2 Days
Owners/principles, General Managers, Sales Managers, Marketing personnel, Sales personnel (novice - experienced), Technicians with sales responsibilities
This Daikin FIT sales and opportunities training course is designed to help you in the home with real skills and techniques that work with your customers without compromising the opportunity. Sales is not about doing something to your customers, but for them. As sales professionals, our job is to serve the customer and provide quality information regarding the available options homeowners can consider. During this workshop, Russ Horrocks will help your team members understand how to build environments of success while providing the customer an exceptional experience they will be proud to tell their friends, family members, and neighbors about. This course is designed to provide your sales team members with the opportunity to ask Russ Horrocks any questions about situations they would like to see better results from. While Russ Horrocks can answer questions about the sales process, the real power of this course is understanding how to execute your process better. If it were simply about the process, everyone would produce the same results.
2 Days
Owners / Principals General Managers Sales Managers Marketing Personnel Sales Personnel (novice – experienced) Technicians with sales responsibilities
• Learn the self-limiting beliefs and headtrash that restrict you from achieving your potential
• Develop the mindset, intent, and approach to sales success that feels right and natural
• Apply communication techniques for having better conversations that advance the buying process
• Leverage tools and resources to engage and educate customers to discover why you represent the best value regardless of price
• Learn how to properly position the Daikin product line and your company’s value proposition in the stories you share with your customers
The Daikin Elite Buying Experience is a one-of-a-kind system that will elevate your company’s status in the consumer’s mind as a “Trusted Authority” and differentiate your salespeople as “Trusted Advisors” to position your company and premium solutions first and foremost in the customer’s mind as offering the quality, value, reliability and uniqueness their desire. Creating a Buying Experience, IS NOT the same as selling. This is not a sales training course. What you will learn is unlike anything you’ve ever heard in the industry. You are embarking a journey that will allow you to change the way people think about your company and your products and consider you in a different light than other contractors that simply want to make a sale. You will love your job, earn people’s respect and appreciation, make a difference in people’s lives and make more money for your efforts.
2 Days
Owners / Principals General Managers Sales Managers Marketing Personnel Sales Personnel (novice – experienced) Technicians with sales responsibilities
The goal of this workshop is to learn and role play communication process, social styles and personalities, how to get along well, how to improve building customer relationships to improve the brand. We also cover in depth the consumer behaviors interests, questioning technique, sales process and selling techniques, and how to use them all. Technicians will learn and have materials to use that can help them sell more equipment, create more leads, create more accessory sales, and sell more maintenance agreements.
Topics covered include:
Role of the Technician Mind Mapping – Attitudes and Focusing on Goals, Present
Personality – Social Styles – Dealing with People – How and Why
Understanding Effective Communication
Defining Selling Skills – 7 Skills
Understanding What Process in sales – how to sell by involving customers
Setting Goals and a Personal Plan
What is the Perfect Service Call Process
Defining The Questions to Ask a Homeowner – 12 Questions we Recommend
1 Day
Selling Technicians and Comfort Advisors, responsible for designing and quoting inverter systems.
Acquire skills for heating and cooling load assessment, equipment selection, and air distribution system design.
1 Day
Professionals responsible for pricing, purchasing, and promoting within your organization.
Learn how to position the side discharge products within your portfolio, set competitive pricing, and effectively promote it.
2 Hours
Anyone that is uncomfortable offering financing or is interested in learning how to improve their financing offering.
• Understanding our personal bias
• Using technology to make consumer financing easy
• How to account for dealer fees
• Selling the payment plan concept
Did you know:
• Up to 50% of home improvement jobs over $5,000 are financed.
• Successful implementation of consumer financing is much more than saying, “We offer financing.”
• HVAC contractors who offer consumer financing on a consistent basis tend to close more jobs and sell more high-efficiency systems.
This Dealer Foundation for Financing workshop is designed for smaller dealers who typically don't offer consumer financing. This workshop reveals the overriding financial state of a homeowner's budget, financial obstacles, and how to help those customers solve their credit challenges. Contractors are also exposed to how to set up Foundation Consumer Financing and process loan applications.
