rick cleri 2x business saver class descriptions friday, august 15 …… · 2014-07-17 ·...

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M1 - MyLeadTracking – Intro (Fri) & Advanced (Sat) – Rick Cleri 2x Intro Class Friday & Advanced Class Saturday A powerful tool to help you understand how your adversing is working. It also can help you negoate beer pricing as well as PI Adventure (pay-per-lead) campaigns. Looking at where leads are coming from in your Supercharged lead reporng will help you to beer gauge the effecveness of your adversing, and keep your PI programs running. M2 - Content is Still King – Katherine Gulick & Michele Smoly - 1 Keeping content flowing into your website is important for both markeng and conversion. The LiveBuild feature built into our CMS works best when there’s lots of content for it to select from and display to the visitor. The following widgets are used to gather and opmize content. YouBlog, Feedback Funnel, Photo Gallery, Before & Aſter, Authorship, Case Studies, Job Stories, MediaShark, TrophyCase M3 - Setup Your Virtual Office – Marianne Koiva & Briany Keith & Le Ann Arsenault - 1 These widgets keep you and visitors to your site updated and informed on happenings, events, and new sales leads. These powerful web-based tools help create a 24-hour virtual office for contractors. Nofy Now, Auto Teller, Open Sign, Event Manager, Broadcast! M4 - Marketing Tools – Emilia Gray & Ferdinand Gojani - 2 These online markeng tools help you leverage your relaonships and outreach to new potenal customers. From press and media to social media to reputaon management and more 5 star reviews, these widgets enable you to beer manage some of your most important markeng funcons. PR Pro, Share It!, Pro Partners, PromoCents, Star Power Pro, Crew Review M5 – Can My Sales Rep Generate Leads and Help Close Sales – Rick Cleri - 1 A fantasc tool that gives each salesperson their own mini website. All company reviews, tesmonials, photos, blogs, etc., on your website can be connected to each salesperson who worked on that parcular job. This builds lots of credibility for the salesperson and gives them a place to send new potenal leads while networking. MySalesRep M6 - Widget Panel Richard - 1 Top widgeters from across the network will form a panel to share stories of how they get things done. Account Managers will join them to show empirical data of how these widgets affect results. Bring your quesons for the account managers and markeng coordinators in this Q&A panel discussion. M7 - Interactive “Lead Source” Workshop – Dan Fitzgerald - 2 A hands-on, interacve workshop for all markeng managers, and coordinators. Aendees will evaluate their lead sources, and respecve lead costs for leads generated year to date. Bring your BizWiz reports, lead-to-appointment conversions, and Internet lead generaon reports. We will determine together company strengths, as well as weak links, and map out strategies to increase referrals, while generang leads below your allowable cost. Generang leads below your allowable cost is what gets you there. M8 - Affordable Direct-Mail Programs – Dan Fitzgerald - 2 A mailing direct to a consumers’ home is a great way to generate a response, but can be risky and expensive if not negoated properly. We will discuss several new direct mail programs that we have negoated for the Team Basement Systems Network. Custom, personal direct mail campaigns using targeted databases, mailings to owners of vacaon homes, homes with dirt crawl spaces, as well as direct mail packet campaigns will be discussed. A new neighborhood direct mail program designed to cross sell other services you provide will be featured. You may register for these low risk, affordable programs at the session. M9 - Take the LEAD: Sequel+ Videos – Dan Thrasher/BizWiz - 2 Sequel+ through BizWiz is a powerful markeng tool you can be using to recapture cancelled appointments, book pending leads, and improve your conversion percentages. New to Sequel+ this year, we are excited to introduce email templates along with powerful video messages that make using Sequel+ easy for you and impacul for your customer. Come learn all about it! M10 - Mastering Home Show Lead Generation – Jenny Thompson - 2 Learn the best pracces to increase your return-on-investment (ROI) by exhibing at more shows & events. We’ll discuss selecng show & booth locaon; ordering exhibit space, tables, carpeng, & stools; appropriate messaging & show objecves; designing & ordering exhibit displays; opons for staffing your booth; and training/paying promoters. M11 Marketing Managers & Trade Show Staff: Interacve Trade Show, Including the ability to automate appointment seng at the trade show locaon. Come see the new Showbiz by BizWiz – Shauna Parsons - 2 Wouldn’t it be great if you could set up an interacve trade show? Allow potenal customers to view problems and soluons specific to them? Then go right to an electronic calendar – choose a day and me convenient for them? Best of all, send that electronic informaon right to your office sales calendar. You will automacally capture the customer’s informaon, and have it ready to follow up as a pending lead for you Call Center. Markeng D1 - How to Optimize the Book of Solutions in Your Business – Marc Tannenbaum - 2 The Book of Soluons is central to the success of your DES operaon. You will learn how to opmize the use of the Book of Soluons in sales and producon meengs, ongoing training, recruing new employees, sales presentaons and even markeng for new customers. D2 - Your Call Center – How to Hire/Train and Measure Performance John Heilbrum Marc Tannenbaum - 2 Having a high percentage of leads booking to appointments is oſten an overlooked aspect of your DES dealership. We have also found that the variability in the types of calls you receive can make achieving strong results with this KPI challenging. This class will focus on the tools you can use to get more of your valuable leads