was honestly finding some mentors or people that can continue to push you to think about things differently, but also like putting yourself into just more difficult situations into where you can learn. I mean, I think a lot of people get comfortable with what you know and what you do and you can sell the same, you know, roller shade things all day long. But if you’re never really pushing yourself to learn or grow from it, you’re only ever going to know that or do that. And so it’s like, for me, I really wanted to, I guess you’re going to do it for as long as you’re not sick and tired of it, but eventually you’re going to get sick and tired of being sick and tired. so, until that point comes is when you’re going to realize like, these are one of the changes that need to happen. This is what needs to be, how I can shake up my company and to be kind of more what I want it to be. but it just depends on where your drive is. ⁓ Sometimes it depends on the personality that you have working with you too. It’s a big element of who you’re working with or who you’re around or if you’re just by yourself, kind of what you’re selling, you know. So there’s a lot of ways to get stuck but there’s a lot of ways to get unstuck too. William Hanke (42:32)Yeah, yeah, I love that. Yeah, thank you guys both for being on the podcast today. Really excited for Q2. I think it’s going to be a fantastic one for our industry in general and really appreciate you guys insight into everything that’s going on has gone in Q1 and looking towards Q2 as well. Adam Culbreath (42:50)Thank you, Will. Dustin Yocum (42:51)Thank you for having us. William Hanke (42:52)Yeah, appreciate it. Yeah. Wow, what a great conversation with Adam and Dustin today. We covered everything from what’s working right now to where the industry is heading. If you picked up even one idea from this episode, send it to someone else in the trade who could use it. And don’t forget to follow marketing Panes for more conversations like this. Thanks for listening and we’ll catch you in the next episode. TRANSCRIPT William Hanke (00:00)All right, welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working, what’s changing and how they’re growing their business. I’m Will Hanke and today’s episode is our quarterly check-in where we zoom out a bit and look at what’s actually working in the industry right now. Today I’ve got two guests. First of all, Adam Culbreath Adam is the co-owner of Made in the Shade St. Louis, a Wildwood, Missouri native and a finance graduate from Murray State University. With a background shaped by travel to over 20 countries and studying abroad in Spain, Adam brings a global perspective to his work. Today, he runs the business alongside his brother, combining his entrepreneurial drive with the strong roots in his hometown. Dustin Yocum is the owner of World Class Window Coverings, serving Contra Costa County, California. With over 20 years of industry experience from manufacturing to retail, Dustin leads a team dedicated to bringing personal relationships, listening to clients’ needs, and delivering world-class red carpet service. His hands-on approach ensures homeowners and businesses get creative, high-quality window solutions every single time. Guys, welcome to the show. Adam Culbreath (01:21)Thanks for having us. William Hanke (01:22)Yeah, appreciate you guys being here. let’s start with something simple. How has Q1 felt for you guys so far? Adam, you want to start? Dustin Yocum (01:22)Yes, thank you. Pleasure. Adam Culbreath (01:31)Sure, it’s been kind of odd. It was a little bit different than last year, but kind of a more seasonal, know, kind of went back to the general season that I think window treatments have where January, February is generally a little bit slower. And then it picks up once the warm weather hits with, you know, the early spring stuff. So, you we had a pretty slow January, February, but we’ve since made a lot of that up just with the business from this month and last month. So, which is… William Hanke (01:47)Yeah. Adam Culbreath (01:57)Pretty similar to how we started when I first started the business, know, the first several, couple of years before COVID and all the craziness of the, you know, all that brought, but I would say this one was pretty standard. William Hanke (02:08)Pretty standard. And you’re in the Midwest, so we have four seasons in the Midwest. How about you, Dustin? I know California has one season, Summer. Adam Culbreath (02:13)Yeah, all the seasons. Dustin Yocum (02:17)Pretty much the weather was pretty consistent. Although we’ve had a lot of rain You know, which is great for us, but a little unusual. But yeah, similar like quarter one’s always a little slower And you know Right now we’re picking up so as it’s getting warmer people are wanting more exterior products We’re getting getting those calls coming in. So actually this month is we’re doing very well William Hanke (02:24)Yeah. Okay, that’s great. I’ve also heard it’s been really warm in California, unseasonably warm, so that probably drives a lot more of the exterior stuff. Dustin Yocum (02:46)Yeah, for March it’s been it’s been insane. yeah, it’s it’s the warmer weather brings brings people out wanting them to spend some money. So it’s been it’s been a good thing. William Hanke (02:55)Yeah. How does your Q1 this year compare to your last year? Dustin Yocum (02:59)Well, it’s very different for us just because we merged with a new company. we got, I can’t even compare any numbers to any season we’ve ever had. this is all brand new us since we’ve merged with Winduology. William Hanke (03:06)Yeah. Fair enough, that’s great. Congrats on that growth, by the way, that’s awesome. What has been taking up most of your attention lately in the business? Dustin Yocum (03:13)Thank you, Most of my attention, honestly, is just trying to generate leads and then put a system in place so that way we could nurture those leads and then handle those leads as they come in. So I think it’s mainly just working with the team and figuring out what we need to do so we can be consistent from start to finish for everybody. And we finally now have that team in place where we can do that. William Hanke (03:37)Nice, that feels good. You got the hiring out of the way, now you just have to work on systems. Perfect. Dustin Yocum (03:42)That’s right. That’s right. Every day it’s just improving. That’s I mean, it’s never going to stop. William Hanke (03:46)It never does stop. Yeah, the systems get better, but there’s always some sort of tweaking or update or something changes where you got to go back and redo something. How about you, Adam? What’s been taking up most of your attention lately? Dustin Yocum (03:55)That’s right. Adam Culbreath (03:55)yeah. Right now, I would say we actually have kind of been actually hiring some installers. So we’ve been trying to implement a little bit more systems with that, trying to train new people for installation. It’s the hardest position we found to fill consistently and to have, you know, redundancy and quality. you know, we’re… We’re actually losing my installer, which is my dad. He’s actually, he’s been working with us for, he joined us a couple of years after we started our company with my brother and I. And now he’s kind of moving on to another role kind of in the early stages of retirement, which is pretty exciting for him. So now we’re moving towards less family members into the business, which is nice, but also, you know, trying to create some processes where we can actually have people that are, you know, quality installers that can join into the business, know what to expect, know what to do. So kind of starting to build those processes around them so that way we can grow. Because we’re getting a lot of leads and we have a good salesperson, a couple of good salespeople now, but we’re starting to need to focus on the supply part of the business rather than the demand. William Hanke (05:05)Nice. That’s great. A lot of window treatment dealers are struggling to find installers. How did you guys find yours? Adam Culbreath (05:12)We’ve always found them from different methods, but for one, we actually used Indeed for an installer that we’re actually going to be hiring here at the end of this week, actually. But I found them through multiple different methods from other installers just referring us, as well as taking cards from handyman contractors that we liked. Sometimes when you show up to some of these jobs, you’re like, you know, the fourth or fifth guy that is working on another project in that house while they’re finishing, you know, some space. So, you know, with that, we’ve always just asked for leads and are also just asked for referrals from the client themselves. You know, did you like your guy? Did you like how they did this or that? And a lot of these guys know how to do and install a lot of different products. They actually don’t really mess with window treatments too often is what we find, but they are willing and interested because you can make a lot of money doing it. You know, and so it can be just a little add on. already have a lot of the tools. So we’ve been kind of pushing people that ultimately have some of have their own business and just want to grow, you know, an extra, you know, an extra thing that they can install to make some additional money. It’s a one day job. so it’s not something that’s going to totally rock their world. They can fill in, they can use it to fill in, you know, kitchen remodels, bathroom remodeling stuff, if they have a couple days while the drywalls, butters, they’re in or the painters are finishing. So, found that to be kind of a unique fit. We found some really quality guys to do it. William Hanke (06:31)That’s a great way to do it. Are you just 1099 those guys? Adam Culbreath (06:34)As of right now, yeah. So, but you know, as they grow and I think a lot of them like it, they see it can be simple, but there’s still enough challenge to what has to be done that there’s a decent amount of experience that needs to know like what you’re drilling into, how to fix stuff, how to cut things down if it’s needed to. But ultimately it’s a lot easier than remodeling a kitchen or a bathroom, you know? So it can be a good fit for a lot of people depending on at what point they’re at in their careers. So, but yeah, that’s very nice. William Hanke (07:01)Yeah, really good. Really good. Dustin, how about you on the hiring side? Anything going on there? Dustin Yocum (07:05)You know, I can relate to the Indeed theme, Indeed thing, and I can also relate to having a struggle finding qualified installers. That was our biggest challenge, I would say, more so two, three years ago, for a good stretch there, maybe four or five years, was hard for me to find anybody of quality that just had the integrity that we expect and the work ethic. So this year, the last couple of years, we’ve… Adam Culbreath (07:26)Yes. Dustin Yocum (07:30)We have some great installers, even the ones that we took over Windowology, they have a great installer. He’s a lead. Anything we throw at him, could be a high tech motorization job, hardwired, all the way down to drapery. He can do it in exterior. So we actually have a great team right now, a couple great in-house guys, and I use subs as well. for overflow and actually to handle a lot of our exterior stuff. I’d rather have the guys, if they’re gonna do exterior work, I would prefer them to do exterior work every day. You learn all the tricks of the trade, you can be more efficient, you’re on autopilot with it. So that’s pretty much what we’re doing. We’ve got in-house guys to handle everything we can and then we sub out some of the overflow. William Hanke (08:09)Do you guys tend to see it’s a breed of person that does exterior versus interior? Dustin Yocum (08:14)Yeah, yeah, know guys that put up pergolas and do some construction work, usually, that goes hand in hand, the awnings and the exterior screens. But yeah, but our in-house guys can do the exterior. So, I mean, I think it’s just a matter of them seeing it a few times and, you know, doing it wrong enough, long enough, you tend to figure it out. William Hanke (08:32)Yeah, yeah, Adam Culbreath (08:34)Yeah, I’d agree. William Hanke (08:34)go ahead. Adam Culbreath (08:35)lot of it’s like tools for us. It’s like what tools they have access to, what tools they bring. It’s a totally different subset of tools sometimes for some of those patio shades or the exterior projects. William Hanke (08:45)Yeah. And I guess the training is a little different as well. How do you guys handle that? Dustin Yocum (08:50)I got, we actually have a manager that goes out on site and he’ll oversee everything and he’s seen it from start to finish, you know, for 10 years now. So there’s not a whole lot he hasn’t seen. So that’s usually how it goes. We hire a new guy. We’ll just send him out there for the first, you know, five, 10 installs just to make sure he can oversee everything. And the other ones doing, you know, the heavy lifting, because that’s the main thing with Onyx is. And exterior is just how heavy those things are. You know, lift them up and over your head so you can be a great installer. But if you don’t have that strength, it’s going to be a challenge. So not anybody can do the exterior work or are willing to do it, I should say. William Hanke (09:28)Yeah. Yeah. Very good. Adam Culbreath (09:30)Right? Yeah, we’ve had, we have same kind of deal. Originally it was my dad that was kind of in charge of the installation stuff. So he would go out and kind of get the guy started, tell him where he needs to be, where he needs to go, what needs to happen, stuff like that. But eventually they get to the point pretty quickly, especially if they’re used to doing a lot of exterior installations that they’ll be able to pretty much look and see where, you know, generally where it’s going to need to be going. And so they get a pretty good idea as to. how it needs to be mounted and stuff like that. But as far as the weight stuff, actually, we found a mechanical motorized lift actually. I haven’t purchased it yet, but I have some of our other franchisees have actually been working with it they really, really like it. I can post the link or send a link to you Will on it. But it’s a pretty large lift that actually will raise the awnings or the patio shades to think it’s like 16 feet too if you want to get a big one. That has totally changed a lot of people’s business. It’s a couple grand though, but if you do a lot of exterior projects, mean, especially for a few years, I mean, that can be worth its weight. Honestly, it could probably pay for itself by just avoiding having an extra person on site to have to lift it on both sides. You could have one guy do a lot of it itself. William Hanke (10:39)Hmm. Interesting. Yeah. Send me that link. I’ll put it down in the show notes for sure. Yeah. That’d be great. All right. So Q1, we’re pretty much at the end of Q1 when we’re recording this. It’ll probably go out a couple of days after we’re already into Q2. So what are you guys leaning into more as a business owner in Q2 than you have maybe in Q1? Adam Culbreath (10:59)For us, we’re actually really trying to build out our lead boomerang actually. we’ve been with lead boomerang now for about two years, I want to say. And we really want to get the workflow side of our business actually built out more so that we can automate a little bit more too. We’ve actually been incorporating as well lot of AI into our business a little bit. So, we do a lot of our order entry and I’m quoting to with different softwares, but we’ve never had a real way to make it accurate and to make it where we can double check ourselves. So we’ve built actually an AI tool to basically where we can send reports and use that to cross check basically what we’ve been doing. So, and it’s already saved us a little bit of money just in the beginning, since we’ve just started this, it was like last week is when I built it. So. It’s pretty exciting stuff, so I’m excited to continue to build it out. There’s a lot of tweaks that come with it, but it’s overall pretty simple. William Hanke (11:53)That’s awesome. What tool are you guys using? What language model are you using for that? Adam Culbreath (11:57)Originally I built it with Chat GPT, but I actually switched it to Gemini. Just because we’ve, I’ve just saw, mean, Gemini is pretty interesting not to make it just like an ad for Gemini here, but I do really like having the multi dashboard usage. If you’ve experienced that where it actually will look at the different pages you have open on a website, which is the most integrative that I’ve seen AI be with how you use like an internet browser. So. It’s amazing. Like I could have a picture of my drawings of a measuring sheet and my brother has done some, he doesn’t have good handwriting, I can be honest with you there. But the language model will look at the drawings and it will actually cross check and implement all the measurements into an Excel doc or into a report if you want it to. And then it’ll just automatically cross check what you have as well in the quote or what you’re gonna order on the. Dustin Yocum (12:42)and Adam Culbreath (12:50)dashboard or just on your page of the ordering software for the manufacturer you choose. it’s pretty amazing what’s coming, I think, or how it’s going to continue to be built out. It’s obviously really in the early stages of a lot of it, but I’m at a point now where I really don’t want to make any mistakes, any of these dumb mistakes that we have for ordering that come up. there’s so many buttons, there’s so many ways to mess this stuff up. And we found that if I could just have another way to, another set of eyes constantly. to double check on and maybe just flag things that look odd or different or you choose the wrong color somewhere. There’s just a million ways to make it go wrong. So if we could do anything we can to help save us some money and it already has, it’s amazing. William Hanke (13:32)That’s great. I love that you’re leaning into AI. love that you’re leaning into Lead Boomerang. Lead Boomerang is our CRM on steroids that we’ve built specifically for the window treatment industry. And Adam and Dustin are both our clients, so they get access to that as part of our program. So that’s awesome. I love to hear that. ⁓ Dustin, what is it that you guys are leaning into more this quarter? Dustin Yocum (13:55)You know, follow what Adam said along with lead boomerang. That’s the same idea. We’re trying to get more and more, get the team more more comfortable with it. So I know they’ve been meeting and getting more comfortable with it because we actually use lead boomerang to capture the leads, but we use HubSpot for nurturing the leads. we’ve always had HubSpot, so we’re kind of afraid to jump to all in with one and until we’re real comfortable with it know how to have it built out exactly the way we need it. But anyhow, That’s, you know, as far as nurturing the leads and all that kind of stuff. But more in-house builds is my focus. I’m excited about, you know, we manufacture our own roller shades and we do it right in Pleasanton. So Pleasanton, California. And we have full control over the quality there and our guys are true craftsmen, you know, that build. And so that to me is what we’re. Focusing on we’ve got a few good jobs We’re doing right now that we’re building but just getting that get that in the hands of our designers So they could start pushing it more. That’s that’s been my biggest focus for this year as well as just you know, selling our main vendors the Graver and Hunter and all that stuff William Hanke (15:02)⁓ We’ve seen an increase in the amount of clients that we have that also have a manufacturing segment. So that’s interesting that you guys are doing that as well. And like you said, you can control the quality. You can control most of the entire process at that point. Dustin Yocum (15:18)Yeah, we, know, our minimums and maximums are going to be different than the large companies. So again, we just have more control and we build a great motorized shade. We could put any motor in there, but also repairs. Repairs is also a nice thing for us. And just having the capability, if we make a mistake, I could bring something back like a shutter and we could fix it right there in house where before we didn’t have the capability to do that. Everything was just reordered. And if you don’t have the staff for that, that’s kind what we have to do. And it’s just a better service for our customers. William Hanke (15:45)Yeah. Yeah. Is there anything in your business that was maybe a small change that you made that had a big impact? Dustin Yocum (15:52)Small change. Honestly, mean, I don’t know. can’t answer what small change we made. I think it’s pretty much a big change, but just having a big enough team to build to operate the way I’ve always wanted us to operate. So I guess a small change would be sure to take and partnering with another company and now taking over Windowlogy where we have a much bigger team. That’s the biggest change. William Hanke (16:14)Okay, how about you, Adam? Adam Culbreath (16:15)would say probably that AI tool built, We calculated just from last year that we had probably close to $15,000, $10,000 of just remake orders, labor, additional costs of just lost product or damaged product or misordered product. So our goal right now is to get that to zero, obviously, as close as we can. trying to use AI, I’d use a few different features to just get us to that zero number so we can really hone in our processes so we’re not wasting so much and really can overall just make us as lean as possible. William Hanke (16:51)Yeah. Yeah, I really like that. I mean, that can be a really big impact at the end of the year, right? Adam Culbreath (16:58)Yeah, huge. mean, William Hanke (16:59)Yeah. On the flip side of that, is there anything that you guys think is not working anymore? Dustin Yocum (17:01)off. Adam Culbreath (17:04)I’m a little bit worried about Google itself and how that’s being used now. It’s amazing how many clients we have too, that are using AI and that like are finding us sometimes through AI, but I don’t know. It’s a little scary because if you know, if you’re not the one that’s getting recommended, sometimes you’re not the one getting called. So I’m curious as to how that’s going to go. It’s not that it’s not working though. We’re still getting a lot of leads thankfully, and it’s still, and you know, I haven’t seen anything totally drop off yet, but I just foresee. I’m curious as to how you’re, what you guys are thinking, Will, about that part, because I’m sure that’s stuff that you guys are experiencing already, maybe to some extent, maybe in some other areas too. William Hanke (17:43)for sure. I would say month over month, our clients are slowly getting more referrals from chat GPT mostly. That seems to be the platform that most consumers dive into first. And I always like to watch my wife because I’m like super nerd into all this stuff, but she’s not, right? She’s like last week, hey, can you help me get GPT installed on my phone? I want to try it out. So I think that’s pretty common across the board. Adam Culbreath (18:06)Right. William Hanke (18:10)that people are starting to do that. And overall, it’s still three or 4 % of all search volume. But I see that growing. I saw a commercial on TV for Gemini over the weekend. So they’re really pushing it hard. Google’s also starting to add in some different, I guess I shouldn’t call them policies, but different things like if you do these things, AI is going to love you more and you’re going to be more recommended. Adam Culbreath (18:10)Thanks William Hanke (18:34)So that’s an interesting side of things as well, that they’re admitting basically that the AI machine is coming and we need to conform. I don’t know how else to say it. Adam Culbreath (18:45)Right. It’s similar because I mean, even with Google, how Google works now just for the general search feature. I mean, they’ve been doing that the same way since the beginning, you know, how you set up your website in a specific way for the crawlers to find this and that to help people, you know, get their answers. You know, it’s they’ve been playing that game of if you can make it and set it up and put it in the best pretty box that’s possible, you know, they’ll put you at the top. So, I mean, it’s probably not going to change, you know. Dustin Yocum (18:46)Okay. William Hanke (19:13)Yeah. Yeah. Dustin, anything that you’re seeing that maybe isn’t working anymore? Dustin Yocum (19:18)No, because honestly, this is the first year in a while where things aren’t working well. Because we, you know, we rode the Costco train for so many years and really weren’t putting a bunch of time and energy into marketing. We just didn’t have a big enough team to get to it on time. So any money I would spend, was like almost like a waste of money. It felt like it would take two weeks to get to them. But now we’re starting to see a lot more leads come through both the website and Adam Culbreath (19:23)you Dustin Yocum (19:46)And I don’t know if it’s trying to pinpoint where exactly they’re coming from online, but we’re getting a lot more at least than we’ve had in the past. And I’m trying to get a few other things with direct mail, postcards. We’re going to be doing some trade shows and things like that. So I can’t answer that question. What’s not working? I haven’t really thought about that one yet. William Hanke (20:03)Yeah, yeah, it’s interesting you bring up direct mail. We’re actually getting ready to launch a direct mail service because I think there’s still some viability there and it’s not an expensive proposition if you do it correctly, right? Something like the money mailer, probably not the best only because there could be two or three competitors in there as well. But some direct mail postcard or even a letter, those kinds of things can still get consumers attention. Dustin Yocum (20:25)staff room. William Hanke (20:25)Very cool. So I want to talk also about emerging trends, customer expectations changing. Let’s talk about the emerging trends. Dustin, are you seeing any new trends right now that you can maybe align with and start to stay competitive? Dustin Yocum (20:41)Just a lot of motorization. feel like now since they took away the cords, we sell a ton of motorization. So that’s definitely a trend. A lot more exterior products. feel like clients are becoming more familiar with it. And so we’ve been selling a lot more of that, a lot more awnings and screens. garages and stuff like that just to kind of seal off those garages to keep the bugs out but that’s all I can say with the trends that I’m noticing. William Hanke (21:09)Yeah, okay, how about you Adam? Adam Culbreath (21:10)would definitely agree on the exterior side. seeing it. We’ve probably doubled our exterior business in the last year or so. It’s pretty amazing how many people are learning about the screens and using basically just investing in the house outdoor spaces. That seems to be a big, big point of, you know, it’s almost an element of remodeling for people to where it’s a whole space that they can really use almost all year round if you design it correctly. So a lot more thoughts going into that stuff. and planning and making it look really custom. We’re spending a lot more time on the custom looks of those two. So I would definitely agree with that. I’ve actually also, we’ve hired a designer that is, and there’s, we’ve hired a designer basically to solely focus almost on soft treatments too, which is not something that we’ve ever done. It’s before just been my brother and I, and we’ve been able to stay busy enough with just the shade part. But now that I have a full-time soft treatment designer for it, ⁓ She’s been just killing it. You know, I think there’s still a need and there’s still a huge amount of people that want something. I think a lot of people just write it off and say, you know, it’s not that popular anymore. It’s not that it’s not and it’s really not the case. Honestly, I think a lot of people still want soft treatments in the house, but they want them to be maybe not so dark or heavy and they don’t want it to be so obtrusive how that maybe how they used to be. Now it’s about kind of like lighter airy flowy types of feel. And you know, I was just watching some HGTV actually last night with my wife and I watch it sometimes very sparingly, but I need to watch it more. But it’s amazing what you can learn still just from the window treatment side. Like they all, every window has draperies with it. And it’s not, it’s kind of something I wrote off for a while, but it’s still in all the design magazines, all the shows, those pieces. mean, it’s still something heavily implemented and people are looking for. And so if you can… consider to be a big part of your offering, you can make a lot of money doing it too. So you just can’t shy away from it. William Hanke (23:00)Yeah. Right. If you go down that road and start to offer that, are you going to look for a work room in your area to kind of help partner with that? Would that be how you would approach it? Adam Culbreath (23:11)Potentially, yeah, there’s a lot of steps and like different ways you could elevate it to Right now we’re kind of doing it in the simplest fashion working with horizons. They have a designated workroom already out in Chicago So we basically send all of our stuff to them They make it and then we’ll install a forum from there, but we’re able to take over at least the design portion They have a lot of great fabrics You know, and then we also mail you can do a huge portion of their product is actually customers own material, which is where they’ll Basically a customer will just give us the material that they wanted to be a draper, to be a pillow or whatever and then have them make it from there too. but yeah, that’s, there’s a lot of opportunity with it. There’s actually, there’s several workrooms just in St. Louis. So mean, there’s, there’s a need. William Hanke (23:54)Yeah, definitely, definitely. Are there any products right now that you think are overhyped and not what people should really be paying attention to right now? Dustin Yocum (24:02)Mmm. William Hanke (24:03)No. Adam Culbreath (24:04)That’s a tough one. would say like vertical blinds, maybe I really wish people would stop buying them. Cause all I do is replace them. But you know, people buy them like crazy and I just can’t stop replacing them because they just break in a week. And it’s like, I don’t know how to tell somebody that I’m going to, I can replace them, but it’s going to break in a week just like this one is. So, yeah, I mean, there’s just, there’s when there was the stuff that’s junk is still junk, you know, ⁓ Dustin Yocum (24:06)That’s a nice start. I didn’t know those were overhyped. Adam Culbreath (24:30)And but sometimes people that’s what that’s what you want. That’s what they like. Can’t convince them otherwise, but William Hanke (24:36)That’s interesting. Anything on your end, Dustin? Adam Culbreath (24:37)I don’t know what you think of anything, Dustin. Dustin Yocum (24:39)No, I think it’s just I can tell you we sell a lot of lot of roller shades that’s probably like our number one product right now in-house and Still a good amount of shutters surprisingly even though shutters aren’t as popular as they were you know ten years ago We still sell a good amount of shutters Adam Culbreath (24:58)know, shutters are one of the only products that I really never replace, actually. It’s really odd. We basically will, we actually have a service too, which has been a kind of unique connection for us, but we help window replacement companies actually will go in and remove shutters for the replacement companies so that way they don’t have to touch them and then we’ll replace the windows and then we’ll go in and put them back in for clients. It’s been a great referral source for us and a great lead source for us. Not necessarily a huge moneymaker, but it keeps our guys busy and it’s overall pretty easy work. that’s the only product that I can, it’s amazing that you can charge for that service for that product is that people still want their stuff even when they get a brand new Windows. And that’s pretty much exclusively Shutter almost. William Hanke (25:44)I like that. Are you guys asking for reviews when you go in and do that? That would be a great way to run up your reviews without a ton of work. Adam Culbreath (25:47)yeah. Dustin Yocum (25:49)yeah. Adam Culbreath (25:51)Yeah, yeah, we do. We’ve gotten a ton of repeat business from it. It’s amazing. Once they once they like you get to know you and trust you, know, I mean, doesn’t matter what you did for them. You know, you can you can get make it into a warm lead and some future business. William Hanke (26:04)Great, that’s great. All right, let’s talk a little bit about tech and tools. Adam, you’ve already mentioned that you guys are starting to use AI more in your business. And Dustin, you mentioned motorization. Do you think motorization in particular is now becoming expected instead of optional? Dustin Yocum (26:24)I would say yes. I’d say even though it’s a higher ticket item and not everyone has the budget form, it’s almost necessary in the home now without courts. I don’t know. It just seems like a lot of clients now are requesting that. I’d like to get a percentage there, but I’d say it’s a good 50%, 60 % of our jobs have some kind of limitation. William Hanke (26:42)Okay. Yeah, nice. Adam, are you seeing something similar in the Midwest with the motorization? Adam Culbreath (26:48)I would say so, we have, it just depends. But for anything high up, it’s pretty much always default now to motorization. Sometimes before, they would, you would almost try to implement some sort of like cord or rod. I mean, sometimes they try to get away with it, for the most part, think people are generally pretty accepted now with the motorization stuff. They’re still pretty blown away too by the chargers that they’ve, there’s still a lot of people learning about this. the lithium ion that it’s changed over to that. So once you kind of educate them a little bit and they realize they don’t have to recharge it every month, you know, or every couple of weeks, it’s a kind of a game changer for them and they will generally go for something like that. William Hanke (27:28)Are you guys seeing any ⁓ AI integrations with what you’re doing in the home? Adam Culbreath (27:33)I have not, we still just have the same smart home systems. It’s just still so early. You know, I think it’s coming though. I mean, this stuff is going to just totally change, only, I mean, more, tons of industries, but ours as well. I mean, it’s going to be coming because of the smart home stuff, I think, especially. Cause there’s going to be a lot that like, especially with Google and like how they have, or even at Amazon, how they have. the devices that you can talk to in the house. A lot of them don’t have the AI so much built into them yet, but it’s coming. I’ve been learning a lot about how they’re getting to that point and it’s going to help make the process a little bit more seamless. So the manufacturers are gonna probably be developing maybe another kind of motor too. There’s gonna be more coming down the pipeline. So hopefully that makes the setup a little bit easier too. The motorization setup stuff has gotten simpler over time here. And actually I even use AI just to ask it questions when I don’t want to call into the manufacturer to figure out how to program it. You know, sometimes that’s just faster. but I’ve asked a few as they go, but I think they’re still, they still got a little bit to go. William Hanke (28:37)Yeah, that brings up an interesting point. You there’s a big joke about YouTube University is where a lot of people would go to learn how to do stuff. I wonder if that is shifting to a GPT University now. Adam Culbreath (28:49)It can easily be done. Yeah, it’s all on there. William Hanke (28:49)Yeah. Dustin Yocum (28:51)Guarantee that yeah, I know I use it for that way more than YouTube. I rarely go to YouTube anymore William Hanke (28:53)Interesting. Interesting. Okay. Adam Culbreath (28:57)Yeah, it takes longer, you know, where you get the answer in two seconds from chat. The only difference is that sometimes it may not be so accurate though. You may have to troubleshoot it a little bit. So, but you know, if you get it right, then it’s worth it. It saves you a couple of minutes. William Hanke (29:08)Yeah. Yeah, it brings up a good point about maybe using GPT and then checking with Gemini and see how the answers work together or if they’re totally different. Adam Culbreath (29:17)A lot of these companies now are almost like adding their guides and things to the softwares too. like the AI agent I built, I mean, you technically could build another agent and just put in all the remote guides into the agent. it literally takes like 20 minutes to do now. It’s amazing how fast it can be done, but you just drop in the guides. I dropped in all the guides for my shutter stuff. So it like cross references all my shutter orders, you know, and And it’s pretty amazing. mean, that’s is going to be pretty easily accessible and just get more accurate. So yeah, it’s going to make it even more efficient. William Hanke (29:50)Yeah. Adam, I don’t want to take this off too much of a tangent, but I think a lot of people would be curious just about how you got started. Like what did you do to get started with the AI to start building an agent? Adam Culbreath (30:03)It’s so simple. know what? I think a lot of people try to make it more than it is, but I’ve actually just, if you change your brain to think, if there’s a question that you don’t know the answer to, who would I ask? Well, just asked Chet, I just asked Gemini, how do I build an AI agent? And it literally gave me a whole step-by-step process on how to do it. And I’m not kidding you, it took me 20 minutes. At least for Gemini, that was pretty simple. I can’t vouch for the other ones. I don’t know. There are a lot of other options and other ways to do it and they will tell you too how to do it on their software is because they want you to stay on their software. But for Gemini at least they have Gems which a Gem is just what they call their AI agent basically. It takes five seconds to build. It’s included in your monthly subscription basically. You can build I guess as many as you want. I haven’t maxed it out yet. But you basically tell this Gem you say and it William Hanke (30:47)you Adam Culbreath (30:52)And you prompt it and say, you are a professional, you know, quote auditor, like it’s one I built. So you’re going to audit all my quotes. I’m going to send you my quote and I’m going to send you my measuring sheet and you’re going to have all the information of all my manufacturers. And I want you to recognize or flag any details that are wrong or that could be mistakes. And it looks at every single line item and it does it in like 10 seconds and it’s flags my few things. And then it tells me. here’s some major things to identify and it’ll give me like, this has been approved. This one looks good. Or it’ll say this, this failed, you know, as an auditor, that’s just one way to do it. You know, I mean, and it’s, it’s free and it’s so easy. I mean, and then it’s amazing too, because even in the gem of the AI auditor, you basically say like, as an AI auditor, what do I do? Well, I want you to do these things, right? You make a list, but then you can use AI to also make that list. It’ll say, Dustin Yocum (31:27)Awesome. Adam Culbreath (31:43)you put the list in, then you can run, press a button that’s built into the gem. And it says, make this more robust, make this like something that’s more functional and maybe a prompt that’s gonna be better. And it just takes what you wrote and makes it even more robust. So it knows how to do even more. It’s only gonna do ultimately what you tell it. So like in some ways, the more you tell it, you know, the more accurate it can be. So, and it’s, can do anything. I mean, it’s… William Hanke (32:06)Yeah. Adam Culbreath (32:09)It’s gonna be, it’s pretty crazy. I’ve really enjoyed messing around with it. William Hanke (32:10)Yeah, very cool. That’s cool. Dustin, any tools that you’re using to make your business run a little bit more efficiently right now? Dustin Yocum (32:15)Okay. ⁓ SOP’s we’re building out SOP’s for about every process, every, every part of the business. so that’s one, helps a lot when you’re bringing out someone, you bring onboarding somebody, cause then we have an S O P both written and a video of a hiring process and all the steps that it takes and what they’re going to need to get up and going. Same thing with, you know, off boarding somebody at the same, same process, but, I’m still The thing is they just keep building out, building out, building out. I’m not even caught up to looking to see what we have yet. So I’m just now really starting to dissect it and seeing what they’re doing. We have an internal website that’s been built that’s just everything from the SOPs to our numbers to you name it, like anything that’s part of the business, it’s all in that internal website. And again, I’m still dissecting it. So I couldn’t even speak too much about it, but it’s pretty darn cool. And now I see where all the time has been. spent on the last six months. Other than that, haven’t done a whole lot of AI stuff, although I’m excited about it. We have done a lot with chatgpt and use that for conversation and just if we need to respond to a client or just something just to kind of help give us more information than we may have on our own. So AI I’ve used a little bit but nothing too cool. I would love to get more familiar with it. That is the direction we’re going. I know that. William Hanke (33:35)Okay, I love the idea of adding video to an SOP. And we do that. Obviously we’re very technical. So it’s not just a list of things, click here, click here. But if you have a video attached with it to also do that you’re showing the thing that you’re trying to teach, it really improves the quality of the output, obviously. And I think a lot of people learn better from the visual side of things versus just reading something. Dustin Yocum (34:02)Absolutely. William Hanke (34:02)Very cool. That’s great. All right. Let’s talk about external factors. Anything that you guys are seeing related to seasonality, pricing, supply, anything along those lines that have impacted you lately? We’ll start with Dustin. Dustin Yocum (34:17)Yeah, we’re just shocked by how cheap everything is these days that you know the cost from vendors and it’s just great No, it’s just the inflation is insane. You know what we sell a sell shape for these days versus back when I was selling You know 10 12 years ago a couple hundred bucks two to three hundred bucks and now it’s like 1200 bucks for a window but I think that’s the biggest thing is inflation cost of and it’s across the board. We know this in all industries. So people are starting to expect it now, but it’s it’s I’m curious when this is going to stop, you know, when are we finally going to, you know, say enough is enough and start pushing back and get these costs down. So I think that’s the biggest driving factor. Although people are still buying. I don’t know how they’re affording everything, but ⁓ yeah. That’s right. Adam Culbreath (35:02)credit card William Hanke (35:05)Yeah, credit card companies are the winners here, I guess. Adam, anything on your end that is impacting your business right now? Adam Culbreath (35:12)⁓ I would say, I mean, definitely, obviously costs, everything’s gone up so much. And then just like recently with gas stuff too, there we’ve seen a couple, you know, a couple of increases as well with, for manufacturers, just these service charges that pop up with gas. I’ve only been in the industry though, for about six years. So I couldn’t tell you, I wasn’t here for like some of the other crazy, you know, variations in the economy, but, I think those things are. William Hanke (35:33)Yeah. Adam Culbreath (35:36)It’s pretty evident that they’re working on margins that are, guess, are pretty fair or pretty thin to where they feel like they still need to increase them, even including gas sometimes, just to continue to make the margin that they’re looking for for some of these manufacturers. So some ways that shows me that we’re getting at least a decent deal on some stuff if they’re still needing to increase their prices and those things. But it’s hard to say. People are still buying though, like you’re saying. mean, it hasn’t scared off a lot of people. We’re still breaking our revenue records each year, thankfully, at least showing some growth. It’s not going, we’re not doubling it like it was like COVID, but it’s still at least showing some growth. At least in our area, there’s a lot of homes being built. People are still buying homes and wanting to have a house. And so that’s gonna continue to keep us pretty busy if we can always. William Hanke (36:14)Yeah. Adam Culbreath (36:25)do those projects for people and working on existing homes. So at least those factors and how the cost of the house is at least continue to stay consistent or increasing. I mean, those are all good factors for us. Once, if people stop buying houses, that’s when I start to get a little bit more worried, but with demand being so high, I feel pretty good about it still. Dustin Yocum (36:47)See, we’ve noticed a decrease in building lately. And I’ve talked to a brother-in-law who works for a large builder for Lenar. And they’re slowing way down right now. Yeah, I think it does have to do with information. William Hanke (36:53)the level of recording of this. Adam Culbreath (36:58)Really. That’s you probably do with your area. Well, you, cause you’re California. Yeah. So you’re in the probably the, you’re in the most expensive, some of the most expensive area in the entire world, honestly. And it’s funny because I’m in the, one of the least expensive areas in the entire, in least in the U S right. Which in St. Louis and Missouri. So, Oh, really? Okay. Dustin Yocum (37:04)Yeah, Bay Area. ⁓ Yeah, I actually live in Tennessee. I live in Tennessee. This is in Bay Area. But yeah, we left for, you know, for those reasons. You can get a little bit more for your money out there. Adam Culbreath (37:28)Gotcha, yeah, yeah, exactly. you’re back. William Hanke (37:33)I’m here. Yeah, I don’t know what happened. ⁓ Dustin Yocum (37:33)⁓ my. Adam Culbreath (37:35)It’s all good. Dustin Yocum (37:38)Hey Will, was almost like you told us to put on a black shirt or something. We’re all in uniform. William Hanke (37:41)Yeah, I’m glad you guys got the memo. I appreciate that. All right, a couple more questions and we’ll finish up here. I know it’s getting close to our time. Any specific underrated tool right now that you guys are using? Dustin Yocum (37:44)Yeah, thank you. Well prepared. Adam Culbreath (37:54)tool. Dustin Yocum (37:54)Well, he mentioned the lift. I think that’s an underrated tool because we’re not using it yet. I am familiar with them. But the lift is something that I do want to invest in this year just to kind of take the strain off the guys so we don’t have any worker comp claims. That would be very nice. But little tools, it would have to just be these CRMs, know, the lead boomerang and all that with all the automation. I think that’s. that’s definitely the direction we’re going and nurturing those leads and having it systematic so you’re not… a human doesn’t have to put all their time and energy into it. William Hanke (38:24)I love that you use the word nurturing. think that’s a huge piece of it. It’s not just a one-time transaction, right? People have to be touched on multiple platforms, multiple ways before they decide to engage with your business. So that’s interesting. How about something outside of business that keeps you sharp? Adam? Dustin Yocum (38:37)there. Adam Culbreath (38:41)Something outside of business that’s keeping me sharp. basically gone into like a wellness weight loss program. So I’ve actually been working out. The only time I realized that you can really do that at this point in our exercise is pretty much in the morning. I’m pretending to be a morning person, which I’m a very much a night owl. So trying to make that work, getting up a little bit earlier now and it helps a lot. It’s hard though. It’s almost impossible. Honestly, it’s one of those things, like I couldn’t do it on my own. I had to basically find someone that I was willing to also wake up with me. But I know that about myself and I was like, you’re going to be my gym partner and you know, I’m going to teach you how to lift and he’s going to teach and he’s going to just show up and that’s all I need. And that’s what works for me. I, but it’s helped so much in just my mental state and just general health. mean, you gotta do, you gotta find ways to. William Hanke (39:18)You Adam Culbreath (39:33)help yourself as well as take a vacation every once in a while. Cause you can spend a ton of time on this stuff. I mean, you could be in it all day and thinking about it all night and all weekend. But you know, one of the best things you can do is just take a couple of days and, and not think about it for a little bit. Cause it makes you, it just gives you, it’s amazing how it’s revitalized me and my energy for this year. I took like a little vacation in January, just cause it’s generally the season of when it’s slower for us. And man, I just, it just. completely changes you in some ways. mean, it really has given me so much more energy for the year. It makes me more excited. William Hanke (40:05)Yeah, that’s great. Your health is your wealth, right? ⁓ And having an accountability partner in anything you’re doing, really, there’s that little thing in there that you don’t want to let somebody else down, right? It really drives you. Yeah. Yeah, very cool. Dustin, if somebody’s feeling stuck right now as a window treatment dealer, what do you think this one move they should make? Adam Culbreath (40:07)Yeah. Right? Definitely. That’s it. Dustin Yocum (40:28)Just don’t overcomplicate it. Keep it simple. Sometimes we overthink things and that and just trying to grow too fast. I think you should put the right team in place, the right systems in place before growing so that way when you do grow, you’re able to get position to maintain that and do a good job at it. But that’s it. Just keep it simple. That’s the philosophy I used since we did the merge because we felt like they were very techy, very complicated. We just like to keep it very simple. that’s my biggest tip is just keep it simple. Don’t overthink things. William Hanke (41:00)that Adam, how about you? If somebody’s feeling stuck right now, what do you think is a move they should make? Adam Culbreath (41:05)I think a lot of people get stuck in the motion of, I was definitely there for a little while. had like a year or two where I felt like I wasn’t ever making any progress in terms of growth for the company. wasn’t really, it’s like you kind of get in the motions of the day. And I think a big thing that helped push me was honestly finding some mentors or people that can continue to push you to think about things differently, but also like putting yourself into just more difficult situations into where you can learn. I mean, I think a lot of people get comfortable with what you know and what you do and you can sell the same, you know, roller shade things all day long. But if you’re never really pushing yourself to learn or grow from it, you’re only ever going to know that or do that. And so it’s like, for me, I really wanted to, I guess you’re going to do it for as long as you’re not sick and tired of it, but eventually you’re going to get sick and tired of being sick and tired. so, until that point comes is when you’re going to realize like, these are one of the changes that need to happen. This is what needs to be, how I can shake up my company and to be kind of more what I want it to be. but it just depends on where your drive is. ⁓ Sometimes it depends on the personality that you have working with you too. It’s a big element of who you’re working with or who you’re around or if you’re just by yourself, kind of what you’re selling, you know. So there’s a lot of ways to get stuck but there’s a lot of ways to get unstuck too. William Hanke (42:32)Yeah, yeah, I love that. Yeah, thank you guys both for being on the podcast today. Really excited for Q2. I think it’s going to be a fantastic one for our industry in general and really appreciate you guys insight into everything that’s going on has gone in Q1 and looking towards Q2 as well. Adam Culbreath (42:50)Thank you, Will. Dustin Yocum (42:51)Thank you for having us. William Hanke (42:52)Yeah, appreciate it. Yeah. Wow, what a great conversation with Adam and Dustin today. We covered everything from what’s working right now to where the industry is heading. If you picked up even one idea from this episode, send it to someone else in the trade who could use it. And don’t forget to follow marketing Panes for more conversations like this. Thanks for listening and we’ll catch you in the next episode.