At the conclusion of this workshop, dealers should be able to confidently and seamlessly offer financing on every sales call.
2 Days
Owners/principles, General Managers, Sales Managers, Marketing personnel, Sales personnel (novice - experienced), Technicians with sales responsibilities
• Learn the self-limiting beliefs and headtrash that restrict you from achieving your potential.
• Develop the mindset, intent, and approach to sales success that feels right and natural
• Apply communication techniques for having better conversations that advance the buying process
• Leverage tools and resources to engage and educate customers to discover why you represent the best value regardless of price
• Learn how to properly position the Daikin product line and your company's value proposition in the stories you share with your customers.
The Daikin Elite Buying Experience is a one-of-a-kind system that will elevate your company’s status in the consumer’s mind as a “Trusted Authority” and differentiate your salespeople as “Trusted Advisors” to position your company and premium solutions first and foremost in the customer’s mind as offering the quality, value, reliability and uniqueness their desire. Creating a Buying Experience, IS NOT the same as selling. This is not a sales training course. What you will learn is unlike anything you’ve ever heard in the industry. You are embarking a journey that will allow you to change the way people think about your company and your products and consider you in a different light than other contractors that simply want to make a sale. You will love your job, earn people’s respect and appreciation, make a difference in people’s lives and make more money for your efforts.
2 Days
Comfort advisors, selling technicians and anyone interested in the in-home selling process
• Creating a repeatable sales process
• Using In-Home Selling software
• Offering financing on every call
• Offering high-efficiency on every call
This High-Efficiency Sales workshop is designed to offer a systematic and interactive approach to selling inverter and ePremium indoor comfort systems to consumers. With the "TAPPED into success" sales process, you can learn to overcome the psychological impediments that often limit success. This course will offer you the opportunity to craft your own process which will include some of the latest HVAC sales tools and industry leading product application knowledge. Participants often leave this workshop energized, motivated, and committed to making immediate behavioral changes that have resulted in higher closing rates, higher overall tickets, and a higher balance of inverter and ePremium system sales.
2 1/2 Days
TSMs and Contractors
• Powerful communication and teamwork skills
• Understanding your own communication and conflict style
• Recognizing and accepting the communication style of others
• Comfortably managing difficult conversations
• Understanding trigger behaviors
• Enhancing listening skills
• Growing your emotional intelligence
• Gaining new perspectives that may help reframe and create different outcomes
• Owning your communication
The "Advantage: Engaged Communication" workshop is designed to help you create a new world of communication – one that moves people and transforms both you and your team from the ordinary to the extraordinary. This experience could fundamentally change the way you communicate and the results you get from your communication. Gain the tools to be effective, powerful, and to create and/or restore harmony and affinity, at any time, under any circumstance. The workshop may help you transform routine communication to one with power and influence.
1 Day
N/A
This course covers the installation and commissioning of Daikin FIT models.
6 Hours
NA
This course covers the installation and commissioning of Daikin VRV LIFE system.
1 Day
NA
This course covers the installation and commissioning of Daikin SkyAir system.
3 Hours
TRPT-1 & CC-9W
This course covers the service and troubleshooting of Amana brand PTAC AC & Heat Pump models.
3 Hours
CC-9W
This course covers the installation and commissioning of Amana brand PTAC Air Conditioner and Heat Pump models.
2 Hours
N/A
This course covers the installation and commissioning of Non-Communicating Air Handler models.
3 Hours
N/A
This course covers the service and troubleshooting of ComfortBridge™ Air Handler models.
3 Hours
N/A
This course covers the installation and commissioning of ComfortBridge™ Air Handler models.
2 Hours
N/A
This course covers the installation and commissioning of Amana brand AVPEC Air Handler models.
2 Hours
N/A
This course covers the installation and commissioning of Daikin DVPEC Air Handler models.
3 Hours
NA
This course covers the installation and commissioning of Daikin Multi-Position Ultra Low NOx Package Unit models.
3 Hours
TRP-18
This course covers the service and troubleshooting of Goodman Residential Package Gas/Electric models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman Residential Package Gas/Electric models.
