Tuesday, May 4 - Wednesday, May 5
Virtual Workshop
Agenda
1:00PM – 5:00PM EASTERN (10:00AM - 2:00PM PACIFIC)
Summer is go-time in HVAC. The phones are ringing, schedules are packed, and opportunities are everywhere – but more calls don’t automatically mean more sales.
Peak Season. Peak Performance. Peak Sales. is an interactive sales tune-up designed to get your entire team dialed in and ready to capitalize on the busiest – and most profitable – time of the year.
This workshop takes attendees through the entire client journey, from the first phone call to the final close. We’ll break down how the office and field work together, how to recognize opportunities, build trust, communicate value, present solutions confidently, overcome objections, and turn more summer calls into revenue.
The goal is simple: make sure your team is performing at its peak when the opportunity is at its highest.
Key Takeaways:
- Get Your Team Summer Ready
Setting expectations, goals, mindset, and standards before the rush hits. - The Sale Starts With the First Call
How CSRs and dispatchers set the tone, build value, and prepare the technician for success. - Own the Service Call
Building trust, asking the right questions, identifying needs, and creating an exceptional client experience. - See the Opportunity
Teaching your team to recognize repair, replacement, membership, IAQ, and comfort opportunities without becoming pushy. - Present Value, Not Just Price
How to confidently present solutions and give clients options that make sense for their home and needs. - Objections → Opportunities
Handling ‘It’s too expensive,’ ‘I need to think about it,’ spouse/partner objections, second opinions, and competitor pricing. - Ask for the Sale
Recognizing buying signals, creating urgency without pressure, and confidently asking for the business. - Don’t Let the Lead Die
Follow-up strategies for unsold estimates, previous clients, memberships, and missed opportunities. - Summer Sales Tune-Up: Role Play & Coaching
Real HVAC scenarios, objection practice, and actionable coaching your team can take back to the business immediately.
Who Should Attend:
HVAC owners, managers, comfort advisors, service technicians, CSRs, dispatchers, and office team members who have a role in the client experience and want to maximize every opportunity during peak season.
Because peak season brings the opportunity. Peak performance turns it into results.
Presenter
In 2014, during his first calendar year as a comfort advisor — with only 8 months left in the year — Jason produced over $2.2 million in revenue. Since then, he has consistently generated over $3 million annually, reaching as high as $3.8 million with a closing average of 65–70%. Over the past six years, he has sold more than $18,000,000 in residential replacement, recognizing and seizing the massive opportunity the HVAC industry provides.
Now, it is Jason’s MISSION — and he believes everyone has a Spartan within — and it’s his job, his duty, and his obligation to bring that out. This calling has driven him to share his gift with the world. With hundreds and thousands of hours spent fine-tuning his sales process, Jason was ranked 3rd in the nation as a comfort advisor by Success Academy & AirTime 500, earned the Crown Champion Award multiple years in a row, and was featured in Compass Magazine in the article titled “Learning from the BEST!”
Since launching his training program, contractors have seen transformative results — average tickets have increased by 10%, some by as much as 40%, with additional gains of $1,000 to $4,000 per ticket. Through his training, Jason shares what’s possible in this industry with the right mindset, process, and procedures.
While traveling and training, he has visited countless companies and worked with some of the most successful individuals in the HVAC space. He’s experienced opportunities that most HVAC contractors will never have — and now he’s committed to opening those doors for others.
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