Thursday, February 26
Virtual Event
Agenda
1:00PM – 2:00PM EASTERN (10:00AM - 11:00AM PACIFIC)
February creates space to prepare before demand returns. This Coaches’ Counsel session helps contractors tighten pricing, processes, and expectations while the schedule is lighter. The focus is on building a clear playbook now, so rising demand highlights strengths instead of exposing gaps.
Primary Focus
- Process readiness during low demand
Concepts
- Using slower demand to tighten pricing, processes, and expectations so spring doesn’t expose cracks. Slow season is when you get to fix what busy season hides. If your prices, procedures, and standards aren’t tight now, spring will reveal every weak spot fast.
- Use the slower season to lock in pricing, processes, and roles so rising demand exposes strengths – not weaknesses. This is where you assign ownership, clarify responsibilities, and remove gray areas. When volume rises, the company should run off roles and systems – not heroics.
- Slow months reveal process discipline. When the schedule is light, the only thing driving performance is discipline. February tells you if your team follows process because it works – or only when they’re forced to.
- If tickets and booking rates don’t improve now, they won’t magically improve later. Busy season won’t fix fundamentals. If the phone isn’t converting and the average ticket isn’t improving now, you’re just scaling the same issues into a bigger mess.
Presenters
Before joining EGIA, David spent nearly four decades serving the HVAC industry. He started out by sweeping floors and running parts at his grandfather’s HVAC business. After graduating from college, he founded a software company that developed one of the industry’s first DOS-based service management and dispatching programs. David also served as president of the family HVAC business and was elected to ACCA’s national board of directors. After the family business was sold in 1999, David transitioned to a career in HVAC training, coaching, and consulting, holding various roles with Comfort Institute, Profit Strategies, National Comfort Institute, and SilverBullet Price Page.
David graduated from the University of Georgia with a degree in Business Management, majoring in Management Information Systems.
Bob has worked and consulted with literally thousands of HVAC contractors and has a drive to help contractors grow their business and achieve their goals
Alumnus of the University of Georgia and holds a non-restricted conditioned air license in the state of Georgia.
Joel spent five years as a Franchise Business Coach with Aire Serv, supporting 40–60 franchisees and earning Franchise Business Coach of the Year. He also served in operational leadership roles in his family’s HVAC business and Dring Heating & Cooling.
An EPA-certified HVAC technician, Joel pairs real-world field experience with proven coaching systems that help contractors grow with clarity and confidence.