3 Hours
TRP-16
This course covers the service and troubleshooting of Amana brand Residential Package Gas/Electric models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand Residential Package Gas/Electrical models.
3 Hours
TRP-14
This course covers the service and troubleshooting of Goodman Residential Package Dual Fuel models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman Residential Package Dual Fuel models.
3 Hours
TRP-12
This course covers the service and troubleshooting of Amana brand Residential Package Dual Fuel models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand Residential Package Dual Fuel models.
3 Hours
TRP-10
This course covers the service and troubleshooting of Goodman Residential Package Gas/Electric Ultra-Low NOx models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman Residential Package Gas/Electric Ultra-Low NOx models.
3 Hours
TRP-8
This course covers the service and troubleshooting of Amana brand Residential Package Gas/Electric Ultra-Low NOx models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand Residential Package Gas/Electric Ultra-Low Nox models.
3 Hours
TRP-2
This course covers the installation and commissioning of Goodman Residential Package Gas/Electric Ultra-Low NOx models.
3 Hours
TRP-1
This course covers the service and troubleshooting of Amana brand Residential Package Air Conditioner models.
3 Hours
N/A
This course covers the installation and commissioning of Daikin Residential AC & HP Package Units models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman Residential Package Air Conditioner models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand Residential Package Air Conditioner models.
3 Hours
TRF-27
This course covers the service and troubleshooting of Goodman 97% Modulating Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman 97% Modulating Gas Furnace models.
3 Hours
TRF-26
This course covers the service and troubleshooting of Amana brand 97% Modulating Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand 97% Modulating Gas Furnace models.
3 Hours
TRF-23
This course covers the service and troubleshooting of Goodman 96% Ultra Low NOx Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman 96% Ultra Low NOx Furnace models.
3 Hours
TRF-21
This course covers the service and troubleshooting of Amana brand 96% Ultra-Low NOx Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand 96% Ultra-Low NOx Gas Furnace models.
3 Hours
TRF-19
This course covers the service and troubleshooting of Goodman brand 80% Ultra-Low NOx Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman brand 80% Ultra-Low NOx Gas Furnace models.
3 Hours
TRF-17
This course covers the service and troubleshooting of Amana brand 80% Ultra-Low NOx Gas Furnace models.
4 Hours
N/A
This course covers the installation and commissioning of Amana brand 80% Ultra-Low NOx Gas Furnace models.
3 Hours
TRF-11
This course covers the service and troubleshooting of Goodman 90% Gas Furnace models.
2 Hours
N/A
This course covers the installation and commissioning of Goodman 90% Gas Furnace models.
3 Hours
TRF-9
This course covers the service and troubleshooting of Goodman 80% Gas Furnace models.
4 Hours
N/A
This course covers the installation and commissioning of Goodman 80% Gas Furnace models.
4 Hours
TRF-7
This course covers the service and troubleshooting of Daikin 90+ Gas Furnace models.
4 Hours
N/A
This course covers the installation and commissioning of Daikin 90+ Gas Furnace models.
2 Hours
N/A
This course covers the installation and commissioning of Daikin 80% Gas Furnace models.
3 Hours
TRF-3
This course covers the service and troubleshooting of Amana brand 90% Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Amana brand 90% Gas Furnace models.
3 Hours
TRF-1
This course covers the service and troubleshooting of Amana brand 80% Gas Furnace models.
4 Hours
NA
This course covers the installation and commissioning of Amana brand 80% Gas Furnace models.
3 Hours
N/A
This course covers the installation and commissioning of Goodman GVXC20 Inverter Air Conditioner models.
4 Hours
TRA-1
This course covers the service and troubleshooting of Amana brand AVXC20 Inverter Air Conditioner models.
3 Hours
TRA-9
This course covers the service and troubleshooting of Goodman GVXC20 Inverter Air Conditioner models.
4 Hours
N/A
This course covers the installation and commissioning of Amana brand AVXC20 Inverter Air Conditioner models.
4 Hours
N/A
This course covers the installation and commissioning of Daikin Residential Inverter Air Conditioner & Heat Pump models.
3 Hours
N/A
This course covers the service and troubleshooting of Goodman GVZC20 Inverter Heat Pump models.