February 24, 2026Episode 5659 min

Retail Reinvented: The Great Curtain Company’s Modern Model

Guest Profile: Lexi Schultz Lexi Schultz is a co-owner of The Great Curtain Company, a woman-owned, mother-daughter business based in Austin, Texas. With nearly two decades in the custom drapery and window treatment industry, Lexi has built a reputation for blending high-end design with real-world expertise, helping homeowners and designers navigate everything from fabric selection to architectural problem-solving. Known for her candid approach, deep industry knowledge, and concierge-level service, Lexi specializes in custom drapery, shades, and design-driven solutions that elevate how people live in their homes. Offer:As a thank you to the Marketing Panes community, Lexi is offering a complimentary Curtain Clarity Call for designers or homeowners who need direction on an upcoming project. It’s a short, high-value conversation to help you avoid costly mistakes and move forward with confidence. Simply mention the podcast when you connect with her. Other Notes/Links: Websites:The Great Curtain Company pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://www.youtube.com/watch?v=L9CcZVXdDzs Click here to display Transcript TRANSCRIPT William Hanke (00:02)Welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals. about what’s working and marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is the owner of The Great Curtain Company in Austin, Texas, a showroom known to locals as the Disneyland of Curtains. Her roots in the business run deep. She grew up working side by side with her mom. We’re gonna dig into that a little bit. her mom who ran a decorating den franchise and then co-founded their own drapery business in 2006. Since then she helped grow the company into one of the largest curtain showrooms in the Gulf Coast region expanding from retail into trade services, custom fabrication, and most recently a new educational platform called Art of Drapery Academy. She’s a savvy sales leader, designer advocate, and unapologetic fan of American-made sourcing. Lexi Schultz, welcome to the show. Excited to dig into some of this stuff. There’s a lot to unpack here already, right? Lexi Schultz (01:09)Hey, well, thanks so much for having me. ⁓ I’m so excited too. I really appreciate you guys and I can’t wait to tell you more about our story and kind of how we work. William Hanke (01:22)Yeah, yeah, well, why don’t you go ahead and take me back? Take me back. How did the great curtain company come to be? Lexi Schultz (01:29)Sure. So my mom, Lauren Schultz, she has owned a decorating den franchise since the early 90s. So when we moved to Texas, I very, at a very young age was following her around at, you know, site visits and things like that, kind of helping her with books and things like that. And she had this franchise for probably a solid 10 years and she grew her franchise into one of the biggest decked-in franchises in the central Texas region. And after she did that for long time, she decided that she didn’t want to be a part of a franchise anymore. She really wanted to dig deep and do her own thing. So she did her own interior design for a long time. But as the early 2000s came around, she had decided, you know what, I want to go back to window treatments. Window treatments were always a passion of hers. And in my entire childhood, we grew up with the most extravagant swag boards and all of the OG 90s stuff that you remember, William Hanke (02:16)Yeah. Lexi Schultz (02:19)know, wallpapered drapes, wallpapered walls, wallpapered everything and draperies that match. And so I grew up with a love of the same textiles and just the overall craftsmanship that go into this. So in the early 2000s, she decided, you know what, I’m done with doing interior design exclusively. I just want to do window treatments again. And she built this storefront from scratch in 2006. And as I was graduating high school, I had kind of two paths to choose. You I could either kind of go along with what I thought I was going to do, which was graphic design. and I’ve been noodling around in Photoshop since I was nine years old. So I had a really firm grasp of design and layouts for magazines and doing all of our advertising and things like that. But when she built this showroom and I did all of that for a couple of years when we first started, I really wanted to get into the tactile beauty of fabric, actually touching and seeing and working with real textiles versus everything being conceptual on the computer all the time. So I really leaned back into interior design. but still work both side by side. So in 2006, we built this beautiful storefront. It is not a franchise. It is family owned still to this day, 20 years later. It’s still the two of us. And we have a great staff and installer on staff and everything to be able to help us make some of the most beautiful treatments you can possibly imagine. Yeah. William Hanke (03:37)I love that. That’s great. What’s it been like building something like this with your mom? Lexi Schultz (03:42)It’s been both fun and challenging. So I am an only child. So she is literally my best friend. She’s everything to me. And so when we built this storefront, was initially her vision of just having wall to wall custom draperies that were ready made. We had a concept in 2006 when we first started where it was dominantly just beautiful silk draperies, because silk was the thing in the early 2000s. a very Tuscan Italian Mediterranean style showroom for the central Texas region of that time. And her concept was just, want to have beautiful off the shelf, high quality, handmade in the US type drapery. And we did that for many years until we saw more architects building and developing bigger homes, bigger windows that required custom. So that’s where we just fully went into custom. But building a brand side by side with a family member. It’s been really rewarding, know, her having all of the experience to be able to produce a business model that allows me to kind of pick up the torch now and be a face person for our brand and still be very much in touch with today’s trends, having all of the knowledge, but also the current foresight of where, you know, our business model is going. It’s been fun working with her side by side for so long. Yeah. William Hanke (04:58)That’s great. So my daughter Amber works with me too. she so I understand I understand the dynamic ⁓ Lexi Schultz (05:01)⁓ yeah, for sure. We certainly have our moments. I’m not gonna lie and say we don’t have an all out, you know, fight over something or a concept both of us don’t agree on. We do a lot of designing for the showroom as far as having display pieces and like what brands to bring on. William Hanke (05:12)Right. Lexi Schultz (05:18)So we don’t always see eye to eye as like what drapery we want to make on the wall or what Roman shade we want to make for a display for this season. But beyond that, we’ve been working together so long that we really have a very know, tandem style of how we’re gonna do the future building of the store. William Hanke (05:34)Yeah, it’s fun. The dynamics great. And I’ve given Amber, my daughter permission to tell me no, because as a visionary, you’re like, we should do this, and we should do this, and we should do this, right? So I need somebody to kind of keep me focused. ⁓ Lexi Schultz (05:39)yeah, absolutely. Exactly, exactly. She’s a very, she’s a great idea person and I like to be more of an executor. So it’s a good combination, but sometimes where it’s like we have so many ideas, but we want to do them all at one time. And it’s not totally logistical to do that, but we can. William Hanke (06:02)Yeah, I know exactly what you’re talking about. I know you probably started out in the mail room or whatever and worked your way up. So how have you seen over the last 20 years the businesses evolved? Lexi Schultz (06:04)Yeah. Yes, exactly, yes! Yeah, so like I mentioned before, we started off, our concept was strictly just walk-in traffic. We did newspaper magazine ads in the day. We had magazine ads. There was no real internet advertising at this time. It hadn’t become quite a thing just yet. And so we really relied heavily on being open six days a week, you know, 10 to five, having clients come in and do, you know, design on the fly where they bring pillows or they bring sketches of their window configurations. And pictures on a camera phone or even print it out at that time. And so people would bring a lot of homework with them just without even making an appointment. It was full walk in and we could sit down and look at things on the wall and go, this is the one. But in the last decade, specifically from like 2013 to 2019, we saw a huge shift in not only not wanting to something off the shelf, really honing in on customization. So we brought on a lot of different suppliers and vendors when it came to hardware. when it came to fabric and then ultimately buying in and building our workrooms that can support a much larger scale than we had initially thought the showroom was ever going to be. So in the last 10 years or so, we’ve William Hanke (07:23)wow. Lexi Schultz (07:25)seen walk-in traffic kind of dip. I’m pretty sure anyone in this industry who’s got a storefront, a brick and mortar has seen the same thing since the pandemic. But we started to see just a bigger trend at that point of online people, different vendors from around the country providing things and being able to drop ship. So the world really changed probably after 2013 for window treatments specifically and having to really cater to more of a one-on-one experience, making an in-store appointment. Walk-in traffic wasn’t the big flow anymore. We had to spend a lot more on advertising to get calls and build campaigns around that that would support people finding us, not just assuming they’re. walking by or getting a coffee, which we’re in a coffee shop area, and coming in like they used to and going, this is perfect. Let’s buy this right now. It doesn’t work that way anymore. William Hanke (08:10)Yeah, yeah, the audience is still there. They’ve just changed location, right? Lexi Schultz (08:13)Absolutely, absolutely. we change with it. The beauty of what we’ve done in keeping it small, but expanding internally, my mom and I are really good at pivoting. So we can kind of see trends coming at us and go, okay, we’ve seen enough of this as far as it’s shift in our marketing. We’ve seen enough of this type of group of people reaching out. We’ve seen enough of this ⁓ type of product out in the market that we need to jump into, that we need to bring on. So we’re good at adapting. But it’s certainly, it’s been kind of a Mr. Toad’s wild ride, you know, because up and down with the retail marketplace ⁓ today, can be no one tomorrow, there could be 50 people calling. So it’s one of those things that we just have had to adapt specifically since the pandemic, but even before that, we were seeing walk-ins and the concierge level needing to be more of how we built our brand around. Yeah. William Hanke (09:03)Yeah, what’s one thing you’ve learned working in a family business that others might not expect? Lexi Schultz (09:09)probably just the amount of time in your life that you’re going to dedicate to your job. A lot of people and you see the memes online that are like, it must be great to run your own business. And then you see somebody like completely passed out asleep, you know, at the wheel or just waiting for the day to end because they don’t, they’re so tired. And so having people understand that you are going to take your business everywhere with you, whether you are sitting in the showroom, whether you are driving home, you’re going to be pulling over and sending a text to somebody. Whether you’re on an airplane at an airport and you’re managing an installation back at home, you are texting them and telling them, I can’t talk. I’m getting on an airplane, but I’ll get back to you in two hours. I even equate it to recently we went to Disney World and I’m laughing saying I’m sitting here with Mickey ears and I’m texting on my store phone to clients while I’m on the monorail. You know what I mean? Like this is the level that you take with you and blessing and a curse. But at the same time, you’re You’re so into your business and having your connections and your installers. There’s not really any one person you can pass the buck to when it’s your own business that you independently own and operate with yourself or a family member. William Hanke (10:18)Yeah, and it’s hard to separate, right, from the Lexi Schultz (10:21)It is super hard to separate. That’s what we’re kind of trying to kind of build in 2026, our systems that are going to allow us to not necessarily be more autonomous, but at least have touch points that we can prioritize because we manage anywhere from 30 to 50 clients a month with 30 to 50 installations happening a month. And so any point of the day, nighttime, two in the morning, I’ll wake up in a sweat and have a question on an order. It doesn’t stop. There’s nothing you can do to really like turn it off when you have your own. business, which makes us very successful. We’re very much all about our clients’ William Hanke (10:54)Yeah, yeah, yeah, I definitely think that’s a big part of it. You want everybody to have a great experience overall, right? And you’ll do. Lexi Schultz (11:01)service. I grew up with the mantra of the customer is always right. And then you have just this background of generations of my mom and her mother being in an industry of customer service like this. So it means a lot to be able to take that and bring it into the 2026 because you don’t see it as much anymore. People who really care about your experience, whether it’s at a coffee shop, a restaurant or walking into a high end furniture store. The general feedback I feel as a consumer going in is I wish you would service me like I service my people, you know? And so that’s just what we’re trying to keep going with. We’re not going to stop that. William Hanke (11:32)Right. That’s great. What’s one moment working with your mom that still makes you laugh or taught you something big, even if it didn’t feel like it at the time? Lexi Schultz (11:47)We used to hours building magazine ads because this is when magazines were the thing. Early 2000s, Texas Home and Living, in Austin we have a company called Austin Woman Magazine. We were in the Austin Statesman. This is how we had our clients find us was hard magazine ads before the invention of AI or the internet when it came to advertising. We used to be, because of my graphic design background, I would just kind of take the reins and start building the ad. But then she and I would sit there and start tweaking it. And this would be turned into like, you know, having wine night and making pasta and working on the ads and things like that that were just felt so monumental at the time because they were so difficult. But now 20 years fast forward, we are doing. such a different approach to advertising that, you I feel like all that work we put in in the early 2000s to build the brand and be able to know what colors work and what stylistically we wanted our ads to look like has made our job a lot easier when telling our advertisers now, hey, here’s what we want. Here’s our branding. It’s really built this like ⁓ runway for us to be able to not stress about how we want to present ourselves to the public. So We spent hours laughing, crying, yelling at the computer, making ads, uploading them at 11:55 p.m. before they were due the next day to go to print. And then nowadays I’m like, I go back and I laugh at it because that was so much physical work that we had to do. A lot of it’s been the relief valve’s been pulled by using AI, but AI is just a tool you can use only if you know what you’re doing with it. So having all this background as far as how to make this brand feel cohesive through the years, has been the biggest like, ⁓ I’m glad we put in the time on that, you know? ⁓ William Hanke (13:37)Yeah, yeah, that’s great. So I want to shift a little bit talk about sales, buyer habits and things you mentioned. You mentioned retail has changed a lot since the pandemic, especially people are shopping a little bit differently now. Walk us through what somebody sees when they walk into your showroom. Lexi Schultz (13:52)Mm-hmm. William Hanke (13:56)What’s the first kind of like wow piece that they notice? Lexi Schultz (14:00)Absolutely. So I know we’re a little cropped right now, but we have about a thousand square feet of a very long showroom. So when they walk in, I have these stunning velvet draperies with a big set of trim on them. And they kind of set the tone because they’re oversized, they’re 14 foot tall, they’re on a gorgeous rod. And they kind of separate the front half of the showroom, which is dominantly display product and Roman shades and a tactile finished product. So they can see what a finished drapery or cornice box looks like. And then as they kind of like explore the rest of our showroom, we’ve got all of our fabrics. We’ve got shelving units. We’ve got everything back here that feels more curated and more come sit down and explore the materials is kind of the feel in the back of the store. That’s more of the studio. This is more of the front facing part of the store where people can touch and feel and see a pinch pleat and pull it on a track system. So having a really dynamic amount of visceral. reaction when people walk in to see textiles from silk to linen to velvet, everything, and then really knowing they can step back here and, my gosh, look at all this choice. That’s where we come in and really provide that concierge service of pairing what they want with the right fabric. So we’ve got studio and then we’ve got like actionable, visible workroom in the front. William Hanke (15:10)Yeah. Is the, is the showroom continually changing? Are you guys pulling stuff down, putting new stuff up? Lexi Schultz (15:18)my gosh, yes, Will. I mean, after this call, I literally have to like, you know, go take my jacket off and move a drapery two feet to the right, because we just got some new stuff. So I’m always up and down on a ladder. We’re always here after hours rotating and changing things, especially if we bring on a new vendor. And it’s really hard to room in a small amount of square footage to keep bringing on bigger and better things. But we do really drill down on what are our top sellers. That’s been the most important thing. I do not keep in my showroom anything that I don’t actually sell. William Hanke (15:20)Thank Lexi Schultz (15:47)because every inch of square footage is profit. It’s also ⁓ a vision to show my clientele of what is the latest and the greatest. So anything that doesn’t meet a lot of standards for us, we’ve been able to just kind of trim the fat over the years. But we will always sit down and probably rotate at least once, if not twice a year, major display products. ⁓ And then we have kind of a big clearance sale seasonally so that people can come in and buy one off display drapery or a beautiful mock Roman topper or something so that it doesn’t just go to waste. William Hanke (16:17)I think you’ve got great energy and I think obviously that plays into all of this as well. So what role does story playing, inspiration play in closing a sale today? Lexi Schultz (16:27)Yeah, mean, just what we just talked about having the storefront when a client walks in makes them feel like, wow, these people know what they’re doing. They’re going to know how drapery is supposed to hang. you know, what every section of my store kind of has a slightly different vision. So there’s kind of a neutral version of the of the linens and the shears and the things that are very now, you know, very background oriented. And that section of the store shows a story of neutrality and how you can use that as a backdrop. but there are some wildly flamboyant birds and geometrics and things like that as you continue into the storefront for the person who’s more of the maximalist. I’ve just felt that. William Hanke (16:58). Lexi Schultz (17:04)having so many products on display of so many different styles, never just drilling down and doing, I’m doing my whole store in white, or I’m doing my whole store in black and white. It just doesn’t work because in drapery, no two homes are the same. I almost never sell the same thing twice the same way. So having people come in and see the storytelling that I can build for them, this is the neutral. See how this resonates with your home after I see photos of the space or if I’ve made a house call. ⁓ No, you have all these beautiful wallpapered pieces you brought with you. Let me show you what you can do over here with grasscloth textured and all kinds of cool embroidered silks to really bring their space to life. So mixing and matching and never having a limited amount of things to show has really played well to the storytelling and the support of the sale. Because if the client can’t touch it and they can’t see it and they can’t actually walk in and go, that’s what my house can look like. I found that almost instantly they lose the ability to understand what drapery’s value is in a space. William Hanke (18:04)I love that you’ve turned it into an experience. ⁓ And I think for like me as a husband going to something like that with my wife, because she’s got a vision, she’s got the ideas, and I’m like, I have no idea what you’re talking about. ⁓ I can see having that kind of an experience kind of, you know, making us get it a little bit. ⁓ And she would have a great time. Lexi Schultz (18:08)yeah. Yeah. Yeah. Yep, yep, absolutely, absolutely. We always joke. I always have so many different couples and different dynamics that come in our showroom. and we have a fun Mexican restaurant kind of in our shopping center and I always laugh and say, okay, if the husbands don’t want to deal with it, they can go next door and have a taco and a margarita and come on back when we make all the decisions. So it’s fun to have the ability for people to be comfortable in a space where they don’t feel like, my gosh, I don’t know what I’m doing here. Someone’s gotta take the lead. So I try and really embrace everybody’s ability that whether you know everything that you want for your house or you know nothing, I definitely can relate to you on those levels. William Hanke (18:40)Yeah, yeah. What are some of the biggest mistakes you see buyers make when it comes to drapery? Lexi Schultz (19:04)Well, there’s a lot, unfortunately. ⁓ But I can definitely just highlight one or two that I’m seeing a lot recently. Buyers, again, without having the knowledge of what custom can do for your home, that only comes with years of experience, someone like me to come in and go, OK, here’s what is going to happen when you do custom. But in addition to that, having the storefront touch it, see it, actually experience it, and put your hands on it. Because buyers are making huge amount of investment right now in these kind of semi-custom drop ship type draperies from online. And while there’s certainly a marketplace for that, I feel like if we’re comparing apples to apples, and that’s a lot of what I’ve had to re-educate and re redirect the language and the voice with my client is you’re showing me an Amazon drapery or you’re showing me something from a drop shipping company overseas. and you’re bringing it in and assuming that this is going to look exactly like what my showroom looks. Why doesn’t my showroom cost what this costs? And so I’m finding clients are even making those decisions on their own. They’re not spending small amounts of money. They could easily still spend five, six, 700 bucks on a ready-made set they’ve never touched, they’ve never seen. There’s no representative to sell it to them. They’re gonna get it and then they’re gonna call me because perhaps the hardware fell off the wall or it didn’t support the weight or it wasn’t at all what they wanted. And I gotta come in and save the day, whether it means rework. which we do a lot and we offer that. I don’t judge. I’m happy to hem, alter, pleat, do whatever you want with your existing stuff. But sometimes we got to go from full scratch where you made an investment that just did not work. And if we can’t repurpose it somewhere else because I’m a good guy and I want to help you, we got to start from scratch with what you really needed, which was custom from the beginning. So people not fully exploring the options and just assuming. William Hanke (20:40)Yeah. Lexi Schultz (20:44)Amazon can take care of me or this site that I got retargeted by on Instagram can take care of me and then they’ll make an investment and then go, gosh, what I’d spent on this, I wish I had just put a little more in doing it the right way. So that’s what I’m seeing a lot of right now and trying to actively educate everybody the difference of it. William Hanke (20:56)Yeah. That’s great. Yeah. You run into that. I think it’s called sunk cost fallacy, right? Where they’ve sunk all this money into something and they don’t want to scrap it and start over because I’ve already put all this money into it. Lexi Schultz (21:12)Exactly. As we say in the South here, you’re spending good money after bad. You’re literally spending good money and then all of a sudden you’re like, I have to do this again because I didn’t pay attention to all the nuances behind it. So yeah, I totally get it. It happens a lot. It is a learning curve. I’m trying to save people some money here because if you just skip that step entirely and talk to a real person like me, I’m going be able to tell you 10 reasons why that will work or that won’t work kind of installation. William Hanke (21:18)Yeah. learning curve. ⁓ Yeah, yeah. So let’s talk American made. Work behind your commitment to sourcing domestically. Lexi Schultz (21:47)Yep. So this is something that I felt really passionately about. ⁓ About maybe eight to 10 years ago, we started really seeing just the lack of quality and products and manufacturing that we were having that was imported in second or third generations kind of re-tagged and sold to me through a high-end brand. And I’d go, OK, you know, this product doesn’t meet the standards of what I’m selling. I’m selling a high-end luxury experience to this client. This product has is riddled with flaws. This product doesn’t work or support. It’s not consistent enough. So we actively in the last five years and even before this tariff nuttiness, which we’ve really amped it up in this past year, ⁓ have tried hard to source not only local to Austin, we have several companies that are ⁓ steel makers that do like wrought iron fences and things like that in our community that we work with to make some of our in-house ⁓ private labeled brands of drapery hardware so that we can skip over a lot of steps when it comes to shipping or dealing with customs or any of that. William Hanke (22:37)⁓ Lexi Schultz (22:45)Now I’m not saying there’s not a part or two that’s just impossible to make because the US is really, is really lacking a lot of infrastructure when it comes to mills and supplies that we need in the drapery industry. So there are some rings and components that I’ve started sourcing from Europe or Canada and other suppliers around the country and around the world. But as far as the guts of it, having a manufacturer that is always sewing my product here in the States, we have three workrooms that we’ve bought into. Local, in North Texas and then in another state. So I have three workrooms working simultaneously to sew all my product by hand in addition to making sure that it’s inspected and shipped and all made within the states. The hardware we stock here in our warehouse here in Austin to avoid a lot of freight issues around the country. So we’re just making it and stocking it. In addition to that, having materials. with base cloth ability for me to print onto is kind of been something we’ve started dabbling with in the last five years because of supply chain issues and with COVID and everything, was sometimes you’d find a pattern you love and it just immediately got deleted from the mill or you’d never hear from that mill again. So we’re starting to develop in our graphic side of things, a line of custom printed materials where the base cloth is here in the States, it’s woven here, it’s stocked by the thousands and we can just cut it. literally have it printed with a pattern on it that’s never going to get discontinued. So we’ve really tried to build our own infrastructure to allow us to be nearly pandemic proof as they say, to be nearly tariff proof to the most ability that we can. William Hanke (24:17)That’s great. Can you walk us through how you balance the custom printing in stock goods and the mills little fabrics? Lexi Schultz (24:23)Yeah, absolutely. So we have kind of tiers of price points that I present to my clientele. It just depends on what the project requires. Sometimes people are looking for a basic off-white linen or neutral, and that’s something that I stock here in the States. And I’ve got maybe eight to 10 fabrics that we keep on hand at all times to be able to manufacture and make huge size draperies in a super high quality fabric. So there’s kind of tier one. Perhaps I’m in a project scope where we need a really specific stripe and it just doesn’t exist in any of the already prefabbed collections. You know, you’ve got your fabric cuts, you’ve got your trend fabrics and some of the bigger names out there, but perhaps the actual print just doesn’t exist. So we will pivot to a custom print job. Yes, you’re going to spend a little more, but considering what you’re getting, no one else is going to have this drapery on their walls. We are making the materials design online, we’re getting the color dyes to match your Benjamin Moore or your Sherwin Williams paints, and then we’re going ahead and doing test printing and then ultimately printing the full design. So we’ve got kind of tier two if it ends up where we can’t find what we’re looking for elsewhere. And then tier three, I have a lot of suppliers actually right now out of Belgium and Europe that are building and making beautiful linen textiles for me to bring into the States. that I’m by the bulk to be able to keep here and never have to have anyone else have access to their exact exclusives for our company that we can print on, that we can actually store here, and then ultimately sew and fabricate with our local workrooms. So we’re working hard to make sure there’s a budget and a price point for everyone, but still with the forefront idea of keeping stock in the States, making sure it’s made for the customer at the level they need. William Hanke (25:51)Wow. That’s great. Lexi Schultz (26:03)Yeah. William Hanke (26:03)have tariffs and supply chain issues kind of affected your overall decision making? Lexi Schultz (26:09)Specifically this last year, huge. Like I said, we are trying really hard to stock the product so that we are not having to bring in, you know, 100 yards here, 100 yards from over here and make sure that we’re always staying in a price point that is comparable to what clients are expecting these days. Prices have risen and we’ve had to have those conversations. They’re hard conversations to have with people. I have previous clients from 10, 15 years ago where maybe they just want to match a product that I made for them and I can no longer do that because of what happened with COVID and vendors fell off and things like that. But they’ll come to me and go, fine, let’s make a new set. And they’re kind of wildly surprised at how things have changed. We are still the most competitively priced custom workroom in my area. But at the end of the day, things just aren’t what they were in 2006 to 2013. So making sure that I have a large amount of inventory, William Hanke (26:57)Sure. Lexi Schultz (27:00)⁓ local suppliers that can build and make the hardware, because the hardware has been the hardest part, honestly, out of all of this. Manufacturing thousands of little drapery carriers isn’t just something that you can go on the street corner and have somebody do. So having a vendor and a supplier in the States that keeps them in stock, or not bringing stuff in from overseas or dealing with customs when we can avoid it, has been a huge driver for me to keep costs down, but also make my client happy. So we’re not waiting months and months for something to get made, drop shipped, and then ultimately stuck in customs for an infinite amount of time. So really honing on the products that are our top sellers and keeping them here in Austin. William Hanke (27:36)Yeah, I’m getting a lot more calls from manufacturers and vendors because they’re suddenly competitive, right? They have the things that you mentioned are causing problems ⁓ and they want to be in front of more dealers, obviously. For listeners that are shifting more sourcing stateside, what advice would you give them? Lexi Schultz (27:40)Mm-hmm. Yeah, exactly! Yeah! Yeah. But to be open to your local radius, like I said, I didn’t realize that we had any kind of manufacturing ability here in the Austin area until I spent time looking and going, wow, these guys did a great job doing the fence for me. Would you be able to powder code and make all this custom hardware? The short answer is yes. You just got to ask. You’ve got to see if you’ve got local ⁓ contractors or GCs that can build these track systems for you. A lot of them can if they have the right components from the the manufacturing or the steel manufacturer. When it comes to sewing, always open your eyes and see if there’s somebody in your local community that might be able to pick up the complexities of drapery because unfortunately, sewing a fabric and drapery is kind of a dying art and we’ll get into that I’m sure in a minute. But as far as having local people that have generations behind them, putting ads out in your local next door neighbor apps, that’s where I’ve found a lot of really great installers or people that had background in this industry. But just weren’t advertising it openly, you know, on LinkedIn and stuff like that. So being able to kind of dive deep into your local probably 15, 20 mile radius doesn’t have to be far. I know a lot of people aren’t as populated as Austin, but having resources that make sense that are parallels to this industry, you might have somebody that can help pick up a lot of the ⁓ anxiety you’re having about not having to ship stuff from overseas if you can avoid it. William Hanke (29:04)Yeah. Yeah, that’s where my mind was going was the shipping costs. You’re going to save a ton in shipping just by finding local. Lexi Schultz (29:21)Yeah. yeah. Insane, insane amount of shipping. I get 18 wheelers on here. Just state to state right now is sometimes crazy expensive, but having shipping from overseas and customs and then tariffs at the bottom end of the day, you’re like, this product cost me $10 a yard. Now we’re up at $45 a yard. I might as well have just picked something that was right here in the States or made in a manufactured mill in the States. So it is, they’re at the same rate at this point. And now it’s just a matter of opening your eyes and spending the time because what I’ve found with window treatment experts, ⁓ Like myself and other designers is we kind of get in a rut We only want to do what we know and so having to learn something new Midgame after so many years in and going. Okay. This isn’t working. How do we pivot? Because again, we’re really great at pivoting but we spend the time to we let the mistakes happen and then Spend the time to find the right direction if you do that now you’re saving yourself years of pain of just struggling through low profit margins issues freight ⁓ damage that happens all the time. yeah, really just opening up and seeing what’s in your immediate vicinity. You might be surprised. William Hanke (30:28)That’s great. I love that. Great advice, too. Thank you for that. Lexi Schultz (30:32)I try, I’m trying to make sure everybody knows that there is a path forward for window treatment experts in the US. You’re not having to rely all over the world if you don’t want to. William Hanke (30:40)Yeah, yeah. So you’ve launched something new, Art of Drapery Academy. What inspired that? Lexi Schultz (30:46)Yeah. Well, I think it came from just years of watching. This is, by the way, this is specific to interior designers. This is my passion project for them because it’s a love letter to drapery being a dying art. so having it be something that isn’t, isn’t wildly chosen as an industry, you know, it’s, a very niche market these days. A lot of window treatment experts like my mom. are kind of generationing themselves out. They’re starting to retire. They are not wanting to pick up the torch and keep doing this anymore in a front-facing retail way. So the academy I built from both sides of the fence when I was in the mail room in the beginning, essentially, scrubbing and cleaning and putting all the fabric books away and really listening in the workroom, like what we can and can’t do with fabric and picking up tips and tricks from her at job sites and watching installers for years. So having that side educationally, but in addition to that sales side, there’s almost no sales ability these days. Everybody who just wants it to just work or put it in an online cart. So having the ability to have drapery and sell it is one of the biggest arts that is such a lost art. And so being in retail sales for so long, I’ve got 20 years of experience to tell you why this is going to work, why this isn’t going to work. And I’m trying to really open the eyes to the current designers that are in those William Hanke (31:47)Sure. Lexi Schultz (32:07)kind of 30 to 50 year old structure that are in their prime and they can pick up another skill that might have otherwise really scared them. So that’s my passion project. We’ve been kind of soft launching it and we’ve got some, we’ve got our Instagram up right now and we’re starting to kind of collect names and build courses and classes. There’s some freebies on our site right now, but overall it’s just one of those things where I want to make sure I’m hitting the right market because it’s only for designers. The retail public doesn’t need to care about those unless you want to go into the window treatment industry. But making sure that William Hanke (32:25)Okay. Lexi Schultz (32:36)this art of how draperies get made correctly and how to sell that there’s a platform to have a designer go, this feels easy, this girl can teach me something that I otherwise would never have picked up. But it’s profitable, it’s something you can do, and it’s an easy extension of your current design brand is what I’m really trying to get across to everybody. William Hanke (32:55)That’s great. We’ll make sure to link below on the show notes, links to all this stuff that you’re building for sure. Lexi Schultz (32:59)Yeah, William Hanke (33:02)What gaps are you seeing in designer education right now? Lexi Schultz (33:07)The gap is massive. It’s almost like a void at this point because designers are one of two animals and I love working with everybody from the design industry, but I found that you’re either you’ve been in it for a long time, perhaps you have all your certifications, you’ve gone to college, but this amount of drapery knowledge wasn’t taught necessarily at the college level. So this was the ⁓ build it as you go type experience where a lot of designers struggle with it. They just let their workroom rely on them and let them make the decisions. but didn’t know that there was an opportunity for them to have a voice in their own drapery designs. So I found that kind of more of the classic to traditional design ⁓ way of going about it. You went to college, but perhaps weren’t taught drapery, and then you just kind of went along the way. You found a vendor and you latched on, and that’s who you use. And that’s great. That’s fine. But it doesn’t necessarily leave you a lot of options on expanding your radius on drapery. Then you’ve got the designers over here that are the self-taught ones. There are so many these days, and they are in incredibly talented and these are the ones that we see more and more on Instagram or with their own TV shows and things like that where they’re not classically trained William Hanke (34:11)So. Lexi Schultz (34:14)but they absolutely have the eye, the style and then the marketing behind them to be able to get in front of the right audience. William Hanke (34:14)You Lexi Schultz (34:20)Drapery to them is the scariest thing on the planet because it’s a high value, expensive, essentially mistake if you don’t know what you’re doing. So having these two paths of designers, everybody’s welcome when it comes to our academy. And in addition to that, great curtain company, Brand, we support designers with a VIP trade program where if they really truly just don’t want to do any of it, they want to keep doing their thing, which is tile and paint and chandeliers and rugs and all of that, go for it. But let me be your girl to come in and help you and make sure that you’re getting your draperies the way that you want them, that they’re going to follow through on your vision. So having an option of you want to learn, we’re going to have that academy for you. But if you are necessarily wanting to go that route, you want to have it just look the way you want it to. I’ll be happy to step in and actually be your concierge and your voice for draperies. William Hanke (35:08)So for those that want to learn, what kind of topics are you teaching and how are you structuring the courses? Lexi Schultz (35:10)Yeah. Yeah, so a lot of the topics are circled around, especially the most recent ones we’ve started on. I’ve got some free downloads on the site right now. We have a course called Linen Logic, which is probably about 30, 45 minutes of me really showing examples of different linens and how to embrace blends versus just leaning into the fact that, 100 % linen is the way to go. There’s a lot of good and bad that goes with a lot of different textures. And if you don’t know the nuances of how it’s going to hang or how it’s going to pleat, a lot of times your project’s gonna end up a huge expensive fail. So I’m trying to kind of hit the bullet points of how do we make sure you’re selecting fabric for the right client? If this client has the right home for this style of fabric and how does it get applied to drapery? So a lot of courses and just tips and tricks with how to make sure you’re selecting the fabric initially at the right phase for the right application. William Hanke (35:47)Okay. Lexi Schultz (36:03)But I also, like I said, building my sales course right now. We’re having a master class. We’re hopefully going to launch later this year. I’ve got a wait list right now as we’re building all of the content right now. having the ability to sit down and go, no, I want to learn how to sell this and I want to be a rock star at it and I want to increase my profit levels. There’s a whole second part of the site if you’re looking for that, not just tips and tricks. William Hanke (36:11)⁓ good. Yeah, what platform did you do this on? Lexi Schultz (36:27)This one was built on Shopify, actually. Yes. Yeah. I found it to be fairly easy. William Hanke (36:30)Okay, cool. Lexi Schultz (36:33)And it’s one of those things where with such a developed background in graphics that I’m able to do it and manage it myself and not fully rely at this time on a secondary web developer or anybody who has to manage it. Once it gets bigger, I’m sure I’m going to be like, let’s have somebody help us just for the logistics part of it. But being able to see my concept and put it together, Shopify was really easy to work with for this. William Hanke (36:56)Okay, interesting. What’s been the biggest challenge in getting that off the ground? Lexi Schultz (36:57)Yeah. Yeah. So it’s been really a combination of things. I didn’t realize when I have this, I’ve had this idea for so long and putting it together and executing it, had professional videography, we had professional photography, we used our showroom as basically the commercial for this entire academy and the knowledge courses that are gonna go with it. And to also show off our concierge services, how we go about our process, how we select it. So building all of the content, I guess I was. in over my head as far as wanting to make sure that we had enough video, enough professional photography to make it feel like you’re standing here in our studio with me right now. ⁓ So that was the biggest stumbling block where I’m like, have the idea. I know what structure I want. I know what I want to teach. But how do I make it feel engaging and like you’re actually here and you’re not just watching some boring course online? Yeah. William Hanke (37:39)I love it. Right. Do you think education is a growth opportunity that more window treatment pros should explore? Lexi Schultz (37:59)I do, I truly do. And I help more people see the profitability in it. When you start off in your own entrepreneurial business, you’re not sure how it’s gonna go. You definitely believe in it enough because if you’re an entrepreneur, you don’t stop. You just keep building and you keep going. So that’s what we’ve done since 2006. But having someone stop and go, we need to grow this industry and… I need to be able to be a voice or an extension or a hand, a olive branch essentially to reach out and find a new generation that wants to be a part of this industry. That’s what my real hope is here because I’m not seeing, you know, 30 something, 40 something designers anymore that are wanting to learn a new skill like this or going one step further, the sewing element. Our workrooms have so many beautiful, wonderful seamstresses in them, but they are, unfortunately, their bodies are aging out. And so they’re not able to sew those 20-width pairs or two-story ripple fold draperies the way that they used to or at the speed they used to because humans are still involved. And so having the growth opportunity in our industry, I would love to see more younger generation wanting to develop a trade, learning the sewing element, the production element, the building element. I’d love to see more people getting involved in that trade because it is highly lucrative and highly profitable because there’s such a need for it around the US. But in addition to that, having designers grow their current ⁓ bottom lines and ROIs based on the fact that they’re just adding one more skill set that they can charge hourly, they can do markup on, they get with the right workroom, they’re gonna crank out draperies every time if they can market it correctly and get it positioned in front of their clients. So growth in the sales form when it comes to the designer, but also I would love to see a huge growth in the explosion of a younger generation taking over the workforce that’s producing all these beautiful products behind us. William Hanke (39:50)Yeah, now a lot of the younger generation is doing what you didn’t do and going into graphic design, right? That’s a big one. ⁓ Lexi Schultz (39:56)They are, they are, absolutely. that’s gonna get them very far too. need, there’s a huge need for that as well. And these products don’t sell themselves. You’ve gotta have that type of archetype to be able to do both. know, be in design, but also be in graphics. So that’s awesome. William Hanke (40:11)Yeah, yeah, how has your graphics design background helped you as a business owner? Lexi Schultz (40:18)think it’s helped me be able to visualize with my clients and show them what the finished product is going to look like. So before the advent of AI, we relied solely on full length, drapery panels and being able to hold it up and just use my natural ability to create a world for them verbally, how this is going to pleat, how this is going to hang. Knowing in my head what it’s going to end up looking like on their window was something that only lived here for so long until recently, once we had all these developments with ChapGBT. William Hanke (40:42)Yeah. Lexi Schultz (40:46)and the ability to pop out a rendering within seconds, I can now, with so many years of knowing what I want to say to my client, give this into the prompt, put the window in it, and get fairly close to generally what the space is going to look like. So this has been a huge tool for me to finally be able to use because I was just relying solely on my natural ability to tell people, OK, here’s how it’s going to look. We would do a lot of sketch artistry. We would do a lot of drawing. We would do. composite images, if it was a really complex project, that’s where we bring back the Photoshop skills and I was physically doing it myself. But now, having this graphic design background has made marketing a lot easier for me, it’s made my content a lot easier to share and keep it cohesive with my brand. But on top of that, showing the client ultimately what the finished product’s gonna look like has been just exponentially easier these days. So yeah, having that as the first part of my brain and now being able to apply it to design has been wonderful. William Hanke (41:35)Yeah. That’s great. And you mentioned jumping into AI early. ⁓ Tell me what is your favorite platform, LLM, to use? What is your best case scenario for that? Lexi Schultz (41:51)Yeah, so I’m currently still a chat GPT girl. However, I’ve been able to manipulate it the way that I need to to be able to get my drapery logic in there and make sure that we have all of the steps and the right kind of rendering that I’m gonna want. Uploaded plenty of example images of how I want my final product to look like and then I can use my ability to explain how the fabric hangs, what the repeats are and things like that to end up with a beautiful product to show my clients. So the AI element when it comes to visuals has been really helpful. But in addition to that, just keeping the messaging on target. Being able to do audits of my own website and make sure that the content feels like our brand or like my voice. I don’t just use it and let it spit it out and just print whatever it comes up with. I spend a lot of time inputting information and making sure it understands our tone and how our style is and make sure that we don’t start drifting and looking like somebody else. it’s been a… Couple years of really honing in to make sure that when I open the app and I wanted to do something, I’m not having to have it remember everything every five seconds. giving examples, spending a lot of time with it and making sure that it knows your brand fully before you even produce one image or even before you produce one bit of content is real important. Don’t just rely on AI to say, hey, I want to know what black and white drapes look like in my office. William Hanke (42:54)Great. Lexi Schultz (43:09)OK, it’s going to come up with something for sure. That’s its goal. But. William Hanke (43:09)Yeah. Lexi Schultz (43:13)Having the ability to rein it in is a totally different animal. And so that’s what I really enjoyed. I know there are so many better rendering programs out there. I think it’s because I have the showroom still. I’m still a brick and mortar that I still really rely on the ⁓ old school way of sales and holding up the fabrics and stuff. And then I moved to rendering when we hit an impasse where I really got to show somebody something. So I use it, but as a support, not a crutch. It is not what I’m building the brand around. William Hanke (43:33)Yeah. Yeah, but I love that you’re jumping in head first into that world. Lexi Schultz (43:42)Oh yeah, had to. mean, there was something that it’s like a person who’s been in graphic design and my mom has been doing marketing even before she was doing design. She and I were like, this is incredible. Can we just play around on this? We would just have nights where we would just ask it questions and see what it could come up with. What is it capable of? And it’s a lot, but as long as you’re using it, like I said, as a tool and not as a absolute substitute for sales or being able to have human interaction or be able to have still the tactile environment to walk into, this industry can be irreplaceable if we make it. William Hanke (44:16)Great. Yeah. Let’s talk marketing. What channels or tools are delivering results for you right now? Lexi Schultz (44:23)Yeah. So when we first started in 2006 to 2013, we relied really heavy. Once PPC, per click, came into the mix, that’s where we spent almost all of our investment. It went from magazines and then it moved very quickly from Austin American Statesman and print advertising, which was crazy expensive at the time, to then moving into Google and pay per click and then SEO. And we started with a very modest budget. And then as everybody got into it, the budget started getting bigger and bigger, but it was still paying off for us. Again, specific to the last probably two years, I’ve seen a huge differential in how PPC works, at least in my industry or on my brand. PPC is now just a support. It is almost like a billboard or the yellow pages. It is definitely not something where I’m going to click it and this is my absolute authoritative selection anymore. It’s now we have to spend a lot of time with SEO management, updating our website, having content rich posts on Instagram. We do a lot of cross promotion with other designers and making sure that we’re doing collaborations with them. I’ve got a few independent designers that we have an exclusive fabric line with. And so having this kind of cross communication, working with people in my industry that are on my level of sales and what they’re trying to do ⁓ brand wise, but then spending a lot of time making sure that all of our words and text and text and verbiage meets what I’m trying to say and hit the right marketing. I spent a lot of time on Instagram. Our site has a very developed backend and it’s one that we keep up regularly. I have a monthly meeting scheduled tomorrow with our team to be able to review where we are with PPC and SEO. But if you don’t keep these things updated, it’s specific to SEO. That’s where AI is starting to pull a lot of its information from these days. So if you’ve got a beautiful site and a beautiful portfolio with maybe like less than a thousand words on your whole site, you’re not going to get discovered. William Hanke (45:49)Yeah. Yeah. Lexi Schultz (46:13)AI is not going to see you as a brand authoritative. or someone that can actually give the right answers. So we’ve spent a lot of time making sure that our site is content rich. It has the right answers. It’s not just bloated with a bunch of whatever. It has ⁓ a lot of information on it. It has a lot of high level, hey, this is what you can do with this window. Here’s an entire idea gallery of arch windows. So making sure that you have a brand that is rich enough for people to be discovered organically in addition to through AI search has been the new way of doing it. But I’m a very, ⁓ Again, graphic girl. love Instagram. I spend a lot of time on there. I love doing stories. I like doing ads. I like doing all of it to be able to see where my market is. William Hanke (46:56)Yeah, that’s the dream, right? Having all these different pieces all working together, and especially pay-per-click being a supplement and not like the main all your eggs in one basket kind of thing. Lexi Schultz (47:08)It used to be, I’m not going to lie, there was a point where we were spending upwards of 6 or 7K a month just on PPC, probably between 2010 and 2018. But then when we started to see just ⁓ more competitors in our area and then other competitors just spending twice as much. And I’m like, well, I can’t chase that. I need to drill down and really find my marketplace because if it’s a blanketed approach, it’s not going to work anymore. So that’s what I got really excited when we did start seeing such an uptick in organic. And these numbers we can see on our regular dashboard every It wasn’t something that all of a sudden was like, ⁓ we need to start thinking about this. It was like, no, half of your, more than half of your visits and your clicks are coming from SEO and just you speaking organically on your blog posts or doing things like this. And then cross communicating and cross promoting between designers that I do installations for on Instagram and things like that. So it’s, it is a symbiotic relationship, but you got to use all of it. William Hanke (47:58)Yeah. Yeah, we call it omnipresence, right? And being on all these different platforms, and there are different levels of visibility to customers. no customer sees you in one spot and engages. That just doesn’t happen, right? They see multiple questions. Lexi Schultz (48:08)Mm-hmm. Yep. Yeah, I agree completely. And again, it’s changed wildly. I’m sure you know that too, Will. So when you see everything these days on the the data sheet that you pass to a client, you’re kind of like, these numbers look different than they used to. We need to start focusing more here. Here’s where your market’s going. Here’s what’s clicking. Here’s what’s not. So we spend a lot of time making sure that we follow up on what’s working and what’s not and just getting rid of what doesn’t. William Hanke (48:37)So as a business owner, you’re in the trenches running this thing. If somebody similar to you wanted to improve their online visibility today, where do you think they should start? Lexi Schultz (48:50)think in the window treatment industry, focusing heavily on visuals would be probably where I would start because people don’t reach out until they can make a decision on what it’s going to look like. so using those platforms like Instagram to be able to show your work or if you’re not ready to show your work yet, embracing AI to be able to create a tool to show rooms or get inspirations going, having something that allows a client to see what is possible instead of just a bunch of, random stock images from your vendor of fabrics. That’s not going to sell anything. People in the window treatment industry, we go on these sites because we want to see window treatments. We don’t want to hear 50 different ways to reach out to you. We want to see the finished product before we’ll even contact you. So I feel like if someone’s starting out, obviously stay in it. Don’t give up because it is a big red ocean out there, as they say, for you to swim into when it comes to online marketing. But if you stay the course and you’re really passionate about what you’re wanting to present or what you want your brand to look like, whether it’s maximalist, minimalist, whatever. Just stay the course, stay consistent and make sure that you’re only focusing your energies on your audience. If you try and capture everybody, you’re gonna lose. So having yourself be present visually, getting your photos into Google and organic search right away, just so people can start knowing with meta tags and backend tagging what these things can look like and then lead them back to you. I start with the visuals, know, and starting to build a couple of good clients that trust your vision, ⁓ maybe even going in and doing it at your cost to begin with a few times just to get it photographed, just to get it on your portfolio. Really, it’s going to take some hours. It’s going to take some money. But once you get it going, you’re going to look the part. You’re going to look like you can actually walk in and someone’s going to feel comfortable giving you tens of thousands of dollars to do window treatments if you don’t have something to show for it. And it’s just a bunch of reach out here, forms here, maybe a stock image here and there. William Hanke (50:28)Thank Lexi Schultz (50:42)that might not get you across the finish line these days. William Hanke (50:44)Yeah, yeah. As a company that builds websites for window treatment companies, the gallery section is always highly trafficked because people want to look at, they want to imagine. Yeah. Lexi Schultz (50:55)my God, it’s like our number one for us too. It’s like, yeah, I agree. And it’s so important to fill that with your work or inspiration work that you have that you’ve associated with, anything you can do to start showing the finished product. Because once people see what’s possible, then they’re more apt to go, I can reach out. I understand now that this can be done on my window. Yeah. William Hanke (51:16)Yeah, it’s funny because gallery pages tend to not rank very well, right? They had to be exposed to you some other way, so all that other stuff matters. But that’s really their main goal is to start looking at what, my home can look like this. ⁓ you know, that’s pretty awesome. Lexi Schultz (51:23)Exactly. Yeah, it’s like opening a magazine these days. know, when you’re standing at the line, we have HEB here in Texas. So when you’re like standing in the line with your groceries and you see a Veranda magazine or you see a Texas Home and Living and you pick it up and you start flipping and you’re like, wow, look at all these cool window treatments or look at all these beautiful upholstery pieces. It makes you want to buy it. It makes you want to learn more. So if you can apply that logic to your site, people are definitely going to feel more comfortable clicking and reaching out. William Hanke (51:55)Yeah, cool. So let’s do a couple bonus questions here. You ready? ⁓ Lexi Schultz (51:58)Work! William Hanke (52:00)What is a tool or trick that you swear by that more people should start using? Lexi Schultz (52:07)think if it’s going to be a tool, it’s probably going to be being in touch and being a human with the process. We touched on it a little bit before about how AI is a great tool to bring in. That’s obvious. I can use that tool all day long. But to still have human connection, to still show up for your client, whether it be on install day, if that’s the type of business model that you run, or at least doing the house call or having them come back to whatever space that represents you and where you want to show them. making someone feel like you heard them and listened to them and that you spent time on their project and it wasn’t just a number and a queue, that’s the most important tip or trick or tool I can possibly tell because everything is going to get kind of absorbed by AI. Automatic emails are going to be starting to be sent. Voices are going to change on how people send. I’m highly uncomfortable sending an email unless I know that it sounds like me. I just feel like, my God, this is no longer my brand if I can’t really hone in on it and I won’t send it until it does. If you just hit click, yes, this sounds good, do this, you’re losing the human interaction. So not losing the ability to like sit down and hear your client’s needs and hear that they said at least several times that they have a lot of sun in this room. That means they’re going to want to close the draperies. Don’t go and sell them a mock valence or a mock Roman shade. They’re going to call you and go, why did you sell me this? This isn’t what I asked for. I said, I have sun that’s roasting me while I’m watching football on Sunday. So listening and just picking up on what clients are saying and having a relationship with them so that they know they can trust you, but also that you heard them and that the product they’re getting is actually what they’re getting. That’s the most important tip and trick I can give. William Hanke (53:41)I like that. I like that. What’s a trend that you think is going to reshape the industry in the next two to three years? Lexi Schultz (53:51)If it’s a trend when it comes to fabric and things like that, I’m really excited about where the industry is going. I can open a magazine these days and see more maximalist design. And I’m like, yes, we’re starting to bring back silk fabrics and some more avant-garde looking things and top treatments are coming back. So if it’s a trend aspect, I’m pretty excited to see all of those more maximalist fabrics in use again. They’re not for everybody, but it’s certainly the way I like to design. ⁓ If it’s a trend when it comes to The marketplace as a whole, definitely the trend of AI kind of coming in and selecting who’s going to be shown for advertising purposes. Because without that SEO support and all of the good things you need to be doing with your website, soon people will just be asking Chad GPT, hey, who do you trust for draperies in my area, in my zip code? And that’s it. If you’re not on that list, you’re done. So having the ability to have the amount of years behind you, like we do. the support structure and the star rating and the clientele to support the authoritative selection of an AI figure to be able to select and give you the best recommendation. I think that that’s gonna be a huge shifter for what you do, Will, and then also for what I do, to getting shown in front of people. William Hanke (54:56)Yeah. Sure. Yeah. Yeah, we’ve already got clients that are getting recommended by chat GPT. Lexi Schultz (55:04)We are too. The other day I had somebody tell me that I’m like, that is so cool. my gosh, I love this. ⁓ William Hanke (55:10)Yeah, pretty cool. But it speaks back to the fact that you’ve built this foundation. It’s not like you just just didn’t Lexi Schultz (55:15)Yeah, I didn’t just show up. Absolutely not. And so I think that’s part of it too, is the amount of years we’ve been on Google, the amount of work and updates clearly our site has taken on, ⁓ and just the amount of time and relationships that we’ve had in the Austin area. I sure miss physical marketing. I always have a dream of going back into doing magazine, but I’m like, it’s so expensive. But I would absolutely love to open my magazine that I subscribe to and be like, There’s us, just to say it, you know what I mean? William Hanke (55:45)That’s great. Yeah. Yeah. Lexi, thank you so much for all the things that you’ve shared today. I really do appreciate it. ⁓ Yeah, cool. Yeah, it’s been fun. Where can people learn more about you, the showroom, and the Art of Drapery Academy? Lexi Schultz (55:51)Absolutely, this was such a joy. Sure, so if you want to learn more, if you’re a retail client listening and you’re just kind of understand what’s out there in the drapery marketplace, our retail showroom is The Great Curtain Company and our website is austincurtains.com. That’s where you can find all of our products and see our galleries and see our work and see me and our showroom. We’ve got a whole video of our showroom up there. But if you’re a designer and you’re looking for a workroom, I am happy to tell you that we offer that as well. Same site, austincurtains.com. You can drop it down to the ⁓ trade and trade partners page. and be able to fill out a form to get a trade application sent to us and we can get you all set up. We’re happy to help and support your projects. But the Art of Drapery is just artofdraperyacademy.com. You can also find us on Instagram and that’s where we’re gonna be launching all of our new courses, ideas, and we’ve got something really special and planned for spring coming up right William Hanke (56:48)Listen to you. You knocked it out. This is fantastic. Cool. Well, thank you again. I really do appreciate your time. Lexi Schultz (56:51)Thanks guys, this was so much fun. ⁓ Thank you all. William Hanke (56:57)Yeah. Lexi Schultz (56:59)a good day. William Hanke (56:59)So that’s a wrap for today’s episode of Marketing Panes. Big thanks to Lexi Schultz for sharing her journey, her passion for American made and her mission to help designers level up. If something in this episode sparked an idea for your business, share it with a friend in the trade and make sure to follow us on YouTube, Spotify or wherever you listen. We’ve got more expert conversations just like this coming soon. And if you’re thinking about how to align your marketing with your message, we hope this episode gave you a roadmap. TRANSCRIPT William Hanke (00:02)Welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals. about what’s working and marketing, what’s changing in the industry, and how to grow smarter. Today’s guest is the owner of The Great Curtain Company in Austin, Texas, a showroom known to locals as the Disneyland of Curtains. Her roots in the business run deep. She grew up working side by side with her mom. We’re gonna dig into that a little bit. her mom who ran a decorating den franchise and then co-founded their own drapery business in 2006. Since then she helped grow the company into one of the largest curtain showrooms in the Gulf Coast region expanding from retail into trade services, custom fabrication, and most recently a new educational platform called Art of Drapery Academy. She’s a savvy sales leader, designer advocate, and unapologetic fan of American-made sourcing. Lexi Schultz, welcome to the show. Excited to dig into some of this stuff. There’s a lot to unpack here already, right? Lexi Schultz (01:09)Hey, well, thanks so much for having me. ⁓ I’m so excited too. I really appreciate you guys and I can’t wait to tell you more about our story and kind of how we work. William Hanke (01:22)Yeah, yeah, well, why don’t you go ahead and take me back? Take me back. How did the great curtain company come to be? Lexi Schultz (01:29)Sure. So my mom, Lauren Schultz, she has owned a decorating den franchise since the early 90s. So when we moved to Texas, I very, at a very young age was following her around at, you know, site visits and things like that, kind of helping her with books and things like that. And she had this franchise for probably a solid 10 years and she grew her franchise into one of the biggest decked-in franchises in the central Texas region. And after she did that for long time, she decided that she didn’t want to be a part of a franchise anymore. She really wanted to dig deep and do her own thing. So she did her own interior design for a long time. But as the early 2000s came around, she had decided, you know what, I want to go back to window treatments. Window treatments were always a passion of hers. And in my entire childhood, we grew up with the most extravagant swag boards and all of the OG 90s stuff that you remember, William Hanke (02:16)Yeah. Lexi Schultz (02:19)know, wallpapered drapes, wallpapered walls, wallpapered everything and draperies that match. And so I grew up with a love of the same textiles and just the overall craftsmanship that go into this. So in the early 2000s, she decided, you know what, I’m done with doing interior design exclusively. I just want to do window treatments again. And she built this storefront from scratch in 2006. And as I was graduating high school, I had kind of two paths to choose. You I could either kind of go along with what I thought I was going to do, which was graphic design. and I’ve been noodling around in Photoshop since I was nine years old. So I had a really firm grasp of design and layouts for magazines and doing all of our advertising and things like that. But when she built this showroom and I did all of that for a couple of years when we first started, I really wanted to get into the tactile beauty of fabric, actually touching and seeing and working with real textiles versus everything being conceptual on the computer all the time. So I really leaned back into interior design. but still work both side by side. So in 2006, we built this beautiful storefront. It is not a franchise. It is family owned still to this day, 20 years later. It’s still the two of us. And we have a great staff and installer on staff and everything to be able to help us make some of the most beautiful treatments you can possibly imagine. Yeah. William Hanke (03:37)I love that. That’s great. What’s it been like building something like this with your mom? Lexi Schultz (03:42)It’s been both fun and challenging. So I am an only child. So she is literally my best friend. She’s everything to me. And so when we built this storefront, was initially her vision of just having wall to wall custom draperies that were ready made. We had a concept in 2006 when we first started where it was dominantly just beautiful silk draperies, because silk was the thing in the early 2000s. a very Tuscan Italian Mediterranean style showroom for the central Texas region of that time. And her concept was just, want to have beautiful off the shelf, high quality, handmade in the US type drapery. And we did that for many years until we saw more architects building and developing bigger homes, bigger windows that required custom. So that’s where we just fully went into custom. But building a brand side by side with a family member. It’s been really rewarding, know, her having all of the experience to be able to produce a business model that allows me to kind of pick up the torch now and be a face person for our brand and still be very much in touch with today’s trends, having all of the knowledge, but also the current foresight of where, you know, our business model is going. It’s been fun working with her side by side for so long. Yeah. William Hanke (04:58)That’s great. So my daughter Amber works with me too. she so I understand I understand the dynamic ⁓ Lexi Schultz (05:01)⁓ yeah, for sure. We certainly have our moments. I’m not gonna lie and say we don’t have an all out, you know, fight over something or a concept both of us don’t agree on. We do a lot of designing for the showroom as far as having display pieces and like what brands to bring on. William Hanke (05:12)Right. Lexi Schultz (05:18)So we don’t always see eye to eye as like what drapery we want to make on the wall or what Roman shade we want to make for a display for this season. But beyond that, we’ve been working together so long that we really have a very know, tandem style of how we’re gonna do the future building of the store. William Hanke (05:34)Yeah, it’s fun. The dynamics great. And I’ve given Amber, my daughter permission to tell me no, because as a visionary, you’re like, we should do this, and we should do this, and we should do this, right? So I need somebody to kind of keep me focused. ⁓ Lexi Schultz (05:39)yeah, absolutely. Exactly, exactly. She’s a very, she’s a great idea person and I like to be more of an executor. So it’s a good combination, but sometimes where it’s like we have so many ideas, but we want to do them all at one time. And it’s not totally logistical to do that, but we can. William Hanke (06:02)Yeah, I know exactly what you’re talking about. I know you probably started out in the mail room or whatever and worked your way up. So how have you seen over the last 20 years the businesses evolved? Lexi Schultz (06:04)Yeah. Yes, exactly, yes! Yeah, so like I mentioned before, we started off, our concept was strictly just walk-in traffic. We did newspaper magazine ads in the day. We had magazine ads. There was no real internet advertising at this time. It hadn’t become quite a thing just yet. And so we really relied heavily on being open six days a week, you know, 10 to five, having clients come in and do, you know, design on the fly where they bring pillows or they bring sketches of their window configurations. And pictures on a camera phone or even print it out at that time. And so people would bring a lot of homework with them just without even making an appointment. It was full walk in and we could sit down and look at things on the wall and go, this is the one. But in the last decade, specifically from like 2013 to 2019, we saw a huge shift in not only not wanting to something off the shelf, really honing in on customization. So we brought on a lot of different suppliers and vendors when it came to hardware. when it came to fabric and then ultimately buying in and building our workrooms that can support a much larger scale than we had initially thought the showroom was ever going to be. So in the last 10 years or so, we’ve William Hanke (07:23)wow. Lexi Schultz (07:25)seen walk-in traffic kind of dip. I’m pretty sure anyone in this industry who’s got a storefront, a brick and mortar has seen the same thing since the pandemic. But we started to see just a bigger trend at that point of online people, different vendors from around the country providing things and being able to drop ship. So the world really changed probably after 2013 for window treatments specifically and having to really cater to more of a one-on-one experience, making an in-store appointment. Walk-in traffic wasn’t the big flow anymore. We had to spend a lot more on advertising to get calls and build campaigns around that that would support people finding us, not just assuming they’re. walking by or getting a coffee, which we’re in a coffee shop area, and coming in like they used to and going, this is perfect. Let’s buy this right now. It doesn’t work that way anymore. William Hanke (08:10)Yeah, yeah, the audience is still there. They’ve just changed location, right? Lexi Schultz (08:13)Absolutely, absolutely. we change with it. The beauty of what we’ve done in keeping it small, but expanding internally, my mom and I are really good at pivoting. So we can kind of see trends coming at us and go, okay, we’ve seen enough of this as far as it’s shift in our marketing. We’ve seen enough of this type of group of people reaching out. We’ve seen enough of this ⁓ type of product out in the market that we need to jump into, that we need to bring on. So we’re good at adapting. But it’s certainly, it’s been kind of a Mr. Toad’s wild ride, you know, because up and down with the retail marketplace ⁓ today, can be no one tomorrow, there could be 50 people calling. So it’s one of those things that we just have had to adapt specifically since the pandemic, but even before that, we were seeing walk-ins and the concierge level needing to be more of how we built our brand around. Yeah. William Hanke (09:03)Yeah, what’s one thing you’ve learned working in a family business that others might not expect? Lexi Schultz (09:09)probably just the amount of time in your life that you’re going to dedicate to your job. A lot of people and you see the memes online that are like, it must be great to run your own business. And then you see somebody like completely passed out asleep, you know, at the wheel or just waiting for the day to end because they don’t, they’re so tired. And so having people understand that you are going to take your business everywhere with you, whether you are sitting in the showroom, whether you are driving home, you’re going to be pulling over and sending a text to somebody. Whether you’re on an airplane at an airport and you’re managing an installation back at home, you are texting them and telling them, I can’t talk. I’m getting on an airplane, but I’ll get back to you in two hours. I even equate it to recently we went to Disney World and I’m laughing saying I’m sitting here with Mickey ears and I’m texting on my store phone to clients while I’m on the monorail. You know what I mean? Like this is the level that you take with you and blessing and a curse. But at the same time, you’re You’re so into your business and having your connections and your installers. There’s not really any one person you can pass the buck to when it’s your own business that you independently own and operate with yourself or a family member. William Hanke (10:18)Yeah, and it’s hard to separate, right, from the Lexi Schultz (10:21)It is super hard to separate. That’s what we’re kind of trying to kind of build in 2026, our systems that are going to allow us to not necessarily be more autonomous, but at least have touch points that we can prioritize because we manage anywhere from 30 to 50 clients a month with 30 to 50 installations happening a month. And so any point of the day, nighttime, two in the morning, I’ll wake up in a sweat and have a question on an order. It doesn’t stop. There’s nothing you can do to really like turn it off when you have your own. business, which makes us very successful. We’re very much all about our clients’ William Hanke (10:54)Yeah, yeah, yeah, I definitely think that’s a big part of it. You want everybody to have a great experience overall, right? And you’ll do. Lexi Schultz (11:01)service. I grew up with the mantra of the customer is always right. And then you have just this background of generations of my mom and her mother being in an industry of customer service like this. So it means a lot to be able to take that and bring it into the 2026 because you don’t see it as much anymore. People who really care about your experience, whether it’s at a coffee shop, a restaurant or walking into a high end furniture store. The general feedback I feel as a consumer going in is I wish you would service me like I service my people, you know? And so that’s just what we’re trying to keep going with. We’re not going to stop that. William Hanke (11:32)Right. That’s great. What’s one moment working with your mom that still makes you laugh or taught you something big, even if it didn’t feel like it at the time? Lexi Schultz (11:47)We used to hours building magazine ads because this is when magazines were the thing. Early 2000s, Texas Home and Living, in Austin we have a company called Austin Woman Magazine. We were in the Austin Statesman. This is how we had our clients find us was hard magazine ads before the invention of AI or the internet when it came to advertising. We used to be, because of my graphic design background, I would just kind of take the reins and start building the ad. But then she and I would sit there and start tweaking it. And this would be turned into like, you know, having wine night and making pasta and working on the ads and things like that that were just felt so monumental at the time because they were so difficult. But now 20 years fast forward, we are doing. such a different approach to advertising that, you I feel like all that work we put in in the early 2000s to build the brand and be able to know what colors work and what stylistically we wanted our ads to look like has made our job a lot easier when telling our advertisers now, hey, here’s what we want. Here’s our branding. It’s really built this like ⁓ runway for us to be able to not stress about how we want to present ourselves to the public. So We spent hours laughing, crying, yelling at the computer, making ads, uploading them at 11:55 p.m. before they were due the next day to go to print. And then nowadays I’m like, I go back and I laugh at it because that was so much physical work that we had to do. A lot of it’s been the relief valve’s been pulled by using AI, but AI is just a tool you can use only if you know what you’re doing with it. So having all this background as far as how to make this brand feel cohesive through the years, has been the biggest like, ⁓ I’m glad we put in the time on that, you know? ⁓ William Hanke (13:37)Yeah, yeah, that’s great. So I want to shift a little bit talk about sales, buyer habits and things you mentioned. You mentioned retail has changed a lot since the pandemic, especially people are shopping a little bit differently now. Walk us through what somebody sees when they walk into your showroom. Lexi Schultz (13:52)Mm-hmm. William Hanke (13:56)What’s the first kind of like wow piece that they notice? Lexi Schultz (14:00)Absolutely. So I know we’re a little cropped right now, but we have about a thousand square feet of a very long showroom. So when they walk in, I have these stunning velvet draperies with a big set of trim on them. And they kind of set the tone because they’re oversized, they’re 14 foot tall, they’re on a gorgeous rod. And they kind of separate the front half of the showroom, which is dominantly display product and Roman shades and a tactile finished product. So they can see what a finished drapery or cornice box looks like. And then as they kind of like explore the rest of our showroom, we’ve got all of our fabrics. We’ve got shelving units. We’ve got everything back here that feels more curated and more come sit down and explore the materials is kind of the feel in the back of the store. That’s more of the studio. This is more of the front facing part of the store where people can touch and feel and see a pinch pleat and pull it on a track system. So having a really dynamic amount of visceral. reaction when people walk in to see textiles from silk to linen to velvet, everything, and then really knowing they can step back here and, my gosh, look at all this choice. That’s where we come in and really provide that concierge service of pairing what they want with the right fabric. So we’ve got studio and then we’ve got like actionable, visible workroom in the front. William Hanke (15:10)Yeah. Is the, is the showroom continually changing? Are you guys pulling stuff down, putting new stuff up? Lexi Schultz (15:18)my gosh, yes, Will. I mean, after this call, I literally have to like, you know, go take my jacket off and move a drapery two feet to the right, because we just got some new stuff. So I’m always up and down on a ladder. We’re always here after hours rotating and changing things, especially if we bring on a new vendor. And it’s really hard to room in a small amount of square footage to keep bringing on bigger and better things. But we do really drill down on what are our top sellers. That’s been the most important thing. I do not keep in my showroom anything that I don’t actually sell. William Hanke (15:20)Thank Lexi Schultz (15:47)because every inch of square footage is profit. It’s also ⁓ a vision to show my clientele of what is the latest and the greatest. So anything that doesn’t meet a lot of standards for us, we’ve been able to just kind of trim the fat over the years. But we will always sit down and probably rotate at least once, if not twice a year, major display products. ⁓ And then we have kind of a big clearance sale seasonally so that people can come in and buy one off display drapery or a beautiful mock Roman topper or something so that it doesn’t just go to waste. William Hanke (16:17)I think you’ve got great energy and I think obviously that plays into all of this as well. So what role does story playing, inspiration play in closing a sale today? Lexi Schultz (16:27)Yeah, mean, just what we just talked about having the storefront when a client walks in makes them feel like, wow, these people know what they’re doing. They’re going to know how drapery is supposed to hang. you know, what every section of my store kind of has a slightly different vision. So there’s kind of a neutral version of the of the linens and the shears and the things that are very now, you know, very background oriented. And that section of the store shows a story of neutrality and how you can use that as a backdrop. but there are some wildly flamboyant birds and geometrics and things like that as you continue into the storefront for the person who’s more of the maximalist. I’ve just felt that. William Hanke (16:58). Lexi Schultz (17:04)having so many products on display of so many different styles, never just drilling down and doing, I’m doing my whole store in white, or I’m doing my whole store in black and white. It just doesn’t work because in drapery, no two homes are the same. I almost never sell the same thing twice the same way. So having people come in and see the storytelling that I can build for them, this is the neutral. See how this resonates with your home after I see photos of the space or if I’ve made a house call. ⁓ No, you have all these beautiful wallpapered pieces you brought with you. Let me show you what you can do over here with grasscloth textured and all kinds of cool embroidered silks to really bring their space to life. So mixing and matching and never having a limited amount of things to show has really played well to the storytelling and the support of the sale. Because if the client can’t touch it and they can’t see it and they can’t actually walk in and go, that’s what my house can look like. I found that almost instantly they lose the ability to understand what drapery’s value is in a space. William Hanke (18:04)I love that you’ve turned it into an experience. ⁓ And I think for like me as a husband going to something like that with my wife, because she’s got a vision, she’s got the ideas, and I’m like, I have no idea what you’re talking about. ⁓ I can see having that kind of an experience kind of, you know, making us get it a little bit. ⁓ And she would have a great time. Lexi Schultz (18:08)yeah. Yeah. Yeah. Yep, yep, absolutely, absolutely. We always joke. I always have so many different couples and different dynamics that come in our showroom. and we have a fun Mexican restaurant kind of in our shopping center and I always laugh and say, okay, if the husbands don’t want to deal with it, they can go next door and have a taco and a margarita and come on back when we make all the decisions. So it’s fun to have the ability for people to be comfortable in a space where they don’t feel like, my gosh, I don’t know what I’m doing here. Someone’s gotta take the lead. So I try and really embrace everybody’s ability that whether you know everything that you want for your house or you know nothing, I definitely can relate to you on those levels. William Hanke (18:40)Yeah, yeah. What are some of the biggest mistakes you see buyers make when it comes to drapery? Lexi Schultz (19:04)Well, there’s a lot, unfortunately. ⁓ But I can definitely just highlight one or two that I’m seeing a lot recently. Buyers, again, without having the knowledge of what custom can do for your home, that only comes with years of experience, someone like me to come in and go, OK, here’s what is going to happen when you do custom. But in addition to that, having the storefront touch it, see it, actually experience it, and put your hands on it. Because buyers are making huge amount of investment right now in these kind of semi-custom drop ship type draperies from online. And while there’s certainly a marketplace for that, I feel like if we’re comparing apples to apples, and that’s a lot of what I’ve had to re-educate and re redirect the language and the voice with my client is you’re showing me an Amazon drapery or you’re showing me something from a drop shipping company overseas. and you’re bringing it in and assuming that this is going to look exactly like what my showroom looks. Why doesn’t my showroom cost what this costs? And so I’m finding clients are even making those decisions on their own. They’re not spending small amounts of money. They could easily still spend five, six, 700 bucks on a ready-made set they’ve never touched, they’ve never seen. There’s no representative to sell it to them. They’re gonna get it and then they’re gonna call me because perhaps the hardware fell off the wall or it didn’t support the weight or it wasn’t at all what they wanted. And I gotta come in and save the day, whether it means rework. which we do a lot and we offer that. I don’t judge. I’m happy to hem, alter, pleat, do whatever you want with your existing stuff. But sometimes we got to go from full scratch where you made an investment that just did not work. And if we can’t repurpose it somewhere else because I’m a good guy and I want to help you, we got to start from scratch with what you really needed, which was custom from the beginning. So people not fully exploring the options and just assuming. William Hanke (20:40)Yeah. Lexi Schultz (20:44)Amazon can take care of me or this site that I got retargeted by on Instagram can take care of me and then they’ll make an investment and then go, gosh, what I’d spent on this, I wish I had just put a little more in doing it the right way. So that’s what I’m seeing a lot of right now and trying to actively educate everybody the difference of it. William Hanke (20:56)Yeah. That’s great. Yeah. You run into that. I think it’s called sunk cost fallacy, right? Where they’ve sunk all this money into something and they don’t want to scrap it and start over because I’ve already put all this money into it. Lexi Schultz (21:12)Exactly. As we say in the South here, you’re spending good money after bad. You’re literally spending good money and then all of a sudden you’re like, I have to do this again because I didn’t pay attention to all the nuances behind it. So yeah, I totally get it. It happens a lot. It is a learning curve. I’m trying to save people some money here because if you just skip that step entirely and talk to a real person like me, I’m going be able to tell you 10 reasons why that will work or that won’t work kind of installation. William Hanke (21:18)Yeah. learning curve. ⁓ Yeah, yeah. So let’s talk American made. Work behind your commitment to sourcing domestically. Lexi Schultz (21:47)Yep. So this is something that I felt really passionately about. ⁓ About maybe eight to 10 years ago, we started really seeing just the lack of quality and products and manufacturing that we were having that was imported in second or third generations kind of re-tagged and sold to me through a high-end brand. And I’d go, OK, you know, this product doesn’t meet the standards of what I’m selling. I’m selling a high-end luxury experience to this client. This product has is riddled with flaws. This product doesn’t work or support. It’s not consistent enough. So we actively in the last five years and even before this tariff nuttiness, which we’ve really amped it up in this past year, ⁓ have tried hard to source not only local to Austin, we have several companies that are ⁓ steel makers that do like wrought iron fences and things like that in our community that we work with to make some of our in-house ⁓ private labeled brands of drapery hardware so that we can skip over a lot of steps when it comes to shipping or dealing with customs or any of that. William Hanke (22:37)⁓ Lexi Schultz (22:45)Now I’m not saying there’s not a part or two that’s just impossible to make because the US is really, is really lacking a lot of infrastructure when it comes to mills and supplies that we need in the drapery industry. So there are some rings and components that I’ve started sourcing from Europe or Canada and other suppliers around the country and around the world. But as far as the guts of it, having a manufacturer that is always sewing my product here in the States, we have three workrooms that we’ve bought into. Local, in North Texas and then in another state. So I have three workrooms working simultaneously to sew all my product by hand in addition to making sure that it’s inspected and shipped and all made within the states. The hardware we stock here in our warehouse here in Austin to avoid a lot of freight issues around the country. So we’re just making it and stocking it. In addition to that, having materials. with base cloth ability for me to print onto is kind of been something we’ve started dabbling with in the last five years because of supply chain issues and with COVID and everything, was sometimes you’d find a pattern you love and it just immediately got deleted from the mill or you’d never hear from that mill again. So we’re starting to develop in our graphic side of things, a line of custom printed materials where the base cloth is here in the States, it’s woven here, it’s stocked by the thousands and we can just cut it. literally have it printed with a pattern on it that’s never going to get discontinued. So we’ve really tried to build our own infrastructure to allow us to be nearly pandemic proof as they say, to be nearly tariff proof to the most ability that we can. William Hanke (24:17)That’s great. Can you walk us through how you balance the custom printing in stock goods and the mills little fabrics? Lexi Schultz (24:23)Yeah, absolutely. So we have kind of tiers of price points that I present to my clientele. It just depends on what the project requires. Sometimes people are looking for a basic off-white linen or neutral, and that’s something that I stock here in the States. And I’ve got maybe eight to 10 fabrics that we keep on hand at all times to be able to manufacture and make huge size draperies in a super high quality fabric. So there’s kind of tier one. Perhaps I’m in a project scope where we need a really specific stripe and it just doesn’t exist in any of the already prefabbed collections. You know, you’ve got your fabric cuts, you’ve got your trend fabrics and some of the bigger names out there, but perhaps the actual print just doesn’t exist. So we will pivot to a custom print job. Yes, you’re going to spend a little more, but considering what you’re getting, no one else is going to have this drapery on their walls. We are making the materials design online, we’re getting the color dyes to match your Benjamin Moore or your Sherwin Williams paints, and then we’re going ahead and doing test printing and then ultimately printing the full design. So we’ve got kind of tier two if it ends up where we can’t find what we’re looking for elsewhere. And then tier three, I have a lot of suppliers actually right now out of Belgium and Europe that are building and making beautiful linen textiles for me to bring into the States. that I’m by the bulk to be able to keep here and never have to have anyone else have access to their exact exclusives for our company that we can print on, that we can actually store here, and then ultimately sew and fabricate with our local workrooms. So we’re working hard to make sure there’s a budget and a price point for everyone, but still with the forefront idea of keeping stock in the States, making sure it’s made for the customer at the level they need. William Hanke (25:51)Wow. That’s great. Lexi Schultz (26:03)Yeah. William Hanke (26:03)have tariffs and supply chain issues kind of affected your overall decision making? Lexi Schultz (26:09)Specifically this last year, huge. Like I said, we are trying really hard to stock the product so that we are not having to bring in, you know, 100 yards here, 100 yards from over here and make sure that we’re always staying in a price point that is comparable to what clients are expecting these days. Prices have risen and we’ve had to have those conversations. They’re hard conversations to have with people. I have previous clients from 10, 15 years ago where maybe they just want to match a product that I made for them and I can no longer do that because of what happened with COVID and vendors fell off and things like that. But they’ll come to me and go, fine, let’s make a new set. And they’re kind of wildly surprised at how things have changed. We are still the most competitively priced custom workroom in my area. But at the end of the day, things just aren’t what they were in 2006 to 2013. So making sure that I have a large amount of inventory, William Hanke (26:57)Sure. Lexi Schultz (27:00)⁓ local suppliers that can build and make the hardware, because the hardware has been the hardest part, honestly, out of all of this. Manufacturing thousands of little drapery carriers isn’t just something that you can go on the street corner and have somebody do. So having a vendor and a supplier in the States that keeps them in stock, or not bringing stuff in from overseas or dealing with customs when we can avoid it, has been a huge driver for me to keep costs down, but also make my client happy. So we’re not waiting months and months for something to get made, drop shipped, and then ultimately stuck in customs for an infinite amount of time. So really honing on the products that are our top sellers and keeping them here in Austin. William Hanke (27:36)Yeah, I’m getting a lot more calls from manufacturers and vendors because they’re suddenly competitive, right? They have the things that you mentioned are causing problems ⁓ and they want to be in front of more dealers, obviously. For listeners that are shifting more sourcing stateside, what advice would you give them? Lexi Schultz (27:40)Mm-hmm. Yeah, exactly! Yeah! Yeah. But to be open to your local radius, like I said, I didn’t realize that we had any kind of manufacturing ability here in the Austin area until I spent time looking and going, wow, these guys did a great job doing the fence for me. Would you be able to powder code and make all this custom hardware? The short answer is yes. You just got to ask. You’ve got to see if you’ve got local ⁓ contractors or GCs that can build these track systems for you. A lot of them can if they have the right components from the the manufacturing or the steel manufacturer. When it comes to sewing, always open your eyes and see if there’s somebody in your local community that might be able to pick up the complexities of drapery because unfortunately, sewing a fabric and drapery is kind of a dying art and we’ll get into that I’m sure in a minute. But as far as having local people that have generations behind them, putting ads out in your local next door neighbor apps, that’s where I’ve found a lot of really great installers or people that had background in this industry. But just weren’t advertising it openly, you know, on LinkedIn and stuff like that. So being able to kind of dive deep into your local probably 15, 20 mile radius doesn’t have to be far. I know a lot of people aren’t as populated as Austin, but having resources that make sense that are parallels to this industry, you might have somebody that can help pick up a lot of the ⁓ anxiety you’re having about not having to ship stuff from overseas if you can avoid it. William Hanke (29:04)Yeah. Yeah, that’s where my mind was going was the shipping costs. You’re going to save a ton in shipping just by finding local. Lexi Schultz (29:21)Yeah. yeah. Insane, insane amount of shipping. I get 18 wheelers on here. Just state to state right now is sometimes crazy expensive, but having shipping from overseas and customs and then tariffs at the bottom end of the day, you’re like, this product cost me $10 a yard. Now we’re up at $45 a yard. I might as well have just picked something that was right here in the States or made in a manufactured mill in the States. So it is, they’re at the same rate at this point. And now it’s just a matter of opening your eyes and spending the time because what I’ve found with window treatment experts, ⁓ Like myself and other designers is we kind of get in a rut We only want to do what we know and so having to learn something new Midgame after so many years in and going. Okay. This isn’t working. How do we pivot? Because again, we’re really great at pivoting but we spend the time to we let the mistakes happen and then Spend the time to find the right direction if you do that now you’re saving yourself years of pain of just struggling through low profit margins issues freight ⁓ damage that happens all the time. yeah, really just opening up and seeing what’s in your immediate vicinity. You might be surprised. William Hanke (30:28)That’s great. I love that. Great advice, too. Thank you for that. Lexi Schultz (30:32)I try, I’m trying to make sure everybody knows that there is a path forward for window treatment experts in the US. You’re not having to rely all over the world if you don’t want to. William Hanke (30:40)Yeah, yeah. So you’ve launched something new, Art of Drapery Academy. What inspired that? Lexi Schultz (30:46)Yeah. Well, I think it came from just years of watching. This is, by the way, this is specific to interior designers. This is my passion project for them because it’s a love letter to drapery being a dying art. so having it be something that isn’t, isn’t wildly chosen as an industry, you know, it’s, a very niche market these days. A lot of window treatment experts like my mom. are kind of generationing themselves out. They’re starting to retire. They are not wanting to pick up the torch and keep doing this anymore in a front-facing retail way. So the academy I built from both sides of the fence when I was in the mail room in the beginning, essentially, scrubbing and cleaning and putting all the fabric books away and really listening in the workroom, like what we can and can’t do with fabric and picking up tips and tricks from her at job sites and watching installers for years. So having that side educationally, but in addition to that sales side, there’s almost no sales ability these days. Everybody who just wants it to just work or put it in an online cart. So having the ability to have drapery and sell it is one of the biggest arts that is such a lost art. And so being in retail sales for so long, I’ve got 20 years of experience to tell you why this is going to work, why this isn’t going to work. And I’m trying to really open the eyes to the current designers that are in those William Hanke (31:47)Sure. Lexi Schultz (32:07)kind of 30 to 50 year old structure that are in their prime and they can pick up another skill that might have otherwise really scared them. So that’s my passion project. We’ve been kind of soft launching it and we’ve got some, we’ve got our Instagram up right now and we’re starting to kind of collect names and build courses and classes. There’s some freebies on our site right now, but overall it’s just one of those things where I want to make sure I’m hitting the right market because it’s only for designers. The retail public doesn’t need to care about those unless you want to go into the window treatment industry. But making sure that William Hanke (32:25)Okay. Lexi Schultz (32:36)this art of how draperies get made correctly and how to sell that there’s a platform to have a designer go, this feels easy, this girl can teach me something that I otherwise would never have picked up. But it’s profitable, it’s something you can do, and it’s an easy extension of your current design brand is what I’m really trying to get across to everybody. William Hanke (32:55)That’s great. We’ll make sure to link below on the show notes, links to all this stuff that you’re building for sure. Lexi Schultz (32:59)Yeah, William Hanke (33:02)What gaps are you seeing in designer education right now? Lexi Schultz (33:07)The gap is massive. It’s almost like a void at this point because designers are one of two animals and I love working with everybody from the design industry, but I found that you’re either you’ve been in it for a long time, perhaps you have all your certifications, you’ve gone to college, but this amount of drapery knowledge wasn’t taught necessarily at the college level. So this was the ⁓ build it as you go type experience where a lot of designers struggle with it. They just let their workroom rely on them and let them make the decisions. but didn’t know that there was an opportunity for them to have a voice in their own drapery designs. So I found that kind of more of the classic to traditional design ⁓ way of going about it. You went to college, but perhaps weren’t taught drapery, and then you just kind of went along the way. You found a vendor and you latched on, and that’s who you use. And that’s great. That’s fine. But it doesn’t necessarily leave you a lot of options on expanding your radius on drapery. Then you’ve got the designers over here that are the self-taught ones. There are so many these days, and they are in incredibly talented and these are the ones that we see more and more on Instagram or with their own TV shows and things like that where they’re not classically trained William Hanke (34:11)So. Lexi Schultz (34:14)but they absolutely have the eye, the style and then the marketing behind them to be able to get in front of the right audience. William Hanke (34:14)You Lexi Schultz (34:20)Drapery to them is the scariest thing on the planet because it’s a high value, expensive, essentially mistake if you don’t know what you’re doing. So having these two paths of designers, everybody’s welcome when it comes to our academy. And in addition to that, great curtain company, Brand, we support designers with a VIP trade program where if they really truly just don’t want to do any of it, they want to keep doing their thing, which is tile and paint and chandeliers and rugs and all of that, go for it. But let me be your girl to come in and help you and make sure that you’re getting your draperies the way that you want them, that they’re going to follow through on your vision. So having an option of you want to learn, we’re going to have that academy for you. But if you are necessarily wanting to go that route, you want to have it just look the way you want it to. I’ll be happy to step in and actually be your concierge and your voice for draperies. William Hanke (35:08)So for those that want to learn, what kind of topics are you teaching and how are you structuring the courses? Lexi Schultz (35:10)Yeah. Yeah, so a lot of the topics are circled around, especially the most recent ones we’ve started on. I’ve got some free downloads on the site right now. We have a course called Linen Logic, which is probably about 30, 45 minutes of me really showing examples of different linens and how to embrace blends versus just leaning into the fact that, 100 % linen is the way to go. There’s a lot of good and bad that goes with a lot of different textures. And if you don’t know the nuances of how it’s going to hang or how it’s going to pleat, a lot of times your project’s gonna end up a huge expensive fail. So I’m trying to kind of hit the bullet points of how do we make sure you’re selecting fabric for the right client? If this client has the right home for this style of fabric and how does it get applied to drapery? So a lot of courses and just tips and tricks with how to make sure you’re selecting the fabric initially at the right phase for the right application. William Hanke (35:47)Okay. Lexi Schultz (36:03)But I also, like I said, building my sales course right now. We’re having a master class. We’re hopefully going to launch later this year. I’ve got a wait list right now as we’re building all of the content right now. having the ability to sit down and go, no, I want to learn how to sell this and I want to be a rock star at it and I want to increase my profit levels. There’s a whole second part of the site if you’re looking for that, not just tips and tricks. William Hanke (36:11)⁓ good. Yeah, what platform did you do this on? Lexi Schultz (36:27)This one was built on Shopify, actually. Yes. Yeah. I found it to be fairly easy. William Hanke (36:30)Okay, cool. Lexi Schultz (36:33)And it’s one of those things where with such a developed background in graphics that I’m able to do it and manage it myself and not fully rely at this time on a secondary web developer or anybody who has to manage it. Once it gets bigger, I’m sure I’m going to be like, let’s have somebody help us just for the logistics part of it. But being able to see my concept and put it together, Shopify was really easy to work with for this. William Hanke (36:56)Okay, interesting. What’s been the biggest challenge in getting that off the ground? Lexi Schultz (36:57)Yeah. Yeah. So it’s been really a combination of things. I didn’t realize when I have this, I’ve had this idea for so long and putting it together and executing it, had professional videography, we had professional photography, we used our showroom as basically the commercial for this entire academy and the knowledge courses that are gonna go with it. And to also show off our concierge services, how we go about our process, how we select it. So building all of the content, I guess I was. in over my head as far as wanting to make sure that we had enough video, enough professional photography to make it feel like you’re standing here in our studio with me right now. ⁓ So that was the biggest stumbling block where I’m like, have the idea. I know what structure I want. I know what I want to teach. But how do I make it feel engaging and like you’re actually here and you’re not just watching some boring course online? Yeah. William Hanke (37:39)I love it. Right. Do you think education is a growth opportunity that more window treatment pros should explore? Lexi Schultz (37:59)I do, I truly do. And I help more people see the profitability in it. When you start off in your own entrepreneurial business, you’re not sure how it’s gonna go. You definitely believe in it enough because if you’re an entrepreneur, you don’t stop. You just keep building and you keep going. So that’s what we’ve done since 2006. But having someone stop and go, we need to grow this industry and… I need to be able to be a voice or an extension or a hand, a olive branch essentially to reach out and find a new generation that wants to be a part of this industry. That’s what my real hope is here because I’m not seeing, you know, 30 something, 40 something designers anymore that are wanting to learn a new skill like this or going one step further, the sewing element. Our workrooms have so many beautiful, wonderful seamstresses in them, but they are, unfortunately, their bodies are aging out. And so they’re not able to sew those 20-width pairs or two-story ripple fold draperies the way that they used to or at the speed they used to because humans are still involved. And so having the growth opportunity in our industry, I would love to see more younger generation wanting to develop a trade, learning the sewing element, the production element, the building element. I’d love to see more people getting involved in that trade because it is highly lucrative and highly profitable because there’s such a need for it around the US. But in addition to that, having designers grow their current ⁓ bottom lines and ROIs based on the fact that they’re just adding one more skill set that they can charge hourly, they can do markup on, they get with the right workroom, they’re gonna crank out draperies every time if they can market it correctly and get it positioned in front of their clients. So growth in the sales form when it comes to the designer, but also I would love to see a huge growth in the explosion of a younger generation taking over the workforce that’s producing all these beautiful products behind us. William Hanke (39:50)Yeah, now a lot of the younger generation is doing what you didn’t do and going into graphic design, right? That’s a big one. ⁓ Lexi Schultz (39:56)They are, they are, absolutely. that’s gonna get them very far too. need, there’s a huge need for that as well. And these products don’t sell themselves. You’ve gotta have that type of archetype to be able to do both. know, be in design, but also be in graphics. So that’s awesome. William Hanke (40:11)Yeah, yeah, how has your graphics design background helped you as a business owner? Lexi Schultz (40:18)think it’s helped me be able to visualize with my clients and show them what the finished product is going to look like. So before the advent of AI, we relied solely on full length, drapery panels and being able to hold it up and just use my natural ability to create a world for them verbally, how this is going to pleat, how this is going to hang. Knowing in my head what it’s going to end up looking like on their window was something that only lived here for so long until recently, once we had all these developments with ChapGBT. William Hanke (40:42)Yeah. Lexi Schultz (40:46)and the ability to pop out a rendering within seconds, I can now, with so many years of knowing what I want to say to my client, give this into the prompt, put the window in it, and get fairly close to generally what the space is going to look like. So this has been a huge tool for me to finally be able to use because I was just relying solely on my natural ability to tell people, OK, here’s how it’s going to look. We would do a lot of sketch artistry. We would do a lot of drawing. We would do. composite images, if it was a really complex project, that’s where we bring back the Photoshop skills and I was physically doing it myself. But now, having this graphic design background has made marketing a lot easier for me, it’s made my content a lot easier to share and keep it cohesive with my brand. But on top of that, showing the client ultimately what the finished product’s gonna look like has been just exponentially easier these days. So yeah, having that as the first part of my brain and now being able to apply it to design has been wonderful. William Hanke (41:35)Yeah. That’s great. And you mentioned jumping into AI early. ⁓ Tell me what is your favorite platform, LLM, to use? What is your best case scenario for that? Lexi Schultz (41:51)Yeah, so I’m currently still a chat GPT girl. However, I’ve been able to manipulate it the way that I need to to be able to get my drapery logic in there and make sure that we have all of the steps and the right kind of rendering that I’m gonna want. Uploaded plenty of example images of how I want my final product to look like and then I can use my ability to explain how the fabric hangs, what the repeats are and things like that to end up with a beautiful product to show my clients. So the AI element when it comes to visuals has been really helpful. But in addition to that, just keeping the messaging on target. Being able to do audits of my own website and make sure that the content feels like our brand or like my voice. I don’t just use it and let it spit it out and just print whatever it comes up with. I spend a lot of time inputting information and making sure it understands our tone and how our style is and make sure that we don’t start drifting and looking like somebody else. it’s been a… Couple years of really honing in to make sure that when I open the app and I wanted to do something, I’m not having to have it remember everything every five seconds. giving examples, spending a lot of time with it and making sure that it knows your brand fully before you even produce one image or even before you produce one bit of content is real important. Don’t just rely on AI to say, hey, I want to know what black and white drapes look like in my office. William Hanke (42:54)Great. Lexi Schultz (43:09)OK, it’s going to come up with something for sure. That’s its goal. But. William Hanke (43:09)Yeah. Lexi Schultz (43:13)Having the ability to rein it in is a totally different animal. And so that’s what I really enjoyed. I know there are so many better rendering programs out there. I think it’s because I have the showroom still. I’m still a brick and mortar that I still really rely on the ⁓ old school way of sales and holding up the fabrics and stuff. And then I moved to rendering when we hit an impasse where I really got to show somebody something. So I use it, but as a support, not a crutch. It is not what I’m building the brand around. William Hanke (43:33)Yeah. Yeah, but I love that you’re jumping in head first into that world. Lexi Schultz (43:42)Oh yeah, had to. mean, there was something that it’s like a person who’s been in graphic design and my mom has been doing marketing even before she was doing design. She and I were like, this is incredible. Can we just play around on this? We would just have nights where we would just ask it questions and see what it could come up with. What is it capable of? And it’s a lot, but as long as you’re using it, like I said, as a tool and not as a absolute substitute for sales or being able to have human interaction or be able to have still the tactile environment to walk into, this industry can be irreplaceable if we make it. William Hanke (44:16)Great. Yeah. Let’s talk marketing. What channels or tools are delivering results for you right now? Lexi Schultz (44:23)Yeah. So when we first started in 2006 to 2013, we relied really heavy. Once PPC, per click, came into the mix, that’s where we spent almost all of our investment. It went from magazines and then it moved very quickly from Austin American Statesman and print advertising, which was crazy expensive at the time, to then moving into Google and pay per click and then SEO. And we started with a very modest budget. And then as everybody got into it, the budget started getting bigger and bigger, but it was still paying off for us. Again, specific to the last probably two years, I’ve seen a huge differential in how PPC works, at least in my industry or on my brand. PPC is now just a support. It is almost like a billboard or the yellow pages. It is definitely not something where I’m going to click it and this is my absolute authoritative selection anymore. It’s now we have to spend a lot of time with SEO management, updating our website, having content rich posts on Instagram. We do a lot of cross promotion with other designers and making sure that we’re doing collaborations with them. I’ve got a few independent designers that we have an exclusive fabric line with. And so having this kind of cross communication, working with people in my industry that are on my level of sales and what they’re trying to do ⁓ brand wise, but then spending a lot of time making sure that all of our words and text and text and verbiage meets what I’m trying to say and hit the right marketing. I spent a lot of time on Instagram. Our site has a very developed backend and it’s one that we keep up regularly. I have a monthly meeting scheduled tomorrow with our team to be able to review where we are with PPC and SEO. But if you don’t keep these things updated, it’s specific to SEO. That’s where AI is starting to pull a lot of its information from these days. So if you’ve got a beautiful site and a beautiful portfolio with maybe like less than a thousand words on your whole site, you’re not going to get discovered. William Hanke (45:49)Yeah. Yeah. Lexi Schultz (46:13)AI is not going to see you as a brand authoritative. or someone that can actually give the right answers. So we’ve spent a lot of time making sure that our site is content rich. It has the right answers. It’s not just bloated with a bunch of whatever. It has ⁓ a lot of information on it. It has a lot of high level, hey, this is what you can do with this window. Here’s an entire idea gallery of arch windows. So making sure that you have a brand that is rich enough for people to be discovered organically in addition to through AI search has been the new way of doing it. But I’m a very, ⁓ Again, graphic girl. love Instagram. I spend a lot of time on there. I love doing stories. I like doing ads. I like doing all of it to be able to see where my market is. William Hanke (46:56)Yeah, that’s the dream, right? Having all these different pieces all working together, and especially pay-per-click being a supplement and not like the main all your eggs in one basket kind of thing. Lexi Schultz (47:08)It used to be, I’m not going to lie, there was a point where we were spending upwards of 6 or 7K a month just on PPC, probably between 2010 and 2018. But then when we started to see just ⁓ more competitors in our area and then other competitors just spending twice as much. And I’m like, well, I can’t chase that. I need to drill down and really find my marketplace because if it’s a blanketed approach, it’s not going to work anymore. So that’s what I got really excited when we did start seeing such an uptick in organic. And these numbers we can see on our regular dashboard every It wasn’t something that all of a sudden was like, ⁓ we need to start thinking about this. It was like, no, half of your, more than half of your visits and your clicks are coming from SEO and just you speaking organically on your blog posts or doing things like this. And then cross communicating and cross promoting between designers that I do installations for on Instagram and things like that. So it’s, it is a symbiotic relationship, but you got to use all of it. William Hanke (47:58)Yeah. Yeah, we call it omnipresence, right? And being on all these different platforms, and there are different levels of visibility to customers. no customer sees you in one spot and engages. That just doesn’t happen, right? They see multiple questions. Lexi Schultz (48:08)Mm-hmm. Yep. Yeah, I agree completely. And again, it’s changed wildly. I’m sure you know that too, Will. So when you see everything these days on the the data sheet that you pass to a client, you’re kind of like, these numbers look different than they used to. We need to start focusing more here. Here’s where your market’s going. Here’s what’s clicking. Here’s what’s not. So we spend a lot of time making sure that we follow up on what’s working and what’s not and just getting rid of what doesn’t. William Hanke (48:37)So as a business owner, you’re in the trenches running this thing. If somebody similar to you wanted to improve their online visibility today, where do you think they should start? Lexi Schultz (48:50)think in the window treatment industry, focusing heavily on visuals would be probably where I would start because people don’t reach out until they can make a decision on what it’s going to look like. so using those platforms like Instagram to be able to show your work or if you’re not ready to show your work yet, embracing AI to be able to create a tool to show rooms or get inspirations going, having something that allows a client to see what is possible instead of just a bunch of, random stock images from your vendor of fabrics. That’s not going to sell anything. People in the window treatment industry, we go on these sites because we want to see window treatments. We don’t want to hear 50 different ways to reach out to you. We want to see the finished product before we’ll even contact you. So I feel like if someone’s starting out, obviously stay in it. Don’t give up because it is a big red ocean out there, as they say, for you to swim into when it comes to online marketing. But if you stay the course and you’re really passionate about what you’re wanting to present or what you want your brand to look like, whether it’s maximalist, minimalist, whatever. Just stay the course, stay consistent and make sure that you’re only focusing your energies on your audience. If you try and capture everybody, you’re gonna lose. So having yourself be present visually, getting your photos into Google and organic search right away, just so people can start knowing with meta tags and backend tagging what these things can look like and then lead them back to you. I start with the visuals, know, and starting to build a couple of good clients that trust your vision, ⁓ maybe even going in and doing it at your cost to begin with a few times just to get it photographed, just to get it on your portfolio. Really, it’s going to take some hours. It’s going to take some money. But once you get it going, you’re going to look the part. You’re going to look like you can actually walk in and someone’s going to feel comfortable giving you tens of thousands of dollars to do window treatments if you don’t have something to show for it. And it’s just a bunch of reach out here, forms here, maybe a stock image here and there. William Hanke (50:28)Thank Lexi Schultz (50:42)that might not get you across the finish line these days. William Hanke (50:44)Yeah, yeah. As a company that builds websites for window treatment companies, the gallery section is always highly trafficked because people want to look at, they want to imagine. Yeah. Lexi Schultz (50:55)my God, it’s like our number one for us too. It’s like, yeah, I agree. And it’s so important to fill that with your work or inspiration work that you have that you’ve associated with, anything you can do to start showing the finished product. Because once people see what’s possible, then they’re more apt to go, I can reach out. I understand now that this can be done on my window. Yeah. William Hanke (51:16)Yeah, it’s funny because gallery pages tend to not rank very well, right? They had to be exposed to you some other way, so all that other stuff matters. But that’s really their main goal is to start looking at what, my home can look like this. ⁓ you know, that’s pretty awesome. Lexi Schultz (51:23)Exactly. Yeah, it’s like opening a magazine these days. know, when you’re standing at the line, we have HEB here in Texas. So when you’re like standing in the line with your groceries and you see a Veranda magazine or you see a Texas Home and Living and you pick it up and you start flipping and you’re like, wow, look at all these cool window treatments or look at all these beautiful upholstery pieces. It makes you want to buy it. It makes you want to learn more. So if you can apply that logic to your site, people are definitely going to feel more comfortable clicking and reaching out. William Hanke (51:55)Yeah, cool. So let’s do a couple bonus questions here. You ready? ⁓ Lexi Schultz (51:58)Work! William Hanke (52:00)What is a tool or trick that you swear by that more people should start using? Lexi Schultz (52:07)think if it’s going to be a tool, it’s probably going to be being in touch and being a human with the process. We touched on it a little bit before about how AI is a great tool to bring in. That’s obvious. I can use that tool all day long. But to still have human connection, to still show up for your client, whether it be on install day, if that’s the type of business model that you run, or at least doing the house call or having them come back to whatever space that represents you and where you want to show them. making someone feel like you heard them and listened to them and that you spent time on their project and it wasn’t just a number and a queue, that’s the most important tip or trick or tool I can possibly tell because everything is going to get kind of absorbed by AI. Automatic emails are going to be starting to be sent. Voices are going to change on how people send. I’m highly uncomfortable sending an email unless I know that it sounds like me. I just feel like, my God, this is no longer my brand if I can’t really hone in on it and I won’t send it until it does. If you just hit click, yes, this sounds good, do this, you’re losing the human interaction. So not losing the ability to like sit down and hear your client’s needs and hear that they said at least several times that they have a lot of sun in this room. That means they’re going to want to close the draperies. Don’t go and sell them a mock valence or a mock Roman shade. They’re going to call you and go, why did you sell me this? This isn’t what I asked for. I said, I have sun that’s roasting me while I’m watching football on Sunday. So listening and just picking up on what clients are saying and having a relationship with them so that they know they can trust you, but also that you heard them and that the product they’re getting is actually what they’re getting. That’s the most important tip and trick I can give. William Hanke (53:41)I like that. I like that. What’s a trend that you think is going to reshape the industry in the next two to three years? Lexi Schultz (53:51)If it’s a trend when it comes to fabric and things like that, I’m really excited about where the industry is going. I can open a magazine these days and see more maximalist design. And I’m like, yes, we’re starting to bring back silk fabrics and some more avant-garde looking things and top treatments are coming back. So if it’s a trend aspect, I’m pretty excited to see all of those more maximalist fabrics in use again. They’re not for everybody, but it’s certainly the way I like to design. ⁓ If it’s a trend when it comes to The marketplace as a whole, definitely the trend of AI kind of coming in and selecting who’s going to be shown for advertising purposes. Because without that SEO support and all of the good things you need to be doing with your website, soon people will just be asking Chad GPT, hey, who do you trust for draperies in my area, in my zip code? And that’s it. If you’re not on that list, you’re done. So having the ability to have the amount of years behind you, like we do. the support structure and the star rating and the clientele to support the authoritative selection of an AI figure to be able to select and give you the best recommendation. I think that that’s gonna be a huge shifter for what you do, Will, and then also for what I do, to getting shown in front of people. William Hanke (54:56)Yeah. Sure. Yeah. Yeah, we’ve already got clients that are getting recommended by chat GPT. Lexi Schultz (55:04)We are too. The other day I had somebody tell me that I’m like, that is so cool. my gosh, I love this. ⁓ William Hanke (55:10)Yeah, pretty cool. But it speaks back to the fact that you’ve built this foundation. It’s not like you just just didn’t Lexi Schultz (55:15)Yeah, I didn’t just show up. Absolutely not. And so I think that’s part of it too, is the amount of years we’ve been on Google, the amount of work and updates clearly our site has taken on, ⁓ and just the amount of time and relationships that we’ve had in the Austin area. I sure miss physical marketing. I always have a dream of going back into doing magazine, but I’m like, it’s so expensive. But I would absolutely love to open my magazine that I subscribe to and be like, There’s us, just to say it, you know what I mean? William Hanke (55:45)That’s great. Yeah. Yeah. Lexi, thank you so much for all the things that you’ve shared today. I really do appreciate it. ⁓ Yeah, cool. Yeah, it’s been fun. Where can people learn more about you, the showroom, and the Art of Drapery Academy? Lexi Schultz (55:51)Absolutely, this was such a joy. Sure, so if you want to learn more, if you’re a retail client listening and you’re just kind of understand what’s out there in the drapery marketplace, our retail showroom is The Great Curtain Company and our website is austincurtains.com. That’s where you can find all of our products and see our galleries and see our work and see me and our showroom. We’ve got a whole video of our showroom up there. But if you’re a designer and you’re looking for a workroom, I am happy to tell you that we offer that as well. Same site, austincurtains.com. You can drop it down to the ⁓ trade and trade partners page. and be able to fill out a form to get a trade application sent to us and we can get you all set up. We’re happy to help and support your projects. But the Art of Drapery is just artofdraperyacademy.com. You can also find us on Instagram and that’s where we’re gonna be launching all of our new courses, ideas, and we’ve got something really special and planned for spring coming up right William Hanke (56:48)Listen to you. You knocked it out. This is fantastic. Cool. Well, thank you again. I really do appreciate your time. Lexi Schultz (56:51)Thanks guys, this was so much fun. ⁓ Thank you all. William Hanke (56:57)Yeah. Lexi Schultz (56:59)a good day. William Hanke (56:59)So that’s a wrap for today’s episode of Marketing Panes. Big thanks to Lexi Schultz for sharing her journey, her passion for American made and her mission to help designers level up. If something in this episode sparked an idea for your business, share it with a friend in the trade and make sure to follow us on YouTube, Spotify or wherever you listen. We’ve got more expert conversations just like this coming soon. And if you’re thinking about how to align your marketing with your message, we hope this episode gave you a roadmap.

