Regional Training & Remote Coaching

Commercial HVACR & MEP Education & Training Classes

Online Pre-Class & Post-Class Education combined with 2 or 4 Day Classroom Settings


Hilton Garden Inn – Sarasota-Bradenton Airport, Sarasota Florida

June 4-5, 2024

Commercial Service Sales & Negotiating Training

The objective of the Commercial Building Services & Project Sales Training is to provide education for Sales Reps related to the sales process, marketing approach and activity management necessary to be successful in effectively selling maintenance, controls solutions, negotiated projects, fire and security proposals using the proven “7 Step Selling System”.

This advanced sales training will focus on the following areas including a Direct Marketing Approach as well as Ownership & Operating Costs: Preparation for Marketing, Prospecting, Appointment Setting, Qualifying, Surveying, Negotiating and Closing Sales with an overview of Estimating and Delivery.  All classes include the classroom manual and electronic versions of dozens of documents, scripts, sales collateral, support tools, proposals, estimating tools and anything presented and displayed during the class and intense role-play situations!

Learn how to prospect, qualify, present, negotiate and close opportunities!

  • Ideal advanced sales training for maintenance sales personnel
  • Curriculum provided for HVACR, controls solutions, fire and security sales
  • Sales and activity management recommendations for success

ONLY $1,197/person (ServiceTrade – North Boundry Discount $997/person)

Please Call for Multi-attendee Registrations: 330.807.8719


Hilton Garden Inn – Sarasota-Bradenton Airport, Sarasota Florida

June 6-7, 2024

Effective Project Management Training

Project Management – Planning & Prioritization for better labor management by understanding the principles, process and prioritizing labor tasks and activities.  This comprehensive training is the introduction to the labor management process.  The training includes techniques and strategies for activity planning, work delegation structure and schedule planning.  Includes planning tools and activities – and learning the Principles & Process for Success with Leadership, Management, and Supervision strategies.

Learn WDS (Work Delegation Structure), Labor Planning and scheduling for cash flow and forecasting to better manage projects and installations through scheduling.   The intense workshop focuses on the second area of labor management and includes education on work delegation structure and the successful process for managing labor in large or mid-size projects and installations.  Develop Team Building and implementation skills, learn the labor management process, know the necessary tools.

Understand Upgrades & Add-ons for customer satisfaction and assured profit by proposing changes and add-ons formally, negotiating.  This workshop helps everyone involved with projects or construction to negotiate add-ons, change-orders or upgrades.  Helps to finalize the project with “punch list” and execution strategies.  Learn how to develop and execute commissioning for maximized profits.

ONLY $1,197/person (ServiceTrade – North Boundary Discount $997/person)

Please Call for Multi-attendee Registrations: 330.807.8719

Combined Class

JUNE 4-7, 2024 **Attend All 4 Days**


Attend all four days for only $1,997.00 !!

Request information about the VSM (Virtual Sales Manager Remote Coaching Program) and VGM (Virtual General Manager Remote Coaching Program) month-to-month weekly calls and webinars

The most comprehensive Sales, Management & Leadership training available to mechanical, electrical and plumbing service contractors today.