4 Hours
TRV-3
This course covers the service and troubleshooting of Daikin FIT models.
3 Hours
TRH-16
This course covers the installation and commissioning of Goodman GVZC20 Inverter Heat Pump models.
2 Hours
TRH-9
This course covers the service and troubleshooting of Amana brand AVZC20 Inverter Heat Pump models.
2 Hours
NA
This course covers the installation and commissioning of Amana brand AVZC20 Inverter Heat Pump models.
3 Hours
TRH-4
This course covers the service and troubleshooting of Goodman 1&2 Stage Heat Pump models.
2 Hours
TRH-4
This course covers the service and troubleshooting of Daikin 1&2 Stage Heat Pump models.
2 Hours
N/A
This course covers the installation and commissioning of Daikin 1&2 Stage Air Conditioner & Heat Pump models.
2 Hours
N/A
This course covers the installation and commissioning of Goodman 1&2 Stage Air Conditioner & Heat Pump models.
2 Hours
NA
This course covers the installation and commissioning of Amana brand 1&2 Stage Air Conditioner & Heat Pump models.
3 Hours
TRH-4
This course covers the service and troubleshooting of Amana brand 1&2 Stage Heat Pump models.
4 Hours
TRV-8
This course covers the service and troubleshooting of Goodman Side Discharge models.
6 Hours
NA
This course covers the installation and commissioning of Goodman Side Discharge models.
4 Hours
TRV-6 & TRC-9
This course covers the service and troubleshooting of Amana brand S-Series models.
6 Hours
N/A
This course covers the installation and commissioning of Amana brand S-Series models.
3 Hours
TRV-3 & TRV-4
This course covers how to properly analyze and use data for the Daikin Fit system utilizing the D-Checker.
1 Day
TD-7 & CC-9W
This course covers the operation and functionality of the components in a single and multi-port system and how to apply proper troubleshooting techniques utilizing specific tools and resources.
1 Day
CC-9W
This course will cover the specific details on tools, controls, and procedures needed to properly install and start-up a Daikin Mini-Split System.
1 Hour
TRV-3 or TRV-6, TRC-3, TRC-10 or TRC-9
This course covers the the installation and commissioning of D24V Gateway.
2 Hour
N/A
This course covers the Daikin One Touch installation and commissioning procedures.
2 Hours
N/A
This course covers the Amana brand Smart Thermostat installation and commissioning procedures.
4 Hours
N/A
This course covers the ComfortBridge™ Communicating Technology installation, control algorithms, and CoolCloud™ HVAC App.
1 Hour
N/A
This course covers the Bluetooth® Shared Data Loader (BTSDL01) setup and loading of shared data onto ComfortNet® and ComfortBridge™ equipment.
4 Hours
N/A
This course covers the installation and commissioning of Daikin One + Thermostat for Daikin Single/Multi-Zone indoor unit models (S21 only).
2 Hours
N/A
This course covers the installation and commissioning of Daikin One+ thermostat.
2 Hours
N/A
This course covers the installation and commissioning of UT-3000 Zone Control.
1 Hour
N/A
This course covers the chemical properties, safe handling, transport, and storage of R-32 refrigerant.
5 Hours
NA
This course covers commissioning of iTM WAGO.
2 Hours
NA
This course covers the installation, setup, and navigation of the Daikin One+ thermostat to S21 and P1-P2 connections. Additionally, covers installation of the translation adaptor and pairing the mobile app with the Daikin One+ to control the thermostat remotely.
2 Days
NA
This course covers installation and commissioning of iTM BACnet Server, Client and WAGO BACnet/IP Controller Commissioning.
2 Days
NA
This course covers installation and commissioning, control function and auxiliary device control of iTM - the intelligent Touch Manager.
4 Hours
NA
This course covers the proper installation and commissioning of the Daikin iLINQ DDC controller
1 Day
NA
This course covers the proper installation and commissioning of the Daikin base and High efficiency Light Commercial Packaged and Split product lines including the iLINQ DDC controller T-Stat Mode, and options and accessories.
1 Day
NA
This course covers the installation of Daikin VRV water-cooled indoor and outdoor equipment and accessories to include refrigerant piping, water piping, condensate piping and electrical wiring.
