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Contractor Development Series

Commercial Service Agreement Sales

Unlock the Potential to Earn Greater Profits

Register for this class today!

 

Learn how to grow your commercial service department by identifying key markets, developing prospecting strategies, and utilizing a thorough sales process. This Commercial Service Agreement Sales course will teach you how to track your progress, in detail, for new business development. We will introduce you to the term "Business Acumen" and strategies that encourage long-term relationships combined with “competition-reducing” approaches for success in commercial service agreement sales.

 

Business Acumen — What Is It? 

Business acumen is an understanding of what it takes for a company to make money. It involves financial literacy, which is an ability to interpret the numbers on financial statements, as well as an understanding of the business strategies that impact these numbers. Higher level of involvement, ability to think strategically and the capability to position your company’s products and services within your customers’ business context are just a few of the positive outcomes of business acumen.

Consider this example: In football, it’s necessary for players to know how the game is scored as well as how to play the game to change the score. In business, financial literacy is understanding the “score.” Business acumen is knowing how to impact the score. With increased business acumen, your people know how to use their financial and strategic understanding to impact your company’s bottom line.

Source: Ray Green - Paradigm Learning

 

Winning Sales Through Business Acumen, Volume I of III

Long term relationships are built on "trust" and depend on whether or not you have a servant attitude. Sure, customers want you to have technical competence. Of course they want you to master your field. But what else is vital to a strong customer relationship? Trust. More and more in this fast-changing marketplace, knowing how to become your client’s trusted advisor is essential to client loyalty.

The more your clients trust you, the more they’ll seek your advice, include you on more strategic or complicated matters and respect you. The more they’ll give you coveted referrals, forgive your mistakes, feel comfortable and make you comfortable. The more they’ll believe in your judgment, pay your bills without questioning and provide the kind of info needed for you to help them and provide quality service.

So, do you have your own trusted advisor? Do you turn to a particular person for advice about career, business and even personal matters? Consider the characteristics you’d want to find in a trusted advisor: someone who apparently understands and likes you, whom you can depend on, who helps you think things through, who stays calm, who corrects you gently, who can be counted on to speak truthfully. Someone who can diffuse your tension in a difficult situation, who has values you trust, who remembers all that you say, who challenges your assumptions and helps you find your false assumptions. Someone who helps you look at things from a fresh viewpoint, who helps you distinguish your emotion from your logic, who outlines options and allows you to choose, who always keeps your interests in mind, and who makes you feel comfortable.

Finally, wouldn’t your clients look for the same traits as you would? Here’s the bottom line: pass tests on the list if you want to be your customers’ trusted advisor. Which characteristics do your clients believe you demonstrate? How do you hone your skills? Remember: you can learn how to earn trust. Along the way to becoming a full-fledged trusted advisor, you’ll quickly reap hefty benefits as you start to earn trust.

 

Learn the Traits of a High Achiever Salesperson.

  • Understand what core and skill specific competencies constitute a high achiever

  • Understand the importance of knowledge of your markets, products/services, competitors and the sales skills to successfully position yourself with your customers.

  • Understand how to self assess your sales skills to identify areas for skill development.

Honesty and integrity are "core competencies" - behaviors required across all job function types.

Consultive selling is a "skill specific competency" - behavior that is required to be successful in the sales job function.

 

This program demonstrates a step-by-step system that gives contractors the tools and support documents they need to grow commercial service business.

This program also provides the necessary processes, procedures, and tools to build a foundation of commercial service by:

  • Targeting key market segments

  • Working with high level decision makers

  • Gaining long term customer relationships

  • Yielding higher margins for your service work

  • Creating residual income

  • Generating advance billing for service agreements

  • Gaining “first look” opportunities to negotiate repair, retrofit and add-on, replacement work.

  • Leveraging high value equipment

  • Eliminating initial price concerns

  • Introducing value propositions

  • Encouraging survey, estimating, delivery and forecasting strategies for preventive maintenance

Topics covered:

  • Introduction to Conceptual Selling

  • Service Agreement Marketing Approach

  • Service Agreement Sales Process Overview

  • Planning & Prospecting Strategies

  • Setting Appointments & First Structured Meetings

  • Qualifying, Surveying, Estimating & Operating Cost Analysis

  • Confirming Information & Financials

  • Proposal Generating and Presenting

  • Closing, Gaining Agreement & Performance Review

  • Delivery & Activity Management (Implementation)

Some "On-the-Job Activities that you will want to take home with you:

  • Ask the customer how he/she would like to receive information.

  • Constantly explore customers thinking.

  • Assess what technical or business resources will be required in a particular account.

  • Understand how your customer makes decisions.

  • Demonstrate an understanding of how your customers create value for their customers.

  • Keep a list of top ten business trends in your customers industry.

  • Create reasons for keeping in front of your customers.

  • Conduct an account analysis before pursuing sales opportunities to identify if it’s real, winnable, and worth your efforts.

  • Continually re-qualify prospect throughout the sales process.

  • Develop relationships with customers through informal settings such as trade shows, social events, outings, lunch, etc.

 

Download a PDF registration form that you can print and fax.

or 

Register online

To view the training schedule and enroll in this class, click the button below

 

Schedule

 

Instructor information:

Mark Roberts

Mark Roberts 

 

Mark Roberts has twenty-seven years of experience in the HVAC industry as a sales person, manager, trainer, consultant, and entrepreneur and a strong background in commercial business management and sales. Mark’s primary focus has been to provide contractor owners and managers with the training, tools and resources to grow commercial service. He has also worked with several contractors to develop and standardize the sales process and introduce better tools for selling preventive maintenance agreements.

 

Mark was also a top performer for a LINC ® Service mechanical contractor, performing sales and management duties. Besides owning his own commercial contracting business, he has taught Commercial Service Agreement Sales, Strategic Sales Management, Leadership Management, Service Estimating, Effective Dispatch Management and Project Management classes for contractors in the United States and Canada.

 

Providing Leadership Management for the HVAC Industry

 

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