EGIA
Qualifying, Scheduling, and Accountability of Sales Opportunities

Tuesday, May 19 - Wednesday, May 20

Virtual Workshop

Agenda

This workshop qualifies for 7 CEU credits

1:00PM – 4:30PM EASTERN (10:00AM - 1:30PM PACIFIC)

Qualifying, Scheduling, and Accountability of Sales Opportunities

It’s a common refrain, ‘Nothing happens until somebody buys something.’ The reality, however, is that a purchase can’t happen without first assessing the customer, the home, and the job scope—and having a face-to-face conversation with the homeowner.

When a customer calls, or a technician flips a repair call, an opportunity to have a conversation with a homeowner about their lifestyle is created. A professional service provider ensures all conversations are brought to completion.

In fact, one of the best ways to maximize revenue and profitability, all without increasing marketing expenses or lead-generation activities, is by learning to screen and set appointments more effectively and hold salespeople accountable to status reporting and conversation completion.

Learning Objectives:

  • Effective qualifying for initial Design Technician visits
  • Efficient scheduling and clustering
  • Confirmation strategies to ensure appointments are honored
  • How to separate your company as the market authority
  • Importance of what, how, and why your company performs an in-home analysis
  • Handling customers concerns with Debriefing activity
  • Holding Design Technicians accountable to performance
  • Sales analytics performance reporting

Presenter

Speaker Cameron
Drew Cameron
CEO, Flow Odyssey | President, Energy Design Systems, LLC
Drew Cameron is North America’s most sought-after sales and marketing strategy and success advisor to Home Services Contractors as the founder and CEO of Flow Odyssey (formerly HVAC Sellutions), president and co-owner Energy Design Systems, and EGIA Contractor University founder, trainer, and board member. Drew is a renowned author, speaker, educator, coach, consultant, software developer, philanthropist, and a Contracting Business International Consultant award winner and NCI Influencer award winner.

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