1 Hour
NA
This course covers the Daikin VRV Maintenance Checklist.
1 Day
NA
This course covers the installation of VRV IV-S with FXTQ and accessories to include Refrigerant Piping, Condensate Piping and Electrical Wiring.
2 Days
TC-5i, TC-5c
This course covers the service and troubleshooting of VRV equipment product line includes basic operations of VRV, Service Manual Navigation, Service Checker, Component Diagnostics and VRV Simulators.
1 Day
NA
This course covers the installation of Daikin VRV indoor and outdoor equipment and accessories to include refrigerant piping, condensate piping and electrical wiring.
1 Day
TC-5i
This course covers the commissioing of VRV equipment product line to include the Pre-commissioning and System Commissioning Steps, set up of Selected Remote Controller and Outdoor Unit Field Settings, Outdoor Unit with Ducted Discharge Air & Indoor Units.
3 Days
Students learn to discover and repair hidden safety, health, comfort, and energy-draining residential HVAC system defects through advanced diagnostic procedures. The higher average sales generated with this approach include high-efficiency residential equipment, accessories, installation supplies, and maintenance agreements - all year long. Students also learn to deliver greater comfort throughout the residence by eliminating hot and cold spots through applying professional air balancing techniques. This highly profitable service helps contractors comply with tighter local, state, and federal building codes.
1 Day
TSMs, Dealers
The Load Calculations in Perfect Pitch powered by Wrightsoft workshop objectives include:
• Setting up Perfect Pitch software
• How to assess a building
• How to perform a building assessment for best accuracy and optimal sales results
• What to do when the load doesn't meet expectations
• Short cuts, tricks, common mistakes and limitations
Identifying load calculations doesn't have to be challenging. This Load Calculations in Pitch Perfect® powered by Wrightsoft workshop provides the opportunity for HVAC dealers to receive expert training that helps differentiate themselves from the competition and demonstrates a company's value to your customers.
To improve customer satisfaction, reduce callbacks, and potentially decrease your liability, HVAC experts strongly suggest performing proper load calculations. In this workshop, participants are taught how to quickly and accurately perform a certified Manual J block, whole house, load calculation using Perfect Pitch- built on Wrightsoft’s Right Mobile Consultant platform.
2 Days
TSMs, Dealers
The Residential Design with Right Suite Universal workshop objectives include:
• How to setup Residential Suite Universal software to increase ease of use and decrease time it takes to do a design
• Using Right-Draw to turn dozens of steps of data entry into a few clicks of the mouse
• How to input a multi-story room-by-room building with mixed building materials in the fastest way possible
•Using CAD or PDF files along with RSU to eliminate the need for hand scale measurement
• How to automatically size your ducts to accommodate the system you plan to install
•Polishing and printing the finished product
Building practices continually evolve with products and methods offering tighter construction and more energy-efficient home.
Installers encounter duct work with wild swings in fan capabilities, much larger areas served per ton, difficult customer limitations on fan/duct location, highly restrictive yet profitable IAQ devices, and so on. The traditional installation methods may not align with current residential design variables.
The Residential Design with Right Suite Universal workshop helps HVAC dealers do the math. This workshop is designed to train participants on utilizing Wrightsoft’s Right Suite Universal (RSU) software to account for variables in residential design, improving customer satisfaction and reducing return service calls.
2 Weeks
Technicians new to the industry looking to become maintenance technicians or installation helpers
The Fast Track Tech workshop objectives include:
• Creating Maintenance Technicians and Installation Helpers
• EPA certification
• NATE certification
• Electrical competency
• Combustion competency
• Refrigeration competency
• Airflow competency
• Safety Competency
• Necessary tools to perform the functions
With qualified technician shortages on the rise, business owners are looking for an immediate source of well-trained, ready-to-work, technicians. This expertly-constructed Fast Track Tech workshop is one of the most in-depth courses offered in our industry and the ultimate boot camp for individuals excited about the opportunity to work in the HVAC field.
