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