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. That’s why we work hard to make sure all three are working in harmony to drive business and customer satisfaction. Our HVAC business coaching will teach you and your team how to ethically gain the most replacement leads.

customer service rep talking on the phone

Coaching Your Customer Service Representatives

Close More Calls + Customer Retention

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. 

As representatives of your HVAC company, your CSRs have the potential to drive business. 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, and making the best first impression of your company, resulting in a dramatic revenue boost for your company. With coaching and consultation from Service Excellence Training, your CSRs will hone their skills and learn to provide top-notch customer service.

SET Tech preparing to work on an AC unit

Training Top-Quality HVAC Technicians

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. Here at Service Excellence Training, we teach best practices and never condone cutting corners.

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. Technicians are vital for the success of your HVAC business, so ensure your team is trained, with honed skills and practice with real-life coaching scenarios.

SET Tech explaining the services completed to the customer

Industry Training For Sales Staff

Boost Replacement Sales

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. From heating and cooling systems to ductwork, ventilation accessories and more — there’s always an opportunity for an add-in! 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. 

With ethical methods, data-driven goals and realistic benchmarks, our coaching can bring your company closer to long-lasting success. When you work with our coaches, we can train your sales staff to reach higher numbers of closed deals.

Trades Coaching Effective Managers

Nurture Talents For Long-Lasting Success

If your CSRs, technicians and salespeople are the heart of your company, your managers are the head. They maintain customer relations while leading the team, but even the best managers could use expert business training and coaching. No manager is perfect, and there’s always room for growth. This is where our coaching services come in!

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.

With coaching from Service Excellence Training, your managers will get hands-on experience and practice. They’ll learn about working with different types of people, using adjusted learning styles and proven methods. Trust that your managers are making the best choices for your business, today and every day.

business owner

Coaching For Business Owners In The Trades

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. Our metrics are tested and proven to help you learn how to grow your business successfully.

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.

Coaching from Service Excellence Training is comprehensive, effective and results-driven. No matter what aspect of your HVAC business you’re interested in developing, we’re here and ready to help.

Let’s Talk

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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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