SBE - Service Business Evolution

Name

SBE - Service Business Evolution

Legal name

Service Business Evolution, LLC

Website

https://sbeodyssey.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Arizona

HQ country

Mexico

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Monthly Coaching Subscription: SBE offers a monthly subscription program providing one-on-one coaching for owners and managers, unlimited virtual training for team members, App & Dashboard access, extensive playbook with thousands of documents and videos, and access to mastermind groups.
2. In-Person Training Events: Revenue from regional 2-day training events, on-site custom training at customer facilities, and annual conference attendance. Interest-free payment plans available for these events.
3. HVAC Distributor Training: Training services for HVAC distributors to train their contractors and vendors, including 2-day and 1-day in-person training classes on sales techniques and business identity.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

SBE provides business coaching, sales training, and operational consulting primarily for HVAC and plumbing contractors serving residential customers. Its flagship SBE Odyssey Program combines one-on-one coaching, virtual and in-person training (Trusted Technician, Trusted Advisor, Leadership Champions, etc.), and a proprietary App & Dashboard for tracking sales results and field employee coaching. Offerings are delivered via monthly subscription coaching, regional two-day training events, on-site custom training, an annual conference, and a dedicated distributor training track for HVAC distributors.

Product overview

SBE (Service Business Evolution) is a business coaching and sales training company for HVAC, plumbing, and home services contractors. The core offering is the SBE Odyssey Program, a three-phase coaching initiative that guides contractors from initial revenue generation through operational scaling to sustainable business ownership. The program combines one-on-one coaching with the SBE App & Dashboard, virtual training access, and live training events. Training offerings span multiple delivery formats: Virtual Training (via Zoom), Regional Training (in-person two-day events), and On-Site Training (customized on-location sessions). Key training products include Trusted Technician Training, Trusted Advisor Training, Leadership Champions, TM Training, Hiring & Team Building, Financials & P&L, and Business Essentials. The company supports its members through the SBE Community platform, two podcasts (The Trusted Technician Podcast and The Leading HVAC Podcast), an Annual Conference, and a curated network of business partners. The product portfolio is structured as a unified coaching platform with modular training components that can be accessed virtually or in-person.

Differentiator

Problem solved

Functional benefit

Products and services

• SBE Odyssey Program A three-phase business coaching and training program for HVAC and plumbing contractors, guiding members from revenue generation through operational scaling to sustainable business ownership. Includes one-on-one coaching, unlimited virtual training, App & Dashboard access, extensive playbook, and mastermind group access on a monthly subscription with no annual contract required.
• Business Coaching Subscription Recurring monthly coaching engagement providing one-on-one coaching for owners and managers, unlimited virtual training for team members, App & Dashboard access, playbook with thousands of documents and videos, and mastermind group access. No annual contract required.
• Leadership Champions Training Leadership development course for HVAC and plumbing business owners and managers focused on team growth and business success strategies.
• Trusted Technician Training Training program for HVAC technicians, comfort consultants, and territory managers focused on building customer trust and improving service sales performance.
• Trusted Advisor Training Sales training for HVAC comfort consultants and sales managers focused on delivering high customer service standards and running quotes for new equipment.
• TM Training (Territory Managers) Training for territory managers and sales managers to transition from salesperson to trusted advisor and grow market share through solutions-based selling.
• Hiring & Team Building Training Training focused on recruiting, hiring, and retaining employees in the high-turnover home services industry.
• Financials & P&L Training Training on profit and loss structure, key performance indicators, financial planning, and profitability decisions for HVAC and plumbing owners.
• Business Essentials Training Comprehensive course covering marketing strategies, financial management, employee retention, and standard operating procedures for business operations.
• On-Site Custom Training Custom in-person training delivered by SBE trainers at the client's facility anywhere in North America, tailored to the team's specific needs using the same curriculum as virtual and regional training.
• HVAC Distributor Training Training programs designed for HVAC distributors to train their contractor customers, including Trusted Technician (2-day) and Trusted Advisor (1-day) in-person classes on sales techniques and business identity.

Quantifiable outcome

• Average 23% Year-over-Year Revenue Growth
• +4 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature2 records

Partnerships

18 partnerships are on record, tiered minor.