February 10, 2026Episode 5546 min

How Better Measurement Systems Help Window Companies Scale with Nathan Eldridge

Guest Profile: Nathan Eldridge Nathan Eldridge is the CEO of Franchise Support Services (FSS), Nathan has leveraged his extensive background in technology and executive management to bring transformative solutions to the industry. His entrepreneurial journey began with the launch of two successful window treatment franchises in Dallas and Houston, where he quickly identified the industry’s need for more efficient and accurate measuring tools. Nathan’s most notable contribution is the development of the FSS Window Pro™ app, a groundbreaking tool that has revolutionized the window treatment consultation process. By integrating Bluetooth laser and tape measure measuring technology with cloud-based data management, Nathan has addressed one of the industry’s most persistent challenges: measurement accuracy. The app has significantly reduced errors, saved costs, and improved the speed of consultations, directly impacting the bottom line of businesses in the sector. This innovation demonstrates Nathan’s commitment to not only his own success but to the advancement of the entire window coverings industry. Beyond his technological contributions, Nathan’s launch of the Commercial Takeoff service further showcases his dedication to empowering small retailers to expand into larger commercial projects. By simplifying the complexities of project bidding, he is enabling more businesses to grow and thrive. Nathan Eldridge is a visionary leader who is actively reshaping the window treatment industry. Other Notes/Links: Websites:Franchise Support Services pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://youtu.be/P-Fl6yWv4JU?si=NExbpwY1f8Nw6RVu Click here to display Transcript TRANSCRIPT William Hanke (00:00)Hey, welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today, we’re joined by the founder of Franchise Support Services and a long-time leader in the window treatment space, Nathan Eldridge. Nathan comes from a deep background in engineering and tech. And after running successful franchises in Dallas and Houston, he shifted his focus to helping businesses improve accuracy, workflow and field operations. His work centers on solving real measurement and training challenges that every window treatment and awning company deals with. Welcome to the show, Nathan. Nathan Eldridge (00:47)Thank you very much, Will. Glad to be here. William Hanke (00:49)Yeah, glad to have you here today. know we’ve been friends for a while now, so ⁓ it’s exciting to have you on to kind of talk about what you’re up to. Yeah. So for anyone who hasn’t met you, how did your career in window treatments begin and how hands-on were you with the measurements and installs early on? Nathan Eldridge (01:11)My journey into the window treatment world was very interesting. in 2018, 2019, I started to look at franchises. I knew I wanted to buy a franchise. And I probably looked at, you know, probably 80 businesses. And when I came across the window treatment business, I looked at it and I realized like an epiphany, like window treatments is what my wife would love to do. And it took us about 18 months of exploring and looking at FDBs, but we bought our first franchise in 2021. And that was with Gotcha covered. It was for my wife to run full time. I kept my corporate job in the backend and I was going to help with systems and processes because that’s what I’ve done for my career. It took us about four months getting into the business and constantly telling our family about how exciting it was and talking with the window treatments and my wife just gravitated to the design side and the fabrics and all those different types of products. My sister looked at it and said, wow, this looks awesome. I want to do the same thing. so within about four or five months, I partnered with my sister. opened a second franchise. And then within one year we expanded to four territories. And so it was quick, fast and furious kind of growth into it. know, anyone that knows me, I don’t sit still very well. And so the growth and the explosion into it, I was there building the systems, the processes, and kind of looking at what we were doing. measurements quickly rose to the top of my focus list for my sister and my wife about how to optimize. And ⁓ what started as just trying to fix something for my family turned into a new product for the industry. William Hanke (02:52)Very good, and that product is the FSS Window Pro, right? Nathan Eldridge (02:58)That’s it, yep. So the FSS Window Pro is the app that we launched. When we first created it, it was really just something that was putting there for us. Being part of a franchise, we have 160 other best friends that are franchise owners and we started to show it to some of them and they started to ask, well, how do we get this? We want this in our business. And so we kind of went down a path of just being something we were gonna use internally to, okay, let’s open it and try to get it to where other franchises can use it, our friends. And then they would tell people and people started coming to us and saying, well, how do we get access to it? We’re not part of the franchise. so it just kind of bloomed in 2023 into something that we put open to the market. And it’s kind of grown word of mouth since then. William Hanke (03:39)I love it. ⁓ That’s awesome. the FSS Window Pro was even an idea, what were some of those biggest frustrations that you were seeing out in the field? Nathan Eldridge (03:50)Man, so measurements were dependent on the person. So you could have one person that could do it really well, one person that did terrible at it. Tape measures, they’re error-prone in real-world conditions, right? You’re at the end of the day, you’re tired, you’re having to bend over, or you’re on a ladder reaching up. My wife is very short, so everything that was above her head was a challenge. You also, it’s independent on rounding decisions. So it’s very inconsistent from person to person, how they read it, what they round to. In our industry, doing inside mount. and rounding down is very important. ⁓ Then that came down to writing the measurement. introducing the human error, was that a 5 8s or a 3 8s, reading the handwriting later, transcribing it ⁓ wrong, were the top pain points. Those five were top pain points for us. William Hanke (04:38)Yeah, and as a systems guy, human error is like the bane of your existence, right? You the whole reason you build these things. Nathan Eldridge (04:45)Yeah, yeah, you know, a good system should have no human error. The process should be so robust that anyone can use it, right? You don’t need super humans to run your business. William Hanke (04:55)Yeah. Right. Yeah. And you’ve mentioned before that those processes and not the people are often the root of the mistakes. So can you unpack that a little bit more? Nathan Eldridge (05:08)Yeah. So coming from my corporate background, you know, at multiple degrees in engineering, lean is embedded in everything that I’ve done my whole career. And, you know, errors when they do happen, it’s not human. The human nature is we go, why did you make that mistake? And you focus on the person, you know, a really basic tool that, you know, people learn early on in lean is five Y’s, right? So when you ask why five times, so if you took a measurement that’s wrong and you asked, why was it wrong? It’s wrong because someone wrote it down incorrectly. Why do they get written down incorrectly? Because the rep was rushing, relying on their memory. Why were they rushing? Because there wasn’t a standard workflow, no validation. Why was there no validation? Because the process was never designed to catch errors. And by time you get down to the fifth, you’re no longer talking about the installer, the sales rep, you’re talking about what’s missing in the standards or a lack of a tool. And so it’s really just about bringing that into a workflow and trying to make it where it’s optimized, where everyone can succeed at the same level. William Hanke (05:57)Right? Yeah. Yeah. And so that’s awesome. You took that kind of you drilled down into what the real issue was, tried to start solving for that, which would obviously then work its way back up the chain. What was what kind of surprised you the most on the tech side training gap, even resistance to change? Nathan Eldridge (06:27)So the first stage was with my sister and my wife and their adaption to new technology was good. I brought them the solution and they were eager to remove problems and so the adaption was easy. When we went to the next step, we kind of expanded it to franchises. I found that people really had a hard time of, this is how I’ve always done it. I’ve always used tape measures. I’ve always done a notepad with a pen and paper. ⁓ Somewhere in the journey into launching it into the full market, I heard enough customer feedback that people maybe didn’t trust lasers. They bought a laser 10 years ago and they tried it and they had accuracy problems. And a lot of the times if you, fly, why did they have accuracy problems on a laser? They treated it like it was a hammer. They threw it in a tool bag. You got thrown in the back of the truck when most of these lasers need to be treated like a cell phone, right? You don’t just throw it in a bag and throw it somewhere. You put it in your pocket. It’s taken care of. ⁓ But one of the things that we’ve looked at is that adoption of the tech side and the resistance to change is the Reekon T1 That’s a nice middle ground. So if you have someone that’s not ready to fully go into a laser, but they want to go digital, they want to remove some human error, they can go into a Reekon T1, which is a Bluetooth tape measure. And that product’s unique because it has no calibration. So if you drop it, as long as it powers on, it doesn’t have to get recalibrated. So it really helps the trust factor. to get them into new tech and the resistance to change. It’s not the ideal product. Laser is definitely the ideal product as a place for both of them, but it is a really nice stepping stone for people to at least engage in a digital way to change their process. William Hanke (08:09)Yeah. What measuring tool do you prefer people to use or recommend? Nathan Eldridge (08:15)Everyone that I do a demo for, I recommend that they buy both. So to me, a laser is like a Phillips screwdriver and the T1 is like a flathead. So everything that’s an inside mount product, you should run the laser for. Everything that’s an outside mount product in draperies, you should run the T1 for. And so my recommendation is that you build your processes around that. I tell a lot of people a story that a lady finished measuring a job. with her X3 on a Friday and she had changed the reference point from the back of the device to the front of the device to measure some depth of some windows. And then she put it in her bag and forgot to change it back. And the next Monday she showed up at a client’s house and she measured an entire $37,000 job with the reference point from the front of the device instead of the back. Cost her $37,000 to remake the whole house because everything inside Mount was three and a half inches short, which was a terrible thing to experience. If she had bought that one tool, $260 to have the T1 and use the T1 for that measurement, she would have never, ever changed her settings. And so like the idea of this again, lean, right? $260, the right tool for the right thing. And she would have never touched her settings ever. And that mistake could never happen in the business. And so I try to convince everyone to think about it that way. There’s two tools, one for inside mount, one for outside mount, and you build it into your process. William Hanke (09:42)⁓ very good. ⁓ Is that a pretty common measurement mistake that people make or do you see some other ones that are pretty consistent? Nathan Eldridge (09:54)⁓ I think that a lot of people wouldn’t try to use the laser to measure the depth of a window. They probably would just pull out their tape measure and do it manually. ⁓ So I don’t think that’s a common mistake, but it’s definitely available. Anyone that messes with the settings, you could happen into that as a mistake. William Hanke (10:12)Yeah. Do you see any mistakes that repeat themselves over and over again? Nathan Eldridge (10:17)rushing, being tired, frustrated. One of my favorite examples is helicopter customers. And the helicopter customer, you’re in their home, they want to follow you around and watch you as you’re going through their house. But the helicopter customer is the person that is following you six inches off your side and wanting to talk to you the entire time. And you’re trying to focus on measuring. And you could go up on a step ladder, you get the top measurements, you come back down the ladder, William Hanke (10:38)yeah. Nathan Eldridge (10:44)you go to ride at the notepad. And you don’t remember what the dimension was because you just lost it because you stopped for a second to answer a question to her. so, you know, between the human fatigue of being rushed or tired and the helicopter customers, those definitely set the pace for the largest repeating mistakes. William Hanke (11:00)I feel like we should be able to create like a Seinfeld episode out of this, right? Similar to the close talker, guess, right? Nathan Eldridge (11:05)Yes, for sure. Yeah, yeah, yeah, exactly. William Hanke (11:12)Yeah. So are there any hidden costs that business owners don’t always calculate beyond just the remake that you explained in the one example? Nathan Eldridge (11:22)Yeah, remakes are the top and we can see that directly on our P &L as owners and operators. But, you know, one of the hidden things that are cost is return trips. So you were in the home and you think that they’re going to do only inside mount products. So you only measured inside mount. Then you get home and, know, I don’t know what other people experienced in our two businesses. We probably average about two and a half quotes per person. So we’re between two and three iterations of quotes. And a lot of times they’re going to move from an inside mount to an outside mount. Maybe they went to a friend’s house that night and they had beautiful outside mount. They’re like, you know what, we’re inspired. We want to change. And if you didn’t capture those measurements, guess what? You’re doing a new trip and you’re going back out there and re-measuring for outside mount. These add up. They chip away at your margins. They take away your capacity, your team to schedule, you know, more consults and installs. And so I think that’s probably one of the worst things that we do. And we have a solution for that. You’re standing at the window, you capture all the measurements at one time. You measure inside and outside and in know 15 seconds of that window you can iterate your quote 10 times. It doesn’t matter. You have all the dimensions you need as the customer changes their mind on products and so yeah. William Hanke (12:34)Interesting. So it’s a good habit for somebody that’s doing the measuring to have that kind of muscle memory to do that. Are there any other habits or field routines that you see that really separate the pros from the noobs, the starters? Nathan Eldridge (12:54)Measuring the same way every time. So having a process and you know, the pros definitely want to capture the inside mount, the outside mount dimensions all at one time. They never want to have to come back. We modeled the app around how we measure and that’s just how we do it. But we built in a template feature so anyone can take it and mold it to match their measurement processes. And then they save it. So every time they walk up to the window, it’s in the exact order. They can add custom measurements and it makes it their sheet and they do the same thing every single time. That repetition really helps get people in the flow. When they’re measuring every window different based on where they’re standing or, you know, right handed, left handed and, you know, measuring left to right or right to left, top down, it really makes a big difference in the repeatability. So ⁓ William Hanke (13:47)Yeah, yeah. Can you walk us through the day of, you know, day in the life of someone using the FSS Window Pro app? Nathan Eldridge (13:54)Yeah. So today you start, you know, first thing in morning, you’re going to create the clients that you’re going to go measure that day. So you’d look at your calendar, you’d be creating whatever clients you’re going to be measuring. ⁓ When you show up to their house, you go in and you start measuring. In the app we organized today by rooms. Most residential are organized, you know, by the living room, the kitchen, bedroom one, primary bedroom, things like that. Inside of them, we have auto naming in the app that kind of goes through window AA through ZZ. which lets you put about 271 windows per room. And then for every single window, you’re going to capture all the dimensions. We have a section for product notes, installation notes, and job site pictures. And one of the really key things that we try to teach people in the demo phase, that job site pictures, you should take two pictures per window. You should be taking a picture during the tech measure so you can see that that drywall damage was already there. Your team didn’t do it. And then after you do the install, you can take another picture of it. And then that really serves as kind of your warranty claim when they call you back and say, hey, this slats broken. You’ve got that picture as your crew went to leave the house of it perfectly installed. You send it back to the customer and they go, ⁓ you know what my nephew was playing in there last night. Maybe he broke it. Maybe it wasn’t y’all. So the before and after really is powerful. And then you access all of that data from our portal. You can pull all the measurements out in an Excel file or in a PDF report. William Hanke (15:14)Okay. Nathan Eldridge (15:14)Both of those come with all the notes and then you can also pull down the zip files of all the high resolution pictures. And so it really lets you just have a complete data set of that pulled out. lot of our customers want those files moved into their own cloud or customer storage. So they’re pulling them out of our portal and loading it into their SharePoint or Google Drive or wherever they use. William Hanke (15:38)Yeah, very good. I know we’ve got it in lead boomerang. We’ve got a section specifically for documents and pictures. And a lot of our clients will do that exact thing. They’ll take before and afters and save them in there. It’s tied to that contact record so that they have that when they call back a couple of months later and said, you broke this. Nathan Eldridge (15:56)Yeah, yeah, yeah, it’s so important. People that are doing notepads, you’re not gonna ever come back and find those. And a lot of our customers, you ask them, how many jobs did you do last month? Oh, we did 30 jobs. Okay, how many pictures on your camera roll from that job? 1,400. How are you gonna find the one picture to that one window that you need for the warranty claim? So having it organized with an easy button is really, really good. William Hanke (16:22)Yeah, yeah, having all that data tied to something that’s easy, easily searchable. What data do you think people often forget or miss, especially when they’re measuring by hand? Nathan Eldridge (16:32)Definitely obstructions or the installation side of things. And so they’ll maybe note down the dimensions for the product. They might sketch down something for the product, but maybe for that one window, they’re drilling into tile. And so they need to have a note before they come to install that they need to bring the right bits to build a drill into tile or concrete. So really the installation side, the obstructions. One of the things that we found, a lot of our customers are using 1099. you know, installers that are not their own employees. And so to be able to capture that, especially if your product’s lead time is 10, 12 weeks, you’re not going to remember that job’s nuances when it comes time to do the install. So our installation notes let them quickly look at that, see what they noted, and then communicate the day before with their 1099 crew, hey, we have something special. We’re doing this, this, and this. Make sure you bring the tools. So it’s definitely… that side of the business, think, people miss capturing data and they just hope they cover it. If you look at your installer’s bags, they’re full of shims and drywall repair and washers and all this stuff that they’ve learned because they weren’t told what they needed, so they just carry a bunch of stuff. William Hanke (17:41)Yeah, back to systems and processes, right? You have something in place that you have a way to remember that thing 12 weeks later, or at least something to remind you about it. I love that. Nathan Eldridge (17:44)Mm-hmm. Exactly. William Hanke (17:52)So I wanted to talk a little bit more about training new reps and installers. Hiring is one thing, but training is another. What makes training in this industry so challenging? Nathan Eldridge (18:03)This industry, especially in the US is very interesting. So in the US we have about 10,000 retailers and most of them are small businesses, which means unfortunately that they probably don’t have established processes. So as they go to scale, they’re bringing someone in and their processes are in their head. And, you know, there’s things you can do to do that, but we, we hope to solve at least the little tiny segment that we’re in, which is the measuring side. And, know, we, When we launched the app, we made a full suite. have about 30 videos on our YouTube channel. This next like two weeks, we’re going to be launching a new in-app tutorial that people can walk through and teach themselves the in-depth application, how to use it and how to apply it to measuring. So we hope that we can help solve the training of new staff, at least in the measuring portion. But definitely, you know, when it’s a single owner operator and they’re bringing on their first person, there’s challenges there. William Hanke (18:56)That’s really helpful. When somebody is brand new, what skills or fundamentals should companies really focus on first? Nathan Eldridge (19:03)product knowledge. Definitely, you know, this industry can be really overwhelming for a sales rep. There’s so many things to sell. You know, one of the things that we did when we started our businesses without any prior experience, focus on one element at a time. And so we picked one vendor and we partnered with that one vendor and we sold those products for, you know, four or five, six weeks until we were comfortable. And then we added the next vendor. So really building it on one piece at a time without trying to boil the entire ocean at one shot. William Hanke (19:33)Right, that makes sense. What are some of the most common pitfalls when you’re onboarding like a new salesperson or a new installer? Nathan Eldridge (19:40)If it’s your first person, you’re so busy, you don’t have time to train them, which means they have to learn on the job, which usually translates directly to mistakes being made in the expenses hitting the P and L. And so, you know, the pitfalls would be having them have six to eight weeks where they don’t have to work on their own and allowing them to shadow you for six to eight weeks. And then the on the job training is actually training and it’s not on the job. William Hanke (20:02)Right. Yep. Nathan Eldridge (20:07)Learning which is different because you’re out there learning how to swim or sink so William Hanke (20:09)Thanks Yeah. Yeah. Are there any new, are there any tools or approaches that help these new reps avoid kind of freezing up on the job? Nathan Eldridge (20:21)I think back to really the selling one brand at a time would probably be the same answer. Along with this, I think that you ensure that whoever they go out and sell, you partner them with the vendor that has the best retailer support. So everyone knows that you’ve got one vendor with an awesome rep, one vendor with a terrible rep, put them with the one that’s the awesome rep. That rep is gonna be your largest resource to help train them. that’s not taking your bandwidth so they can come down that product learning curve without always having to rely on you. ⁓ So I would evaluate which vendors give you the best support in your area. William Hanke (20:57)Yeah. And obviously bringing somebody on that’s new is a step towards scaling your business, right? ⁓ As your team grows, communication sometimes becomes the thing that breaks. Where do you see those cracks typically show up? Nathan Eldridge (21:15)So you kind of look at the life cycle of a job. You have the measure, the quote, the order, the install. And if it’s one person that’s doing all four steps and they’re organized, it’s okay. You have one person doing all four steps and they’re disorganized, you start to have problems. But the larger cracks are when you have multiple people having to do a handoff. And so you did the measure. And if today you’re doing measurements on a napkin, on a notepad, and you just take a picture, you send it to them. And that person’s supposed to read your handwriting to work on the quote. Or then they’re supposed to look at that and then do the order. So that communication and the handoff between the technical measure, the products, the measurements into the quote and order phase definitely is an area for cracks. communication really gets it. William Hanke (21:46)you Yeah, yeah. And, you know, as an owner, how can how can an owner kind of, you know, keep quality consistent when they can’t be in all the different places, especially again, as they are scaling their business? Nathan Eldridge (22:17)I’m gonna be a broken record here, but processes, right? So giving them the same thing to follow every time. ⁓ Doesn’t matter if it’s something super sophisticated or if it’s a one note with three things already filled in, but they fill in the same three things for every job. So it could be something simple. It doesn’t have to be this giant AI driven tax deck that everyone gets like, they don’t even know what that is. have to Google it. It could just be a note file that you organize and the team collaborates on. William Hanke (22:19)You Nathan Eldridge (22:46)As long as it’s there and it’s trainable and repeatable and people use it. William Hanke (22:52)Yeah, yeah. And I’m with you on the process thing. It’s a hugely different world when you start getting into building systems and writing SOPs and having things that are standard, you know, that you know it’s going to start at step A and it’s going to end at step Z. And if everything’s followed, you’re going to be in a good spot. Nathan Eldridge (23:06)Yeah. William Hanke (23:15)That’s great. ⁓ For businesses that are juggling installs, measurements, orders, what leadership habits ⁓ help kind of keep everything coordinated? Nathan Eldridge (23:27)If there’s multiple staff having clear accountabilities for each step in that process, so knowing who’s doing the tech measures, who’s doing the coding, who’s doing the ordering, who’s managing the schedules, the communication with the installers and the customer. If it’s a single owner operator, it’s back to the system and repeatable process. They’ve got to know what they’re doing. Over communication is just a critical step. ⁓ When you start to have multiple team members and kind of a project management software is really… really critical to manage those handoffs between accountabilities. In our business, we use Asana. There’s a handful. You can Google it. There’s like 30 options out there. But having something that’s the standard place that you go to, it’s where you communicate, it’s how you hand things off together, really, really helps when you’re juggling, especially between the installs require scheduled with multiple people’s calendars, measurements have many data sets. William Hanke (24:04)Okay. Yeah. Nathan Eldridge (24:25)And then ordering has all its own things, right? You got to make sure you don’t miss one key attribute that ruins the order and ends in a remake. William Hanke (24:32)Yeah, yeah, Asana is a great tool. And that’s a project management tool, not necessarily a CRM. They’re typically different tools. Nathan Eldridge (24:38)Yeah, it’s really just project management and it gives you the views. can look at it like a Gantt view or Kanban board. But again, it’s not about the software. It’s about putting a tool in place and using it. So you can do something really simple in Excel or something fancy like Asana. William Hanke (24:57)Right, yeah. As the business gets bigger, it’s better probably not to use the Excel sheets, right? But it’s a great place to start. Nathan Eldridge (25:04)yeah, the Excel sheet in the SharePoint that someone accidentally deletes or corrupts, yeah, yeah, it’s terrible. William Hanke (25:12)Yeah, yeah, for us, we use ClickUp, but we’ve used Teamwork in the past and a couple others, you know, but any like you said, any of them are good. They’re going to get the job done, right? Very good. Nathan Eldridge (25:21)Yep. William Hanke (25:24)What technology trends do you think are going to change how window companies measure, sell and install over the next couple of years? Nathan Eldridge (25:33)So LIDAR is going to change the world. Today, you can’t measure LIDAR with something at the level of accuracy that we need in our business. But it’s only a matter of time. It’s coming down its innovation curve right now. There are a few LIDAR scanners that are on the market that can scan even beyond the accuracy that we require. But they average $80,000 to $100,000 right now. But they’re also those outputs are super configurated for like engineering firms. So they’re heavy and other software. They’re not dumbed down where you can just get the output usable to what we need. But I do think in the next five to eight years, it will advance enough that people can be using their phone with a LiDAR scanner and scan windows. William Hanke (26:21)Yeah. Pretty much all of the robo vacuums that come out now are lighter. Nathan Eldridge (26:26)Yeah, yeah. If you can work in half inches today for your job, LIDAR is ready to change the world. But if you need something that’s under a half inch accuracy, there’s a little left to desire there. William Hanke (26:34)Right. ⁓ Yeah, yeah, but I totally agree about that. As I watch these innovations and like I said, all the RoboVacs have them now, have LIDAR. It’s just like common, where two years ago that was, ooh, this one has LIDAR, we should get that one. Nathan Eldridge (26:58)Absolutely. William Hanke (27:01)Why is field data and documentation becoming more important than ever? Nathan Eldridge (27:07)Our products are far more complex. ⁓ If you went back and looked at window treatments 15 years ago and window treatments today, we’re adding motorization, you’re adding controls, you’re adding what WiFi connector you’re gonna have. They’re just getting more complex. And so when you look at that field data and the documentation, the more complex the products come, the more important it is that we drive efficiencies and how we grow that process, how those standardizations and. ⁓ keeping the data organized is super important from the technical measure to the ordering. William Hanke (27:40)Yeah. Yeah. What about somebody who’s maybe a little bit intimidated by a lot of the tech? Where do you think they should begin? Like what’s an easy entry point into this world? Nathan Eldridge (27:52)So when it comes to digital measurements, the first step, we’d have a couple of customers, like the first baby step if they want to try it is they can use the app and still measure with a tape measure. And so they’re still using the tape. They’re making that decision of what the dimension is that they want, and they manually input it in. Once they’re comfortable with that, we try to get them to look at the Recon T1. go to a digital solution, so it’s transferring it for them. It’s now removing the human error out of the rounding process. And then once we get them comfortable with that, we try to step them into the X3, the laser, and then they’re able to use the full digital ecosystem. ⁓ So if they’re intimidated by it, that’s typically the path that we get them to go down. William Hanke (28:37)Nice. Okay. ⁓ How do you see automation, AI, some of these digital measurement tools influencing the industry long-term? I know you and I are both huge fans of chat GPT and using AI both in our own businesses and for our customers as well. Nathan Eldridge (28:49)Thank you. Yeah, I use chat GPT and perplexity probably three, 400 times a day. It’s open on everything that I have. AI is coming and how it can be applied. You know, it’s man, the universe is the limitation. I think that the first place it’s going to come into is how we do visualizations of products for our customers along with configurations. And so I know that there’s a few of the CPQ companies that are already looking at how they’re applying AI to their configurators and then applying the visualizations. I’ve I’ve got a whole sample set with ChatGPT. I’ve built a whole agent for visualization of window treatment products. It’s quite good of what I could do in about five days of training it. ⁓ So I definitely think that’s coming. When it comes to the measurement data plus the product configuration, I think that the AI is going to add extra intelligence where you come in and you do what I tell you, where you do the inside and the outside amount measurements. And then you do the product configuration and then AI will make the decisions of what products, what deductions and what like gaps. So I think that the future state there will be the application that we feed at the raw data. It looks at the product you’re doing. It has the product knowledge. You know, today we only have that kind of product knowledge, maybe in one of the CPQ vendors. But then you apply that and let the AI choose what the dimensions and deductions are to order the product. I think that’s going to be a really good logical step for our industry. William Hanke (30:22)Yeah, yeah. On the other side of that, what tech do you think is really overhyped right now and what’s kind of, you know, maybe underappreciated as well? Nathan Eldridge (30:31)I don’t know if I can think of any tech that’s overhyped. Too many people are calling things AI when it’s really not AI. I could go down a whole list of stories about this, but everyone’s throwing the word AI on things that they wanna say it’s AI when it’s really not. It’s just, you program it. So it’s not learning, it’s not machine learning, it’s not large language models. it’s… William Hanke (30:41)Yeah. Nathan Eldridge (30:54)I think that’s probably the over-hive. Everyone just thinks they can throw that word, those two letters on the end of something and, it’s a new product, but I don’t think that’s quite right. William Hanke (31:03)Yeah, yeah, I would agree with that. ⁓ There’s not a day go by that somebody doesn’t say, that’s probably AI. Wait a minute, hold on. Yeah. I wanted to talk real quick about some industry pain points for owners. Nathan Eldridge (31:11)Yeah, yeah. William Hanke (31:18)How do you think, or how should owners think about measurement, communication, accountability, all kind of as a connected system? Nathan Eldridge (31:28)Easy, one word, Zapier. So, I mean, especially for these small companies, right? So if you don’t have a full ecosystem built and you’re not sure how to do it, Zapier. And if you’re listening to this and you don’t know what Zapier is, go to YouTube, type in Zapier demo and explore it. One of the things that I tell my customers a lot is when they ask me, how do I connect this data into my ecosystem? What should I use? I tell them, go to Zapier. William Hanke (31:31)you Nathan Eldridge (31:57)and go look at what apps are already pre-programmed and integrated and make your decisions off the list that’s already done. So then you have to do no programming integration or anything. ⁓ We have a version of our Excel sheet that is made for Zapier that if someone wants they can get it and you can map all the data fields into anything else. so mean, Zapier I think is at the cutting edge. think that there’s a competitor now, make.com, think, that’s cheaper, but their number of integrations are less. And so you just have to look at what apps you want to use. But when it comes to an owner thinking about how to make a connected system between measurements, communication, accountability, I think that Zapier should be their starting point. And then they look at the ecosystem of apps that are already there. William Hanke (32:47)So I’m assuming that means FSS has a Zapier connection. Nathan Eldridge (32:51)So we have the CRM file that you can zap directly into what you want it to go to. So we don’t integrate directly with the app itself. You get the file and then map the file into wherever you want it to go with the data. Yeah. William Hanke (32:57)Yeah. Yeah. Right, yeah, nice. I remember when I learned about Zapier and it must have been 10 years ago at this point, ⁓ but it’s wild how many people still don’t know that there’s that system out there that makes it able to talk from one to another easily. Nathan Eldridge (33:21)And, you know, if you went back 18 months ago, you had to be someone that was tech savvy to really use it, right? So it still required you to be tech savvy. Today, you can go to chat GPT and tell it, I want to connect this and this with a Zapier. Give me the 10 steps to do it. And it will literally tell you like, click here, do that. so you add chat GPT to have a connect with Zapier and it’s done. Everyone’s a tech genius. William Hanke (33:45)Yeah. Yeah, right. In your view, what separates companies that keep growing from those that kind of stay stale or stuck where they’re at? Nathan Eldridge (33:57)So probably first starting with people. So someone that is able to build staff and then empower them. That means, when I say empower them, probably three elements to empowering them. They gotta have the tools, they gotta have the training, and then you’ve gotta trust them without micromanaging them. And so definitely if you’re stuck and that’s the side that you have to look at. Once you have that fundamental piece, then it’s back to the systems. Are they repeatable? Are they scalable? ⁓ And then… You know, honestly, in our industry today, most of my customers, most of the retailers are, small, you know, privately owned companies. It’s about providing work-life balance. They chose to come work for you as a small business over a large corporation for that value of that. And if you bring someone on and you want them to work 65 hours, like, you know, the same as you as the owner is an expectation. You as the owner have a vested interest different than just an employee. so giving them that. kind of work-life balance there. think those three things would help companies that are stuck. William Hanke (34:56)Yeah. Yeah. I think I’ve mentioned this before on a podcast, but I still remember the saying we as owners, you you’ll work 80 hours to avoid working 40. know. So yeah, yeah, for sure, for sure. All right. Couple bonus questions for you. I appreciate you taking some time today. Nathan Eldridge (35:06)Absolutely true. William Hanke (35:17)What’s something you wish more designers or window treatment businesses owners understood about custom drapery? Nathan Eldridge (35:24)The number one thing is that I would not order Custom Drapery from any of the big names. Find a local workroom and make them your best friend. Buy them a wonderful steak dinner once a quarter, tell them thank you, let them become integrated into your business, build your processes around how you’re gonna communicate with them, and really take your service in the Custom Draper world to the next level. ⁓ That I think is a great foundation part. If you can build that as a workroom in your area and an installer that builds the relationship together with the drapery workroom in solving problems, it’s extremely, extremely beneficial. William Hanke (36:06)Yeah, that’s a great tip. like that. ⁓ What’s a tool or trick that you swear by that more people should be using? Nathan Eldridge (36:15)If you’re using our app, I show everyone using a wrist holder for the phone. And so if you have the laser on a lanyard, I’m right-handed, so the laser goes in my right hand, and then the wrist holder holds the phone, you’re completely hands-free. And if you’re walking around the house with an extension pole or a ladder, you’re going up and down, up and down and doing stuff. I mean, your ability, your speed is just unbelievable. It might not look like it’s the coolest thing in the world, but man. It’s the feedback that I’ve had from customers that have tried it. Usually, the first response back to me is, my god, why have I never tried this before? This is amazing. ⁓ William Hanke (36:57)That’s great. ⁓ I know we talked a little bit about AI and some of the long-term changes we think are coming in the industry. Any trends that you think are going to reshape the industry maybe in the next two to three years? Nathan Eldridge (37:10)So I mean, definitely LIDAR and the technology side, but trends, this is probably like a confrontational point, but I’ll say vendor consolidation, right? With what’s happening with Hunter Douglas and everything else going on in the background, you know, I think that the industry has a great potential to look different 10 years from now based on vendor consolidation. That could mean a positive thing. We’re sitting here talking about processes and getting lean. If there is vendor consolidation, there’s a chance that you’re being able to use one ordering system in the future and get to more products and more portfolio. So that could be a trend that we see. But time will tell. William Hanke (37:48)Yeah, especially with back to chat GPT, I think as more people use that somebody’s going to come up with a really easy way to get a lot of that done. Or maybe not easy, but easy for the end user. Yeah, yeah. For somebody that’s listening, maybe who’s early on in their business, what’s a piece of advice that you would give to them? Nathan Eldridge (37:57)Yeah, I agree. Yeah, yeah. The journey to get there won’t be easy. Metrics so understanding your business your business should be run by numbers and if you can’t quantify everything in your business You know, you should understand your marketing funnel where you’re getting return on ad spend and investments from the marketing side ⁓ Making the decisions of where to spend that money on marketing based on data Then getting into the business looking at your consults, you know how many consoles you’re doing how many consoles are turning into close rate? Understanding the close rate based on product You know, a lot of times in really good metrics, you could come back and correlate what products you’re selling to a close rate. And you see when I sell Ulta, my close rate is 85%. I sell this product and my close rate is 30%. Maybe you start to make decisions of how you structure your product, what you want to push. So metrics are that you can’t be over or under done on metrics. It has to be just right. And you should make your business decisions based on those. A lot of times, you know, William Hanke (39:12)Love Nathan Eldridge (39:14)an early, someone just starting out in this industry, they either bought a franchise like I did, ⁓ or they maybe worked for someone, they saw it and they just wanted to do their own thing and they broke out and started a shop. Back to, I hate to say chat GPT again, but if you don’t know where to start, go to chat GPT. And one of the things that I’ve seen, I’ve told other people to ask chat GPT to ask you 35 questions about your business so that it can define all the metrics you want. That one prompt. William Hanke (39:27)you Nathan Eldridge (39:41)It’s just going to ask you a bunch of questions and you answer it. And at the end, you will have an entire data set of the metrics that you should track. And if you don’t know how to track them, you then could ask ChatGPT to build you a plan of how you could put something in place to track it. ChatGPT can solve this for so many people. William Hanke (39:54)Right, yeah. Yeah. And from that, you can build KPIs so that you can then scale, which is what we were talking about earlier, right? That’s awesome. I want to get information from you on how people can learn more about your business. first, I want to know what else are you working on? Nathan Eldridge (40:01)Yeah. Absolutely. So the app’s the primary thing. second, we have a service behind it. So focusing on measuring, we have a commercial takeoff side of the business. So we have a group of engineers and architects that work for us that do commercial takeoffs. And so if you get a bid, an ITB, an invitation to bid, lands in your lap and it’s for a thousand windows for this huge high rise. And you have no idea where to start. Cause you tried to download it and it was a zip file and you opened it. There was 285 files with like, 4,000 pages, you don’t know what to do. We turnkey that so you can send us all of those files and then we will do the commercial takeoff. And what comes back to you, you know, is a consolidated spreadsheet that you can then take and bid and do that. And so we’ve been doing that for about two years. We’ve got some really, really good customers that are just crushing the commercial space that send us like, you know, 10 to 15 jobs a month. We have… William Hanke (41:00)Wow. Nathan Eldridge (41:11)a connected service that will be coming this year in 2026. So if we do the commercial takeoff and let’s say you have a thousand windows, we’re going to be having a new module in the app that we will load those 1000 windows for you into the app with the commercial takeoff dimensions. And then when you go and you do the technical measure, you’re actually seeing the progress through the job. Everything’s made for you. You know, if everything’s already named, you know, office 102, office 103, we can save you. five hours of organization work in a job that size of organizing the windows and it’ll just be turnkey easy button. So that’s the biggest thing that we’re working on along with this right now. William Hanke (41:50)Wow, that’s a heck of a shortcut, right? That’s amazing. Nathan Eldridge (41:53)Yeah. It, and it’s really an enabler. A lot of, a lot of our customers, ⁓ it’s their first time to ever do a commercial takeoff and that can be really intimidating, right? You know, even looking at the division 12 specifications, if it’s 400 pages, how do you find and make sure you didn’t miss something for window treatments? And so we, we do the entire review and provide you a consolidated report that make you feel really confident in it. So it’s a, it’s a nice service. William Hanke (42:21)Wow, I love that. So tell me more about how people can learn about your company and your app. Nathan Eldridge (42:28)We have a YouTube channel, FSS app, so youtube.com/@fssapp You can go to our website, which is also fssapp.com and you can email me directly, which is Nathan@FSSapp.com. pretty straightforward and simple. William Hanke (42:44)Awesome. And tell me about your integrations. I know you guys integrate with Solatech Nathan Eldridge (42:50)We have been integrated with Solatech for about a year. And so if you measure with our app in the field, you can then select the final dimensions that you want to order the product to. You could have a window that you take 15, 20 measurements on, but at the end of the day, you’re only going to use two dimensions to order the product, right? One with one height. ⁓ And so our integration with Solatech today, you take all the field measurements and then you can iterate through the quote process and we export that data directly into Solatech. So it is live. Once you save that window, take something like two and a half milliseconds and it’s loaded there live. So if you’re trying to measure a window and building the quote simultaneously by the time that you switch on your tablet application over to Solatech, it’s already there in your measure sheet. ⁓ We’re in conversations with quite a few of the other CPQ companies. One of our goals as a company is that we want our measurement data to connect with everything. And so it’s, you know, we’re really focused only in our niche. We want to solve all of the industry’s problems in measuring. And then we just want to help make that final step where our data will go to wherever it’s going to be ordered from. And so in a perfect end world for us, we would integrate with all of the manufacturers websites and everybody. So the last human error now is to take stuff from our measure sheet and to order the product with it. And so if we can make that a digital handshake for the customers. we’re helping them remove all human error from the process. William Hanke (44:21)That’s great. And I know our developers are working on a connection with you with the lead boomerang system as well. So. Nathan Eldridge (44:25)Yep, absolutely. And that’ll be great because then they get their CRMs and once they know that they’re going to be going to do a technical measure, everything comes over from the CRM just helping them save time so they’re not sitting there having to put in their client’s details. Everything’s there. William Hanke (44:40)Yeah, yeah, it’s gonna be great. Well, listen, Nathan, thank you so much for being on today. I appreciate you explaining a little bit about what you guys do and what you’re up to. Nathan Eldridge (44:48)I appreciate it. Well, thanks for having me on. William Hanke (44:50)Yeah. So thanks so much for joining us, Nathan Eldridge. If this episode got you rethinking how you measure, train or scale your team, that’s the point. Better data leads to better decisions. Share it with a friend in the trade and make sure to follow us on YouTube, Spotify and wherever you listen. We’ve got more expert conversations just like this coming soon. Thanks everybody. TRANSCRIPT William Hanke (00:00)Hey, welcome to another episode of Marketing Panes the podcast where we talk with real window treatment and awning professionals about what’s working in marketing, what’s changing in the industry, and how to grow smarter. Today, we’re joined by the founder of Franchise Support Services and a long-time leader in the window treatment space, Nathan Eldridge. Nathan comes from a deep background in engineering and tech. And after running successful franchises in Dallas and Houston, he shifted his focus to helping businesses improve accuracy, workflow and field operations. His work centers on solving real measurement and training challenges that every window treatment and awning company deals with. Welcome to the show, Nathan. Nathan Eldridge (00:47)Thank you very much, Will. Glad to be here. William Hanke (00:49)Yeah, glad to have you here today. know we’ve been friends for a while now, so ⁓ it’s exciting to have you on to kind of talk about what you’re up to. Yeah. So for anyone who hasn’t met you, how did your career in window treatments begin and how hands-on were you with the measurements and installs early on? Nathan Eldridge (01:11)My journey into the window treatment world was very interesting. in 2018, 2019, I started to look at franchises. I knew I wanted to buy a franchise. And I probably looked at, you know, probably 80 businesses. And when I came across the window treatment business, I looked at it and I realized like an epiphany, like window treatments is what my wife would love to do. And it took us about 18 months of exploring and looking at FDBs, but we bought our first franchise in 2021. And that was with Gotcha covered. It was for my wife to run full time. I kept my corporate job in the backend and I was going to help with systems and processes because that’s what I’ve done for my career. It took us about four months getting into the business and constantly telling our family about how exciting it was and talking with the window treatments and my wife just gravitated to the design side and the fabrics and all those different types of products. My sister looked at it and said, wow, this looks awesome. I want to do the same thing. so within about four or five months, I partnered with my sister. opened a second franchise. And then within one year we expanded to four territories. And so it was quick, fast and furious kind of growth into it. know, anyone that knows me, I don’t sit still very well. And so the growth and the explosion into it, I was there building the systems, the processes, and kind of looking at what we were doing. measurements quickly rose to the top of my focus list for my sister and my wife about how to optimize. And ⁓ what started as just trying to fix something for my family turned into a new product for the industry. William Hanke (02:52)Very good, and that product is the FSS Window Pro, right? Nathan Eldridge (02:58)That’s it, yep. So the FSS Window Pro is the app that we launched. When we first created it, it was really just something that was putting there for us. Being part of a franchise, we have 160 other best friends that are franchise owners and we started to show it to some of them and they started to ask, well, how do we get this? We want this in our business. And so we kind of went down a path of just being something we were gonna use internally to, okay, let’s open it and try to get it to where other franchises can use it, our friends. And then they would tell people and people started coming to us and saying, well, how do we get access to it? We’re not part of the franchise. so it just kind of bloomed in 2023 into something that we put open to the market. And it’s kind of grown word of mouth since then. William Hanke (03:39)I love it. ⁓ That’s awesome. the FSS Window Pro was even an idea, what were some of those biggest frustrations that you were seeing out in the field? Nathan Eldridge (03:50)Man, so measurements were dependent on the person. So you could have one person that could do it really well, one person that did terrible at it. Tape measures, they’re error-prone in real-world conditions, right? You’re at the end of the day, you’re tired, you’re having to bend over, or you’re on a ladder reaching up. My wife is very short, so everything that was above her head was a challenge. You also, it’s independent on rounding decisions. So it’s very inconsistent from person to person, how they read it, what they round to. In our industry, doing inside mount. and rounding down is very important. ⁓ Then that came down to writing the measurement. introducing the human error, was that a 5 8s or a 3 8s, reading the handwriting later, transcribing it ⁓ wrong, were the top pain points. Those five were top pain points for us. William Hanke (04:38)Yeah, and as a systems guy, human error is like the bane of your existence, right? You the whole reason you build these things. Nathan Eldridge (04:45)Yeah, yeah, you know, a good system should have no human error. The process should be so robust that anyone can use it, right? You don’t need super humans to run your business. William Hanke (04:55)Yeah. Right. Yeah. And you’ve mentioned before that those processes and not the people are often the root of the mistakes. So can you unpack that a little bit more? Nathan Eldridge (05:08)Yeah. So coming from my corporate background, you know, at multiple degrees in engineering, lean is embedded in everything that I’ve done my whole career. And, you know, errors when they do happen, it’s not human. The human nature is we go, why did you make that mistake? And you focus on the person, you know, a really basic tool that, you know, people learn early on in lean is five Y’s, right? So when you ask why five times, so if you took a measurement that’s wrong and you asked, why was it wrong? It’s wrong because someone wrote it down incorrectly. Why do they get written down incorrectly? Because the rep was rushing, relying on their memory. Why were they rushing? Because there wasn’t a standard workflow, no validation. Why was there no validation? Because the process was never designed to catch errors. And by time you get down to the fifth, you’re no longer talking about the installer, the sales rep, you’re talking about what’s missing in the standards or a lack of a tool. And so it’s really just about bringing that into a workflow and trying to make it where it’s optimized, where everyone can succeed at the same level. William Hanke (05:57)Right? Yeah. Yeah. And so that’s awesome. You took that kind of you drilled down into what the real issue was, tried to start solving for that, which would obviously then work its way back up the chain. What was what kind of surprised you the most on the tech side training gap, even resistance to change? Nathan Eldridge (06:27)So the first stage was with my sister and my wife and their adaption to new technology was good. I brought them the solution and they were eager to remove problems and so the adaption was easy. When we went to the next step, we kind of expanded it to franchises. I found that people really had a hard time of, this is how I’ve always done it. I’ve always used tape measures. I’ve always done a notepad with a pen and paper. ⁓ Somewhere in the journey into launching it into the full market, I heard enough customer feedback that people maybe didn’t trust lasers. They bought a laser 10 years ago and they tried it and they had accuracy problems. And a lot of the times if you, fly, why did they have accuracy problems on a laser? They treated it like it was a hammer. They threw it in a tool bag. You got thrown in the back of the truck when most of these lasers need to be treated like a cell phone, right? You don’t just throw it in a bag and throw it somewhere. You put it in your pocket. It’s taken care of. ⁓ But one of the things that we’ve looked at is that adoption of the tech side and the resistance to change is the Reekon T1 That’s a nice middle ground. So if you have someone that’s not ready to fully go into a laser, but they want to go digital, they want to remove some human error, they can go into a Reekon T1, which is a Bluetooth tape measure. And that product’s unique because it has no calibration. So if you drop it, as long as it powers on, it doesn’t have to get recalibrated. So it really helps the trust factor. to get them into new tech and the resistance to change. It’s not the ideal product. Laser is definitely the ideal product as a place for both of them, but it is a really nice stepping stone for people to at least engage in a digital way to change their process. William Hanke (08:09)Yeah. What measuring tool do you prefer people to use or recommend? Nathan Eldridge (08:15)Everyone that I do a demo for, I recommend that they buy both. So to me, a laser is like a Phillips screwdriver and the T1 is like a flathead. So everything that’s an inside mount product, you should run the laser for. Everything that’s an outside mount product in draperies, you should run the T1 for. And so my recommendation is that you build your processes around that. I tell a lot of people a story that a lady finished measuring a job. with her X3 on a Friday and she had changed the reference point from the back of the device to the front of the device to measure some depth of some windows. And then she put it in her bag and forgot to change it back. And the next Monday she showed up at a client’s house and she measured an entire $37,000 job with the reference point from the front of the device instead of the back. Cost her $37,000 to remake the whole house because everything inside Mount was three and a half inches short, which was a terrible thing to experience. If she had bought that one tool, $260 to have the T1 and use the T1 for that measurement, she would have never, ever changed her settings. And so like the idea of this again, lean, right? $260, the right tool for the right thing. And she would have never touched her settings ever. And that mistake could never happen in the business. And so I try to convince everyone to think about it that way. There’s two tools, one for inside mount, one for outside mount, and you build it into your process. William Hanke (09:42)⁓ very good. ⁓ Is that a pretty common measurement mistake that people make or do you see some other ones that are pretty consistent? Nathan Eldridge (09:54)⁓ I think that a lot of people wouldn’t try to use the laser to measure the depth of a window. They probably would just pull out their tape measure and do it manually. ⁓ So I don’t think that’s a common mistake, but it’s definitely available. Anyone that messes with the settings, you could happen into that as a mistake. William Hanke (10:12)Yeah. Do you see any mistakes that repeat themselves over and over again? Nathan Eldridge (10:17)rushing, being tired, frustrated. One of my favorite examples is helicopter customers. And the helicopter customer, you’re in their home, they want to follow you around and watch you as you’re going through their house. But the helicopter customer is the person that is following you six inches off your side and wanting to talk to you the entire time. And you’re trying to focus on measuring. And you could go up on a step ladder, you get the top measurements, you come back down the ladder, William Hanke (10:38)yeah. Nathan Eldridge (10:44)you go to ride at the notepad. And you don’t remember what the dimension was because you just lost it because you stopped for a second to answer a question to her. so, you know, between the human fatigue of being rushed or tired and the helicopter customers, those definitely set the pace for the largest repeating mistakes. William Hanke (11:00)I feel like we should be able to create like a Seinfeld episode out of this, right? Similar to the close talker, guess, right? Nathan Eldridge (11:05)Yes, for sure. Yeah, yeah, yeah, exactly. William Hanke (11:12)Yeah. So are there any hidden costs that business owners don’t always calculate beyond just the remake that you explained in the one example? Nathan Eldridge (11:22)Yeah, remakes are the top and we can see that directly on our P &L as owners and operators. But, you know, one of the hidden things that are cost is return trips. So you were in the home and you think that they’re going to do only inside mount products. So you only measured inside mount. Then you get home and, know, I don’t know what other people experienced in our two businesses. We probably average about two and a half quotes per person. So we’re between two and three iterations of quotes. And a lot of times they’re going to move from an inside mount to an outside mount. Maybe they went to a friend’s house that night and they had beautiful outside mount. They’re like, you know what, we’re inspired. We want to change. And if you didn’t capture those measurements, guess what? You’re doing a new trip and you’re going back out there and re-measuring for outside mount. These add up. They chip away at your margins. They take away your capacity, your team to schedule, you know, more consults and installs. And so I think that’s probably one of the worst things that we do. And we have a solution for that. You’re standing at the window, you capture all the measurements at one time. You measure inside and outside and in know 15 seconds of that window you can iterate your quote 10 times. It doesn’t matter. You have all the dimensions you need as the customer changes their mind on products and so yeah. William Hanke (12:34)Interesting. So it’s a good habit for somebody that’s doing the measuring to have that kind of muscle memory to do that. Are there any other habits or field routines that you see that really separate the pros from the noobs, the starters? Nathan Eldridge (12:54)Measuring the same way every time. So having a process and you know, the pros definitely want to capture the inside mount, the outside mount dimensions all at one time. They never want to have to come back. We modeled the app around how we measure and that’s just how we do it. But we built in a template feature so anyone can take it and mold it to match their measurement processes. And then they save it. So every time they walk up to the window, it’s in the exact order. They can add custom measurements and it makes it their sheet and they do the same thing every single time. That repetition really helps get people in the flow. When they’re measuring every window different based on where they’re standing or, you know, right handed, left handed and, you know, measuring left to right or right to left, top down, it really makes a big difference in the repeatability. So ⁓ William Hanke (13:47)Yeah, yeah. Can you walk us through the day of, you know, day in the life of someone using the FSS Window Pro app? Nathan Eldridge (13:54)Yeah. So today you start, you know, first thing in morning, you’re going to create the clients that you’re going to go measure that day. So you’d look at your calendar, you’d be creating whatever clients you’re going to be measuring. ⁓ When you show up to their house, you go in and you start measuring. In the app we organized today by rooms. Most residential are organized, you know, by the living room, the kitchen, bedroom one, primary bedroom, things like that. Inside of them, we have auto naming in the app that kind of goes through window AA through ZZ. which lets you put about 271 windows per room. And then for every single window, you’re going to capture all the dimensions. We have a section for product notes, installation notes, and job site pictures. And one of the really key things that we try to teach people in the demo phase, that job site pictures, you should take two pictures per window. You should be taking a picture during the tech measure so you can see that that drywall damage was already there. Your team didn’t do it. And then after you do the install, you can take another picture of it. And then that really serves as kind of your warranty claim when they call you back and say, hey, this slats broken. You’ve got that picture as your crew went to leave the house of it perfectly installed. You send it back to the customer and they go, ⁓ you know what my nephew was playing in there last night. Maybe he broke it. Maybe it wasn’t y’all. So the before and after really is powerful. And then you access all of that data from our portal. You can pull all the measurements out in an Excel file or in a PDF report. William Hanke (15:14)Okay. Nathan Eldridge (15:14)Both of those come with all the notes and then you can also pull down the zip files of all the high resolution pictures. And so it really lets you just have a complete data set of that pulled out. lot of our customers want those files moved into their own cloud or customer storage. So they’re pulling them out of our portal and loading it into their SharePoint or Google Drive or wherever they use. William Hanke (15:38)Yeah, very good. I know we’ve got it in lead boomerang. We’ve got a section specifically for documents and pictures. And a lot of our clients will do that exact thing. They’ll take before and afters and save them in there. It’s tied to that contact record so that they have that when they call back a couple of months later and said, you broke this. Nathan Eldridge (15:56)Yeah, yeah, yeah, it’s so important. People that are doing notepads, you’re not gonna ever come back and find those. And a lot of our customers, you ask them, how many jobs did you do last month? Oh, we did 30 jobs. Okay, how many pictures on your camera roll from that job? 1,400. How are you gonna find the one picture to that one window that you need for the warranty claim? So having it organized with an easy button is really, really good. William Hanke (16:22)Yeah, yeah, having all that data tied to something that’s easy, easily searchable. What data do you think people often forget or miss, especially when they’re measuring by hand? Nathan Eldridge (16:32)Definitely obstructions or the installation side of things. And so they’ll maybe note down the dimensions for the product. They might sketch down something for the product, but maybe for that one window, they’re drilling into tile. And so they need to have a note before they come to install that they need to bring the right bits to build a drill into tile or concrete. So really the installation side, the obstructions. One of the things that we found, a lot of our customers are using 1099. you know, installers that are not their own employees. And so to be able to capture that, especially if your product’s lead time is 10, 12 weeks, you’re not going to remember that job’s nuances when it comes time to do the install. So our installation notes let them quickly look at that, see what they noted, and then communicate the day before with their 1099 crew, hey, we have something special. We’re doing this, this, and this. Make sure you bring the tools. So it’s definitely… that side of the business, think, people miss capturing data and they just hope they cover it. If you look at your installer’s bags, they’re full of shims and drywall repair and washers and all this stuff that they’ve learned because they weren’t told what they needed, so they just carry a bunch of stuff. William Hanke (17:41)Yeah, back to systems and processes, right? You have something in place that you have a way to remember that thing 12 weeks later, or at least something to remind you about it. I love that. Nathan Eldridge (17:44)Mm-hmm. Exactly. William Hanke (17:52)So I wanted to talk a little bit more about training new reps and installers. Hiring is one thing, but training is another. What makes training in this industry so challenging? Nathan Eldridge (18:03)This industry, especially in the US is very interesting. So in the US we have about 10,000 retailers and most of them are small businesses, which means unfortunately that they probably don’t have established processes. So as they go to scale, they’re bringing someone in and their processes are in their head. And, you know, there’s things you can do to do that, but we, we hope to solve at least the little tiny segment that we’re in, which is the measuring side. And, know, we, When we launched the app, we made a full suite. have about 30 videos on our YouTube channel. This next like two weeks, we’re going to be launching a new in-app tutorial that people can walk through and teach themselves the in-depth application, how to use it and how to apply it to measuring. So we hope that we can help solve the training of new staff, at least in the measuring portion. But definitely, you know, when it’s a single owner operator and they’re bringing on their first person, there’s challenges there. William Hanke (18:56)That’s really helpful. When somebody is brand new, what skills or fundamentals should companies really focus on first? Nathan Eldridge (19:03)product knowledge. Definitely, you know, this industry can be really overwhelming for a sales rep. There’s so many things to sell. You know, one of the things that we did when we started our businesses without any prior experience, focus on one element at a time. And so we picked one vendor and we partnered with that one vendor and we sold those products for, you know, four or five, six weeks until we were comfortable. And then we added the next vendor. So really building it on one piece at a time without trying to boil the entire ocean at one shot. William Hanke (19:33)Right, that makes sense. What are some of the most common pitfalls when you’re onboarding like a new salesperson or a new installer? Nathan Eldridge (19:40)If it’s your first person, you’re so busy, you don’t have time to train them, which means they have to learn on the job, which usually translates directly to mistakes being made in the expenses hitting the P and L. And so, you know, the pitfalls would be having them have six to eight weeks where they don’t have to work on their own and allowing them to shadow you for six to eight weeks. And then the on the job training is actually training and it’s not on the job. William Hanke (20:02)Right. Yep. Nathan Eldridge (20:07)Learning which is different because you’re out there learning how to swim or sink so William Hanke (20:09)Thanks Yeah. Yeah. Are there any new, are there any tools or approaches that help these new reps avoid kind of freezing up on the job? Nathan Eldridge (20:21)I think back to really the selling one brand at a time would probably be the same answer. Along with this, I think that you ensure that whoever they go out and sell, you partner them with the vendor that has the best retailer support. So everyone knows that you’ve got one vendor with an awesome rep, one vendor with a terrible rep, put them with the one that’s the awesome rep. That rep is gonna be your largest resource to help train them. that’s not taking your bandwidth so they can come down that product learning curve without always having to rely on you. ⁓ So I would evaluate which vendors give you the best support in your area. William Hanke (20:57)Yeah. And obviously bringing somebody on that’s new is a step towards scaling your business, right? ⁓ As your team grows, communication sometimes becomes the thing that breaks. Where do you see those cracks typically show up? Nathan Eldridge (21:15)So you kind of look at the life cycle of a job. You have the measure, the quote, the order, the install. And if it’s one person that’s doing all four steps and they’re organized, it’s okay. You have one person doing all four steps and they’re disorganized, you start to have problems. But the larger cracks are when you have multiple people having to do a handoff. And so you did the measure. And if today you’re doing measurements on a napkin, on a notepad, and you just take a picture, you send it to them. And that person’s supposed to read your handwriting to work on the quote. Or then they’re supposed to look at that and then do the order. So that communication and the handoff between the technical measure, the products, the measurements into the quote and order phase definitely is an area for cracks. communication really gets it. William Hanke (21:46)you Yeah, yeah. And, you know, as an owner, how can how can an owner kind of, you know, keep quality consistent when they can’t be in all the different places, especially again, as they are scaling their business? Nathan Eldridge (22:17)I’m gonna be a broken record here, but processes, right? So giving them the same thing to follow every time. ⁓ Doesn’t matter if it’s something super sophisticated or if it’s a one note with three things already filled in, but they fill in the same three things for every job. So it could be something simple. It doesn’t have to be this giant AI driven tax deck that everyone gets like, they don’t even know what that is. have to Google it. It could just be a note file that you organize and the team collaborates on. William Hanke (22:19)You Nathan Eldridge (22:46)As long as it’s there and it’s trainable and repeatable and people use it. William Hanke (22:52)Yeah, yeah. And I’m with you on the process thing. It’s a hugely different world when you start getting into building systems and writing SOPs and having things that are standard, you know, that you know it’s going to start at step A and it’s going to end at step Z. And if everything’s followed, you’re going to be in a good spot. Nathan Eldridge (23:06)Yeah. William Hanke (23:15)That’s great. ⁓ For businesses that are juggling installs, measurements, orders, what leadership habits ⁓ help kind of keep everything coordinated? Nathan Eldridge (23:27)If there’s multiple staff having clear accountabilities for each step in that process, so knowing who’s doing the tech measures, who’s doing the coding, who’s doing the ordering, who’s managing the schedules, the communication with the installers and the customer. If it’s a single owner operator, it’s back to the system and repeatable process. They’ve got to know what they’re doing. Over communication is just a critical step. ⁓ When you start to have multiple team members and kind of a project management software is really… really critical to manage those handoffs between accountabilities. In our business, we use Asana. There’s a handful. You can Google it. There’s like 30 options out there. But having something that’s the standard place that you go to, it’s where you communicate, it’s how you hand things off together, really, really helps when you’re juggling, especially between the installs require scheduled with multiple people’s calendars, measurements have many data sets. William Hanke (24:04)Okay. Yeah. Nathan Eldridge (24:25)And then ordering has all its own things, right? You got to make sure you don’t miss one key attribute that ruins the order and ends in a remake. William Hanke (24:32)Yeah, yeah, Asana is a great tool. And that’s a project management tool, not necessarily a CRM. They’re typically different tools. Nathan Eldridge (24:38)Yeah, it’s really just project management and it gives you the views. can look at it like a Gantt view or Kanban board. But again, it’s not about the software. It’s about putting a tool in place and using it. So you can do something really simple in Excel or something fancy like Asana. William Hanke (24:57)Right, yeah. As the business gets bigger, it’s better probably not to use the Excel sheets, right? But it’s a great place to start. Nathan Eldridge (25:04)yeah, the Excel sheet in the SharePoint that someone accidentally deletes or corrupts, yeah, yeah, it’s terrible. William Hanke (25:12)Yeah, yeah, for us, we use ClickUp, but we’ve used Teamwork in the past and a couple others, you know, but any like you said, any of them are good. They’re going to get the job done, right? Very good. Nathan Eldridge (25:21)Yep. William Hanke (25:24)What technology trends do you think are going to change how window companies measure, sell and install over the next couple of years? Nathan Eldridge (25:33)So LIDAR is going to change the world. Today, you can’t measure LIDAR with something at the level of accuracy that we need in our business. But it’s only a matter of time. It’s coming down its innovation curve right now. There are a few LIDAR scanners that are on the market that can scan even beyond the accuracy that we require. But they average $80,000 to $100,000 right now. But they’re also those outputs are super configurated for like engineering firms. So they’re heavy and other software. They’re not dumbed down where you can just get the output usable to what we need. But I do think in the next five to eight years, it will advance enough that people can be using their phone with a LiDAR scanner and scan windows. William Hanke (26:21)Yeah. Pretty much all of the robo vacuums that come out now are lighter. Nathan Eldridge (26:26)Yeah, yeah. If you can work in half inches today for your job, LIDAR is ready to change the world. But if you need something that’s under a half inch accuracy, there’s a little left to desire there. William Hanke (26:34)Right. ⁓ Yeah, yeah, but I totally agree about that. As I watch these innovations and like I said, all the RoboVacs have them now, have LIDAR. It’s just like common, where two years ago that was, ooh, this one has LIDAR, we should get that one. Nathan Eldridge (26:58)Absolutely. William Hanke (27:01)Why is field data and documentation becoming more important than ever? Nathan Eldridge (27:07)Our products are far more complex. ⁓ If you went back and looked at window treatments 15 years ago and window treatments today, we’re adding motorization, you’re adding controls, you’re adding what WiFi connector you’re gonna have. They’re just getting more complex. And so when you look at that field data and the documentation, the more complex the products come, the more important it is that we drive efficiencies and how we grow that process, how those standardizations and. ⁓ keeping the data organized is super important from the technical measure to the ordering. William Hanke (27:40)Yeah. Yeah. What about somebody who’s maybe a little bit intimidated by a lot of the tech? Where do you think they should begin? Like what’s an easy entry point into this world? Nathan Eldridge (27:52)So when it comes to digital measurements, the first step, we’d have a couple of customers, like the first baby step if they want to try it is they can use the app and still measure with a tape measure. And so they’re still using the tape. They’re making that decision of what the dimension is that they want, and they manually input it in. Once they’re comfortable with that, we try to get them to look at the Recon T1. go to a digital solution, so it’s transferring it for them. It’s now removing the human error out of the rounding process. And then once we get them comfortable with that, we try to step them into the X3, the laser, and then they’re able to use the full digital ecosystem. ⁓ So if they’re intimidated by it, that’s typically the path that we get them to go down. William Hanke (28:37)Nice. Okay. ⁓ How do you see automation, AI, some of these digital measurement tools influencing the industry long-term? I know you and I are both huge fans of chat GPT and using AI both in our own businesses and for our customers as well. Nathan Eldridge (28:49)Thank you. Yeah, I use chat GPT and perplexity probably three, 400 times a day. It’s open on everything that I have. AI is coming and how it can be applied. You know, it’s man, the universe is the limitation. I think that the first place it’s going to come into is how we do visualizations of products for our customers along with configurations. And so I know that there’s a few of the CPQ companies that are already looking at how they’re applying AI to their configurators and then applying the visualizations. I’ve I’ve got a whole sample set with ChatGPT. I’ve built a whole agent for visualization of window treatment products. It’s quite good of what I could do in about five days of training it. ⁓ So I definitely think that’s coming. When it comes to the measurement data plus the product configuration, I think that the AI is going to add extra intelligence where you come in and you do what I tell you, where you do the inside and the outside amount measurements. And then you do the product configuration and then AI will make the decisions of what products, what deductions and what like gaps. So I think that the future state there will be the application that we feed at the raw data. It looks at the product you’re doing. It has the product knowledge. You know, today we only have that kind of product knowledge, maybe in one of the CPQ vendors. But then you apply that and let the AI choose what the dimensions and deductions are to order the product. I think that’s going to be a really good logical step for our industry. William Hanke (30:22)Yeah, yeah. On the other side of that, what tech do you think is really overhyped right now and what’s kind of, you know, maybe underappreciated as well? Nathan Eldridge (30:31)I don’t know if I can think of any tech that’s overhyped. Too many people are calling things AI when it’s really not AI. I could go down a whole list of stories about this, but everyone’s throwing the word AI on things that they wanna say it’s AI when it’s really not. It’s just, you program it. So it’s not learning, it’s not machine learning, it’s not large language models. it’s… William Hanke (30:41)Yeah. Nathan Eldridge (30:54)I think that’s probably the over-hive. Everyone just thinks they can throw that word, those two letters on the end of something and, it’s a new product, but I don’t think that’s quite right. William Hanke (31:03)Yeah, yeah, I would agree with that. ⁓ There’s not a day go by that somebody doesn’t say, that’s probably AI. Wait a minute, hold on. Yeah. I wanted to talk real quick about some industry pain points for owners. Nathan Eldridge (31:11)Yeah, yeah. William Hanke (31:18)How do you think, or how should owners think about measurement, communication, accountability, all kind of as a connected system? Nathan Eldridge (31:28)Easy, one word, Zapier. So, I mean, especially for these small companies, right? So if you don’t have a full ecosystem built and you’re not sure how to do it, Zapier. And if you’re listening to this and you don’t know what Zapier is, go to YouTube, type in Zapier demo and explore it. One of the things that I tell my customers a lot is when they ask me, how do I connect this data into my ecosystem? What should I use? I tell them, go to Zapier. William Hanke (31:31)you Nathan Eldridge (31:57)and go look at what apps are already pre-programmed and integrated and make your decisions off the list that’s already done. So then you have to do no programming integration or anything. ⁓ We have a version of our Excel sheet that is made for Zapier that if someone wants they can get it and you can map all the data fields into anything else. so mean, Zapier I think is at the cutting edge. think that there’s a competitor now, make.com, think, that’s cheaper, but their number of integrations are less. And so you just have to look at what apps you want to use. But when it comes to an owner thinking about how to make a connected system between measurements, communication, accountability, I think that Zapier should be their starting point. And then they look at the ecosystem of apps that are already there. William Hanke (32:47)So I’m assuming that means FSS has a Zapier connection. Nathan Eldridge (32:51)So we have the CRM file that you can zap directly into what you want it to go to. So we don’t integrate directly with the app itself. You get the file and then map the file into wherever you want it to go with the data. Yeah. William Hanke (32:57)Yeah. Yeah. Right, yeah, nice. I remember when I learned about Zapier and it must have been 10 years ago at this point, ⁓ but it’s wild how many people still don’t know that there’s that system out there that makes it able to talk from one to another easily. Nathan Eldridge (33:21)And, you know, if you went back 18 months ago, you had to be someone that was tech savvy to really use it, right? So it still required you to be tech savvy. Today, you can go to chat GPT and tell it, I want to connect this and this with a Zapier. Give me the 10 steps to do it. And it will literally tell you like, click here, do that. so you add chat GPT to have a connect with Zapier and it’s done. Everyone’s a tech genius. William Hanke (33:45)Yeah. Yeah, right. In your view, what separates companies that keep growing from those that kind of stay stale or stuck where they’re at? Nathan Eldridge (33:57)So probably first starting with people. So someone that is able to build staff and then empower them. That means, when I say empower them, probably three elements to empowering them. They gotta have the tools, they gotta have the training, and then you’ve gotta trust them without micromanaging them. And so definitely if you’re stuck and that’s the side that you have to look at. Once you have that fundamental piece, then it’s back to the systems. Are they repeatable? Are they scalable? ⁓ And then… You know, honestly, in our industry today, most of my customers, most of the retailers are, small, you know, privately owned companies. It’s about providing work-life balance. They chose to come work for you as a small business over a large corporation for that value of that. And if you bring someone on and you want them to work 65 hours, like, you know, the same as you as the owner is an expectation. You as the owner have a vested interest different than just an employee. so giving them that. kind of work-life balance there. think those three things would help companies that are stuck. William Hanke (34:56)Yeah. Yeah. I think I’ve mentioned this before on a podcast, but I still remember the saying we as owners, you you’ll work 80 hours to avoid working 40. know. So yeah, yeah, for sure, for sure. All right. Couple bonus questions for you. I appreciate you taking some time today. Nathan Eldridge (35:06)Absolutely true. William Hanke (35:17)What’s something you wish more designers or window treatment businesses owners understood about custom drapery? Nathan Eldridge (35:24)The number one thing is that I would not order Custom Drapery from any of the big names. Find a local workroom and make them your best friend. Buy them a wonderful steak dinner once a quarter, tell them thank you, let them become integrated into your business, build your processes around how you’re gonna communicate with them, and really take your service in the Custom Draper world to the next level. ⁓ That I think is a great foundation part. If you can build that as a workroom in your area and an installer that builds the relationship together with the drapery workroom in solving problems, it’s extremely, extremely beneficial. William Hanke (36:06)Yeah, that’s a great tip. like that. ⁓ What’s a tool or trick that you swear by that more people should be using? Nathan Eldridge (36:15)If you’re using our app, I show everyone using a wrist holder for the phone. And so if you have the laser on a lanyard, I’m right-handed, so the laser goes in my right hand, and then the wrist holder holds the phone, you’re completely hands-free. And if you’re walking around the house with an extension pole or a ladder, you’re going up and down, up and down and doing stuff. I mean, your ability, your speed is just unbelievable. It might not look like it’s the coolest thing in the world, but man. It’s the feedback that I’ve had from customers that have tried it. Usually, the first response back to me is, my god, why have I never tried this before? This is amazing. ⁓ William Hanke (36:57)That’s great. ⁓ I know we talked a little bit about AI and some of the long-term changes we think are coming in the industry. Any trends that you think are going to reshape the industry maybe in the next two to three years? Nathan Eldridge (37:10)So I mean, definitely LIDAR and the technology side, but trends, this is probably like a confrontational point, but I’ll say vendor consolidation, right? With what’s happening with Hunter Douglas and everything else going on in the background, you know, I think that the industry has a great potential to look different 10 years from now based on vendor consolidation. That could mean a positive thing. We’re sitting here talking about processes and getting lean. If there is vendor consolidation, there’s a chance that you’re being able to use one ordering system in the future and get to more products and more portfolio. So that could be a trend that we see. But time will tell. William Hanke (37:48)Yeah, especially with back to chat GPT, I think as more people use that somebody’s going to come up with a really easy way to get a lot of that done. Or maybe not easy, but easy for the end user. Yeah, yeah. For somebody that’s listening, maybe who’s early on in their business, what’s a piece of advice that you would give to them? Nathan Eldridge (37:57)Yeah, I agree. Yeah, yeah. The journey to get there won’t be easy. Metrics so understanding your business your business should be run by numbers and if you can’t quantify everything in your business You know, you should understand your marketing funnel where you’re getting return on ad spend and investments from the marketing side ⁓ Making the decisions of where to spend that money on marketing based on data Then getting into the business looking at your consults, you know how many consoles you’re doing how many consoles are turning into close rate? Understanding the close rate based on product You know, a lot of times in really good metrics, you could come back and correlate what products you’re selling to a close rate. And you see when I sell Ulta, my close rate is 85%. I sell this product and my close rate is 30%. Maybe you start to make decisions of how you structure your product, what you want to push. So metrics are that you can’t be over or under done on metrics. It has to be just right. And you should make your business decisions based on those. A lot of times, you know, William Hanke (39:12)Love Nathan Eldridge (39:14)an early, someone just starting out in this industry, they either bought a franchise like I did, ⁓ or they maybe worked for someone, they saw it and they just wanted to do their own thing and they broke out and started a shop. Back to, I hate to say chat GPT again, but if you don’t know where to start, go to chat GPT. And one of the things that I’ve seen, I’ve told other people to ask chat GPT to ask you 35 questions about your business so that it can define all the metrics you want. That one prompt. William Hanke (39:27)you Nathan Eldridge (39:41)It’s just going to ask you a bunch of questions and you answer it. And at the end, you will have an entire data set of the metrics that you should track. And if you don’t know how to track them, you then could ask ChatGPT to build you a plan of how you could put something in place to track it. ChatGPT can solve this for so many people. William Hanke (39:54)Right, yeah. Yeah. And from that, you can build KPIs so that you can then scale, which is what we were talking about earlier, right? That’s awesome. I want to get information from you on how people can learn more about your business. first, I want to know what else are you working on? Nathan Eldridge (40:01)Yeah. Absolutely. So the app’s the primary thing. second, we have a service behind it. So focusing on measuring, we have a commercial takeoff side of the business. So we have a group of engineers and architects that work for us that do commercial takeoffs. And so if you get a bid, an ITB, an invitation to bid, lands in your lap and it’s for a thousand windows for this huge high rise. And you have no idea where to start. Cause you tried to download it and it was a zip file and you opened it. There was 285 files with like, 4,000 pages, you don’t know what to do. We turnkey that so you can send us all of those files and then we will do the commercial takeoff. And what comes back to you, you know, is a consolidated spreadsheet that you can then take and bid and do that. And so we’ve been doing that for about two years. We’ve got some really, really good customers that are just crushing the commercial space that send us like, you know, 10 to 15 jobs a month. We have… William Hanke (41:00)Wow. Nathan Eldridge (41:11)a connected service that will be coming this year in 2026. So if we do the commercial takeoff and let’s say you have a thousand windows, we’re going to be having a new module in the app that we will load those 1000 windows for you into the app with the commercial takeoff dimensions. And then when you go and you do the technical measure, you’re actually seeing the progress through the job. Everything’s made for you. You know, if everything’s already named, you know, office 102, office 103, we can save you. five hours of organization work in a job that size of organizing the windows and it’ll just be turnkey easy button. So that’s the biggest thing that we’re working on along with this right now. William Hanke (41:50)Wow, that’s a heck of a shortcut, right? That’s amazing. Nathan Eldridge (41:53)Yeah. It, and it’s really an enabler. A lot of, a lot of our customers, ⁓ it’s their first time to ever do a commercial takeoff and that can be really intimidating, right? You know, even looking at the division 12 specifications, if it’s 400 pages, how do you find and make sure you didn’t miss something for window treatments? And so we, we do the entire review and provide you a consolidated report that make you feel really confident in it. So it’s a, it’s a nice service. William Hanke (42:21)Wow, I love that. So tell me more about how people can learn about your company and your app. Nathan Eldridge (42:28)We have a YouTube channel, FSS app, so youtube.com/@fssapp You can go to our website, which is also fssapp.com and you can email me directly, which is Nathan@FSSapp.com. pretty straightforward and simple. William Hanke (42:44)Awesome. And tell me about your integrations. I know you guys integrate with Solatech Nathan Eldridge (42:50)We have been integrated with Solatech for about a year. And so if you measure with our app in the field, you can then select the final dimensions that you want to order the product to. You could have a window that you take 15, 20 measurements on, but at the end of the day, you’re only going to use two dimensions to order the product, right? One with one height. ⁓ And so our integration with Solatech today, you take all the field measurements and then you can iterate through the quote process and we export that data directly into Solatech. So it is live. Once you save that window, take something like two and a half milliseconds and it’s loaded there live. So if you’re trying to measure a window and building the quote simultaneously by the time that you switch on your tablet application over to Solatech, it’s already there in your measure sheet. ⁓ We’re in conversations with quite a few of the other CPQ companies. One of our goals as a company is that we want our measurement data to connect with everything. And so it’s, you know, we’re really focused only in our niche. We want to solve all of the industry’s problems in measuring. And then we just want to help make that final step where our data will go to wherever it’s going to be ordered from. And so in a perfect end world for us, we would integrate with all of the manufacturers websites and everybody. So the last human error now is to take stuff from our measure sheet and to order the product with it. And so if we can make that a digital handshake for the customers. we’re helping them remove all human error from the process. William Hanke (44:21)That’s great. And I know our developers are working on a connection with you with the lead boomerang system as well. So. Nathan Eldridge (44:25)Yep, absolutely. And that’ll be great because then they get their CRMs and once they know that they’re going to be going to do a technical measure, everything comes over from the CRM just helping them save time so they’re not sitting there having to put in their client’s details. Everything’s there. William Hanke (44:40)Yeah, yeah, it’s gonna be great. Well, listen, Nathan, thank you so much for being on today. I appreciate you explaining a little bit about what you guys do and what you’re up to. Nathan Eldridge (44:48)I appreciate it. Well, thanks for having me on. William Hanke (44:50)Yeah. So thanks so much for joining us, Nathan Eldridge. If this episode got you rethinking how you measure, train or scale your team, that’s the point. Better data leads to better decisions. Share it with a friend in the trade and make sure to follow us on YouTube, Spotify and wherever you listen. We’ve got more expert conversations just like this coming soon. Thanks everybody.

