ACHR News
search
Ask ACHR NEWS AI
cart
facebook twitter instagram linkedin youtube
  • Sign In
  • Subscribe
  • Sign Out
  • My Account
ACHR News
  • NEWS
    • Breaking News
    • New HVAC Products
    • Featured Products
    • Manufacturer Reports
    • HVAC Data
    • Legislation
    • ACHR NEWS Centennial
  • RESIDENTIAL
    • Air Conditioners
    • Furnaces
    • Residential Heat Pumps
    • Ductless
    • Residential IAQ
    • Testing, Monitoring, Tools
    • Components & Accessories
  • COMMERCIAL
    • Air Handlers
    • Rooftop Units
    • Chillers and Cooling Towers
    • Commercial Heat Pumps
    • Boilers and Hydronics
    • VRF/Ductless
    • Commercial IAQ
  • REFRIGERATION
    • Refrigerants
    • Refrigerant Regulations
    • Leak Management
  • CONTRACTOR PRO
    • Geothermal
    • Homeowner Study
    • VRF and VRV Ductless
    • Unitary Trends
  • EDUCATION
    • Training and Education
    • Business Management
    • Service and Maintenance
    • Continuing Education
    • Market Research >
      • HVAC Brand Awareness Report
      • VRV, VRF, VRVZ Report
      • Unitary Trends Report
      • Water Heat Professionals Report
    • Webinars
    • Sponsor Insights
    • eProducts Info
    • White Papers
  • EVENTS
    • HVAC Contractor Forum
    • Industry Events and Webinars
  • MEDIA
    • Videos
    • AHR Expo 2025 Videos
    • Podcasts >
      • ACHR News Podcast
      • HARDI Podcasts
      • AHR Expo Podcasts
      • ACCA Podcasts
    • Interactive Spotlights
    • Quizzes
    • eBooks
    • HVAC Talkback
  • HVAC GROUP
    • ACHR NEWS >
      • Current Issue
      • Digital Edition
      • Subscribe
    • Distribution Trends
    • SNIPS NEWS >
      • Join SNIPS NEWS
    • Engineered Systems News >
      • Join ES News
    • HVACR Directory
    • Contests
    • Newsletters
    • Contact
    • Advertise
    • My Account
HVAC ContractingNewsBusiness ManagementHVAC Residential MarketGuest Column

For Home Service Business Growth, Planning and Processes are Key

Without planning and processes, contractors waste time, don’t properly allocate resources, and have the wrong mindset

By Mike Disney
My Secret Plan to Rule the World
PLAN AHEAD: By implementing a plan to keep your company on task with defined processes, you find opportunity, reduce cost, reward talent, and have all these processes working toward completing your long-term goals. (Courtesy of Ann H | Pexels)
July 15, 2023

For home service business owners, planning and building processes around everything they manage is the key to their success.

Without planning and processes, they waste time, don’t properly allocate resources, have the wrong mindset, and don’t surround themselves with the people who can help them eliminate roadblocks.

And for the business owners who attended CEO Warrior’s Business Growth Intensive in May, their education began with a simple step: to learn the importance of following a process. It’s through this activity that they kickstart the development they need to scale and grow their business.

 

The Nine Pillars

One of the first things business owners learn as they begin their coaching relationship with CEO Warrior is how to transform their business and lives to further their success.

This starts with an examination of the nine pillars that allow them to change what needs to be changed, know when that change is complete and discover how to measure progress. These pillars are:

  1. Mindset. Leaders are coached to understand how the right mindset will lead to the greatest success, and how this mindset can be developed and fostered.
  2. Skill set. Owners learn what skills are needed for each position in their organization, and how they can ensure they have the right people in place.
  3. Action set. Leadership is trained to recognize whether the people they have in key positions are consistently taking the actions needed to be effective, and how to provide these people with the tools they need to accomplish this.
  4. Clarity. Leaders need to clearly convey their vision for the business, its mission, and its purpose so that employees understand why these business owners take the direction and make the goals they do. This is integral to the big picture.
  5. Alignment. Leadership can compel action and use punishment to drive behavior, but this is only a short-term answer if the employee hasn’t bought into the vision. Make sure employees’ personal goals align with the business’s interest and the company will be successful.
  6. Accountability. Business owners should create an accountability system so employees will know when they’re on the right track. This helps with their internal motivation but doesn’t result in their feeling that their efforts are being micromanaged.
  7. Training. Employees should receive the right training at the right time. Training not only teaches employees the skills they need, but it also assures them that the leadership values them enough to provide this training.
  8. Coaching. In addition to training, providing motivation and focus helps employees get into the best mental space necessary for achievements. This drives company success.
  9. Managing. Management isn’t always about directing employees. It should also encompass how a business owner stays on top of the numbers, provides communication, and helps others access resources.

