Thursday, September 24
Virtual Event
Agenda
1:00PM – 2:00PM EASTERN (10:00AM - 11:00AM PACIFIC)
Spring and fall create the best opportunity to strengthen customer relationships before peak demand hits. This Coaches’ Counsel session helps contractors use HVAC maintenance plans and hustle-season scheduling to slow the visit down, spend meaningful time with the customer, and create natural opportunities for upgrades and system enhancements—without pressure or chaos.
Primary Focus
- Maximizing maintenance plan value during hustle seasons
Concepts
- Maintenance plans are relationship builders, not just retention tools. Spring and fall give technicians time to educate customers, explain system condition, and build trust.
- Hustle seasons are when maintenance should be scheduled on purpose.
- Slowing the visit down increases average ticket the right way.
- If upgrades and enhancements aren’t happening during maintenance, they won’t magically appear in peak season.
Presenters
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.
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