January 27, 2026Episode 5451 min

Building Skills, Confidence, and Community in the Workroom Industry with Ceil DiGuglielmo

Guest Profile: Ceil DiGuglielmo Ceil DiGuglielmo is the owner of The Curtains and Soft Furnishings Resource Library, the industry’s largest collection of educational resources for Custom Home Furnishings Professionals. She is also the owner of Learn to Choose Window Coverings an online course for window treatment professionals created by Linda Erlam.Ceil has owned a to the trade workroom since 2005. Ceil is passionate about education and technology in the window coverings and soft home furnishings industry. She has taught at the Custom Workroom Conference and has done presentations for several Window Coverings Association of America chapters. Ceil is the producer and Host of The Sew Much More Podcast, an interview-style podcast sharing the stories of the people in the custom home furnishings industry. Ceil also produces and co-hosts 30 Minutes with Workroom Tech with Susan Woodcock, offering workroom education. Other Notes/Links: Websites:The Sew Much More PodcastThe Curtains and Soft Furnishings Resource LibraryLearn to Choose Window Coverings pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://youtu.be/Fb98Tcf4LtQ Click here to display Transcript TRANSCRIPT William Hanke (00:00)Welcome back to Marketing Panes where we talk with real window treatment professionals, business owners and service providers about what’s working in marketing and what’s changing in the industry. Today’s guest is Ceil DiGuglielmo a longtime workroom pro turned educator and the current steward of the Curtains and Soft Furnishings Resource Library. one of the most comprehensive collections of training and tools in the industry. She spent years helping fabricators and designers not only level up their skills, but build confidence and community along the way. We’ll talk about. what today’s workroom professionals need most, what’s shifting and how people learn the trade, and why education and support can’t be one size fits all. Let’s get into it. Ceil, first of all, thank you so much for being on the show today. Ceil (00:55)Well, thank you. It’s my pleasure. William Hanke (00:58)Glad to have you on. ⁓ How did you first get into this industry? Ceil (01:04)Well, it’s interesting. Well, I think especially for people my age who are in the industry, it started out as I chose to stay home when my oldest daughter was born. And a few months into that, I was like, this isn’t quite what I expected. And I also needed to make some more money. And I had some skills. I knew how to sell. My very first business was making bridal headpieces. And I literally would make a headpiece, photograph it, take it apart, make another headpiece, actually, my husband photographed He was a photographer at the time. And I put together a book and then I started advertising locally. And I did that for a couple years, but I had been in business. I worked for a retail, large retailer in the Philadelphia area. I just did not know how to run a business. And I ended up going to a SCORE meeting for female entrepreneurs. And they are the service core of retired executives if people don’t know who they are. William Hanke (01:57)Okay. Ceil (02:02)It was eye-opening and I learned a lot about how to run my business. I got myself a score mentor and I met two interior designers there who were looking for someone to make soft furnishings and window treatments for them. And it was like the perfect alignment. ⁓ I was able to work with them. And since they were new, I could say to them, I have no idea how to make that, but I will find out. And it was, I wasn’t embarrassed or trying to prove myself. They were new. There were things they didn’t know. So it was a great start. And then I sort of fell into, I found out about other people in the industry through a conference that was advertised. And I went. William Hanke (02:34)Yeah. Ceil (02:46)and I sat down in my first class and it was like, ⁓ these are my people. Like this is what I want to be doing. And I realized it was in fact a business that fabricating window treatments could be a career for me. And it could be something I could work around my family schedule when I needed to and grow it as my family grew. William Hanke (02:59)Yeah. Yeah, I love that you say this could be a business. I remember that as well. Like, ⁓ I could probably do this. This could be a thing, right? Yeah, that’s awesome. So you’ve worked in several corners of the trade now. What experiences shaped that approach? Ceil (03:20)Yes, it’s gonna be a thing. Well, we talk a lot about learning to say no, but it’s also important to say yes. And I said yes to a lot of odd things. And one of the things that I said yes to was doing my own podcast. I had been listening to a podcast that was actually meant for crafters. And I say this very respectfully, I’m really not a crafter. William Hanke (03:58)Sure. Ceil (03:59)I need to make something that has a purpose. I mean, I knit and I do some other things, but I never really saw myself as a crafter and I don’t, can’t tell you why I used to listen to this podcast, except that the woman who did it did such a brilliant job of asking questions. Her name is Abby Glassenberg. And I kept listening to it and thinking, oh, somebody in our industry should do this. William Hanke (04:10)you Ceil (04:24)somebody in our industry should do this. And then one day I figured like, well, I’m somebody and I can go to YouTube and figure out how to run, you know, do a podcast. I had no idea what I had gotten myself into. As you well know, there was a whole lot more to it. But I said yes to it. I started to do it. And then when Janelle Deck, who was a previous owner of the Curtains and Soft Furnishings Resource Library was William Hanke (04:38)Sure. Ceil (04:52)realizing it no longer connected to what she was trying to build. She and I sat down and talked about it and actually the anniversary is coming up very soon. On January 17th of 2017, we signed the papers and I took over running the Curtains and Soft Furnishings Resource Library. William Hanke (05:12)Wow. Wow. Ceil (05:14)So again, I said yes, but I didn’t quite know everything I was getting myself into. But I had been a member of the library and I understood what having a place to go to and look for information, but also having a community. At that point, Facebook groups were becoming very popular, but sometimes I’d look and there’d be like 3000 members on a Facebook group. And I had no way of knowing whether they were professionals or whether the questions that were being answered were the best way to do things or the most recognized. right way. I know there’s no one right way to do everything, but I would get too many answers for things. Inside the library, it’s a smaller group. It is professionals. It’s people who have been helping other people for years. We have some people who are retired from the business and still continue to come into the library and answer questions and help people. So I loved what the library stood for and it was a great ⁓ William Hanke (06:12)Love you. Yeah. Ceil (06:18)It was a great combination of the podcast and the library. I did not realize that I would have so little time and I started to cut back on the fabrication. So in the past maybe two or three years, I’ve cut back to maybe just one or two clients that I work with. And that’s more to keep myself in the workroom once in a while than anything else. So the focus now is on running the library, doing the podcast. And part of the library is also a digital digest, which is a magazine geared towards workrooms. William Hanke (06:45)Yeah. ⁓ that’s awesome. You’ve basically you mentioned score earlier on. You’ve basically built a version of score specifically for this industry, right? Ceil (06:57)Thank You know, I hadn’t thought about that, but yes, based on the fact that so many people within the library are seasoned fabricators and willing to answer questions. the content of the library, Will, it’s grown over the years. Some of it is, William Hanke (07:08)Yeah. Ceil (07:26)Recorded webinars from the old custom home furnishings Academy some of it is courses that people put together sold for a little while and then realized that the content was important but not as Up to date so they would donate it to the library and also have a great working relationship with the workroom channel and a lot of our industry teachers record courses on there. So yeah, yeah, you’re right. I had not thought about that, but it is kind of like score for window treatment fabricators. William Hanke (07:59)Yeah, yeah. And for listeners that aren’t familiar with score, we’ll put a link in the show notes for sure, because I used score when I first got started. What an amazing organization to really, you I love to hear success stories like yours, where you had a mentor that helped you just, you know, just explain that, yes, this can be a thing. And this is the way to get there. Ceil (08:08)Okay. And what I loved about ScoreWill was that it was people with, at one point I had one mentor and then for a little while I was meeting with two or three people. During the pandemic, we were only meeting on Zoom. So ⁓ like three of them would jump on and they would give me different perspectives from their industries. So it was just, and just really helped me keep on task about running the business end of things. William Hanke (08:43)Yeah. Ceil (08:50)not just being creative and this is pretty, I want to make this. I really had to focus on that part of it too. William Hanke (08:51)Right. Yeah. Yeah. Yeah. Creative brains have a hard time doing the actual working on the business stuff. It’s like an unfortunate evil in order to eat at the end of the day. You have to do these things, right? That’s awesome. Well, let’s dive in and talk a little bit more about the resource library. I want to hear more about this. Ceil (09:03)Yes, we do. Yeah. Yes. William Hanke (09:21)Give us an overview of what it is and who really is it for specifically. Ceil (09:26)Okay, it’s geared mostly towards workroom owners. And that can be the single person workroom, it could be the person who has a part timer, and it could even be a workroom owner who’s hands off from the fabrication standpoint, but that he or she has to bring in and train employees. So it consists of videos that were from the now defunct Custom Home Furnishings Academy. how to operate a straight stitch machine, how to clean a straight stitch machine, how to make single width panels. So there’s step-by-step videos. There are years worth of magazines that were put out in the past. started with a black and white printed newsletter that was done by Cheryl Strickland, who is a name that a lot of people who have been around for a while know. So there’s step-by-step articles. Then there are the drapery and design webinars, which again, there are some things in our industry just like a lot of our machines. I have a straight stitch machine that’s probably 100 years old. It’s still working. It’s a workhorse. I don’t need an updated machine. Would I love one? Sure, but I don’t need one. Some of the information that’s in the library is like that. There’s a video on how to make a box pleat valance. It’s got older looking fabric, but the method hasn’t changed at all. in that sense, it’s really valuable. And it also cuts down on the expense of updating some things. We haven’t changed how we do a lot of things. William Hanke (10:36)Yeah. Yeah. Sure. Yeah. Ceil (11:04)hear the step-by-steps. We have webinars on how to deal with sheer fabrics, how to deal with oversized projects when your table is 10 feet by five feet. how do you get something on there that’s even larger? How do you manage fabric for a seven width panel when your tables is wide as one width? It’s things like that. And then over the years we’ve added, there is a course on how to start a business by Michelle Williams. There are some upholstery information classes. We had several people who, we have several people in our industry who do a little bit of both. They make window treatments and they do some small upholstery projects. William Hanke (11:32)great. Ceil (11:44)foam do I use? Here’s a webinar on foam and what the differences are. So it’s, there is so much information in there that sometimes when people reach out to me and say, is this in the library? I have to go, let me think about that for a minute. I know it’s in there somewhere. Now over the years I’ve collected, so it’s easy for me to find, but inevitably there are some things I forget are even in there. So William Hanke (11:48)That’s awesome. Ceil (12:10)My job as the librarian is to help people find things and to remind people of everything that’s in there. We also have a community inside there and it’s called the forum and people can come in and ask questions. And again, it’s moderated by me and it’s my full-time job, unlike the Facebook groups. And since 2017, I have had to ask one person to be a little bit more respectful. No snarky answers, there’s no unkindness. And people will come in and say, this awful thing happened to me today. And seven people will jump on and go, crap, I feel your pain. Here’s what I did when it happened to me. Or there’s nothing I can do to help you, but I’m here for you. And that sense of community that doesn’t have 3,000 people attached to it, I think is just nicer and. William Hanke (12:53)Yeah. Ceil (13:02)It’s just a nicer version of Facebook and a calmer version. And I see people, I don’t have to be the one to answer all the questions. I will see a question pop up and before I can even go on somebody saying, ⁓ here’s a link to this article. here’s, ⁓ this is the product I’m using. And everything within the forum is searchable. So if you’re ready to ask a question, you can always go in and search it first. If no one has answered that question, then you jump in and you ask the question. William Hanke (13:33)Yeah, that’s priceless when you can have a community of like-minded folks, especially ones that just want to be helpful and they’re not worried about being competitors. I think that is absolutely fantastic. Ceil (13:42)Yes. Exactly. Well, we’re geographically diversified, although people will connect with people who are close by to them. But we’re really not in competition with one another. There’s more than enough work out there for all of us. And there are enough people who are part of the library that believe that By helping other people, we elevate the industry and we make it a better place for everyone who’s in it. And we also make the output even better for our clients. William Hanke (14:17)Great. Yeah, yeah. We’ve got a lot of clients that have work rooms. So they’re dealers, but they also have work rooms. I can see this being a fantastic resource to give to your employees and maybe even say, hey, spend an hour or two a week in here as part of your training to help those employees get even better. Ceil (14:39)Right. And I think also, Will, the reason that I talk to workroom owners is if they don’t have a training schedule in place, they literally can sit somebody down in front of the how to make window panels, draperies, let them watch it, and then have someone take them to the table and say, OK, here’s how we do this here. But then it’s not a completely foreign idea. And I just, think it’s a valuable resource. It’s also, we do custom window treatments. If you’re a small workroom, you rarely do the same thing over and over again. And so to be able to go back, or if you have one employee, just to go back and, all right, just refresh my memory on this. How do I do this? I think that’s really a valuable resource for people. William Hanke (15:24)Yeah. Yeah, I’m a huge fan of the Pareto principle, the 80-20 rule. If you can give somebody something that’ll get them 80 % of the way done very quickly, and then you just solve that last 20, absolutely fantastic. Ceil (15:37)Yes. Yes. Yeah. I think that’s a good analogy. I like that. William Hanke (15:44)Yeah, yeah. So when people log in to the library, do they typically use the search feature? Are there predetermined courses, folders? How does that piece work? Ceil (15:59)So search is a big part of what people go in and do, but the way we have the library laid out is each of the three levels of membership are listed with what you have access to. So it’s overall, like here’s where all the magazines are, here’s where the older webinars are. for the ProPlus, which is the highest level of the membership. There’s a drop-down menu. Here’s everything that I have access to. One of the things that we do is a monthly webinar called Circle Time. And we have all kinds of different ⁓ types of webinars. They’re business related. They’re fabrication related. They will do technology, anything that assists. our workroom and a lot of the people who are doing those webinars for me are people within the library community, educators within our industry. I know you interviewed Susan Woodcock. She’s done webinars for me. She and I collaborate on a second podcast and a lot of the people who teach at the custom workroom conference also do webinars and they stay recorded inside the library. So people have access to them all the time. So it’s not quite a roadmap on the front page, but it’s a list of everything that people have access to. William Hanke (17:19)That’s awesome. ⁓ What makes this one different from some of the other industry groups that are online? Ceil (17:26)I think it’s more the sense of community and not being afraid to ask a question that reveals that you don’t know something. Even people who been in this business for a very long time have not made everything there is to make. And sometimes people will ask a question on Facebook. It’s like, what’s the best window treatment for this window? And… Sometimes it’s not that simple. There are some other questions you need to ask first. incidentally, one of the women who always used to start that answer with a question, what does your client need, is a woman who wrote a great course called the Learn to Choose Window Coverings course, which I ended up buying from her. It’s standalone, it’s different from the library, but it’s… William Hanke (18:13)nice. Ceil (18:16)how do I reach my clients? How do I tell them what they need for their windows? And she does it in such a logical step-by-step way. And she was getting ready to retire. And I was like, this is really valuable information. This should not go anywhere. So ⁓ again, I said yes to something ⁓ and added it to my umbrella. it’s that willingness to help and answer questions is what makes the library stand out. William Hanke (18:44)Love that. The community is awesome. Any moments from the community that really help someone stand out? Ceil (18:52)I think I see a few things on a day to day basis where someone is just frustrated they can’t find something. You know how much content is out there now. Well, you could go to five different places and get five different answers and AI is great, but it doesn’t have everything we need and Someone will say I don’t know where to find this and within you know 15 minutes five people have come on and said here’s who I buy it from or here’s a great resource for it William Hanke (19:06)Sure. Ceil (19:23)⁓ Susan and I have been running a workroom accountability and mentoring group that we hold within the library and then people also go to the custom workroom conference. And one of our mentees recently left her job to start this full time. And she was able to first announce it in our private forum and then have her other mentees come on and say, yes, you’ve got this, we’re here to support you. So those are really great moments when you see that where someone is has been supported enough that they know they can take the next step and that there’s somebody there to help them. William Hanke (20:02)Yeah, feels good, doesn’t it? Yeah, yeah, yeah, I love that. ⁓ What ⁓ you mentioned, the straight stitch machine content is pretty old. ⁓ What other kind of content do you have in there that even though maybe it’s pretty old, it still resonates? Ceil (20:05)Yeah, it really does. Well, I think all of the machine videos are helpful. My very first industrial machine was literally given to me for free. And I had no idea how to actually run it. Neither did the woman who gave it to me. And… if I had had someone show me, I would have saved myself a lot of trouble. And now somebody can sit down and watch and go, okay, that’s how it’s different from my home machine. I can see where I have to add the oil. can see, you know, an industrial machine is much faster. ⁓ And it’s a workhorse. So that’s on there. I probably am not doing myself any favors by referring to it as older content. just, it doesn’t need to be updated. It’s there. It’s there for you to look at and learn from. ⁓ So we’ve got videos, we’ve got step-by-steps. And it was so well written in the first place that it just takes people through. And I love that if you have a different learning style, if a step-by-step written instructions don’t work for you, there are videos for most of the things that we have on the library. And a lot of them are broken down into small chunks. So it’s not a three-hour video that you have to watch. William Hanke (21:40)Yeah, that’s great that you have the different learning styles. Not everybody resonates with one, so having the different ways is great. What formats are the most popular today? Video, step-by-step guides, webinar. Ceil (21:45)Yeah. I think that it’s interesting. think the videos are, ⁓ you know, I can track who goes on and watches things. Sometimes this is your most watched video of the week. I’m like, really? That’s the one. I’ve also started to get people to start sending me videos of how they’re doing things that I include in the digest and then we store on the library. And again, that’s, those are the things that people look at. They’re There are solutions that people find in their own workroom and think, I need to share this with people so they can try it. you know, again, well, they’re not highly edited or perfectly lit videos. They’re here. I am in my workroom. Here’s what I figured out. I’d like to share it with you. And I’ll have like. 50, 60 people watch it in a week and think, great, now people are learning from that. So yes, I think videos are the most, but when I share… I can take the old magazines and pull out like one section of it that has step-by-steps for how to add a flange on a pillow. And I’ll include that in the digest and people will download that PDF so that they have access to it when they need to make it. So I’d say it’s probably a tie between the two. Video is first maybe and then step-by-step. We are really… hungry for step-by-steps in my part of the industry. William Hanke (23:23)Yeah, yeah. I think most people are visual learners, probably why YouTube’s the number two search engine, right? I have a bumper sticker on my car that says ⁓ YouTube mechanic, right? Because I just go there and figure out how to do the wrench thing, right? So video’s fantastic. But at some point, we do need like, OK, Ceil (23:27)Mm-hmm. You Yes! William Hanke (23:47)I need to get into the details of how this works and having that as an option. Again, great. ⁓ Different levels of searching, right? Once I found what I want, then I need to dig down to get the step-by-step to get that done. So great that you offer both of those. What do you think surprises people the most when they first join? Ceil (23:50)Yes. Right. I think the volume of information that’s available to them. I think that people don’t realize how much content has been collected with Inside the Library. William Hanke (24:18)Wow, that’s good. That’s good problem to have, right? All right. I want to talk a little bit about younger, newer pros that are entering into the trade. Yeah. So are newer workroom pros entering differently today than they have in the past? Ceil (24:21)Yes, yes. Love this. Love it. I think very differently. When I started to interview people who had been doing this for a little while, some were closer in age to me, and a lot of us had a similar story. They were not exact, but it was, have this skill, I’d like to make some extra money. And it took some of us a very long time to value those skills and to charge appropriately for them. William Hanke (25:09)Sure. Yeah. Ceil (25:10)Some of the newer younger people that I’ve interviewed are like, listen, I was making six figures in my old job. If I’m not going to make money at this, what’s the point of doing it? It would be like, Whoa, okay. Yes, you’re right. But how did you learn that? And please share it with more of us. I definitely saw determination and the younger and newer people and I use those terms together because for a lot of people, it’s a second career. William Hanke (25:18)No. Ceil (25:40)but they’re not 75 making it ⁓ a second career, although we have a few of those people. they’ve been through enough that they know if they’re going to commit to this, they want to make sure they’re successful at it. But they a lot of people also choose it because they can make it balance with the current circumstances of their life. They can be as busy as they want to be, or they can cut back and work fewer hours. So I feel like the most important difference was or is with some of the newer younger people is that they value their skills more than some of us did. 25 years ago. William Hanke (26:19)Yeah. So instead of, ⁓ this could be a thing. It’s more like I can make this a thing. Right. Yeah, that’s awesome. And they come in a lot more educated right off the bat. They kind of have a good maybe 10,000 foot view of what’s going on and what’s going to happen before they even commit. Ceil (26:25)Yes, yes, that’s exactly right. Yes. A lot of us didn’t even know we were workrooms, Will. That’s the difference between my generation of workrooms and the newer ones. And that was one of the things people said to me when I started the podcast was, I didn’t know I was a workroom until you told me that. And the newer, younger people coming in are… William Hanke (26:42)That’s great. love that. Ceil (27:03)They know they are a workroom and they know they have skills and they know they bring value to their clients, whether they’re interior designers or retail clients. William Hanke (27:14)Yeah, when they come in like that, what do they need the most to get started? Ceil (27:22)You know, it’s interesting, Will because I love technology, but what we do, you really can do with your hands and a needle and thread. I mean, the machines make things happen faster, but we can do everything by hand. I think the most important thing for someone who wants to be fabricating is a table, a gridded, padded table that allows you to work at the right height. because there is nothing worse than stooping over your dining room table and then having to clear it off so that people can eat at it. We’re getting down on the floor and cutting out material. And a lot of us started out that way. So I think a work table is really important, a dedicated space that you don’t have to put things away. And yet if you don’t have those things, I don’t think it should stop you from getting started. I think that the third thing is community. is knowing that there are people out there who can direct you where you need to go and answer your questions. William Hanke (28:25)Yeah. How has the learning path changed over the years? Ceil (28:32)Well, one of the questions I ask on the podcast is how did you learn to sew? And I would say for 90 % of the people, it was either a grandmother or an aunt or a mother, or it was school. They don’t really teach home economics anymore, but for a lot of people, that was the answer. And the first time someone said to me they learned to sew on YouTube, like just was like, you’ve got to be kidding me. But it makes sense, as you said, it’s the second largest search engine. So one of the challenges that workroom owners who are not fabricating have is when they hire someone, they don’t want to hire someone with too many skills because then they have to unlearn some things. And I think that the learning path for some of the people in our industry is they’ve decided they can make this a thing and then they have to learn to sew to do it. And in the past, it was the exact opposite. I know how to sew, what can I do with this to make some money? So I have seen people start a business in this industry when they did not know how to sew prior to it. And that’s a drastic change from, you know, 20 years ago. William Hanke (29:37)Yeah. That’s really interesting. It’s definitely reversed ⁓ from what you’ve seen in the past. So yeah, has that caused different courses to suddenly be more popular and maybe other ones be less popular, I would assume? Ceil (29:56)Yes. Not for everyone. Yeah. I don’t think it’s the courses so much as the styles that have changed. For many years, we’ve been doing Roman shades and side panels, and those are straight pieces of fabric. ⁓ There’s a lot to learn with a Roman shade and the different types and the head rails and things like that. But when I started, my very first class was an empire swag. and not too many people are making them, although that’s changing again, swags are starting to come back. So I think that for the people who are learning to sew, they also have to be open to, it’s not just about sewing, it’s manipulating fabric, it’s stapling on a board, it’s all of those things. So I think that’s another part of the path that’s changed. William Hanke (31:00)Yeah, yeah. One of the things you mentioned earlier on was the Learn to Choose Window Coverings course. Tell me a little bit more about that course and who it’s for. Ceil (31:12)So I feel like that is best suited for anyone who is going to be fabricating and works with a retail client. It is not about fabrication. It is about how to help your client choose the correct window coverings. it can be ⁓ interior designers can use it, workrooms who are selling to ⁓ retail clients. But as a to the trade workroom, I also found it incredibly valuable because a lot of my designers were not well-versed in window treatments. And they would have me show up at a client’s home and we’d be measuring for side panels. And I’d ask the question, well, how are they keeping light out of this room? There was no answer to that because that wasn’t part of the design. And in asking those questions, we were finding really what the client needed. And nine times out of 10, it meant the designer and I were both making more money because we weren’t covering the actual need of the client with pretty fabric. It was, we need a shade and we need pretty fabric. the course is meant to educate people so that when they go to a client’s home, they can put together information, sell them what they need, and do it quickly with fewer visits. Because time’s money. William Hanke (32:42)Yeah. Have you had to update that course over the years or add additional pieces to it? Ceil (32:49)Yes, and we are in the process of updating it yet again, especially with AI. There’s a capsule inside. So it’s broken down into nine different segments. And when you buy this course, you own it. It’s not something you have to pay for every year. It’s just you buy it and you have it. There are two or three different rendering programs that are available for our industry. One is minutes matter, the other is dream draper. And it’s, they’re fabulous because you can import the fabric that you want to use, put it onto, this is what it would look like as a valence. This is what it would look like as a drapery. But now with AI, one of the things you can do is do a rendering of the total room that looks far more realistic than any rendering program can show. So you can put it all together and say, does this William Hanke (33:36)Sure. Ceil (33:38)look then have AI update it. So Linda Erlem was the creator of this particular course and she is updating it with me. She just doesn’t want to do the marketing and the running of the program but she’s a really great educator and we’re updating some of the language that’s in it. So I think this is a course that can’t be left. The information is going to change as time goes by. And then anyone who already owns the course will just give them the updated version. William Hanke (34:06)that’s great. Okay. Wow. So it’s always up to date. I love that. Yeah, that’s great. What inspired you to include that in kind of your business umbrella? Ceil (34:10)Yes, yes. Well, I did retail for a little while and realized that I was not qualified to be making some of the decisions that interior designers know how to make. I did it, and the older I got, the worse my filter became. And someone would say, oh, I love this orange rug. Let’s make this work in the room. What window treatment fabric can we put with it? And inside my brain would be going, oh, no, that rug’s got to go. I’m not an interior designer. William Hanke (34:28)Hahaha No. Ceil (34:45)I have such respect for their ability to look at someone else’s tastes and requirements and create a beautiful environment for that client. I am not that person. I don’t have those skills. I can, however, make whatever beautiful window treatments you’d like to put in that room. And I looked at this course and again, Linda was always that person answering the question, what do I put on this window with the question of what does your client need? And I thought she is so brilliant. Like that’s the first thing we should be asking. But she broke down how to measure properly, how, you know, everything you need to bring with you. She just did such a great job with it that I felt. William Hanke (35:21)Yeah. Ceil (35:32)that with the education that was available inside the library, that the two were just a great ⁓ companion piece. William Hanke (35:41)That’s great. It sounds really good. You mentioned what should you bring with you? Are there any tools or tactics you think more people should be using now? Ceil (35:50)I do. think that it’s taken a little bit of time. think that people need to be more digital. I think they need to walk into a client’s home with a tablet and not a patent paper. If you like writing because tactically and you learn and remember better, then use a note taking app and write it on your tablet. I’m a big fan of the iPad. I’ve taught some iPad courses at the custom workroom conference. But I think that if you are trying to keep things in a folder and it’s a lot of paper, you’re taking more time than you need to work with your clients. ⁓ I also think that walking in with samples of hardware and samples of fabric that you have preselected for your client, because if you walk in with 50 books, they’re gonna take a really long time to make a decision. If you’ve narrowed those choices before you ever walk in the door, but you bring things with you, you’re gonna make the sale faster. And I think that… There’s also a really fabulous webinar inside the library that’s done by someone who had like 25 years of sales experience. And she has her system down to T. She answers phone messages at a certain time. She has a questionnaire that she sends her clients. Those are all of the things I think that make you more effective. And especially for someone who’s new and your confidence isn’t quite where you want it to be. You take this course, you watch this webinar and you can walk into your third client’s home and it sounds like you know what you’re talking about and you’re comfortable with the information and then you can move forward faster. And again, by not going back to their home two and three times to check on things, by having checklists and doing everything while you’re there the first time. William Hanke (37:46)Yeah, the customer doesn’t know that, right? If you can exude that confidence when you show up on your third ever customer visit ⁓ and you got your stuff together, they’re going to be like, wow, this, I mean, this, is the person we need. Ceil (38:04)Exactly, exactly. And it’s, I don’t think it’s that hard anymore to be ready sooner with the information that we have available. William Hanke (38:14)Along those same lines, if you walk in with a pad of paper and they’ve got another guy that shows up an hour later with a tablet, that speaks to the customer as well, right? Ceil (38:26)Yeah, and I think Will that everything isn’t about appearance, but if you look pulled together when you walk in the door, if you are not so worried about forgetting something that you are interacting naturally with the client, whether it’s a designer or… retail client, those are the things that I think make a difference. And if you’re still using a pad and it’s working for you, you go for it. But when you walk in and you’re not trying to remember, okay, what do I measure first? And what do I do next? And what do I do next? And when you’re new, those are things that are harder to remember. So all those checklists and things on a tablet just makes you know that you’re going to relax, get everything you need. and you will be able to talk more easily to the client. And you’re right, then the client goes, this is the person I want to work with. William Hanke (39:20)Yeah, yeah, I love that. You’ve shared some incredible things. I want to jump into kind of like a bonus round, if that’d be OK with you, and do some a little bit more fun questions. One still somewhat industry related, so we’ll start there. What helps you stay sharp or inspired outside of the window treatment industry? Ceil (39:27)Okay. I, outside of the window treatment industry, I love to learn, Will. I read constantly. I love to research different things on YouTube. And just, I love to learn. So I think that’s probably, and then sometimes I’ll learn something, ⁓ that would be helpful in the industry. So I would say that’s it. My love of reading and learning. William Hanke (39:58)Yeah. Okay. Do you do fiction, nonfiction? Yes. Ceil (40:10)Yes. Yes to both. read a lot of business. I read a lot of business books, but I also love to read fiction and I read everything from historical fiction. I’m not a big romance fan. I love Jeffrey Deaver. I love Jonathan Kellerman. My husband laughs because we’ll watch something scary on TV. He says, you read books that are so much worse than what we’re watching, but they’re just words when I’m reading them. William Hanke (40:38)Right. Ceil (40:39)watching them on TV. That’s another story. Yeah. William Hanke (40:41)Yeah, it’s coming at you, right? What business books have really affected you lately? Ceil (40:51)So I’m actually, it’s really not a business book, but Atomic Habits by James Clear. I’m actually rereading that. I love that book. A book I hate, but I have read three times is The E-Myth Revisited. I hate it for all the reasons that it’s accurate. That you can’t be the technician, the manager, and the entrepreneur and get it all done. William Hanke (40:56)great one. Yeah. Yes. Ceil (41:16)Profit First by Mike McCallewitz. Those are all books that have had an impact on me. William Hanke (41:23)those are great. I’m hearing a lot about atomic habits because I probably read that what three years ago. I don’t know when it came out, but quite a while ago. But suddenly it’s like back on my radar and we’re actually cleaning out our storage room. It’s become a storage room that’s like too much storage and we’re cleaning it out. And I saw the book lay in there the other day. I’m like, I guess somebody’s telling me I need to go ahead and pay attention to this again. Ceil (41:36)Yeah. Yeah. It’s interesting because I had, you can see a bookshelf behind me and there’s, I’ll admit it, there’s a pile of books on the floor, because I’m trying to clean it out a little bit too. But I had been listening to a podcast and James Clear was a guest. William Hanke (42:00)Yeah. Ceil (42:08)And I had been talking with someone about my word of the year. And sometimes I do that and sometimes I don’t. And I had chosen a line because I wanted to make sure that I didn’t say yes to things that don’t align with where I want my business to go. And he said something on the podcast that made me change my word of the year. And he talked about having clarity. And of course the joke was his last name is Clear. William Hanke (42:23)⁓ that’s great. Mm-hmm. Ceil (42:36)If you’re not clear on what you want, then you don’t know where you’re going. And I was like, yeah, I can’t use the word align until I’m clear. So I’ve chosen clarity as my word for the year and align will be about like my secondary word. But I just listened to him and I thought it’s time to pull that book back out again and reread it. And I’m not a big rereader. There are too many books. William Hanke (42:46)Yeah. That works. ⁓ yeah. Ceil (43:05)for me to spend time rereading one, even if I loved it. But I absolutely am enjoying taking the time to read it a second time. William Hanke (43:15)Okay, all right, you sold me on it. I’m gonna go downstairs and grab it and get it back on the top of my head. Ceil (43:20)All right, I’m gonna follow up with you and see if you read it. William Hanke (43:24)Fair enough. What’s a favorite oops moment from your fabricating days? Ceil (43:32)I was making a bedspread for someone and I was serging the seams. And if your listeners do not know what a serger is, it cuts and stitches the edge of the fabric and it gives a really nice finish. it not only sews a seam, but then overcasts the edge of the seam. And the fabric got caught. And I cut the fabric where I shouldn’t have. And I literally had like one of those moments where I ran screaming from my workroom and like, this is gonna cost me a fortune and blah, blah, blah, blah, blah. ⁓ And I went back and I really hadn’t caught it at a bad spot. Like, was only an inch or two over and I had allowed myself enough excess that it was not a problem. So I learned a valuable lesson with that one and that was to maybe not overreact to a mistake the way I did. And there’s a woman in our industry who’s been an educator for years, Anne Johnson. She had written an article called Three Strikes and You’re Out. And that is if you make three mistakes in your workroom, get out of your workroom, go do something else, which you will make a fourth mistake. And that was the fourth mistake of my day that day. So I learned that Anne knew what she was talking about and I had to follow those rules in my workroom. But yeah, I saw that cut in the fabric and I literally had a meltdown. William Hanke (44:52)Fair enough. ⁓ Yeah, wow. You mentioned Profit First earlier. I’m a huge Profit First fan. Do you have a secret weapon, maybe not necessarily finance related, but just overall some sort of tool or habit that makes your work smoother? Ceil (45:31)That makes my work smooth. That’s a good question. I would say my secret weapon is investigating ways to be more productive. That is another thing that I truly love. I wear an apron while I’m working. ⁓ William Hanke (45:40)Okay. Ceil (45:47)I have tools hanging around my work table. I have my desk set up so that I can get to things quickly. And I don’t come by those things naturally. I don’t sit here and go, if my pens were here, I learned them from other people. So I think my secret weapon is investigating and saying, there’s got to be a better way to do this. I just don’t know what it is. William Hanke (46:10)Yeah, yeah. And you’re running the resource library, which is pretty awesome to have that sort of personality. And also, the user-generated content you mentioned. Other people can upload pictures of how they solved something. ⁓ I bet that helps tons of people, which is, yeah, that’s awesome. ⁓ As we wrap up, thank you so much for being on today. This has been great. Ceil (46:27)Absolutely does. William Hanke (46:35)Any final thoughts from someone who’s either new or rebuilding in the workroom space? Ceil (46:40)I think, Will, not to beat a point to death, but look for community. One of the things that I always find so fascinating is… that either someone has listened to my podcast and heard where someone lives and says, ⁓ they live right up the road from me. And I love when I hear this, where people say, I reach out to them, and now we’re workroom buddies and we help each other. ⁓ Susan Woodcock has said that about the Custom Workroom Conference. People will be standing in line to get their badges and they turn and they live a town away from each other. I think that finding people who can help you. is the most important thing for a small workroom, a solopreneur, this can be a very lonely business. But being able to connect with other people and find out that the way you are doing it is great and giving you that boost of confidence. Or if you try this this way, you’re going to be done in half the time and you can move on to the next project. If you’re working by yourself, you don’t have that opportunity. But reaching out to other people and connecting with them allows you to build confidence in yourself and your skills. And I think it’s invaluable. William Hanke (47:56)That’s awesome, yeah. Where can people learn more about the resource library and connect with you? Ceil (48:03)Well, I’m on social media. The library is CSFRL.org and I have an Instagram account for the library and the So Much More podcast has a Facebook page so I can connect with people there. William Hanke (48:16)Perfect. We’ll also put all the links in the show notes, of course, so that people can check it out and get in touch with you if they have other questions. So thank you again. I know I keep saying it, but I really do appreciate you being on this show. Anything else you’d like to share before we finish up? Ceil (48:21)Awesome. No, well, this has been a pleasure for me. I said this before we started to record. I’m not used to being on this side of the microphone, so this was a little bit fun for me. A little nerve wracking, but you made it great. So thank you. I appreciate it. William Hanke (48:44)good. That’s fantastic. Well, thank you. So that’s a wrap for today’s episode of Marketing Panes. Huge thanks to Ciel DiGuglielmo I didn’t butcher it. That’s good. For giving us a peek behind the curtains, literally, and showing us how the right resource at the right time can change a career. Whether you’re new to fabricating or 20 years in, there’s always more to learn. Ceil (48:55)No, you did not. William Hanke (49:11)And it’s leaders like Ceil who make that journey easier, smarter, and a lot more supported. If this conversation sparked a new idea or gave you a resource to explore, share it with a fellow pro and be sure to follow us on all the usual channels. Thank you for listening and have an awesome day. TRANSCRIPT William Hanke (00:00)Welcome back to Marketing Panes where we talk with real window treatment professionals, business owners and service providers about what’s working in marketing and what’s changing in the industry. Today’s guest is Ceil DiGuglielmo a longtime workroom pro turned educator and the current steward of the Curtains and Soft Furnishings Resource Library. one of the most comprehensive collections of training and tools in the industry. She spent years helping fabricators and designers not only level up their skills, but build confidence and community along the way. We’ll talk about. what today’s workroom professionals need most, what’s shifting and how people learn the trade, and why education and support can’t be one size fits all. Let’s get into it. Ceil, first of all, thank you so much for being on the show today. Ceil (00:55)Well, thank you. It’s my pleasure. William Hanke (00:58)Glad to have you on. ⁓ How did you first get into this industry? Ceil (01:04)Well, it’s interesting. Well, I think especially for people my age who are in the industry, it started out as I chose to stay home when my oldest daughter was born. And a few months into that, I was like, this isn’t quite what I expected. And I also needed to make some more money. And I had some skills. I knew how to sell. My very first business was making bridal headpieces. And I literally would make a headpiece, photograph it, take it apart, make another headpiece, actually, my husband photographed He was a photographer at the time. And I put together a book and then I started advertising locally. And I did that for a couple years, but I had been in business. I worked for a retail, large retailer in the Philadelphia area. I just did not know how to run a business. And I ended up going to a SCORE meeting for female entrepreneurs. And they are the service core of retired executives if people don’t know who they are. William Hanke (01:57)Okay. Ceil (02:02)It was eye-opening and I learned a lot about how to run my business. I got myself a score mentor and I met two interior designers there who were looking for someone to make soft furnishings and window treatments for them. And it was like the perfect alignment. ⁓ I was able to work with them. And since they were new, I could say to them, I have no idea how to make that, but I will find out. And it was, I wasn’t embarrassed or trying to prove myself. They were new. There were things they didn’t know. So it was a great start. And then I sort of fell into, I found out about other people in the industry through a conference that was advertised. And I went. William Hanke (02:34)Yeah. Ceil (02:46)and I sat down in my first class and it was like, ⁓ these are my people. Like this is what I want to be doing. And I realized it was in fact a business that fabricating window treatments could be a career for me. And it could be something I could work around my family schedule when I needed to and grow it as my family grew. William Hanke (02:59)Yeah. Yeah, I love that you say this could be a business. I remember that as well. Like, ⁓ I could probably do this. This could be a thing, right? Yeah, that’s awesome. So you’ve worked in several corners of the trade now. What experiences shaped that approach? Ceil (03:20)Yes, it’s gonna be a thing. Well, we talk a lot about learning to say no, but it’s also important to say yes. And I said yes to a lot of odd things. And one of the things that I said yes to was doing my own podcast. I had been listening to a podcast that was actually meant for crafters. And I say this very respectfully, I’m really not a crafter. William Hanke (03:58)Sure. Ceil (03:59)I need to make something that has a purpose. I mean, I knit and I do some other things, but I never really saw myself as a crafter and I don’t, can’t tell you why I used to listen to this podcast, except that the woman who did it did such a brilliant job of asking questions. Her name is Abby Glassenberg. And I kept listening to it and thinking, oh, somebody in our industry should do this. William Hanke (04:10)you Ceil (04:24)somebody in our industry should do this. And then one day I figured like, well, I’m somebody and I can go to YouTube and figure out how to run, you know, do a podcast. I had no idea what I had gotten myself into. As you well know, there was a whole lot more to it. But I said yes to it. I started to do it. And then when Janelle Deck, who was a previous owner of the Curtains and Soft Furnishings Resource Library was William Hanke (04:38)Sure. Ceil (04:52)realizing it no longer connected to what she was trying to build. She and I sat down and talked about it and actually the anniversary is coming up very soon. On January 17th of 2017, we signed the papers and I took over running the Curtains and Soft Furnishings Resource Library. William Hanke (05:12)Wow. Wow. Ceil (05:14)So again, I said yes, but I didn’t quite know everything I was getting myself into. But I had been a member of the library and I understood what having a place to go to and look for information, but also having a community. At that point, Facebook groups were becoming very popular, but sometimes I’d look and there’d be like 3000 members on a Facebook group. And I had no way of knowing whether they were professionals or whether the questions that were being answered were the best way to do things or the most recognized. right way. I know there’s no one right way to do everything, but I would get too many answers for things. Inside the library, it’s a smaller group. It is professionals. It’s people who have been helping other people for years. We have some people who are retired from the business and still continue to come into the library and answer questions and help people. So I loved what the library stood for and it was a great ⁓ William Hanke (06:12)Love you. Yeah. Ceil (06:18)It was a great combination of the podcast and the library. I did not realize that I would have so little time and I started to cut back on the fabrication. So in the past maybe two or three years, I’ve cut back to maybe just one or two clients that I work with. And that’s more to keep myself in the workroom once in a while than anything else. So the focus now is on running the library, doing the podcast. And part of the library is also a digital digest, which is a magazine geared towards workrooms. William Hanke (06:45)Yeah. ⁓ that’s awesome. You’ve basically you mentioned score earlier on. You’ve basically built a version of score specifically for this industry, right? Ceil (06:57)Thank You know, I hadn’t thought about that, but yes, based on the fact that so many people within the library are seasoned fabricators and willing to answer questions. the content of the library, Will, it’s grown over the years. Some of it is, William Hanke (07:08)Yeah. Ceil (07:26)Recorded webinars from the old custom home furnishings Academy some of it is courses that people put together sold for a little while and then realized that the content was important but not as Up to date so they would donate it to the library and also have a great working relationship with the workroom channel and a lot of our industry teachers record courses on there. So yeah, yeah, you’re right. I had not thought about that, but it is kind of like score for window treatment fabricators. William Hanke (07:59)Yeah, yeah. And for listeners that aren’t familiar with score, we’ll put a link in the show notes for sure, because I used score when I first got started. What an amazing organization to really, you I love to hear success stories like yours, where you had a mentor that helped you just, you know, just explain that, yes, this can be a thing. And this is the way to get there. Ceil (08:08)Okay. And what I loved about ScoreWill was that it was people with, at one point I had one mentor and then for a little while I was meeting with two or three people. During the pandemic, we were only meeting on Zoom. So ⁓ like three of them would jump on and they would give me different perspectives from their industries. So it was just, and just really helped me keep on task about running the business end of things. William Hanke (08:43)Yeah. Ceil (08:50)not just being creative and this is pretty, I want to make this. I really had to focus on that part of it too. William Hanke (08:51)Right. Yeah. Yeah. Yeah. Creative brains have a hard time doing the actual working on the business stuff. It’s like an unfortunate evil in order to eat at the end of the day. You have to do these things, right? That’s awesome. Well, let’s dive in and talk a little bit more about the resource library. I want to hear more about this. Ceil (09:03)Yes, we do. Yeah. Yes. William Hanke (09:21)Give us an overview of what it is and who really is it for specifically. Ceil (09:26)Okay, it’s geared mostly towards workroom owners. And that can be the single person workroom, it could be the person who has a part timer, and it could even be a workroom owner who’s hands off from the fabrication standpoint, but that he or she has to bring in and train employees. So it consists of videos that were from the now defunct Custom Home Furnishings Academy. how to operate a straight stitch machine, how to clean a straight stitch machine, how to make single width panels. So there’s step-by-step videos. There are years worth of magazines that were put out in the past. started with a black and white printed newsletter that was done by Cheryl Strickland, who is a name that a lot of people who have been around for a while know. So there’s step-by-step articles. Then there are the drapery and design webinars, which again, there are some things in our industry just like a lot of our machines. I have a straight stitch machine that’s probably 100 years old. It’s still working. It’s a workhorse. I don’t need an updated machine. Would I love one? Sure, but I don’t need one. Some of the information that’s in the library is like that. There’s a video on how to make a box pleat valance. It’s got older looking fabric, but the method hasn’t changed at all. in that sense, it’s really valuable. And it also cuts down on the expense of updating some things. We haven’t changed how we do a lot of things. William Hanke (10:36)Yeah. Yeah. Sure. Yeah. Ceil (11:04)hear the step-by-steps. We have webinars on how to deal with sheer fabrics, how to deal with oversized projects when your table is 10 feet by five feet. how do you get something on there that’s even larger? How do you manage fabric for a seven width panel when your tables is wide as one width? It’s things like that. And then over the years we’ve added, there is a course on how to start a business by Michelle Williams. There are some upholstery information classes. We had several people who, we have several people in our industry who do a little bit of both. They make window treatments and they do some small upholstery projects. William Hanke (11:32)great. Ceil (11:44)foam do I use? Here’s a webinar on foam and what the differences are. So it’s, there is so much information in there that sometimes when people reach out to me and say, is this in the library? I have to go, let me think about that for a minute. I know it’s in there somewhere. Now over the years I’ve collected, so it’s easy for me to find, but inevitably there are some things I forget are even in there. So William Hanke (11:48)That’s awesome. Ceil (12:10)My job as the librarian is to help people find things and to remind people of everything that’s in there. We also have a community inside there and it’s called the forum and people can come in and ask questions. And again, it’s moderated by me and it’s my full-time job, unlike the Facebook groups. And since 2017, I have had to ask one person to be a little bit more respectful. No snarky answers, there’s no unkindness. And people will come in and say, this awful thing happened to me today. And seven people will jump on and go, crap, I feel your pain. Here’s what I did when it happened to me. Or there’s nothing I can do to help you, but I’m here for you. And that sense of community that doesn’t have 3,000 people attached to it, I think is just nicer and. William Hanke (12:53)Yeah. Ceil (13:02)It’s just a nicer version of Facebook and a calmer version. And I see people, I don’t have to be the one to answer all the questions. I will see a question pop up and before I can even go on somebody saying, ⁓ here’s a link to this article. here’s, ⁓ this is the product I’m using. And everything within the forum is searchable. So if you’re ready to ask a question, you can always go in and search it first. If no one has answered that question, then you jump in and you ask the question. William Hanke (13:33)Yeah, that’s priceless when you can have a community of like-minded folks, especially ones that just want to be helpful and they’re not worried about being competitors. I think that is absolutely fantastic. Ceil (13:42)Yes. Exactly. Well, we’re geographically diversified, although people will connect with people who are close by to them. But we’re really not in competition with one another. There’s more than enough work out there for all of us. And there are enough people who are part of the library that believe that By helping other people, we elevate the industry and we make it a better place for everyone who’s in it. And we also make the output even better for our clients. William Hanke (14:17)Great. Yeah, yeah. We’ve got a lot of clients that have work rooms. So they’re dealers, but they also have work rooms. I can see this being a fantastic resource to give to your employees and maybe even say, hey, spend an hour or two a week in here as part of your training to help those employees get even better. Ceil (14:39)Right. And I think also, Will, the reason that I talk to workroom owners is if they don’t have a training schedule in place, they literally can sit somebody down in front of the how to make window panels, draperies, let them watch it, and then have someone take them to the table and say, OK, here’s how we do this here. But then it’s not a completely foreign idea. And I just, think it’s a valuable resource. It’s also, we do custom window treatments. If you’re a small workroom, you rarely do the same thing over and over again. And so to be able to go back, or if you have one employee, just to go back and, all right, just refresh my memory on this. How do I do this? I think that’s really a valuable resource for people. William Hanke (15:24)Yeah. Yeah, I’m a huge fan of the Pareto principle, the 80-20 rule. If you can give somebody something that’ll get them 80 % of the way done very quickly, and then you just solve that last 20, absolutely fantastic. Ceil (15:37)Yes. Yes. Yeah. I think that’s a good analogy. I like that. William Hanke (15:44)Yeah, yeah. So when people log in to the library, do they typically use the search feature? Are there predetermined courses, folders? How does that piece work? Ceil (15:59)So search is a big part of what people go in and do, but the way we have the library laid out is each of the three levels of membership are listed with what you have access to. So it’s overall, like here’s where all the magazines are, here’s where the older webinars are. for the ProPlus, which is the highest level of the membership. There’s a drop-down menu. Here’s everything that I have access to. One of the things that we do is a monthly webinar called Circle Time. And we have all kinds of different ⁓ types of webinars. They’re business related. They’re fabrication related. They will do technology, anything that assists. our workroom and a lot of the people who are doing those webinars for me are people within the library community, educators within our industry. I know you interviewed Susan Woodcock. She’s done webinars for me. She and I collaborate on a second podcast and a lot of the people who teach at the custom workroom conference also do webinars and they stay recorded inside the library. So people have access to them all the time. So it’s not quite a roadmap on the front page, but it’s a list of everything that people have access to. William Hanke (17:19)That’s awesome. ⁓ What makes this one different from some of the other industry groups that are online? Ceil (17:26)I think it’s more the sense of community and not being afraid to ask a question that reveals that you don’t know something. Even people who been in this business for a very long time have not made everything there is to make. And sometimes people will ask a question on Facebook. It’s like, what’s the best window treatment for this window? And… Sometimes it’s not that simple. There are some other questions you need to ask first. incidentally, one of the women who always used to start that answer with a question, what does your client need, is a woman who wrote a great course called the Learn to Choose Window Coverings course, which I ended up buying from her. It’s standalone, it’s different from the library, but it’s… William Hanke (18:13)nice. Ceil (18:16)how do I reach my clients? How do I tell them what they need for their windows? And she does it in such a logical step-by-step way. And she was getting ready to retire. And I was like, this is really valuable information. This should not go anywhere. So ⁓ again, I said yes to something ⁓ and added it to my umbrella. it’s that willingness to help and answer questions is what makes the library stand out. William Hanke (18:44)Love that. The community is awesome. Any moments from the community that really help someone stand out? Ceil (18:52)I think I see a few things on a day to day basis where someone is just frustrated they can’t find something. You know how much content is out there now. Well, you could go to five different places and get five different answers and AI is great, but it doesn’t have everything we need and Someone will say I don’t know where to find this and within you know 15 minutes five people have come on and said here’s who I buy it from or here’s a great resource for it William Hanke (19:06)Sure. Ceil (19:23)⁓ Susan and I have been running a workroom accountability and mentoring group that we hold within the library and then people also go to the custom workroom conference. And one of our mentees recently left her job to start this full time. And she was able to first announce it in our private forum and then have her other mentees come on and say, yes, you’ve got this, we’re here to support you. So those are really great moments when you see that where someone is has been supported enough that they know they can take the next step and that there’s somebody there to help them. William Hanke (20:02)Yeah, feels good, doesn’t it? Yeah, yeah, yeah, I love that. ⁓ What ⁓ you mentioned, the straight stitch machine content is pretty old. ⁓ What other kind of content do you have in there that even though maybe it’s pretty old, it still resonates? Ceil (20:05)Yeah, it really does. Well, I think all of the machine videos are helpful. My very first industrial machine was literally given to me for free. And I had no idea how to actually run it. Neither did the woman who gave it to me. And… if I had had someone show me, I would have saved myself a lot of trouble. And now somebody can sit down and watch and go, okay, that’s how it’s different from my home machine. I can see where I have to add the oil. can see, you know, an industrial machine is much faster. ⁓ And it’s a workhorse. So that’s on there. I probably am not doing myself any favors by referring to it as older content. just, it doesn’t need to be updated. It’s there. It’s there for you to look at and learn from. ⁓ So we’ve got videos, we’ve got step-by-steps. And it was so well written in the first place that it just takes people through. And I love that if you have a different learning style, if a step-by-step written instructions don’t work for you, there are videos for most of the things that we have on the library. And a lot of them are broken down into small chunks. So it’s not a three-hour video that you have to watch. William Hanke (21:40)Yeah, that’s great that you have the different learning styles. Not everybody resonates with one, so having the different ways is great. What formats are the most popular today? Video, step-by-step guides, webinar. Ceil (21:45)Yeah. I think that it’s interesting. think the videos are, ⁓ you know, I can track who goes on and watches things. Sometimes this is your most watched video of the week. I’m like, really? That’s the one. I’ve also started to get people to start sending me videos of how they’re doing things that I include in the digest and then we store on the library. And again, that’s, those are the things that people look at. They’re There are solutions that people find in their own workroom and think, I need to share this with people so they can try it. you know, again, well, they’re not highly edited or perfectly lit videos. They’re here. I am in my workroom. Here’s what I figured out. I’d like to share it with you. And I’ll have like. 50, 60 people watch it in a week and think, great, now people are learning from that. So yes, I think videos are the most, but when I share… I can take the old magazines and pull out like one section of it that has step-by-steps for how to add a flange on a pillow. And I’ll include that in the digest and people will download that PDF so that they have access to it when they need to make it. So I’d say it’s probably a tie between the two. Video is first maybe and then step-by-step. We are really… hungry for step-by-steps in my part of the industry. William Hanke (23:23)Yeah, yeah. I think most people are visual learners, probably why YouTube’s the number two search engine, right? I have a bumper sticker on my car that says ⁓ YouTube mechanic, right? Because I just go there and figure out how to do the wrench thing, right? So video’s fantastic. But at some point, we do need like, OK, Ceil (23:27)Mm-hmm. You Yes! William Hanke (23:47)I need to get into the details of how this works and having that as an option. Again, great. ⁓ Different levels of searching, right? Once I found what I want, then I need to dig down to get the step-by-step to get that done. So great that you offer both of those. What do you think surprises people the most when they first join? Ceil (23:50)Yes. Right. I think the volume of information that’s available to them. I think that people don’t realize how much content has been collected with Inside the Library. William Hanke (24:18)Wow, that’s good. That’s good problem to have, right? All right. I want to talk a little bit about younger, newer pros that are entering into the trade. Yeah. So are newer workroom pros entering differently today than they have in the past? Ceil (24:21)Yes, yes. Love this. Love it. I think very differently. When I started to interview people who had been doing this for a little while, some were closer in age to me, and a lot of us had a similar story. They were not exact, but it was, have this skill, I’d like to make some extra money. And it took some of us a very long time to value those skills and to charge appropriately for them. William Hanke (25:09)Sure. Yeah. Ceil (25:10)Some of the newer younger people that I’ve interviewed are like, listen, I was making six figures in my old job. If I’m not going to make money at this, what’s the point of doing it? It would be like, Whoa, okay. Yes, you’re right. But how did you learn that? And please share it with more of us. I definitely saw determination and the younger and newer people and I use those terms together because for a lot of people, it’s a second career. William Hanke (25:18)No. Ceil (25:40)but they’re not 75 making it ⁓ a second career, although we have a few of those people. they’ve been through enough that they know if they’re going to commit to this, they want to make sure they’re successful at it. But they a lot of people also choose it because they can make it balance with the current circumstances of their life. They can be as busy as they want to be, or they can cut back and work fewer hours. So I feel like the most important difference was or is with some of the newer younger people is that they value their skills more than some of us did. 25 years ago. William Hanke (26:19)Yeah. So instead of, ⁓ this could be a thing. It’s more like I can make this a thing. Right. Yeah, that’s awesome. And they come in a lot more educated right off the bat. They kind of have a good maybe 10,000 foot view of what’s going on and what’s going to happen before they even commit. Ceil (26:25)Yes, yes, that’s exactly right. Yes. A lot of us didn’t even know we were workrooms, Will. That’s the difference between my generation of workrooms and the newer ones. And that was one of the things people said to me when I started the podcast was, I didn’t know I was a workroom until you told me that. And the newer, younger people coming in are… William Hanke (26:42)That’s great. love that. Ceil (27:03)They know they are a workroom and they know they have skills and they know they bring value to their clients, whether they’re interior designers or retail clients. William Hanke (27:14)Yeah, when they come in like that, what do they need the most to get started? Ceil (27:22)You know, it’s interesting, Will because I love technology, but what we do, you really can do with your hands and a needle and thread. I mean, the machines make things happen faster, but we can do everything by hand. I think the most important thing for someone who wants to be fabricating is a table, a gridded, padded table that allows you to work at the right height. because there is nothing worse than stooping over your dining room table and then having to clear it off so that people can eat at it. We’re getting down on the floor and cutting out material. And a lot of us started out that way. So I think a work table is really important, a dedicated space that you don’t have to put things away. And yet if you don’t have those things, I don’t think it should stop you from getting started. I think that the third thing is community. is knowing that there are people out there who can direct you where you need to go and answer your questions. William Hanke (28:25)Yeah. How has the learning path changed over the years? Ceil (28:32)Well, one of the questions I ask on the podcast is how did you learn to sew? And I would say for 90 % of the people, it was either a grandmother or an aunt or a mother, or it was school. They don’t really teach home economics anymore, but for a lot of people, that was the answer. And the first time someone said to me they learned to sew on YouTube, like just was like, you’ve got to be kidding me. But it makes sense, as you said, it’s the second largest search engine. So one of the challenges that workroom owners who are not fabricating have is when they hire someone, they don’t want to hire someone with too many skills because then they have to unlearn some things. And I think that the learning path for some of the people in our industry is they’ve decided they can make this a thing and then they have to learn to sew to do it. And in the past, it was the exact opposite. I know how to sew, what can I do with this to make some money? So I have seen people start a business in this industry when they did not know how to sew prior to it. And that’s a drastic change from, you know, 20 years ago. William Hanke (29:37)Yeah. That’s really interesting. It’s definitely reversed ⁓ from what you’ve seen in the past. So yeah, has that caused different courses to suddenly be more popular and maybe other ones be less popular, I would assume? Ceil (29:56)Yes. Not for everyone. Yeah. I don’t think it’s the courses so much as the styles that have changed. For many years, we’ve been doing Roman shades and side panels, and those are straight pieces of fabric. ⁓ There’s a lot to learn with a Roman shade and the different types and the head rails and things like that. But when I started, my very first class was an empire swag. and not too many people are making them, although that’s changing again, swags are starting to come back. So I think that for the people who are learning to sew, they also have to be open to, it’s not just about sewing, it’s manipulating fabric, it’s stapling on a board, it’s all of those things. So I think that’s another part of the path that’s changed. William Hanke (31:00)Yeah, yeah. One of the things you mentioned earlier on was the Learn to Choose Window Coverings course. Tell me a little bit more about that course and who it’s for. Ceil (31:12)So I feel like that is best suited for anyone who is going to be fabricating and works with a retail client. It is not about fabrication. It is about how to help your client choose the correct window coverings. it can be ⁓ interior designers can use it, workrooms who are selling to ⁓ retail clients. But as a to the trade workroom, I also found it incredibly valuable because a lot of my designers were not well-versed in window treatments. And they would have me show up at a client’s home and we’d be measuring for side panels. And I’d ask the question, well, how are they keeping light out of this room? There was no answer to that because that wasn’t part of the design. And in asking those questions, we were finding really what the client needed. And nine times out of 10, it meant the designer and I were both making more money because we weren’t covering the actual need of the client with pretty fabric. It was, we need a shade and we need pretty fabric. the course is meant to educate people so that when they go to a client’s home, they can put together information, sell them what they need, and do it quickly with fewer visits. Because time’s money. William Hanke (32:42)Yeah. Have you had to update that course over the years or add additional pieces to it? Ceil (32:49)Yes, and we are in the process of updating it yet again, especially with AI. There’s a capsule inside. So it’s broken down into nine different segments. And when you buy this course, you own it. It’s not something you have to pay for every year. It’s just you buy it and you have it. There are two or three different rendering programs that are available for our industry. One is minutes matter, the other is dream draper. And it’s, they’re fabulous because you can import the fabric that you want to use, put it onto, this is what it would look like as a valence. This is what it would look like as a drapery. But now with AI, one of the things you can do is do a rendering of the total room that looks far more realistic than any rendering program can show. So you can put it all together and say, does this William Hanke (33:36)Sure. Ceil (33:38)look then have AI update it. So Linda Erlem was the creator of this particular course and she is updating it with me. She just doesn’t want to do the marketing and the running of the program but she’s a really great educator and we’re updating some of the language that’s in it. So I think this is a course that can’t be left. The information is going to change as time goes by. And then anyone who already owns the course will just give them the updated version. William Hanke (34:06)that’s great. Okay. Wow. So it’s always up to date. I love that. Yeah, that’s great. What inspired you to include that in kind of your business umbrella? Ceil (34:10)Yes, yes. Well, I did retail for a little while and realized that I was not qualified to be making some of the decisions that interior designers know how to make. I did it, and the older I got, the worse my filter became. And someone would say, oh, I love this orange rug. Let’s make this work in the room. What window treatment fabric can we put with it? And inside my brain would be going, oh, no, that rug’s got to go. I’m not an interior designer. William Hanke (34:28)Hahaha No. Ceil (34:45)I have such respect for their ability to look at someone else’s tastes and requirements and create a beautiful environment for that client. I am not that person. I don’t have those skills. I can, however, make whatever beautiful window treatments you’d like to put in that room. And I looked at this course and again, Linda was always that person answering the question, what do I put on this window with the question of what does your client need? And I thought she is so brilliant. Like that’s the first thing we should be asking. But she broke down how to measure properly, how, you know, everything you need to bring with you. She just did such a great job with it that I felt. William Hanke (35:21)Yeah. Ceil (35:32)that with the education that was available inside the library, that the two were just a great ⁓ companion piece. William Hanke (35:41)That’s great. It sounds really good. You mentioned what should you bring with you? Are there any tools or tactics you think more people should be using now? Ceil (35:50)I do. think that it’s taken a little bit of time. think that people need to be more digital. I think they need to walk into a client’s home with a tablet and not a patent paper. If you like writing because tactically and you learn and remember better, then use a note taking app and write it on your tablet. I’m a big fan of the iPad. I’ve taught some iPad courses at the custom workroom conference. But I think that if you are trying to keep things in a folder and it’s a lot of paper, you’re taking more time than you need to work with your clients. ⁓ I also think that walking in with samples of hardware and samples of fabric that you have preselected for your client, because if you walk in with 50 books, they’re gonna take a really long time to make a decision. If you’ve narrowed those choices before you ever walk in the door, but you bring things with you, you’re gonna make the sale faster. And I think that… There’s also a really fabulous webinar inside the library that’s done by someone who had like 25 years of sales experience. And she has her system down to T. She answers phone messages at a certain time. She has a questionnaire that she sends her clients. Those are all of the things I think that make you more effective. And especially for someone who’s new and your confidence isn’t quite where you want it to be. You take this course, you watch this webinar and you can walk into your third client’s home and it sounds like you know what you’re talking about and you’re comfortable with the information and then you can move forward faster. And again, by not going back to their home two and three times to check on things, by having checklists and doing everything while you’re there the first time. William Hanke (37:46)Yeah, the customer doesn’t know that, right? If you can exude that confidence when you show up on your third ever customer visit ⁓ and you got your stuff together, they’re going to be like, wow, this, I mean, this, is the person we need. Ceil (38:04)Exactly, exactly. And it’s, I don’t think it’s that hard anymore to be ready sooner with the information that we have available. William Hanke (38:14)Along those same lines, if you walk in with a pad of paper and they’ve got another guy that shows up an hour later with a tablet, that speaks to the customer as well, right? Ceil (38:26)Yeah, and I think Will that everything isn’t about appearance, but if you look pulled together when you walk in the door, if you are not so worried about forgetting something that you are interacting naturally with the client, whether it’s a designer or… retail client, those are the things that I think make a difference. And if you’re still using a pad and it’s working for you, you go for it. But when you walk in and you’re not trying to remember, okay, what do I measure first? And what do I do next? And what do I do next? And when you’re new, those are things that are harder to remember. So all those checklists and things on a tablet just makes you know that you’re going to relax, get everything you need. and you will be able to talk more easily to the client. And you’re right, then the client goes, this is the person I want to work with. William Hanke (39:20)Yeah, yeah, I love that. You’ve shared some incredible things. I want to jump into kind of like a bonus round, if that’d be OK with you, and do some a little bit more fun questions. One still somewhat industry related, so we’ll start there. What helps you stay sharp or inspired outside of the window treatment industry? Ceil (39:27)Okay. I, outside of the window treatment industry, I love to learn, Will. I read constantly. I love to research different things on YouTube. And just, I love to learn. So I think that’s probably, and then sometimes I’ll learn something, ⁓ that would be helpful in the industry. So I would say that’s it. My love of reading and learning. William Hanke (39:58)Yeah. Okay. Do you do fiction, nonfiction? Yes. Ceil (40:10)Yes. Yes to both. read a lot of business. I read a lot of business books, but I also love to read fiction and I read everything from historical fiction. I’m not a big romance fan. I love Jeffrey Deaver. I love Jonathan Kellerman. My husband laughs because we’ll watch something scary on TV. He says, you read books that are so much worse than what we’re watching, but they’re just words when I’m reading them. William Hanke (40:38)Right. Ceil (40:39)watching them on TV. That’s another story. Yeah. William Hanke (40:41)Yeah, it’s coming at you, right? What business books have really affected you lately? Ceil (40:51)So I’m actually, it’s really not a business book, but Atomic Habits by James Clear. I’m actually rereading that. I love that book. A book I hate, but I have read three times is The E-Myth Revisited. I hate it for all the reasons that it’s accurate. That you can’t be the technician, the manager, and the entrepreneur and get it all done. William Hanke (40:56)great one. Yeah. Yes. Ceil (41:16)Profit First by Mike McCallewitz. Those are all books that have had an impact on me. William Hanke (41:23)those are great. I’m hearing a lot about atomic habits because I probably read that what three years ago. I don’t know when it came out, but quite a while ago. But suddenly it’s like back on my radar and we’re actually cleaning out our storage room. It’s become a storage room that’s like too much storage and we’re cleaning it out. And I saw the book lay in there the other day. I’m like, I guess somebody’s telling me I need to go ahead and pay attention to this again. Ceil (41:36)Yeah. Yeah. It’s interesting because I had, you can see a bookshelf behind me and there’s, I’ll admit it, there’s a pile of books on the floor, because I’m trying to clean it out a little bit too. But I had been listening to a podcast and James Clear was a guest. William Hanke (42:00)Yeah. Ceil (42:08)And I had been talking with someone about my word of the year. And sometimes I do that and sometimes I don’t. And I had chosen a line because I wanted to make sure that I didn’t say yes to things that don’t align with where I want my business to go. And he said something on the podcast that made me change my word of the year. And he talked about having clarity. And of course the joke was his last name is Clear. William Hanke (42:23)⁓ that’s great. Mm-hmm. Ceil (42:36)If you’re not clear on what you want, then you don’t know where you’re going. And I was like, yeah, I can’t use the word align until I’m clear. So I’ve chosen clarity as my word for the year and align will be about like my secondary word. But I just listened to him and I thought it’s time to pull that book back out again and reread it. And I’m not a big rereader. There are too many books. William Hanke (42:46)Yeah. That works. ⁓ yeah. Ceil (43:05)for me to spend time rereading one, even if I loved it. But I absolutely am enjoying taking the time to read it a second time. William Hanke (43:15)Okay, all right, you sold me on it. I’m gonna go downstairs and grab it and get it back on the top of my head. Ceil (43:20)All right, I’m gonna follow up with you and see if you read it. William Hanke (43:24)Fair enough. What’s a favorite oops moment from your fabricating days? Ceil (43:32)I was making a bedspread for someone and I was serging the seams. And if your listeners do not know what a serger is, it cuts and stitches the edge of the fabric and it gives a really nice finish. it not only sews a seam, but then overcasts the edge of the seam. And the fabric got caught. And I cut the fabric where I shouldn’t have. And I literally had like one of those moments where I ran screaming from my workroom and like, this is gonna cost me a fortune and blah, blah, blah, blah, blah. ⁓ And I went back and I really hadn’t caught it at a bad spot. Like, was only an inch or two over and I had allowed myself enough excess that it was not a problem. So I learned a valuable lesson with that one and that was to maybe not overreact to a mistake the way I did. And there’s a woman in our industry who’s been an educator for years, Anne Johnson. She had written an article called Three Strikes and You’re Out. And that is if you make three mistakes in your workroom, get out of your workroom, go do something else, which you will make a fourth mistake. And that was the fourth mistake of my day that day. So I learned that Anne knew what she was talking about and I had to follow those rules in my workroom. But yeah, I saw that cut in the fabric and I literally had a meltdown. William Hanke (44:52)Fair enough. ⁓ Yeah, wow. You mentioned Profit First earlier. I’m a huge Profit First fan. Do you have a secret weapon, maybe not necessarily finance related, but just overall some sort of tool or habit that makes your work smoother? Ceil (45:31)That makes my work smooth. That’s a good question. I would say my secret weapon is investigating ways to be more productive. That is another thing that I truly love. I wear an apron while I’m working. ⁓ William Hanke (45:40)Okay. Ceil (45:47)I have tools hanging around my work table. I have my desk set up so that I can get to things quickly. And I don’t come by those things naturally. I don’t sit here and go, if my pens were here, I learned them from other people. So I think my secret weapon is investigating and saying, there’s got to be a better way to do this. I just don’t know what it is. William Hanke (46:10)Yeah, yeah. And you’re running the resource library, which is pretty awesome to have that sort of personality. And also, the user-generated content you mentioned. Other people can upload pictures of how they solved something. ⁓ I bet that helps tons of people, which is, yeah, that’s awesome. ⁓ As we wrap up, thank you so much for being on today. This has been great. Ceil (46:27)Absolutely does. William Hanke (46:35)Any final thoughts from someone who’s either new or rebuilding in the workroom space? Ceil (46:40)I think, Will, not to beat a point to death, but look for community. One of the things that I always find so fascinating is… that either someone has listened to my podcast and heard where someone lives and says, ⁓ they live right up the road from me. And I love when I hear this, where people say, I reach out to them, and now we’re workroom buddies and we help each other. ⁓ Susan Woodcock has said that about the Custom Workroom Conference. People will be standing in line to get their badges and they turn and they live a town away from each other. I think that finding people who can help you. is the most important thing for a small workroom, a solopreneur, this can be a very lonely business. But being able to connect with other people and find out that the way you are doing it is great and giving you that boost of confidence. Or if you try this this way, you’re going to be done in half the time and you can move on to the next project. If you’re working by yourself, you don’t have that opportunity. But reaching out to other people and connecting with them allows you to build confidence in yourself and your skills. And I think it’s invaluable. William Hanke (47:56)That’s awesome, yeah. Where can people learn more about the resource library and connect with you? Ceil (48:03)Well, I’m on social media. The library is CSFRL.org and I have an Instagram account for the library and the So Much More podcast has a Facebook page so I can connect with people there. William Hanke (48:16)Perfect. We’ll also put all the links in the show notes, of course, so that people can check it out and get in touch with you if they have other questions. So thank you again. I know I keep saying it, but I really do appreciate you being on this show. Anything else you’d like to share before we finish up? Ceil (48:21)Awesome. No, well, this has been a pleasure for me. I said this before we started to record. I’m not used to being on this side of the microphone, so this was a little bit fun for me. A little nerve wracking, but you made it great. So thank you. I appreciate it. William Hanke (48:44)good. That’s fantastic. Well, thank you. So that’s a wrap for today’s episode of Marketing Panes. Huge thanks to Ciel DiGuglielmo I didn’t butcher it. That’s good. For giving us a peek behind the curtains, literally, and showing us how the right resource at the right time can change a career. Whether you’re new to fabricating or 20 years in, there’s always more to learn. Ceil (48:55)No, you did not. William Hanke (49:11)And it’s leaders like Ceil who make that journey easier, smarter, and a lot more supported. If this conversation sparked a new idea or gave you a resource to explore, share it with a fellow pro and be sure to follow us on all the usual channels. Thank you for listening and have an awesome day.