booked for sales calls. D3 - Be the Resident Sales Pro – How to Master the DES Sales Process Rick Searles & Marc Tannenbaum - 2 To supercharge your sales results, the Green Flow sales process needs to be embraced and mastered by at least one member of your sales team. Your Resident Sales Pro can the help you recruit, hire and train addional sales people to accelerate your growth. Learn the process, systems and tools that one of the leading salespeople in the DES network used to generate a $5000+ ADL. D4 - DES Sales Manager 101- Tools to Raise Your Team’s ADL – Ross Mannuzza - 2 From running a DES sales meeng, to individual coaching, this class will cover the tools at your disposal to improve the overall performance of your sales team. Learn the approach we’ve taken at Dr. Energy Saver of Conneccut (DC) to posively impact individual sales person ADL results D5 - DES Production Manager 101 – Get More $ in the Ground Profitably Dave Resnick -2 Organizing your producon facility and teams for success is important for the profitability of the work your sales teams sell. This class will cover how best to order and manage materials inventory, opmize your vehicles and installaon crews and track and report on your producon KPI’s. D6 - GreenPro 101 Training – John Heilbrunn - 2 This is a must aend class for those sales people needing a refresher on how to use the basic tools in GreenPro to create a customer file, build an accomplish list, match Book of Soluons treatments appropriately to customer accomplish lists, and build and present a project. D7 - Advanced GreenPro Training – John Heilbrunn - 2 For sales people proficient with the basic applicaons in GreenPro, this class will focus on advanced features that are available to you to help close sales. These features include energy modeling, adding products, various sizing tools and the HVAC builder, as well as other tools as me allows. D8 - Retrotec DM 32 – How to Show Pressure Differences Across Rooms Retrotec Rep - 2 The ability to do a “masterful explanaon” of building assemblies and other issues causing the comfort and energy wasng problems for homeowners is vital to your success as a sales person. One valuable tool you will learn how to use in this class is the DM 32. We will demonstrate how to use this tool to show homeowners how pressure differences across rooms and areas of their home contribute to their comfort issues that appear on your accomplish lists. D9 - Increase Your ADL with Sunrise Windows Mike Rubin &Neil Imbimbo - 3 Many dealers are successfully increasing their average dollar per sale (and their ADL’s) by selecvely adding Sunrise Windows to their customer proposals. Sunrise windows are easy to sell and install, and offer your customers unrivalled energy efficiency in a replacement window, with great appearance, all at an affordable price point for you and your customers. Learn about the product, pricing and how to promote windows in your DES business. D10 - How to Add Spray Foam to Your DES Business – Mike Rubin & Kurt Boehner - 4 Encapsulang acs to turn these hosle environments into condioned spaces is a growing part of many DES businesses. This treatment requires owning and operang (safely) a high pressure spray foam rig. This class will review what you will need to do for equipment, training and selling and installing condioned acs using spray foam. D11 - Broan Retrofit Bath Fan Broan Rep (6) 25 in Green room Bathroom fans represent a terrific opportunity to help homeowners effecvely eliminate high humidity air from their homes. We already know that many homes have bath fans that are ducted directly into acs! Adding a new, ultra quiet bath fan can be an easy upsell for your sales and/or producon teams. This session will demonstrate the advantages of Broan’s new fans and how to install these units in your customer’s homes. D12 - Cellulose Blown-In and Dense Packing Applegate Rep D13 - Cellulose Vacuum Equipment Intec Rep D14 - Dow Refillable 2-Part Spray Foam System – Dow Rep Dr. Energy Saver L1 - File Hive – Mike Lane – 1 See how to use File Hive effecvely with your company as well as have input on topics and lessons you would like to implement with your team. L2 - What every new General Manager and Sales Manager needs to know – Dave Gullo - 2 You have hired a new GM or SM so now what do they do? You are a new GM or SM so what do you do? We will discuss the steps and processes needed to quickly onboard and begin delivering results in these roles. Includes a list of Do’s and Don’t and must haves… L3 - Wow Service – Mark Daconto – 2 What is WOW! Service? Learn how to implement WOW! Service and create a culture of WOW! Service in your business. L4 - Organizational Structure – Mark Daconto – 2 Do your employees know who their boss is? Do they know the chain of command? How many call center reps, salespeople, installaon crews, or service techs do you need now and in the future? L5 - Ready, Aim, Hire - What you can do right now Mike Delmolino – 2 Hiring and recruing is a hot topic, the only way to connue to grow and maintain profitability is by making the right hiring decisions for your company. Take a step forward and see what you can do right now to streamline and make hiring easier. Owners, general managers, all managers should aend. L6 - Writing a job ad that candidates can’t resist – Kathy Richardson & Jason Biehl and Laurie Hamilton from Monster What makes a job ad work? In this breakout session we learn what makes a great job ad and will work to create one that you can post that day. We will focus on ads to aract great sales talent but you will be able to apply the learning to any posion. L7/L8 Owners - What’s Your Problem? Let’s Talk – Larry Janesky - 4 As you enter this class you will be given a slip to anonymously write down your business problem with any background informaon. The slips will be given to Larry who will read the problem and give you thoughts and ideas, discuss it with other experts in