May 21, 2019 - Volume 78
EGIA Contractor University Weekly Update
Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
"Service Tech Priorities During the Summer"

Focusing on the right priorities during the summer can prime your contracting business for success throughout the rest of the year.

Weldon Long introduces the importance of driving your service agreement base and making sure your salespeople are properly trained on the repair-vs-replacement conversation. Plus, Gary Elekes explains how to provide an exceptional customer experience and our experts discuss getting homeowners to the table.

All that and more, on this week's episode of Cracking the Code! Watch now before it enters the EGIA members-only archive on 5/27.

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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 18.2 – Choosing 3rd Party Vendors
checkmark 18.2 – Planning for Succession – Empowering Authority While Maintaining Control
checkmark 18.3 – Establishing Non-Compete Agreements and Key Man Insurance
checkmark 21.7 – Maintenance Proposal – Commercial Sales Process
checkmark 21.7 – Proposal Example Two – Commercial Maintenance
checkmark 21.7 – Commercial Replacement Proposal
checkmark 21.7 – Commercial Maintenance – Full Coverage Maintenance Proposal
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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
In April 2019, we surveyed contractors on TV & Radio Advertising. Below is the result from one of the questions we asked:

Has your company EVER done any form of television advertising (Commercials, Sponsorship, Etc.)?

Television advertising can help you target specific audiences to expand reach, produce leads, and reinforce brand awareness. According to the contractors who took our survey, 58% reported participating in some form of TV advertising against 42% that have not. Additionally, over half (68%) of the companies that have advertised on TV report targeting the morning timeslot.


Log-in to access this month’s research report on TV & Radio Advertising, along with more than six years of industry research archives.

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Visit the Contractor University Core Curriculum and Best Practices Library at for training and education resources on marketing, advertising, lead generation, and other related topics.

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

As the summer velocity increases, my sales team gets more leads than normal. I can't hire another salesperson just for the summer, so how do I ensure they still work each lead like it's the only lead they have?


Great question! It’s something we all have to deal with, it’s a summer time challenge for sure. The problem is that when the volume increases, our people are running more leads and it’s very common for the average ticket to go down. Average ticket is a reflection of building a relationship with the home owner, conducting a thorough investigation, and recommending high-performance solutions. ...

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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
“Bad Debt Collections”

On, Gary asked:

“I’m hoping to get some feedback on how to prevent bad debt as a result of customers not paying for work you’ve performed.”


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

Industry Leading Financing Available for Contractors
West Unified Communications

The world's largest conferencing provider, West Unified Communications created its InterCall service to deliver cutting-edge audio conferencing and web conference products for business customers.

Special Offer for EGIA Members:
Custom teleconferencing packages with savings up to 70%
HVAC Sales Academy Video
More About This Offer
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Learn Industry Leaders’ Keys to Success at Contractor Leadership LIVE
Leadership Training

Leadership Training is one of the 10 core areas of curriculum available through EGIA Contractor University, designed to help owners and managers develop their skills that facilitate growth in the company. 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 Leadership Training, watch the intro video below and take the online class demo.

HVAC Sales Academy Video
Leadership Class Demo
HVAC Sales Academy Video
Leadership Intro Video
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