November 28, 2017
EGIA Contractor University Weekly Update
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
on Service Management Operations

Service management can be one of the more difficult functions in a service company, yet it's one of the most crucial. An effective service department can generate leads, drive sales, maximize service agreements and ensure productive calls, and the management function jumpstarts all of those processes and keeps them on track. In this month's Snapshot Survey, we're asking about Service Management Operations to get an idea of what's working in the industry -- and what's not.

Take this month's survey and be entered for a chance to win a $100 Visa or Mastercard Gift Card.

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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Last month, we surveyed contractors on Customer Service & Dispatching. Below is the result from one of the questions we asked.

Does your company have a customer service strategy in place to respond to social media comments and reviews?

The traditional way customers find and talk about businesses has changed. Social media and review sites, with their ability to offer unfiltered customer feedback and a more personal experience, are now king. Most companies seem to understand that, as 68% of respondents indicated their company has a policy in place to respond to online reviews, while 32% do not. The important thing to keep in mind is that, even if you don’t think you’re on social media, you are. Reviews are being left whether you’ve signed up for it or not, so you’d better get on board and establish a policy to both mitigate negative feedback and encourage and validate positive reviews.


Log-in to Access the Full Research Report on Customer Service & Dispatching

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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Year-End Review, Part 2

What are the ten key performance indicators that you need to measure to make sure you're hitting your goals, milestones and making the progress you need in order to hit ground running in 2018 and have your most successful year yet?

In the latest episode of Cracking the Code, Weldon Long and John Ketchell once again welcome Gary Elekes, who presents part two of our year-end review series to ensure you're on track for a big 2018.

Watch the Free Clip
Premium and Plus members, Log in to Watch the Full 30-Minute Episode
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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
The following training materials have been added this week to the Contracting Best Practices Online Library. EGIA Premium & Plus members can now log-in to the EGIA Contractor Portal to access these resources.


checkmark Marketing & Lead Generation Strategy 12 – Home Shows, Mall Shows and Local Events (6.23)
checkmark Marketing & Lead Generation, Strategy 13 – CAUSE Marketing (6.24)
checkmark Marketing & Lead Generation, Strategy 14 – Being the Expert Using News Releases & PR (6.25)
checkmark Marketing & Lead Generation, Strategy 15 – Networking (6.26)
checkmark Commercial Maintenance Agreements and Replacement (11.4)
checkmark Human Resources – Disaster Planning for a Company and Employees (13.15)
checkmark Installation Job Execution (16.5)
checkmark Installation Packages for Residential Change Out – Standardized Packages (16.6)
checkmark Installation Process – Delivering an Exceptional Brand Experience From Installation (16.7)
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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Free Snippet from the Weekly "Ask the Experts" Conference Calls

How do I bring up financing with a customer?


The first thing you want to remember is rich people love financing. They use it to leverage capital and they're always thinking about return on capital. And poor people love financing. They use it ...

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Register & Submit Your Own Questions for the Next "Ask the Experts" Conference Calls for Premium EGIA Members

Register for All Staff Call
Friday 12/1
1pm Pacific (4pm Eastern)
Register for Owner/GM Call
Monday 12/4
10am Pacific (1pm Eastern)
EGIA Podcast
“What 4 Decades Selling Has Taught Me”

In the third episode of the Contractor Coffee Club podcast, host Mark Matteson taps his unique background and shares some of the valuable lessons and unique strategies he’s learned over his four decades in sales and contracting. Plus Mark answers contracting questions submitted by listeners and previews his upcoming webinar on how to achieve 75% closing rates.

Learn More & Listen Now
EPIC 2018
The Ultimate Success Summit for Home Services Contractors

September 27-28 at the Cosmopolitan of Las Vegas

Next year’s must-attend conference from EGIA is going to be EPIC! EPIC2018, a new incomparable event from EGIA Contractor University, is coming to the Cosmopolitan Hotel in the heart of the Las Vegas Strip on Sept. 27 and 28, 2018. Experience two full days of business changing insights from EGIA Contractor University’s renowned faculty, headliner keynote presentations, networking opportunities, exhibitor tables and more!

An unforgettable welcome reception at the Marquee Nightclub on Wednesday, Sept. 26, from 5:00-7:00pm, complete with complimentary drinks and hors d’oeuvres for all attendees, precedes a conference kickoff the morning of Thursday, Sept. 27. The event will wrap-up by 2:30pm on Friday, Sept. 28, giving attendees plenty of time to enjoy the city for the weekend.

Premium members receive 2 free registrations and Plus members receive 1 free registration. All other contractors are welcome to register for a small additional cost.

Mark your calendars now & save the date! More information and registration will be available soon.

Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Technician Communication & Selling Training

Technician Communication & Selling is one of the 10 core areas of curriculum available through EGIA Contractor University. For each core curriculum topic, online classes, in-person workshops and online library resources (videos, templates, and implementation tools) are available for EGIA members. To learn more about our technician communication & selling training, watch the intro video below and take the online class demo.

HVAC Sales Academy Video
Tech Selling Class Demo
HVAC Sales Academy Video
Tech Selling Intro Video
Industry Leading Financing Available for Contractors
TruTech Tools
HVAC Sales Academy Video

TruTech Tools provides advanced tools and test instruments to technicians in the HVACR and Energy Audit Industries. The go-to source for advance tools and test instruments for techs in the HVACR and energy audit industries, TruTech Tools prides itself on stellar application support and a passion for precision.

Special Offer for EGIA Members:
5% discount on Thermal Imagers and a 10% discount on all other items!
More About This Offer
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Industry Leading Financing Available for Contractors
At EGIA, we have found that the most successful contractors throughout the country all have one major thing in common: they offer financing options with every sale. Yet it can be confusing weaving your way through all the financing solutions in the marketplace, and costly to pick the wrong one for your company. Our GEOSmart Financing Clearinghouse solves that problem. EGIA will clear the way and help you pick the right program for your business. We have done the research, vetted the leading finance service offerings, and leveraged our national buying power to secure the best financing solutions for our EGIA members.
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