the class, and come up with soluons. We can all learn from each other’s quesons! He’ll take as many quesons as me allows. Larry doesn’t know what you are going to ask – but he’s ready! L9 - Best in Class: Management – Amanda Harrington – 2 We talk so frequently about the importance of training in our weekly sales, producon, and call center meengs. But what about your management meengs? What about training those people who are leading the charge? Introducing Best in Class Management Training videos. These make it easy for you! Come learn about what’s available and observe firsthand how to conduct a Best in Class management training session. L10 - Conducting Effective Management Team Meetings – Dan Thrasher & Dave Thrasher – 2 A common challenge that owners and general managers face is building a management team that can help them lead their company effecvely. In addion to determining who should be on that team, holding producve meengs can be a challenge. In this class, Dan and Dave will discuss strategies for determining who should be on your management team and holding effecve meengs with that team. Doing this well is crical for any owner who wants to get high level results in their company. L11 - Ready, Aim, RETAIN: Culture Audit Lessons Learned – Tiffany Seevers – 2 It’s hard to know how to improve your culture if you don’t have a clear handle on where things stand right now. You may think you know, but do you really? Enter Ready, Aim, RETAIN’s culture audit. This is the process of ulizing 20 quesons to draw out the opinions of your team and another 20 quesons managers can use to self-evaluate the company’s culture. In this session, Tiffany will discuss some of the best pracces and lessons learned from conducng a culture audit at both Thrasher Basement Systems and Foundaon Supportworks. Call Center Sales Markeng Leadership Accounng Producon/ Service Dr. Energy Saver FSI Commercial Markeng SaniDry Center Friday, August 15 th Saturday, August 16 th class descriptions Leadership L12 - What it Means to be “Wowed” by a Candidate Amanda Harrington & Tiffany Seevers – 2 Have you ever sat across from a candidate in an interview and wondered what you should even be looking for? In Ready, Aim, HIRE, we talk a lot about the importance of feeling wowed by a candidate. But what does that really mean? How do different personalies play into it? In this session, Amanda and Tiffany will break down some different things to consider as you are interviewing candidates that will help you determine if they should connue on to the next phase of the hiring process. L13 - Best Foot Forward: New Hire Kit – Jon Erbst & Amanda Harrington – 2 You spend a mountain of me recruing and hiring new foreman. So what do you do in those first few weeks aſter they start? In this breakout, Amanda and Jon will show you Best Foot Forward’s latest addion, the New Hire Kit. This kit contains a plan for you to follow when teaching new employees about our products, how to communicate with a homeowner, how to lead a crew, as well as many other aspects pertaining to a foreman’s role. L14 - Panel Discussion with Leading PolyLEVEL Dealers – Dave Thrasher – 2 Are you a PolyLEVEL dealer or thinking about becoming one? If so, wouldn’t it be great to be able to ask quesons and hear feedback from the owners who have had the most success? That is exactly what will take place in this session. A panel of our most successful PolyLEVEL dealers will be available to share their successes, lessons they’ve learned, and answer any quesons you might have about being or becoming a PolyLEVEL dealer. L15 - Leverage Your Business and Profit with NRD – Curt Drew - 2 An informave meeng about the business opportunity available in the radon industry. Curt will share informaon about radon and the Naonal Radon Defense approach to expanding and dominang your market. You will learn if NRD is a fit for you. L16 - How to Manage Your Financial Statements! – Guy Stello & Jesse Waltz - 1 Guy Stello, JES CFO, is hosng an encore presentaon on financial statements and planning. Learn how to best structure your financial statements to maximize your ability to achieve your company’s financial goals. Get a beer understanding of how to calculate gross profit margins and how to ulize them to make more money! Learn more about overhead costs and breakeven. Your Net Profit Margin will love you for it! L19 - Keeping Your Eye on the Ball with Jesse’s Reports – Jesse Waltz, Mike Rusk, & Joe Rusk - 1 Learn about Jesse Waltz’ go to BizWiz reports. Find out which reports he uses everyday, weekly, monthly and for goal seng and planning. Come to this class and discover the secret behind Jesse’s favorite reports and how they can be incorporated into your roune. L20 - Coaching and Goal Planning: Using your Key Performance Indicators to Grow Your Business – Joe Rusk & Mike Rusk - 2 The coaching team from BizWiz is going to present the new Goal Planner. It’s really just a simple dashboard approach. What are the company’s Key Performance Indicators? How do yours match up to the Network averages? What should you use to plan your goals? What should you be keeping your, on and why? How do you fit them into the rounes of your staff? How do you get your staff to use them to plan? Think of the peace of mind you can achieve when you successfully roadmap to profitability! L21 - Running Effective Sales Meetings – Mike Lane – 1 How to make your sales meengs interacve and producve- see what the best pracces are and the strategies to accomplish beer results and higher ADL. L22 - Sales and Production – One Team – Nick Rohe & Aaron Ruskamp – 1F Are your sales and producon teams working against each other instead of with each other? These two groups working together are vital in creang happy customers and happy employees. Come learn ps on how to get these two groups working toward a common goal, in turn creang a beer work culture and increasing the number of your raving fans! Leadership

