June 12, 2018
EGIA Contractor University Weekly Update
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
“Must-Know Tips for CSRs This Summer”

The summer rush doesn't just mean busier techs and salespeople -- it means CSR's inundated with phone calls and emails. How can they stay on top of things while ensuring potential customers and sales don't slip through the cracks?

Weldon Long shares several tried and true strategies, including three can't-miss tips for CSR's during the busy season.

Plus how to work with homeowners who are in the middle of refinancing their home and don't want their credit pulled, and the importance of (and strategy for) building a large service agreement customer base.

Watch the Show

Watch now before it enters the EGIA members-only archive on 6/18.

EGIA Podcast
EGIA’s latest valuable member benefit is now live: Contractor Connect online discussion forum!

Join other EGIA members on the website to network and trade success strategies with contractors nationwide, ask and answer questions, and get feedback from contractors with boots on the ground as well as EGIA Contractor University’s acclaimed faculty of industry consultants and educators led by resident faculty member Drew Cameron.

Contractor Connect is included with all EGIA memberships. Visit now to start learning, contributing and networking today!

To get started, visit ContractorConnect.org
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Free Snippet from the Weekly "Ask the Experts" Conference Calls

What continuing education do you recommend for technicians and sales reps?


Well, first of all, once a year I believe everybody, I don’t care how long they’ve been in the industry – whether you’re a service tech, a service selling tech, or a comfort advisor -- you should be in a class...

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

Register for Monday 6/18
10am Pacific (1pm Eastern)
Register for Monday 6/25
10am Pacific (1pm Eastern)
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
In May, we surveyed contractors on Company Vision & Culture. Below is the result from one of the questions we asked:

Is your company vision put down on paper (ie a vision statement)?

It’s well established that having a company vision can get the entire organization on the same page, working with the same goals and values in mind. But while 82% of those surveyed said their company has a set of core values, just 71% said they have an actual company vision established and written down. Even if you think everyone understands the company vision, there’s plenty of room for (mis)interpretation if it’s not put down in writing. And several respondents don’t merely settle for a vision statement tucked into employee paperwork – some reported displaying it on an engraved plate in the office, while others emblazoned it in the conference room and even the warehouse.


Log-in to access last month’s research summary report on Company Vision & Culture, as well as the full Snapshot Survey archives

Log-in Now

Visit the interactive Contracting Best Practices Library on EGIA.org/Member-Benefits for training and education resources on Company Vision & Culture.

EGIA Podcast
“Proven Leadership Strategies with Gary Elekes”

Great contracting companies start at the top with leadership. Leadership sets the tone for the rest of the team, putting talented people in a position to excel and helping bring the best out of those who could use a little more attention. Good leadership allows the owner to step away for a day, a week, a month, and know the company can thrive without them.

In the first international episode(!) of the Contractor Coffee Club podcast, Mark Matteson is joined by legendary industry consultant Gary Elekes. Gary shares some tried and true leadership strategies and coaching tactics he's picked up over his three-plus decades in home services.

Learn More & Listen Now
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
on Employee Benefits

Employee benefits are a big factor for any small business -- they're both a significant cost, as well as a magnet to attract talented employees. In June's special Snapshot Survey, we're asking you all about how your employee benefit programs work.

Take this month's survey on Employee Benefits and be entered for a chance to win a $100 Visa or Mastercard gift card.

Further, Decisely, with whom we’re collaborating on the survey, will donate $10 to the EGIA Foundation for every survey that’s completed (up to $2000).

Take the Survey Now
EGIA Podcast

EGIA is joining forces with National Comfort Institute (NCI), the leading HVAC technical development organization, on a game-changing membership alliance for contractors!

The new High-Performance HVAC Alliance combines the entire suite of EGIA’s renowned member offerings with NCI’s best-in-class technical training for HVAC contractors – all at significant savings.

Bringing together all of the premium member benefits of both organizations, the High-Performance HVAC Alliance gives participating contractors access to the most comprehensive set of technical and non-technical training resources, support tools, and best practices for every aspect and role throughout any HVAC business.

Better yet, by joining the Alliance, contractors will save $250/month compared to paying separate premium membership dues for each organization.

Learn More About
This Powerful Partnership
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
EPIC 2018
The Experience You Need to Help Your Business Thrive

Attend EPIC2018 September 27-28 in Las Vegas, and experience the keynote speakers, breakout presentations, networking opportunities and indispensable resources you need to recharge and evolve your contracting business -- whether you're struggling with profitability or simply trying to get to the next level of success!

Keynote speakers include human behavior expert Connie Podesta and legendary outdoorsman Aron Ralston, whose harrowing story inspired the Oscar-nominated film 127 Hours. Smaller sessions on topics crucial to contracting businesses will be led by Contractor University’s acclaimed faculty, including Weldon Long, Gary Elekes, Drew Cameron and more!

For attendees who can arrive September 26, a welcome reception will be hosted at the Marquee Nightclub, including complimentary drinks and hors d'oeuvres and the industry’s best networking opportunities.

All contractors are welcome. Free registrations are available for EGIA Alliance, Premium, Plus and CBS members. Visit EGIA.org/EPIC2018 for more details or to register for the event that will change your life and impact your business forever!

Visit EPIC2018 Website
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Service Agreement Training

Service Agreement training 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 service agreement training, watch the intro video below and take the online class demo.

HVAC Sales Academy Video
Service Agreement Class Demo
HVAC Sales Academy Video
Service Agreement Intro Video
Industry Leading Financing Available for Contractors

Accepted at 90% of US fuel locations, the ExxonMobil Fleet National Card not only delivers immediate per-gallon discounts, but it integrates with GPS data to offer enhanced visibility into fueling behavior, fleet performance and overall business operations. In short, it’ll cut the overall cost of managing company vehicles.

Special Offer for EGIA Members:
Invoice discount of 5 cents on every Exxon & Mobil gallon purchased, plus all fleet program fees are waived.
HVAC Sales Academy Video
More About This Offer
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For more information about EGIA membership,
call us at 866-502-2021 or visit www.egia.org/join
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