January 13, 2026Episode 5335 min

Adapting a 50-Year Window Treatment Business for Today’s Homeowners with Brandon Moss

Guest Profile: Brandon Moss Brandon Moss, CEOBrandon Moss is the son of founder Mike Moss and now leads a nearly 50-year-old window treatment business as CEO. He carries forward his father’s commitment to quality and customer service while guiding the company through the changing expectations of today’s Florida homeowners. Under Brandon’s leadership, the business continues to evolve by modernizing systems, adapting marketing strategies, and embracing innovation, all while staying rooted in affordability, trust, and service excellence. Brandon brings a valuable perspective on generational leadership, balancing tradition with change, and running a mature business in a competitive, fast-moving market. Other Notes/Links: Website: Blinds & Shutters by Discount Mike pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://www.youtube.com/watch?v=U3CwKC48lHg Click here to display Transcript TRANSCRIPT William Hanke (00:01)Welcome to another episode of Marketing Panes. Today’s conversation is part of our quarterly series where we step back and talk about what’s happening right now in the window treatment industry, what’s changing and what business owners should be paying attention to this quarter. My name is Will Hanke and today I’m joined with Brandon Moss, CEO of a nearly 50 year old window treatment business. Brandon represents the next generation of leadership. balancing longstanding values with realities of today’s homeowners and modern marketing. In this episode, we’ll dig into how legacy businesses adapt, what Brandon is seeing in the market right now, and the lessons other owners can take into the rest of this year. Brandon, thank you for being on today. Brandon (00:51)Hey, Will good to see you, you handsome little fellow, you. William Hanke (00:54)I appreciate that. ⁓ Fantastic having you on. I always enjoy our conversations. Tell me what it was like stepping into a leadership role in a business that your father built. Brandon (00:59)Yes. So a little about my background for the listeners. My wife and I own a manufacturing company. We are in the dairy manufacturing and we manufacture ice cream. I’m not really at liberty to tell you the companies that we sell to, but they’re very large. There’s a lot of quality control and safety issues that go into that. I expect the manufacturers of window treatments to follow those same quality issues. about five years ago, my father had suddenly passed away. He started this blinds company in 1979. I grew up in it. I was literally playing in the basement on Graber G71 tracks. These were my toys. William Hanke (01:31)you you Brandon (01:48)My brother and I built forts with them and I would install on Saturdays. When I went off to college, my father bought me a pickup truck, a toolbox and said, while you’re studying, sell blinds. And that’s what I did. ⁓ At some point after college, I went back down to South Florida, worked with my father and his store for a little bit and decided, you know what? William Hanke (02:04)nice. Brandon (02:13)I don’t want to do this. Let me get out of this business. I came back to central Florida and my wife and I built this factory that makes ice cream. So when my father had passed away, we were closing things up, tying up loose ends and I just fit into it like an old sock, an old glove. It felt comfortable. And my wife took over the ice cream business and I’m rebuilding and relearning this window treatment industry. William Hanke (02:40)Nice, nice. So it was always there, but kind of out of mind, I guess. And now. Brandon (02:46)Yeah, I left the industry just as there was consolidation from regional fabricators. And the major brands like Hunter Douglas and Graber were taking over fabrication at their own factories or overseas or, you know, over the borders, whatever they’re doing now. William Hanke (03:04)Yeah. What part of the the business that you’re now that you’ve been thrown into maybe voluntarily? What was kind of the hardest part to take ownership on early on? Brandon (03:17)I think the pricing strategy has been a real struggle for me. The name of our company is Blinds and Shutters by Discount Mike. And I think that worked in the late 70s and 80s, maybe even going into the 90s. But I think now, unless you want to do high volume on low margin products, there’s not a lot of money in discounting. I think the consumer is not educated on what a window treatment is, what the product is, what the difference is between a premium brand or an off brand. I argue that 90 % of my customers don’t know the difference between Graber, Hunter Douglas, or ABC Blind Regional Manufacturer. And it means nothing to them. You have to demonstrate it to them. I think… William Hanke (03:59)Right. Brandon (04:06)You know, I was going off of some advice from some of my father’s old friends and people in the industry. And we had set some pretty high margins. We were losing sales, then we lowered it. And we’re trying to find a happy medium between, you know, 48 % and 60 % for every job, which is difficult sometimes. And you have to walk away. But I’d rather do quality jobs than a whole lot of little junk. I also personally don’t want to repair things. William Hanke (04:30)Yeah, that’s great. Right. Yeah. I’d say probably 85 90 % of our clients don’t compete on price. We do have some that that is what they stand on is that will beat all the competition. But for the most part they are clients don’t want to compete on price. Brandon (04:51)Yeah, you’d rather do quality. I agree with that. I think another big challenge that I had was, ⁓ William Hanke (04:56)Yeah. Brandon (05:02)and I didn’t realize this, but it became abundantly clear to me that there’s only so many fabric manufacturers on the planet and everybody basically has the same. the larger manufacturers, I believe they’re all dropping the ball. I really do. I think the I’ve come across a couple of regional manufacturers here in Florida that are doing a really great job. They’re providing good customer service. They’re available to answer questions. The challenge is they use different components. And what happens if they disappear? What happens if they have bad management with their money and they go bankrupt? Their lifetime warranty isn’t worth anything. William Hanke (05:45)Right. Yeah, definitely makes sense. think along those lines, your dad started this in 1979, you said. What were some of the biggest things like pricing and like finding different manufacturers? What were some of the things that you found you needed to modernize along the way? Brandon (06:03)So my father was paper and pencil, know, carbon copy invoices went to a customer’s house and had the book, opened it up and sat on their table and went line by line. know, seeing that my father was in business for, you know, 15, 20 years just in central Florida where I am, I’m coming across repeat customers. They call, I go to their house. We sit down at the kitchen table and they tell me about the conversations they had with my father. your father said this and he did that. My father was very, very entertaining. ⁓ William Hanke (06:35)Okay. Brandon (06:41)My father made friends and joined that sit down. Trust was developed because we’re selling. Trust me, I’m going to take your deposit and I’m actually going to return. William Hanke (06:51)Right. Brandon (06:52)Join that period. There’s trust. So there’s something to be said about the old charts where you open up the binder and you find the fabric and you come down and you pick it out and then you add the options to it and have your little calculator and add it all up because that’s the time period where you’re developing the trust. So now that I’ve switched to using the tablet and I’m using ⁓ software that has the pricing built in, I’m losing that. that natural period to have a face-to-face, eye-to-eye conversation with somebody. So I’m finding myself having to stop and find, I love your dog, your dog is cute, and connect with the client to build that trust. William Hanke (07:36)Yeah, yeah, I can see that everything’s a lot faster and more automated, more optimized, but at the same time, you’re missing a piece. Brandon (07:40)Bye. Right. Yeah. I think the technology is fantastic. I embrace it. I’m looking forward to the next wave of technology. I think the consumer is changing. The baby boomers are slowly becoming a consumer that they’re done renovating their homes. at the tail end of their lives. Fixed incomes, they don’t want to spend the money. Generation X, where you and I come from. William Hanke (07:48)Yeah. Brandon (08:14)We’re now starting to think about retirement and where we’re spending money, but you have the millennials and the newer generations that were built on do it yourself, learn how to do it. And they’re going onto Amazon and they’re finding a shade for $150. And they, when you say the same size windows, 400, 500, 600, they don’t want to buy. William Hanke (08:37)Yeah. Definitely makes sense the different markets or segments out there. then trying to, again, trying to build trust with all of them, but definitely in different ways. Brandon (08:42)Correct. Yeah, you have to bring a value. If somebody is calling you to do an estimate and it’s just a discovery, you’re not going to walk away with the sale unless they’re an impulse buyer. If they’re cautious about their budget and they really want to know, it doesn’t matter. You come in there with a $5,000 quote, if that’s a thousand or $2,000 too high, they’re going to go and get other quotes. If the other quotes are along the same lines of the same quality, the same warranty, and the same products, apples to apples, your follow-up is going to be the most important. Make sure you get them on the phone. Make sure you’re texting them. Make sure you’re closing the deal as soon as possible. Within three, four, or five days of giving the quote. William Hanke (09:31)Isn’t it interesting how that’s always like in sales related calls or training that that’s always something people talk about as the follow up and yet it’s the most ignored piece of a sales relationship. Brandon (09:46)Yeah, sometimes it’s really hard to do. You leave a customer’s house. This just actually happened this morning. I spent three, four hours at this house. This is a $2 million home in a very prestigious area in central Florida. The quote was only $14,000. It was very reasonable for some motorized cell shades. I thought that I was walking out of there. I discounted it heavily. It was going to be my last sale of 2025. It was before the new year. It was like December 29, something like that. And they said, you know, thank you very much. So I sent them a text this morning and immediately she said, can I call you? And we had a whole conversation. She removed 25 % of the shades to lower the bid, but I collected a deposit today. So you just never know. William Hanke (10:33)Congrats, that’s great. Yeah, just from a text message. That’s awesome. That’s awesome. That’s great. So as a disclaimer for the listeners, Brandon is a client of ours, and you’ve been a client of ours for maybe a year and a half now, I believe. Yeah. So I wanted to ask you about marketing, but I didn’t want to set this up. Brandon (10:37)That’s it, just the text message. Yeah. God, it feels like an eternity. I feel like you’re my best friend. William Hanke (11:00)From a marketing standpoint, what is really driving growth for you right now? Brandon (11:04)I would honestly, I don’t want to blow smoke up your skirt, but yeah, mean, a good portion of it is the SEO work that you guys have been putting in a really good portion of it. I was really surprised. I understand the power of SEO. I know how difficult it is to do and maintain and you have to have a good foundation for it, which is why I decided to hire you. I just didn’t want to do it on my own. I don’t have the time to learn it. Running two complicated businesses is not easy. then, you know, doing the SEO. I stick with there’s only one company that I’m doing print ads with. I also buy a mailing list of people that closed on houses and every Friday we mail out postcards. But other than that, that’s all the marketing we do. William Hanke (11:54)Okay. What, what are those postcards say? Welcome to the neighborhood. Here’s 10 % off. Brandon (11:59)⁓ Free paper shades, ⁓ congratulations on your new home, and standard stuff, yeah. William Hanke (12:09)Okay, okay. ⁓ Do you know if Florida homeowners are asking different questions today than they were maybe a few years ago? Brandon (12:17)You know what’s really frustrating to me? Florida homeowners or Florida builders, they are building sliding glass doors larger and larger, and the manufacturers are not keeping up with single roller shades or sizes that can cover those sliding glass doors. William Hanke (12:39)Interesting, okay. Brandon (12:40)Yeah, I mean, here in Florida, the clientele, have homes on the lakes. They have beautiful views. They want to see their views. They want to cover those windows up to stop the heat from coming in. But the roller shades, even the verticals, they max out at 144 inches. We’re seeing large sliders at 160 inches, 180 inches, spanning the whole width of these 3,000, 4,000 square foot homes. it’s getting harder and harder to convince people to have a scene. So yeah, so the first thing that people usually ask is, what do I do about this giant door? My solution is to tell them to paint it. William Hanke (13:14)Interesting. You okay, that’ll work. Brandon (13:28)Yeah. Let’s see. Again, I left the business and came back. I was in the business, it was wood blinds and faux wood blinds day in and day out. Now it’s roller and solar day in and day out. know, wood blinds are stuff that they had in the apartments. When I was selling and everybody wanted to get rid of their mini blinds, which is what were in the apartments or in the homes in the 80s. Here in Florida, people want plantation shutters. They don’t want to spend the money. think the marketplace is saturated with so many different types of quality and what do they call them? Trunk slammers that they give it to them close to nothing and those are driving the prices down and it’s becoming harder and harder to compete. But those people don’t last long. They eventually go out of business. William Hanke (14:23)All Yeah, yeah, not unusual for that to happen. I know it specifically in Florida. You mentioned the rollers. Are you doing a lot of exterior lanias, patios and porches? We might call them here in the Midwest. Brandon (14:40)I just started learning how to do that. I’m adding that’s a new business for me. I’m learning the brands. I’m learning how to sell it. I have found the market is really saturated. My first day out, so to speak, on a sales appointment, I was up in the villages. was selling a, the villages is a giant sprawling retirement area. It encompasses four counties in Florida. It’s giant. Thousands and thousands of homes. A lot of people are putting these screens on their garage, these retractable screens. These were previous customers of mine. They called me back. They had three other quotes from three other companies. All three of them were selling them basically the same product for the cost I was buying it at. William Hanke (15:33)⁓ wow. Brandon (15:36)And that made me do a little research on what’s going on and it’s just a very saturated market. William Hanke (15:45)Yeah. Yeah. So is, is there anything you’re doing around the pricing side of things to help with it? Brandon (15:50)Well, I found another manufacturer. Yeah, William Hanke (15:54)Okay. Brandon (15:55)I found a local regional manufacturer that instead of a national manufacturer that was able to save some costs. But yeah, there are people giving it away. William Hanke (16:05)All right. So that’s a, that’s a good point to, find somebody local. Maybe you’re not paying for the delivery costs, the shipping to land it, that, that type of thing. Got it. Got it. Brandon (16:14)Correct. Correct. William Hanke (16:17)Is there anything that, that you’ve stopped doing because it just doesn’t work anymore? Brandon (16:22)Anything that I stopped doing, that’s interesting. I think I stopped measuring incorrectly because when you measure incorrectly, it costs you a lot of money. No, I’m just kidding. ⁓ I don’t know. I stopped a bunch of advertising because I was just everywhere in all these magazines and it just didn’t make sense. ⁓ William Hanke (16:45)Yeah. Do you think that was a result of your dad? Just a little bit more of the old school. You have to be on the yellow pages and you got to do all these other physical things. Brandon (16:54)Yeah, I may have made a mistake after my dad had passed and I consolidated all of my vendors to basically two. I went with my gut instinct and said, I’m going all in on Graber. I’m Graber Springs industry, everything that they have, I’m learning, I’m going to master. You know, every manufacturer has different thresholds and deductions and motor types and memorizing it all is almost impossible. You can’t have Post-it notes on your tablet to tell you what to do. William Hanke (17:29)Sure. Brandon (17:35)So, so I stopped selling every single brand, which was hard. I think, you know, letting go of Hunter Douglas was, one of the most difficult things for me because I know working with designers, they sometimes want the Hunter Douglas product. And I, I just, I wasn’t going to pay the money for it. My personal experience was my father passed away and we were running around repairing nothing but Hunter Douglas products. It was exhausting. So I decided, you know, it was, you know, just after COVID, there was no sales rep in the area. I think we went through four different sales reps since my father passed away. And I just had enough with it. And the people that they’re hiring as a sales rep for these national companies, you know, my dog knows more than them. William Hanke (18:25)Fair enough. Brandon (18:29)In some cases, I mean, obviously there’s some seasoned reps out there that know a lot, but in my opinion, someone who had to relearn and had a lot of questions, I need to pick up the phone and ask a question right now. My sales rep needs to be available for me and has to have the answers. If they don’t have the answers, they have to be able to call and find the information. And it was very frustrating. I mean, even Graber is the same way. the experts sometimes don’t even have the right answers or customer service contradicts you. And I don’t mean to put anybody down, but there’s so much detail that goes into this. They need to find a better way to organize it so that it’s at our fingertips. William Hanke (19:12)So do you find yourself doing a lot of fact checking? guess just even though you’re getting answers, you almost have to get two answers to make sure, you know, like a second opinion. Brandon (19:20)Absolutely. Absolutely. I would call my rep and, or I would call customer service and then follow up with my rep and then find out what’s going on. Graber just started a couple of months ago, this text to customer service. It’s fantastic. It’s absolutely fantastic because before I would be on hold for 20, 30 minutes waiting for somebody to answer the phone. Now I text within five minutes, they get back to me and And I’ve really enjoyed that service. I it’s one of the best things that Graber has done. So I really commend them. In my manufacturing business, we manufacture food. Let me kind of go off topic here, if that’s okay with you. We manufacture food and we’re highly regulated. So I have a lab in my factory that we take the product off the manufacturing line. We test it for coliforms and bacteria. William Hanke (19:53)that’s great. Okay. Yeah. Brandon (20:16)If it doesn’t pass the safety, goes away. Even the raw materials, everything is tested and verified. Somebody could get sick, somebody could die. The quality is really, really important. ⁓ We have ⁓ temperatures that have to be calibrated to verify and validate that everything is done correctly. So many things. And it’s mind blowing to me that a blinds manufacturer can’t put the correct number of brackets in a box. It’s just mind blowing. mean, if we make a mistake, someone gets sick. If they make a mistake, it’s, I’m sorry. So I feel like those inflated prices that we’re paying from these national manufacturers, our orders are paying for their mistakes. So the smaller dealers, you know, my dad used to always say, make sure you’re making the least 50 % of your money so you can cover any… Mistakes that you may have made I feel like Graber is doing that Hunter Douglas is doing that even Norman’s probably doing that So if a shade cost them, you know 50 bucks They’re charging us a hundred because they know they might have to remake it because of all the mistakes they make That’s my theory. Do I have proof? ⁓ But anyways, so the technology and trying to find information for my manufacturing company William Hanke (21:27)Yeah. Brandon (21:37)I had coded my own program. I had coded an ERP that helps us work in the exact way that we work using AI agents. It took me a year and a half to put that program together, but I did it. And now my company is running smoother because the information is at our fingertips. I’m not promising anything, but I’ve been experimenting with a blinds AI agent. And what’s really kind of neat about it is I can put all of the price charts into an AI agent, provide the AI agent through a coded form of customers’ measurements, and it can spit out a quote. But what it can also do, what I’m hoping it can also do, what I’m leaning towards is messages. So for example, let’s say you put something in at 84 inches wide. or 84 and a quarter inches wide. And the AI agent will be smart enough to know that you are at a price point break on that chart and can give you a warning. And then you could say, okay, I’m an eighth of an inch over. Can I get away? Do they have side panels? Can I save them money by reducing the size of this shade to get the job? Or can I manipulate the price a certain way? The other thing that it should be able to do, let’s say you’re quoting Graber. It should be able to simultaneously suggest fabrics or products that other manufacturers have and give you simultaneous quotes instantly to offer the client other options. William Hanke (23:16)Sure. Yeah. And all that will pop up on your tablet. I mean, conceptually. Yeah. Brandon (23:20)Instantly, instantly, it should take 10 seconds once you tell it to do it. This is important because the customers are getting information while you’re there. You’re measuring their houses, they’re on their tablet looking at Amazon, they’re looking over your shoulders, seeing the measurements. mean, because they’re not engaged in what you’re saying, they’re looking for the best price. So you need to be prepared for that. And I’m hoping that this works. My preliminary tests worked. are working. The AI agent is doing it. It’s literally creating quotes. So what that means is these older software, these older quoting technologies are database driven. You don’t have to be database driven for an AI agent. You take a PDF of the pricing, put it into the AI agent, and it reads it, just as if you would. William Hanke (23:58)Yes. Yeah, yeah, definitely really cool. I love the AI play. I think customers are going to understand, you know, kind of what you’re doing from that standpoint. ⁓ It probably works to your detriment when it comes to back to what you said earlier about not spending a ton of time with them when it comes to the pricing piece, because you can because things are a lot more instant. ⁓ But that’s the way it’s going. You know, like it or not, right? Brandon (24:29)Right. Yeah, the more, the faster you can measure, the more accurate you can measure. I know I’ve been looking into some Bluetooth solutions and things like that. I’m not quite comfortable with it yet, but I’d like to learn more and see how they work. getting accurate ⁓ laser measurements faster and quicker provides more time to spend time to have a conversation with your client. I think William Hanke (25:04)Yep. Yeah, definitely makes sense. Right. Along the lines of customer expectations, do you see how or how have they shifted when it comes to service, speed, communication? Brandon (25:06)I think that’s the key. Be their friend. Here in Florida, we have lot of retirees. So the response to the technology depends on where they are in their technical life, so to speak. Younger people enjoy text messaging. I don’t think texting and emailing is ⁓ the only form of communication. I you need to make a phone call. If they don’t answer, then you text. But it makes life easier, especially when we automate it through like lead boomerang. It’s finding that happy medium of not pissing them off and constantly being, texting them, hey, are you gonna buy it? Are gonna buy it? Are you gonna buy? ⁓ But sometimes, there’s the old adage, you keep asking until they say no. But you just don’t, you don’t wanna piss somebody off. William Hanke (26:11)Yeah. Yeah. But you also want to stay top of mind, right? Yeah. Brandon (26:14)Correct. Correct. William Hanke (26:17)What advice would you give to other business owners who are trying to kind of meet some of these changing expectations in today’s ⁓ industry? Brandon (26:27)Keep your eye on the ball. Don’t put your faith in one supplier. Make sure you’re spread out and look for the changes. There are a lot of changes happening out there. There’s new product developments. There’s really nice fabrics that are coming to the table, operating systems that are better than the national brands. It’s the national brands don’t mean anything. They really don’t anymore. And it’s unfortunate. William Hanke (26:54)I’m seeing that sentiment on various Facebook groups and things like that, that people are pulling away from them in some obviously more drastically than others. ⁓ But good for the local US-made manufacturers that are out there that now have maybe a little bit more of a chance. Brandon (27:15)If they’re organized, they can compete. My Jedi instinct is saying, Graber is moving in the right direction. My Jedi instinct is saying that they are really trying to fix this. But they’ve got 5,000 people working for them. It’s going to take time. Unfortunately, I’ve got money to make and bills to pay. I have to do what I have to do for my business now. But I’m always… I’m watching the improvements that they’re making. I wish the larger companies didn’t treat the dealer system as if they didn’t need us. Or I wish the dealers in the dealer system understood that they need us to survive. Because without us, they’re not moving any product. William Hanke (27:59)Sure. Right. Do you see any trends over the next 12 months that are going to disrupt a little bit more? Brandon (28:09)I think, without getting political, I think that the world right now feels like we’re not standing on stable ground. And many people are uncertain of the direction that the world is going, which means that they are uncertain on how they’re living their life and the choices that they’re making. So people that were in a spending mode three, four years ago, willing to redecorate or remodel or buy new homes, that might be on pause right now. So I think you just have to pay attention to your community, see what’s happening. Know the builders in the area, know, like Lennar here in Orlando, they sometimes offer blinds, sometimes they don’t. And we all know the builder grade blinds are awful. But you know, you market around that. William Hanke (29:02)you Yeah. Your comment about the people maybe pulling back a little bit. Do you also see that because of COVID, right, there was like this drastic everybody in the world is suddenly remodeling because they have nothing else to do, including me. You know, that was what my wife, hey, why is that wall that color? Right. You know. So are we seeing a downturn because of that also that there’s a lot of people that don’t Need to be in that mode now? Brandon (29:36)I don’t know. I can’t really answer that intelligently because at the beginning of COVID, I wasn’t in this business. So I don’t really know. I know that my father was extremely busy during COVID before he had passed. And I know that we had 20, 30 orders pending to be installed when he did die. And that was 2021. So I was at the tail end of COVID. William Hanke (30:01)Yeah. Brandon (30:02)⁓ So I don’t know what was happening at the beginning of it. I will say that ⁓ I don’t know what happened in the last, I would say three, four months, but we’ve just been skyrocketing in sales. It’s really strange. William Hanke (30:06)Sure, fair enough. That’s great. ⁓ I mean, I guess that could be part of the fact that people are heading that direction, maybe. And it’s more, yeah, it’s more on their mind, right? we need to get this place fixed up. Brandon (30:28)Yeah, hopefully. It could also be that they just want to give me money to get out of their house. Like the sooner I pay this guy, the sooner he leaves. William Hanke (30:38)Ha You will stop asking questions and go away. Brandon (30:44)Apparently you’re not supposed to go into the refrigerator and take a beer while you’re at their house. The trust only goes so far. William Hanke (30:51)Oh, That’s great. So Brandon, thank you for being on today. I appreciate it. I want to just do a couple rapid fire questions to wrap this up and and get you on your way. Is that OK? I know you’ve got an appointment to get to. Brandon (31:03)Okay. That’s fun. William Hanke (31:12)What is one business habit that you would swear by? And obviously, if it’s related to window treatments, that’s great. But if it’s ice cream related, I’m fine with that as well. Brandon (31:21)Always improve your communication. William Hanke (31:25)Okay, always with the cut. Brandon (31:26)Yeah. In other words, with the customer, with the installer, with the people setting the appointments, always improve it. So if I’m finding that my appointments are not in the, you know, communicate, hey, this is what I need or hey installer, you know, read the installer form. This is, this is what’s happening with this shade. William Hanke (31:45)I like that. That’s fantastic. What is the decision that felt risky when you kind of jumped into this, but it’s paid off? Brandon (31:52)lead boomerang, working with you. I was nervous at first, but it has paid off tenfold. William Hanke (31:58)I’m glad your expectations were low. Sounds like that’s fantastic. Yeah, same for my wife. I mean, same kind of situation there as well. Brandon (32:00)Ha ha! I hear you. William Hanke (32:14)What’s what’s one thing that helps you reset clearly outside of work? Brandon (32:18)⁓ I like to smoke meat. I have a offset smoker, which means I actually build the fire myself. I don’t do this pellet nonsense with a computer. This is caveman barbecue. And, you know, it takes me two days. I prepare the meat and then the following day I start a fire and I smoke, you know. William Hanke (32:23)Okay. Brandon (32:43)tons of meat over the course of a weekend, know, Saturday and Sunday, ribs, turkey, brisket, and then, you know, freeze what we don’t. I usually eat it while I’m cooking it. That’s the, you know, the hard part. ⁓ But yeah, I enjoy that. ⁓ you know, it lets some air breathe into all of the distractions of work. And then you have a clear head on Monday and a full belly. William Hanke (32:56)you Yeah, that’s great. Let me know the next time you’re doing that so I can plan my next trip to Central Florida. Brandon (33:15)Anytime, you know, when you’re fishing in the Keys, just, you know, bring some of that dolphin up to my house here in Orlando and we’ll throw it on the grill. William Hanke (33:25)Fair enough, fair enough. All right, one last question. What are you most excited about over the next 12 months? Brandon (33:33)I’m really excited about learning how to sell awnings. I think that’s going to be a fun addition to my business and I want to learn it. William Hanke (33:41)Okay. fantastic. We’ve got a good amount of our clients that are adding on awnings as an exterior option. Brandon (33:51)Yeah, I think they’re great products. I think it’s going to add a substantial amount of revenue to our business. William Hanke (33:58)You’ve got a couple good manufacturers in the Florida area too. Brandon (34:02)Yeah, I’ve been looking. I’ve been looking. William Hanke (34:05)Yeah, very good. Awesome. Well, Brandon, thank you again for being on today. I appreciate your insight. I appreciate a little bit of history about how you got thrown into this and some of your ideas on what you think is going to happen next. Appreciate your time. ⁓ If anybody wants to reach out for other questions, what would be the best way for them to do so? Brandon (34:26)they can email me at my email address. I don’t know if you post it. Brandon@discountMikeblinds.net William Hanke (34:34)Perfect. We’ll put that in the show notes, of course, below if anybody wants to reach out and ask you some other questions specifically about your brisket ⁓ or the ribs recipe. Brandon (34:43)Yeah, shoot me an email. I’d love to tell you how I do it. William Hanke (34:48)Yeah. Well, thanks again. I appreciate it. Brandon (34:52)Thank you. Will William Hanke (34:53)So that wraps up today’s episode of Marketing Panes. Big thanks to Brandon Moss for sharing his perspective on leading a legacy business, adapting to market changes and staying grounded while evolving. If you found this conversation helpful, share it with another business owner in the industry and be sure to follow Marketing Panes for more real conversations like this one. Thanks for listening. We’ll see you in the next episode. TRANSCRIPT William Hanke (00:01)Welcome to another episode of Marketing Panes. Today’s conversation is part of our quarterly series where we step back and talk about what’s happening right now in the window treatment industry, what’s changing and what business owners should be paying attention to this quarter. My name is Will Hanke and today I’m joined with Brandon Moss, CEO of a nearly 50 year old window treatment business. Brandon represents the next generation of leadership. balancing longstanding values with realities of today’s homeowners and modern marketing. In this episode, we’ll dig into how legacy businesses adapt, what Brandon is seeing in the market right now, and the lessons other owners can take into the rest of this year. Brandon, thank you for being on today. Brandon (00:51)Hey, Will good to see you, you handsome little fellow, you. William Hanke (00:54)I appreciate that. ⁓ Fantastic having you on. I always enjoy our conversations. Tell me what it was like stepping into a leadership role in a business that your father built. Brandon (00:59)Yes. So a little about my background for the listeners. My wife and I own a manufacturing company. We are in the dairy manufacturing and we manufacture ice cream. I’m not really at liberty to tell you the companies that we sell to, but they’re very large. There’s a lot of quality control and safety issues that go into that. I expect the manufacturers of window treatments to follow those same quality issues. about five years ago, my father had suddenly passed away. He started this blinds company in 1979. I grew up in it. I was literally playing in the basement on Graber G71 tracks. These were my toys. William Hanke (01:31)you you Brandon (01:48)My brother and I built forts with them and I would install on Saturdays. When I went off to college, my father bought me a pickup truck, a toolbox and said, while you’re studying, sell blinds. And that’s what I did. ⁓ At some point after college, I went back down to South Florida, worked with my father and his store for a little bit and decided, you know what? William Hanke (02:04)nice. Brandon (02:13)I don’t want to do this. Let me get out of this business. I came back to central Florida and my wife and I built this factory that makes ice cream. So when my father had passed away, we were closing things up, tying up loose ends and I just fit into it like an old sock, an old glove. It felt comfortable. And my wife took over the ice cream business and I’m rebuilding and relearning this window treatment industry. William Hanke (02:40)Nice, nice. So it was always there, but kind of out of mind, I guess. And now. Brandon (02:46)Yeah, I left the industry just as there was consolidation from regional fabricators. And the major brands like Hunter Douglas and Graber were taking over fabrication at their own factories or overseas or, you know, over the borders, whatever they’re doing now. William Hanke (03:04)Yeah. What part of the the business that you’re now that you’ve been thrown into maybe voluntarily? What was kind of the hardest part to take ownership on early on? Brandon (03:17)I think the pricing strategy has been a real struggle for me. The name of our company is Blinds and Shutters by Discount Mike. And I think that worked in the late 70s and 80s, maybe even going into the 90s. But I think now, unless you want to do high volume on low margin products, there’s not a lot of money in discounting. I think the consumer is not educated on what a window treatment is, what the product is, what the difference is between a premium brand or an off brand. I argue that 90 % of my customers don’t know the difference between Graber, Hunter Douglas, or ABC Blind Regional Manufacturer. And it means nothing to them. You have to demonstrate it to them. I think… William Hanke (03:59)Right. Brandon (04:06)You know, I was going off of some advice from some of my father’s old friends and people in the industry. And we had set some pretty high margins. We were losing sales, then we lowered it. And we’re trying to find a happy medium between, you know, 48 % and 60 % for every job, which is difficult sometimes. And you have to walk away. But I’d rather do quality jobs than a whole lot of little junk. I also personally don’t want to repair things. William Hanke (04:30)Yeah, that’s great. Right. Yeah. I’d say probably 85 90 % of our clients don’t compete on price. We do have some that that is what they stand on is that will beat all the competition. But for the most part they are clients don’t want to compete on price. Brandon (04:51)Yeah, you’d rather do quality. I agree with that. I think another big challenge that I had was, ⁓ William Hanke (04:56)Yeah. Brandon (05:02)and I didn’t realize this, but it became abundantly clear to me that there’s only so many fabric manufacturers on the planet and everybody basically has the same. the larger manufacturers, I believe they’re all dropping the ball. I really do. I think the I’ve come across a couple of regional manufacturers here in Florida that are doing a really great job. They’re providing good customer service. They’re available to answer questions. The challenge is they use different components. And what happens if they disappear? What happens if they have bad management with their money and they go bankrupt? Their lifetime warranty isn’t worth anything. William Hanke (05:45)Right. Yeah, definitely makes sense. think along those lines, your dad started this in 1979, you said. What were some of the biggest things like pricing and like finding different manufacturers? What were some of the things that you found you needed to modernize along the way? Brandon (06:03)So my father was paper and pencil, know, carbon copy invoices went to a customer’s house and had the book, opened it up and sat on their table and went line by line. know, seeing that my father was in business for, you know, 15, 20 years just in central Florida where I am, I’m coming across repeat customers. They call, I go to their house. We sit down at the kitchen table and they tell me about the conversations they had with my father. your father said this and he did that. My father was very, very entertaining. ⁓ William Hanke (06:35)Okay. Brandon (06:41)My father made friends and joined that sit down. Trust was developed because we’re selling. Trust me, I’m going to take your deposit and I’m actually going to return. William Hanke (06:51)Right. Brandon (06:52)Join that period. There’s trust. So there’s something to be said about the old charts where you open up the binder and you find the fabric and you come down and you pick it out and then you add the options to it and have your little calculator and add it all up because that’s the time period where you’re developing the trust. So now that I’ve switched to using the tablet and I’m using ⁓ software that has the pricing built in, I’m losing that. that natural period to have a face-to-face, eye-to-eye conversation with somebody. So I’m finding myself having to stop and find, I love your dog, your dog is cute, and connect with the client to build that trust. William Hanke (07:36)Yeah, yeah, I can see that everything’s a lot faster and more automated, more optimized, but at the same time, you’re missing a piece. Brandon (07:40)Bye. Right. Yeah. I think the technology is fantastic. I embrace it. I’m looking forward to the next wave of technology. I think the consumer is changing. The baby boomers are slowly becoming a consumer that they’re done renovating their homes. at the tail end of their lives. Fixed incomes, they don’t want to spend the money. Generation X, where you and I come from. William Hanke (07:48)Yeah. Brandon (08:14)We’re now starting to think about retirement and where we’re spending money, but you have the millennials and the newer generations that were built on do it yourself, learn how to do it. And they’re going onto Amazon and they’re finding a shade for $150. And they, when you say the same size windows, 400, 500, 600, they don’t want to buy. William Hanke (08:37)Yeah. Definitely makes sense the different markets or segments out there. then trying to, again, trying to build trust with all of them, but definitely in different ways. Brandon (08:42)Correct. Yeah, you have to bring a value. If somebody is calling you to do an estimate and it’s just a discovery, you’re not going to walk away with the sale unless they’re an impulse buyer. If they’re cautious about their budget and they really want to know, it doesn’t matter. You come in there with a $5,000 quote, if that’s a thousand or $2,000 too high, they’re going to go and get other quotes. If the other quotes are along the same lines of the same quality, the same warranty, and the same products, apples to apples, your follow-up is going to be the most important. Make sure you get them on the phone. Make sure you’re texting them. Make sure you’re closing the deal as soon as possible. Within three, four, or five days of giving the quote. William Hanke (09:31)Isn’t it interesting how that’s always like in sales related calls or training that that’s always something people talk about as the follow up and yet it’s the most ignored piece of a sales relationship. Brandon (09:46)Yeah, sometimes it’s really hard to do. You leave a customer’s house. This just actually happened this morning. I spent three, four hours at this house. This is a $2 million home in a very prestigious area in central Florida. The quote was only $14,000. It was very reasonable for some motorized cell shades. I thought that I was walking out of there. I discounted it heavily. It was going to be my last sale of 2025. It was before the new year. It was like December 29, something like that. And they said, you know, thank you very much. So I sent them a text this morning and immediately she said, can I call you? And we had a whole conversation. She removed 25 % of the shades to lower the bid, but I collected a deposit today. So you just never know. William Hanke (10:33)Congrats, that’s great. Yeah, just from a text message. That’s awesome. That’s awesome. That’s great. So as a disclaimer for the listeners, Brandon is a client of ours, and you’ve been a client of ours for maybe a year and a half now, I believe. Yeah. So I wanted to ask you about marketing, but I didn’t want to set this up. Brandon (10:37)That’s it, just the text message. Yeah. God, it feels like an eternity. I feel like you’re my best friend. William Hanke (11:00)From a marketing standpoint, what is really driving growth for you right now? Brandon (11:04)I would honestly, I don’t want to blow smoke up your skirt, but yeah, mean, a good portion of it is the SEO work that you guys have been putting in a really good portion of it. I was really surprised. I understand the power of SEO. I know how difficult it is to do and maintain and you have to have a good foundation for it, which is why I decided to hire you. I just didn’t want to do it on my own. I don’t have the time to learn it. Running two complicated businesses is not easy. then, you know, doing the SEO. I stick with there’s only one company that I’m doing print ads with. I also buy a mailing list of people that closed on houses and every Friday we mail out postcards. But other than that, that’s all the marketing we do. William Hanke (11:54)Okay. What, what are those postcards say? Welcome to the neighborhood. Here’s 10 % off. Brandon (11:59)⁓ Free paper shades, ⁓ congratulations on your new home, and standard stuff, yeah. William Hanke (12:09)Okay, okay. ⁓ Do you know if Florida homeowners are asking different questions today than they were maybe a few years ago? Brandon (12:17)You know what’s really frustrating to me? Florida homeowners or Florida builders, they are building sliding glass doors larger and larger, and the manufacturers are not keeping up with single roller shades or sizes that can cover those sliding glass doors. William Hanke (12:39)Interesting, okay. Brandon (12:40)Yeah, I mean, here in Florida, the clientele, have homes on the lakes. They have beautiful views. They want to see their views. They want to cover those windows up to stop the heat from coming in. But the roller shades, even the verticals, they max out at 144 inches. We’re seeing large sliders at 160 inches, 180 inches, spanning the whole width of these 3,000, 4,000 square foot homes. it’s getting harder and harder to convince people to have a scene. So yeah, so the first thing that people usually ask is, what do I do about this giant door? My solution is to tell them to paint it. William Hanke (13:14)Interesting. You okay, that’ll work. Brandon (13:28)Yeah. Let’s see. Again, I left the business and came back. I was in the business, it was wood blinds and faux wood blinds day in and day out. Now it’s roller and solar day in and day out. know, wood blinds are stuff that they had in the apartments. When I was selling and everybody wanted to get rid of their mini blinds, which is what were in the apartments or in the homes in the 80s. Here in Florida, people want plantation shutters. They don’t want to spend the money. think the marketplace is saturated with so many different types of quality and what do they call them? Trunk slammers that they give it to them close to nothing and those are driving the prices down and it’s becoming harder and harder to compete. But those people don’t last long. They eventually go out of business. William Hanke (14:23)All Yeah, yeah, not unusual for that to happen. I know it specifically in Florida. You mentioned the rollers. Are you doing a lot of exterior lanias, patios and porches? We might call them here in the Midwest. Brandon (14:40)I just started learning how to do that. I’m adding that’s a new business for me. I’m learning the brands. I’m learning how to sell it. I have found the market is really saturated. My first day out, so to speak, on a sales appointment, I was up in the villages. was selling a, the villages is a giant sprawling retirement area. It encompasses four counties in Florida. It’s giant. Thousands and thousands of homes. A lot of people are putting these screens on their garage, these retractable screens. These were previous customers of mine. They called me back. They had three other quotes from three other companies. All three of them were selling them basically the same product for the cost I was buying it at. William Hanke (15:33)⁓ wow. Brandon (15:36)And that made me do a little research on what’s going on and it’s just a very saturated market. William Hanke (15:45)Yeah. Yeah. So is, is there anything you’re doing around the pricing side of things to help with it? Brandon (15:50)Well, I found another manufacturer. Yeah, William Hanke (15:54)Okay. Brandon (15:55)I found a local regional manufacturer that instead of a national manufacturer that was able to save some costs. But yeah, there are people giving it away. William Hanke (16:05)All right. So that’s a, that’s a good point to, find somebody local. Maybe you’re not paying for the delivery costs, the shipping to land it, that, that type of thing. Got it. Got it. Brandon (16:14)Correct. Correct. William Hanke (16:17)Is there anything that, that you’ve stopped doing because it just doesn’t work anymore? Brandon (16:22)Anything that I stopped doing, that’s interesting. I think I stopped measuring incorrectly because when you measure incorrectly, it costs you a lot of money. No, I’m just kidding. ⁓ I don’t know. I stopped a bunch of advertising because I was just everywhere in all these magazines and it just didn’t make sense. ⁓ William Hanke (16:45)Yeah. Do you think that was a result of your dad? Just a little bit more of the old school. You have to be on the yellow pages and you got to do all these other physical things. Brandon (16:54)Yeah, I may have made a mistake after my dad had passed and I consolidated all of my vendors to basically two. I went with my gut instinct and said, I’m going all in on Graber. I’m Graber Springs industry, everything that they have, I’m learning, I’m going to master. You know, every manufacturer has different thresholds and deductions and motor types and memorizing it all is almost impossible. You can’t have Post-it notes on your tablet to tell you what to do. William Hanke (17:29)Sure. Brandon (17:35)So, so I stopped selling every single brand, which was hard. I think, you know, letting go of Hunter Douglas was, one of the most difficult things for me because I know working with designers, they sometimes want the Hunter Douglas product. And I, I just, I wasn’t going to pay the money for it. My personal experience was my father passed away and we were running around repairing nothing but Hunter Douglas products. It was exhausting. So I decided, you know, it was, you know, just after COVID, there was no sales rep in the area. I think we went through four different sales reps since my father passed away. And I just had enough with it. And the people that they’re hiring as a sales rep for these national companies, you know, my dog knows more than them. William Hanke (18:25)Fair enough. Brandon (18:29)In some cases, I mean, obviously there’s some seasoned reps out there that know a lot, but in my opinion, someone who had to relearn and had a lot of questions, I need to pick up the phone and ask a question right now. My sales rep needs to be available for me and has to have the answers. If they don’t have the answers, they have to be able to call and find the information. And it was very frustrating. I mean, even Graber is the same way. the experts sometimes don’t even have the right answers or customer service contradicts you. And I don’t mean to put anybody down, but there’s so much detail that goes into this. They need to find a better way to organize it so that it’s at our fingertips. William Hanke (19:12)So do you find yourself doing a lot of fact checking? guess just even though you’re getting answers, you almost have to get two answers to make sure, you know, like a second opinion. Brandon (19:20)Absolutely. Absolutely. I would call my rep and, or I would call customer service and then follow up with my rep and then find out what’s going on. Graber just started a couple of months ago, this text to customer service. It’s fantastic. It’s absolutely fantastic because before I would be on hold for 20, 30 minutes waiting for somebody to answer the phone. Now I text within five minutes, they get back to me and And I’ve really enjoyed that service. I it’s one of the best things that Graber has done. So I really commend them. In my manufacturing business, we manufacture food. Let me kind of go off topic here, if that’s okay with you. We manufacture food and we’re highly regulated. So I have a lab in my factory that we take the product off the manufacturing line. We test it for coliforms and bacteria. William Hanke (19:53)that’s great. Okay. Yeah. Brandon (20:16)If it doesn’t pass the safety, goes away. Even the raw materials, everything is tested and verified. Somebody could get sick, somebody could die. The quality is really, really important. ⁓ We have ⁓ temperatures that have to be calibrated to verify and validate that everything is done correctly. So many things. And it’s mind blowing to me that a blinds manufacturer can’t put the correct number of brackets in a box. It’s just mind blowing. mean, if we make a mistake, someone gets sick. If they make a mistake, it’s, I’m sorry. So I feel like those inflated prices that we’re paying from these national manufacturers, our orders are paying for their mistakes. So the smaller dealers, you know, my dad used to always say, make sure you’re making the least 50 % of your money so you can cover any… Mistakes that you may have made I feel like Graber is doing that Hunter Douglas is doing that even Norman’s probably doing that So if a shade cost them, you know 50 bucks They’re charging us a hundred because they know they might have to remake it because of all the mistakes they make That’s my theory. Do I have proof? ⁓ But anyways, so the technology and trying to find information for my manufacturing company William Hanke (21:27)Yeah. Brandon (21:37)I had coded my own program. I had coded an ERP that helps us work in the exact way that we work using AI agents. It took me a year and a half to put that program together, but I did it. And now my company is running smoother because the information is at our fingertips. I’m not promising anything, but I’ve been experimenting with a blinds AI agent. And what’s really kind of neat about it is I can put all of the price charts into an AI agent, provide the AI agent through a coded form of customers’ measurements, and it can spit out a quote. But what it can also do, what I’m hoping it can also do, what I’m leaning towards is messages. So for example, let’s say you put something in at 84 inches wide. or 84 and a quarter inches wide. And the AI agent will be smart enough to know that you are at a price point break on that chart and can give you a warning. And then you could say, okay, I’m an eighth of an inch over. Can I get away? Do they have side panels? Can I save them money by reducing the size of this shade to get the job? Or can I manipulate the price a certain way? The other thing that it should be able to do, let’s say you’re quoting Graber. It should be able to simultaneously suggest fabrics or products that other manufacturers have and give you simultaneous quotes instantly to offer the client other options. William Hanke (23:16)Sure. Yeah. And all that will pop up on your tablet. I mean, conceptually. Yeah. Brandon (23:20)Instantly, instantly, it should take 10 seconds once you tell it to do it. This is important because the customers are getting information while you’re there. You’re measuring their houses, they’re on their tablet looking at Amazon, they’re looking over your shoulders, seeing the measurements. mean, because they’re not engaged in what you’re saying, they’re looking for the best price. So you need to be prepared for that. And I’m hoping that this works. My preliminary tests worked. are working. The AI agent is doing it. It’s literally creating quotes. So what that means is these older software, these older quoting technologies are database driven. You don’t have to be database driven for an AI agent. You take a PDF of the pricing, put it into the AI agent, and it reads it, just as if you would. William Hanke (23:58)Yes. Yeah, yeah, definitely really cool. I love the AI play. I think customers are going to understand, you know, kind of what you’re doing from that standpoint. ⁓ It probably works to your detriment when it comes to back to what you said earlier about not spending a ton of time with them when it comes to the pricing piece, because you can because things are a lot more instant. ⁓ But that’s the way it’s going. You know, like it or not, right? Brandon (24:29)Right. Yeah, the more, the faster you can measure, the more accurate you can measure. I know I’ve been looking into some Bluetooth solutions and things like that. I’m not quite comfortable with it yet, but I’d like to learn more and see how they work. getting accurate ⁓ laser measurements faster and quicker provides more time to spend time to have a conversation with your client. I think William Hanke (25:04)Yep. Yeah, definitely makes sense. Right. Along the lines of customer expectations, do you see how or how have they shifted when it comes to service, speed, communication? Brandon (25:06)I think that’s the key. Be their friend. Here in Florida, we have lot of retirees. So the response to the technology depends on where they are in their technical life, so to speak. Younger people enjoy text messaging. I don’t think texting and emailing is ⁓ the only form of communication. I you need to make a phone call. If they don’t answer, then you text. But it makes life easier, especially when we automate it through like lead boomerang. It’s finding that happy medium of not pissing them off and constantly being, texting them, hey, are you gonna buy it? Are gonna buy it? Are you gonna buy? ⁓ But sometimes, there’s the old adage, you keep asking until they say no. But you just don’t, you don’t wanna piss somebody off. William Hanke (26:11)Yeah. Yeah. But you also want to stay top of mind, right? Yeah. Brandon (26:14)Correct. Correct. William Hanke (26:17)What advice would you give to other business owners who are trying to kind of meet some of these changing expectations in today’s ⁓ industry? Brandon (26:27)Keep your eye on the ball. Don’t put your faith in one supplier. Make sure you’re spread out and look for the changes. There are a lot of changes happening out there. There’s new product developments. There’s really nice fabrics that are coming to the table, operating systems that are better than the national brands. It’s the national brands don’t mean anything. They really don’t anymore. And it’s unfortunate. William Hanke (26:54)I’m seeing that sentiment on various Facebook groups and things like that, that people are pulling away from them in some obviously more drastically than others. ⁓ But good for the local US-made manufacturers that are out there that now have maybe a little bit more of a chance. Brandon (27:15)If they’re organized, they can compete. My Jedi instinct is saying, Graber is moving in the right direction. My Jedi instinct is saying that they are really trying to fix this. But they’ve got 5,000 people working for them. It’s going to take time. Unfortunately, I’ve got money to make and bills to pay. I have to do what I have to do for my business now. But I’m always… I’m watching the improvements that they’re making. I wish the larger companies didn’t treat the dealer system as if they didn’t need us. Or I wish the dealers in the dealer system understood that they need us to survive. Because without us, they’re not moving any product. William Hanke (27:59)Sure. Right. Do you see any trends over the next 12 months that are going to disrupt a little bit more? Brandon (28:09)I think, without getting political, I think that the world right now feels like we’re not standing on stable ground. And many people are uncertain of the direction that the world is going, which means that they are uncertain on how they’re living their life and the choices that they’re making. So people that were in a spending mode three, four years ago, willing to redecorate or remodel or buy new homes, that might be on pause right now. So I think you just have to pay attention to your community, see what’s happening. Know the builders in the area, know, like Lennar here in Orlando, they sometimes offer blinds, sometimes they don’t. And we all know the builder grade blinds are awful. But you know, you market around that. William Hanke (29:02)you Yeah. Your comment about the people maybe pulling back a little bit. Do you also see that because of COVID, right, there was like this drastic everybody in the world is suddenly remodeling because they have nothing else to do, including me. You know, that was what my wife, hey, why is that wall that color? Right. You know. So are we seeing a downturn because of that also that there’s a lot of people that don’t Need to be in that mode now? Brandon (29:36)I don’t know. I can’t really answer that intelligently because at the beginning of COVID, I wasn’t in this business. So I don’t really know. I know that my father was extremely busy during COVID before he had passed. And I know that we had 20, 30 orders pending to be installed when he did die. And that was 2021. So I was at the tail end of COVID. William Hanke (30:01)Yeah. Brandon (30:02)⁓ So I don’t know what was happening at the beginning of it. I will say that ⁓ I don’t know what happened in the last, I would say three, four months, but we’ve just been skyrocketing in sales. It’s really strange. William Hanke (30:06)Sure, fair enough. That’s great. ⁓ I mean, I guess that could be part of the fact that people are heading that direction, maybe. And it’s more, yeah, it’s more on their mind, right? we need to get this place fixed up. Brandon (30:28)Yeah, hopefully. It could also be that they just want to give me money to get out of their house. Like the sooner I pay this guy, the sooner he leaves. William Hanke (30:38)Ha You will stop asking questions and go away. Brandon (30:44)Apparently you’re not supposed to go into the refrigerator and take a beer while you’re at their house. The trust only goes so far. William Hanke (30:51)Oh, That’s great. So Brandon, thank you for being on today. I appreciate it. I want to just do a couple rapid fire questions to wrap this up and and get you on your way. Is that OK? I know you’ve got an appointment to get to. Brandon (31:03)Okay. That’s fun. William Hanke (31:12)What is one business habit that you would swear by? And obviously, if it’s related to window treatments, that’s great. But if it’s ice cream related, I’m fine with that as well. Brandon (31:21)Always improve your communication. William Hanke (31:25)Okay, always with the cut. Brandon (31:26)Yeah. In other words, with the customer, with the installer, with the people setting the appointments, always improve it. So if I’m finding that my appointments are not in the, you know, communicate, hey, this is what I need or hey installer, you know, read the installer form. This is, this is what’s happening with this shade. William Hanke (31:45)I like that. That’s fantastic. What is the decision that felt risky when you kind of jumped into this, but it’s paid off? Brandon (31:52)lead boomerang, working with you. I was nervous at first, but it has paid off tenfold. William Hanke (31:58)I’m glad your expectations were low. Sounds like that’s fantastic. Yeah, same for my wife. I mean, same kind of situation there as well. Brandon (32:00)Ha ha! I hear you. William Hanke (32:14)What’s what’s one thing that helps you reset clearly outside of work? Brandon (32:18)⁓ I like to smoke meat. I have a offset smoker, which means I actually build the fire myself. I don’t do this pellet nonsense with a computer. This is caveman barbecue. And, you know, it takes me two days. I prepare the meat and then the following day I start a fire and I smoke, you know. William Hanke (32:23)Okay. Brandon (32:43)tons of meat over the course of a weekend, know, Saturday and Sunday, ribs, turkey, brisket, and then, you know, freeze what we don’t. I usually eat it while I’m cooking it. That’s the, you know, the hard part. ⁓ But yeah, I enjoy that. ⁓ you know, it lets some air breathe into all of the distractions of work. And then you have a clear head on Monday and a full belly. William Hanke (32:56)you Yeah, that’s great. Let me know the next time you’re doing that so I can plan my next trip to Central Florida. Brandon (33:15)Anytime, you know, when you’re fishing in the Keys, just, you know, bring some of that dolphin up to my house here in Orlando and we’ll throw it on the grill. William Hanke (33:25)Fair enough, fair enough. All right, one last question. What are you most excited about over the next 12 months? Brandon (33:33)I’m really excited about learning how to sell awnings. I think that’s going to be a fun addition to my business and I want to learn it. William Hanke (33:41)Okay. fantastic. We’ve got a good amount of our clients that are adding on awnings as an exterior option. Brandon (33:51)Yeah, I think they’re great products. I think it’s going to add a substantial amount of revenue to our business. William Hanke (33:58)You’ve got a couple good manufacturers in the Florida area too. Brandon (34:02)Yeah, I’ve been looking. I’ve been looking. William Hanke (34:05)Yeah, very good. Awesome. Well, Brandon, thank you again for being on today. I appreciate your insight. I appreciate a little bit of history about how you got thrown into this and some of your ideas on what you think is going to happen next. Appreciate your time. ⁓ If anybody wants to reach out for other questions, what would be the best way for them to do so? Brandon (34:26)they can email me at my email address. I don’t know if you post it. Brandon@discountMikeblinds.net William Hanke (34:34)Perfect. We’ll put that in the show notes, of course, below if anybody wants to reach out and ask you some other questions specifically about your brisket ⁓ or the ribs recipe. Brandon (34:43)Yeah, shoot me an email. I’d love to tell you how I do it. William Hanke (34:48)Yeah. Well, thanks again. I appreciate it. Brandon (34:52)Thank you. Will William Hanke (34:53)So that wraps up today’s episode of Marketing Panes. Big thanks to Brandon Moss for sharing his perspective on leading a legacy business, adapting to market changes and staying grounded while evolving. If you found this conversation helpful, share it with another business owner in the industry and be sure to follow Marketing Panes for more real conversations like this one. Thanks for listening. We’ll see you in the next episode.

