Business Planning Bootcamp

Business & Operations

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 set up 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!

Creating Accurate Financial Statements

Daikin & Amana Elite Training Summit

Business & Operations

In this interactive workshop, participants will delve into the intricacies of entrepreneurship, gaining a thorough understanding of what it truly means to be an entrepreneur. The focus will extend beyond theoretical concepts, as attendees actively engage in honing their skills to master the art of converting phone calls into valuable appointments. Then, through hands-on exercises and practical insights, participants will work on developing a strategic approach that not only secures appointments but also transforms them into profitable sales. This workshop aims to empower individuals with the knowledge and tactics essential for navigating the entrepreneurial landscape, ensuring they not only establish meaningful connections but also drive tangible business success.

Who Should Attend: Owners, General Managers, Service Managers, Sales Managers

Duration: 2 ½ days

The Forge: Team Execution

Business & Operations

Forge: Team Execution focuses on team development, from core trust to true execution. Over three days, this challenging course immerses professionals in the aspects of a high-performance team and team execution. This is a deep experiential training designed for business owners, entrepreneurs, executives, and managers to experience with their teams to enhance trust, communication, production, and understanding. Participants will be required to work with different personality types, which is designed to help each attendee become aware of their behavior in relation to building a high-performance team. When teams leave this program, they have clarity about how to operate better with the trust required to produce exceptional results. Over 50% of the program is outside and can accommodate physical limitations.

Team Execution is delivered in a completely different style than BOLD. The expectation is that each member already understands the level of accountability and performance required to excel in a Driven Leadership Program.

Who Should Attend: Owners, Principals, General Managers, Operations Managers, Fleet Managers, Sales Managers, Comfort Advisors, Service Managers, Install Managers

Duration: 2 ½ days

Business Strategies

Business & Operations

By focusing on operations, financial planning, and business systems, this program equips key personnel with the tools needed to operate profitably without additional stress. This course enhances financial aptitude by equipping participants with the knowledge and skills, enhanced by AI, to make informed financial decisions, manage resources efficiently, and achieve long-term financial success. It also helps participants create a well-designed financial framework to track performance, adapt to changing circumstances, and maintain accountability, fostering better accountability, fostering better resource allocation and sustainable growth.

Who Should Attend: Principals, Owners, Managers, Sales Managers, TSMs, ASMs, RMs

Duration: 4 hours

Daikin Ductless 3Ps (Positioning, Pricing, Promotion)

Business & Operations

This course is part of Daikin's Ductless Mastery Program. When incorporating ductless products into your portfolio, it’s essential to evaluate their distinct value alongside your current offerings. Understanding market demand and customer preferences helps determine whether these products serve better as complementary options or stand-alone solutions.

This course explores the key components of competitive pricing— emphasizing the importance of thorough market research and a solid grasp of production costs. Striking the right balance between affordability and profitability ensures your pricing remains compelling while covering operational expenses. Participants will also examine how to effectively promote side discharge products by leveraging targeted marketing strategies that showcase their functionality, durability, and overall value across multiple channels.

Who Should Attend: Owners, Operations Managers, General Managers, Install Managers, Service Managers, Sales Managers, TSMs, ASMs, RMs

Duration: 4 hours

Financial Basics for HVAC Contractors

Business & Operations

This course will give you the financial skills and understanding to take your business to the next level. Throughout the course, you’ll: Discover the mechanics behind your company’s revenue generation, allowing you to spot opportunities for improvement and growth. Learn how to calculate your net profit per job, giving you the ability to optimize your operations and maximize profitability. Uncover the true meaning behind your gross margin figures, shedding light on your cost effectiveness and business efficiency. Grasp the differences between profit and loss statements and balance sheets and learn to quickly identify if your financial statements are incorrect, helping you ensure your business decisions are based on accurate data. Understand the roles and responsibilities of your bookkeeper and outside CPA, helping you manage these key relationships for the financial health of your business.

Who Should Attend: Owners, Principals, General Managers, Service Managers, Sales Managers, Comfort Advisors, Selling Technicians, TSMs, RSMs, ASM

Duration: 6 hours

Marketplace Pricing

Business & Operations

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.

Participants should walk away with a comprehensive understanding of how to read a profit and 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.
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.

