One of the hottest topics in HVAC and the home services business…. Selling Tech vs. Sales Rep (Comfort Advisor / Project Manager) In this episode we debate the merits and pitfalls of both. This was one insightful conversation joined by an esteemed panel of HVAC pros.

Joined by Doug Wyatt of Synergy Learning Systems, Coral Whale - veteran HVAC professional , Ryan Bowman of Divergent Solutions, Seth Ure of SetSale.ai, and Zachary Friedman, of Old Coast Heating and Air.

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Chuck grew his home service and plumbing company from the ground up, starting in his garage and scaling it into a $20M+ business before exiting. With more than 25 years of experience, he now serves as co-founder of the Opus & Golds Group, where he leverages his strength in sales, leadership, and growth strategy to help owners build sustainable businesses. Chuck also co-hosts Catalyst for the Trades, a podcast dedicated to industry insights and growth.

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Valerie Heck is a ServiceTitan Certified Process Implementation Specialist and consultant dedicated to helping home service businesses grow with smarter systems. With experience leading operations in HVAC, plumbing, and electrical companies, she specializes in optimizing workflows, building sustainable processes, and driving profitability through technology. Valerie is also an active member of industry organizations including LadyTitans, WHVACR, NAWIC, and INWIC, and has authored featured articles in Contracting Business Magazine, ACHR News, as well as appeared on multiple podcasts. She brings a family-first perspective to her work, believing that strong processes not only grow businesses but also create lasting impact for teams and the customers they serve.

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