Residential HVAC is math based on facts, data, and science (thermodynamics and physics) put into action and mechanical use to provide homeowners with a comfortable and healthy home life experience designed by Comfort Advisors.

What does a Comfort Advisorneed to know beyond their ability to communicate effectively to deliver a world-class customer experience that results in happy customers and a profitable job?

You need a high-level understanding of the math, science, and applications of HVAC, IAQ, and Home Performance.

In this course we will provide attendees with a foundation of specialized knowledge, skills, and tools to develop their confidence to diagnose, design, and communicate effectively with customers and their team. You will learn how to take the technical and conceptual and make it practical for homeowners to understand and choose to invest.

NOTES: This training is intended for owners, sales managers and salespeople of any level that want to be better at separating themselves and their solutions from other companies and thrive in their role. The content is structured to appeal all people and persuasions with proven sales skills to indoctrinate them into the HVAC, IAQ, and Home Performance industry and hit the ground running.

This IS NOT a sales training course. See Contractor University site for sales training courses.

The content is product and brand agnostic/neutral.

• 1. States of Flow for In-Home Sales
• a. Self Flow – Being, show-up, presence, character, intention, intensity, desire, commitment, responsibility, attitude/outlook – Mind, heart, soul, spirit, body
• b. Technical and Tool Flow – Technical knowledge/wisdom, computer, software and apps, diagnostic tools
• c. Skill Flow – Organization, task management, discipline, communication, compelling, process execution
• 2. The house as a SYSTEM, the HVAC equipment alone is not the system!
• a. Thermal comfort
• b. Humidity control
• c. Building pressure
• d. Ventilation and Exhaust
• e. Air Quality
• f. RESULT: Creation of an energy-responsible/smart, comfortable, safe, healthy, and sustainable indoor environment
• 3. Comfort, Health, Safety, and Performance Protocol
• • Airflow
• • Air Quality
• • Comfort System
• 4. Equipment components
• a. Heating
• b. Cooling
• c. Blowertypes
• d. Compressor types
• e. Thermostats and controls
• f. Ductwork
• 5. Survey
• a. Customer
• b. Home
• c. Building Envelope
• d. System Application
• 6. Heat loss/heat gain load calculations
• 7. Equipment selection
• 8. Thermostats, zoning and control wiring, and settings
• 9. Installation scope and quality issues
• 10. Maintenance
• 11. Energy analysis and calculations
• 12. Experience enhancements
• a. Water Heaters
• b. Generators
• c. Solar