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Episode 182 — Leveraging Social Accountability artwork
The Boardroom Buzz: Grow, Sell, or Exit

Episode 182 — Leveraging Social Accountability

  • S2E182
  • 1:03:19
  • August 1st 2024

This week, Patrick Baldwin, Nick Bartolo, and Chase Hazelwood explore the game-changing impact of AI on sales centers. They dive into how automating data collection and reporting can uncover a significant number of missed calls—those often ignored but crucial for sales performance. Chase shares how his team at Go-Forth Home Services used AI to identify these missed opportunities and develop effective strategies to tackle them. This reframes individual responsibilities as integral parts of the collective effort, driving a sense of shared purpose and responsibility. How can businesses integrate AI to improve operations while maintaining a corporate culture of personal accountability? 

Chase Hazelwood delves into his team's unwavering dedication to fostering positive customer service experiences. At Go-Forth Home Services, while they leverage AI to enhance their operations, they never lose sight of the human element. Their focus is on making sure customers feel genuinely heard and understood. To Chase, while efficiency and technical expertise are essential, the true differentiator is connecting with customers on a personal level. How can businesses strategically blend advanced technologies with a personal touch to deliver an unparalleled customer experience?

Audio mixing and editing by www.verbell.ltd.

The Boardroom Buzz: Grow, Sell, or Exit

Boardroom Buzz is the straight-talk playbook for owners who built their service businesses from the crawlspace up and want to master the next move—whether that’s doubling down on growth or preparing for a life-changing exit.

Hosted by Jason & Jeremy Julio—“The Blue-Collar Twins” who turned a service-truck start-up into a multimillion-dollar success—and mentored by veteran deal-maker Paul Giannamore, the show turns boardroom finance into stories you’d swap over a tailgate. Expect 40-minute deep-dives that unwrap one real transaction and one valuation lever you can pull today, plus quick “Market Pulse” riffs that flag shifts every operator should watch.

If you’re a majority or significant-minority owner eyeing the $5 M–$100 M revenue range, tune in for gritty war stories, step-by-step tactics, and the confidence to choose your own endgame. New episodes every Thursday. Presented by POTOMAC M&A.