November 7 - 9, 2018 - Orlando, FL
This three day event is designed to allow a company to develop a business and operating plan for the year ahead. In addition to conducting a full review of all the company business processes, we will work to then prioritize the company goals. Once we have established all the relevant goals, we can then create a plan that will consist of a Financial plan, Marketing Plan, Production Plan, and a Human Resources Plan.
We will create a working budget that transcends a one time budget and becomes an operating platform for your company. We will also design a lead forecast, sales, sales closure rates, estimated marketing budget to create those leads, and a forecast for labor an crews, techs maintenance.
We will review all methods of pricing, market and cost based, the methods you may enjoy implementing to increase your sales, as well as consumer promotions for your slower transition shoulder seasons, a break-even calculation, and how to be sure we are making a profit and positive cash flow in any given period.
In workshop we will create a positioning cookbook price system, and analyze how this can be used in your own company. Whether you already have a set price book or not this analysis is essential to know how a company can sell utilizing overhead per crew day, and combining marketing practices in the slower periods.
Finally we will cover all aspects of service management, developing tech lead turnovers and sales, service agreements, accessory sales, and marketing to gain access to new service clients both digitally and also via traditional media.
It is a power packed 3-day event, a working session, that will allow you to walk away with a real goal plan and action plans to complete the work.
Group Training – The Improvement & Change Process in a Company
Leadership & Forming a Company Operating Plan
Financial Planning & Mapping
Service & Maintenance Department Planning
Creating a Lead Generation Plan with a Company Marketing Plan
Executing the Company Plan
In order to get the most out of this workshop, it is strongly recommended that you come prepared with the following materials.
Items 7 and 8 can be monthly printouts of detailed income statements- by month to project – in a budget of sales and costs. We would like you to bring a budget that you have done.
You are not required to bring all of these materials, but please be aware that you will get far more out of this workshop if you do!
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.