• AnswerForceminorGTM or Marketing Partner24/7 answering and virtual receptionist services for home service businesses. SBE Members get access to a Savings Program with AnswerForce.
• Dynamic Air Quality SolutionsminorGTM or Marketing PartnerLeader in Whole-Home Indoor Air Quality Products and IAQ Training. SBE Members participate in the Rebate Advantage Program.
• Effective Media SolutionsminorGTM or Marketing Partner#1 Partner in HVAC, Plumbing, and Electrical Marketing providing TV, Radio, and digital marketing. SBE Members get 20% off website design.
• EM Consulting GroupminorGTM or Marketing PartnerFull-service HVAC marketing experts building lasting relationships and driving business growth. 15+ years experience. SBE Members get 1 month free on 12-month package.
• Elite CallminorGTM or Marketing PartnerU.S. based outbound call center for home service industry specializing in boosting memberships and keeping capacity boards full. SBE Members get Savings Program and Rebate Advantage Program.
• Grow NearbyminorGTM or Marketing PartnerDigital marketing solutions including custom websites, SEO, social media for home service businesses. 95% client retention rate. SBE Members get 5% off.
• Lemon Seed MarketingminorGTM or Marketing PartnerFull-service branding agency helping contractors build bold, authentic brands through strategy, design, and intentional marketing. SBE Members get $500 off audit or $1,000 off Lemonade Branding Package.
• LokalminorGTM or Marketing PartnerDigital marketing for HVAC contractors using real job data to create scorecards for easy reporting. Shows revenue from booked qualified calls. SBE Members get $2,750 rebate.
• Mail SharkminorGTM or Marketing PartnerDirect mail marketing helping home service businesses acquire and retain customers through affordable, customized, data-driven campaigns. SBE Members get free analysis, discounted pricing, 2% rebate.
• Pink CallersminorGTM or Marketing PartnerManages all incoming calls, emails, and chats, inputting all information into CRM directly. SBE Members get access to a Savings Program.
• Plumber's Choice WaterminorGTM or Marketing PartnerWater treatment solutions including Flow-Tech Home Anti-scale system, filtration, and softeners for plumbers and contractors. SBE Members participate in Rebate Advantage Program.
• Real Time MarketingminorGTM or Marketing PartnerFull-service digital marketing agency for home-services businesses with proven strategies. SBE Members get 10% off monthly marketing investment.
• ReboltminorGTM or Marketing PartnerAll-in-one marketing platform for home service businesses offering SEO-optimized websites, social media management, and AI-powered tools. SBE Members get access to a Savings Program.
• Rocket MediaminorGTM or Marketing PartnerDigital marketing agency with 20+ years experience in home service space, data-oriented proactive approach.
• SmartACminorGTM or Marketing PartnerCustomer loyalty platform increasing signups, boosting plan retention, and cutting membership program costs. SBE Members participate in Rebate Advantage Program.
• The Big Picture ConsultingminorImplementation/ SI/ Consulting PartnerHR and safety compliance consulting for residential service providers including OSHA. Specializes in contractor industry. SBE Members get 50% off set-up fee and $25/month off.
• To Your SuccessminorGTM or Marketing Partner#1 gifting service for home service companies. Automates customer thank-you gifts after job completion. SBE Members get additional 3% discount on wholesale pricing.
• Trinity WarrantyminorGTM or Marketing PartnerExtended parts and labor warranty solutions for HVAC, refrigeration, and plumbing contractors. Coverage up to 10 years. SBE Members get 3.75% quarterly rebate.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• ActionCOACH: Global business coaching franchise delivering one-on-one coaching, group coaching, and workshops to small business owners across many industries. Comparable to SBE for its structured coaching subscription model, group masterminds, and small-business owner focus, although it operates horizontally rather than vertically in HVAC.
• Service Nation: Event and training organization for residential service contractors running Service Nation Conference and adjacent training programs. Directly comparable to SBE because it bundles leadership training, peer networking, and contractor-specific business education for the same audience.
• Nexstar Network: Member-driven peer learning network specifically serving HVAC, plumbing, and electrical residential service contractors. Closest direct peer to SBE because it provides coaching, business education, and annual events for the same residential trades customer base.
• Service Roundtable: Private peer business group and conference organizer for HVAC, plumbing, and electrical residential contractors. Highly comparable to SBE because both combine coaching content, peer benchmarking, and an annual flagship event for residential service business owners.
• EOS Worldwide: Provider of the Entrepreneurial Operating System, an operating-framework coaching and implementation program targeting small and mid-sized business owners. Comparable to SBE because it sells recurring coaching, leadership development, and operating-model implementation to owner-operated businesses with similar pain points.

Broad incumbents

• ServiceTitan: Dominant enterprise software platform for residential HVAC, plumbing, electrical, and other trades contractors. Broad incumbent comparable to SBE because it sells into the same residential service trades customer base and increasingly bundles adjacent learning, community, and operational content that overlaps with SBE's training offerings.
• Gazelles: Business growth coaching and methodology organization (founded by Verne Harnish) targeting scaling small and mid-sized companies. Broad incumbent peer to SBE for its coaching subscription plus annual event (Scaling Up) model and focus on owner-led growth businesses.
• Vistage: Peer advisory and executive coaching organization for SME CEOs and business leaders. Broad incumbent comparable to SBE because of similar peer-group-and-coaching economics, although Vistage focuses on senior leaders generally rather than trades specifically.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/playlist?list=PLWM6uvDBOU-7M30ctJe9S4Mc75wPYgZ22
• Xx.com/SBEOdyssey

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SBE - Service Business Evolution