Who Should Attend: Owners, Principals, General Managers, Operations Managers, Fleet Managers, Sales Managers, Comfort Advisors, Service Managers, Install Managers, TSMs, ASMs, RMs

Duration: 2 days

Next Level of Profit

Business & Operations

When you started an HVAC business, you had many of the same goals as any successful entrepreneur. One common goal was to increase the level of your company’s brand equity. Your company’s reputation (aka, brand equity) in the marketplace is often the difference between being successful or not.

If you agree that your company’s brand equity is one of the most important business assets you have, then you don’t want to miss any opportunity to harness that equity. Because when you harness brand equity, it can drive more sales.

Who Should Attend: Owners, Principals, Managers, TSMs, ASMs, RMs

Duration: 1 day

Profit on Purpose

Business & Operations

In this program, participants will examine the essence of entrepreneurship, gaining a profound understanding of what it truly means to embark on the journey of building and sustaining a successful business venture. Through a blend of theoretical insights and practical exercises, individuals learn to navigate the challenges and seize the opportunities inherent in the market.
Furthermore, this program equips participants with the actionable strategies and tactics essential for driving tangible business results. With a focus on generating leads and maximizing conversion rates, participants will learn how to orchestrate a seamless process that transforms initial inquiries into lucrative sales.

Who Should Attend: Owners and Managers

Duration: 1 ½ days

Side Discharge 3Ps

Business & Operations

This course is part of the Side Discharge Mastery Program. When strategically positioning side discharge products within your portfolio, it’s crucial to consider their unique value proposition alongside existing offerings. Assessing market demand and customer preferences can inform us where these products fit best, whether as complementary additions or standalone solutions.

This course discusses the elements of setting competitive pricing, thorough market analysis, and how an understanding of production costs is paramount. It focuses on the balance between affordability and profitability, ensuring pricing remains attractive while covering expenses. Participants will investigate how effective promotions entail highlighting the benefits of side discharge products through targeted marketing campaigns across various channels, emphasizing their functionality, durability, and value proposition.

Who Should Attend: Owners, Managers, TSMs, ASMs, RMs, Professionals responsible for Pricing

Duration: 4 hours

Worry-Free Comfort

Business & Operations

This comprehensive training program is designed for HVAC professionals, including technicians, dispatchers, office personnel, and business owners/managers. The course aims to build a culture centered on maintenance excellence, driving efficiency, profitability, and customer satisfaction. Participants will learn how to create and price maintenance plans, understand key performance indicators (KPIs) for a successful maintenance program, and leverage cloud services to maximize operational performance.

By the end of this course, you will have a firm grasp of your business’s financial aspects, empowering you to make informed strategic decisions. This course is more than a standard financial basics class – it’s your road map to financial success in the HVAC industry.
In essence, this course will transform the way you view and manage your HVAC business finances, setting the stage for enhanced growth and profitability.

Who Should Attend: Owners, Principals, General Managers, Operations Managers, TSMs, ASMs, RMs, Customer Service Representatives, Dispatchers

Duration: 4 hours

Advantage: Engaged Communication

Customer Experience

The Advantage teaches you to be more self-aware of your communication style and its positive and negative impact on the teams around you. It helps you understand yourself and others as it relates to communication: How do you communicate under stress? How do you deal with conflict? What assumptions/judgments do you make? What are your core beliefs and values? How have culture, traditions, expectations, and experiences influenced these, and do you expect others to have the same beliefs and values? How do people perceive you? Do want to be right, or do you want a solution? Once you understand yourself, then we will drill down into understanding others by creating empathy and awareness - truly putting yourself in other people’s shoes and seeing things from their point of view. Only when you have self-awareness can you examine the core behaviors associated with functional and dysfunctional communication. Only when you have this clarity, can you truly begin effective communication, which helps develop stronger relationships. Are you ready to get off the bench and get into the game?

Who Should Attend: Owners, Principals, Managers, TSMs, ASMs, RMs, Comfort Advisors, Selling Technicians, Lead Installers, Customer Service Representatives

Duration: 3 ½ Days

Bold: Advanced Leaderships

Customer Experience

BOLD is an Immersive Experiential Program. Participants are put into challenging situations and get the opportunity to think, problem solve, and collaborate to work their way through the situation, receiving live feedback on real behavior: How do you handle stress, pressure, and change? What do you do when a challenging personality disagrees with your opinion? Are you a leader who strives to control your way through an issue or are you well versed in diplomacy, but struggle with setting boundaries? We all have areas that, when developed, will help us lead and respond better in difficult situations. Participants will gain clarity and realize a deeper confidence and awareness of their own leadership abilities, as well as how to work stronger within teams. This course is designed to make your best even better.

