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.
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
Company Culture to Support Plan
Register For This Event
Price: $599/Attendee (Non-Premium Members)
2 free registrations for Premium members.
March 26, 2019
8:00 a.m. - 5:00 p.m
Renaissance Newport Beach Hotel
4500 MacArthur Blvd.
Newport Beach, CA Driving Direction
Cancellation Policy The deadline to cancel your training registration without penalty is 15 business days prior to the training start date. Registration cancellations received after the deadline will result in a cancellation fee equal to the ticket price of this workshop.
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
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).
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.