EGIA Contractor University

Educational Workshop

Service Agreements for Year-Round Profits

March 26, 2019 - Newport Beach, CA

Discuss in detail the structure of a service agreement program. The workshop will provide the forms, materials, and necessary structure to implement and execute a top performing service agreement process. A discussion will also be had around how to control and ensure profitable growth and generate quality leads.

Topics Covered:

  • How to Implement a Successful Service Agreement Program
  • Marketing Materials for Residential Service Agreements for Technicians
  • Compensation Plans and Incentives for Service Agreements
  • Goal-setting for Technicians on Service Agreements
  • Marketing Techniques to Target Zones and Existing Customers
  • Pricing Methods for Service Agreements
  • Metrics Around the Service Agreement Model
  • Scheduling Procedures
  • Company Culture to Support Plan

More Information

Course Materials

  • Course Manual/Workbook
  • Powerpoint Slides – Service Agreement Processes
  • Sample Service Agreement Files – Agreements, Collateral Materials
  • Technician Training Manual – Customer Experience Manual
  • Electronic Files – All PDF’s Invoices and Agreements, Pricing of Agreement Files, Extended Warranty Files, Benefits PDF

Who Should Attend?

  • Owners and Service Management in Trades Businesses

What to Bring

  • An Excel Capable Device is Highly Recommended
  • Current Service Agreement Example and Forms (If Applicable)
  • Technician Training Manual on Service and Maintenance Discussion with Homeowner
  • Technician Marketing Collateral for Marketing Maintenance Agreements
  • Promotional and Marketing Materials for Service Department If Available

Follow-up Homework

  • Watch All Service Agreement Videos
  • Study All Service Agreement Files and Documents on Site
  • Establish a Company Culture in Service Agreements
  • Establish a Tracking Accountability System
  • Revise or Produce Proper Service Agreement Forms
  • Develop Marketing Materials to Support Program
  • Develop Compensation Plan to Support Service Agreement Program
  • Understanding and Communicating Goals
  • Begin a Daily Huddle with Technicians – Review Key Metrics (Agreements).

Presenter Bio

Gary Elekes

President, EPC Training

Gary Elekes is serial entrepreneur with a passion for helping others become more successful by sharing what he has learned over the past 3 decades working closely with all facets of the contracting industry. During his career, Gary has held senior management positions at Lennox and Service Experts. In 2000, Gary moved into entrepreneurship and started his training and consulting business EPC. Today, EPC continues to support growth oriented businesses aspiring to reach 20% EBIT. He also designed the very first web based learning platform for the residential contracting industry, which acts as a support system for training and learning in HVAC and plumbing trades, and has over 5,000 subscribers.

In 2003, Gary began acquiring contracting firms with a focus on developing turn-around opportunities. He also opened and operated several start-up businesses. In 2010, he added web design/SEO and online marketing to his company portfolio starting Imarket Solutions as a co-founder. Gary graduated from Ohio State University with a BSBA and also holds a Master's Degree in Business and Finance.