Who Should Attend: Owners, Principals, General Managers, Operations Managers, Sales Managers, Comfort Advisors, Service Managers, Install Managers, Fleet Managers, Fabrication/Shop Managers

Duration: 2 ½ Days

Customer Service Performer

Customer Experience

Consumers often buy based on their customer experience, so it is important to establish a positive interaction from that first 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 demanding 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 through 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.

Who Should Attend: Customer Service professionals and those who manage the customer service experience

Duration: 1 Day

Be a Digital Dealer

Marketing

Tired of chasing down technicians for customer checks or invoices? Comfort advisors or sales staff missing information about installations or not offering financing on every call? Or do you want to lead your market by having a business that is fully integrated from the time a customer finds you online to interacting with them after the sale? This course is designed to help you achieve your goals. We will discuss the importance of the digital age, how contractors are growing within this new element, and how you can learn to implement key processes into your business to help you achieve the “digital” status. We will cover several key elements, including accounting, website, field service management, and pre- and post-sale components.

Who Should Attend: General Managers, Owners, Operations Managers, Fleet Managers, Sales Managers, TSMs, ASMs, RMs Dispatchers, Customer Service Representatives

Duration: 2 Days

Marketing Summit

Marketing

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 develop 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.

Who Should Attend: Owners, Principals, Managers, Sales Managers, TSMs, ASMs, RMs, Marketing Managers

Duration: 1 Day

Comfort Dojo: HVAC Sales Training for the Modern Buys

Sales & Product Knowledge

Whether new to the trade or a veteran looking to sharpen skills, Comfort Dojo offers today’s HVAC professionals a simple way to sell with confidence, clarity, and care. The class explores key differentiators at each step of the in-home experience — from the first phone call to the post-install follow-up — helping participants build their value at every step and stand out from the competition.

Graduates will leave with a personalized visual presentation, real- time objection-handling practice, and a consistent framework to help confidently close more jobs, increase margins, and grow referrals long-term.

Who Should Attend: Operations Managers, Principals, General Managers, Sales Managers, TSMs, ASMs, RMs, Comfort Advisors, Inside Sales, Service Managers, Selling Technicians,

Duration: 2 Days

Daikin Ductless Sales & Application

Sales & Product Knowledge

This course is part of the Daikin Ductless Mastery Program. This course offers a comprehensive learning experience centered around ductless mini-split system design and application. Blending foundational knowledge with hands-on practice, participants will explore the unique considerations of designing efficient, effective ductless solutions for residential settings.
Throughout the course, students will complete multiple design projects—from performing heating and cooling load calculations to selecting the right mini-split equipment based on system requirements. Rather than focusing on traditional ductwork, the course will highlight optimal placement and zoning strategies specific to ductless installations, ensuring peak comfort and energy efficiency.

In addition to technical training, participants will develop the skills needed to confidently present ductless system options to homeowners. This includes translating complex specifications into clear value propositions and comparing mini-splits to other HVAC solutions. The course also integrates the latest in financing strategies, equipping students with techniques to present flexible payment options as part of a well-rounded system proposal.

Who Should Attend: Selling Technicians, Owners, Principals, General Managers, Lead Service Technicians, Sales Managers, Comfort Advisors, TSMs, ASMs, RMs

Duration: 4 Hours

Increasing Sales Through the Power of Process

Sales & Product Knowledge

This hands-on, interactive workshop equips participants with the tools and confidence to sell premium indoor comfort solutions effectively. By overcoming common psychological barriers to success, attendees will design a personalized sales process using advanced HVAC tools, including the “TA2PPED Into Success” sales methodology.
Key elements include skill practice exercises, identifying strategies to stand out among competitors, asking better questions to lead the prospect to a better comfort solution, offering financing, including heating and cooling load calculations, introducing inverter system options and employing new skills to achieve measurable outcomes such as:

• Higher closing rates.
• Larger ticket sizes.
• Increased adoption of high-efficiency and add-on product sales.

