HVAC Business Coaching

Bring new life to your HVAC business through smart consulting, results-focused coaching and expert training.

We understand the intricacies of the HVAC industry because we’ve worked in the industry ourselves. We know your maintenance, service/repair and installation departments are what fuel your HVAC business, so we’ll make sure all three are working in harmony to drive business and customer satisfaction.  Our HVAC business coaching will teach your and your team how to ethically gain the most replacement leads.

Close More Calls

Customer Service Representatives

Your customer service representatives are the frontline when it comes to your business. CSRs are oftentimes the first team members your customers speak to, so there is untapped potential for increased sales and customer satisfaction rates. Our coaching will teach your representatives techniques proven to increase call rates by 90% or more and level out sales during slower seasons. We’ll make sure CSRs are dispatching the right technicians to the right calls, resulting in a dramatic revenue boost for your company.

Boost Average Ticket Value


Using our results-driven approach to coaching and training, your technicians will soon have what it takes to boost sales while on service calls in an ethical manner. We’ll teach HVAC technicians to go beyond the basic service call to increase service agreement conversions to above 50%. In the HVAC industry, replacements and new installations are big business. We’ll help your technicians increase replacement leads to one in every six service calls. Beyond increased sales, technicians will improve their customer satisfaction scores to 96% or more – helping build customers for life.

Boost Replacement Sales

Sales Staff

Sales representatives are essential for lead generation and profit growth at your HVAC business. Our thorough training programs can help your sales team close deals and increase referral leads. In fact, our methods are proven to increase the closed sales rate to 90% or higher on referral leads and 60% or higher on marketed leads. Replacements are big ticket items in the HVAC industry. With our help, your sales representatives will know how to increase the sale of value-added items, resulting in a boost to your profit margins.

Nurture Talents


If your CSRs, technicians and sales people are the heart of your company, your managers are the head. They maintain the customer relations while leading the team, but even the best managers could use expert business training and coaching. We’ll teach your managers the leadership skills essential to boosting team performance and morale. We’ll identify the key performance indicators that set your managers apart from the competition, and teach powerful recruiting strategies that bring in the best talent in a competitive market.

Keeping Up The Pace


As a business owner, your company means everything to you. Our coaching and consulting services will help you achieve the success you’ve always dreamed of. We’ll do this by helping you establish business goals, budgets and plans – along with profit and loss business models for immediate growth that lasts. We know a company is only as good as the people who work there, so we’ll help you build camaraderie by building a company culture. With our coaching and consulting, your HVAC business will have all the tools it needs to succeed.

What SETs Us Apart?

Proactive Business Plans

A proactive business is a successful business. That's why our team takes the time to make sure every client has a proactive, not reactive, business plan. Our strategies make your business run more smoothly and profitable.

Proven Results

Our training services help businesses identify and achieve their key performance indicators (KPIs). Whether it's increased revenue or higher satisfaction rates, our methods allow you to see immediate and continued results.

Personalized Training

Our team of experts works hard to make sure your business gets personalized training. We'll work with your team one-on-one or in group settings to set and achieve your business goals. We develop training based on your goals!

Prioritizing People

We believe that people are the most valuable asset. We strive to provide outstanding benefits, life balance, leadership, and support to our team. We believe in helping people reach their greatest level of growth, contribution and satisfaction.

Success Stories

I've increased my sales from $250,000 a year to over $400,00! This really works.

-Scott Putman, Putman Plumbing

Success Stories

Over $2,400,000 in sales my second year after training with SET!

-Chris Yanez, Selling Tech

Success Stories

I sold $18,867 on my first call after SET's Press Play for Sales event series!

-Jake Pettit, Selling Tech

Success Stories

We have been with Service Excellence Training since 2015 and believe it is an integral part (training, coaching, mentoring) to our overall business model.

-Judy Mueller-Hyde, Director of Operations
Hydes HVAC Company Logo

Trusted By

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142 Cimarron Park Loop, Ste E, Buda, TX 78610
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