December 9, 2025Episode 5247 min

Skylight Shades for Window Treatment Dealers: Easy Upsells, Solar Technology, and Untapped Revenue with Wayne Feltman

Guest Profile: Wayne Feltman Wayne Feltman is an accomplished sales management professional that has built a long-term career with VELUX Skylights, the world’s leading Skylight and Roof Window Manufacturer. Wayne started his career with VELUX as a territory sales representative and served in this capacity for about 4 years before advancing into a District Sales Management role overseeing the Eastern Great Lakes District for more than 20 years and most recently moved into a Business Development Management role responsible for the growth and development of the company’s Skylight Specialist Program across a 15-state area comprised of the greater Midwest. Prior to VELUX, Wayne grew up working alongside his father in the family’s retail hardware business but also spent some summer months working for his grandfather, a residential homebuilder. Wayne graduated from Ball State University with a Bachelor of Science from the university’s nationally ranked Business Management and Entrepreneurship Program and while in college, had co-founded and operated a Landscape Management Company giving him a combination of academic and a first-hand real-world experience on what it takes to start and run a successful small business. Through some early exposure to skylights, Wayne developed a passion for Skylights and Sun Tunnels due to their unique ability to transform space and bring an abundance of daylight and fresh air into the built environment where people live, work and play. Other Notes/Links: Velux Website: VeluxUSA.comContact: Reach out through the Velux website to connect with your local representative. pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://youtu.be/cmQdFuX4C08 Click here to display Transcript TRANSCRIPT Will Hanke (00:00)Welcome to another episode of Marketing Panes, the podcast where we talk with real window treatment and awning service providers or business owners about their successes and struggles related to marketing their business. I’m your host, Will Hanke. Today we’re exploring a powerful but often overlooked opportunity, Skylight Shades. If you’ve ever thought skylights were just an architectural feature or dismissed shades as a niche product, you’ll want to stick around. My guest today is Wayne Feltman, a seasoned sales management professional with deep expertise in new business development, sales training, and residential construction. With a strong background in roofing materials, skylights, and solar hot water systems, he now leads efforts to expand the reach of Velux, skylights, and sun tunnels. In his current role, Wayne is passionate about empowering entrepreneurial minded individuals and build businesses that transform homes and lives with daylight and fresh air through a franchise like program that delivers turnkey success without the fees. Wayne, thank you so much for being on the show today. Wayne Feltman (01:08)Will, great to be here. Thanks for having us. Will Hanke (01:10)Yeah, I really appreciate it. So Wayne, could you start by giving the listeners a quick introduction and how, tell us how you got started in the industry. Wayne Feltman (01:18)Sure, absolutely. So I probably should start by just saying I’m based out of Indianapolis, Indiana, born and raised. I grew up in a family of entrepreneurs. My dad owned hardware stores. So kind of grew up doing the retail hardware thing. And through that, we interacted with a lot of trades. My grandfather was a builder and spent some summers working with him, kind of being the runner and the clean up guy. that did lead to me getting into landscaping. My brother and I had started and ran a landscaping business for a number of years. I tried that, but ⁓ ultimately I had decided I wanted to go to college to be an architect. Initially went to school to be an architect, quickly found out in early 90s that a lot of those guys were struggling to find jobs. So changed my major. I was going to try to get a minor in business anyway, but ended up switching to going full-time business and entrepreneurship and management. Finished with my business degree. I continued to run the landscape management business part-time with my brother for a bit, but tried a few different things. Just to give you an idea, the diversity of my background was a stockbroker financial advisor for about a year, then got into computer system sales for about two to three years. And I was chasing the almighty dollar like a lot of us do coming out of college and just wasn’t happy, wasn’t enjoying what I was doing. And through some early experiences, with Skylights through my parents who had built or renovated a few homes where we incorporated Skylights. I knew a little bit about Velux and Skylights and saw that they were hiring a territory representative, applied for that position and had to do a pretty hard sales job on that. The hiring manager asked why a stockbroker turned computer sales guy turned landscaper wanted to sell Skylights for a living, but he took a chance on a kid. and hired me on and I was the Indiana Kentucky sales and territory rep for about four years. So that was kind of my ⁓ humble beginnings in terms of how I came to Velux and the rest is history as they say. Will Hanke (03:15)Wow, it’s always interesting to hear people’s backstories about the random things they did that really had nothing to do with where they landed. Love that. Wayne Feltman (03:22)For sure, for sure. But it really was some early exposures though. mean, had it not been, my parents had built a, well, the first exposure really was a lakeside condo, a real narrow kind of three story condo that we had built back in the 80s, early 80s actually. And they incorporated some skylights, vending skylights. And this was just a summer getaway for my parents. We didn’t vacation, that was our vacation, so to speak. Cause when you’re in retail, you’re seven, 24 seven. Will Hanke (03:49)Yeah Wayne Feltman (03:52)But we’d go up there and you know dad would have us go upstairs and open up the skylights to cool the place down because in the summer when we’d head up there be really hot ⁓ So that was my first kind of all-cott exposure at the time. You know, didn’t realize how relevant that would be in my life ⁓ And then several years later, we acquired a log cabin in southern, Indiana That was my grandfather something he had built back in the 60s And my mom wanted to always wanted to add a sunroom off to the back of it. So we hired a contractor And to his credit, he said, once we had this sunroom off the back of this house, we’re going to cut off the vertical windows going into that kitchen and dining area. And it’s going to get really dark. And to his credit, he said, I highly recommend we add some skylights not only over the kitchen area, but into the sunroom. And of course, we were pretty much on board with it because of our previous experience with skylights. But it was with that remodeling project that I really came to understand the value and power of skylights. it totally, and this is a dark log cabin. And it just totally transformed the space. ⁓ And we went on to add skylights to the boathouse, to a gazebo, to a detached garage. I definitely live and breathe it these days, and we practice what we preach. Will Hanke (04:59)Yeah, so you’ve been with the company more than two decades. What’s kept you excited about Skylights all these years? Wayne Feltman (05:05)Yeah, you know, when I first hired on, like I said, I was a territory rep for Indiana and Kentucky and really enjoyed the job, moved up into a district management role for about 20 years. And then here the last few years, I’ve been in a business development role across the greater Midwest. So I went from a state and a half to six states as a district manager to now about 15, 16 states. So with those roles comes a different focus. But really, it’s just the variety of what we do. We interact with every type of trade. So we interact with roofers, builders, architects, remodelers. ⁓ So when you’re doing that variety of interactions, it just never gets boring, quite honestly. And then Velux, the company, I mean, every few years we’re bringing something new to market. It’s a very innovative company, builds quality products. ⁓ So just as you think you got your head around everything that we make and sell, they throw a curveball at us and introduce something new. I think for all those reasons, know, it’s been 26 years, but I’ll be honest, some of my earlier career or jobs, I should say, seem like they were a lot longer than my 26 years at velux despite only being a year or two. Will Hanke (06:20)Yeah. For dealers that are not familiar, what does ventilation and light really mean in practice? Wayne Feltman (06:27)Yeah, no, great question. Actually, it’s fundamental to our company and our founding. So actually the name Velux is the root of two Latin words, V-E for ventilation, LUX, the Latin word for light. And just to give you a quick snapshot of the background of the company, mean, our founder was actually a glazing engineer by training and was given the task of converting attic spaces to classrooms. So this was back in 1941. There was a war going on. We’re based in Denmark. We’re a Northern European company. And they were trying to utilize all the attic space. A lot of buildings were destroyed. But anyway, he was given the task of converting some attic space to classrooms. And at the time, materials were scarce. Resources were scarce. ⁓ And so he came up with an ingenious way of putting a piece of glass ⁓ in the plane of the roof that would pivot and rotate and ventilate ⁓ and daylight the space, make it a functional space. So those are our humble beginnings. But ⁓ we’ve diversified and grown from just that attic room application. Today we have two core products. have some called roof windows, which are generally within reach applications. So think of like you’re here in the States, the most common applications would be the bonus room above a garage where you got the knee wall and the sloped ceilings. That would be a good application for a roof window that you can walk up within reach. Another one would be like story and a half type home where you’re finishing off your attic space and converting that into space, bedrooms or whatnot. Roof windows can meet egress requirements. But the more traditional application here in the States is what we call a skylight. And you take your typical home that’s got 8, 9 foot, 10 foot ceilings today. And you got that skylight up in the ceiling, up at a reach. And so the product category is a little bit different. They’re designed for up at a reach applications in use. But why you would want to skylight? I mean, it really comes down to a couple of things. First, obviously, natural light. You just can’t beat the value of natural light coming into a home. And if you think about it, where we put our artificial lighting, generally it’s on the ceiling through light fixtures. Why would we do vertical or natural light any different? And so there’s significant power and effect of bringing in natural light from overhead to skylights. But then there’s the ventilation aspect of it. It’s very powerful to utilize a skylight for natural ventilation. And it’s a scientific kind of concept called the chimney or stack effect. But the reality is heat rises. So if you open a skylight up high and a window down low, you get this chimney or stack effect or thermal effect. There’s a lot of different names for it. Where that hot air wants to go up and escape through that skylight, you’re bringing in that fresh air through those lower windows. ⁓ In Europe, they call that air conditioning. when mechanical air conditioning came along, we kind of got away from taking advantage of that natural air conditioning effect that skylights can provide. And the good news is now that you know Will Hanke (09:03)you Wayne Feltman (09:15)society’s becoming more sustainable, we’re getting back to it. ⁓ But so the ventilation aspect is another key reason why skylights are, you know, I think particularly valuable in design and construction. And then the last thing is, is, you know, there’s a lot of areas in your home that you just can’t light with vertical windows, interior spaces, hallways, interior rooms, like closets and whatnot, or you’re trying to maintain privacy. ⁓ And so what’s unique about a skylight, obviously, is you’re bringing in that light from overhead. And even in an interior room or hallway, you can pipe light in through the attic space, if you will, through a traditional skylight or an alternative product called a tubular skylight or a sun tunnel skylight, which is a very quick and easy way just to bring in light into an interior space. So that’s my quick one, too. I I hopefully gave your listeners a kind of a. new perspective on the value of skylights. And like I said, it’s not any one. I think it’s a combination of all of the above. Depending on what the design needs are, the space you’re trying to apply the skylights to. Will Hanke (10:06)Yeah. Yeah. Now I know they were big in the seventies and eighties and then they kind of faded for a while. you mentioned that they’re kind of back in style now. What do you think is driving that resurgence? Wayne Feltman (10:25)You know, that’s fair and I hear that a lot. what I’d like to say is, ⁓ well, velux like I we’ve been in the States, actually, we just celebrated 50 years. So we’ve been in the States ⁓ for quite a while. you know, we ride, you know, the economy, obviously, the ups and downs of the economy. But I think it is fair to say that in 70s and the 80s, Skylights were more popular. There were a lot of other vendors, lot of other manufacturers in the game as well. And our sales have grown year to year. We’ve consistently grown as a company. So daylight and fresh air never goes out of style. And I would argue even skylights really have never gone out of style. What’s changed is a lot of the companies that got into the business in the 70s and 80s that quite frankly were building inferior products that were problematic ended up having problems and they got out of the industry. The quality providers that really designed a quality product. For the most part, they’ve been a quieter, they’re still in the game. And I think it’s unfortunate because, and I’m talking about the old plastic, tar down bubbles. You still ask a lot of people today what a skylight is. Their vision of it, especially if they’re older, is the old plastic bubble that you can’t see through, that’s literally tarred down to the roof. And if it started leaking, they just added more tar and then you this ugly bubble on your roof. And I think that did tarnish the industry a little bit. ⁓ Velux, fortunately, has always made a quality product. We’ve always made engineered flashing systems to ensure that they’re watertight. But even our own product wasn’t as forgiving. Meaning if you didn’t do something right, it could come back to bite you and cause problems. And over the years, technology has greatly improved not only our installation processes, but the product itself. ⁓ is it fair to say that it was popular? Well, I think Skylights and the benefits they bring have always been popular. I truly do feel that way. Will Hanke (12:05)that. Wayne Feltman (12:14)It’s just that the risk reward ratio back in the early days, some of these problematic manufacturers caused people to rethink that, I don’t want to go there. Unfortunately, we’ve been clawing our way back to gain the confidence of consumers and builders, architects, and by and large, most of the folks that are designing today’s homes or building today’s homes ⁓ feel more confident about the product than that earlier generation. Will Hanke (12:23)Yeah. That’s awesome. So Wayne, most of the listeners for our show are window treatment dealers and awning dealers. They focus mostly on vertical windows. Why should they also be paying attention to skylight shades? Wayne Feltman (12:52)Yeah, great question, Will. Well, believe it or not, about 10 to 20 % of homes have skylights. Now, it varies depending on where you’re at in the country. But on average, like I said, somewhere in the neighborhood of 10 to 20%, you get into certain areas. It can be as high as 50 % of homes. Florida, my sister lives in Arizona. There’s a lot of skylights down there in Arizona. Here in the Midwest, where I live, Indianapolis, I would say it’s in the neighborhood of about 20%. For your window dealers, when they get into a neighborhood, there’s a good chance that if a neighborhood has skylights, there may be a lot of them. It could be every other home or every home for that matter. ⁓ so if they’re in there doing window treatments and they see that there’s a bunch of skylights and they don’t have some kind of window treatment or shades on them, it’s a great question to ask. Have you ever entertained the idea of adding a shade to your skylights? And quite honestly, Will, it’s been interesting over the years to learn that the average consumer just doesn’t, there’s just not the awareness to know that, ⁓ Velux makes products for their skylights, light control shades and blinds. But also the fact that you can actually just do that. It’s just not intuitive. Being that it’s a sloped piece of glass, you would think it would fall to the interior of the space or hang down and not look very good. But obviously, technology has allowed us to design operable shades that work just fine in a skylight application. And we just need help create more awareness that these shading products exist. and that you can retrofit them into existing skylights. Will Hanke (14:21)love the idea of an easy upsell when you walk into the room. That’s great. What do you think are some of the most common objections or concerns that you would hear from a consumer? Wayne Feltman (14:33)Yeah, well, when it comes to skylights, and like I said, if you got a homeowner that’s had a skylight and they’ve lived in that home for years, especially if it’s a great room application, let’s say, whether you watch TV and whatnot, ⁓ certain times of the day and year, there’s a pretty good chance that the sun is shining through that skylight and to where they wish they could control that light. ⁓ So first is just observing that the home has skylights. Second would be asking a few questions, like are there certain times of day or certain times of year where you would benefit, think you would benefit from having a shade? And I like to start with that because that obviously will probably resonate with most consumers. At some point in time, certain times of the day or certain times of the year, that sunlight’s probably coming in in a way that is making it difficult to see the TV or becomes blinding or whatnot. So I like to start with that. if they’re not really sold on that, I like to change and speak to the energy efficiency side of things. despite the fact and that. Now, that skylight could be quite an old skylight too. And we’ve got product out there that’s 30, 40 years old still. Old clear glass skylights, old bubble type skylights, they’re not very energy efficient. So first thing is they should probably replace the skylight. Let’s start with that. But if it is even one of our newer skylights, there’s significant energy savings that can be had by adding shades. And that’s an argument that applies to any and every skylight out there. Will Hanke (15:51)So Wayne, what is involved in installing a shade in an already installed Velux skylight? Wayne Feltman (15:57)Yeah, great question, Will. So the first thing is we want to identify and verify that it is a Velux Skylight and what model type and size. And the good news is Velux has made this pretty easy. I think we spoke to this a little bit. All of our products from really the early 90s on have a silver tag in the lower left-hand corner. On a venting unit, it can be concealed behind the sash where the sash closes down. But we can help you find the tag. ⁓ But the tag tells us when it was produced, what model and type of Skylight is, what size it is. With that information. You can reach out to Velux or your dealer or if you become a dealer and purchase a shade for that skylight specifically designed for that skylight and the installation process actually is quite easy. So the way our shades ship is that you know, they’re broken down in a box. You would mount a couple clips in the upper right hand corner, upper right and left hand corner, lower right hand corner. So total of four clips. The blind assembly snaps onto the clips up top. You mount a couple rails down both sides. There’s a couple tensioners that hook within those rail assemblies. ⁓ And then you turn it on and configure it to the remote control. ⁓ And the whole process takes about a half hour. The most difficult process or part of the process is access, right? Getting up on a ladder, getting into that, depending on where that skylight’s located, it may or may not be very easy. But the actual installation process, as I said, is pretty simple. ⁓ First time, it’ll maybe take you 45 minutes to an hour. Second one, you’ll get it down to that 45 minutes. That third one will be a half hour or less. Will Hanke (17:26)So Wayne, what’s the difference between performance of light filtering and room darkening skylight shades? Wayne Feltman (17:33)Yeah, in terms of what velux manufacturers, we do have two dominant or two primary shade types. One is a double pleated room darkening shade. And it’s a honeycomb structure that’s got a foil liner on the inside. And that is by far our most energy efficient shade, just to give an idea of the performance values. And it varies based on the size of the window, obviously, because we’re talking about unit performance overall. But the room darkening performance value in terms of U-value improvement is from 24 to 45%. So pretty significant. Now our light filtering shade’s a little bit different. That’s a single pleat translucent material. a fabric material that does let the light pass through. Gives you a nice soft, softens the light coming through. But because it’s not a honeycomb structure, it doesn’t have that foil liner, it’s not as good in terms of energy improvements. And the range on that’s from 9 to 28%. Will Hanke (18:03)Okay. Yeah. Wayne Feltman (18:25)So on the high end, we’re talking about 45 % U-value improvement with the room darkening up to 28 % with the light filtering. So it’s quite a bit of a difference there. Solar heat gain coefficient, that’s the other aspect of this. So U-value is like at night, if you were to close your shade and it’s really cold outside, how much of that insulation value that shade adds. Solar heat gains more that sun, direct sun, and how much heat is coming through that window and through that shade material warming up your space. Will Hanke (18:36)Nice. Wayne Feltman (18:54)And the room darkening, up to a 23 % improvement in terms of solar heat gain coefficient. And then the light filtering, up to 16 % improvement. regardless of which option you go with, there is benefit for sure. But the room darkening definitely has the benefit on the U-value, which is really where you’re going to save some money on your heating and cooling cost. Will Hanke (19:15)I like that. So ⁓ we’ll go ahead and address the elephant in the room that you mentioned earlier on. ⁓ Skylights used to have a reputation for leaks and being hard to control. How has technology changed with that over the years? Wayne Feltman (19:29)Yeah, great question. And earlier I alluded to it. I mean, there were a lot of inferior products sold on the marketplace back in the 70s and 80s. And it’s the old tar down, right? And I’m talking about the plastic bubbles that you would literally put a bead of caulk or roof cement around your opening, slap that thing in it, put more tar on it, and slap the shingles into it, and literally hope it didn’t leak before you got off the roof. And the reality is the sealants weren’t very good back then. On a roof, got dissimilar materials, expansion and contraction. It was just a matter of time, generally speaking, before those kind of products, especially in a cold winter type climate, would start getting you problems. I’m proud to say Velux has always made and engineered what we call a step flashed product. It’s the same way you install a dormer, a chimney on your house. You weave metal step tins in with your shingles. And it’s a dry installation, no tars, cocks or adhesives. and installed properly with vapor barriers, these things are designed to last the life of your roof. And so going back to our founding, we’ve always prided ourselves on making those engineered flashing systems as an integral component to our skylight system. That being said, even ours wasn’t very forgiving if you didn’t step flash it right. If you didn’t apply the underlayment or the vapor barrier, you can get some condensation issues, and it would cause some problems. So believe that, gosh, it’s been almost 16 years now. But back in 2010, we redesigned our product line. And we came out with what we branded the No Leak Skylight. And with that, we designed in some redundant layers of protection so that even those little things that were causing troubles for our own product, we kind of engineered out. So now you get our Deckmount Skylight, for example, comes with an integrated deck seal that seals down to the deck and seals off that rough opening. We provide an adhesive underlayment in the box, which is a vapor barrier, ice and water shield, that wraps the skylight. And then you apply our engineered flashing system. And those three redundant layers of protection, we call it, guarantee a leak-proof installation. In fact, we put a 10-year no-leak warranty on the product. And that’s product and labor. So we wanted to do what we could to bring back confidence in the marketplace. Like said, this was 2010, so going on 15, 16 years ago. And by and large, it’s worked. People now feel confident that we’ve got a long track record now of showing that this product is bulletproof. So that’s kind how we brought confidence back to the marketplace, to answer your question. And like I said, if you ever did have a problem with one of our products, we’ve got a team of people across the country that if you’ve got a problem with the Velux guy, it’s a Velux problem. We’re going to take a look at it, make sure we can figure out what’s going on. Will Hanke (22:05)Awesome. The other big question that would probably come up in my mind is around durability, especially giving their direct exposure to sunlight. How have you guys used technology for that? Wayne Feltman (22:17)Yeah, great question. And this is where there’s been a lot of improvements in the technology as well. And there’s two ways I can tackle this question. One is just speaking to the glass and how glass has evolved over time. So for example, when we first started producing skylights in the United States in the late 70s, early 80s, clear glass was the norm. It was insulated glass, but it was a piece of clear glass over clear glass. 90 % of everything would come through, 90 % of the heat. 90 % of the UV rays, which is ultraviolet rays. And that’s what would cause damage. mean, ultraviolet rays, fades, tables, carpets, chairs, it’s damaging. We were the first company in the industry in 1995 with our second generation product to add low E-glasses standard to our product lineup, which was a very smart decision and really, I think, propelled Velux to become the domestic leader in skylights. And then fast forward to 2010, we moved to the third generation of low-E, what we call low-E 3. And just give you an idea how far it’s come. 99.9 % of the UV rays is blocked out with this glass. And UV rays being the most, all rays, visible light even causes some, I’ll call it damage, if you will. But. When you’re 99.9 % of your UV is blocked out, you’re ensuring that things like your shades that you’re hanging under your skylights have some longevity to them. And then obviously the days of your tables, carpets, chairs, upholstery, and things like that fading from the exposure are gone as well. Will Hanke (23:52)That’s great. So I want to talk a little bit about consumer appeal, home benefits. We can start with solar since we’re kind of already on that track. I know that some of the items that you offer are solar powered, so tell me a little bit more about that. Wayne Feltman (24:05)Yeah, kind of back to the evolution of technology. So just to give you a history, like I we’ve always, at least since we’ve been in the States, had shades available and blinds available for our skylights. The early days, they were manual, meaning you would use, and if they’re up out of reach, which they typically are here in the United States, you’d use a rod and you would reach up and hook a little round hook on the top right-hand corner of your skylight. You would twist it and the shade would go up and down or the Venetian blinds would twist. It worked. But we’re humans, we’re lazy by nature. The idea of having to get up off the couch, go over and grab that rod and hook this thing 10, 12, 15 feet up isn’t something you were gonna do on a regular basis. And the same is true with opening a skylight if you had a venting skylight. So, a few years later we realized, and again, we do a lot of market research that, hey, people are buying shades but they’re not opening and closing them. They’d stay always open or always closed. So we said, we gotta electrify these. And so we came up with electric systems that made these, now you could go to a wall remote ⁓ and it was a low voltage system. So you had wires behind the wall that would go up to that shade or to that venting skylight and you would push a keypad on the wall and it would open and close your shades or open and close your skylight. It was great, worked well. Problem is how do you retrofit that into an existing home where you got to run wires? So there were challenges there. Now new construction, we had pretty high adoption and guys were embracing the technology. But it was really as we were looking into our third generation product, we said, we just got to go all in on solar and solar technology. So I think it was 2008, and I said it was 2010 that our current third generation product came out. But 2008, a couple of years prior, we introduced a solar powered shade. And so the way this works is it’s a completely self-contained shade. So the shade literally mounts on the inside of the skylight. But within that shade assembly is a solar panel and a battery. And the small integrated solar panel charges the integrated battery, and the shade actually works off the battery power. And now it is remote control. So you’ve got a remote control that you can mount anywhere in the room. And it’s a radio frequency remote, so it’s not line of sight. The days of having to point right at it to get it to work are over. So it goes through walls, windows, doors, and whatnot. So you can put that remote pretty much anywhere. And with the touch of a button, now you can operate your shades, which, again, With that kind of convenience, now you’re going to use your shade when you need to use it and be smart about taking advantage of the benefits of that shade. And the same is true with our operation and functionality of our venting skylights now. We have solar powered venting skylights that work on an exact same kind of principle. Completely separate system from the blind solar panel. It’s got its own self-contained solar panel battery system and can work off the same or multiple remote controls. Will Hanke (26:50)Any smart home applications? Wayne Feltman (26:53)Absolutely. our current shades and skylights ship standard with a basic remote. Basic remote pretty much being a stop, up, and down button. And that’s true of the shade and the skylight. Now there is an upgrade you can make. It’s called our touch remote. Now the touch remote allows you to control multiple skylights with a single remote. And it also has some basic programmability. So it has a timer function. So if you had, for example, a venting skylight in your bathroom and you wanted to open it up while you’re showering to let the steam out, you could set the timer for 30 minutes. It’ll open, open for 30 minutes, on, actually close. So that’s kind of step two. Step three then would be we have a gateway that we sell that now allows your shade to connect to the internet. So you download an app and now via your mobile device, you can control your skylight shades or skylight venting skylights, which is pretty cool. And then the ultimate in technology is something we call Velux Active. And this is really where we’re trying to take things. And the idea behind Velux Active is the skylight is now smart. It’s working on behalf of you to improve your indoor climate in a number of respects. So what Velux Active is, is it’s a smart keypad that mounts the wall now that has three sensors built into it, a temperature sensor, a humidity sensor, and a CO2 sensor. And so you’ve got complete control and programmability over your skylight as well as your shade. So you can say, every day at night, I want my shades to close to save on energy cost in the winter months at installation value. You can program it to do that. The bathroom application I was speaking to in terms of eventing skylight, if you had a velux Active system and this keypad mounted in the bathroom, you hop in the shower, start taking a shower as soon as the humidity levels rise in that bathroom. it’ll automatically deploy your skylight, open it, naturally evacuate the humidity, and automatically close once the levels return to normal. So Velux Active is a really cool kind of first step in where this technology is going to go. It’s available today, though, which is neat. Like said, we’ve got a number of these skylights down at our lake house or cabin in southern Indiana. Anywhere in the world, I cannot check the status. So now in the winter, if I want to know if the heat’s working, I just check in on my skylights and make sure that the temperature is where it belongs. But before I Will Hanke (29:09)That’s awesome. Wayne Feltman (29:10)head down in the summer, I can use my phone and open up all my skylights and cool the cabin off 20, 30 degrees before we get down there in a hot summer months. ⁓ So pretty cool technology. Now, if I wanted to, could act with the velux Active. I could let the system just run itself. For example, the sunroom application, when the sunroom heats up, I could have a parameter set where, when I reach this set point, this temperature, I want my skylights to open and cool this place off. And when it cools down, automatically close. Will Hanke (29:19)That’s nice. Wayne Feltman (29:36)Because we’re not there, don’t utilize, when we’re there, we’ll utilize that technology, but when I’m away, we’re more just using it for remote access and control. Will Hanke (29:44)Right, yeah, yeah, very cool. I’ve always loved this part. Wayne Feltman (29:46)But yeah, these are things that the average consumer doesn’t know exist today. like I said, one of the things that changed with COVID for us, and it’s really changed our product program as well, is instead of laying our people off, we decided we were going to start doing virtual consultations. And up until COVID, most of our interactions as reps and as a company were with contractors, roofers, builders, remodelers. And today, generally, it’s the roofer that installs our product. ⁓ And that’s where our interactions kind of were. But with COVID, we said, you know what? We’re going to, on our website, give consumers the opportunity to talk to a guy like me. And if they’ve got an old Skylight they’re messing with, wanting to replace, or if they’re doing a sunroom addition or something, why would you want to add a Skylight to that and have a virtual consultation? And what was interesting is when our reps or a knowledgeable individual that understands all this technology and the benefits of Skylights and the benefits of this technology got involved, that homeowner not only would incorporate a bunch of skylights, but they would incorporate the technology that is available. They would almost always buy the shade. They would almost always go to a venting skylight. Whereas before COVID, they were dealing with a roofer or a contractor that may or may not have had much knowledge of the benefits of adding that shade. And so our shade ratio historically was about 10 to 20%. With COVID, like said, when we were tracking our projects, we were in that 75, 80 % threshold. Will Hanke (31:13)everybody’s home. Wayne Feltman (31:14)Yeah, so we said there’s something to this. So we hired an outside research group called the ⁓ company by the name of Cantar, said, hey, here’s what we’re seeing. Historically, our sales don’t align with this. Could you do some research into this and make sure that we’re not missing something that we think is going on here? And we did. And obviously, the Cantar research came back very much that consumers want shades, in fact, that we’re willing to pay for them. ⁓ And the reality is it was an awareness issue. And sometimes the contractor was maybe a hurdle for us to get past because, you know, what roofer wants to go inside a house and mess with a shade? You know, they generally don’t. so when we kind of had this new found knowledge and understanding that, you know, the majority of consumers actually 90 % is what our research came back with. Not only want to shade, but are willing to pay for it. said, you know what, we need to make this a standard part of our program. So actually this year, April, 2025, we launched what we call the Velux system. Now we’ve always had a system. It was a skylight, a flashing kit, and then optional shades and remote controls and things of that nature. Well, today, our core products are deck mount and curb mount products. And we don’t need to get into all the details and the differences there. But our core product lines now come standard with room darkening shades. Will Hanke (32:26)Okay. Wayne Feltman (32:27)And it was a direct result of that interaction through COVID with consumers. Will Hanke (32:27)Very cool. I love that. So if I’m a window treatment dealer listening today, what’s the first step to add skylight shades to my offerings? Wayne Feltman (32:39)Yeah, so great question. And like I said, your customers see a lot of homes. mean, they’re in a lot of different homes. So the first thing is identify homes that have skylights, right? The second thing is they really need to identify what kind of skylight it is. And we can help with that. And I would encourage anybody that’s listening to this that’s interested in learning more about skylights and how they can make money on this opportunity to contact or reach out to us. And let’s put you in touch with your local Velux representative. We’ve got a rep that covers every state in the country. And what we will do is we’ll come in and do some training. We’ll teach you how to identify the different types of skylights that are out there. The good news is the vast majority of them are Velux skylights. And there’s some unique features that identify it as a Velux. The other thing that’s quite powerful is all Velux skylights, going back to really the early 90s, have an ID tag on them that tells us exactly what model type and size that skylight is. So with that information, if we can teach your dealers to identify that it’s a Velux skylight, get that tag information, then it’s a simple, OK, here’s your blind options that are shade options that are available for that product. And we still support all our back product with shades so that they can retrofit and add shades then to those existing skylights. And there’s a huge base, like said, up until really just the last couple of years. From COVID-4, we really moved the needle on our shade sales. And now today, like I said, our core product is coming standard. Will Hanke (33:54)awesome. Wayne Feltman (34:05)We’ve got a 50 year history where the vast majority of our skylights only about 10, depending where you’re at, 10 to 20 % of our skylights were going out the door with shades on them. So the vast majority of them are what we call naked skylights. And there’s nothing more that we would love than for your audience to say, you know what? That’s an opportunity I want to capitalize on. And I’m going to add some shades to those for these folks. Will Hanke (34:25)Yeah. So another segment of listeners for the show are ⁓ people that do awnings, exterior shading. Do you see this as a good add-on for them as well? Wayne Feltman (34:37)Again, the awareness consumers have of what their options are with skylights is pretty limited, unfortunately. ⁓ Most people, they have a skylight, right? And they don’t know if they got a bubble skylight. They don’t necessarily know that there’s alternatives that are much better. If they’ve got an old Velux skylight, they don’t necessarily know why they might want to replace that skylight or why they might want to add a shade to that skylight for energy improvement reasons and or just light control reasons. I think there is an opportunity, regardless of whether you’re inside the home or exterior, when you see skylights, I think there’s an opportunity there. unfortunately for us, not too many people are dialed into this category and talking about it. So you can do a couple of things, whether you’re an interior window treatment specialist or an exterior awning guy. If you want to get in the game, first thing is reaching out to us and say, You know, I heard this podcast, I think there’s an opportunity here. I’d like to learn a little bit more about it. And what we’ll do is we’ll come in and we’ll do some training and kind of let you know what the opportunities are in terms of, okay, if it’s this kind of skylight, here’s what you need to do with it. If it’s one of ours, here’s what your options are. But in a lot of cases, you might want to even do a partnership, you know, knowledge is power. And if you guys are at the home, have the relationship with the homeowner, part of what I do in my current role is develop a network of skylight specialists across the country. And our skylight specialists, I mean, they make their living literally installing, replacing, and servicing skylights. So there’s an opportunity there, I think, where you could partner, if we have one in the market that one of your customers is working at, to create a partnership and say, hey, I don’t want to get in the business necessarily of replacing skylights. And hey, I’m not a roofer. I’m not comfortable with that. But I am a shade guy, or I’m an exterior awning guy, and I see an opportunity here. And depending on the age of that, you installing the shades is easy, but you might not want to install a shade on a 40-year-old skylight, right? So there might be some synergies that could happen there. ⁓ And by all means, like I said, I’ve brought people into our industry, into our category of skylight specialists. A lot of our specialists had no former industry experience. And it is unique industry in that not everyone’s out talking about it, which that’s a positive in some respects, because it’s a niche then that you can really carve out a market for yourself. Will Hanke (36:51)So I think it all starts with paying attention, right? And just if you see those bubbles when you’re putting on and oning, you know, it’s time to have a chat about those probably. Wayne Feltman (36:54)For sure. Yeah, sure. And like I said, I understand that their core focus is probably awnings or window treatments. this isn’t necessarily going to be for everybody. But for those that are interested, would say reach out to us and let’s talk. Let’s see what we can ⁓ kind of work out. Will Hanke (37:17)Yeah, so Wayne where do you think the skylight and shade market is going in the next two to three years? Wayne Feltman (37:24)Great question. I wish I had that crystal ball. Like I said, I really love our current product program because of the functionality, the solar power, the velux Active with the automation and stuff. ⁓ There’s a lot of other technologies out there. I right now we’re still relying on a fabric pleated or honeycomb style shade. There’s technology out there today. It’s just expensive where you push a button and the glass changes. color. There’s electrochromic, photochromic glass, things of that nature. I don’t know how soon that is on the horizon. A lot of it’s cost. Some of it might be durability and longevity. And I’m not sure, quite honestly, how that, in terms of energy performance, the one benefit of putting a material fabric type shading device is you’re adding another layer to that glass and really improving the energy performance. So from a solar heat gain, could see that technology being really good. From a U-value perspective, I’m not sure it would be as good as what we have today. But I do see a trend towards that probably, as it applies to skylights and even vertical windows. I imagine the folks in your industry are probably even more up to speed on that than I am. ⁓ But the other thing that I do see is that the society is becoming much more energy conscious and much more sustainably focused. We say this at velux a lot, and it’s true. A skylight is the most energy efficient window in the world. And when you hear that, you think, I’ve heard just the opposite. Skylights are energy hogs. They’re energy losers. Well, the reality is you get twice as much light through a skylight as you do a comparably sized vertical window. So if you’ve got a 2 by 4 vertical window, you could put a 2 by 2 skylight, half the size, and get as much light, and I would argue a better quality of light through that skylight than that vertical window. But when you talk about an energy envelope of a building, ⁓ that’s powerful. If you can get twice as much light or as much light but with half the fenestration area. And smart architects, smart builders, as energy codes get more stringent, I think our category and our products are going to become much more relevant. And I think we’re going to see the adoption of skylights and daylighting through the roof only improve. ⁓ in terms of my crystal ball, And the other reality is, our market penetration now is, depending where you’re at, 10 to 20 % of homes. So we’ve got a huge growth trajectory to get to where we want to be, which is 100 % of homes out there having some kind of skylight or tubular day lighting device. Will Hanke (39:52)Yeah, sure. Yeah, definitely. Lots of upside for you. That’s great. Wayne Feltman (39:59)Absolutely, absolutely. And for our partners. I like I said, we’re a manufacturer, and we’re only successful if we got good partners out there helping bring awareness to our category. And that’s our biggest challenge. You need a vertical window. Codes currently require it. You need an entryway door. You don’t necessarily need a skylight. At least people don’t know that they need one. I would argue they do. They just don’t know it. And so over time, I think as we build out our network of installers, our specialists, as our company grows, our advertising and marketing budgets grow. And again, the sustainability argument really bodes well for our product category because it is the most sustainable way to daylight a house. It’s the most energy efficient way of doing it. Will Hanke (40:42)Wayne, I appreciate all the things that you’ve shared today. As we start to wrap up, I wanted to ask, ⁓ do you have a favorite success story where adding Skylight Shades made a big difference for a dealer or a homeowner? Wayne Feltman (40:56)boy. You know, the one thing I love about this job is we get to see some really cool homes and do some really neat things. I’ve been involved with a lot of the HGTV projects over the years and we’re in all the major shows. And what’s really cool is with those projects is, know, we the budgets kind of go out the window and we can load them up with skylights. And I recently did one down in Nashville, Tennessee, where it was the center of a home that a central staircase, tall, narrow, three story type home. And we put a bank of five over five skylights above this three story staircase in the middle of the home. would have been vertical windows could have gone up it, but just wouldn’t have been the same. And they were venting skylights with shades and a touch of a button or a touch of your. your app on your phone, all the skylights would open, all the shades could come down. And when you put a room darkening shade in that application, what’s really cool about it, when you got that many skylights and an application that really needs the daylight, when you bring all those room darkening shades down, you can see what that space kind of would look like without skylights. And then when you open them all, you’re like, wow, what a difference. I’m so glad we added these skylights. And that’s just a one-off. we do lots of probably. We’ve got a system that allows us to do gangs or groupings of skylights. But those are always the most fun because the impact is so dramatic. And when you put the solar powered shades on it, you can operate them all simultaneously. And it’s really dramatic. So it’s not necessarily one project as much as those type of projects that I really like, because it really features the power of what we can do. And then on the flip side, I work with a number of builders that, you know, small master, I’ll call it primary bass. And for whatever reason, they may not have vertical windows because it’s an interior type location. And then I may have a single two by four skylight. And same same thing applies though. Yeah, you know, put a room darkening shade on that. You know, Mr. Mr. Homeowner, especially if it’s in a model home, and it’s an option, which unfortunately, a lot of times builders just want to I don’t want to price myself out of the market. So yeah, I’ll offer skylights, but it’s gonna be an option. And what we do on the sales agent training side is we go in there and we say, OK, here’s how you sell the skylights. You close the shade and say, OK, here’s this room now. Open the shade and say, here it is with the skylight. And then it sells itself. Even with a single skylight, it’s that dramatic. Will Hanke (43:31)Yeah, that’s awesome. Well, thank you. For anybody that’s interested in exploring this opportunity a little further, what’s the best way for them to connect with you or Velux? Wayne Feltman (43:41)Yeah, great question. I would recommend starting with our website. Our domestic website is VeLUXUSA.com and there is a wealth of information out there. And then through that mechanism, through the website, you can reach out to our customer service team. You can email or there’s phone numbers out there as well. But reach out to us and just say, I’m in such and such a state. I’d be interested in connecting with my local Velux representative. Like I said, we do have a representative in just about a just about every state, but every state is definitely covered. And they will welcome your call and look forward to the opportunity to sit down and talk about what the opportunity is to partner with us. And like I said, we can partner in a number of different ways. It really just depends on their level of interest and what they’re trying to achieve. Will Hanke (44:24)Wayne, thank you so much for being on the show. This has been some fantastic insights. Wayne Feltman (44:29)Hey, Will, I appreciate the opportunity to be on and hopefully we’ll hear from some of your customers. Will Hanke (44:34)Awesome. Well, that’s a wrap for today’s episode of Marketing Panes A big thank you to Wayne Feltman for sharing his insights and showing us how Skylight Shades are not just about comfort, but also about creating a new revenue stream for dealers already in the home. If today’s conversation gave you even one new idea, do us a favor, share this episode with another window treatment or awning pro who could benefit. Make sure you’re subscribed to follow us on our social media and YouTube at Window Treatment Marketing Pros so you don’t miss future episodes packed with real world marketing tips and industry insights. And if you want to learn more about adding skylight shades to your business, check out the resources Wayne mentioned and connect with Velux. We’ll have all his info and links in the show notes on our website, WTMarketingPros.com. Thanks for tuning in and we’ll catch you on the next episode of Marketing Panes. TRANSCRIPT Will Hanke (00:00)Welcome to another episode of Marketing Panes, the podcast where we talk with real window treatment and awning service providers or business owners about their successes and struggles related to marketing their business. I’m your host, Will Hanke. Today we’re exploring a powerful but often overlooked opportunity, Skylight Shades. If you’ve ever thought skylights were just an architectural feature or dismissed shades as a niche product, you’ll want to stick around. My guest today is Wayne Feltman, a seasoned sales management professional with deep expertise in new business development, sales training, and residential construction. With a strong background in roofing materials, skylights, and solar hot water systems, he now leads efforts to expand the reach of Velux, skylights, and sun tunnels. In his current role, Wayne is passionate about empowering entrepreneurial minded individuals and build businesses that transform homes and lives with daylight and fresh air through a franchise like program that delivers turnkey success without the fees. Wayne, thank you so much for being on the show today. Wayne Feltman (01:08)Will, great to be here. Thanks for having us. Will Hanke (01:10)Yeah, I really appreciate it. So Wayne, could you start by giving the listeners a quick introduction and how, tell us how you got started in the industry. Wayne Feltman (01:18)Sure, absolutely. So I probably should start by just saying I’m based out of Indianapolis, Indiana, born and raised. I grew up in a family of entrepreneurs. My dad owned hardware stores. So kind of grew up doing the retail hardware thing. And through that, we interacted with a lot of trades. My grandfather was a builder and spent some summers working with him, kind of being the runner and the clean up guy. that did lead to me getting into landscaping. My brother and I had started and ran a landscaping business for a number of years. I tried that, but ⁓ ultimately I had decided I wanted to go to college to be an architect. Initially went to school to be an architect, quickly found out in early 90s that a lot of those guys were struggling to find jobs. So changed my major. I was going to try to get a minor in business anyway, but ended up switching to going full-time business and entrepreneurship and management. Finished with my business degree. I continued to run the landscape management business part-time with my brother for a bit, but tried a few different things. Just to give you an idea, the diversity of my background was a stockbroker financial advisor for about a year, then got into computer system sales for about two to three years. And I was chasing the almighty dollar like a lot of us do coming out of college and just wasn’t happy, wasn’t enjoying what I was doing. And through some early experiences, with Skylights through my parents who had built or renovated a few homes where we incorporated Skylights. I knew a little bit about Velux and Skylights and saw that they were hiring a territory representative, applied for that position and had to do a pretty hard sales job on that. The hiring manager asked why a stockbroker turned computer sales guy turned landscaper wanted to sell Skylights for a living, but he took a chance on a kid. and hired me on and I was the Indiana Kentucky sales and territory rep for about four years. So that was kind of my ⁓ humble beginnings in terms of how I came to Velux and the rest is history as they say. Will Hanke (03:15)Wow, it’s always interesting to hear people’s backstories about the random things they did that really had nothing to do with where they landed. Love that. Wayne Feltman (03:22)For sure, for sure. But it really was some early exposures though. mean, had it not been, my parents had built a, well, the first exposure really was a lakeside condo, a real narrow kind of three story condo that we had built back in the 80s, early 80s actually. And they incorporated some skylights, vending skylights. And this was just a summer getaway for my parents. We didn’t vacation, that was our vacation, so to speak. Cause when you’re in retail, you’re seven, 24 seven. Will Hanke (03:49)Yeah Wayne Feltman (03:52)But we’d go up there and you know dad would have us go upstairs and open up the skylights to cool the place down because in the summer when we’d head up there be really hot ⁓ So that was my first kind of all-cott exposure at the time. You know, didn’t realize how relevant that would be in my life ⁓ And then several years later, we acquired a log cabin in southern, Indiana That was my grandfather something he had built back in the 60s And my mom wanted to always wanted to add a sunroom off to the back of it. So we hired a contractor And to his credit, he said, once we had this sunroom off the back of this house, we’re going to cut off the vertical windows going into that kitchen and dining area. And it’s going to get really dark. And to his credit, he said, I highly recommend we add some skylights not only over the kitchen area, but into the sunroom. And of course, we were pretty much on board with it because of our previous experience with skylights. But it was with that remodeling project that I really came to understand the value and power of skylights. it totally, and this is a dark log cabin. And it just totally transformed the space. ⁓ And we went on to add skylights to the boathouse, to a gazebo, to a detached garage. I definitely live and breathe it these days, and we practice what we preach. Will Hanke (04:59)Yeah, so you’ve been with the company more than two decades. What’s kept you excited about Skylights all these years? Wayne Feltman (05:05)Yeah, you know, when I first hired on, like I said, I was a territory rep for Indiana and Kentucky and really enjoyed the job, moved up into a district management role for about 20 years. And then here the last few years, I’ve been in a business development role across the greater Midwest. So I went from a state and a half to six states as a district manager to now about 15, 16 states. So with those roles comes a different focus. But really, it’s just the variety of what we do. We interact with every type of trade. So we interact with roofers, builders, architects, remodelers. ⁓ So when you’re doing that variety of interactions, it just never gets boring, quite honestly. And then Velux, the company, I mean, every few years we’re bringing something new to market. It’s a very innovative company, builds quality products. ⁓ So just as you think you got your head around everything that we make and sell, they throw a curveball at us and introduce something new. I think for all those reasons, know, it’s been 26 years, but I’ll be honest, some of my earlier career or jobs, I should say, seem like they were a lot longer than my 26 years at velux despite only being a year or two. Will Hanke (06:20)Yeah. For dealers that are not familiar, what does ventilation and light really mean in practice? Wayne Feltman (06:27)Yeah, no, great question. Actually, it’s fundamental to our company and our founding. So actually the name Velux is the root of two Latin words, V-E for ventilation, LUX, the Latin word for light. And just to give you a quick snapshot of the background of the company, mean, our founder was actually a glazing engineer by training and was given the task of converting attic spaces to classrooms. So this was back in 1941. There was a war going on. We’re based in Denmark. We’re a Northern European company. And they were trying to utilize all the attic space. A lot of buildings were destroyed. But anyway, he was given the task of converting some attic space to classrooms. And at the time, materials were scarce. Resources were scarce. ⁓ And so he came up with an ingenious way of putting a piece of glass ⁓ in the plane of the roof that would pivot and rotate and ventilate ⁓ and daylight the space, make it a functional space. So those are our humble beginnings. But ⁓ we’ve diversified and grown from just that attic room application. Today we have two core products. have some called roof windows, which are generally within reach applications. So think of like you’re here in the States, the most common applications would be the bonus room above a garage where you got the knee wall and the sloped ceilings. That would be a good application for a roof window that you can walk up within reach. Another one would be like story and a half type home where you’re finishing off your attic space and converting that into space, bedrooms or whatnot. Roof windows can meet egress requirements. But the more traditional application here in the States is what we call a skylight. And you take your typical home that’s got 8, 9 foot, 10 foot ceilings today. And you got that skylight up in the ceiling, up at a reach. And so the product category is a little bit different. They’re designed for up at a reach applications in use. But why you would want to skylight? I mean, it really comes down to a couple of things. First, obviously, natural light. You just can’t beat the value of natural light coming into a home. And if you think about it, where we put our artificial lighting, generally it’s on the ceiling through light fixtures. Why would we do vertical or natural light any different? And so there’s significant power and effect of bringing in natural light from overhead to skylights. But then there’s the ventilation aspect of it. It’s very powerful to utilize a skylight for natural ventilation. And it’s a scientific kind of concept called the chimney or stack effect. But the reality is heat rises. So if you open a skylight up high and a window down low, you get this chimney or stack effect or thermal effect. There’s a lot of different names for it. Where that hot air wants to go up and escape through that skylight, you’re bringing in that fresh air through those lower windows. ⁓ In Europe, they call that air conditioning. when mechanical air conditioning came along, we kind of got away from taking advantage of that natural air conditioning effect that skylights can provide. And the good news is now that you know Will Hanke (09:03)you Wayne Feltman (09:15)society’s becoming more sustainable, we’re getting back to it. ⁓ But so the ventilation aspect is another key reason why skylights are, you know, I think particularly valuable in design and construction. And then the last thing is, is, you know, there’s a lot of areas in your home that you just can’t light with vertical windows, interior spaces, hallways, interior rooms, like closets and whatnot, or you’re trying to maintain privacy. ⁓ And so what’s unique about a skylight, obviously, is you’re bringing in that light from overhead. And even in an interior room or hallway, you can pipe light in through the attic space, if you will, through a traditional skylight or an alternative product called a tubular skylight or a sun tunnel skylight, which is a very quick and easy way just to bring in light into an interior space. So that’s my quick one, too. I I hopefully gave your listeners a kind of a. new perspective on the value of skylights. And like I said, it’s not any one. I think it’s a combination of all of the above. Depending on what the design needs are, the space you’re trying to apply the skylights to. Will Hanke (10:06)Yeah. Yeah. Now I know they were big in the seventies and eighties and then they kind of faded for a while. you mentioned that they’re kind of back in style now. What do you think is driving that resurgence? Wayne Feltman (10:25)You know, that’s fair and I hear that a lot. what I’d like to say is, ⁓ well, velux like I we’ve been in the States, actually, we just celebrated 50 years. So we’ve been in the States ⁓ for quite a while. you know, we ride, you know, the economy, obviously, the ups and downs of the economy. But I think it is fair to say that in 70s and the 80s, Skylights were more popular. There were a lot of other vendors, lot of other manufacturers in the game as well. And our sales have grown year to year. We’ve consistently grown as a company. So daylight and fresh air never goes out of style. And I would argue even skylights really have never gone out of style. What’s changed is a lot of the companies that got into the business in the 70s and 80s that quite frankly were building inferior products that were problematic ended up having problems and they got out of the industry. The quality providers that really designed a quality product. For the most part, they’ve been a quieter, they’re still in the game. And I think it’s unfortunate because, and I’m talking about the old plastic, tar down bubbles. You still ask a lot of people today what a skylight is. Their vision of it, especially if they’re older, is the old plastic bubble that you can’t see through, that’s literally tarred down to the roof. And if it started leaking, they just added more tar and then you this ugly bubble on your roof. And I think that did tarnish the industry a little bit. ⁓ Velux, fortunately, has always made a quality product. We’ve always made engineered flashing systems to ensure that they’re watertight. But even our own product wasn’t as forgiving. Meaning if you didn’t do something right, it could come back to bite you and cause problems. And over the years, technology has greatly improved not only our installation processes, but the product itself. ⁓ is it fair to say that it was popular? Well, I think Skylights and the benefits they bring have always been popular. I truly do feel that way. Will Hanke (12:05)that. Wayne Feltman (12:14)It’s just that the risk reward ratio back in the early days, some of these problematic manufacturers caused people to rethink that, I don’t want to go there. Unfortunately, we’ve been clawing our way back to gain the confidence of consumers and builders, architects, and by and large, most of the folks that are designing today’s homes or building today’s homes ⁓ feel more confident about the product than that earlier generation. Will Hanke (12:23)Yeah. That’s awesome. So Wayne, most of the listeners for our show are window treatment dealers and awning dealers. They focus mostly on vertical windows. Why should they also be paying attention to skylight shades? Wayne Feltman (12:52)Yeah, great question, Will. Well, believe it or not, about 10 to 20 % of homes have skylights. Now, it varies depending on where you’re at in the country. But on average, like I said, somewhere in the neighborhood of 10 to 20%, you get into certain areas. It can be as high as 50 % of homes. Florida, my sister lives in Arizona. There’s a lot of skylights down there in Arizona. Here in the Midwest, where I live, Indianapolis, I would say it’s in the neighborhood of about 20%. For your window dealers, when they get into a neighborhood, there’s a good chance that if a neighborhood has skylights, there may be a lot of them. It could be every other home or every home for that matter. ⁓ so if they’re in there doing window treatments and they see that there’s a bunch of skylights and they don’t have some kind of window treatment or shades on them, it’s a great question to ask. Have you ever entertained the idea of adding a shade to your skylights? And quite honestly, Will, it’s been interesting over the years to learn that the average consumer just doesn’t, there’s just not the awareness to know that, ⁓ Velux makes products for their skylights, light control shades and blinds. But also the fact that you can actually just do that. It’s just not intuitive. Being that it’s a sloped piece of glass, you would think it would fall to the interior of the space or hang down and not look very good. But obviously, technology has allowed us to design operable shades that work just fine in a skylight application. And we just need help create more awareness that these shading products exist. and that you can retrofit them into existing skylights. Will Hanke (14:21)love the idea of an easy upsell when you walk into the room. That’s great. What do you think are some of the most common objections or concerns that you would hear from a consumer? Wayne Feltman (14:33)Yeah, well, when it comes to skylights, and like I said, if you got a homeowner that’s had a skylight and they’ve lived in that home for years, especially if it’s a great room application, let’s say, whether you watch TV and whatnot, ⁓ certain times of the day and year, there’s a pretty good chance that the sun is shining through that skylight and to where they wish they could control that light. ⁓ So first is just observing that the home has skylights. Second would be asking a few questions, like are there certain times of day or certain times of year where you would benefit, think you would benefit from having a shade? And I like to start with that because that obviously will probably resonate with most consumers. At some point in time, certain times of the day or certain times of the year, that sunlight’s probably coming in in a way that is making it difficult to see the TV or becomes blinding or whatnot. So I like to start with that. if they’re not really sold on that, I like to change and speak to the energy efficiency side of things. despite the fact and that. Now, that skylight could be quite an old skylight too. And we’ve got product out there that’s 30, 40 years old still. Old clear glass skylights, old bubble type skylights, they’re not very energy efficient. So first thing is they should probably replace the skylight. Let’s start with that. But if it is even one of our newer skylights, there’s significant energy savings that can be had by adding shades. And that’s an argument that applies to any and every skylight out there. Will Hanke (15:51)So Wayne, what is involved in installing a shade in an already installed Velux skylight? Wayne Feltman (15:57)Yeah, great question, Will. So the first thing is we want to identify and verify that it is a Velux Skylight and what model type and size. And the good news is Velux has made this pretty easy. I think we spoke to this a little bit. All of our products from really the early 90s on have a silver tag in the lower left-hand corner. On a venting unit, it can be concealed behind the sash where the sash closes down. But we can help you find the tag. ⁓ But the tag tells us when it was produced, what model and type of Skylight is, what size it is. With that information. You can reach out to Velux or your dealer or if you become a dealer and purchase a shade for that skylight specifically designed for that skylight and the installation process actually is quite easy. So the way our shades ship is that you know, they’re broken down in a box. You would mount a couple clips in the upper right hand corner, upper right and left hand corner, lower right hand corner. So total of four clips. The blind assembly snaps onto the clips up top. You mount a couple rails down both sides. There’s a couple tensioners that hook within those rail assemblies. ⁓ And then you turn it on and configure it to the remote control. ⁓ And the whole process takes about a half hour. The most difficult process or part of the process is access, right? Getting up on a ladder, getting into that, depending on where that skylight’s located, it may or may not be very easy. But the actual installation process, as I said, is pretty simple. ⁓ First time, it’ll maybe take you 45 minutes to an hour. Second one, you’ll get it down to that 45 minutes. That third one will be a half hour or less. Will Hanke (17:26)So Wayne, what’s the difference between performance of light filtering and room darkening skylight shades? Wayne Feltman (17:33)Yeah, in terms of what velux manufacturers, we do have two dominant or two primary shade types. One is a double pleated room darkening shade. And it’s a honeycomb structure that’s got a foil liner on the inside. And that is by far our most energy efficient shade, just to give an idea of the performance values. And it varies based on the size of the window, obviously, because we’re talking about unit performance overall. But the room darkening performance value in terms of U-value improvement is from 24 to 45%. So pretty significant. Now our light filtering shade’s a little bit different. That’s a single pleat translucent material. a fabric material that does let the light pass through. Gives you a nice soft, softens the light coming through. But because it’s not a honeycomb structure, it doesn’t have that foil liner, it’s not as good in terms of energy improvements. And the range on that’s from 9 to 28%. Will Hanke (18:03)Okay. Yeah. Wayne Feltman (18:25)So on the high end, we’re talking about 45 % U-value improvement with the room darkening up to 28 % with the light filtering. So it’s quite a bit of a difference there. Solar heat gain coefficient, that’s the other aspect of this. So U-value is like at night, if you were to close your shade and it’s really cold outside, how much of that insulation value that shade adds. Solar heat gains more that sun, direct sun, and how much heat is coming through that window and through that shade material warming up your space. Will Hanke (18:36)Nice. Wayne Feltman (18:54)And the room darkening, up to a 23 % improvement in terms of solar heat gain coefficient. And then the light filtering, up to 16 % improvement. regardless of which option you go with, there is benefit for sure. But the room darkening definitely has the benefit on the U-value, which is really where you’re going to save some money on your heating and cooling cost. Will Hanke (19:15)I like that. So ⁓ we’ll go ahead and address the elephant in the room that you mentioned earlier on. ⁓ Skylights used to have a reputation for leaks and being hard to control. How has technology changed with that over the years? Wayne Feltman (19:29)Yeah, great question. And earlier I alluded to it. I mean, there were a lot of inferior products sold on the marketplace back in the 70s and 80s. And it’s the old tar down, right? And I’m talking about the plastic bubbles that you would literally put a bead of caulk or roof cement around your opening, slap that thing in it, put more tar on it, and slap the shingles into it, and literally hope it didn’t leak before you got off the roof. And the reality is the sealants weren’t very good back then. On a roof, got dissimilar materials, expansion and contraction. It was just a matter of time, generally speaking, before those kind of products, especially in a cold winter type climate, would start getting you problems. I’m proud to say Velux has always made and engineered what we call a step flashed product. It’s the same way you install a dormer, a chimney on your house. You weave metal step tins in with your shingles. And it’s a dry installation, no tars, cocks or adhesives. and installed properly with vapor barriers, these things are designed to last the life of your roof. And so going back to our founding, we’ve always prided ourselves on making those engineered flashing systems as an integral component to our skylight system. That being said, even ours wasn’t very forgiving if you didn’t step flash it right. If you didn’t apply the underlayment or the vapor barrier, you can get some condensation issues, and it would cause some problems. So believe that, gosh, it’s been almost 16 years now. But back in 2010, we redesigned our product line. And we came out with what we branded the No Leak Skylight. And with that, we designed in some redundant layers of protection so that even those little things that were causing troubles for our own product, we kind of engineered out. So now you get our Deckmount Skylight, for example, comes with an integrated deck seal that seals down to the deck and seals off that rough opening. We provide an adhesive underlayment in the box, which is a vapor barrier, ice and water shield, that wraps the skylight. And then you apply our engineered flashing system. And those three redundant layers of protection, we call it, guarantee a leak-proof installation. In fact, we put a 10-year no-leak warranty on the product. And that’s product and labor. So we wanted to do what we could to bring back confidence in the marketplace. Like said, this was 2010, so going on 15, 16 years ago. And by and large, it’s worked. People now feel confident that we’ve got a long track record now of showing that this product is bulletproof. So that’s kind how we brought confidence back to the marketplace, to answer your question. And like I said, if you ever did have a problem with one of our products, we’ve got a team of people across the country that if you’ve got a problem with the Velux guy, it’s a Velux problem. We’re going to take a look at it, make sure we can figure out what’s going on. Will Hanke (22:05)Awesome. The other big question that would probably come up in my mind is around durability, especially giving their direct exposure to sunlight. How have you guys used technology for that? Wayne Feltman (22:17)Yeah, great question. And this is where there’s been a lot of improvements in the technology as well. And there’s two ways I can tackle this question. One is just speaking to the glass and how glass has evolved over time. So for example, when we first started producing skylights in the United States in the late 70s, early 80s, clear glass was the norm. It was insulated glass, but it was a piece of clear glass over clear glass. 90 % of everything would come through, 90 % of the heat. 90 % of the UV rays, which is ultraviolet rays. And that’s what would cause damage. mean, ultraviolet rays, fades, tables, carpets, chairs, it’s damaging. We were the first company in the industry in 1995 with our second generation product to add low E-glasses standard to our product lineup, which was a very smart decision and really, I think, propelled Velux to become the domestic leader in skylights. And then fast forward to 2010, we moved to the third generation of low-E, what we call low-E 3. And just give you an idea how far it’s come. 99.9 % of the UV rays is blocked out with this glass. And UV rays being the most, all rays, visible light even causes some, I’ll call it damage, if you will. But. When you’re 99.9 % of your UV is blocked out, you’re ensuring that things like your shades that you’re hanging under your skylights have some longevity to them. And then obviously the days of your tables, carpets, chairs, upholstery, and things like that fading from the exposure are gone as well. Will Hanke (23:52)That’s great. So I want to talk a little bit about consumer appeal, home benefits. We can start with solar since we’re kind of already on that track. I know that some of the items that you offer are solar powered, so tell me a little bit more about that. Wayne Feltman (24:05)Yeah, kind of back to the evolution of technology. So just to give you a history, like I we’ve always, at least since we’ve been in the States, had shades available and blinds available for our skylights. The early days, they were manual, meaning you would use, and if they’re up out of reach, which they typically are here in the United States, you’d use a rod and you would reach up and hook a little round hook on the top right-hand corner of your skylight. You would twist it and the shade would go up and down or the Venetian blinds would twist. It worked. But we’re humans, we’re lazy by nature. The idea of having to get up off the couch, go over and grab that rod and hook this thing 10, 12, 15 feet up isn’t something you were gonna do on a regular basis. And the same is true with opening a skylight if you had a venting skylight. So, a few years later we realized, and again, we do a lot of market research that, hey, people are buying shades but they’re not opening and closing them. They’d stay always open or always closed. So we said, we gotta electrify these. And so we came up with electric systems that made these, now you could go to a wall remote ⁓ and it was a low voltage system. So you had wires behind the wall that would go up to that shade or to that venting skylight and you would push a keypad on the wall and it would open and close your shades or open and close your skylight. It was great, worked well. Problem is how do you retrofit that into an existing home where you got to run wires? So there were challenges there. Now new construction, we had pretty high adoption and guys were embracing the technology. But it was really as we were looking into our third generation product, we said, we just got to go all in on solar and solar technology. So I think it was 2008, and I said it was 2010 that our current third generation product came out. But 2008, a couple of years prior, we introduced a solar powered shade. And so the way this works is it’s a completely self-contained shade. So the shade literally mounts on the inside of the skylight. But within that shade assembly is a solar panel and a battery. And the small integrated solar panel charges the integrated battery, and the shade actually works off the battery power. And now it is remote control. So you’ve got a remote control that you can mount anywhere in the room. And it’s a radio frequency remote, so it’s not line of sight. The days of having to point right at it to get it to work are over. So it goes through walls, windows, doors, and whatnot. So you can put that remote pretty much anywhere. And with the touch of a button, now you can operate your shades, which, again, With that kind of convenience, now you’re going to use your shade when you need to use it and be smart about taking advantage of the benefits of that shade. And the same is true with our operation and functionality of our venting skylights now. We have solar powered venting skylights that work on an exact same kind of principle. Completely separate system from the blind solar panel. It’s got its own self-contained solar panel battery system and can work off the same or multiple remote controls. Will Hanke (26:50)Any smart home applications? Wayne Feltman (26:53)Absolutely. our current shades and skylights ship standard with a basic remote. Basic remote pretty much being a stop, up, and down button. And that’s true of the shade and the skylight. Now there is an upgrade you can make. It’s called our touch remote. Now the touch remote allows you to control multiple skylights with a single remote. And it also has some basic programmability. So it has a timer function. So if you had, for example, a venting skylight in your bathroom and you wanted to open it up while you’re showering to let the steam out, you could set the timer for 30 minutes. It’ll open, open for 30 minutes, on, actually close. So that’s kind of step two. Step three then would be we have a gateway that we sell that now allows your shade to connect to the internet. So you download an app and now via your mobile device, you can control your skylight shades or skylight venting skylights, which is pretty cool. And then the ultimate in technology is something we call Velux Active. And this is really where we’re trying to take things. And the idea behind Velux Active is the skylight is now smart. It’s working on behalf of you to improve your indoor climate in a number of respects. So what Velux Active is, is it’s a smart keypad that mounts the wall now that has three sensors built into it, a temperature sensor, a humidity sensor, and a CO2 sensor. And so you’ve got complete control and programmability over your skylight as well as your shade. So you can say, every day at night, I want my shades to close to save on energy cost in the winter months at installation value. You can program it to do that. The bathroom application I was speaking to in terms of eventing skylight, if you had a velux Active system and this keypad mounted in the bathroom, you hop in the shower, start taking a shower as soon as the humidity levels rise in that bathroom. it’ll automatically deploy your skylight, open it, naturally evacuate the humidity, and automatically close once the levels return to normal. So Velux Active is a really cool kind of first step in where this technology is going to go. It’s available today, though, which is neat. Like said, we’ve got a number of these skylights down at our lake house or cabin in southern Indiana. Anywhere in the world, I cannot check the status. So now in the winter, if I want to know if the heat’s working, I just check in on my skylights and make sure that the temperature is where it belongs. But before I Will Hanke (29:09)That’s awesome. Wayne Feltman (29:10)head down in the summer, I can use my phone and open up all my skylights and cool the cabin off 20, 30 degrees before we get down there in a hot summer months. ⁓ So pretty cool technology. Now, if I wanted to, could act with the velux Active. I could let the system just run itself. For example, the sunroom application, when the sunroom heats up, I could have a parameter set where, when I reach this set point, this temperature, I want my skylights to open and cool this place off. And when it cools down, automatically close. Will Hanke (29:19)That’s nice. Wayne Feltman (29:36)Because we’re not there, don’t utilize, when we’re there, we’ll utilize that technology, but when I’m away, we’re more just using it for remote access and control. Will Hanke (29:44)Right, yeah, yeah, very cool. I’ve always loved this part. Wayne Feltman (29:46)But yeah, these are things that the average consumer doesn’t know exist today. like I said, one of the things that changed with COVID for us, and it’s really changed our product program as well, is instead of laying our people off, we decided we were going to start doing virtual consultations. And up until COVID, most of our interactions as reps and as a company were with contractors, roofers, builders, remodelers. And today, generally, it’s the roofer that installs our product. ⁓ And that’s where our interactions kind of were. But with COVID, we said, you know what? We’re going to, on our website, give consumers the opportunity to talk to a guy like me. And if they’ve got an old Skylight they’re messing with, wanting to replace, or if they’re doing a sunroom addition or something, why would you want to add a Skylight to that and have a virtual consultation? And what was interesting is when our reps or a knowledgeable individual that understands all this technology and the benefits of Skylights and the benefits of this technology got involved, that homeowner not only would incorporate a bunch of skylights, but they would incorporate the technology that is available. They would almost always buy the shade. They would almost always go to a venting skylight. Whereas before COVID, they were dealing with a roofer or a contractor that may or may not have had much knowledge of the benefits of adding that shade. And so our shade ratio historically was about 10 to 20%. With COVID, like said, when we were tracking our projects, we were in that 75, 80 % threshold. Will Hanke (31:13)everybody’s home. Wayne Feltman (31:14)Yeah, so we said there’s something to this. So we hired an outside research group called the ⁓ company by the name of Cantar, said, hey, here’s what we’re seeing. Historically, our sales don’t align with this. Could you do some research into this and make sure that we’re not missing something that we think is going on here? And we did. And obviously, the Cantar research came back very much that consumers want shades, in fact, that we’re willing to pay for them. ⁓ And the reality is it was an awareness issue. And sometimes the contractor was maybe a hurdle for us to get past because, you know, what roofer wants to go inside a house and mess with a shade? You know, they generally don’t. so when we kind of had this new found knowledge and understanding that, you know, the majority of consumers actually 90 % is what our research came back with. Not only want to shade, but are willing to pay for it. said, you know what, we need to make this a standard part of our program. So actually this year, April, 2025, we launched what we call the Velux system. Now we’ve always had a system. It was a skylight, a flashing kit, and then optional shades and remote controls and things of that nature. Well, today, our core products are deck mount and curb mount products. And we don’t need to get into all the details and the differences there. But our core product lines now come standard with room darkening shades. Will Hanke (32:26)Okay. Wayne Feltman (32:27)And it was a direct result of that interaction through COVID with consumers. Will Hanke (32:27)Very cool. I love that. So if I’m a window treatment dealer listening today, what’s the first step to add skylight shades to my offerings? Wayne Feltman (32:39)Yeah, so great question. And like I said, your customers see a lot of homes. mean, they’re in a lot of different homes. So the first thing is identify homes that have skylights, right? The second thing is they really need to identify what kind of skylight it is. And we can help with that. And I would encourage anybody that’s listening to this that’s interested in learning more about skylights and how they can make money on this opportunity to contact or reach out to us. And let’s put you in touch with your local Velux representative. We’ve got a rep that covers every state in the country. And what we will do is we’ll come in and do some training. We’ll teach you how to identify the different types of skylights that are out there. The good news is the vast majority of them are Velux skylights. And there’s some unique features that identify it as a Velux. The other thing that’s quite powerful is all Velux skylights, going back to really the early 90s, have an ID tag on them that tells us exactly what model type and size that skylight is. So with that information, if we can teach your dealers to identify that it’s a Velux skylight, get that tag information, then it’s a simple, OK, here’s your blind options that are shade options that are available for that product. And we still support all our back product with shades so that they can retrofit and add shades then to those existing skylights. And there’s a huge base, like said, up until really just the last couple of years. From COVID-4, we really moved the needle on our shade sales. And now today, like I said, our core product is coming standard. Will Hanke (33:54)awesome. Wayne Feltman (34:05)We’ve got a 50 year history where the vast majority of our skylights only about 10, depending where you’re at, 10 to 20 % of our skylights were going out the door with shades on them. So the vast majority of them are what we call naked skylights. And there’s nothing more that we would love than for your audience to say, you know what? That’s an opportunity I want to capitalize on. And I’m going to add some shades to those for these folks. Will Hanke (34:25)Yeah. So another segment of listeners for the show are ⁓ people that do awnings, exterior shading. Do you see this as a good add-on for them as well? Wayne Feltman (34:37)Again, the awareness consumers have of what their options are with skylights is pretty limited, unfortunately. ⁓ Most people, they have a skylight, right? And they don’t know if they got a bubble skylight. They don’t necessarily know that there’s alternatives that are much better. If they’ve got an old Velux skylight, they don’t necessarily know why they might want to replace that skylight or why they might want to add a shade to that skylight for energy improvement reasons and or just light control reasons. I think there is an opportunity, regardless of whether you’re inside the home or exterior, when you see skylights, I think there’s an opportunity there. unfortunately for us, not too many people are dialed into this category and talking about it. So you can do a couple of things, whether you’re an interior window treatment specialist or an exterior awning guy. If you want to get in the game, first thing is reaching out to us and say, You know, I heard this podcast, I think there’s an opportunity here. I’d like to learn a little bit more about it. And what we’ll do is we’ll come in and we’ll do some training and kind of let you know what the opportunities are in terms of, okay, if it’s this kind of skylight, here’s what you need to do with it. If it’s one of ours, here’s what your options are. But in a lot of cases, you might want to even do a partnership, you know, knowledge is power. And if you guys are at the home, have the relationship with the homeowner, part of what I do in my current role is develop a network of skylight specialists across the country. And our skylight specialists, I mean, they make their living literally installing, replacing, and servicing skylights. So there’s an opportunity there, I think, where you could partner, if we have one in the market that one of your customers is working at, to create a partnership and say, hey, I don’t want to get in the business necessarily of replacing skylights. And hey, I’m not a roofer. I’m not comfortable with that. But I am a shade guy, or I’m an exterior awning guy, and I see an opportunity here. And depending on the age of that, you installing the shades is easy, but you might not want to install a shade on a 40-year-old skylight, right? So there might be some synergies that could happen there. ⁓ And by all means, like I said, I’ve brought people into our industry, into our category of skylight specialists. A lot of our specialists had no former industry experience. And it is unique industry in that not everyone’s out talking about it, which that’s a positive in some respects, because it’s a niche then that you can really carve out a market for yourself. Will Hanke (36:51)So I think it all starts with paying attention, right? And just if you see those bubbles when you’re putting on and oning, you know, it’s time to have a chat about those probably. Wayne Feltman (36:54)For sure. Yeah, sure. And like I said, I understand that their core focus is probably awnings or window treatments. this isn’t necessarily going to be for everybody. But for those that are interested, would say reach out to us and let’s talk. Let’s see what we can ⁓ kind of work out. Will Hanke (37:17)Yeah, so Wayne where do you think the skylight and shade market is going in the next two to three years? Wayne Feltman (37:24)Great question. I wish I had that crystal ball. Like I said, I really love our current product program because of the functionality, the solar power, the velux Active with the automation and stuff. ⁓ There’s a lot of other technologies out there. I right now we’re still relying on a fabric pleated or honeycomb style shade. There’s technology out there today. It’s just expensive where you push a button and the glass changes. color. There’s electrochromic, photochromic glass, things of that nature. I don’t know how soon that is on the horizon. A lot of it’s cost. Some of it might be durability and longevity. And I’m not sure, quite honestly, how that, in terms of energy performance, the one benefit of putting a material fabric type shading device is you’re adding another layer to that glass and really improving the energy performance. So from a solar heat gain, could see that technology being really good. From a U-value perspective, I’m not sure it would be as good as what we have today. But I do see a trend towards that probably, as it applies to skylights and even vertical windows. I imagine the folks in your industry are probably even more up to speed on that than I am. ⁓ But the other thing that I do see is that the society is becoming much more energy conscious and much more sustainably focused. We say this at velux a lot, and it’s true. A skylight is the most energy efficient window in the world. And when you hear that, you think, I’ve heard just the opposite. Skylights are energy hogs. They’re energy losers. Well, the reality is you get twice as much light through a skylight as you do a comparably sized vertical window. So if you’ve got a 2 by 4 vertical window, you could put a 2 by 2 skylight, half the size, and get as much light, and I would argue a better quality of light through that skylight than that vertical window. But when you talk about an energy envelope of a building, ⁓ that’s powerful. If you can get twice as much light or as much light but with half the fenestration area. And smart architects, smart builders, as energy codes get more stringent, I think our category and our products are going to become much more relevant. And I think we’re going to see the adoption of skylights and daylighting through the roof only improve. ⁓ in terms of my crystal ball, And the other reality is, our market penetration now is, depending where you’re at, 10 to 20 % of homes. So we’ve got a huge growth trajectory to get to where we want to be, which is 100 % of homes out there having some kind of skylight or tubular day lighting device. Will Hanke (39:52)Yeah, sure. Yeah, definitely. Lots of upside for you. That’s great. Wayne Feltman (39:59)Absolutely, absolutely. And for our partners. I like I said, we’re a manufacturer, and we’re only successful if we got good partners out there helping bring awareness to our category. And that’s our biggest challenge. You need a vertical window. Codes currently require it. You need an entryway door. You don’t necessarily need a skylight. At least people don’t know that they need one. I would argue they do. They just don’t know it. And so over time, I think as we build out our network of installers, our specialists, as our company grows, our advertising and marketing budgets grow. And again, the sustainability argument really bodes well for our product category because it is the most sustainable way to daylight a house. It’s the most energy efficient way of doing it. Will Hanke (40:42)Wayne, I appreciate all the things that you’ve shared today. As we start to wrap up, I wanted to ask, ⁓ do you have a favorite success story where adding Skylight Shades made a big difference for a dealer or a homeowner? Wayne Feltman (40:56)boy. You know, the one thing I love about this job is we get to see some really cool homes and do some really neat things. I’ve been involved with a lot of the HGTV projects over the years and we’re in all the major shows. And what’s really cool is with those projects is, know, we the budgets kind of go out the window and we can load them up with skylights. And I recently did one down in Nashville, Tennessee, where it was the center of a home that a central staircase, tall, narrow, three story type home. And we put a bank of five over five skylights above this three story staircase in the middle of the home. would have been vertical windows could have gone up it, but just wouldn’t have been the same. And they were venting skylights with shades and a touch of a button or a touch of your. your app on your phone, all the skylights would open, all the shades could come down. And when you put a room darkening shade in that application, what’s really cool about it, when you got that many skylights and an application that really needs the daylight, when you bring all those room darkening shades down, you can see what that space kind of would look like without skylights. And then when you open them all, you’re like, wow, what a difference. I’m so glad we added these skylights. And that’s just a one-off. we do lots of probably. We’ve got a system that allows us to do gangs or groupings of skylights. But those are always the most fun because the impact is so dramatic. And when you put the solar powered shades on it, you can operate them all simultaneously. And it’s really dramatic. So it’s not necessarily one project as much as those type of projects that I really like, because it really features the power of what we can do. And then on the flip side, I work with a number of builders that, you know, small master, I’ll call it primary bass. And for whatever reason, they may not have vertical windows because it’s an interior type location. And then I may have a single two by four skylight. And same same thing applies though. Yeah, you know, put a room darkening shade on that. You know, Mr. Mr. Homeowner, especially if it’s in a model home, and it’s an option, which unfortunately, a lot of times builders just want to I don’t want to price myself out of the market. So yeah, I’ll offer skylights, but it’s gonna be an option. And what we do on the sales agent training side is we go in there and we say, OK, here’s how you sell the skylights. You close the shade and say, OK, here’s this room now. Open the shade and say, here it is with the skylight. And then it sells itself. Even with a single skylight, it’s that dramatic. Will Hanke (43:31)Yeah, that’s awesome. Well, thank you. For anybody that’s interested in exploring this opportunity a little further, what’s the best way for them to connect with you or Velux? Wayne Feltman (43:41)Yeah, great question. I would recommend starting with our website. Our domestic website is VeLUXUSA.com and there is a wealth of information out there. And then through that mechanism, through the website, you can reach out to our customer service team. You can email or there’s phone numbers out there as well. But reach out to us and just say, I’m in such and such a state. I’d be interested in connecting with my local Velux representative. Like I said, we do have a representative in just about a just about every state, but every state is definitely covered. And they will welcome your call and look forward to the opportunity to sit down and talk about what the opportunity is to partner with us. And like I said, we can partner in a number of different ways. It really just depends on their level of interest and what they’re trying to achieve. Will Hanke (44:24)Wayne, thank you so much for being on the show. This has been some fantastic insights. Wayne Feltman (44:29)Hey, Will, I appreciate the opportunity to be on and hopefully we’ll hear from some of your customers. Will Hanke (44:34)Awesome. Well, that’s a wrap for today’s episode of Marketing Panes A big thank you to Wayne Feltman for sharing his insights and showing us how Skylight Shades are not just about comfort, but also about creating a new revenue stream for dealers already in the home. If today’s conversation gave you even one new idea, do us a favor, share this episode with another window treatment or awning pro who could benefit. Make sure you’re subscribed to follow us on our social media and YouTube at Window Treatment Marketing Pros so you don’t miss future episodes packed with real world marketing tips and industry insights. And if you want to learn more about adding skylight shades to your business, check out the resources Wayne mentioned and connect with Velux. We’ll have all his info and links in the show notes on our website, WTMarketingPros.com. Thanks for tuning in and we’ll catch you on the next episode of Marketing Panes.