It’s through the development of these pillars that home service business owners begin to cultivate the specific 90-day blueprint that will allow them to achieve the success they want.

 

Building Marketing Strategies

It takes more than a simple spreadsheet to build the strategies owners need to be successful in their home service businesses. Leaders need to look at how they can build a marketing strategy that will help their companies grow.

To create a successful plan, owners need to understand the environmental factors that either stop or spur sales. This can include external issues, like the economy or the buying cycle. These issues should be included in any marketing plan.

Looking for quick answers on air conditioning, heating and refrigeration topics? Try Ask ACHR NEWS, our new smart AI search tool. Ask ACHR NEWS →

Leaders also need to figure out what sets their businesses apart from their competition: Does your organization have specialty certifications that can drive sales during the shoulder months? What is your company’s culture? Do you understand who your perfect customers are?

And, while you need to understand digital and direct marketing and branding concepts, you should also understand how to build an experience for your customers that they will enjoy.

That also means that you have to take your marketing plan one step further and develop an avatar customer. It may be an anathema in business to “fire” clients, but if you are wasting your marketing resources on the wrong customers, you won’t prosper.

If sales are flat, chances are you haven’t built a process that allows your team to talk to the right people, present yourself as the authority in the market, and provide the community with what it needs.

 

Process Breaks Down Roadblocks

There are so many roadblocks business owners face, it’s honestly a wonder that any business succeeds. But there are also processes business owners must implement to ensure they can bust down these roadblocks once they encounter them.

A business owner must consider:

  1. Time: What you’re ultimately selling in the home service business is your time, so you need to think about how you allocate your time.
  2. Self: You have to be willing to take a look at yourself and your mindset and be willing to change.
  3. Resources: You have to look at the resources you need to be successful. This could be money, software, the market, trucks, or training.
  4. Relationships: This is the “heavy lift.” You should look at your family, community, and employees and process how they can help you achieve success.

These are all massive investments an owner makes in their lives and their businesses. And in order to make sure these are all working together to move you in the right direction, you have to develop a process to make sure you control your time, hire the right people to offset your deficits, allocate the right resources and build the right relationships.

 

Plan, Plan, and Plan Some More

Even if you have the right processes in place, you have to set daily goals for yourself as a business owner so that you’are allowed to follow these processes diligently.

Keep a journal by your bed and, every night before you drift off to sleep, write down the three to five things you need to do the next day to make sure you can stay the course and follow your processes.

How many times do you forget to write down your goals on Sunday night and then, by mid-morning on Monday, you’ve been pulled in several directions to quell employees’ issues, answer a customer complaint, or calm down a vendor issue? By learning how to delegate responsibilities, you can avoid these distractions so that you are allowed, as a business owner, to follow your plans to complete your processes.

If you have an HVAC company and plan to open a plumbing division, you wouldn’t wait until the day you want to open to buy the equipment, hire certified talent, and launch an ad campaign. You’d plan the processes you’d need to follow in order to start that plumbing division off right.

The same is true in planning your processes to win your daily, weekly, monthly, and quarterly goals.

By implementing a plan to keep your company on task with defined processes, you find opportunity, reduce cost, reward talent, and have all these processes working toward completing your long-term goals.

KEYWORDS: home services HVAC contractor best practices Leadership and HVACR service contractors

Share This Story

Looking for a reprint of this article?
From high-res PDFs to custom plaques, order your copy today!

 

Disney mike 254

Michael Disney is a co-owner and the chief operations officer for CEO Warrior, where he leads the large and growing company as a trainer and subject matter expert. Early in his career, Disney was an automotive electrical specialist before joining Gold Medal Service in 2013 as a lead generator. Disney accelerated through the company to director of sales and had a key role in the sales successes, including their highest recorded sales month ever at $3.5 Million. He joined CEO Warrior as a master coach in 2015 and became COO in 2019. CEO Warrior is a business consulting, training, and mentoring firm, providing tested and proven methods to defeat the roadblocks that prevent small to mid-sized businesses from achieving their ultimate success.

 

Recommended Content

JOIN TODAY
To unlock your recommendations.