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Page 1: Rick Cleri 2x Business Saver class descriptions Friday, August 15 …… · 2014-07-17 · conversion percentages. New to Sequel+ this year, we are excited to introduce email templates

M1 - MyLeadTracking – Intro (Fri) & Advanced (Sat) – Rick Cleri 2x Intro Class Friday & Advanced Class SaturdayA powerful tool to help you understand how your

advertising is working. It also can help you negotiate better pricing as well as PI Adventure (pay-per-lead) campaigns. Looking at where leads are coming from in your Supercharged lead reporting will help you to better gauge the effectiveness of your advertising, and keep your PI programs running.M2 - Content is Still King – Katherine Gulick & Michele Smoly - 1Keeping content flowing into your website is important for both marketing and conversion. The LiveBuild feature built into our CMS works best when there’s lots of content for it to select from and display to the visitor. The following widgets are used to gather and optimize content. YouBlog, Feedback Funnel, Photo Gallery, Before & After, Authorship, Case Studies, Job Stories, MediaShark, TrophyCaseM3 - Setup Your Virtual Office – Marianne Koiva & Brittany Keith & Le Ann Arsenault - 1These widgets keep you and visitors to your site updated and informed on happenings, events, and new sales leads. These powerful web-based tools help create a 24-hour virtual office for contractors. Notify Now, Auto Teller, Open Sign, Event Manager, Broadcast!M4 - Marketing Tools – Emilia Gray & Ferdinand Gojani - 2These online marketing tools help you leverage your relationships and outreach to new potential customers. From press and media to social media to reputation management and more 5 star reviews, these widgets enable you to better manage some of your most important marketing functions. PR Pro, Share It!, Pro Partners, PromoCents, Star Power Pro, Crew ReviewM5 – Can My Sales Rep Generate Leads and Help Close Sales – Rick Cleri - 1A fantastic tool that gives each salesperson their own mini website. All company reviews, testimonials, photos, blogs, etc., on your website can be connected to each salesperson who worked on that particular job. This builds lots of credibility for the salesperson and gives them a place to send new potential leads while networking. MySalesRepM6 - Widget Panel – Richard - 1Top widgeters from across the network will form a panel to share stories of how they get things done. Account Managers will join them to show empirical data of how these widgets affect results. Bring your questions for the account managers and marketing coordinators in this Q&A panel discussion.M7 - Interactive “Lead Source” Workshop – Dan Fitzgerald - 2 A hands-on, interactive workshop for all marketing managers, and coordinators. Attendees will evaluate their lead sources, and respective lead costs for leads generated year to date. Bring your BizWiz reports, lead-to-appointment conversions, and Internet lead generation reports. We will determine together company strengths, as well as weak links, and map out strategies to increase referrals, while generating leads below your allowable cost. Generating leads below your allowable cost is what gets you there.M8 - Affordable Direct-Mail Programs – Dan Fitzgerald - 2 A mailing direct to a consumers’ home is a great way to generate a response, but can be risky and expensive if not negotiated properly. We will discuss several new direct mail programs that we have negotiated for the Team Basement Systems Network. Custom, personal direct mail campaigns using targeted databases, mailings to owners of vacation homes, homes with dirt crawl spaces, as well as direct mail packet campaigns will be discussed. A new neighborhood direct mail program designed to cross sell other services you provide will be featured. You may register for these low risk, affordable programs at the session.M9 - Take the LEAD: Sequel+ Videos – Dan Thrasher/BizWiz - 2 Sequel+ through BizWiz is a powerful marketing tool you can be using to recapture cancelled appointments, book pending leads, and improve your conversion percentages. New to Sequel+ this year, we are excited to introduce email templates along with powerful video messages that make using Sequel+ easy for you and impactful for your customer. Come learn all about it!M10 - Mastering Home Show Lead Generation – Jenny Thompson - 2 Learn the best practices to increase your return-on-investment (ROI) by exhibiting at more shows & events. We’ll discuss selecting show & booth location; ordering exhibit space, tables, carpeting, & stools; appropriate messaging & show objectives; designing & ordering exhibit displays; options for staffing your booth; and training/paying promoters.M11 Marketing Managers & Trade Show Staff: Interactive Trade Show, Including the ability to automate appointment setting at the trade show location. Come see the new Showbiz by BizWiz – Shauna Parsons - 2Wouldn’t it be great if you could set up an interactive trade show? Allow potential customers to view problems and solutions specific to them? Then go right to an electronic calendar – choose a day and time convenient for them? Best of all, send that electronic information right to your office sales calendar. You will automatically capture the customer’s information, and have it ready to follow up as a pending lead for you Call Center.

MarketingD1 - How to Optimize the Book of Solutions in Your Business – Marc Tannenbaum - 2The Book of Solutions is central to the success of your DES operation. You will learn how to optimize the use of the

Book of Solutions in sales and production meetings, ongoing training, recruiting new employees, sales presentations and even marketing for new customers.D2 - Your Call Center – How to Hire/Train and Measure Performance – John Heilbrum Marc Tannenbaum - 2Having a high percentage of leads booking to appointments is often an overlooked aspect of your DES dealership. We have also found that the variability in the types of calls you receive can make achieving strong results with this KPI challenging. This class will focus on the tools you can use to get more of your valuable leads booked for sales calls. D3 - Be the Resident Sales Pro – How to Master the DES Sales Process – Rick Searles & Marc Tannenbaum - 2To supercharge your sales results, the Green Flow sales process needs to be embraced and mastered by at least one member of your sales team. Your Resident Sales Pro can the help you recruit, hire and train additional sales people to accelerate your growth. Learn the process, systems and tools that one of the leading salespeople in the DES network used to generate a $5000+ ADL.D4 - DES Sales Manager 101- Tools to Raise Your Team’s ADL – Ross Mannuzza - 2 From running a DES sales meeting, to individual coaching, this class will cover the tools at your disposal to improve the overall performance of your sales team. Learn the approach we’ve taken at Dr. Energy Saver of Connecticut (DC) to positively impact individual sales person ADL resultsD5 - DES Production Manager 101 – Get More $ in the Ground Profitably – Dave Resnick -2 Organizing your production facility and teams for success is important for the profitability of the work your sales teams sell. This class will cover how best to order and manage materials inventory, optimize your vehicles and installation crews and track and report on your production KPI’s.D6 - GreenPro 101 Training – John Heilbrunn - 2This is a must attend class for those sales people needing a refresher on how to use the basic tools in GreenPro to create a customer file, build an accomplish list, match Book of Solutions treatments appropriately to customer accomplish lists, and build and present a project.D7 - Advanced GreenPro Training – John Heilbrunn - 2 For sales people proficient with the basic applications in GreenPro, this class will focus on advanced features that are available to you to help close sales. These features include energy modeling, adding products, various sizing tools and the HVAC builder, as well as other tools as time allows. D8 - Retrotec DM 32 – How to Show Pressure Differences Across Rooms – Retrotec Rep - 2The ability to do a “masterful explanation” of building assemblies and other issues causing the comfort and energy wasting problems for homeowners is vital to your success as a sales person. One valuable tool you will learn how to use in this class is the DM 32. We will demonstrate how to use this tool to show homeowners how pressure differences across rooms and areas of their home contribute to their comfort issues that appear on your accomplish lists.D9 - Increase Your ADL with Sunrise Windows Mike Rubin &Neil Imbimbo - 3Many dealers are successfully increasing their average dollar per sale (and their ADL’s) by selectively adding Sunrise Windows to their customer proposals. Sunrise windows are easy to sell and install, and offer your customers unrivalled energy efficiency in a replacement window, with great appearance, all at an affordable price point for you and your customers. Learn about the product, pricing and how to promote windows in your DES business.D10 - How to Add Spray Foam to Your DES Business – Mike Rubin & Kurt Boehner - 4Encapsulating attics to turn these hostile environments into conditioned spaces is a growing part of many DES businesses. This treatment requires owning and operating (safely) a high pressure spray foam rig. This class will review what you will need to do for equipment, training and selling and installing conditioned attics using spray foam.D11 - Broan Retrofit Bath Fan – Broan Rep (6) 25 in Green room Bathroom fans represent a terrific opportunity to help homeowners effectively eliminate high humidity air from their homes. We already know that many homes have bath fans that are ducted directly into attics! Adding a new, ultra quiet bath fan can be an easy upsell for your sales and/or production teams. This session will demonstrate the advantages of Broan’s new fans and how to install these units in your customer’s homes.D12 - Cellulose Blown-In and Dense Packing – Applegate RepD13 - Cellulose Vacuum Equipment – Intec RepD14 - Dow Refillable 2-Part Spray Foam System – Dow Rep