Sales & Application: Energy-Skilled Recognition

Sales & Product Knowledge

This new course is an exciting opportunity for technicians! It is held in conjunction with the Pacific Northwest National Library and the Department of Energy. Those who complete the course will be added to the DoE’s Energy-Skilled Search Engine. Google has launched an initiative in collaboration with the DoE to connect consumers with contractors that employ “Energy-Skilled” technicians. Under this initiative, Google will display an Energy Skilled badge on contractors’ Business Profiles if at least one technician has earned a credential recognized as “Energy Skilled” by the DoE.

Participants will do a deep dive into system design and complete several designs in class performing a heating and cooling load, selecting the equipment and designing the duct work. Students will then practice presenting options to the homeowner while utilizing the latest financing techniques.

Who Should Attend: Owners, Principals, General Managers, Operations Managers, Sales Managers, Comfort Advisors, TSMs, ASMs, RMs, Selling Technicians

Duration: 2 Days

Selling in a Digital World

Sales & Product Knowledge

This course delves into the evolution of Daikin as a leading technology company and explores the innovative strategies behind side-discharge systems, emphasizing their role as a sustainable, homeowner-friendly solution rather than a sales tactic. Participants will learn to effectively position these systems as simple, profitable, and efficient solutions that align with both contractor and homeowner needs. Key topics include presenting system using the "TA²PPED into Success" sales process, addressing homeowner concerns like humidity control and connectivity, and leveraging tools like Wrightsoft and Daikin Tech Hub. In addition, we’ll cover the basics of financing options for seamless sales and installations.

Who Should Attend: Service Managers, Selling Technicians, Owners, Principals, Managers, Sales Managers, Comfort Advisors, TSMs, ASMs, RMs

Duration: 4 Hours

Side Discharge Sales & Application

Sales & Product Knowledge

This course is part of the Side Discharge Mastery Program. It is a comprehensive educational experience that blends theoretical knowledge with practical application and focuses on participants exploring the intricacies of system design. They will engage in hands-on activities, undertaking multiple design projects, including assessing heating and cooling loads, selecting appropriate equipment for the given requirements, and designing the ductwork necessary for efficient air distribution.

Moreover, beyond just the technical aspects, participants will also learn about the practical considerations involved in presenting these design options to homeowners. This involves not only understanding the technical specifications and benefits of different systems but also being able to communicate these effectively to homeowners. Finally, the course incorporates the latest financing techniques, and participants will learn various ways of presenting financing options to homeowners as part of their overall system design proposal.

Participants will do a deep dive into system design and complete several designs in class, performing a heating and cooling load, selecting the equipment, and designing the duct work. Students will then practice presenting options to the homeowner while utilizing the latest financing techniques.

Who Should Attend: Selling Technicians, Owners, Principals, General Managers, Lead Service Technicians, Sales Managers, Comfort Advisors, TSMs, ASMs, RMs

Duration: 4 Hours

Daikin Ductless Mastery Program

Mastery Programs

The Daikin Ductless Mastery Program offers three distinct courses available on the same day – 3 Ps, Sales & Application, and Install & Startup.
The program focuses on these core disciplines:

Owners and Mangers
3Ps (Positioning, Pricing, Promotion)
• Support leadership in effectively positioning and promoting ductless solutions within their market.
• See course BO-DM3P for more information

Sales Teams
Ductless Sales & Application
• Equip sales professionals with tools to design and present ductless solutions, improving close rates and increasing average transaction values.
• See course S-DMS&A for more information

Technicians
Ductless Install & Startup
• Training for techs who are looking to advance their product and application knowledge.
• See Technical Training [TD-7] for more information.
Upon successful completion, the program will expand across the entire Daikin footprint in FY2025. By empowering contractors and providing actionable tools for success, the Daikin Ductless Mastery Program positions Daikin as a leader in the North American ductless market.

Duration: 4 hours; all courses are held on the same day, at the same time

Side Discharge Mastery Program

Mastery Programs

The Daikin Side Discharge Mastery Program offers three distinct courses available on the same day – 3 Ps, Sales & Application, and Install & Commissioning – allowing participants to select the one that best suits their interests or needs. This variety ensures that everyone can find a course aligned with their personal or professional goals.

Owners and Mangers
3Ps (Positioning, Pricing, Promotion)

• Support leadership in effectively positioning and promoting side discharge solutions within their market.
• See course BO-SD3P for more information.

