May 14, 2019 - Volume 77
EGIA Contractor University Weekly Update
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
"Improving CSR Skills During the Summer Season"

The last thing we want to do is lose an opportunity during the summer.

Weldon Long demonstrates a role-playing exercise that can help dial in your customer service representatives and dispatchers to capitalize on every opportunity. Plus, Gary Elekes explains how to effectively dispatch the right technician to every call.

All that and more, on this week's episode of Cracking the Code! Watch now before it enters the EGIA members-only archive on 5/20.

Watch the Show
Download the Podcast
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See how much you can save with SFP by applying for a savings proposal. The first 25 EGIA members who log-in and submit the "request information" form on the SFP page will be entered to win a $500 Visa gift card.
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HVAC Sales Academy Video

Hear from two companies that have received immense value from Service First Processing.

John Wayne Testimonial
Service Champions Testimonial
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
The following training materials have been added to the Contracting Best Practices Online Library this week. EGIA Premium & Plus members can now log-in to the EGIA Contractor Portal to access these resources.

checkmark 18.1 – Overtime Pay and Pay Plans – What to Know About Tracking Overtime
checkmark 18.1 – The Structure of Establishing a New Entity – What Options and Why
checkmark 21.1 – Commercial Selling Business Model – Maintenance, Replacement, Service
checkmark 21.5 – Commercial Maintenance – The Selling Model and Benefits Matrix to the Client
checkmark 21.6 – Commercial Sales (CAM) Recruiting, Hiring and Development Processes
Log In Now
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
on Preparing for Summer Busy Season

The summer rush is quickly approaching for many contractors around the country. We want to know how you prepare your company to handle the rush and capitalize on increased leads.

Take this month's survey on Preparing for the Summer Busy Season and be entered for a chance to win a $100 Visa or MasterCard gift card.

Take the Survey Now
April’s Contest Winner
Congratulations to Art Harmon of Comfort First Heating and Cooling in Sanford, NC for winning last month’s $100 gift card.
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Sign Up Now to Secure a Seat

EGIA’s acclaimed educational workshops are back this fall starting in September and, as always, registration is free for EGIA Premium Members!

Take advantage of nine live training events on wide-ranging topics crucial to the success of your contracting business, including sales, leadership, marketing, and much more!

Most will sell out, so sign up today while space is available.

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

What are the 4 or 5 top areas to focus on in my business to make this summer as profitable as possible?


Great question! The number one mistake I see in the summer time is that while our average close rate goes up – because the weather is helping us close business – it’s not unaverage for the average ticket to go down. People get in a hurry and they tend to solve less complicated problems and sell less efficient, less comprehensive solutions. It kind of gets lost in the maze of making a lot of money. …

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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 6/3
10am Pacific (1pm Eastern)
Register for Monday 6/17
10am Pacific (1pm Eastern)
EPIC 2018
October 3-4, 2019 - Bellagio, Las Vegas, NV

We’ve assembled an all-star cast of industry titans to deliver you game-changing business expertise under the Vegas lights. Join us for 2 days of inspirational breakout sessions, dynamic networking opportunities, and powerful motivation from unforgettable keynote speakers – including television legend Jay Leno. Just listen to our previous attendee’s experience:

“I don’t know if you can put a price tag on the value of this conference with the amount of networking, information given and overall support for your business. Each speaker had endless amounts of knowledge.”

– Cathleen Helin, Northern Plumbing & Heating

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
EGIA Podcast
“Selling accessories on Tune ups”

On, Reid asked:

“What is the best way to handle maintenance customers’ complaints of technicians wanting to sell accessories on tune-ups?”


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
Marketing, Branding & Lead Generation Training

Marketing, Branding & Lead Generation 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 marketing, branding & lead generation training, watch the intro video below and take the online class demo.

HVAC Sales Academy Video
Marketing, Branding & Lead Generation Online Class Demo
HVAC Sales Academy Video
Marketing, Branding & Lead Generation Intro Video
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