2020 schedule · 2020. 7. 7. · april -june 2020 proposed schedule – effective 7-20-20 dates...

2020 Schedule

January - March 2020 Proposed Schedule – Effective 7-20-20 Dates Workshop Days Location Facilitator January 9 SA – The Art of Service 1.0 MacLellan HVAC Lisa Feb. 3-6 SA – Black & McDonald Sales Conf. 4.0 Black & McDonald Lowry & Dave Jan. 14-15 SA – Mechanical, Appointment Setting 2.0 Mechanical Matthew L. Feb. 26-27 SA – 7 Deadly Sins of Customer Service 2.0 Brewer-Garrett Lisa Austin March 2-6 Proactive Sales 4.5 Buffalo, NY Lowry Stoops March 9-10 SA – 7 Deadly Sins of Customer Service 2.0 Jake Marshall Lisa Austin March 10-11 SA – It’s All About Them 2.0 P1 Group Steve Thomas April Webinar Series (8 Total) 8 Hr. Online Lowry Stoops Apr. 30 – May 1 Principals Forum (To Be Rescheduled) 2.0 Sea Island, GA. Lowry Stoops May Webinar Series (8 Total) 8 Hr. Online Lowry Stoops June Webinar Series (8 Total) 8 Hr. Online Lowry Stoops July Verification & Client Review (6 Total) 6 Hr. Online Lowry Stoops August 25-26 Sales Leaders Forum 8 Hr. Online Dave Paull September TBD Advanced Project Sales 16 Hr. Online Lowry Stoops September TBD Growing as a Leader 16 Hr. Online Dave Paull Sept. 22-23 SA – 7 Deadly Sins of Customer Service 2.0 Way Companies Lisa Austin October TBD Service Management Workshop 16 Hr. Online Lowry Stoops October 6-7 SA – The High C’s of Service 2.0 Danforth Lisa Austin October TBD HR Forum 8 Hr. Online Dave Paull October 20 SA – 7 Deadly Sins of Customer Service 1.0 MacLellan HVAC Lisa Austin October 22 SA – 7 Deadly Sins of Customer Service 1.0 MacLellan HVAC Lisa Austin October - TBD SA – ENTEC 2.0 ENTEC Steve Thomas 4th Quarter Principals Forum & Online Cont. Ed TBD Online Lowry Stoops December TBD Proactive Sales 30 Hr. Online Lowry Stoops DEC. - TBD SA – Limbach, To Be Determined 2.0 Limbach Lowry Stoops December 2-3 SA – The High C’s of Service 2.0 Jake Marshall Lisa Austin

Notes:

1. SA: Single Associate Workshop for designated SECorps member only 2. All Other Workshops/Forums open for all members

April - June

2020 Proposed Schedule – Effective 7-20-20 Dates Workshop Days Location Facilitator January 9 SA – The Art of Service 1.0 MacLellan HVAC Lisa Feb. 3-6 SA – Black & McDonald Sales Conf. 4.0 Black & McDonald Lowry & Dave Jan. 14-15 SA – Mechanical, Appointment Setting 2.0 Mechanical Matthew L. Feb. 26-27 SA – 7 Deadly Sins of Customer Service 2.0 Brewer-Garrett Lisa Austin March 2-6 Proactive Sales 4.5 Buffalo, NY Lowry Stoops March 9-10 SA – 7 Deadly Sins of Customer Service 2.0 Jake Marshall Lisa Austin March 10-11 SA – It’s All About Them 2.0 P1 Group Steve Thomas April Webinar Series (8 Total) 8 Hr. Online Lowry Stoops Apr. 30 – May 1 Principals Forum (To Be Rescheduled) 2.0 Sea Island, GA. Lowry Stoops May Webinar Series (8 Total) 8 Hr. Online Lowry Stoops June Webinar Series (8 Total) 8 Hr. Online Lowry Stoops July Verification & Client Review (6 Total) 6 Hr. Online Lowry Stoops August 25-26 Sales Leaders Forum 8 Hr. Online Dave Paull September TBD Advanced Project Sales 16 Hr. Online Lowry Stoops September TBD Growing as a Leader 16 Hr. Online Dave Paull Sept. 22-23 SA – 7 Deadly Sins of Customer Service 2.0 Way Companies Lisa Austin October TBD Service Management Workshop 16 Hr. Online Lowry Stoops October 6-7 SA – The High C’s of Service 2.0 Danforth Lisa Austin October TBD HR Forum 8 Hr. Online Dave Paull October 20 SA – 7 Deadly Sins of Customer Service 1.0 MacLellan HVAC Lisa Austin October 22 SA – 7 Deadly Sins of Customer Service 1.0 MacLellan HVAC Lisa Austin October - TBD SA – ENTEC 2.0 ENTEC Steve Thomas 4th Quarter Principals Forum & Online Cont. Ed TBD Online Lowry Stoops December TBD Proactive Sales 30 Hr. Online Lowry Stoops DEC. - TBD SA – Limbach, To Be Determined 2.0 Limbach Lowry Stoops December 2-3 SA – The High C’s of Service 2.0 Jake Marshall Lisa Austin