Dr. Energy Saver

L1 - File Hive – Mike Lane – 1 See how to use File Hive effectively with your company as well as have input on topics and lessons you would like to

implement with your team. L2 - What every new General Manager and Sales Manager needs to know – Dave Gullotti - 2You have hired a new GM or SM so now what do they do? You are a new GM or SM so what do you do? We will discuss the steps and processes needed to quickly onboard and begin delivering results in these roles. Includes a list of Do’s and Don’t and must haves…L3 - Wow Service – Mark Daconto – 2What is WOW! Service? Learn how to implement WOW! Service and create a culture of WOW! Service in your business.L4 - Organizational Structure – Mark Daconto – 2 Do your employees know who their boss is? Do they know the chain of command? How many call center reps, salespeople, installation crews, or service techs do you need now and in the future?L5 - Ready, Aim, Hire - What you can do right now – Mike Delmolino – 2Hiring and recruiting is a hot topic, the only way to continue to grow and maintain profitability is by making the right hiring decisions for your company. Take a step forward and see what you can do right now to streamline and make hiring easier. Owners, general managers, all managers should attend.L6 - Writing a job ad that candidates can’t resist – Kathy Richardson & Jason Biehl and Laurie Hamilton from MonsterWhat makes a job ad work? In this breakout session we learn what makes a great job ad and will work to create one that you can post that day. We will focus on ads to attract great sales talent but you will be able to apply the learning to any position.L7/L8 Owners - What’s Your Problem? Let’s Talk – Larry Janesky - 4As you enter this class you will be given a slip to anonymously write down your business problem with any background information. The slips will be given to Larry who will read the problem and give you thoughts and ideas, discuss it with other experts in the class, and come up with solutions. We can all learn from each other’s questions! He’ll take as many questions as time allows. Larry doesn’t know what you are going to ask – but he’s ready! L9 - Best in Class: Management – Amanda Harrington – 2 We talk so frequently about the importance of training in our weekly sales, production, and call center meetings. But what about your management meetings? What about training those people who are leading the charge? Introducing Best in Class Management Training videos. These make it easy for you! Come learn about what’s available and observe firsthand how to conduct a Best in Class management training session.L10 - Conducting Effective Management Team Meetings – Dan Thrasher & Dave Thrasher – 2 A common challenge that owners and general managers face is building a management team that can help them lead their company effectively. In addition to determining who should be on that team, holding productive meetings can be a challenge. In this class, Dan and Dave will discuss strategies for determining who should be on your management team and holding effective meetings with that team. Doing this well is critical for any owner who wants to get high level results in their company.L11 - Ready, Aim, RETAIN: Culture Audit Lessons Learned – Tiffany Seevers – 2 It’s hard to know how to improve your culture if you don’t have a clear handle on where things stand right now. You may think you know, but do you really? Enter Ready, Aim, RETAIN’s culture audit. This is the process of utilizing 20 questions to draw out the opinions of your team and another 20 questions managers can use to self-evaluate the company’s culture. In this session, Tiffany will discuss some of the best practices and lessons learned from conducting a culture audit at both Thrasher Basement Systems and Foundation Supportworks.

Management Sales MarketingOffice DESOwners Production/Service

FSICommercialCall Center Sales MarketingLeadershipAccounting Production/

ServiceDr. Energy

SaverFSI Commercial

MarketingSaniDry Center

Friday, August 15th

Saturday, August 16th

class descriptions

LeadershipL12 - What it Means to be “Wowed” by a Candidate – Amanda Harrington & Tiffany Seevers – 2 Have you ever sat across from a candidate in an interview and wondered what you should even be looking for? In