November 11, 202535 min

The Leadership Advantage: How Graig Weiss Inspires Growth Through People and Purpose

Guest Profile: Graig Weiss Graig Weiss brings over 20 years of leadership experience and a people-first mindset that has shaped everything from public schools to personalized service calls. Before entering the window treatment industry, he led Foundation Academies in Trenton, taught in the South Bronx and the Dominican Republic, founded a school in Punta Cana, and consulted with Cambridge Associates.Now, he’s the hands-on owner and operator of Bloomin’ Blinds of BuxMont, managing everything from sales consultations to installations — bringing the same passion and impact to home transformations as he once did to education. Under his leadership, Bloomin’ Blinds of BuxMont was named 2024 Franchise Owner of the Year, earned top national sales awards, and became one of the brand’s highest-performing and most recognized franchises.With a degree in Finance and Accounting from the University of Pittsburgh, two master’s degrees, and a life full of family, travel, and skiing, Graig blends heart, hustle, and hands-on leadership. Other Notes/Links: pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Video https://youtu.be/KPqir3eVOwk Click here to display Transcript TRANSCRIPT Will Hanke (00:00)Welcome back to Marketing Panes the podcast where we dive into real marketing strategies, stories, and shifts happening in the window treatment and awning world. The guest joining us today brings over 20 years of leadership experience and a people first mindset that has shaped everything from public schools to personalized service calls. Before diving into the world of blinds, he led foundation academies in Trenton. taught in the South Bronx and Dominican Republic, founded a school in Punta Cana, and consulted with Cambridge Associates. Now he’s the hands-on owner and operator of Bloomin’ Blinds of Buxmont, where he manages everything from sales consultations to installations, bringing the same passion and impact to home transformations as he once did to education. Under his leadership, Bloomin’ Blinds of Buxmont was named the 2025 Franchise Owner of the Year, earned top national sales awards across multiple categories, and became one of the brand’s highest performing and most recognized franchises. With two master’s degrees from the University of Pittsburgh and a life full of family, travel, and skiing, he’s a guy who blends heart, hustle, and hands-on leadership. Welcome to the show, Graig Weiss Graig Weiss (01:23)All right, thank you so much. Great to be here. Will Hanke (01:25)Yeah, I appreciate it. So quick disclaimer before we just jump into the questions, Graig is a client of ours and has been probably for two years or so now. So we’ve been doing his marketing and just wanted to clear the air there and make sure everybody knew about that before we started. All right, so Graig, thanks for being on the show. Why don’t you give me the 10,000 foot view of what you’ve got going on currently with the business. Graig Weiss (01:51)Yeah, so as Will said, know, Bloomin’ Blinds, Buxmont, we’re up in the suburbs of Philadelphia, just outside of Philadelphia. We cover most, pretty much anywhere within an hour of where I live. Mobile-based business, Bloomin’ Blinds is a franchise system, like a lot of others. and mobile base, mobile showroom. We go out to the customers, we can do consultations in their home and install high-end window treatments. Will Hanke (02:26)Awesome. And you’re located in Pennsylvania. Graig Weiss (02:29)Yes, just outside Philadelphia and in Pennsylvania, we also get over a little bit into New Jersey, over into the Princeton area of New Jersey, but mainly the surrounding suburbs of Philadelphia. Will Hanke (02:41)Awesome, awesome. So what drew you to the window treatment business and what drew you to Bloomin’ Blinds in particular? Graig Weiss (02:49)Yeah, so it’s a great question. If you would have told me five years ago that I’d be doing window treatments, I would have never believed you. I’m a former school administrator. I was running a charter school in Trenton, New Jersey. And after the pandemic, I knew I just needed to do something a little different. I needed to get away from school administration and started researching franchises. And there were a lot of things that I liked about Bloomin’ Blinds and window treatments in general. And that was about three years ago and took the leap and have been growing it ever since. And I think the thing that surprised me most about it is how much I actually enjoy it. Originally it was going to be a side business for me and I was going to hire somebody just to kind of run it. And at the encouragement of the brothers that own Bloomin’ Blinds they were like, you got to get in the van, you got to learn the business. And I was very reluctant, got in the van and then decided, you know what, this is great. You get out there and meet some wonderful people. You know, you make your own schedule. There’s a sense of accomplishment when you do projects and whatnot. And so it’s been a fun ride and we’re continuing to grow it. Will Hanke (04:00)That’s awesome. Now, coming from the education side, how has that background influenced how you’re running your business right now? Graig Weiss (04:08)Yeah, it’s, you know, lot of it, you know, kind of carries over. mean, one of the things that I would say is like, it’s all people first. You know, having run an organization, you’re always focused on the people and our customers are no different. We’re focused on what they need and listening to them and their needs and really delivering a service and a product that are really second to none. That’s the goal overall. Will Hanke (04:35)How do you think customers see Bloomin’ Blinds in your area and how do you want them to see it? Graig Weiss (04:42)Yeah, I mean, I guess the first thing is we want them to see it because, you know, I mean, that’s that’s marketing, getting getting them out there. And it starts with the pink shirts and the pink vans and, ⁓ you know, really just getting that brand recognition out there. ⁓ I think window treatments overall is it’s ⁓ it’s not it’s not an industry that’s necessarily that visible. I know before I got into the the industry, the only place is I kind of. thought of were like, know, blinds.com and, you know, maybe blinds to go because they have their big, you know, red buildings. And maybe walk down an aisle at Home Depot. There are a lot of other, you know, great vendors out there. And so I think that’s that’s first and foremost. But I think, you know, Bloom Blinds in particular, I always try to put myself in the customer’s shoes and what what would I want as a potential customer? And like really just treating our customers that way, showing up on time, doing what we’re say we’re gonna do, delivering a perfect product, non pushy sales, all those things I think contribute to ⁓ what we’re trying to convey to all of our customers. Will Hanke (05:58)Cool, thank you for that. So I want to talk a little bit about customer experience since we’re kind of on that train. ⁓ What does it actually look like in your business beyond even the install? Graig Weiss (06:11)Yeah, so I mean, you know, I would start with first that like 95 % of the customers that we have are really great people. And that’s one of the things I love about this business overall. You get out there and you meet some really great people that would probably have never otherwise encountered in our lives. you know, so the experience is actually, it comes naturally. Like we don’t have to fake it. You you’re going out there, you’re listening to customers, listening to… you know, what their needs are, what are they trying to accomplish? Because window treatments should be both beautiful and functional. And so we’re really trying to listen for and ask the right questions as far as what do they need and want their home to, what do they want their home to look like and what do they want their window treatments to be able to do? And then it’s, you know, basically steering them in the direction and exploring different options. I’m not a believer, we don’t have favorite window treatments. They all have their pros and cons and that’s really what we’re trying to go through and really trying to ⁓ just match up what a customer wants and what’s gonna work best for them. Will Hanke (07:23)I love that I actually had that experience a month or two ago. We had a company come out to do ours and my wife was thinking of Roman Shades and after having a great conversation and getting some consultation, we ended up with Shutter. So totally different than what we thought we wanted. But that consultation piece is really huge. Graig Weiss (07:44)Yeah, yeah, absolutely, absolutely. Yeah, we find that often. you know, sometimes people call away something that they think they, you know, they saw on Pinterest that they think is going to work really well. And maybe it does and maybe it doesn’t. And so we’re just kind of like laying out the pros and cons in order to make sure that they’re happy customers. Will Hanke (07:46)Yeah, that’s. Yeah, definitely makes for a better experience. Can you tell me about a time when some sort of customer interaction turned into a great marketing win? Graig Weiss (08:12)Yeah, so we often do, I one of the things that’s really unique about Bloomin’ Blinds is we do repairs as well. And we do repairs not because it’s the highest, you know, profit margins or, you know, anything like that. We do it as a courtesy to the customer because if you have, let’s say you have a room filled with like eight window treatments and one of them needs to be fixed, you don’t necessarily want to buy eight new window treatments. But oftentimes providing that service, you know, getting into the home and, sometimes fixing, some of the window treatments down the road will often lead to ⁓ either referrals, ⁓ which are always appreciated, ⁓ as well as sometimes they’ll come back a year later and say, actually, now I want to replace them or something along those lines. And that just starts with, again, that non-pushy, pushy approach. We’re coming out there and we’re not going to be pushy. We’re not going to upsell. We’re going to deliver services that we know you’re going to be happy with. Will Hanke (09:09)Yeah, I’m a huge fan of playing the long game. I think, you know, being patient and understanding that investing in these repairs, those types of things for you are going to pay dividends down the road. Graig Weiss (09:22)Yeah, yeah, absolutely. Will Hanke (09:23)Yeah. How do you build these kind of like wow moments in without breaking the bank, doing just, you know, in a repair where you’re making a hundred, 150 bucks or something like that ⁓ versus obviously your time that you spent to do that as well. How do you kind of build that in? Graig Weiss (09:41)Yeah, I think it’s like you just said, it’s playing the long game. My philosophy the first year was like, if we make no money this year, it’s OK. It’s building that customer base, building that referral program, meeting those relationships, and then results will come. And so that’s really in our philosophy and all of it. mean, we’ll do everything from a small repair all the way up to high-end motorization. jobs as much as $45,000 in one home. So we’ll do everything in between because that small job, might be the van is parked right in front of the house and the neighbor across the street is in the market for window treatments or that customer’s relative needs window treatments. So we’re happy to service all customers even when it’s seemingly in the moment where they’re not high ticket items. Will Hanke (10:33)I love the van idea, just the fact that that is doing work for you while you’re in a home, something like that. And then of course you got the whole Joneses thing going on, right? What’s going on over there? Graig Weiss (10:45)Yeah, for sure, for sure. And the van is hard to miss. I mean, it’s white and hot pink. So it’s a moving billboard, for sure. Will Hanke (10:54)Yeah, yeah. How do you balance being part of that national brand, but keeping your message authentic and local at the same time? Graig Weiss (11:03)Yeah, mean, it’s a combination of both. mean, in the Northeast, Bloomin Blinds is not as well known as like, you know, in the South and some of those different areas. So it is about getting the word out there. I mean, at the end of the day, even though we’re a franchise system, we’re still family-owned business. ⁓ You know, my wife and I are 100 % owners in the company. ⁓ It’s one of the things I like about Bloomin Blinds. We don’t push any one product or any one manufacturer in particular. We carry four or five manufacturers and so really looking for the products that offer the best value to our customers. So if a customer is looking for a specific name brand, we’re happy to pull those out. Otherwise, we’ll pull different manufacturers out based on our experience and the value that they bring. But it’s always putting that local touch on it. Everybody that works in our market is local and community based. And so we really are that family owned business even though we’re part of that larger franchise. Will Hanke (12:08)Yeah. Now with you being in the Northeast, are there any brand decisions that you think work especially well in your area? Graig Weiss (12:16)⁓ Not really in particular. mean obviously, you know, we recently started offering Hunter Douglas. Hunter Douglas is, you know, probably one of the most known window treatment products out there. So we were happy to add that to our repertoire and, you know, be able to offer that. But a lot of it is just, again, based on the products. We kind of have our favorites that we kind of steer in the direction depending on the product. So if it’s shutters and faux wood, it might be one manufacturer. If it’s cellular honeycomb shades, it might be another manufacturer. Just on our experience with those various products. And again, that’s one of the things I love about. know, Bloomin’ Blinds is that they don’t push one thing over the other. They’re really open to, you know, it’s your franchise. You decide what you are going to sell and work with on an ongoing basis. Will Hanke (13:07)I know that you’ve been expanding and really kind of building out your area. So I’d like to talk a couple of questions about that. ⁓ What resources or structures helped you feel confident in growing your location and expanding? Graig Weiss (13:23)Yeah, I mean really, as far as resources go, it’s just, know, it’s really about people. I mean, this is really very, very much a people business and having the right partners in place like Window Treatment Marketing Pros, a little commercial there. But, you know, that’s a big piece to expanding, you know, just getting the word out there about the services that we provide and, you know, things like that. It’s… I don’t want say it’s happened completely organically because there’s a lot of work that goes on behind the scenes, but this isn’t coupons or things like that that helps us expand. It’s reputation, making sure that that reputation is building online and things like that. As far as confidence go, a lot of it’s experience. You do things and the more that you do them, you get more more comfortable with both… products and things that you’re installing in homes and knowing what’s going to work and what’s not going to work. ⁓ But again, you know, finding those vendors and those installers that are really going to knock it out of the park and, you know, deliver that perfection that we’re after. That’s really the key. And so it’s been somewhat, you know, slow and methodical. I mean, in some respects it’s been fast, but in some respects, you know, it hasn’t happened overnight. There hasn’t been a light switch that went off. with the expansion, just, you know, it’s a snowball effect. Will Hanke (14:45)Yeah. Are there any common traps that you see from business owners that try to scale up their brand presence maybe a little bit too fast? Graig Weiss (14:54)Yeah, I would say again, it kind of comes back to people. mean, you know, we’re really particular in the people that work with us and, you we have high expectations and we need that to deliver. And I think that’s what our customers expect. I know that’s what I would want from, you know, from a vendor for them to come in and deliver on the promises that they’ve said and make sure that everything is perfect. I mean, our customers are paying for perfection and that’s what we’re trying to deliver every single time. Will Hanke (15:22)That’s awesome. So Bloomin’ Blinds has earned some strong recognition lately. And you yourself has as well. A couple different things that has gone on. You won 2024 franchise owner of the year. That’s pretty awesome. 2024 top overall sales for Ulta. 2000 top sales for Cellular Shades, Ulta again. Top product sales for Bloomin Blinds Cellular Shades and Soft Treatments. Graig Weiss (15:37)Yeah. Will Hanke (15:52)With all these awards, obviously they build trust, right, with your brand. ⁓ How is that for internal motivation? Graig Weiss (16:04)I would just say it’s incredibly gratifying. obviously when you start a business, as anyone who’s ever started a business, it’s a very nerve wracking experience and it’s more a mental game than anything else. When you start a business, I know for the first six months I pretty much woke up every day and be like, this the right decision? Am I making the right moves and things like that. Eventually you start to gain traction and that confidence builds and things like that. But yeah, I I gave up a steady job with benefits and a pension and sort of took this leap of faith. And so when we got that award, was sort of like that moment where like, wow, we actually made this work and we can actually make a living out of it. So that was a really nice moment and some nice recognition for us. Will Hanke (16:58)Yeah, as I mentioned, great trust factor. Just having those types of awards from a consumer standpoint, these guys must be the best if they’re winning awards, right? ⁓ That’s always great. I think as entrepreneurs, we’re more likely to take crazy risks than maybe the average person would, ⁓ hoping that it pays off down the road. Graig Weiss (17:22)Yeah, yeah, absolutely. Yeah, and that was, you know, when I got into this, I was like, I’m just going to bet on myself on this one. You know, used, I used retirement money and it’s like, well, I can either put it in the stock market and let it ride or we can bet on ourselves. And, and, you know, you take that again, it’s a risk, but, you know, I think, you know, that entrepreneur, an entrepreneurial mindset is that now that, now that we’ve done it once, we can do it again, you know, so, you know, we continue to take those little risks and. continue to the business. Will Hanke (17:52)Yeah, it’s highly motivating too if you’re that type of personality. My coach always says you eat what you kill, right? You got to get out there and make it happen or you can’t complain about it. Yeah, cool. So I know that you started in just a small service area. We kind of talked about your expansion. What was the mindset or what led you to wanting to start the expansion? Graig Weiss (18:02)Yeah, that’s exactly right. Yeah, so it’s like really just being opportunistic. You know, I wasn’t really looking necessarily to expand. There was another Bloomin’ Blinds colleague that he had, he had several different businesses that he was running. He called me up at the end of last year and he said, hey, you interested in buying, you know, my territories? And so, you know, no matter what the case, I’m going to have the conversation. And one thing led to another. And we were able to, you know, buy those territories and, know, you know, the plan is to continue to expand in a slow, deliberate way. So it’s really just being opportunistic and taking advantage of the opportunities that are presented. You just have to have your ears open and listening to them. Will Hanke (19:01)Yeah, I love that. ⁓ As you expand, how are you keeping the brand consistent as your physical area widens and you’ve got to juggle all these different things? Graig Weiss (19:14)Yeah, I mean, it’s definitely a challenge. I would even say that we’re not really, you know, we’re really not maximizing the new territories just yet. We’ve been really trying to build the team. And then once we have that team in place, then we can start to, you know, it opens up the capacity of, you know, of all of us to do a little bit more. And that’s when you can even do, you know, a little bit more marketing and, ⁓ you know, things like that to really maximize that area. So. ⁓ Even though we acquired the territories, it wasn’t day one that we hit the gas pedal on marketing out there because we just didn’t, you again, the opportunity arose. We took advantage of the opportunity, ⁓ but we need to build the team out to like really capitalize and make the most of it. Will Hanke (19:57)Yeah, you want to grow with your business, right? You don’t want to suddenly scale like crazy and then have to figure out how to make it work and start getting poor reviews. A lot of things could happen that way. Yeah, yeah. Graig Weiss (20:07)That’s right. That’s right. Will Hanke (20:11)Was there a turning point for you when you realized like we’re ready to grow and your ear became more receptive to these opportunities? Graig Weiss (20:22)I don’t think so. I don’t think it was like one ⁓ catalyst that said that. mean, obviously, you kind of spoke earlier about the entrepreneurial mindset and like, you know, how as business owners, in some ways it’s never enough. So you always want to be, know, once we reach a certain amount in sales, we want to be taking that next step and that next step and that next step. And so it’s constantly having that desire to grow. But also being realistic about what are the steps that I need to put in place in order to grow this thing responsibly? And at times that’s a tough balance I mean there’s definitely been months where I’m working seven days a week and doing installs on weekends to kind of get caught up ⁓ as we sort of build the team ⁓ But ⁓ you know, it’s all worth it in the end because you know at the end of the day we’re doing this for our families and you know, that’s what’s the most important to us to us all really Will Hanke (21:13)Yeah, what is it? I think it was Laurie from Shark Tank says entrepreneurs will work 80 hours to avoid working 40. Graig Weiss (21:20)That’s so true. You know, it’s funny you mention that. think about two or three months in, I looked over at my wife and I said, you know what the biggest thing that scares me about this potentially not working? And she says, financial failure? said, nope, having to go back to a nine to five. Will Hanke (21:38)Yeah, by far, by far. Thank you so much for the questions. I want to jump into some maybe kind of fun questions, if that would be OK. Have you ever had a customer request that totally caught you off guard? Graig Weiss (21:45)Yeah, yeah. totally caught me off guard. ⁓ I’ve had customers ask for things, know, again my philosophy is that if I wouldn’t do it in my own home, I’m not gonna do it in somebody else’s home. ⁓ There have been things that, I’ll never forget, a customer had like a window that was 20 feet in the air and they wanted to put a continuous cord loop ⁓ all the way down 20 feet in order to operate the shade and ⁓ kind of caught me off guard but I was like, as I thought about it, I’m like, no, I’m not gonna do that. Because at the end of the day, that’s not how it’s supposed to function. ⁓ My name is on it. I just didn’t think it was a really good move. So I kind of try to steer them in a different direction. I’ve had some other cool requests. I had a customer who was like, we want this to be the focal point. We want you to do something here that’s totally like that nobody’s ever seen before. ⁓ And so that was kind of a fun project. At the end of the day, we had designed something that was very ⁓ outlandish, and they kind scaled it back and decided maybe we don’t want one as outlandish. But for the most part, those are few and far between, but they’re fun when they happen. Will Hanke (22:57)you that’s fun. That was probably a great learning experience for you. Even just building it out and then them having to scale it back. Very cool. What is the best and worst business advice you’ve ever received? Graig Weiss (23:09)Yeah, for sure, for sure. Yep, absolutely. Ooh, that’s a good question. Best and worst business advice. I don’t know. I don’t know the answer to that one. Nothing’s really coming to mind. it probably received a little bit of both, you know, in both regards, both good and bad advice. But I mean, that’s, you know, kind of goes back to, mean, one of the things that I’m constantly trying to do is talk to owners that are successful and beg, borrow and steal, you know, ideas from them. You know, that’s one of the benefits of being in a franchise system and the thing that I really value. Will Hanke (23:37)All right. Graig Weiss (24:02)is reaching out to the other owners and figure out what’s working for them and maybe what’s not working so well. Will Hanke (24:08)Yeah, on ⁓ the ⁓ project that you had where they said they wanted something really outlandish, have you ever come across a situation where you’re just not the right fit for the customer? And if so, how do you kind of handle that interaction? Graig Weiss (24:27)Yeah, mean, ⁓ it’s just being honest. I think people respect being really honest with what your capabilities are. mean, one of the areas that I would like to get into eventually is pergolas. We’re doing a lot more exterior screens. We’re starting to get into awnings a little bit more. But pergolas are just not something that I currently have the team to tackle. And so we’ve been asked about them, and that’s my response. If you talk to me in two years, The answer might be yes. The answer right now is I just don’t have the team in place to execute a pergola. so, you know, and if I have, if I have partners that, you know, or recommendations, happy to provide those, you know, we do that in a lot of other areas. We often are in the home, we build that trust with customers and the customers are asking us for painters and, know, somebody to renovate their kitchen and, you know, things of that nature. And so happy to, you know, always provide. those resources for other folks in the community who do an excellent job that have the standards that we do. Will Hanke (25:34)Yeah, there’s something definitely to be said about becoming a coach or a resource for a customer. ⁓ They really put quality into that and they consider you an expert, obviously. So that really kind of elevates you from just being a sales guy. Graig Weiss (25:52)Yep, yep, absolutely. Will Hanke (25:54)Love that. ⁓ Very good. Running a classroom and running a business, which one has more surprises? Graig Weiss (26:03)that’s easy. Definitely a classroom has more surprises. I’ve got stories. I’ve got stories. Will Hanke (26:10)Yeah, you don’t have to get into the stories. ⁓ But was it because of the age group? What was the big thing that was creating all those surprises for you? Graig Weiss (26:21)Uh, it’s, both it’s, you know, kids are kids, right. And kids are always going to be wires kids. And I know we all have stories that, you know, how we were when we were kids, but, uh, you know, kids are unique. And when you’re dealing with, mean, when I was running, uh, foundation academies in Trent, had 1200 kids. And so there was always those few kids that had those personalities that, you know, just kind of throw it, keep you on your toes, if you will. so, but I was also, when I was a teacher, I was also teaching middle school and. school, you have to have a of unique sense of humor to appreciate the middle school sense of humor. Will Hanke (26:57)For sure. I bet along the way you learned a lot about leadership as well. Yeah. Graig Weiss (27:01)Oh, for sure, for sure. Yeah. Both learned it, you know, the hard way and, but that’s, I mean, it’s funny because like, you know, running a business is challenging, but it’s nothing like, you know, what I was doing before. That was just, you know, we had 1200 kids between parents and students and, you know, 150 staff and board members. There was just a whole lot to, you know, cut. At times you felt like a pinball and you were just kind of like… Will Hanke (27:29)you Graig Weiss (27:29)bouncing between the different constituents and trying to keep things on the right track. Will Hanke (27:35)Yeah. Is there any one leadership lesson that’s really carried over in a big way for you? Graig Weiss (27:41)I think the biggest thing is humility. mean, leadership will humble you quicker than anything. And I think that’s true in the business that we do. I always tell customers, I can’t promise it’s going to be perfect. I’m going to try real hard because it’s going to cost me money if I don’t. there’s mistakes that we make. We mismeasure things and have to reorder things or things get damaged during shipping. But I think the biggest thing is just that humility and being genuine with people and making things right in the long And I think that that’s true in like any leadership position. Will Hanke (28:20)Yeah, smart advice. Yeah, I appreciate you saying that. Let’s talk about the future. What are you most excited about in the next 6 to 12 months? Graig Weiss (28:30)Yeah, just continuing to grow things, continuing to learn new things, offer new products. As I said, we’re doing more more exterior work. So exterior, the retractable zipper screens. We’re doing now retractable awnings. And who knows, like I said, in another year or two, maybe we’re doing percolas and things like that. I just think the exterior space, we’re really seeing high demand for the exterior spaces and it just makes so much sense. mean, it can extend your living space in a very cost-effective way to do some of these projects. Will Hanke (29:11)I love that. I would say two years ago, maybe 10 % of our client base did exterior. And now that number is probably 35 to 40%. A lot more of the window treatment offerings are turning to exterior as well. Graig Weiss (29:31)Yeah, yeah, absolutely. Yeah, the thing that I love about, you know, the motorized screens in particular is most people think of them to knock down the sun, which they do. But in the Northeast, what they can do is if you put infrared heaters inside your, you know, porch or what have you, ⁓ they actually retain the heat. And so now you’ve gone from a three, four month porch to a nine month porch. just by adding those retractable screens and some heaters. ⁓ yeah, that’s my favorite thing about the screens. Will Hanke (30:07)I like that. That expands your square footage as far as livable square footage in the winter, especially. That’s fantastic. I like that. Where can people connect with you to learn more about Bloomin’ Blind’s Buxmot and your journey individually? Graig Weiss (30:10)Mm-hmm. Yep. Yeah, absolutely. So I’m pretty accessible. You can either email me at bucksco B-U-C-K-S-C-O @ bloomingblinds.com. Visit our website at bloominblindsbuxmont.com And ⁓ yeah, those are probably the two easiest ways, but I’m happy to connect with whoever and ⁓ see how we can share resources. Will Hanke (30:51)Yeah. Any awards that you’ve got your eyes on for next year? Graig Weiss (30:57)No, you know, I tend to think that those awards like happen organically. Again, really proud to, you know, have been honored to receive them. But we’re just going to continue to keep our head down, try to deliver exceptional services. And then, you know, maybe some of those awards will come up as a byproduct of our work. Will Hanke (31:20)Perfect answer. I love that. Keep your head down. Keep pushing forward, right? That’s awesome. Well, Graig, thank you so much for being on the show today. I really do appreciate it. Graig Weiss (31:21)That’s right. Yeah, absolutely. Thanks for having me. Really appreciate you and your partnership in this journey. Will Hanke (31:34)Yeah. Yeah, we’re excited for the future. We’re excited for your expansion. Obviously, ready to help it however we can. Awesome. Well, big thanks to Graig Weiss for sharing his perspective on what it means to build something that truly reflects your values from the way you lead the team to how your brand shows up in the community. His journey is a reminder that strong businesses aren’t just built on sales, but on purpose, consistency, and connection. If you’re thinking about how to align your marketing with your message, we hope this episode gave you somewhat of a roadmap. Subscribe, share with a friend and we’ll catch you next time on Marketing Panes. TRANSCRIPT Will Hanke (00:00)Welcome back to Marketing Panes the podcast where we dive into real marketing strategies, stories, and shifts happening in the window treatment and awning world. The guest joining us today brings over 20 years of leadership experience and a people first mindset that has shaped everything from public schools to personalized service calls. Before diving into the world of blinds, he led foundation academies in Trenton. taught in the South Bronx and Dominican Republic, founded a school in Punta Cana, and consulted with Cambridge Associates. Now he’s the hands-on owner and operator of Bloomin’ Blinds of Buxmont, where he manages everything from sales consultations to installations, bringing the same passion and impact to home transformations as he once did to education. Under his leadership, Bloomin’ Blinds of Buxmont was named the 2025 Franchise Owner of the Year, earned top national sales awards across multiple categories, and became one of the brand’s highest performing and most recognized franchises. With two master’s degrees from the University of Pittsburgh and a life full of family, travel, and skiing, he’s a guy who blends heart, hustle, and hands-on leadership. Welcome to the show, Graig Weiss Graig Weiss (01:23)All right, thank you so much. Great to be here. Will Hanke (01:25)Yeah, I appreciate it. So quick disclaimer before we just jump into the questions, Graig is a client of ours and has been probably for two years or so now. So we’ve been doing his marketing and just wanted to clear the air there and make sure everybody knew about that before we started. All right, so Graig, thanks for being on the show. Why don’t you give me the 10,000 foot view of what you’ve got going on currently with the business. Graig Weiss (01:51)Yeah, so as Will said, know, Bloomin’ Blinds, Buxmont, we’re up in the suburbs of Philadelphia, just outside of Philadelphia. We cover most, pretty much anywhere within an hour of where I live. Mobile-based business, Bloomin’ Blinds is a franchise system, like a lot of others. and mobile base, mobile showroom. We go out to the customers, we can do consultations in their home and install high-end window treatments. Will Hanke (02:26)Awesome. And you’re located in Pennsylvania. Graig Weiss (02:29)Yes, just outside Philadelphia and in Pennsylvania, we also get over a little bit into New Jersey, over into the Princeton area of New Jersey, but mainly the surrounding suburbs of Philadelphia. Will Hanke (02:41)Awesome, awesome. So what drew you to the window treatment business and what drew you to Bloomin’ Blinds in particular? Graig Weiss (02:49)Yeah, so it’s a great question. If you would have told me five years ago that I’d be doing window treatments, I would have never believed you. I’m a former school administrator. I was running a charter school in Trenton, New Jersey. And after the pandemic, I knew I just needed to do something a little different. I needed to get away from school administration and started researching franchises. And there were a lot of things that I liked about Bloomin’ Blinds and window treatments in general. And that was about three years ago and took the leap and have been growing it ever since. And I think the thing that surprised me most about it is how much I actually enjoy it. Originally it was going to be a side business for me and I was going to hire somebody just to kind of run it. And at the encouragement of the brothers that own Bloomin’ Blinds they were like, you got to get in the van, you got to learn the business. And I was very reluctant, got in the van and then decided, you know what, this is great. You get out there and meet some wonderful people. You know, you make your own schedule. There’s a sense of accomplishment when you do projects and whatnot. And so it’s been a fun ride and we’re continuing to grow it. Will Hanke (04:00)That’s awesome. Now, coming from the education side, how has that background influenced how you’re running your business right now? Graig Weiss (04:08)Yeah, it’s, you know, lot of it, you know, kind of carries over. mean, one of the things that I would say is like, it’s all people first. You know, having run an organization, you’re always focused on the people and our customers are no different. We’re focused on what they need and listening to them and their needs and really delivering a service and a product that are really second to none. That’s the goal overall. Will Hanke (04:35)How do you think customers see Bloomin’ Blinds in your area and how do you want them to see it? Graig Weiss (04:42)Yeah, I mean, I guess the first thing is we want them to see it because, you know, I mean, that’s that’s marketing, getting getting them out there. And it starts with the pink shirts and the pink vans and, ⁓ you know, really just getting that brand recognition out there. ⁓ I think window treatments overall is it’s ⁓ it’s not it’s not an industry that’s necessarily that visible. I know before I got into the the industry, the only place is I kind of. thought of were like, know, blinds.com and, you know, maybe blinds to go because they have their big, you know, red buildings. And maybe walk down an aisle at Home Depot. There are a lot of other, you know, great vendors out there. And so I think that’s that’s first and foremost. But I think, you know, Bloom Blinds in particular, I always try to put myself in the customer’s shoes and what what would I want as a potential customer? And like really just treating our customers that way, showing up on time, doing what we’re say we’re gonna do, delivering a perfect product, non pushy sales, all those things I think contribute to ⁓ what we’re trying to convey to all of our customers. Will Hanke (05:58)Cool, thank you for that. So I want to talk a little bit about customer experience since we’re kind of on that train. ⁓ What does it actually look like in your business beyond even the install? Graig Weiss (06:11)Yeah, so I mean, you know, I would start with first that like 95 % of the customers that we have are really great people. And that’s one of the things I love about this business overall. You get out there and you meet some really great people that would probably have never otherwise encountered in our lives. you know, so the experience is actually, it comes naturally. Like we don’t have to fake it. You you’re going out there, you’re listening to customers, listening to… you know, what their needs are, what are they trying to accomplish? Because window treatments should be both beautiful and functional. And so we’re really trying to listen for and ask the right questions as far as what do they need and want their home to, what do they want their home to look like and what do they want their window treatments to be able to do? And then it’s, you know, basically steering them in the direction and exploring different options. I’m not a believer, we don’t have favorite window treatments. They all have their pros and cons and that’s really what we’re trying to go through and really trying to ⁓ just match up what a customer wants and what’s gonna work best for them. Will Hanke (07:23)I love that I actually had that experience a month or two ago. We had a company come out to do ours and my wife was thinking of Roman Shades and after having a great conversation and getting some consultation, we ended up with Shutter. So totally different than what we thought we wanted. But that consultation piece is really huge. Graig Weiss (07:44)Yeah, yeah, absolutely, absolutely. Yeah, we find that often. you know, sometimes people call away something that they think they, you know, they saw on Pinterest that they think is going to work really well. And maybe it does and maybe it doesn’t. And so we’re just kind of like laying out the pros and cons in order to make sure that they’re happy customers. Will Hanke (07:46)Yeah, that’s. Yeah, definitely makes for a better experience. Can you tell me about a time when some sort of customer interaction turned into a great marketing win? Graig Weiss (08:12)Yeah, so we often do, I one of the things that’s really unique about Bloomin’ Blinds is we do repairs as well. And we do repairs not because it’s the highest, you know, profit margins or, you know, anything like that. We do it as a courtesy to the customer because if you have, let’s say you have a room filled with like eight window treatments and one of them needs to be fixed, you don’t necessarily want to buy eight new window treatments. But oftentimes providing that service, you know, getting into the home and, sometimes fixing, some of the window treatments down the road will often lead to ⁓ either referrals, ⁓ which are always appreciated, ⁓ as well as sometimes they’ll come back a year later and say, actually, now I want to replace them or something along those lines. And that just starts with, again, that non-pushy, pushy approach. We’re coming out there and we’re not going to be pushy. We’re not going to upsell. We’re going to deliver services that we know you’re going to be happy with. Will Hanke (09:09)Yeah, I’m a huge fan of playing the long game. I think, you know, being patient and understanding that investing in these repairs, those types of things for you are going to pay dividends down the road. Graig Weiss (09:22)Yeah, yeah, absolutely. Will Hanke (09:23)Yeah. How do you build these kind of like wow moments in without breaking the bank, doing just, you know, in a repair where you’re making a hundred, 150 bucks or something like that ⁓ versus obviously your time that you spent to do that as well. How do you kind of build that in? Graig Weiss (09:41)Yeah, I think it’s like you just said, it’s playing the long game. My philosophy the first year was like, if we make no money this year, it’s OK. It’s building that customer base, building that referral program, meeting those relationships, and then results will come. And so that’s really in our philosophy and all of it. mean, we’ll do everything from a small repair all the way up to high-end motorization. jobs as much as $45,000 in one home. So we’ll do everything in between because that small job, might be the van is parked right in front of the house and the neighbor across the street is in the market for window treatments or that customer’s relative needs window treatments. So we’re happy to service all customers even when it’s seemingly in the moment where they’re not high ticket items. Will Hanke (10:33)I love the van idea, just the fact that that is doing work for you while you’re in a home, something like that. And then of course you got the whole Joneses thing going on, right? What’s going on over there? Graig Weiss (10:45)Yeah, for sure, for sure. And the van is hard to miss. I mean, it’s white and hot pink. So it’s a moving billboard, for sure. Will Hanke (10:54)Yeah, yeah. How do you balance being part of that national brand, but keeping your message authentic and local at the same time? Graig Weiss (11:03)Yeah, mean, it’s a combination of both. mean, in the Northeast, Bloomin Blinds is not as well known as like, you know, in the South and some of those different areas. So it is about getting the word out there. I mean, at the end of the day, even though we’re a franchise system, we’re still family-owned business. ⁓ You know, my wife and I are 100 % owners in the company. ⁓ It’s one of the things I like about Bloomin Blinds. We don’t push any one product or any one manufacturer in particular. We carry four or five manufacturers and so really looking for the products that offer the best value to our customers. So if a customer is looking for a specific name brand, we’re happy to pull those out. Otherwise, we’ll pull different manufacturers out based on our experience and the value that they bring. But it’s always putting that local touch on it. Everybody that works in our market is local and community based. And so we really are that family owned business even though we’re part of that larger franchise. Will Hanke (12:08)Yeah. Now with you being in the Northeast, are there any brand decisions that you think work especially well in your area? Graig Weiss (12:16)⁓ Not really in particular. mean obviously, you know, we recently started offering Hunter Douglas. Hunter Douglas is, you know, probably one of the most known window treatment products out there. So we were happy to add that to our repertoire and, you know, be able to offer that. But a lot of it is just, again, based on the products. We kind of have our favorites that we kind of steer in the direction depending on the product. So if it’s shutters and faux wood, it might be one manufacturer. If it’s cellular honeycomb shades, it might be another manufacturer. Just on our experience with those various products. And again, that’s one of the things I love about. know, Bloomin’ Blinds is that they don’t push one thing over the other. They’re really open to, you know, it’s your franchise. You decide what you are going to sell and work with on an ongoing basis. Will Hanke (13:07)I know that you’ve been expanding and really kind of building out your area. So I’d like to talk a couple of questions about that. ⁓ What resources or structures helped you feel confident in growing your location and expanding? Graig Weiss (13:23)Yeah, I mean really, as far as resources go, it’s just, know, it’s really about people. I mean, this is really very, very much a people business and having the right partners in place like Window Treatment Marketing Pros, a little commercial there. But, you know, that’s a big piece to expanding, you know, just getting the word out there about the services that we provide and, you know, things like that. It’s… I don’t want say it’s happened completely organically because there’s a lot of work that goes on behind the scenes, but this isn’t coupons or things like that that helps us expand. It’s reputation, making sure that that reputation is building online and things like that. As far as confidence go, a lot of it’s experience. You do things and the more that you do them, you get more more comfortable with both… products and things that you’re installing in homes and knowing what’s going to work and what’s not going to work. ⁓ But again, you know, finding those vendors and those installers that are really going to knock it out of the park and, you know, deliver that perfection that we’re after. That’s really the key. And so it’s been somewhat, you know, slow and methodical. I mean, in some respects it’s been fast, but in some respects, you know, it hasn’t happened overnight. There hasn’t been a light switch that went off. with the expansion, just, you know, it’s a snowball effect. Will Hanke (14:45)Yeah. Are there any common traps that you see from business owners that try to scale up their brand presence maybe a little bit too fast? Graig Weiss (14:54)Yeah, I would say again, it kind of comes back to people. mean, you know, we’re really particular in the people that work with us and, you we have high expectations and we need that to deliver. And I think that’s what our customers expect. I know that’s what I would want from, you know, from a vendor for them to come in and deliver on the promises that they’ve said and make sure that everything is perfect. I mean, our customers are paying for perfection and that’s what we’re trying to deliver every single time. Will Hanke (15:22)That’s awesome. So Bloomin’ Blinds has earned some strong recognition lately. And you yourself has as well. A couple different things that has gone on. You won 2024 franchise owner of the year. That’s pretty awesome. 2024 top overall sales for Ulta. 2000 top sales for Cellular Shades, Ulta again. Top product sales for Bloomin Blinds Cellular Shades and Soft Treatments. Graig Weiss (15:37)Yeah. Will Hanke (15:52)With all these awards, obviously they build trust, right, with your brand. ⁓ How is that for internal motivation? Graig Weiss (16:04)I would just say it’s incredibly gratifying. obviously when you start a business, as anyone who’s ever started a business, it’s a very nerve wracking experience and it’s more a mental game than anything else. When you start a business, I know for the first six months I pretty much woke up every day and be like, this the right decision? Am I making the right moves and things like that. Eventually you start to gain traction and that confidence builds and things like that. But yeah, I I gave up a steady job with benefits and a pension and sort of took this leap of faith. And so when we got that award, was sort of like that moment where like, wow, we actually made this work and we can actually make a living out of it. So that was a really nice moment and some nice recognition for us. Will Hanke (16:58)Yeah, as I mentioned, great trust factor. Just having those types of awards from a consumer standpoint, these guys must be the best if they’re winning awards, right? ⁓ That’s always great. I think as entrepreneurs, we’re more likely to take crazy risks than maybe the average person would, ⁓ hoping that it pays off down the road. Graig Weiss (17:22)Yeah, yeah, absolutely. Yeah, and that was, you know, when I got into this, I was like, I’m just going to bet on myself on this one. You know, used, I used retirement money and it’s like, well, I can either put it in the stock market and let it ride or we can bet on ourselves. And, and, you know, you take that again, it’s a risk, but, you know, I think, you know, that entrepreneur, an entrepreneurial mindset is that now that, now that we’ve done it once, we can do it again, you know, so, you know, we continue to take those little risks and. continue to the business. Will Hanke (17:52)Yeah, it’s highly motivating too if you’re that type of personality. My coach always says you eat what you kill, right? You got to get out there and make it happen or you can’t complain about it. Yeah, cool. So I know that you started in just a small service area. We kind of talked about your expansion. What was the mindset or what led you to wanting to start the expansion? Graig Weiss (18:02)Yeah, that’s exactly right. Yeah, so it’s like really just being opportunistic. You know, I wasn’t really looking necessarily to expand. There was another Bloomin’ Blinds colleague that he had, he had several different businesses that he was running. He called me up at the end of last year and he said, hey, you interested in buying, you know, my territories? And so, you know, no matter what the case, I’m going to have the conversation. And one thing led to another. And we were able to, you know, buy those territories and, know, you know, the plan is to continue to expand in a slow, deliberate way. So it’s really just being opportunistic and taking advantage of the opportunities that are presented. You just have to have your ears open and listening to them. Will Hanke (19:01)Yeah, I love that. ⁓ As you expand, how are you keeping the brand consistent as your physical area widens and you’ve got to juggle all these different things? Graig Weiss (19:14)Yeah, I mean, it’s definitely a challenge. I would even say that we’re not really, you know, we’re really not maximizing the new territories just yet. We’ve been really trying to build the team. And then once we have that team in place, then we can start to, you know, it opens up the capacity of, you know, of all of us to do a little bit more. And that’s when you can even do, you know, a little bit more marketing and, ⁓ you know, things like that to really maximize that area. So. ⁓ Even though we acquired the territories, it wasn’t day one that we hit the gas pedal on marketing out there because we just didn’t, you again, the opportunity arose. We took advantage of the opportunity, ⁓ but we need to build the team out to like really capitalize and make the most of it. Will Hanke (19:57)Yeah, you want to grow with your business, right? You don’t want to suddenly scale like crazy and then have to figure out how to make it work and start getting poor reviews. A lot of things could happen that way. Yeah, yeah. Graig Weiss (20:07)That’s right. That’s right. Will Hanke (20:11)Was there a turning point for you when you realized like we’re ready to grow and your ear became more receptive to these opportunities? Graig Weiss (20:22)I don’t think so. I don’t think it was like one ⁓ catalyst that said that. mean, obviously, you kind of spoke earlier about the entrepreneurial mindset and like, you know, how as business owners, in some ways it’s never enough. So you always want to be, know, once we reach a certain amount in sales, we want to be taking that next step and that next step and that next step. And so it’s constantly having that desire to grow. But also being realistic about what are the steps that I need to put in place in order to grow this thing responsibly? And at times that’s a tough balance I mean there’s definitely been months where I’m working seven days a week and doing installs on weekends to kind of get caught up ⁓ as we sort of build the team ⁓ But ⁓ you know, it’s all worth it in the end because you know at the end of the day we’re doing this for our families and you know, that’s what’s the most important to us to us all really Will Hanke (21:13)Yeah, what is it? I think it was Laurie from Shark Tank says entrepreneurs will work 80 hours to avoid working 40. Graig Weiss (21:20)That’s so true. You know, it’s funny you mention that. think about two or three months in, I looked over at my wife and I said, you know what the biggest thing that scares me about this potentially not working? And she says, financial failure? said, nope, having to go back to a nine to five. Will Hanke (21:38)Yeah, by far, by far. Thank you so much for the questions. I want to jump into some maybe kind of fun questions, if that would be OK. Have you ever had a customer request that totally caught you off guard? Graig Weiss (21:45)Yeah, yeah. totally caught me off guard. ⁓ I’ve had customers ask for things, know, again my philosophy is that if I wouldn’t do it in my own home, I’m not gonna do it in somebody else’s home. ⁓ There have been things that, I’ll never forget, a customer had like a window that was 20 feet in the air and they wanted to put a continuous cord loop ⁓ all the way down 20 feet in order to operate the shade and ⁓ kind of caught me off guard but I was like, as I thought about it, I’m like, no, I’m not gonna do that. Because at the end of the day, that’s not how it’s supposed to function. ⁓ My name is on it. I just didn’t think it was a really good move. So I kind of try to steer them in a different direction. I’ve had some other cool requests. I had a customer who was like, we want this to be the focal point. We want you to do something here that’s totally like that nobody’s ever seen before. ⁓ And so that was kind of a fun project. At the end of the day, we had designed something that was very ⁓ outlandish, and they kind scaled it back and decided maybe we don’t want one as outlandish. But for the most part, those are few and far between, but they’re fun when they happen. Will Hanke (22:57)you that’s fun. That was probably a great learning experience for you. Even just building it out and then them having to scale it back. Very cool. What is the best and worst business advice you’ve ever received? Graig Weiss (23:09)Yeah, for sure, for sure. Yep, absolutely. Ooh, that’s a good question. Best and worst business advice. I don’t know. I don’t know the answer to that one. Nothing’s really coming to mind. it probably received a little bit of both, you know, in both regards, both good and bad advice. But I mean, that’s, you know, kind of goes back to, mean, one of the things that I’m constantly trying to do is talk to owners that are successful and beg, borrow and steal, you know, ideas from them. You know, that’s one of the benefits of being in a franchise system and the thing that I really value. Will Hanke (23:37)All right. Graig Weiss (24:02)is reaching out to the other owners and figure out what’s working for them and maybe what’s not working so well. Will Hanke (24:08)Yeah, on ⁓ the ⁓ project that you had where they said they wanted something really outlandish, have you ever come across a situation where you’re just not the right fit for the customer? And if so, how do you kind of handle that interaction? Graig Weiss (24:27)Yeah, mean, ⁓ it’s just being honest. I think people respect being really honest with what your capabilities are. mean, one of the areas that I would like to get into eventually is pergolas. We’re doing a lot more exterior screens. We’re starting to get into awnings a little bit more. But pergolas are just not something that I currently have the team to tackle. And so we’ve been asked about them, and that’s my response. If you talk to me in two years, The answer might be yes. The answer right now is I just don’t have the team in place to execute a pergola. so, you know, and if I have, if I have partners that, you know, or recommendations, happy to provide those, you know, we do that in a lot of other areas. We often are in the home, we build that trust with customers and the customers are asking us for painters and, know, somebody to renovate their kitchen and, you know, things of that nature. And so happy to, you know, always provide. those resources for other folks in the community who do an excellent job that have the standards that we do. Will Hanke (25:34)Yeah, there’s something definitely to be said about becoming a coach or a resource for a customer. ⁓ They really put quality into that and they consider you an expert, obviously. So that really kind of elevates you from just being a sales guy. Graig Weiss (25:52)Yep, yep, absolutely. Will Hanke (25:54)Love that. ⁓ Very good. Running a classroom and running a business, which one has more surprises? Graig Weiss (26:03)that’s easy. Definitely a classroom has more surprises. I’ve got stories. I’ve got stories. Will Hanke (26:10)Yeah, you don’t have to get into the stories. ⁓ But was it because of the age group? What was the big thing that was creating all those surprises for you? Graig Weiss (26:21)Uh, it’s, both it’s, you know, kids are kids, right. And kids are always going to be wires kids. And I know we all have stories that, you know, how we were when we were kids, but, uh, you know, kids are unique. And when you’re dealing with, mean, when I was running, uh, foundation academies in Trent, had 1200 kids. And so there was always those few kids that had those personalities that, you know, just kind of throw it, keep you on your toes, if you will. so, but I was also, when I was a teacher, I was also teaching middle school and. school, you have to have a of unique sense of humor to appreciate the middle school sense of humor. Will Hanke (26:57)For sure. I bet along the way you learned a lot about leadership as well. Yeah. Graig Weiss (27:01)Oh, for sure, for sure. Yeah. Both learned it, you know, the hard way and, but that’s, I mean, it’s funny because like, you know, running a business is challenging, but it’s nothing like, you know, what I was doing before. That was just, you know, we had 1200 kids between parents and students and, you know, 150 staff and board members. There was just a whole lot to, you know, cut. At times you felt like a pinball and you were just kind of like… Will Hanke (27:29)you Graig Weiss (27:29)bouncing between the different constituents and trying to keep things on the right track. Will Hanke (27:35)Yeah. Is there any one leadership lesson that’s really carried over in a big way for you? Graig Weiss (27:41)I think the biggest thing is humility. mean, leadership will humble you quicker than anything. And I think that’s true in the business that we do. I always tell customers, I can’t promise it’s going to be perfect. I’m going to try real hard because it’s going to cost me money if I don’t. there’s mistakes that we make. We mismeasure things and have to reorder things or things get damaged during shipping. But I think the biggest thing is just that humility and being genuine with people and making things right in the long And I think that that’s true in like any leadership position. Will Hanke (28:20)Yeah, smart advice. Yeah, I appreciate you saying that. Let’s talk about the future. What are you most excited about in the next 6 to 12 months? Graig Weiss (28:30)Yeah, just continuing to grow things, continuing to learn new things, offer new products. As I said, we’re doing more more exterior work. So exterior, the retractable zipper screens. We’re doing now retractable awnings. And who knows, like I said, in another year or two, maybe we’re doing percolas and things like that. I just think the exterior space, we’re really seeing high demand for the exterior spaces and it just makes so much sense. mean, it can extend your living space in a very cost-effective way to do some of these projects. Will Hanke (29:11)I love that. I would say two years ago, maybe 10 % of our client base did exterior. And now that number is probably 35 to 40%. A lot more of the window treatment offerings are turning to exterior as well. Graig Weiss (29:31)Yeah, yeah, absolutely. Yeah, the thing that I love about, you know, the motorized screens in particular is most people think of them to knock down the sun, which they do. But in the Northeast, what they can do is if you put infrared heaters inside your, you know, porch or what have you, ⁓ they actually retain the heat. And so now you’ve gone from a three, four month porch to a nine month porch. just by adding those retractable screens and some heaters. ⁓ yeah, that’s my favorite thing about the screens. Will Hanke (30:07)I like that. That expands your square footage as far as livable square footage in the winter, especially. That’s fantastic. I like that. Where can people connect with you to learn more about Bloomin’ Blind’s Buxmot and your journey individually? Graig Weiss (30:10)Mm-hmm. Yep. Yeah, absolutely. So I’m pretty accessible. You can either email me at bucksco B-U-C-K-S-C-O @ bloomingblinds.com. Visit our website at bloominblindsbuxmont.com And ⁓ yeah, those are probably the two easiest ways, but I’m happy to connect with whoever and ⁓ see how we can share resources. Will Hanke (30:51)Yeah. Any awards that you’ve got your eyes on for next year? Graig Weiss (30:57)No, you know, I tend to think that those awards like happen organically. Again, really proud to, you know, have been honored to receive them. But we’re just going to continue to keep our head down, try to deliver exceptional services. And then, you know, maybe some of those awards will come up as a byproduct of our work. Will Hanke (31:20)Perfect answer. I love that. Keep your head down. Keep pushing forward, right? That’s awesome. Well, Graig, thank you so much for being on the show today. I really do appreciate it. Graig Weiss (31:21)That’s right. Yeah, absolutely. Thanks for having me. Really appreciate you and your partnership in this journey. Will Hanke (31:34)Yeah. Yeah, we’re excited for the future. We’re excited for your expansion. Obviously, ready to help it however we can. Awesome. Well, big thanks to Graig Weiss for sharing his perspective on what it means to build something that truly reflects your values from the way you lead the team to how your brand shows up in the community. His journey is a reminder that strong businesses aren’t just built on sales, but on purpose, consistency, and connection. If you’re thinking about how to align your marketing with your message, we hope this episode gave you somewhat of a roadmap. Subscribe, share with a friend and we’ll catch you next time on Marketing Panes.

