In today’s marketplace leaders need to be engaged, connected, aware and lead from a position of integrity. Leaders who connect with their employees have the opportunity to not only survive but to dominate their industries. is a challenging workshop designed for professionals who are top performers and are ready to take their leadership to a completely new level. This is a hands-on, dive-in deep bootcamp style training. is a NOT for everyone! It is specifically designed to take professionals from where they are to where they want to be in the shortest amount of time. Often clients refer to these three days as the toughest three days of their life…and they loved every bit of it.

• Stronger management and sales ability
• Improved relationship building skills
• Better decision-making
• Identify and relate to all personality types
• Speak with passion and confidence
• Connect with why you do what you do
• Enhanced problem-solving skills
• Take ownership of your results
• Renewed passion for work and life
• Be a champion in your position and industry

This is not a fix-it class. Many managers want to send their worst person to get trained to help them perform. We have found this to be counter-productive in most cases. Send your top people first to this training and get the benefits of having your best at their best.

We intentionally limit enrollment in the trainings. We believe the smaller programs (16-18 people) are optimal. Trainings fill fast.

Objectives

The Bold: Advanced Leadership workshop objectives include:

• Stronger Management & Sales Ability
• Improved relationship Building Skills
• Better Decision-Making
• Identify & Relate to All Personality Types
• Speak with Passion and Confidence
• Connect with Why You Do What You Do
• Enhanced Problem-Solving Skills
• Take Ownership of Your Results
• Renewed Passion for Work and Life
• Be a Champion in Your Position and Industry

Who Should Attend

TSMs and Contractors

Experience a new paradigm of Leadership Development in an unparalleled environment for teams and leaders to be pushed to their next level. Over three days you will “experience” leadership by being completely immersed in a series of hands-on processes that enable you to greatly expand your awareness and ability to lead people and teams. FORGE is about building your team and your foundational ability to inspire and empower others to perform at their ultimate best. Team Execution provides an unparalleled environment for teams and leaders to grow and be pushed to their next level. Over three days you will “experience” leadership by being completely immersed in a series of hands-on processes that enable you to see and feel the impact of your decisions.

Your results are:

• Enhanced confidence in leadership decisions
• Clarity of purpose and abilities
• Knowing your personal brand
• Enhanced public speaking
• Strategy implementation
• Creative problem solving
• Understanding yourself and how to empower others
• Persuasion abilities
• What motivates you and others
• Giving and applying feedback
• Conflict management
• Renewed passion for work and life

Objectives

The Forge: Team Execution workshop objectives include:

• Clarity of purpose and abilities
• Knowing your personal brand
• Enhanced public speaking
• Strategy implementation
• Creative problem solving
• Understanding yourself and how to empower others
• Persuasion abilities
• What motivates you and others
• Giving and applying feedback
• Conflict management
• Renewed passion for work & life

Who Should Attend

TSMs and Contractors

Marketing can be confusing and expensive. Getting your message out to your market is harder today than ever before because of the many channels available to consumers. Today more than ever before we are living in an experiential marketplace and need to know what experience our customers are looking for. Participants will work on developing a marketing strategy for their company, including a branding strategy, customer profile strategy, media strategy and messaging strategy for the services they provide. Once the overall strategy is developed participants will identify the advertising resources that are available to them and which ones fit into their budget. All of this will be put into action as we work to define the customer journey and how that fits into the overall customer experience.

Objectives

The objectives for the Marketing Summit include:

• Defining your Brand
• What do Your Customers Want
• What is the Best Way to Reach Your Customers
• Establishing Your Budget
• Creating Your Plan

Who Should Attend

TSMs and HVAC Contractor Principles who are looking to bring their business to the next level

Have you ever called a customer service support line and were unsure if the professional on the other end of phone was a robot or an actual person? Or maybe you do get lucky and it is an actual person, yet they sound completely apathetic to your situation and like you are imposing on them? This has probably happened to you or someone you know within the last couple of months. Customer Experience is what it is all about in today’s marketplace. Consumers don’t often buy based off of how much something is, they buy off of how they feel and the experience they received. We don’t want you to be just another person who answers a phone. We want you to have all of the skills, education, practice, and support that you need to know how to go above and beyond for your customers. We want you to create WOW experiences. When customers have a WOW experience, they become loyal to you and will come back to you again, and again, and again. In this workshop, you will:

• Learn to give customers a positive experience while on the phone.
• Master the skills on how to overcome pricing objections, work with difficult customers, and book calls even when you’re booked solid.
• Develop competency, confidence, muscle memory, and understanding of customer sensitivity.
• Create loyalty and retention by learning best practices in phenomenal customer service.
• Obtain industry-standard tools to help master call-handling and booking.

Upon completion of this workshop, each phone staff attendee will receive 2 free individual follow-up coaching sessions with call monitoring and quality checking. Both inbound and outbound scenarios are discussed.

Objectives

Converting 80% + of Your Inbound Call Leads:

• Deliver the “WOW” expereience while mastering the “Pattern for Excellence” call flow
• Book calls even whe you are booked solid
• Overcome and prevent price objections
• Convert angry customers to happy clients
• Practice differencitiating your comapny from your competittion by creating unique value

Who Should Attend

Customer Service Professionals and those who manage the customer service expereience

Nearly 50% of home improvement jobs over $5,000 are financed. Successful implementation of financing is much more than simply saying, “We offer financing.” This class will teach mid-sized dealers how to implement financing into every facet of their business to become more profitable. Contractors who use financing on a consistent basis tend to close more jobs and sell more high-efficiency systems. This 4-hour workshop will help contractors understand the current financial state of the homeowners’ budget obstacles, and how to help those customers with credit challenges. Contractors will learn how to set up Premium EGIA Financing and how to process loan applications hands-on. Dealers will leave this class armed to seamlessly offer and close deals using financing immediately.