Ready, Aim, HIRE, we talk a lot about the importance of feeling wowed by a candidate. But what does that really mean? How do different personalities play into it? In this session, Amanda and Tiffany will break down some different things to consider as you are interviewing candidates that will help you determine if they should continue on to the next phase of the hiring process.L13 - Best Foot Forward: New Hire Kit – Jon Erbst & Amanda Harrington – 2 You spend a mountain of time recruiting and hiring new foreman. So what do you do in those first few weeks after they start? In this breakout, Amanda and Jon will show you Best Foot Forward’s latest addition, the New Hire Kit. This kit contains a plan for you to follow when teaching new employees about our products, how to communicate with a homeowner, how to lead a crew, as well as many other aspects pertaining to a foreman’s role. L14 - Panel Discussion with Leading PolyLEVEL Dealers – Dave Thrasher – 2 Are you a PolyLEVEL dealer or thinking about becoming one? If so, wouldn’t it be great to be able to ask questions and hear feedback from the owners who have had the most success? That is exactly what will take place in this session. A panel of our most successful PolyLEVEL dealers will be available to share their successes, lessons they’ve learned, and answer any questions you might have about being or becoming a PolyLEVEL dealer.L15 - Leverage Your Business and Profit with NRD – Curt Drew - 2An informative meeting about the business opportunity available in the radon industry. Curt will share information about radon and the National Radon Defense approach to expanding and dominating your market. You will learn if NRD is a fit for you.L16 - How to Manage Your Financial Statements! – Guy Stello & Jesse Waltz - 1Guy Stello, JES CFO, is hosting an encore presentation on financial statements and planning. Learn how to best structure your financial statements to maximize your ability to achieve your company’s financial goals. Get a better understanding of how to calculate gross profit margins and how to utilize them to make more money! Learn more about overhead costs and breakeven. Your Net Profit Margin will love you for it!L19 - Keeping Your Eye on the Ball with Jesse’s Reports – Jesse Waltz, Mike Rusk, & Joe Rusk - 1Learn about Jesse Waltz’ go to BizWiz reports. Find out which reports he uses everyday, weekly, monthly and for goal setting and planning. Come to this class and discover the secret behind Jesse’s favorite reports and how they can be incorporated into your routine. L20 - Coaching and Goal Planning: Using your Key Performance Indicators to Grow Your Business – Joe Rusk & Mike Rusk - 2The coaching team from BizWiz is going to present the new Goal Planner. It’s really just a simple dashboard approach. What are the company’s Key Performance Indicators? How do yours match up to the Network averages? What should you use to plan your goals? What should you be keeping your, on and why? How do you fit them into the routines of your staff? How do you get your staff to use them to plan? Think of the peace of mind you can achieve when you successfully roadmap to profitability!L21 - Running Effective Sales Meetings – Mike Lane – 1How to make your sales meetings interactive and productive- see what the best practices are and the strategies to accomplish better results and higher ADL.L22 - Sales and Production – One Team – Nick Rohe & Aaron Ruskamp – 1FAre your sales and production teams working against each other instead of with each other? These two groups working together are vital in creating happy customers and happy employees. Come learn tips on how to get these two groups working toward a common goal, in turn creating a better work culture and increasing the number of your raving fans!

Leadership

Page 2: Rick Cleri 2x Business Saver class descriptions Friday, August 15 …… · 2014-07-17 · conversion percentages. New to Sequel+ this year, we are excited to introduce email templates

A1 - MoreHouse Financing by EnerBank – Chris Guard – 3

We will discuss the options available with the new MoreHouse Finance Program. We will review the

changes to the program as well as how to better use payment options to INCREASE sales. This class is designed for Sales Staff, Owners, and Managers.A2 - Monitoring Your Company’s Expenses – Darlene Rohlfsen – 2 Your business machine generates many expenses every single day. How do you organize them so that they are meaningful, make sense to you, and provide a reliable income statement so you can analyze them to make effective business decisions? In this session, accountants and book keepers will learn how to set up or modify a proper chart of accounts and listing of class codes so that business owners and managers will be able to monitor how and what expenses are affecting your bottom line.A3 - What’s in Your Wallet?? Company Credit Cards . . . Or Not? – Darlene Rohlfsen & Jim Gidley – 2 When administered correctly, company credit cards for your key employees are a necessity. Stop by this session to learn about the benefits of providing employees with company credit cards. We will also discuss creating guidelines for usage, establishing controls, and implementing accounting procedures, including the use of expense reports and the importance of collecting all receipts.

Accounting

FM1 - New Tech Manual Overview – Jeff Kortan – 2 The FSI Technical Manual received a major overhaul in 2014 to have a fresh new look and to include more of

the FSI product offerings. Be one of the first to see the manual and flip through the pages. The manual has been written with both installing contractors and design professionals in mind….sure to assist commercial/residential sales and production departments. It’s hot off the presses, literally! FM2 - Marketing HelixPro with Tutorial Videos – Don Deardorff – 1 HelixPro now has tutorial videos that can be used to assist FSI dealers, contractors, and design professionals through the entire software package starting from learning how to register for access to the software, all the way through how to input data and print reports. Sharing these tutorials with your customers will give you a significant marketing advantage, and this session will focus on using the videos to give you that marketing edge.FM3 - Commercial Project Management Strategies Dave Thrasher & John Moylan – 2 Managing a commercial division can be a challenge! In this session, we will discuss a process to help you execute contracts, provide submittals, insurance requirements, safety, change orders, and much more. An organized approach is critical for commercial contractors, and by putting your best foot forward in this area, you’ll prove to design professionals why you are the BEST company to perform commercial work in your market! FM4 - PolyLEVEL Commercial Marketing Strategies – Bob Waldron & Dave Thrasher – 2 Once you’ve gotten your feet wet with residential PolyLEVEL work, come learn how to effectively navigate the commercial market. In this session, you will learn who the best commercial prospects are, how to get your foot in the door, how to approach road work (DOT / Public Works / County Engineers), and why PolyLEVEL blows away the alternatives.FM5 - Commercial Jobsite Photo Taking – Josh Anstey & Jeff Kortan – 1Quality photos and case studies are essential to your commercial marketing efforts. The photos you are taking reflect your company’s image and can make or break a person’s perception of how your company conducts business. In this session, we will take an in-depth look into everything you need to capture the most powerful imagery. We will cover equipment, camera techniques, and practices that you can implement immediately. Come join us as we cover the basics, but take the time to dissect what makes a photo great by reviewing a few examples from the dealer network.

