Trey McWilliams is Chief Operating Officer at McWilliams and Son Heating and Air Conditioning, a major player in the heating and repair business for more than 45 years. As a trusted company for the people’s HVAC needs, McWilliams and Sons backs every repair and installation they do with a 100% guarantee. Trey has also been named by ACHR News in 2018 as one of the “Top 40 Under 40” in the HVACR space.

In this episode, we talked about culture building, sales, hiring, leadership, marketing…

Show notes

  • Introducing Trey McWilliams. [1:25]
  • How Trey took over his duties in the family business and changed its culture. [5:20] 
  • Trey talks about their company and the sales it has made this year. [7:52]
  • What the first responsibility of a company owner/business leader is. [8:43]
  • Why business owners need to build something sustainable through the downturn. [10:53]
  • Some of the major changes that Trey had to face when he moved from being a General Manager to a Chief Operating Officer. [13:16]
  • The main difference between a COO and a CEO. [14:04] 
  • How your profit & loss statement gives direction to your business. [14:45] 
  • What Trey’s advice would be for his younger self. [16:36]
  • The importance of celebrating wins and giving recognition to your employees. [19:24]
  • How KPIs help the team comprehend the big picture on what they’re working on. [20:34]
  • Why team leaders should be careful as to not overwhelm their members with too many KPIs. [21:28] 
  • How Trey balances work and family life. [23:10]
  • Some hiring tips that Trey recommends to business owners. [33:07]
  • How creating six different classes for Trey’s employees helped them set goals. [36:59]
  • Some tips that Trey recommends to business owners who are just starting out. [39:00] 
  • The best marketing sources that business owners should know. [41:21]
  • How to get more information about Trey. [42:55]
  • Three books on Trey’s reading list. [43:08]
  • Trey’s most important piece of advice to home service business owners. [44:37]

Resources And People Mentioned:


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