Marketing, Branding & Lead Generation

Marketing, Branding & Lead Generation

Tuesday, February 9 - Wednesday, February 10

10:00AM - 2:00PM PACIFIC (1:00PM – 5:00PM EASTERN)


Virtual Event


To help dealers understand the need for a marketing plan, marketing calendar, lead forecast and sales forecast and how to create quality leads. This class will also focus on developing better ads, use of financing, yellow pages and advertising as a whole.

Course Materials:

  • Power Point Slides – Marketing, Branding & Lead Generation Processes
  • Marketing Evaluation Questions
  • Written Marketing Plan – Sample with Media Plan
  • Data of the Example Media Plan to Show Real Data in TV/Broadcast/Radio/Demographics
  • Market Potential Document – Defining the Market
  • Websites – URL’s Noted to Demo in Class as part of Power Point Files
  • Electronic Files – Marketing Plan Template, Media Plan files, All PDF’s Invoices and Agreements, Pricing of Agreement Files, Extended Warranty Files, Benefits PDF, Sample Marketing Files, Promotional Budget Calculator, Sweet 16 Promotional Cost EXCEL tool

Topics Covered:

  • Overview of Marketing Model in today’s Environment
  • Marketing Evaluation
  • Marketing Planning Outline – Brand, Theme, Attributes, Customer Experience
  • Setting Marketing Goals for the year, BHAG 10 Year Goal
  • Service Agreements – Acquisition
  • Digital Marketing – Website Design, SEO, PPC, Social Media, Remarketing, Rep. Mgt., Reviews, Lead tracking and Understanding Metrics in Marketing
  • Marketing calendar Layout of Media
  • Advertising & Media, Internal Marketing, and Operational Marketing
  • Marketing programs and Promotional Ideas
  • Allocation of Funding into Media – Choices, Use of Co-op

What to bring (Dealers):

  • Samples of current marketing materials
  • Media Plan and Ads company has used or plans to use
  • Marketing budget and promotions used if any

Follow up Homework:

  • Watch all Marketing videos (27)
  • Study the relevant Marketing Files on the Site – Best Practices
  • Develop the yearly marketing goals
  • Isolate Company Marketing Strategies – Service Agreements, Acquisition, Media, Internal
  • Develop a marketing budget
  • Develop a marketing calendar
  • Build a lead budget and tracking program – cost per lead

Who Should Attend

Owners of Trades Businesses, Any Marketing Manager or Marketing Related Position

Please NOTE: Agencies are Not Welcome in this workshop – Conflict of Interest


EGIA Event Services





Event Details

Start date: February 09, 2021

End date: February 10, 2021

Start time: 10:00 a.m. PST

End time: 02:00 p.m. PST

Venue: - Meeting ID: 959 8521 9460

Directions: Marketing, Branding & Lead Generation

Premium Members: FREE Registration Plus Members: $99/Person
EGIA Members must log-in to take advantage of the above discounted workshop pricing


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.