Wednesday, December 7 - Friday, December 9
Day 1 & 2 8:00AM - 5:00PM EASTERN, Day 3 8:00AM - 3:00PM EASTERN
The Hyatt Regency Orlando
9801 International Dr
Orlando, FL 32819
Designed to allow a company to develop a business and operating plan for the year ahead. In addition to conducting a full review of all the company business processes, we will work to then prioritize the company goals. Once we have established all the relevant goals, we can then create a plan.
The plan will consist of a Financial plan, Marketing Plan, Production Plan, and a Human Resources Plan.
We will create a working budget that transcends a onetime budget and becomes an operating platform for your company. We will also design a lead forecast, sales, sales closure rates, estimated marketing budget to create those leads, and a forecast for labor and crews plus maintenance techs.
We will review all methods of pricing, market and cost based, the methods you may enjoy implementing to increase your sales, as well as consumer promotions for your slower transition shoulder seasons, a break-even calculation, and how to be sure we are making a profit and positive cash flow in any given period.
In this workshop, we will create a positioning cookbook price system, and analyze how this can be used in your own company. Whether you already have a set price book or not, this analysis is essential to know how a company can sell utilizing overhead per crew day, and combining marketing practices in the slower periods.
Finally, we will cover all aspects of service management, developing tech lead turnovers and sales, service agreements, accessory sales, and marketing to gain access to new service clients both digitally and also via traditional media.
Group Training – The Improvement & Change Process in a Company
Leadership & Forming a Company Operating Plan
Financial Planning & Mapping
Service & Maintenance Department Planning
Creating a Lead Generation Plan with a Company Marketing Plan
Executing the Company Plan
Pre-Work/What to Bring:
Please bring a working laptop or device that has Microsoft Excel so you can work within the spreadsheet templates we will provide.
Gary Elekes is serial entrepreneur with a passion for helping others become more successful by sharing what he has learned over the past 3 decades working closely with all facets of the contracting industry. During his career, Gary has held senior management positions at Lennox and Service Experts. In 2000, Gary moved into entrepreneurship and started his training and consulting business EPC. Today, EPC continues to support growth oriented businesses aspiring to reach 20% EBIT. He also designed the very first web based learning platform for the residential contracting industry, which acts as a support system for training and learning in HVAC and plumbing trades, and has over 5,000 subscribers.
In 2003, Gary began acquiring contracting firms with a focus on developing turn-around opportunities. He also opened and operated several start-up businesses. In 2010, he added web design/SEO and online marketing to his company portfolio starting Imarket Solutions as a co-founder. Gary graduated from Ohio State University with a BSBA and also holds a Master's Degree in Business and Finance.
Drew Cameron is America’s Most Sought-After Sales & Marketing Strategy and Success Advisor to Home Services Contractors and president of both FLOW Odyssey (formerly HVAC Sellutions) and Energy Design Systems, LLC: the premier industry alliance providing leading-edge technology along with complementary marketing and sales consultative support, recruiting, training, and coaching for performance and profit enhancement of Home Services Contactors. Drew is a renowned author, speaker, educator, coach, consultant, software developer, philanthropist, and an International Consultant Award Winner. Drew is also a president of the Cameron Family Memorial Foundation; a Board member, a Foundation Board Trustee, a Contractor University Founder & Faculty member, Resident Expert of Contractor Connect for Contractor University; a member of Black Belt Contracting (BBC).