• Equip sales professionals with tools to design and present side discharge solutions, improving close rates and increasing average transaction values.
• See course S-SDS&A for more information.

• Training for techs who are looking to advance their product and application knowledge.
• See Technical Training [TRV-B] for more information.

Introduction to HVAC

Residential Technical 

The purpose of this course is to provide information and instruction on the basics of Heating, Ventilation, and Air Conditioning. (HVAC).

Who Should Attend: Anyone desiring to learn HVAC Fundamentals

Duration: 2 Hours or 8 Hours

Fast Track Tech

Residential Technical

With qualified technician shortages on the rise, business owners are looking for an immediate source of well-trained, ready-to-work, technicians. We’ve partnered with Ultimate Technical Academy and National Technical Institute to offer this expertly constructed Fast Track Tech workshop. This is one of the most in-depth courses offered in our industry and the ultimate bootcamp 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.

Who Should Attend: Technicians new to the industry looking to become Maintenance Technicians or Installation Helpers

Duration:
UTA: 2 weeks in person
NTI: 12 Hours online and 5 days in person 

IAQ Principles

NCI Airflow Testing & Diagnostics - Virtual

• A printed manual
• An NCI Air Diagnostics Data Clipboard with handy tables and charts
• Numerous downloadable materials including NCI's exclusive Test Procedures, Fan Performance and Duct Sizing Tables, Filter Sizing Procedures, Grille and Register Selection, and more – 19 downloads in all
• Qualify for 8 NCI Continuing Education Units (CEUs) for recertifying up to three existing NCI certifications (additional recertification fees apply)
• Qualify for 4 BPI and 8 NATE CEUs"

NCI Airflow Testing & Diagnostics

NCI Duct System Optimization - Certification Course

NCI Combustion Performance & Carbon Monoxide Safety

• North American Technician Excellence (NATE): 24 hours
• Building Performance Institute (BPI): 12 hours
• For state and local hours, visit http://www.ncilink.com/CEU

NCI Duct System Optimization & Air Balancing Certification Course

• 24 hours of training over a 3-day period.
• Two printed course manuals and one workbook.
• Two portable Field Reference Guides designed to help you perform field testing and diagnostics.
• An NCI Air Diagnostics Data Clipboard with handy tables and charts
• Numerous downloadable materials including NCI's exclusive Test Procedures, Fan Performance and Duct Sizing Tables, Filter Sizing Procedures, Grille and Register Selection, a Manufacturers Engineering Data Locator, and more – 46 downloads in all!
• By completing this class, you qualify for NCI’s Duct System Optimization Specialist and Residential Air Balancing certification exams
• Qualify for 24 NCI Continuing Education Units (CEUs) for recertifying up to three existing NCI certifications (additional recertification fees apply).
• Qualify for 12 BPI and 24 NATE CEU

NCI Residential HVAC System Performance & Air Balancing - Certification Course

Residential Technical

• 24 hours of training over a 3-day period
• Two printed course manuals
• Two portable Field Reference Guides designed to help you perform field testing and diagnostics
• Numerous downloadable materials including NCI's exclusive Test Procedures, Fan Performance and Duct Sizing Tables, Cooling Performance tables, Filter Sizing Procedures, Grille and Register Selection, Manufacturers Engineering Data Locators, Report Forms, and more – 64 downloads in all!
• By completing this class, you qualify for NCI’s Residential System Performance Specialist and Residential Air Balancing certification exams.
• Qualify for 24 NCI Continuing Education Units (CEUs) for recertifying up to three existing NCI certifications (additional recertification fees apply).
• Qualify for 12 BPI and 24 NATE CEUs
• Numerous downloadable materials including NCI's exclusive Test Procedures, Fan Performance and Duct Sizing Tables, Filter Sizing Procedures, Grille and Register Selection, a Manufacturers Engineering Data Locator, and more – 64 downloads in all!
• By completing this class, you qualify for NCI’s Duct System Optimization Specialist and Residential Air Balancing certification exams.
• Qualify for 24 NCI Continuing Education Units (CEUs) for recertifying up to three existing NCI certifications (additional recertification fees apply).
• Qualify for 12 BPI and 24 NATE CEUs.

NCI Commercial Air Balancing

Residential Technical

• NATE: 24 hours
• BPI: 12 hours
• For state and local hours, visit http://www.ncilink.com/CEU