Find partners
The Trusted Technician

The Trusted Technician

Hosted by SBE - Service Business Evolution

BusinessInterviews guests

Episodes

68

Latest episode

Apr 2026

Language

EN-US

About the show

The Trusted Technician Podcast from SBE is a must-listen for HVAC technicians who want to set themselves apart. This short format podcast covers topics from a fresh perspective of increasing trust. We take care of the customer first. Learn the tips and strategies to communicate like a professional while solving problems with 5-star service. Guests will include some of the top-performing HVAC technicians in the country as well as experienced HVAC coaches and trainers.

Listen to episodes

60 recent
April 17, 2026Episode 6723 min

67. Don’t Frankenstein A Process

Eddie from All-Temp in Tennessee to talk about his journey from skeptical technician to fully buying into the process. They unpack the mindset shift that happens when you stop seeing maintenance as “just a tune-up to get through” and start seeing it as the foundation for trust, better customer experiences, fewer callbacks, higher close rates, and more equipment opportunities. Eddie also shares the small process details he resisted at first and how those little things ended up making a big difference.Key TakeawaysA strong residential service process is not about being “salesy.” It is about consistency, customer experience, and making sure no value gets left on the table.Maintenance calls are not low-value calls. They are where trust is built, relationships are strengthened, and future equipment opportunities are created.Technicians hurt themselves when they “Frankenstein” the process by only doing the parts they like. The full process is what creates the result.Small details matter. Offering to grab the homeowner a drink on the call-ahead or slowing down at the front door can completely change the tone of the visit.Following a process gives technicians guardrails, helps them slow down, reduce callbacks, and deliver a better overall experience.Mindset is a major part of technician growth. Eddie shares how he had to stop viewing service and maintenance as “below” him and start seeing every call as an opportunity.The best long-term close rates happen when homeowners already trust you from repeated maintenance visits and consistent communication over time.Follow us on social: Facebook | Instagram | LinkedIn | YouTubeLearn more about SBE at sbeodyssey.com

March 23, 2026Episode 6623 min

66. The Power of Being Coachable

Philip from Incredible HVAC in Virginia talks about his journey from installer to service technician to million-dollar producer. Philip shares how following the process, owning his numbers, slowing down on calls, and staying coachable helped him go from $53,000 in revenue to over $1.1 million in just two years.Key TakeawaysFollow the process. Philip’s growth took off when he stopped just fixing the immediate issue and started fully following the call process from start to finish.Own your numbers. Tracking his own revenue and goals created more awareness, accountability, and motivation.Slow down to do better work. Taking more time on calls helped him uncover more, present more value, and reduce missed opportunities.Stay coachable. Philip credits training, ride-alongs, feedback, and asking for help as major parts of his success.Belief changes performance. Once he believed the process worked and fully bought into it, his results changed dramatically.Growth can happen fast. Philip’s story proves that massive improvement is possible in a short period with the right mindset and habits.Learn more about SBE at ⁠sbeodyssey.com⁠Follow us on ⁠Facebook⁠ | ⁠Instagram

December 20, 2025Episode 6522 min

65. The Call Ahead is a Game Changer

Mackenzie from Snyder's Heating and Cooling in Missouri joins the podcast to share about how training has impacted how she runs her visits. This includes how to get the most out of training, how to do a really good call ahead, and why she is able to sell so many maintenance agreements.Learn more about SBE at sbeodyssey.comFollow us on Facebook | Instagram

August 13, 2025Episode 6434 min

64. Estimates That Close: Why Good, Better, Best Doesn't Lead to a High Close Rate

If you're running estimates for new HVAC systems, this episode is for you. Josh from East Coast Heating and Air joins the podcast to discuss his path from installation technician to comfort consultant, and how your process and how you present solutions can play a larger role in helping customers say “yes.”Josh breaks down what he wished he had done differently back when he was a tech and shares simple, real-world tips to improve your estimate conversations, stand out in the home, and build trust with homeowners, without being “salesy.”Key Takeaways & Tips:You Build the Trust by Being Prepared: Do your homework and make a great call ahead.Make the Time with the Homeowner Count: Go beyond “they’re interested.” Ask who’s making the decision and what matters most: comfort, looks, timing.Ask, Don’t Talk: Great estimates start with good questions. Listen more than you speak.Don't build an estimate, build the right solution that the customer wantsLearn more about SBE at sbeodyssey.comFollow us on social media: ⁠Facebook⁠ | ⁠Instagram

