March 5, 2019 - Volume 67
EGIA Contractor University Weekly Update
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
The Value of Saying "OK"

Bundling IAQ products together is a powerful way to solve your customer's problems while your techs are already in the home for a service maintenance call. But make sure you know when to get out the price list, and when to just listen to the client and simply say "OK."

This week, Weldon Long once again welcomes IAQ authority Steve Mores to continue the discussion on driving revenue during planned maintenance. Plus, our "Ask the Experts" panel takes on a tricky question on managing a tech who's great at everything -- except his paperwork.

All that and more, on the latest episode of Cracking the Code!

Watch the Show

Watch now before it enters the EGIA members-only archive on 3/11.

Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Sign Up Now to Secure a Seat

We’re halfway into the busy winter season – depending on your location – so a seasonal slowdown may be just a few weeks away for many businesses. What better time to focus on training?

More than a dozen live educational workshops are on the calendar through the end of spring, on wide-ranging topics that are absolutely crucial to the success of contracting businesses, including marketing, financials, customer service, sales, service agreements and much more.

Most will sell out, so sign-up today while space is available. As always, registration is free for EGIA Premium Members!

View Full Event Schedule
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Free Snippet from Our Biweekly “Ask the Experts” Conference Calls

How should we track digital conversions?


I like the question, because it actually assumes that we need to track digital conversions, so that’s the first really cool part about that question. Digital conversions are easy to track. Google makes Google Analytics available [free] that can be installed as a baseline dashboard on all websites. It doesn’t matter if it’s a really basic website or it’s a Ferrari-style design. …

Read More

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

Register for Monday 3/18
10am Pacific (1pm Eastern)
Register for Monday 4/1
10am Pacific (1pm Eastern)
EPIC 2018
Registration Now Open for the Can’t-Miss Contractor
Educational Event

Jay Leno, longtime host of NBC’s The Tonight Show, two-time Emmy winner and all around TV icon, will headline EPIC2019, the educational event that gives contracting business owners all the tools they need to take their companies to the next level.

Jay joins opening keynote Max Major, a famed mentalist, hypnotist and magician, along with the most accomplished group of industry educators ever assembled for one-and-a-half days of business-changing breakout sessions, invaluable networking opportunities, unforgettable keynotes and legendary Vegas entertainment.

Registration is now open for the event, with free tickets included at most EGIA membership levels. This event will sell-out, so don’t wait: lock-in your spot today!

Register Now
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
on Employee Retention

Finding good employees is typically cited as the top problem facing contracting companies. But once you’ve made that hire, it’s even more crucial to keep them satisfied and employed with your company. But how? An overall positive environment? Benefits that increase with length of employment? In this month’s Snapshot Survey we’re asking contractors all about Employee Retention, so we can get an idea of the best practices going on the industry – what works and what doesn’t.

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

Take the Survey Now
February’s Contest Winner
Congratulations to Rick True of Batchelor’s Service in Mobile, AL, for winning last month's $100 gift card.
EGIA Members Save $75 On Registration

Join us at the High-Performance HVAC Summit put on by our friends at the National Comfort Institute, April 15-18 in Orlando -- the only event of its kind that focuses entirely on selling and delivering high-performance HVAC systems.

Open to the entire industry, the Summit gathers like-minded performance-based professionals in a powerful event that mixes general sessions, breakout workshops, networking and much more. You'll walk away refreshed and focused on this year's topic: the entire high-performance sales and delivery cycle.

Be sure to attend EGIA's "Breakthrough Business Leadership" workshop immediately following the event on April 18 at the same venue!

EGIA members receive a $75 discount off registration to the NCI Summit and Alliance and Premium EGIA members receive free registration to the April 18th "Breakthrough Business Leadership" workshop! Learn more and register today at the links below.

April 18 Leadership Workshop
NCI Summit Website
20 Awards Will Be Given to HVAC Students

The EGIA Foundation, a 501(c)(3) nonprofit organization dedicated to improving the workforce shortage facing our industry, is now accepting applications for its scholarship program for the 2019-20 academic year.

Created to help attract young students to the HVAC industry, and once again position it as a first-choice career option, the EGIA Foundation Scholarship Program will award $2,500 apiece to 20 students pursuing an HVAC technical degree, certificate or diploma during the ’19-20 academic year.

To learn more about the program and its eligibility requirements, or to apply, click below.

About the EGIA Foundation
Learn More & Apply
EGIA Podcast
“Getting Decision Makers to the Table Instead of Email”

On, Jim asks:

“All the customers seem to be wanting you to just email them your proposals because they are too busy to sit down at the same time. How are others getting around this?”


See other contractors’ and consultants’ feedback, and join the conversation yourself, on Contractor Connect – the latest EGIA member benefit free for all members.

Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Business Equipment Upgrades Made Easy

Kapitus is now available on EGIA’s custom curated GEOSmart Financing Clearinghouse, a commercial financing program perfect for businesses that are looking to finance or lease medium to large sized equipment upgrades for their facilities. Additionally, Kapitus delivers a suite of business lending solutions for the full credit spectrum which will fit virtually every business or project need.

Program highlights include:

checkmark Loan sizes from $10K to $5MM
checkmark Equipment financing/leasing terms up to 72 months
checkmark Competitive interest rates
checkmark Limited documentation needed for loan amounts under $150,000
checkmark Simple credit application & fast credit decisions
checkmark Full credit spectrum options available
checkmark Marketplace of 6+ unique business financing products (SBA, LOC, Working Capital, Invoice Financing, etc.)
Click below, or call 866-797-7343 for more information and to enroll today!
Learn More
Industry Leading Financing Available for Contractors

One of the top manufacturers worldwide of laptops, tablets, desktops, servers and more, Lenovo develops, produces and markets secure, user-friendly, high-quality products and services for customers who want tech that does more.

Special Offer for EGIA Members:
30% off laptops, tablets, desktops, all-in-ones, workstations, servers & accessories, plus many more benefits!
HVAC Sales Academy Video
More About This Offer
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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
In-Home Sales

In-Home Sales 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 in-home sales training, watch the intro video below and take the online class demo.

HVAC Sales Academy Video
In-Home Sales Class Demo
HVAC Sales Academy Video
In-Home Sales Intro Video
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