Notes:


Developed and Conducted 24 Webinars, April - June

SECorps Facilitators

JW DanforthMarkets served: New York &

Northern Pennsylvania

Way CompaniesMarkets served: Houston, Austin,

San Antonio, South Texas, & Western Louisiana

ENTEC ServicesMarkets served: Central Illinois

Limbach Facility Services, LLCMarkets served: Pennsylvania, Michigan, Ohio, New Jersey,

Delaware, Southern California, Central Florida, Massachusetts, Maryland, & Washington, D.C.

Black & McDonaldMarkets served: Canada

Mechanical, Inc.Markets served: Northern Illinois,

Southern Wisconsin & Omaha

Brewer-GarrettMarkets served: Ohio

Jake Marshall Service Markets served: Tennessee,

Alabama, & Georgia

MacLellan Markets served: Michigan, Indiana,

Alabama & Tennessee

Alan Biagini

Robert Phillips

Thomas Brazel

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Dave Paull

COVID-19 (CORONAVIRUS) PREPAREDNESS RESOURCEShttps://www.ashrae.org/technical-resources/resources

https://www.ashrae.org/technical-resources/resources

Jessie Graf

McCormick Place Convention Center

Christina Bartholomew

JayNoszenko

ZachStrippy

TravisWasserman

Covid 19 Cold Calling

55 Dials

20 Decision Makers

• 1 Emotional• 8 Planning• 11 Action

Scheduled 7 First

Meetings

David Cooper

U.S. 2020 CARES Act and

HVAC Equipment Replacement

Canada?

Alan Biagini

Quarterly Visit Plan

Showing up only at contract renewal time puts the focus only on the maintenance piece.

Scheduling time outside the renewal shows customer concern and helps develop long-term relationships.

Allows the opportunity to discuss customer challenges freely without the noose of a contract renewal. Chance to probe for project work, future plans etc.

Provides the customer the opportunity to give feedback on performance that can lead to preventative and predictive results – i.e. avoid last second cancellations.

Scheduling quarterly visits in Sales Force enhances time management and keeps our Sales Team focused on the customer.

Jessie Graf

How We Communicated With Our Customers In April & May

Where We Are Now

How Our Customers Reacted

Thank You Limbach

Robert Phillips

Aaron Adams

Bio-Fresh Project Sales• Proactive• Reactive

Evap-Fresh PM Upgrades• Misting Filters• Coating Coils

Matthew Macdonald

Client Review Meetings

TrentSeiler

The Power of Networking

Rachel Collins

Coaching Session Results

Takeaway’s:Follow The System

Chris Traglia

Sales Activity

Kim Kruemcke

The Power of Customer Referrals

Single Source Provider

SECorps Network Referral

Christina Bartholomew

Tim Davis&

Jennifer Hinojosa

Mar

ketin

g/

Rep

ort

WAY MARKETING OUTREACH

April - July


Notes:


Paul O’Connor

Brian Carey

April - July


Notes:


Total of 30 Webinars with 2,500 AttendeesAverage of 83 Attendees per Webinar

August - December


Notes:


2020 BOSS – Online Continuing Education

On SECorps Website

2020 schedule · 2020. 7. 7. · april -june 2020 proposed schedule – effective 7-20-20 dates...

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