FSI CommericalMarketing

Sales SalesS1 - SmartVent – Tom Little & Lou Bemer – 2 How to sell smart vents, who needs them and how to transition a customer that is just “looking for smart

vents” into a full encapsulation customer. All salespeople, sales managers and owners should attend this class. Repeated on Friday and Saturday.S2 - Elite Salesperson – Get Good at Selling Yourself– Larry Dunnigan – 2Average sales people often wonder how they can become a top producer. They often feel, “ if I just memorize scripts and learn more about the products I too can do it.” The reality is it can help, but there is more to it. Selling yourself! This class will give you the vision and framework of how to become and Elite Sales person by mastering how “what you say and how you say it” as well as communication with your body. These are some of the most powerful and critical aspects to a sale.S3 - How to handle the top 4 objection when selling SaniDrys – Larry Dunnigan – 2As a sales person do you order SaniDrys or sell them? Top sales people sell them! Everyone else takes orders. By getting the SaniDry on the accomplish list and educating the customer, the only thing stopping you from selling are objections. This class will help you deal with the top 4 objections you will encounter when you present to a customer. Having the knowledge to handle each and every objection will help you become and expert at selling them. S4 - 6” Stands Between You and a $5,000. ADL – Jeff Nelson – 1 It’s all about Mindset, so what are you thinking...? If you want to be a “Superstar” you need to start acting like one! This class is specifically designed for Salespeople, Managers, and Owners from ALL Divisions...S5 - Right-Sizing TBF & Using Total Basement Vision – Jeff Nelson – 2If you find yourself constantly writing and proposing BIG Basement Spaces with BIG Giant Price Tags then you absolutely should attend this class. If you are having trouble closing TBF Projects in general (1out of 5 +/-) then you will want to attend this class.S6 - CleanSpace Systems Design – Lou Bemer – 2Offering the best solution to the customer starts with an exceptional design and plan. CleanSpace System Design is more than drawing the proposal. Understanding the products in detail, and how and when to offer them, is critical to your sales success. Come see how to increase sales and ADL by simply understanding how to design and educate with the CleanSpace System.S7 - Using Basement Vision – Lou Bemer – 2We will cover how to draw using all the tools, a great q and a session too! Come see how to build the accomplish list for basements and crawl spacesS8 - FileHive Introduction – Mike Lane – 3 Come and see how you can have an immense amount of information at your fingertips organized in a way that is conducive to learning for all companies, divisions, and departments. File Hive is a virtual file cabinet that provides an easy way to present and share information.S10 - Best Practices to Build the Accomplish List – Mike Lane - 2In this class you will see and experience the best way to ask questions and convert answers to Accomplish List items. (Basement Systems and Clean Space)S11 - Best in Class: Sales – Kurtis Kammerer – 2 Ignite your sales force! Learn about all the latest releases of Best in Class sales training videos and see firsthand exactly how to conduct Best in Class trainings in your sales meetings. S12 - Foundation View reV Introduction – Kurtis Kammerer

& Kenny Penland – 2 The next generation of customer-facing presentation software is here, and it will rock your world! Attend this session to see how the new FoundationView reV actually guides you through the Perfect Presentation and helps you build bigger Accomplish Lists!S13 - Foundation View reV Role-Play – Kurtis Kammerer – 2 Get your first look at how FoundationView reV is used in real-life appointments by watching a live role-play of a customer presentation. This interactive session may even give you a chance to try it yourself!S14 - Got Tech: Advanced Training for Product & Diagnosing Brian Black & Kurtis Kammerer – 2 Would you like to know more about diagnosing foundation repair? Want to become an expert in the technology behind FSI products? The new GotTech Diagnosing & Product Training Manual is for you. Attend this session to channel your inner engineer and get a first look at how GotTech can make you a confident & knowledgeable sales person!S15 - PolyLevel Masterful Presentation – Brian Black – 2 PolyLEVEL is one of the most exciting products to hit our industry! Attend this session to learn how to kill mud-jacking and concrete replacement while masterfully presenting the “dream solution” that is PolyLEVEL!

S16 – Using ServiceVision & Upselling Products – David Gulloti & Mike McCarty – 2Come learn how to use Service Vision like a pro.

S17 – How to Sell a Mold Lead – Clint Cooper – 1Customers concerned with mold are incredible sales opportunities! Learn how to guide them to our products and become a qualified source of information.S18 - Complete Mobile Sales Management with the New Sales App! – Jesse Waltz, Mike Rusk, Joe Rusk, & Kim McDonald - 2True Mobile Calendar functions! Better Follow Up management! Post your Sales Result right from your smartphone! Let’s just say that it does almost everything except close the order for you! A second standing Ovation for Kim & Team in two days!! S19 - Selling Everlast wall restoration – Jeff Nelson & Vin Orsini - 2This upsell is easy to do if you follow the steps. Increase your ADL and your average sale by a lot! All salespeople should come hear how it’s done.