October 21, 2025Episode 5044 min

The Future Is Smart: Joe Estrada on Innovation, Modularity, and Dealer Growth

Guest Profile: Joe Estrada Joe Estrada, Account Manager at Coulisse Distribution, serving the Northeast and Midwest regions of the U.S. Joe partners with custom window shade fabricators to deliver innovative, high-quality solutions—especially in smart shading technology through MotionBlinds. With a focus on responsive service, long-term relationships, and empowering trade professionals, Joe helps clients stay competitive in a fast-evolving industry Special Invite to Sun Shading Expo 2025 Heading to the Sun Shading Expo in Indianapolis this November 5–7? We’ve got you covered! Use code SSENA25WTMP when registering to claim your FREE admission ticket. Don’t miss this chance to connect with top industry leaders, see the latest innovations, and experience hands-on demos — all at no cost with our exclusive listener code. Other Notes/Links: pssst…. want to be a guest on the show? Listen to other episodes Subscribe to Marketing Panes for more expert insights, strategies, and real stories from across the window treatment and awning industry. Spotify: https://bit.ly/4j20C49 ApplePodcast: https://bit.ly/4c2VN8s Sun Shading Expo: Visit Website Video https://youtu.be/Z08Ym54aw3E Click here to display Transcript TRANSCRIPT Will Hanke (00:00) Welcome to another episode of marketing panes the podcast where we talk with real window treatment and awning professionals about their marketing, innovation and business growth. I’m your host, Will Hanke. And today we’re diving into the world of smart shading and innovation with guests who knows this space in and out. Our guest today is Joe Estrada, account manager at Coulisse distribution, serving the Northeast and Midwest regions of the U S. Joe partners with custom windows shade fabricators to deliver innovative, high quality solutions, especially in smart shading through technology called MotionBlinds, which we’re gonna dig into a little bit today. With a focus on responsive service, long-term relationships, and empowering trade professionals, Joe helps clients stay competitive in a fast evolving industry. We’ll be talking about how technology is reshaping the market and the evolution of modular systems, and what’s next for dealers and fabricators in the smart shade era. Joe, thanks for being on the show today. Joe Estrada (01:07) Absolutely. Thanks for having me Will. Will Hanke (01:09) Yeah, glad to have you. So for listeners who don’t know yet, can you share a little bit about your background and what you do at Coulisse Distribution? Joe Estrada (01:19) Yeah, yeah, so you touched on it. So I’m a sales rep for Coulisse . I’ve been with the company just a little over a year and a half, coming up on almost two years now, serving primarily the Midwest and parts of the Northeast. So our team, we have coverage throughout the whole country here in the U.S. as well as Canada, and then making our way down to Central America and South America as well. So we have local representation in kind of every corner of the country. and my portion is the Midwest and a few accounts of the Northeast as well. Will Hanke (01:50) Nice. I heard a rumor this was your first podcast. Joe Estrada (01:54) It is, it is. think I was joking with you. I, I’m about a daily listener of some kind of a podcast, especially when I’m traveling. but this is the first one that I’m on. So you’re you’re kind of like an adult Santa Claus, you know, Santa Claus for adults making my, little dream come true here. So thanks again. Will Hanke (02:08) ⁓ too funny. What made you say yes for joining us today? Joe Estrada (02:12) Yeah, so ⁓ obviously having the opportunity to share some of the exciting things that we’re doing at Coulisse , especially in evolving landscape in our industry right now. And you guys, the R+T group, you yourself, have always been really, really ⁓ kind to us at Coulisse So when the opportunity presented itself, we felt we had to jump on top of it. I guess you guys are stuck with me. So. Will Hanke (02:35) Yeah. Well, it’s great having you here today. So let’s talk a little bit about Coulisse . I’d love to know what sets Coulisse apart from the other component and fabric suppliers in the window treatment space. Joe Estrada (02:49) Yeah, yeah, so I would say one thing that’s kind of unique about us is we are a global one-stop shop. So whether it’s components, hardware, our collections, and our own motors, we are a true, we sell a true system. So obviously you can take the parts that you like if you don’t want or need the full system, but really the beauty in what Coulisse offers is our system approach. ⁓ And we’re going to dive a little bit deeper into that, but I would say that’s something that’s unique. and then I think our look, our feel kind of our marketing, our branding is a little unique to us. I’m obviously a little biased, but I think we do that part of, the business really, really well. so yeah, a few things that we offer that are unique in that sense. Will Hanke (03:30) Yeah, as a marketing guy, always paying attention to that and I see you guys everywhere. So you’re doing a great job there. Yeah, yeah, very good. Well, let’s jump in. I want to talk about the absolute roller. What is it? How does it serve as the foundation for your product lineup? Joe Estrada (03:35) Yeah. Yep. Thank you. Yes, so we are absolute roller 2.0 system. That is it’s a modular concept, right? So the terms that our engineers like to use is it’s kind of like working with Legos. So interchangeable components and hardware. You don’t have a right and left bracket, for example. And you can go from our essentially what, you know, for lack of a better term, our dumbest system, our chain manual operated system to our smartest motorized. motion blind system just by removing the mechanism, the chain clutch mechanism or what some people would call a clutch and replacing it with our motor. So the tube sizes are the same, the deduction sizes are all the same. ⁓ So obviously that’s handy if you’re upgrading a shade that maybe somebody bought years ago or maybe they’re going to buy now if they’d like to upgrade at some point in the future. But it really makes it easy for the manufacturers to work with as well. So a lot less SKUS and components to work with. ⁓ And obviously we have different sizes, whether it’s a small, medium, large size, depending on the configuration and the control. ⁓ But the modular concept of it makes it user friendly, not only for the fabricators or the manufacturers, but also the installers and then eventually the end users as well, especially when you’re talking motionblinds. Will Hanke (05:04) Yeah, and I can assume with that modular approach, the inventory management side of things is easier as well. Joe Estrada (05:10) Yep, yep. actually an introduction into our space last year, I got an opportunity to work on a bid for a company and they sent me the existing system that they were using and had said, hey, here’s all the components and hardware and everything that we buy, tell me what your equivalent would be and kind of how that would look differently. And that’s when I really, the advantage of the modular concept kind of sunk in for me because we talk about it a lot internally. But when you’re looking at a list of you know hundreds of components and SKUs and I’m using the same 30 40 50 SKUs essentially for the whole thing That’s when it really sunk into me like wow if I was owning the fabrication business ⁓ Especially everybody has a limit on space some some really big some small But everybody’s trying to make the most of the space that they have and they’re in their facility That’s a real big advantage to using a modular concept like what Coulisse offers Will Hanke (06:04) That’s great. What are the benefits for like dealers and workrooms when it comes to the system? Joe Estrada (06:11) Yeah, very similar. for dealers, it’s easy to install. So if the dealers are paired with the installers or have their own installers, our hardware is very, very easy to use. Again, you’re not worried about a right versus a left and having any errors or issues there that you have to fix. ⁓ For workrooms, it’s similar to a fabricator, right? Depending on where the workroom gets it or starts working at it on the product in the process. Again, fewer SKUs. the tube sizes are all the same. ⁓ so yeah, you don’t have to familiarize yourself with a bunch of different series or systems all under our umbrella. You get used to that system and it’s a little bit easier to work with from there. Will Hanke (06:54) that’s great. I love that approach. I think it’s a lot easier for the end users, as you said, when it comes to figuring out what they need. And you’re probably cutting down on the amount of things that they have to order as well. Joe Estrada (07:05) Absolutely. Yep, just because there’s fewer SKUs ⁓ and then yeah, you really notice it with our motorized products because we have a QR code kind of system to set them up. So you don’t have to familiarize yourself with these elaborate, you know, softwares or apps. So if you’re not super techie, as long as you know how to use the camera on your phone and a QR code, which most people by now are pretty familiar with. Will Hanke (07:30) Yeah. Joe Estrada (07:31) You should be okay setting them up yourselves if you choose to do so. Obviously any installer that has a little bit of experience in our industry, it’s going to be easy for them too. So yeah. Will Hanke (07:42) That’s awesome. I’d love to kind of jump into the motorization since you mentioned that ⁓ it’s tech that’s turning heads across the industry, especially the motionblinds. So tell me a little bit about those. Joe Estrada (07:56) so anywhere you see Motion, it’s funny, so my first introduction to the industry was really at R+T Stuttgart last year. I hadn’t even been with the company, I don’t think two months, so talk about drinking from a fire hose as your first event. But I was really, really thankful for Will Hanke (08:08) Yeah. Joe Estrada (08:12) it, and our booth was MotionBlinds branded. And so a lot of people kind of came over and said, hey, we heard the Coulisse booth is over here, know, where are you guys? And we’re like, you’re right here. So when you see motionblinds, that is just Coulisse ‘s motorization line, right? That is our own brand of motorization. So we have our regular Bluetooth motors that have been around for a handful of years now for a while that everybody’s probably really familiar with. And then we have our newer smart motors, our Eve motionblinds. So a lot of folks are probably familiar with what Eve is. If you walk into a Best Buy or Apple store, you’ll see their products. They’re like a smart home company, I would say. So that, and then we do have a comprehensive wired motor program as well for kind of the contract space and the new build space. So a fully comprehensive line of motorization kind of no matter where you’re at as an end user, whether it’s just a homeowner or you’re building a new home, building a new building. So yes, and because of the nature of just scanning the QR code to set up your shades. It’s 100 % data private, so you don’t have to create accounts, you don’t have to give up your email and phone number and address and rights to your first child, you just scan the QR code and go. So again, kind of that user-friendly term is something you hear us throughout there a lot, but it’s not just something we talk about. Once you start playing with it, you really can feel the difference between maybe some of the other systems out there. Will Hanke (09:33) Yeah, I have some experience with that with some ⁓ security cameras at my house. You just you just shoot the QR code and it just pulls that right in really quick. Yeah. Joe Estrada (09:41) Exactly, exactly. so and with so thanks for mentioning that well on the on the smart home process or conversation, our Eve motionblinds, those can be integrated into your smart home or your smart building. So they’re compatible with the Apple platform, Google, Amazon and Samsung. And our our motors are matter over thread. So matter is just essentially the smart language that a lot of these smart devices speak to each other. And then the thread network is a mesh network. So the more wired or plugged in devices that you add to it, the stronger that network gets throughout a home or throughout a building. Whereas, you know, on Wi-Fi, the more you add to it, the more juice you’re sucking out of that network. you know, wireless shades don’t necessarily strengthen that network, but anything that’s plugged in or wired will. ⁓ So matter over thread is the system that our EVE motionblinds work on. Will Hanke (10:36) Yeah, and I know Amazon does something similar to that with their sidewalk, ⁓ where multiple Alexis, for instance, talk to each other. That’s always nice to have that additional kind of boost. Joe Estrada (10:48) Yes, and you know, a lot of people think smart is just motorized, right? You can set a timer or set end limits. Really, what smart means is that your environment ⁓ can react without you needing to do anything, right? So you can set scenes or automations based on weather, time of day, ⁓ internal temperatures, the glare of the sun. Your smart home works around you the way that you would want it without needing to do anything. That’s kind of what makes it smart. And so that’s kind of the key difference between a regular Bluetooth motor and say like the Eve MotionBlinds. Will Hanke (11:21) Yeah, I’ve mentioned on a lot of my podcasts and I’m kind of a smart home nerd. And when people come over to the house, they’re always like, Joe Estrada (11:25) Yep. Yep. Will Hanke (11:29) Whoa, that just happened. So how do you think the smart piece is going to evolve in the next 12 months? Do you think it’s going to be optional for installs or you think more people are just going to want it? Joe Estrada (11:30) Hahaha Yeah, that’s a great question. I believe the timing is anybody’s best guess, right? We have kind of chosen to be on the front end of it. We kind of got out in front of this maybe a couple of years earlier than most. ⁓ Right now, it does seem pretty optional, right? But the more people that you talk to, the more you realize smart homes are becoming kind of the norm for lot of people. I was telling you, Will, we were in the Netherlands last week for our annual global sales meetings with Coulisse and our home office there in Enter. And the eastern part of the Netherlands and on the way home I sat next to a guy who has a full smart home was familiar with matter-over-thread So that’s the first time that that’s happened where I’m just kind of striking up a conversation with somebody and they really know what’s going on so I would be surprised in the next 12 months 24 months 36 months that starts to become more of the norm and eventually whether it’s in a couple years five years ten years or more a Smart home is going to probably be Will Hanke (12:25) Okay. Joe Estrada (12:42) somewhat of the standard. And depending on all the estimates that you see out there, you know, by 2030, there’s some estimates that, you know, anywhere from a third to half of homes will be smart homes, at least have smart capabilities, right? And smart shades are going to play a bigger and bigger part of that moving forward. Will Hanke (13:03) Yeah, when it comes to the smart shades, what do you think? What do you wish more dealers knew about those? Joe Estrada (13:10) Yes, ⁓ obviously, know, so like for our concept, for example, just by changing one clutch to a motor, not much about the shade is changing, but the revenue. So your average, you know, your average cost per shade is going to go up usually by about three X, roughly, roughly speaking. And then typically your profit margins on a motor are a little bit better than, a chain clutch as well. The chain manual operated shades are something that the really, really big guys do really well and they’ve done really well for a long time. And they have certain advantages that maybe some of the smaller fabricators or smaller work rooms just can’t reach like they can. But motorized shades are still kind of, are still growing in our industry. So not only can you raise the average price per shade and make yourself more revenue by selling the same amount of shades or hopefully more, obviously. But there’s a lot of opportunity that’s out there for the taking. So it’s as we enter kind of a new landscape, there’s a lot of clients that are looking for something that they maybe wouldn’t have been interested in before because they already had a manual shade that came with the house or apartment that they bought or whatever. But as more folks are looking for a motorized shade, that’s where a lot of opportunity is going to be there to eat up those customers at a higher cost per shade and a higher profit margin from what we see with our clients. Will Hanke (14:31) Yeah. Right. Yeah. As consumers get more into the smart home world like me, ⁓ we have obviously installers that are putting this stuff together and they kind of have to know what is going on. On the troubleshooting side, like what’s involved there? Is it easy to troubleshoot the motionblinds or is a lot of additional knowledge required? Joe Estrada (14:53) No, it’s very simple. every motor will or every motor I shade will come with a kind of a setup guide and a troubleshooting guide. And it’s usually just a handful of steps, right? If all else fails, if something’s wrong with your shade, you just reset it and reprogram it. And you can program our motors in three ways. So you can do it right from the shade itself, right from the motor. You can do it with the remote or you can do it from your phone with the app. So we like to give clients, dealers, designers, whoever’s programming that shade, the option to do it how they would like to. Will Hanke (15:17) Okay. Joe Estrada (15:23) And then we also have a relatively new motion blind chat bot that you can go on to as a consumer, a dealer, a designer, an installer, ask it your questions, or even follow some of the prompts to get specifically to the shade that you’re working with. And 80, 90 % of the questions that you have, that chat bot is going to be able to answer for you. Over time, the goal is 99.9 % of the questions, so. Will Hanke (15:45) That’s awesome. Joe Estrada (15:49) Just like any LLM, it’s being trained right now ⁓ and getting better by the day. And then obviously for fabricators, ⁓ they have their sales rep like myself, ⁓ based on where they’re at throughout the country or throughout the world that they can go to for, hey, I tried the chat bot, I’m trying to reset this thing. And for whatever reason, there’s still an issue, you can lean on your sales rep and we’ll help you out as well. luckily with the… the user friendliness of the the motionblinds and just the entire system. We don’t get a lot of those calls because they usually kind of are able to self correct one way or another. And then with the chat bot, that has really been a huge tool and we use it a lot internally too to kind of test it. You know, how accurate is this? And so far so good. Will Hanke (16:33) That’s huge. And that is leading edge stuff. I probably had three AI questions yesterday on different sales calls. Everybody’s starting to use it. Our clients are starting to get referrals from Chat GPT. Joe Estrada (16:40) Yeah. Yep. Will Hanke (16:47) So having that system in place, teaching it how to answer questions is just going to make the installers especially, or the dealers, that whole thing a lot easier for them. Joe Estrada (16:56) Yeah, and it’s funny you say that. I was just listening to a podcast the other day. there’s actually a lot of data that’s coming out that, especially the younger generation, so Gen Z and the really, really young millennials, a lot of us, if you’re looking for a service, a product, or whatever, a lot of times it would start on Google, right? A lot of those conversations or those prompts or those searches are now starting on chat GPT, like, hey. I’m looking for the, I don’t know, the best motorized window dealer in Detroit, Michigan or whatever. Those prompts are now a lot of times starting from chat GPT. as I think just kind of a personal opinion, as you see those guys try to monetize their platform a little bit more, I’m sure you’ll see a lot more direct links or click to go check out that product that you just did your search for. So yeah, I think that’s just kind of. a normal part of everyday life and will be more so moving forward. Will Hanke (17:51) Yeah, that’s awesome. ⁓ I know that you had mentioned that Coulisse is really committed to empowering fabricators instead of competing with them. ⁓ How does that look like in practice? What does that look Joe Estrada (17:58) Yep. Yep. Yeah. Yeah. So we don’t have a retail outlet, right? So it’s funny at our shows, we always do an amazing job with our booth. Again, I’m biased, but if you’ve ever seen one, you know what I’m talking about. And we get people that come up to our to our booth constantly like, hey, these are awesome. Where’s your website? Can I order them right now? We don’t have a retail outlet per se. So we really empower our fabricators to be the the engine of us getting our products into the end user’s hands. So, ⁓ you know, like we have the Sun Shading Expo coming up here in a few weeks in Indy, that first week of November. And it’s inevitable we’re going to get some dealer, designer, architect leads that come from that. And we refer those, preferably, to somebody locally in that community. So we’re pairing a local, call it dealer, with a local fabricator. It’s a win-win ⁓ of somebody that makes the certain system or shade that they’re looking for. So we really empower our fabricators and are a true partner to them to try to help them grow their business because what’s good for them is obviously good for us too. ⁓ So everything we do, we kind of look through as the lens of a fabricator of how can we do things better or a custom workroom. ⁓ How can we do things better to help them do their business better and grow their revenue. Will Hanke (19:07) Yeah. Yeah, yeah. In a world of direct to consumer pressure, ⁓ why is that B2B balance and loyalty so important for Coulisse ? Joe Estrada (19:33) Yeah, so, you know, it all starts with the partnerships and, know, a lot of these companies that we’re working with here in the US, our industry is a very, very old one, right? Windows are very, very old. So there’s a lot of clients ⁓ or fabricators, workrooms that have done a really great job of building their own networks, right? Of dealers and designers. It’s taken sometimes several decades for them to build the ecosystem that they all have. So by creating partnerships with them and getting our products to them, we could take advantage of what they have built to a certain extent as opposed to trying to go right to the end user and try something new that we’ve never done We kind of see it as we’re really good at what we do. We have a unique system that we can offer. And so now it’s just, hey, let’s get that system or at least parts of that system into the hands of as many workrooms and fabricators as possible. And that will eventually lead to more end users, more, you know, architects, more building owners buying our products as a result of that as well. Will Hanke (20:36) Yeah, that’s a smart model. Any advice that you’d give to other supplier brands that are trying to balance growth with these strong relationships? Joe Estrada (20:46) Yes, so I mean, think at the end of the day, all comes down to, know, assuming you have a competitive product and a competitive price people buy from from people they like and trust, right? So if you’re always the most likable and trustworthy one, ⁓ even if there’s bumps along the road and you create that true partnership relationship with your clients and vice versa, you’re going to lean on each other, right? And look for solutions as opposed to, hey, here’s this problem. Now what do we do? Well, we know what we’re going to do. We’re going to find a solution together that’s a win-win and move past it. And the other thing, I think you just focus on what you’re good at, right? Lean into what you’re really good at. Whether it’s a person or a company, we all have strengths and weaknesses maybe. ⁓ lean into what you’re good at. And for us, that’s the B2B market. And our partners here in the US and all over the world. have helped us grow our business in a really sustainable and meaningful way. You know, we’re still owned by the same two brothers that started our company, know, 33 years ago now. And they’ve always kind of done things in a similar way just in terms of partnerships and relationships. And, you know, the results and the success speaks for itself. Will Hanke (21:58) I’d love to talk a little bit about inventory and supply. ⁓ You mentioned inventory levels are pretty strong right now, especially on fabrics and solar screens. What’s behind that strategy? Joe Estrada (22:11) Yeah, so that’s always kind of been the coolest way we, you know, there’s some nuance there, but we always try to keep at least six to 12 months or more of our key SKUs. So whether it’s our key fabric or our solar screen SKUs, our key motors, key components and hardware from the absolute roller system, you know, depending on who you talk to, you get a different number, but our on time delivery rate is anywhere from about 95 to 98 % here in the U S depending on the year. So that’s something that we’re really, really proud of. And as certain things may be changing the industry and you see certain thought processes wanna get leaner and leaner on the inventory side for a various number of reasons, we’re kinda going the other way. And that’s really due to our leadership here in the Americas and our owners keeping their commitment to our clients where, ⁓ especially during COVID, everything got a little crazy, right? But a lot of people lost a lot of money and a lot of opportunities and created a whole lot of extra headache that… that they maybe didn’t need just because of out of stocks and not having the inventory when your partners need it. So that’s something that, and our warehouse team is amazing. We have the right processes in place. So we’ve done a really great job of balancing, hey, you’d never want too much inventory, right? You have to move it, you have to sell it, and you don’t want wasted space. But we really, really have out of stocks. And if we do, it’s usually, it’s going to be here in a week or two. It’s not. You know, I’ve heard some horror cases maybe six months or more. And at that point, if you’re the work room or the fabricator or the dealer, you’re going to have to reselect. And so if you have to reselect, ⁓ not only is that going to cause more headaches and issues, obviously, but time kills deals. So the longer you stretch that, that, that deal or that opportunity out, the more chance there is for something to go awry and you lose that opportunity, which is just lost money, which we don’t want for anybody. So, Will Hanke (24:03) Right. Right. Joe Estrada (24:04) Kudos to our leadership and to our owners for staying committed to doing things that way. And when you’re owned by the same guys that have built everything, I think it makes that easier to kind of stay true to that in the face of a number of issues kind of in and around our industry and the world globally. Will Hanke (24:20) Yeah. As a vendor, you’ve always got to play the balancing of the supply chain, right? you know, do you see, more people making purchasing decisions based on availability over brand loyalty now? Joe Estrada (24:25) Yep. Absolutely, in both, but absolutely to the first point of availability. Just speaking for myself, my own clients, I know of a handful of opportunities that I think we would have, you know, I’d like to think we would have eventually gotten to have an opportunity at closing those deals. But some of them that are coming our way more and more because they’re recognizing the difference between us and maybe some others of being able to deliver. on time at that, call it high 90 % rate where others can’t. And if it isn’t out of stock again, like it happens, right? It’s not a hundred percent, but if it’s a week or two, everybody can deal with that when it’s several months. That’s when it starts to become really, really challenging. So, just speaking for myself, I can, you know, just off the top of my head, I’m thinking of three or four opportunities that have come up this at the end of last year and this year so far, that I’m not sure we get them as quickly as we did. If not for, essentially them trusting us to be able to deliver for them on time more than let’s say who we’re competing against. So yeah, there is a true business advantage to it. Absolutely. Will Hanke (25:35) Yeah. Yeah, yeah. So a lot of our listeners are dealers. How do you think they can learn from how Coulisse is approaching the supply chain and stocking differently today? Joe Estrada (25:50) Well, you’re dealers and designers love us, I think more than anybody, right? Because we just are our branding, our marketing is very, very good. Just our style. ⁓ It’s very, very, ⁓ I would say modern. It’s very, very fashionable. So ⁓ dealers, dealers and designers, designers, think love us as much as anybody. ⁓ So in terms of what they can learn from that, I think it’s just, again, kind of building that partnership approach and attacking it from a partnership approach, not being so transactional with everything. and then leaning into what you’re good at and, being reliable, right? Say what you’re going to do and then do what you’re going to say. ⁓ and I think Huliss does an amazing job at doing that. And it makes our job as a sales rep really easy because you know that what you’re telling your clients, you can actually stand on it and your, teammates are going to do what’s necessary behind you to make sure that what you’re telling them comes to fruition. So, having that team approach. and just being reliable, no matter at what point of the chain of the process that you’re in, I think will yield really, really good results for you on the business side. Will Hanke (26:56) It’s great that you have that awesome support. mean, it sounds like you got a great job. Joe Estrada (27:02) ⁓ I do. do our team, you know, again, kind of going back to Chris and Maurice, they’re the two brothers. ⁓ it, Coulisse feels like one big family. So we’re a global company. We’ve got offices all over the world and representation all over the world, but we were all just together, you know, in, in a small little farm town in Eastern Netherlands last year. And it feels like one big family. So, ⁓ if I ever need engineering’s help, if I ever need marketing’s help, if I ever need to contact the warehouse supply chain, I know who to contact and who to get a hold of and they’re always willing to lend a helping hand. And when you’re a global operation, a lot of people working remotely, you’re traveling all over the place, you have clients all over the place. It’s impossible to do this thing well if you’re not doing it as a team. So very thankful as a salesperson, makes my job much easier, which I really appreciate. Will Hanke (27:36) Yeah. Yeah, for sure. Yeah. So speaking of staying stocked and ready, let’s look at where Coulisse will be showcasing these innovations next. You mentioned earlier the Sun Shading Expo. Tell me about what you guys are doing there. Joe Estrada (28:06) Yes, so we will have our ⁓ booth like we always do and we will have all of our products on display. So we kind of separate it by, you know, we’ll have like a child safe by design table, which I actually haven’t jumped into just yet. It’s a, you know, child safety has been a huge topic of conversation the last few years all around the world, but especially here in the U.S. So we have systems, mostly our twin pull, our balanced roller, our zero gravity system. and our motionblinds obviously that are child safe by design, right? So you don’t need a tensioner device ⁓ or something additional to make it more child safe. We have those solutions as well for our manually operated shades, but we will have them all separated. So we’ll have a child safe by design table. We’ll have a motionblinds table. We’ll likely have a wired motor, a wired motionblinds table, some of our manual solutions. We’ll have our entire US. ⁓ fabric collection on display. And then we’ll have all the individual components, hardware, motors as well to kind of get as granular as we need to with a fabricator or installer or even a dealer maybe. ⁓ So whether you want to see the really pretty finished products that everybody comes over and wants to buy a bunch of right away, or you want to look at the little bits and pieces, we’ll have it all. ⁓ And we’ll have coffee, we’ll have water. I think in the afternoon we usually switch it to the good stuff, the beer and wine as well. Will Hanke (29:31) Okay. Joe Estrada (29:31) If you’re going to be at Sunshading Expo, you have to come see the Coulisse Booth Will Hanke (29:35) I guess I know where I’ll be in the afternoon. Any sneak peeks that you can share with the audience? Joe Estrada (29:38) That’s right. Yeah, that’s right. Yes, so we do have something that’s new with Coulisse is our absolute silent program that we will be kind of rolling out, call it next year. ⁓ So the first part of that is a silent bracket for our cassette, our medium sized cassette system. ⁓ So what that is is with our motorized shades, everybody’s always trying to, hey, how do we make the system, especially if it’s in a ⁓ cassette or if it’s in ⁓ fascia, ⁓ how do we make it quieter? How can we make it ⁓ even more quiet for the end users, right? Especially if it’s in a bedroom or so. ⁓ We’re always making tweaks to the motors themselves to make them quieter and quieter. And then we also are going to have the bracket, for example, that’s for lack of a better term, enhanced with some additional ⁓ advantages on it. ⁓ that will help make the system quieter. ⁓ So eventually we’ll have a ⁓ silent crown and drive as well that can be included. So I kind of anticipate the silent components just kind of overtaking maybe some of the other components that we’ve sold previously for our motionblinds. ⁓ But again, we’re about giving clients the option so that option will stay there. I know I will be pushing my clients to use those silent components. just to give the end user an even better experience, right? If it adds an extra 10, 15 % enjoyment and satisfaction to the end user’s experience, I think it’s worth it. Will Hanke (31:20) Yeah, you and I lucked out this year because it’s in the Midwest. We don’t have far to go, right? Joe Estrada (31:25) That’s right. I know. I know. I told, ⁓ I told our team down in Miami, bring their coats and their scarves and their winter hats. So I’ll have some, I’ll have some hot cocoa waiting for them when they get up North. ⁓ and then the, the, the other thing too, sorry, we’ll is, we’ll have our wired motors. we have kind of a new comprehensive wired motor program, mostly for the contract market, but also for the residential market, especially a new build. We’ll have those on display as well. So if you’ve always, you know, if you’re an existing client with Coulisse . Will Hanke (31:31) Right? Yeah. Joe Estrada (31:53) You’ve always wanted to work with Coulisse so you’re just interested in what we are doing on the wired motor side. Come stop by and we can show you that new program as well. Will Hanke (32:01) Yeah, so definitely stop by the booth for some goodies and ⁓ what’s going on. Why do you think the Sun Shading Expo is important to our industry right now? Joe Estrada (32:05) That’s right. One, you can, know, especially we were talking about AI earlier, I think more and people are working remotely, myself included. No matter what, it’s still a people business. It’s still kind of a contact sport, right? So anything that gets people together from the industry, you’re going to have fun, right? But you’re also going to make a lot of progress on the business side. You can exchange ideas. ⁓ It’s kind of good to see, hey, what’s our competition doing, right? That’s a great opportunity for us to see what they’re doing. What are they highlighting? ⁓ But it’s a… One place where you can meet clients, you can meet prospects, you can get in front of new people that maybe don’t know as much about you, or who, you hey, you always get the most out of who and what somebody is in person. ⁓ And then all the different learnings that are available, right? I’m new to the industry, so anybody that’s new, there’s a lot to learn. ⁓ Even though the industry feels smaller and smaller by the day, there’s still a lot to learn, not only about, you know, your own stuff. but what everybody else is doing as well. So if you want to crash course and to be incredibly efficient, a trade show like Sun Shading Expo, there’s no better place to be for a week to again, kind of drink from a fire hose, all things window coverings. so Will Hanke (33:24) Yeah, yeah, and it’s massive. I’m blown away how big it is. Joe Estrada (33:27) It is. Yeah, no, absolutely. It’s again, I think it’s really cool that it’ll be kind of centrally located in Indianapolis and the fact that it moves around to different locations throughout the country is is a huge advantage, I think. Will Hanke (33:41) Yeah. Yeah. So what are you most excited about in the months ahead? Joe Estrada (33:46) Yes, motionblinds for sure. We are incredibly bullish on that side of our business and where we want to go with that. ⁓ Here in the Midwest, for me, there’s a ton of opportunity on the motion blind side just because we’re still a relatively newer region for Coulisse . We’re a 33-year-old but we’ve only been in the US for about, call it 13-ish years, 13, 14 years. So the sky is still the limit for Coulisse all around the world, but especially here in the US. So what we’re doing on the motion blind side and just on it with motorization in general, and we’ve got some stuff maybe in 2026, 2027 that’ll be coming out as well. Incredibly bullish on that side of our business, but on that side of the industry, I think you’ll see, I forget exactly what it was, but there was a link that was shared that I think it was some event with Apple. where they spoke about Eve and they spoke about kind of smart home stuff and they had kind of a segment where they highlighted smart shade specifically as an industry. So ⁓ I think it’s as exciting of a time as ever to be in our industry and you’ll see a lot of cool stuff on display here in a few weeks and moving forward. Will Hanke (34:57) Yeah, that event is November 5 through 7 in Indianapolis and there are tickets available. We’ll put a link in our show notes below if anybody needs to get, grab some tickets, we’ll be able to do that. Love to talk just real quick about yourself a little bit. What’s something outside of work that keeps you creative and grounded? Joe Estrada (35:03) Yes. Yeah. grounded my friends and family that bust my chops constantly. So probably them, but no, I’m a husband, father, and a dog dad. Great group of friends, great group of colleagues. I would say you could add my colleagues to the bunch that keep me nice and grounded as well. ⁓ But as I get a little bit older, I’m playing less and less of the, you know, no more basketball and football. now golf is kind of my new obsession. ⁓ Will Hanke (35:23) you There you go. ⁓ Joe Estrada (35:45) that, that drives me nuts because just like most people that play it, I’m, not, I’m, I’m not all that good yet. So, ⁓ if I’m not doing that really just spending quality time with my friends and family. ⁓ I’m actually headed to, ⁓ to a wedding this weekend down in Cancun for, ⁓ me and one of me and my wife’s dearest friends, getting married down there. Will Hanke (36:01) Okay. Joe Estrada (36:04) So the older you get, the more responsibilities that are kind of thrown your way, the less of those types of opportunities you get. So, ⁓ I’m incredibly excited about that. So and it’s a little sunnier down there than it is up here in Grand Rapids, Michigan this time of year. So just a touch. Will Hanke (36:19) Little bit. I’m headed off to Miami next week for a conference, so it’ll be nice and warm there as well. ⁓ Joe Estrada (36:26) Ah, yeah, and hey, you know, while you’re down there, if you want to see the Miami is where our US headquarters is for Coulisse , if you want to see the office, the warehouse, the showroom, you let me know and we’ll get you set up for a nice tour down there and we’ll give you that. We’ll roll out the Coulisse red carpet for you. So. Will Hanke (36:37) nice. That would be great. What trends do you see like shaping the industry over the next three to five years? Joe Estrada (36:49) Motorization for sure, smart shades for sure. ⁓ It’s interesting kind of what’s happening in the exterior space, right? Since COVID, I think a lot of people have jumped into that space and there’s a lot of cool stuff happening there. ⁓ But I think motorization and then AI as well, ⁓ not only just on like the actual product side, but how businesses are going to use AI to empower their employees. So I think a lot of people get a… Will Hanke (36:59) Yeah. Joe Estrada (37:16) you know, get kind of scared when they hear AI and how it may replace them. I think the better way of looking at it is like, how can you help it? How can you use AI to do your job even better and be even better at whatever it is that you do? So that’ll the effects will vary depending on what it is that you do. But I know at Coulisse we are kind of always looking to be trendsetters and stay ahead of the game, especially with new technologies. And it’s no different ⁓ with AI. So. At our meetings last week, we got to learn a little bit about how our leadership and how our ownership is going to help empower us with AI and help us all do our jobs better and reach our goals by 2030 and beyond. So just kind of the, just like every industry, think right now it’s technology, it’s AI. In our industry, our company’s no different. So motionblinds for sure, Eve motionblinds. And then how we’re going to leverage AI to continue to grow Coulisse here, you know, in the States and abroad throughout the world. Will Hanke (38:12) I think that’s really smart of vendors to kind of embrace that. As a user of AI, an end user, I think you have to get over the fact that it is going to replace everything that you do. Once you kind of, there’s like a hump, right? Once you realize, oh, it can do that for me, oh, it can do this, then the whole world opens up and you’re like, oh my gosh, this is amazing. Joe Estrada (38:29) Yes. Yeah, and you know, just kind of on the sales side or on the marketing side, I think it’s just gonna make the great sales reps and great marketing reps amazing. I think it’s gonna make the good great because you can just, you’ll get more output with the same or less input, right? So yeah, I think, hey, what could go right? What’s the pro here? Not just looking at all the cons. And how can you use this to do your job better and help your company? And again, I’m thankful that, you know. our company is thinking forward for us and empowering us, hey, this is how you can use this to do your job better, to service your clients better. So yeah, if you’re an existing client of Coulisse or you will be here shortly, I think you’ll see some of the things that we’re doing make your life much easier, much smoother. It’ll save everybody time and it’ll be a good thing moving forward. Absolutely. Will Hanke (39:24) Yeah. Well, Joe, this has been a great conversation. I really enjoyed it. Before we wrap up, let’s tell listeners how they can connect with you and Coulisse . So what is the best way for them to learn more about Coulisse in general or connect with yourself? Joe Estrada (39:28) Yeah Yeah, so on the Coulisse side of things, MotionBlinds.com first and foremost, that’s where you can learn more about our, again, everything we’re doing on the motorization side. You get a good feel for our branding as well, kind of how we position ourselves. So if you’re a dealer, designer, fabricator that wants to leverage that with your clients and have maybe a little bit of a unique offering in the market, you can get a feel on MotionBlinds.com and then Coulisse .com as well. So those are the two best places. If you have LinkedIn, Coulisse is very active on LinkedIn, think just about daily posts going on. So you can always stay up to date with us there, at the trade shows like sun shading expo. We’ll, we’ll always be there. and then for myself, just, you know, my email, joe.estrada@coulisse.com Will Hanke (40:13) Thanks. Joe Estrada (40:24) and again, we have representatives all throughout the country, all throughout the world. So that that service their areas, you have local representation, that know their markets intimately. And so no matter where you’re at, no matter at what point of the chain that you’re at, if you get in touch with us, we’ll get you in the hands of the right person and you help us sell more Coulisse Will Hanke (40:45) love that. Thanks again for being on the show. I think we’ve learned a lot, both about lease and trends that are going on, what you guys are focusing on. Any final thoughts for fabricators, dealers, or designers that want to stay ahead in this industry? Joe Estrada (40:49) Yeah Yeah, don’t be so afraid of change, right? Our industry is changing a ton right now. I think embrace that. Find your lane, lean into your strengths. And if you’re looking for somebody that’s going to take a little bit more of a partnership approach, you know, a lot of the fabricators, they are family owned. That’s one thing that’s interesting. As a supplier, you know, we are also family owned. So I think there’s levels that we can connect with each other that might be a little bit different. And if you feel stuck, if you feel like, I’m just, I’ve been doing the same thing for a while. It’s not yielding the results that I want. need something a little bit different, maybe a little bit fresher. Get in touch with us at Coulisse . We can show you at least what we can do. And then the decision is yours from there, whether or not you want to move forward. So, yeah, use us, use us for all the things that we have to offer. We’d love to be a partner if we’re not already. Will Hanke (41:48) Awesome. Well, that’s a wrap on today’s episode of Marketing Panes Huge thanks to Joe Estrada for joining us and sharing such valuable insights on innovation, modular systems, and smart shading tech. If this conversation gave you even one actionable idea, do us a favor. Share it with a friend in the trade and subscribe so you don’t miss our next episode. You can find us on YouTube, Spotify, iTunes, or at our website, Window Treatment Marketing Pros. Thanks for tuning in and we’ll see you next time on Marketing Panes. Joe Estrada (42:22) Thanks Will. TRANSCRIPT Will Hanke (00:00) Welcome to another episode of marketing panes the podcast where we talk with real window treatment and awning professionals about their marketing, innovation and business growth. I’m your host, Will Hanke. And today we’re diving into the world of smart shading and innovation with guests who knows this space in and out. Our guest today is Joe Estrada, account manager at Coulisse distribution, serving the Northeast and Midwest regions of the U S. Joe partners with custom windows shade fabricators to deliver innovative, high quality solutions, especially in smart shading through technology called MotionBlinds, which we’re gonna dig into a little bit today. With a focus on responsive service, long-term relationships, and empowering trade professionals, Joe helps clients stay competitive in a fast evolving industry. We’ll be talking about how technology is reshaping the market and the evolution of modular systems, and what’s next for dealers and fabricators in the smart shade era. Joe, thanks for being on the show today. Joe Estrada (01:07) Absolutely. Thanks for having me Will. Will Hanke (01:09) Yeah, glad to have you. So for listeners who don’t know yet, can you share a little bit about your background and what you do at Coulisse Distribution? Joe Estrada (01:19) Yeah, yeah, so you touched on it. So I’m a sales rep for Coulisse . I’ve been with the company just a little over a year and a half, coming up on almost two years now, serving primarily the Midwest and parts of the Northeast. So our team, we have coverage throughout the whole country here in the U.S. as well as Canada, and then making our way down to Central America and South America as well. So we have local representation in kind of every corner of the country. and my portion is the Midwest and a few accounts of the Northeast as well. Will Hanke (01:50) Nice. I heard a rumor this was your first podcast. Joe Estrada (01:54) It is, it is. think I was joking with you. I, I’m about a daily listener of some kind of a podcast, especially when I’m traveling. but this is the first one that I’m on. So you’re you’re kind of like an adult Santa Claus, you know, Santa Claus for adults making my, little dream come true here. So thanks again. Will Hanke (02:08) ⁓ too funny. What made you say yes for joining us today? Joe Estrada (02:12) Yeah, so ⁓ obviously having the opportunity to share some of the exciting things that we’re doing at Coulisse , especially in evolving landscape in our industry right now. And you guys, the R+T group, you yourself, have always been really, really ⁓ kind to us at Coulisse So when the opportunity presented itself, we felt we had to jump on top of it. I guess you guys are stuck with me. So. Will Hanke (02:35) Yeah. Well, it’s great having you here today. So let’s talk a little bit about Coulisse . I’d love to know what sets Coulisse apart from the other component and fabric suppliers in the window treatment space. Joe Estrada (02:49) Yeah, yeah, so I would say one thing that’s kind of unique about us is we are a global one-stop shop. So whether it’s components, hardware, our collections, and our own motors, we are a true, we sell a true system. So obviously you can take the parts that you like if you don’t want or need the full system, but really the beauty in what Coulisse offers is our system approach. ⁓ And we’re going to dive a little bit deeper into that, but I would say that’s something that’s unique. and then I think our look, our feel kind of our marketing, our branding is a little unique to us. I’m obviously a little biased, but I think we do that part of, the business really, really well. so yeah, a few things that we offer that are unique in that sense. Will Hanke (03:30) Yeah, as a marketing guy, always paying attention to that and I see you guys everywhere. So you’re doing a great job there. Yeah, yeah, very good. Well, let’s jump in. I want to talk about the absolute roller. What is it? How does it serve as the foundation for your product lineup? Joe Estrada (03:35) Yeah. Yep. Thank you. Yes, so we are absolute roller 2.0 system. That is it’s a modular concept, right? So the terms that our engineers like to use is it’s kind of like working with Legos. So interchangeable components and hardware. You don’t have a right and left bracket, for example. And you can go from our essentially what, you know, for lack of a better term, our dumbest system, our chain manual operated system to our smartest motorized. motion blind system just by removing the mechanism, the chain clutch mechanism or what some people would call a clutch and replacing it with our motor. So the tube sizes are the same, the deduction sizes are all the same. ⁓ So obviously that’s handy if you’re upgrading a shade that maybe somebody bought years ago or maybe they’re going to buy now if they’d like to upgrade at some point in the future. But it really makes it easy for the manufacturers to work with as well. So a lot less SKUS and components to work with. ⁓ And obviously we have different sizes, whether it’s a small, medium, large size, depending on the configuration and the control. ⁓ But the modular concept of it makes it user friendly, not only for the fabricators or the manufacturers, but also the installers and then eventually the end users as well, especially when you’re talking motionblinds. Will Hanke (05:04) Yeah, and I can assume with that modular approach, the inventory management side of things is easier as well. Joe Estrada (05:10) Yep, yep. actually an introduction into our space last year, I got an opportunity to work on a bid for a company and they sent me the existing system that they were using and had said, hey, here’s all the components and hardware and everything that we buy, tell me what your equivalent would be and kind of how that would look differently. And that’s when I really, the advantage of the modular concept kind of sunk in for me because we talk about it a lot internally. But when you’re looking at a list of you know hundreds of components and SKUs and I’m using the same 30 40 50 SKUs essentially for the whole thing That’s when it really sunk into me like wow if I was owning the fabrication business ⁓ Especially everybody has a limit on space some some really big some small But everybody’s trying to make the most of the space that they have and they’re in their facility That’s a real big advantage to using a modular concept like what Coulisse offers Will Hanke (06:04) That’s great. What are the benefits for like dealers and workrooms when it comes to the system? Joe Estrada (06:11) Yeah, very similar. for dealers, it’s easy to install. So if the dealers are paired with the installers or have their own installers, our hardware is very, very easy to use. Again, you’re not worried about a right versus a left and having any errors or issues there that you have to fix. ⁓ For workrooms, it’s similar to a fabricator, right? Depending on where the workroom gets it or starts working at it on the product in the process. Again, fewer SKUs. the tube sizes are all the same. ⁓ so yeah, you don’t have to familiarize yourself with a bunch of different series or systems all under our umbrella. You get used to that system and it’s a little bit easier to work with from there. Will Hanke (06:54) that’s great. I love that approach. I think it’s a lot easier for the end users, as you said, when it comes to figuring out what they need. And you’re probably cutting down on the amount of things that they have to order as well. Joe Estrada (07:05) Absolutely. Yep, just because there’s fewer SKUs ⁓ and then yeah, you really notice it with our motorized products because we have a QR code kind of system to set them up. So you don’t have to familiarize yourself with these elaborate, you know, softwares or apps. So if you’re not super techie, as long as you know how to use the camera on your phone and a QR code, which most people by now are pretty familiar with. Will Hanke (07:30) Yeah. Joe Estrada (07:31) You should be okay setting them up yourselves if you choose to do so. Obviously any installer that has a little bit of experience in our industry, it’s going to be easy for them too. So yeah. Will Hanke (07:42) That’s awesome. I’d love to kind of jump into the motorization since you mentioned that ⁓ it’s tech that’s turning heads across the industry, especially the motionblinds. So tell me a little bit about those. Joe Estrada (07:56) so anywhere you see Motion, it’s funny, so my first introduction to the industry was really at R+T Stuttgart last year. I hadn’t even been with the company, I don’t think two months, so talk about drinking from a fire hose as your first event. But I was really, really thankful for Will Hanke (08:08) Yeah. Joe Estrada (08:12) it, and our booth was MotionBlinds branded. And so a lot of people kind of came over and said, hey, we heard the Coulisse booth is over here, know, where are you guys? And we’re like, you’re right here. So when you see motionblinds, that is just Coulisse ‘s motorization line, right? That is our own brand of motorization. So we have our regular Bluetooth motors that have been around for a handful of years now for a while that everybody’s probably really familiar with. And then we have our newer smart motors, our Eve motionblinds. So a lot of folks are probably familiar with what Eve is. If you walk into a Best Buy or Apple store, you’ll see their products. They’re like a smart home company, I would say. So that, and then we do have a comprehensive wired motor program as well for kind of the contract space and the new build space. So a fully comprehensive line of motorization kind of no matter where you’re at as an end user, whether it’s just a homeowner or you’re building a new home, building a new building. So yes, and because of the nature of just scanning the QR code to set up your shades. It’s 100 % data private, so you don’t have to create accounts, you don’t have to give up your email and phone number and address and rights to your first child, you just scan the QR code and go. So again, kind of that user-friendly term is something you hear us throughout there a lot, but it’s not just something we talk about. Once you start playing with it, you really can feel the difference between maybe some of the other systems out there. Will Hanke (09:33) Yeah, I have some experience with that with some ⁓ security cameras at my house. You just you just shoot the QR code and it just pulls that right in really quick. Yeah. Joe Estrada (09:41) Exactly, exactly. so and with so thanks for mentioning that well on the on the smart home process or conversation, our Eve motionblinds, those can be integrated into your smart home or your smart building. So they’re compatible with the Apple platform, Google, Amazon and Samsung. And our our motors are matter over thread. So matter is just essentially the smart language that a lot of these smart devices speak to each other. And then the thread network is a mesh network. So the more wired or plugged in devices that you add to it, the stronger that network gets throughout a home or throughout a building. Whereas, you know, on Wi-Fi, the more you add to it, the more juice you’re sucking out of that network. you know, wireless shades don’t necessarily strengthen that network, but anything that’s plugged in or wired will. ⁓ So matter over thread is the system that our EVE motionblinds work on. Will Hanke (10:36) Yeah, and I know Amazon does something similar to that with their sidewalk, ⁓ where multiple Alexis, for instance, talk to each other. That’s always nice to have that additional kind of boost. Joe Estrada (10:48) Yes, and you know, a lot of people think smart is just motorized, right? You can set a timer or set end limits. Really, what smart means is that your environment ⁓ can react without you needing to do anything, right? So you can set scenes or automations based on weather, time of day, ⁓ internal temperatures, the glare of the sun. Your smart home works around you the way that you would want it without needing to do anything. That’s kind of what makes it smart. And so that’s kind of the key difference between a regular Bluetooth motor and say like the Eve MotionBlinds. Will Hanke (11:21) Yeah, I’ve mentioned on a lot of my podcasts and I’m kind of a smart home nerd. And when people come over to the house, they’re always like, Joe Estrada (11:25) Yep. Yep. Will Hanke (11:29) Whoa, that just happened. So how do you think the smart piece is going to evolve in the next 12 months? Do you think it’s going to be optional for installs or you think more people are just going to want it? Joe Estrada (11:30) Hahaha Yeah, that’s a great question. I believe the timing is anybody’s best guess, right? We have kind of chosen to be on the front end of it. We kind of got out in front of this maybe a couple of years earlier than most. ⁓ Right now, it does seem pretty optional, right? But the more people that you talk to, the more you realize smart homes are becoming kind of the norm for lot of people. I was telling you, Will, we were in the Netherlands last week for our annual global sales meetings with Coulisse and our home office there in Enter. And the eastern part of the Netherlands and on the way home I sat next to a guy who has a full smart home was familiar with matter-over-thread So that’s the first time that that’s happened where I’m just kind of striking up a conversation with somebody and they really know what’s going on so I would be surprised in the next 12 months 24 months 36 months that starts to become more of the norm and eventually whether it’s in a couple years five years ten years or more a Smart home is going to probably be Will Hanke (12:25) Okay. Joe Estrada (12:42) somewhat of the standard. And depending on all the estimates that you see out there, you know, by 2030, there’s some estimates that, you know, anywhere from a third to half of homes will be smart homes, at least have smart capabilities, right? And smart shades are going to play a bigger and bigger part of that moving forward. Will Hanke (13:03) Yeah, when it comes to the smart shades, what do you think? What do you wish more dealers knew about those? Joe Estrada (13:10) Yes, ⁓ obviously, know, so like for our concept, for example, just by changing one clutch to a motor, not much about the shade is changing, but the revenue. So your average, you know, your average cost per shade is going to go up usually by about three X, roughly, roughly speaking. And then typically your profit margins on a motor are a little bit better than, a chain clutch as well. The chain manual operated shades are something that the really, really big guys do really well and they’ve done really well for a long time. And they have certain advantages that maybe some of the smaller fabricators or smaller work rooms just can’t reach like they can. But motorized shades are still kind of, are still growing in our industry. So not only can you raise the average price per shade and make yourself more revenue by selling the same amount of shades or hopefully more, obviously. But there’s a lot of opportunity that’s out there for the taking. So it’s as we enter kind of a new landscape, there’s a lot of clients that are looking for something that they maybe wouldn’t have been interested in before because they already had a manual shade that came with the house or apartment that they bought or whatever. But as more folks are looking for a motorized shade, that’s where a lot of opportunity is going to be there to eat up those customers at a higher cost per shade and a higher profit margin from what we see with our clients. Will Hanke (14:31) Yeah. Right. Yeah. As consumers get more into the smart home world like me, ⁓ we have obviously installers that are putting this stuff together and they kind of have to know what is going on. On the troubleshooting side, like what’s involved there? Is it easy to troubleshoot the motionblinds or is a lot of additional knowledge required? Joe Estrada (14:53) No, it’s very simple. every motor will or every motor I shade will come with a kind of a setup guide and a troubleshooting guide. And it’s usually just a handful of steps, right? If all else fails, if something’s wrong with your shade, you just reset it and reprogram it. And you can program our motors in three ways. So you can do it right from the shade itself, right from the motor. You can do it with the remote or you can do it from your phone with the app. So we like to give clients, dealers, designers, whoever’s programming that shade, the option to do it how they would like to. Will Hanke (15:17) Okay. Joe Estrada (15:23) And then we also have a relatively new motion blind chat bot that you can go on to as a consumer, a dealer, a designer, an installer, ask it your questions, or even follow some of the prompts to get specifically to the shade that you’re working with. And 80, 90 % of the questions that you have, that chat bot is going to be able to answer for you. Over time, the goal is 99.9 % of the questions, so. Will Hanke (15:45) That’s awesome. Joe Estrada (15:49) Just like any LLM, it’s being trained right now ⁓ and getting better by the day. And then obviously for fabricators, ⁓ they have their sales rep like myself, ⁓ based on where they’re at throughout the country or throughout the world that they can go to for, hey, I tried the chat bot, I’m trying to reset this thing. And for whatever reason, there’s still an issue, you can lean on your sales rep and we’ll help you out as well. luckily with the… the user friendliness of the the motionblinds and just the entire system. We don’t get a lot of those calls because they usually kind of are able to self correct one way or another. And then with the chat bot, that has really been a huge tool and we use it a lot internally too to kind of test it. You know, how accurate is this? And so far so good. Will Hanke (16:33) That’s huge. And that is leading edge stuff. I probably had three AI questions yesterday on different sales calls. Everybody’s starting to use it. Our clients are starting to get referrals from Chat GPT. Joe Estrada (16:40) Yeah. Yep. Will Hanke (16:47) So having that system in place, teaching it how to answer questions is just going to make the installers especially, or the dealers, that whole thing a lot easier for them. Joe Estrada (16:56) Yeah, and it’s funny you say that. I was just listening to a podcast the other day. there’s actually a lot of data that’s coming out that, especially the younger generation, so Gen Z and the really, really young millennials, a lot of us, if you’re looking for a service, a product, or whatever, a lot of times it would start on Google, right? A lot of those conversations or those prompts or those searches are now starting on chat GPT, like, hey. I’m looking for the, I don’t know, the best motorized window dealer in Detroit, Michigan or whatever. Those prompts are now a lot of times starting from chat GPT. as I think just kind of a personal opinion, as you see those guys try to monetize their platform a little bit more, I’m sure you’ll see a lot more direct links or click to go check out that product that you just did your search for. So yeah, I think that’s just kind of. a normal part of everyday life and will be more so moving forward. Will Hanke (17:51) Yeah, that’s awesome. ⁓ I know that you had mentioned that Coulisse is really committed to empowering fabricators instead of competing with them. ⁓ How does that look like in practice? What does that look Joe Estrada (17:58) Yep. Yep. Yeah. Yeah. So we don’t have a retail outlet, right? So it’s funny at our shows, we always do an amazing job with our booth. Again, I’m biased, but if you’ve ever seen one, you know what I’m talking about. And we get people that come up to our to our booth constantly like, hey, these are awesome. Where’s your website? Can I order them right now? We don’t have a retail outlet per se. So we really empower our fabricators to be the the engine of us getting our products into the end user’s hands. So, ⁓ you know, like we have the Sun Shading Expo coming up here in a few weeks in Indy, that first week of November. And it’s inevitable we’re going to get some dealer, designer, architect leads that come from that. And we refer those, preferably, to somebody locally in that community. So we’re pairing a local, call it dealer, with a local fabricator. It’s a win-win ⁓ of somebody that makes the certain system or shade that they’re looking for. So we really empower our fabricators and are a true partner to them to try to help them grow their business because what’s good for them is obviously good for us too. ⁓ So everything we do, we kind of look through as the lens of a fabricator of how can we do things better or a custom workroom. ⁓ How can we do things better to help them do their business better and grow their revenue. Will Hanke (19:07) Yeah. Yeah, yeah. In a world of direct to consumer pressure, ⁓ why is that B2B balance and loyalty so important for Coulisse ? Joe Estrada (19:33) Yeah, so, you know, it all starts with the partnerships and, know, a lot of these companies that we’re working with here in the US, our industry is a very, very old one, right? Windows are very, very old. So there’s a lot of clients ⁓ or fabricators, workrooms that have done a really great job of building their own networks, right? Of dealers and designers. It’s taken sometimes several decades for them to build the ecosystem that they all have. So by creating partnerships with them and getting our products to them, we could take advantage of what they have built to a certain extent as opposed to trying to go right to the end user and try something new that we’ve never done We kind of see it as we’re really good at what we do. We have a unique system that we can offer. And so now it’s just, hey, let’s get that system or at least parts of that system into the hands of as many workrooms and fabricators as possible. And that will eventually lead to more end users, more, you know, architects, more building owners buying our products as a result of that as well. Will Hanke (20:36) Yeah, that’s a smart model. Any advice that you’d give to other supplier brands that are trying to balance growth with these strong relationships? Joe Estrada (20:46) Yes, so I mean, think at the end of the day, all comes down to, know, assuming you have a competitive product and a competitive price people buy from from people they like and trust, right? So if you’re always the most likable and trustworthy one, ⁓ even if there’s bumps along the road and you create that true partnership relationship with your clients and vice versa, you’re going to lean on each other, right? And look for solutions as opposed to, hey, here’s this problem. Now what do we do? Well, we know what we’re going to do. We’re going to find a solution together that’s a win-win and move past it. And the other thing, I think you just focus on what you’re good at, right? Lean into what you’re really good at. Whether it’s a person or a company, we all have strengths and weaknesses maybe. ⁓ lean into what you’re good at. And for us, that’s the B2B market. And our partners here in the US and all over the world. have helped us grow our business in a really sustainable and meaningful way. You know, we’re still owned by the same two brothers that started our company, know, 33 years ago now. And they’ve always kind of done things in a similar way just in terms of partnerships and relationships. And, you know, the results and the success speaks for itself. Will Hanke (21:58) I’d love to talk a little bit about inventory and supply. ⁓ You mentioned inventory levels are pretty strong right now, especially on fabrics and solar screens. What’s behind that strategy? Joe Estrada (22:11) Yeah, so that’s always kind of been the coolest way we, you know, there’s some nuance there, but we always try to keep at least six to 12 months or more of our key SKUs. So whether it’s our key fabric or our solar screen SKUs, our key motors, key components and hardware from the absolute roller system, you know, depending on who you talk to, you get a different number, but our on time delivery rate is anywhere from about 95 to 98 % here in the U S depending on the year. So that’s something that we’re really, really proud of. And as certain things may be changing the industry and you see certain thought processes wanna get leaner and leaner on the inventory side for a various number of reasons, we’re kinda going the other way. And that’s really due to our leadership here in the Americas and our owners keeping their commitment to our clients where, ⁓ especially during COVID, everything got a little crazy, right? But a lot of people lost a lot of money and a lot of opportunities and created a whole lot of extra headache that… that they maybe didn’t need just because of out of stocks and not having the inventory when your partners need it. So that’s something that, and our warehouse team is amazing. We have the right processes in place. So we’ve done a really great job of balancing, hey, you’d never want too much inventory, right? You have to move it, you have to sell it, and you don’t want wasted space. But we really, really have out of stocks. And if we do, it’s usually, it’s going to be here in a week or two. It’s not. You know, I’ve heard some horror cases maybe six months or more. And at that point, if you’re the work room or the fabricator or the dealer, you’re going to have to reselect. And so if you have to reselect, ⁓ not only is that going to cause more headaches and issues, obviously, but time kills deals. So the longer you stretch that, that, that deal or that opportunity out, the more chance there is for something to go awry and you lose that opportunity, which is just lost money, which we don’t want for anybody. So, Will Hanke (24:03) Right. Right. Joe Estrada (24:04) Kudos to our leadership and to our owners for staying committed to doing things that way. And when you’re owned by the same guys that have built everything, I think it makes that easier to kind of stay true to that in the face of a number of issues kind of in and around our industry and the world globally. Will Hanke (24:20) Yeah. As a vendor, you’ve always got to play the balancing of the supply chain, right? you know, do you see, more people making purchasing decisions based on availability over brand loyalty now? Joe Estrada (24:25) Yep. Absolutely, in both, but absolutely to the first point of availability. Just speaking for myself, my own clients, I know of a handful of opportunities that I think we would have, you know, I’d like to think we would have eventually gotten to have an opportunity at closing those deals. But some of them that are coming our way more and more because they’re recognizing the difference between us and maybe some others of being able to deliver. on time at that, call it high 90 % rate where others can’t. And if it isn’t out of stock again, like it happens, right? It’s not a hundred percent, but if it’s a week or two, everybody can deal with that when it’s several months. That’s when it starts to become really, really challenging. So, just speaking for myself, I can, you know, just off the top of my head, I’m thinking of three or four opportunities that have come up this at the end of last year and this year so far, that I’m not sure we get them as quickly as we did. If not for, essentially them trusting us to be able to deliver for them on time more than let’s say who we’re competing against. So yeah, there is a true business advantage to it. Absolutely. Will Hanke (25:35) Yeah. Yeah, yeah. So a lot of our listeners are dealers. How do you think they can learn from how Coulisse is approaching the supply chain and stocking differently today? Joe Estrada (25:50) Well, you’re dealers and designers love us, I think more than anybody, right? Because we just are our branding, our marketing is very, very good. Just our style. ⁓ It’s very, very, ⁓ I would say modern. It’s very, very fashionable. So ⁓ dealers, dealers and designers, designers, think love us as much as anybody. ⁓ So in terms of what they can learn from that, I think it’s just, again, kind of building that partnership approach and attacking it from a partnership approach, not being so transactional with everything. and then leaning into what you’re good at and, being reliable, right? Say what you’re going to do and then do what you’re going to say. ⁓ and I think Huliss does an amazing job at doing that. And it makes our job as a sales rep really easy because you know that what you’re telling your clients, you can actually stand on it and your, teammates are going to do what’s necessary behind you to make sure that what you’re telling them comes to fruition. So, having that team approach. and just being reliable, no matter at what point of the chain of the process that you’re in, I think will yield really, really good results for you on the business side. Will Hanke (26:56) It’s great that you have that awesome support. mean, it sounds like you got a great job. Joe Estrada (27:02) ⁓ I do. do our team, you know, again, kind of going back to Chris and Maurice, they’re the two brothers. ⁓ it, Coulisse feels like one big family. So we’re a global company. We’ve got offices all over the world and representation all over the world, but we were all just together, you know, in, in a small little farm town in Eastern Netherlands last year. And it feels like one big family. So, ⁓ if I ever need engineering’s help, if I ever need marketing’s help, if I ever need to contact the warehouse supply chain, I know who to contact and who to get a hold of and they’re always willing to lend a helping hand. And when you’re a global operation, a lot of people working remotely, you’re traveling all over the place, you have clients all over the place. It’s impossible to do this thing well if you’re not doing it as a team. So very thankful as a salesperson, makes my job much easier, which I really appreciate. Will Hanke (27:36) Yeah. Yeah, for sure. Yeah. So speaking of staying stocked and ready, let’s look at where Coulisse will be showcasing these innovations next. You mentioned earlier the Sun Shading Expo. Tell me about what you guys are doing there. Joe Estrada (28:06) Yes, so we will have our ⁓ booth like we always do and we will have all of our products on display. So we kind of separate it by, you know, we’ll have like a child safe by design table, which I actually haven’t jumped into just yet. It’s a, you know, child safety has been a huge topic of conversation the last few years all around the world, but especially here in the U.S. So we have systems, mostly our twin pull, our balanced roller, our zero gravity system. and our motionblinds obviously that are child safe by design, right? So you don’t need a tensioner device ⁓ or something additional to make it more child safe. We have those solutions as well for our manually operated shades, but we will have them all separated. So we’ll have a child safe by design table. We’ll have a motionblinds table. We’ll likely have a wired motor, a wired motionblinds table, some of our manual solutions. We’ll have our entire US. ⁓ fabric collection on display. And then we’ll have all the individual components, hardware, motors as well to kind of get as granular as we need to with a fabricator or installer or even a dealer maybe. ⁓ So whether you want to see the really pretty finished products that everybody comes over and wants to buy a bunch of right away, or you want to look at the little bits and pieces, we’ll have it all. ⁓ And we’ll have coffee, we’ll have water. I think in the afternoon we usually switch it to the good stuff, the beer and wine as well. Will Hanke (29:31) Okay. Joe Estrada (29:31) If you’re going to be at Sunshading Expo, you have to come see the Coulisse Booth Will Hanke (29:35) I guess I know where I’ll be in the afternoon. Any sneak peeks that you can share with the audience? Joe Estrada (29:38) That’s right. Yeah, that’s right. Yes, so we do have something that’s new with Coulisse is our absolute silent program that we will be kind of rolling out, call it next year. ⁓ So the first part of that is a silent bracket for our cassette, our medium sized cassette system. ⁓ So what that is is with our motorized shades, everybody’s always trying to, hey, how do we make the system, especially if it’s in a ⁓ cassette or if it’s in ⁓ fascia, ⁓ how do we make it quieter? How can we make it ⁓ even more quiet for the end users, right? Especially if it’s in a bedroom or so. ⁓ We’re always making tweaks to the motors themselves to make them quieter and quieter. And then we also are going to have the bracket, for example, that’s for lack of a better term, enhanced with some additional ⁓ advantages on it. ⁓ that will help make the system quieter. ⁓ So eventually we’ll have a ⁓ silent crown and drive as well that can be included. So I kind of anticipate the silent components just kind of overtaking maybe some of the other components that we’ve sold previously for our motionblinds. ⁓ But again, we’re about giving clients the option so that option will stay there. I know I will be pushing my clients to use those silent components. just to give the end user an even better experience, right? If it adds an extra 10, 15 % enjoyment and satisfaction to the end user’s experience, I think it’s worth it. Will Hanke (31:20) Yeah, you and I lucked out this year because it’s in the Midwest. We don’t have far to go, right? Joe Estrada (31:25) That’s right. I know. I know. I told, ⁓ I told our team down in Miami, bring their coats and their scarves and their winter hats. So I’ll have some, I’ll have some hot cocoa waiting for them when they get up North. ⁓ and then the, the, the other thing too, sorry, we’ll is, we’ll have our wired motors. we have kind of a new comprehensive wired motor program, mostly for the contract market, but also for the residential market, especially a new build. We’ll have those on display as well. So if you’ve always, you know, if you’re an existing client with Coulisse . Will Hanke (31:31) Right? Yeah. Joe Estrada (31:53) You’ve always wanted to work with Coulisse so you’re just interested in what we are doing on the wired motor side. Come stop by and we can show you that new program as well. Will Hanke (32:01) Yeah, so definitely stop by the booth for some goodies and ⁓ what’s going on. Why do you think the Sun Shading Expo is important to our industry right now? Joe Estrada (32:05) That’s right. One, you can, know, especially we were talking about AI earlier, I think more and people are working remotely, myself included. No matter what, it’s still a people business. It’s still kind of a contact sport, right? So anything that gets people together from the industry, you’re going to have fun, right? But you’re also going to make a lot of progress on the business side. You can exchange ideas. ⁓ It’s kind of good to see, hey, what’s our competition doing, right? That’s a great opportunity for us to see what they’re doing. What are they highlighting? ⁓ But it’s a… One place where you can meet clients, you can meet prospects, you can get in front of new people that maybe don’t know as much about you, or who, you hey, you always get the most out of who and what somebody is in person. ⁓ And then all the different learnings that are available, right? I’m new to the industry, so anybody that’s new, there’s a lot to learn. ⁓ Even though the industry feels smaller and smaller by the day, there’s still a lot to learn, not only about, you know, your own stuff. but what everybody else is doing as well. So if you want to crash course and to be incredibly efficient, a trade show like Sun Shading Expo, there’s no better place to be for a week to again, kind of drink from a fire hose, all things window coverings. so Will Hanke (33:24) Yeah, yeah, and it’s massive. I’m blown away how big it is. Joe Estrada (33:27) It is. Yeah, no, absolutely. It’s again, I think it’s really cool that it’ll be kind of centrally located in Indianapolis and the fact that it moves around to different locations throughout the country is is a huge advantage, I think. Will Hanke (33:41) Yeah. Yeah. So what are you most excited about in the months ahead? Joe Estrada (33:46) Yes, motionblinds for sure. We are incredibly bullish on that side of our business and where we want to go with that. ⁓ Here in the Midwest, for me, there’s a ton of opportunity on the motion blind side just because we’re still a relatively newer region for Coulisse . We’re a 33-year-old but we’ve only been in the US for about, call it 13-ish years, 13, 14 years. So the sky is still the limit for Coulisse all around the world, but especially here in the US. So what we’re doing on the motion blind side and just on it with motorization in general, and we’ve got some stuff maybe in 2026, 2027 that’ll be coming out as well. Incredibly bullish on that side of our business, but on that side of the industry, I think you’ll see, I forget exactly what it was, but there was a link that was shared that I think it was some event with Apple. where they spoke about Eve and they spoke about kind of smart home stuff and they had kind of a segment where they highlighted smart shade specifically as an industry. So ⁓ I think it’s as exciting of a time as ever to be in our industry and you’ll see a lot of cool stuff on display here in a few weeks and moving forward. Will Hanke (34:57) Yeah, that event is November 5 through 7 in Indianapolis and there are tickets available. We’ll put a link in our show notes below if anybody needs to get, grab some tickets, we’ll be able to do that. Love to talk just real quick about yourself a little bit. What’s something outside of work that keeps you creative and grounded? Joe Estrada (35:03) Yes. Yeah. grounded my friends and family that bust my chops constantly. So probably them, but no, I’m a husband, father, and a dog dad. Great group of friends, great group of colleagues. I would say you could add my colleagues to the bunch that keep me nice and grounded as well. ⁓ But as I get a little bit older, I’m playing less and less of the, you know, no more basketball and football. now golf is kind of my new obsession. ⁓ Will Hanke (35:23) you There you go. ⁓ Joe Estrada (35:45) that, that drives me nuts because just like most people that play it, I’m, not, I’m, I’m not all that good yet. So, ⁓ if I’m not doing that really just spending quality time with my friends and family. ⁓ I’m actually headed to, ⁓ to a wedding this weekend down in Cancun for, ⁓ me and one of me and my wife’s dearest friends, getting married down there. Will Hanke (36:01) Okay. Joe Estrada (36:04) So the older you get, the more responsibilities that are kind of thrown your way, the less of those types of opportunities you get. So, ⁓ I’m incredibly excited about that. So and it’s a little sunnier down there than it is up here in Grand Rapids, Michigan this time of year. So just a touch. Will Hanke (36:19) Little bit. I’m headed off to Miami next week for a conference, so it’ll be nice and warm there as well. ⁓ Joe Estrada (36:26) Ah, yeah, and hey, you know, while you’re down there, if you want to see the Miami is where our US headquarters is for Coulisse , if you want to see the office, the warehouse, the showroom, you let me know and we’ll get you set up for a nice tour down there and we’ll give you that. We’ll roll out the Coulisse red carpet for you. So. Will Hanke (36:37) nice. That would be great. What trends do you see like shaping the industry over the next three to five years? Joe Estrada (36:49) Motorization for sure, smart shades for sure. ⁓ It’s interesting kind of what’s happening in the exterior space, right? Since COVID, I think a lot of people have jumped into that space and there’s a lot of cool stuff happening there. ⁓ But I think motorization and then AI as well, ⁓ not only just on like the actual product side, but how businesses are going to use AI to empower their employees. So I think a lot of people get a… Will Hanke (36:59) Yeah. Joe Estrada (37:16) you know, get kind of scared when they hear AI and how it may replace them. I think the better way of looking at it is like, how can you help it? How can you use AI to do your job even better and be even better at whatever it is that you do? So that’ll the effects will vary depending on what it is that you do. But I know at Coulisse we are kind of always looking to be trendsetters and stay ahead of the game, especially with new technologies. And it’s no different ⁓ with AI. So. At our meetings last week, we got to learn a little bit about how our leadership and how our ownership is going to help empower us with AI and help us all do our jobs better and reach our goals by 2030 and beyond. So just kind of the, just like every industry, think right now it’s technology, it’s AI. In our industry, our company’s no different. So motionblinds for sure, Eve motionblinds. And then how we’re going to leverage AI to continue to grow Coulisse here, you know, in the States and abroad throughout the world. Will Hanke (38:12) I think that’s really smart of vendors to kind of embrace that. As a user of AI, an end user, I think you have to get over the fact that it is going to replace everything that you do. Once you kind of, there’s like a hump, right? Once you realize, oh, it can do that for me, oh, it can do this, then the whole world opens up and you’re like, oh my gosh, this is amazing. Joe Estrada (38:29) Yes. Yeah, and you know, just kind of on the sales side or on the marketing side, I think it’s just gonna make the great sales reps and great marketing reps amazing. I think it’s gonna make the good great because you can just, you’ll get more output with the same or less input, right? So yeah, I think, hey, what could go right? What’s the pro here? Not just looking at all the cons. And how can you use this to do your job better and help your company? And again, I’m thankful that, you know. our company is thinking forward for us and empowering us, hey, this is how you can use this to do your job better, to service your clients better. So yeah, if you’re an existing client of Coulisse or you will be here shortly, I think you’ll see some of the things that we’re doing make your life much easier, much smoother. It’ll save everybody time and it’ll be a good thing moving forward. Absolutely. Will Hanke (39:24) Yeah. Well, Joe, this has been a great conversation. I really enjoyed it. Before we wrap up, let’s tell listeners how they can connect with you and Coulisse . So what is the best way for them to learn more about Coulisse in general or connect with yourself? Joe Estrada (39:28) Yeah Yeah, so on the Coulisse side of things, MotionBlinds.com first and foremost, that’s where you can learn more about our, again, everything we’re doing on the motorization side. You get a good feel for our branding as well, kind of how we position ourselves. So if you’re a dealer, designer, fabricator that wants to leverage that with your clients and have maybe a little bit of a unique offering in the market, you can get a feel on MotionBlinds.com and then Coulisse .com as well. So those are the two best places. If you have LinkedIn, Coulisse is very active on LinkedIn, think just about daily posts going on. So you can always stay up to date with us there, at the trade shows like sun shading expo. We’ll, we’ll always be there. and then for myself, just, you know, my email, joe.estrada@coulisse.com Will Hanke (40:13) Thanks. Joe Estrada (40:24) and again, we have representatives all throughout the country, all throughout the world. So that that service their areas, you have local representation, that know their markets intimately. And so no matter where you’re at, no matter at what point of the chain that you’re at, if you get in touch with us, we’ll get you in the hands of the right person and you help us sell more Coulisse Will Hanke (40:45) love that. Thanks again for being on the show. I think we’ve learned a lot, both about lease and trends that are going on, what you guys are focusing on. Any final thoughts for fabricators, dealers, or designers that want to stay ahead in this industry? Joe Estrada (40:49) Yeah Yeah, don’t be so afraid of change, right? Our industry is changing a ton right now. I think embrace that. Find your lane, lean into your strengths. And if you’re looking for somebody that’s going to take a little bit more of a partnership approach, you know, a lot of the fabricators, they are family owned. That’s one thing that’s interesting. As a supplier, you know, we are also family owned. So I think there’s levels that we can connect with each other that might be a little bit different. And if you feel stuck, if you feel like, I’m just, I’ve been doing the same thing for a while. It’s not yielding the results that I want. need something a little bit different, maybe a little bit fresher. Get in touch with us at Coulisse . We can show you at least what we can do. And then the decision is yours from there, whether or not you want to move forward. So, yeah, use us, use us for all the things that we have to offer. We’d love to be a partner if we’re not already. Will Hanke (41:48) Awesome. Well, that’s a wrap on today’s episode of Marketing Panes Huge thanks to Joe Estrada for joining us and sharing such valuable insights on innovation, modular systems, and smart shading tech. If this conversation gave you even one actionable idea, do us a favor. Share it with a friend in the trade and subscribe so you don’t miss our next episode. You can find us on YouTube, Spotify, iTunes, or at our website, Window Treatment Marketing Pros. Thanks for tuning in and we’ll see you next time on Marketing Panes. Joe Estrada (42:22) Thanks Will.

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