Excellence Development Series

This series has been designed with the busy employee in mind, being both flexible to the individual’s needs and modular for optimal return on the participant’s time investment.

Skills and Insight Gained

  • Permit the attendee to grow business revenues and profits
  • Build net worth of the business entity
  • Prepare the business for succession
  • Build a Quality culture in the company
  • Learn to optimize use of time
  • Deal with issues of a shrinking workforce
  • Develop leadership skills and related abilities
  • Network with colleagues to share ideas and best practices

Structure of Series

The Excellence Development Series contains a general track titled "Operations" for use by anyone within an organization. Other specific have been designed for the areas of Sales, Service and Installation.

  • Excellence - This phase focuses on developing the participant and organization’s skill in understanding the foundation to organizational growth and communication by adopting a mindset of quality.
  • Operations - Lays the groundwork for attendees to create a sound business foundation. The courses in this track are designed on developing the participant’s skills in leadership, teambuilding and problems solving. Along with these skills, individuals will be financial and Internet planning principles that will sustain and encourage organizational growth.
  • Sales & Marketing - This coursework includes subjects to assist and guide the employee in developing proper traits to be a productive sales professional.

Excellence

Excellence Commitment Orientation

Introduces the manager to the four major principles that act as drivers in establishing skill-sets related to internal and external customer service excellence, operational excellence, and the process for implementing excellence within the organization (2.5 days)

Leadership

This course offers exposure to the difference between a boss and a leader and the skills to become a coach to your employees. (2 days)

Teambuilding/Problem Solving

This topic introduces the manager to traits and skills required effective teamwork, and employs the use of problem solving. (2 days)

Sales & Marketing

Sales Management

Addresses the skills and tools that allow the senior manager to effectively oversee the sales function of the company. This is not a sales training course, although it will offer extensive exposure to the sales process. (2 days)

Design/Build Target Marketing

This seminar will outline the traits and skill for employing effective marketing strategies to design/build opportunities. (2 days)

Marketing Management

This program includes market analysis, market positioning and identifying advantages of maintaining and adhering to a market plan. Advertising and promotions will be discussed. (2 days)

Residential Sales

Enable both new and experienced service sales professionals to develop or enhance the fundamental skills required to sell residential HVAC services. Participants will also learn the art of service territory and account development. The graduate of this seminar will have the tools and training to perform the residential service sales functions. (2 days)

Commercial Service Sales

This seminar will enable both new and experienced service sales professionals to develop or enhance the fundamental skills required to sell commercial HVAC/R service contracts. Participants will also learn the art of service territory and account development. The graduate from this seminar will have the tools and training to perform the complete commercial service contract, sales functions. (5 days)

Advanced Commercial Service Sales

This course enables experienced commercial service sales professionals, managers and owners to develop or enhance their skills in an effort to promote the concepts, products, and/or services of their organizations. (2 days)

Performance Contracting

In this course, participants will learn how to position performance contracting as a win-win solution for the customer, eliminating competition and negotiating work via project scope and timelines. (2 days)

Operations

Dispatch Management

This seminar will define the role of dispatching in a customer service organization and suggest tools to implement for it to be effective. (2 days)