In the workshop, each participant receives training in areas specific to the “need to know” information of the Maintenance Technician and Installation Helper. Participants study the basic competencies of airflow, electrical, combustion, refrigeration, indoor air quality and safety. At the end of the course, participants should be eligible to receive their EPA certification and become NATE-certified. This Fast Track Tech training also covers technician communication skills, flat-rate pricing and Service Work Orders.
2 Days
Comfort Advisors, Technicians, Installers and anyone else interested in better understanding IAQ
The IAQ Principles workshop objectives include:
• Understanding the Science of Indoor Air Quality
• Identifying types of potential contaminants and conditions
• Identifying potential sources and causes
• Elements of dilution, absorption, filtration and mitigation
Customers are increasingly aware that indoor air quality (IAQ) may have a significant impact on their indoor comfort. For many homeowners, IAQ is not an accessory, but an essential need. HVAC dealers who are trained to identify, evaluate and resolve IAQ issues are more likely to seize and close these value-added sales opportunities.
By participating in this workshop, participants can learn about a wide variety of IAQ solutions, discover the tools necessary to improve overall customer satisfaction, and drive their HVAC business beyond heating and cooling services. This IAQ Principles workshop is designed to discuss IAQ concepts and the following:
• Carbon monoxide awareness and monitoring
• Humidity control and removal
• Whole-home ventilation
• HVAC filtration options
• Air and duct purification
• Ductwork essentials
• Methods to properly investigate IAQ concerns
• Techniques to analyze the IAQ data
• Appropriate solutions to help achieve customers’ ideal comfort zone
At the conclusion of the IAQ Principles workshop, participants should be energized, motivated, and prepared to assess indoor air management solutions with customers.
2 Days
Business Owners, Principals, and Managers
Most entrepreneurs go into business for themselves because they are an expert in their field. They are the best Installer, service technician, salesperson or marketer. Yet 90% of all businesses fail within the first five years and many entrepreneurs live a life full of many peaks and valleys and high stress. Entrepreneurs go into business for themselves for many various reasons but usually it is to create a better life for themselves, their family and their customers. This can only be accomplished by achieving and maintaining profitability. Join us for a transformational event where we will discuss the entrepreneurial myth, leadership and the pattern for excellence, lead generation, getting the right price and affordability, and selling in the 21st century.
1 Day
Customer service professionals and those who manage the customer service experience
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 get lucky and it is an actual person, yet they sound completely apathetic to your situation?
Consumers often buy based on their customer experience so it is important to establish a positive interaction from that fist phone call. The Customer Service Performance workshop is designed to provide you with the skills, education, practice, and support that you need to go above and beyond for your customers. We want you to leave this workshop with the ability to create a WOW experience resulting in customer loyalty.
This workshop is designed to help participants:
• Learn incoming phone call best practices that provide customers with a positive experience
• Master the skills 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 participant will receive 2 free individual follow-up coaching sessions with call monitoring and quality checking. Both inbound and outbound scenarios will be discussed.
1 Day
TSMs and HVAC Contractor Principles who are looking to bring their business to the next level
• Identifying your brand
• What do your customers want
• What is the best way to reach your customers
• Establishing your budget
• Creating your plan
Marketing can be confusing and expensive. Getting your message out to your market is harder today than ever before because of the numerous channels available to consumers. Today more than ever before we are living in an experiential marketplace and need to understand the experience our customers are looking for.
Marketing Summit participants will work with experts to 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 decide on the resources that fit best into their budget.
All of this will be put into action as the Marketing Summit experts help to define the customer journey and how it fits into the overall customer experience.
2 1/2 Days
TSMs and Contractors
• Improved confidence in leadership decisions
• Clarity of purpose and abilities
• Knowledge of your personal brand
• Enhanced public speaking skills
• Leadership strategy implementation
• Creative problem solving skills
• An understanding of yourself and how to empower others
• Persuasion abilities
• An understanding of motivates you and others
• The ability to give and apply feedback
• Conflict management
• Renewed passion for work and life
Experience a new paradigm of leadership development in an environment where teams and leaders can be pushed to their next level. This three-day workshop is designed to help participants “experience” leadership through hands-on processes that provide the opportunity to see and feel the impact of decisions. This immersion is designed to expand leadership awareness and ability to lead people and teams. 'The Forge: Team Execution' focuses on building skills to inspire and empower others to perform at their ultimate best.