Already have an account? Sign In

  • HVAC-enrollment

    The Trades Are Back: HVACR Programs See Nearly 30% Enrollment Spike

    A new wave of future technicians is entering the pipeline.  
    News
    By: Matt Jachman
  • 2025 Top 40 Under 40

    2025 Top 40 Under 40 HVACR Professionals List

    The 11th annual Top 40 Under 40 list highlights those...
    News
    By: Hannah Belloli-Oster
  • LG Ductless Mini-Split Systems

    The 9 Types of Heat Pumps

    As the U.S. moves toward electrification, heat pumps are...
    Heat Pumps
    By: Joanna R. Turpin
Subscription Center
  • Create an Account
  • Start a Subscription
  • Manage My Account
  • Sign Up for Newsletters
  • Visit Customer Service
  • Update Preferences

More Videos

Sponsored Content

Sponsored Content is a special paid section where industry companies provide high quality, objective, non-commercial content around topics of interest to The News audience. All Sponsored Content is supplied by the advertising company and any opinions expressed in this article are those of the author and not necessarily reflect the views of The News or its parent company, BNP Media. Interested in participating in our Sponsored Content section? Contact your local rep!

close
  • Piggy Bank
    Sponsored byWatercress Financial

    Energy Prices, Inflation, and HVAC: What Today’s Homeowners Care About

  • Refrigerated Food
    Sponsored bySolstice Advanced Materials

    R-455A Refrigeration: A Cold Storage Solution for the Future

  • Airex Rooftop Units
    Sponsored byAirex Manufacturing Inc

    Consolidating Roof Penetrations: A Growing Trend in Multifamily HVAC Design

Popular Stories

Lennox equipment

Platinum Equity to Sell Heat Controller to Lennox

HVAC Minute retail refrigeration system

EPA Final Rule’s Impact on R-410A Deadlines

HVAC-tech-van.jpg

Report: Only 65% of HVAC Technician Time is Billable Hours

Lovato-refrigerant-rooftop_AC_Units_.jpg

When Refrigerants Change, So Do the Contactors

Dealer_Couple2_Kitchen_Estimate.jpg

Predicting the Next Service Call

View The ACHR NEWS
Centennial Anniversary Timeline

The ACHR News Timeline Chart
Submit a Letter
Submit a letter to our editors.

Events

November 6, 2025

Next-Gen Data Center Cooling: HVAC Innovation and Real-World Solutions

On Demand As AI workloads and high-density computing push traditional cooling methods to their limits, the data center industry is accelerating the adoption of next-generation HVAC technologies.

July 28, 2026

How Top Home Services Companies Turn Every Conversation Into Predictable Revenue

In this webinar, we'll outline how top contractors are turning every conversation into predictable revenue by coaching every comfort advisor visit, not just the ones a manager rides along on.

View All Submit An Event

Poll

Summer Staff

Are you fully staffed for the summer season?
View Results Poll Archive

Products

BNI Mechanical/Electrical Square Foot Costbook, 2026 Edition

BNI Mechanical/Electrical Square Foot Costbook, 2026 Edition

See More Products
Designing Systems Using A2L Refrigerant - Free Webinar - 7/22/2026

Related Articles

  • Kee Hart Marketing The Growth Experience Conference.png

    Kee Hart Marketing Announces Conference for Home Service Business Owners

    See More
  • Breaking-News

    The New Flat Rate Provides Business Conference for Home Service Contractors at Business Uncensored

    See More
  • CEO Warrior.jpg

    CEO Warrior to Host Two-Day Service Business Growth Intensive Seminar in May

    See More

Related Products

See More Products
  • Guide Home Evaluations.jpg

    Technician's Guide & Workbook for Home Evaluations and Performance Improvements

  • bsctppm.png

    Brazing & Soldering: Copper Tubing and Processes

  • HVAC Customer Service Handbook, 4th Edition

See More Products
×

Sign Up. Stay Informed.

The #1 trusted source for the HVACR industry since 1926

SUBSCRIBE
  • RESOURCES
    • Advertise
    • Contact Us
    • Advisory Board
    • Classifieds
    • Submit a Letter
    • Directories
    • Store
  • ACCOUNT CENTER
    • Create an Account
    • Start a Subscription
    • Manage My Account
    • Sign Up for Newsletters
    • Visit Customer Service
    • Update Preferences
  • SERVICES
    • Marketing Services
    • Reprints
    • Market Research
    • List Rental
    • Survey/Respondent Access
  • STAY CONNECTED
    • LinkedIn
    • Facebook
    • Instagram
    • YouTube
    • X (Twitter)
  • PRIVACY
    • PRIVACY POLICY
    • TERMS & CONDITIONS
    • DO NOT SELL MY PERSONAL INFORMATION
    • PRIVACY REQUEST
    • ACCESSIBILITY

Copyright ©2026. All Rights Reserved BNP Media, Inc. and BNP Media II, LLC.

Design, CMS, Hosting & Web Development :: ePublishing