MAR 3 2026 – JS – Service Agreement Mastery - My Contractor University

Service Agreement Mastery

Tuesday, March 3

VIRTUAL WORKSHOP

Sponsored By

Agenda

Service Agreement Mastery

For owners and managers ready to turn a few hundred maintenance plans into a full-blown subscription engine, this half-day intensive delivers the complete toolkit. James R. Leichter guides you through every stage – market positioning, pricing science, operational delivery, marketing funnels, and renewal mechanics – with the detail only possible in a four-hour block. You’ll build a profit model, map the customer journey from first postcard to renewal, and script technician conversations that convert 30% of “maybe later” customers on the spot.

The session ends with a 90-day rollout plan: week-by-week tasks, KPI targets, and staff accountability checkpoints that keep momentum high long after the webinar ends.

Attendees will learn:

A comprehensive cost model that factors in drive time, consumables, and other important factors.
Tiered agreement structures (bronze/silver/gold) that upsell themselves.
A marketing calendar – email, direct mail, and CSR phone scripts – proven to lift renewals 25%+.
Technician and CSR compensation tweaks that align incentives with agreement growth.
A 90-day implementation checklist with milestones for operations, sales, and accounting.

Presenter

James R. Leichter

Founder, Aptora Corporation, Majority Partner RA Tax and Accounting, President Mr. HVAC LLC

James R. Leichter is the rare blend of master mechanic and serial tech entrepreneur. After turning a wrench straight out of high school, he channeled that frontline know-how into founding Aptora Corporation, creators of the award-winning Total Office Manager® ERP suite and Flat Rate Plus® pricing systems used by thousands of service contractors. Through his MrHVAC.com community and EGIA faculty work, James has delivered practical, no-fluff guidance to contractors in nearly every state, pairing street-smart operations wisdom with sharp financial insight from his role at RA Tax & Accounting.

Onstage, James’s energy is contagious. He’s led management workshops coast-to-coast since 1996, translating complex topics - pricing strategy, field-service automation, tax planning - into clear, profitable moves any shop can apply on Monday morning. As a sought-after consultant and expert witness, he’s coached hundreds of HVAC and plumbing businesses to double-digit growth while protecting margins.

When he’s not architecting software or sharpening a keynote, you’ll find him restoring vintage watches, tinkering with electronics, or riding horses across the Kansas backcountry with his wife and possibly a few curious barn cats in tow - proof that for James, fixing things isn’t just a job, it’s a way of life.

WELCOME BACK!