July 30, 2025Episode 6331 min

63. Growth Begins with Mindset: The Key to Becoming a High-Performing HVAC Tech

In this episode of The Trusted Technician Podcast, Derek sits down with Carlos, Residential Sales Manager at Aqua Plumbing and Air in Florida. Carlos shares how he went from a lost young Marine to a high-performing HVAC technician—and ultimately a leader shaping the next generation of techs. He opens up about the mindset shifts that fueled his success, the challenges of transitioning into management, and why asking for help can be a technician’s greatest strength. Whether you’re on your first service call or leading a team, this conversation will inspire you to push past fear, embrace growth, and maximize your potential.Key TakeawaysMindset drives success – knowing your “why” and staying mentally strong separates good techs from great ones.Keep learning and ask for help – proactive learning, training, and mentorship accelerate growth.Focus on people, not just repairs – building trust with homeowners and teammates leads to bigger wins.Learn more about SBE at sbeodyssey.comFollow us on social media: Facebook | Instagram

June 11, 2025Episode 6224 min

62. Selling HVAC Systems is About Process, Not Prices

Joey from Horne Heating and Air Conditioning in North Carolina has worked through installing, running service and maintenance calls, and now has a full-time focus on what he enjoys most...selling HVAC systems. He believes your success comes down to your process, trust, and relationships, and not to your prices.Key Takeaways:Selling HVAC systems in the off-seasonWhat does it mean to have a processWhat do customers want when they are replacing their systemsLearn more at sbeodyssey.comFollow us on socials: Facebook | Instagram

May 21, 2025Episode 6126 min

61. An HVAC Career Built On Taking Care of People

Julie from Anderson Heating & Cooling in North Carolina shares her experience from nearly two decades as a maintenance technician and why she loves running Maintenance Agreement calls. She strongly believes in building trust and taking care of people and their homes.Key Takeaways:Why maintenance calls are her favorite calls.Why her customers trust her so much.How she sells so many systems on maintenance visits.Learn more about SBE at ⁠⁠⁠⁠⁠sbeodyssey.com⁠⁠⁠⁠⁠Connect with us on social media: ⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠Facebook⁠

April 15, 2025Episode 5618 min

60. Ask Good Questions and Talk Less

DJ from Geerts Plumbing & Heating in Iowa joins this episode to share about how he’s off to a great start after the first quarter of the year. He’s learned to ask some great questions and then let the customer think about it and answer. Listen in to hear some of his questions he asks!Key takeaways:It’s not about what you say, it’s about what the customer says, so let them talk.What he’s learned about customers and what they want.The mindset behind setting a big goal and having a plan to hit it. Learn more about SBE at ⁠⁠⁠⁠sbeodyssey.com⁠⁠⁠⁠Connect with us on social media: ⁠⁠⁠⁠Instagram⁠⁠⁠⁠ |⁠⁠⁠⁠Facebook⁠

March 12, 2025Episode 5919 min

59. Don't Pick and Choose Pieces of a Process

Chad from HVAC Comfort in Michigan shares how fully committing to following a process as an HVAC technician has led to big improvements in his calls. Key Takeaways:Changing his mindset about the opportunities that exist and what homeowners are expecting.Understanding the homeowner's goals and concerns.Getting motivated by seeing what was possible.Ongoing conversations throughout the call help to notoverwhelm homeowners Learn more about SBE at ⁠⁠⁠sbeodyssey.com⁠⁠⁠Connect with us on social media: ⁠⁠⁠Instagram⁠⁠⁠ |⁠⁠⁠Facebook⁠

February 12, 2025Episode 5824 min

58. Ask Questions Before Educating Your Customers

Austin from Universal Heating & Cooling in Tennessee joins to share how he enjoys helping his HVAC customers but makes sure to ask questions first before jumping into any type of education mode.Key takeaways:Make sure your customers are up to date on industry trends and changes.Stay consistent by having a way to reset yourself in between calls.Be self-aware about the process you want to follow to make corrections.Learn more about SBE at ⁠⁠sbeodyssey.com⁠⁠Connect with us on social media: ⁠⁠Instagram⁠⁠ |⁠⁠Facebook⁠

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts