For residential / consumer markets, referrals are the gold standard and I agree to an extent about the local focus. A lot of PE (private equity) backed roll-ups result in a worse customer and worker experience as they try to force scale too fast.

Some PE companies will open a local market by initiating acquisition conversations with all local players, low ball everyone, buy some and for a short period dramatically reduce pricing to force the hold-out cohort to sell at an even lower price. Not good for communities.

The unlock to balancing scale and customer / worker experience is creating the right incentives for people to adopt the behaviors you're after. This is why bolting on SaaS or AI to established companies is tough, as the staff often don't want to change and will leave - which is bad in a tight labor market.

Searching for home services online is totally broken and is a tax on buyers and operators. HVAC contractors pay on average $600 for a closed lead from online ads, and close about one in four / one in five leads.

GTM is ubiquitous on the business side.

If you read his post, there's significant effort not "catching opossums" but waiting or churning through admin overhead - wasted time, which maybe he can translate into $. This much inefficiency is...common in many businesses.