Who Should Attend

This class was designed for dealers with gross annual sales from $350,000 – $5,000,000.

Cost to Attend

This class costs $49 per company. Dealers may bring as many people from their office as they’d like.

In this class, an attendee will receive an analysis of their existing customer base to help them understand who their customers are, their lifestyle and behaviors. They will also understand how much market share they have, and what they can do to gain more market share. Based on this information, they will be able to create a detailed marketing strategy and plan — in class. Individuals will obtain a broad scope and specific implementation strategies for all media channels — specifically all digital tools. Basic online marketing will be layed-out in an easy to understand – 12 Step – prioritized basis. Because contractors from various backgrounds, length in business, experience and geographic areas will be in the workshop, each person will gain valuable insights from other contractors. All participants will walk away with a strategy for expanding their existing customer base and how to reach their prime targeted prospects. They will especially learn how to balance seasonal, economic, and industry fluctuations. Attendees will also learn how to leverage the Goodman program benefits and the tools available through their vendor partners. To capstone the class, students will learn how to track results of various marketing channels and messages in order to maximize a company’s business investments.

Objectives

Know My Customer Base & How To Find More Customers Like Them:

• Interpeting My Customer Base Profile
• Understanding my Market Place
• My Branding Stragegy
• Traditional Advertising Strategies
• Creating and Executing My Marketing Budget

Who Should Attend

Those responsible for creating the companies’ marketing strategy and executing various campaigns

Pricing is not based on cost, but on what the market will bear. In this two-day workshop, participants will learn how to align their pricing strategy with their branding strategy. They will also learn how, over the last 10 years, consumer buying habits have changed and how we can match our pricing strategy with demand during the busy season and throughout the rest of the year. Participants will walk away with a comprehensive understanding of how to read a profit & loss statement and how to departmentalize their business. They will be introduced to the Residential Replacement model and understand whether they should be using time & material or flat rate pricing. Finally, they will evaluate the value proposition and pricing strategies of a maintenance agreement program and determine how to incorporate it into their business. Participants will walk away with the following:

• A theoretical production analysis of their business
• Maintenance and service pricing built in Coolfront
• Replacement pricing built in Perfect Pitch powered by Wrightsoft

This is not a theoretical class. This is an implementation workshop focused on giving you the edge in your marketplace. It can take weeks, if not months — sometimes a lifetime! — to develop a fully integrated pricing strategy. Proper pricing is the backbone of any successful business and this workshop will give you that in two days, rather than two months.

Objectives

Creating a Profitable Pricing Strategy In My Marketplace:

• Branding Strategy Review
• The Three Different Pricing Methods
• Service Pricing
• Maintenance Pricing
• Replacement Pricing

Who Should Attend

Those responsible for determing pricing strategy and implementing it in the business

This lifetime customer workshop will help dealers identify and hold onto their customer base. Through customer analisis, creating customer touches and focus groups. It will also increase maintence agreemetns through home automation upsales.

Objectives

The Lifetime Customers workshop objectives include:

• Building maintenace agreements through home automation
• Creating customer experinces
• Understanding my customers
• Creating customer experinces
• Creting focus group expereinces
• Creating a customer contact plan
• Using a journey map

Who Should Attend

TSMs, Dealers

What if you could have the time, money and freedom that you’ve always wanted? Join us for an exclusive opportunity to dissect your unique business and create a roadmap to a higher quality of life! As a business owner, you deserve that! In the first half of this one day workshop, you will create a detailed review of your company’s capabilities, financial positions and the markets that you serve. After lunch, you will dive into the day-to-day operations of your company to establish specific Key Performance Indicators (KPI’s) for your business. Facilitated by experienced HVAC Trainers, you and your peers will discuss the impact these KPIs have on your daily operations, address current challenges and examine how adjusting small processes and behaviors can have a huge impact on your overall probability. Lastly, now that you have dissected your business, established your KPI’s and realized the impact they have on your company’s success, you will setup these KPIs to track on a daily, monthly and annual basis. You could leave this class with an established plan and a detailed process to facilitate success so you can have the time, money and freedom you deserve! Register today! Space is limited to the first 100 people to sign-up. To register, visit www.GoToSummit.com. Don’t miss your chance to attend this dynamic workshop!

Objectives

The Business Planning Bootcamp workshop objectives include:

• How to set up a business Plan
• Leadership principles
• Self-assessment
• Get your mind right
• The residential HVAC business model
• Theoretical production analysis
• Strategic planning
• Building a scalable & sustainable business
• Your leadership team

Who Should Attend

TSMs and HVAC Contractor Principles who are looking to bring their business to the next level

Objectives

• Learn the core frameworks that lead to hiring success
• Clearly define your business differentiation hiring strategy
• Create a sourcing plan that will create a steady flow of qualified applicants
• Identify the type of people you need to drive your hiring strategy
• Create job profiles & job seeker personas for each role
• Build a screening & selection process that will assist you in hiring the best people
• Create plans of attack for how to dramatically reduce future turnover

Who Should Attend