1 Day
TSMs and HVAC Contractor Principles who are looking to bring their business to the next level
• 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
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!
2 Days
Those responsible for creating the companies marketing strategy and executing various campaigns
• Digital evaluation
• Why digital
• Current digital footprint
• Digital strategy
• Implementation
The digital era has created a more level playing field, allowing small businesses to compete with the industry giants and win. Changes in consumer buying habits have created a rapid sequence of technology and marketing trends, as well as compliance requirements for business owners'. Discover the overall digital marketing strategy approach it takes to sustain and grow your business with this ultimate Digital Marketing and Lead Generation workshop for HVAC entrepreneurs.
If you aren’t talking about the following with your marketing agency, you will not want to miss this Digital Marketing and Lead Generation workshop:
• Artificial Intelligence
• Augmented reality
• Virtual reality
• Voice search
• Mobile first
• Schematic markup
• Accelerated mobile pages
• PHP7+
• WordPress 5.0+
• Google moments
• Content marketing
• Streaming video / video
This workshop is designed to guide you through the 12-Step Digital Marketing Roadmap to compete and achieve accelerated results in today’s digital environment.
2 Days
Those responsible for determining pricing strategy and implementing it in the business
• Branding strategy review
• The three different pricing methods
• Service pricing
• Maintenance pricing
• Replacement pricing
It can often take weeks, if not months — sometimes a lifetime — to develop a fully integrated pricing strategy. Proper pricing is the backbone of any successful business. The Marketplace Pricing workshop is designed to fast track this process.
In this workshop, participants are exposed to how to align pricing strategy with branding strategy. Since consumer buying habits have changed over the past decade, the workshop explains how to match pricing strategy with demand during the busy season and throughout the rest of the year.
The workshop is designed for participants to walk away with a comprehensive understanding on how to read a profit & loss statement and how to departmentalize their business. They will be introduced to the Residential Replacement model and whether they should be using time and material or flat rate pricing. Finally, the workshop will help participants evaluate the value proposition and pricing strategies of a maintenance agreement program and determine how to incorporate it into their business.
The workshop offers participants the opportunity to discover:
•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 workshop. This is an implementation workshop focused on giving participants the edge in their marketplace.
2 Hours
Contractors
• Understand dealer fees
• Identify opportunities to offer affordable energy efficient equipment with long-term financing
• Improve the customer experience with financing
• Leverage manufacturer buydowns and rebates
If you've mastered the basics of financing take this class to take your financing options to the next level where financing becomes a profit, not a cost. Understand dealer fees and learn to use programs with slightly higher dealer fees to boost customer experience. Learn how to implement financing programs that, while seemingly costly, won't affect your bottom line while boosting customer experience to take your tickets and profits to another level. Promote energy efficient equipment through longer term financing programs and leverage financing buydowns to bring the best programs to your customers at the lowest cost to you.
2 1/2 Days
TSMs and Contractors
• 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
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 dominate their industries.
The "Bold: Advanced Leadership" workshop is a challenging course designed for top performing professionals who are ready to take their leadership skills to the next level. This is a hands-on, deep-dive, bootcamp style training. "Bold: Advanced Leadershi"' is 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.
This is not a fix-it class. Many managers want to send their least productive person to help them improve their performance. However, in most cases, we have found this practice to be counter-productive. Send your top employees to this training and get the benefits of having your best be at their best.
We intentionally limit this workshop's enrollment. We believe the smaller programs (16-18 people) are optimal. Register early as this training course fills up fast.
1/2 Day
Contractors
• Protecting your margins
• The power of maintenance agreements
• Knowing your business KPIs
• Using reporting to make better business decisions
• Operational best practices
This class addresses the technology curve, the adoption of technology within the workplace and consumer experience. Customer expectations are changing, and while you can't automate everything, you should automate what you can. This workshop delves into the topics of changing team behavior among employees with varying levels of technological expertise and how to adopt technology in the business to address a variety of operational problems.
1 Hour
This course covers the chemical properties, safe handling, transport, and storage of R-32 refrigerant.
4 Hours
Daikin One + installation and commissioning procedures. (S21)
4 Hours
ComfortBridge™ Communicating Technology installation, control algorithms, and CoolCloud™ HVAC App.
8 Hours
Daikin Single/Multi-Zone installation and commissioning procedures (Includes R-32).
8 Hours
Daikin Single/Multi-Zone service and troubleshooting procedures. Daikin Ductless Basic Operation / Bluetooth® D-Checker / Troubleshooting Tools and Testing / Course Exercises.
60-90 Minutes
This courses covers HVAC physics, concepts and theory.
60-90 Minutes
This course covers the basic refrigeration cycle and the functioning of the four major components, compressor, condenser, metering device and evaporator.
60-90 Minutes
This course covers the proper functions and limitations of common HVAC tools.
60-90 Minutes
This course covers the proper methods for measuring and calculating evaporator super heat and condenser subcooling.
60-90 Minutes
This course covers how to accurately troubleshoot refrigeration cycle problems such as overcharge, undercharge, low evaporator air flow, metering device problems and others.
60-90 Minutes
This course covers how to identify and understand the features and functions of various metering devices in order to apply it correctly in an HVAC system.
60-90 Minutes
This course covers good practices, specifications, and the correct construction of refrigerant piping in an HVAC system.
60-90 Minutes
This course covers fundamental principles of design, operation operating theory and system interactions of various compressor types that are used in HVAC systems.
60-90 Minutes
This course covers proper procedures and equipment for recovering refrigerant from systems to meet applicable standards.
60-90 Minutes
This course covers proper procedures and equipment for de-gassing and de-hydrating HVAC systems.
60-90 Minutes
This course covers proper procedures and equipment for charging partially charged and completely empty HVAC systems.
60-90 Minutes
This course covers proper procedures and equipment for properly diagnosing and cleaning a HVAC system with a compressor motor burnout.
60-90 Minutes
This course covers fundamental principles of design, operation operating theory and system interactions of various fan types that are used in HVAC systems.
60-90 Minutes
This course covers how to identify, apply, illustrate and accurately define electrical concepts and components as they pertain to the HVAC industry.
60-90 Minutes
This course covers how to apply, illustrate and accurately define concepts and operation of components as they pertain to gas heating and ventilation.
60-90 Minutes
This course covers how individual inverter components work to control motor speed.
3 Hours
Amana brand 1&2 Stage Heat Pump service and troubleshooting procedures.
3 Hours
Amana brand 1&2 Stage Air Conditioner & Heat Pump installation and commissioning procedures.
2 Hours
Daikin 1&2 Stage Heat Pump service and troubleshooting procedures.
2 Hours
Amana brand AVZC20 Inverter Heat Pump service and troubleshooting procedures.
2 Hours
Technicians will learn the fundamentals of superheat and subcooling and how to use these techniques to diagnose system problems.
3 Hours
Principals of gas combustion, various types of venting, dangers of carbon monoxide.
2 Hours
Technicians will learn how to properly diagnose compressor failures and the underlying causes of early compressor failures.
2 Hours
This course is an introduction to wiring diagrams, symbols, and basic circuits.
2 Hours
Operation and construction of all types of motors used in HVAC, including Induction, ECM (constant volume), and EEM (constant torque). It also covers troubleshooting and service of these motors.
2 Hours
This course teaches the proper techniques, tools, and equipment used for evacuation and charging of HVAC systems. Technicians will learn how to charge by weight, superheat, and sub-cooling.
2 Hours
Instructs technicians on how to analyze air distribution systems and make adjustments to enhance system performance. This training also covers static pressure measurement, CFMs, and system capacity. In addition, the course is intended to instruct technicians on methods used to determine proper system airflow. Does not teach duct design.
1 Hour
Bluetooth® Shared Data Loader (BTSDL01) setup and loading of shared data onto ComfortNet® and ComfortBridge™ equipment.
2 Hours
UT-3000 Zone Control installation and commissioning procedures.
3 Hours
Multi-Position Ultra Low Nox Package Unit installation and commissioning procedures.