C1 - Best in Class: Call Center – Jenny Thompson – 2x You’ve heard of the Best in Class trainings to ignite your sales team utilizing sales training videos? Well, we’ve got exciting news…introducing Best in Class call center

training videos! Come and learn about our new release of Best in Class call center training videos and see firsthand how to conduct Best in Class trainings in your call center meetings!C2 - Take the LEAD -- An Introduction – Dan Thrasher & Amanda Harrington – 2x Take the LEAD: Building a Leading Edge Call Center is the network’s newest program and focuses exclusively on developing a call center team who literally “takes the lead,” but does so with such effectiveness that propels your company as a leader in your market. Your call center really does have that much power. Come and get a peek into all of the information, tools, and resources that are now available to you through Take the LEAD.C3 - Take the LEAD – Mastering Scripts – Les Stratman & Jenny Thompson – 2x Utilizing scripts in your call center for scheduling leads, annual maintenance appointments, installations, and trying to save cancelled leads is an important tool for establishing consistency and providing wow service to your customers. In this session, we will discuss the best way to implement consistent scripts throughout your call center, as well as how to establish a culture of role play in your call center.C4 - Monitoring Calls & Coaching Your Call Center – Jenny Thompson & Les Stratman – 1xOne of the best ways to help call center reps understand where they are succeeding and where they can improve is by monitoring their calls. In this session we’ll show the video training tool that shows you exactly how to monitor calls, evaluate them, and then provide one-on-one coaching to the call center representative to improve their performance.C5 - CALL CENTER/ SALES: Learn How to Improve your Conversion Rates from Lead Generation to Sales – Mike & Joe Rusk – 1xImprove your Company Conversion Rates. Learn how to generate more sales from your existing lead flow. Find out how small improvements during the lead generation and sales process can increase your bottom line significantly. Learn the new tools available in BizWiz (SEQUEL +) that virtually guarantee a better return on your lead costs! Sales Managers and Call Center staff will not want to miss this class.

Call Center

P2 - Production Tips and Production Meetings – Allan Guglielmoni – 2Come learn from the best- Alan has been working as

a foreman for 20 years, and this session will bring together how he installs bigger jobs, and puts more revenue in the ground every year. Come with your questions and alan will get you pumped up and moving in the right direction. For production crews, production managers, and general managers- the sales team can get some great information also.P3 - Best in Class: Production – Jon Erbst – 2 We all know that training is an ongoing necessity if you want your Production Team to grow and become more efficient. In this breakout, we will be unveiling the Best in Class production training series. Come and see the latest videos and training aids available to help your Production Department stand above the rest. P4 - Technical Side of Helical Installation – Jeff Kortan & Ray Brown – 2 Ever wondered why the “best practices” recommended in our installation procedures are so important? Why are the products designed the way they are with the features they have? What are the consequences of a “less than ideal” installation…to the helical system and the structure? “So what if my new construction helical pile is off location several inches…big deal!” Well, it can be and we’ll explain why in this class. P5 - Technical Side of Push Pier Installation – Jeff Kortan & Ray Brown – 2 Ever wondered why the “best practices” recommended in our installation procedures are so important? Why are the products designed the way they are with the features they have? What are the consequences of a “less than ideal” installation…to the push pier system and the structure? “Do I really need to notch out the footings?” It depends…and we’ll explain why in this class. P6 - PolyLevel Efficiency & Scheduling – Bob Waldron & Aaron Ruskamp – 2 PolyLEVEL is an extraordinary opportunity for dealers to take part in. Once the decision has been made to take on this product line, come to this session to find out how to maximize your $$ installed per week through both crew efficiency and scheduling strategies to help you maximize your profits.P7 - Best Foot Forward: Role Playing – Jon Erbst & Andy Andersen – 2 Our communication with the customer is what sets our production crews apart from the competition. Instead of just talking about how we should be interacting with homeowners… let’s practice it! Jon and Andy will demonstrate role playing scenarios and teach you how to incorporate this exercise into your meetings. This is definitely a game-changer if you are looking to improve your company’s overall customer satisfaction ratings.P8 - FSI Web Store Demo – Rich Garcia & Josh Kaiser – 2 Point….click. Point….click. FSI’s new online web store makes it that easy to place your product orders! This web-based software allows you to order products 24 hours a day, 7 days a week. Some of the features the web store provides you include: weight calculator for maximizing truck space/cost savings on shipments, estimated freight costs, automatic tiered pricing, shopping cart to review purchases, and much more! This session will give you a live demonstration of the new software that will make your ordering process easier and more efficient. P9 - Best Foot Forward: Tool Tracker & Crew Organizer – Jon Erbst – 2 Avoid the headache of mismanaged tools and unorganized crews. You have enough to deal with already! Let technology take some of the daily grind off of your plate and come see what Tool Tracker and Crew Organizer is all about! We will show you how this FREE internet-based software can help your Production Department stay organized and become more efficient. P10 - The NEW Mobile Production App – Kim McDonald & Joe Rusk - 2The improved Production App is now available for any production staff member who are working out in the field. Production App allows your installation team to go virtually paperless, automate payroll, automate the job costing process, view the customer files and all of its attachments and notes, complete surveys, get completion signatures, charge credit cards, make use of the GPS capabilities and more! P11 – Basement Systems and CleanSpace Products – Lou Bemer – 2Come see how we should be describing (sales) and installing (production) the main CleanSpace and Basement Systems products- sales and productionDG1 - TBF Cost Accounting Jobs – Rob Card & Prod. MgmtLearn how to cost account TBF Jobs.DG2 - All The Walls ~ Product Overview Using New Display / Q&A – Chris SchmidtIn this class I will describe all of the different options that we can use for wall finishes. We will cover when and how to install these products. The products range from BrightWall to EverLast Total Basement Finishing Panels.DG3 - All The Floors – Product Overview & How To Install – Tips & Tricks – Chris SchmidtThis class will discuss all the different flooring options offered along with the features and benefits of each one. We will also cover the best methods on handling and cutting. We will even perform a little “hands on” installation demonstration.

Production/ Service

Production/ Service

DG4 - EverLast Finished Wall Restoration System Installation Training – Chris SchmidtLive demonstration on installing the EverLast Finished

Wall Restoration system. From cutting the studs to the finishing touches.

SD1 - SaniDry – DIAGNOSE THIS - Test Your Skills – Mark Domogala – 2This will be hands on team event where participants will move from table to table and diagnose situations that you

will find in the field. Come as a team, or you can be paired up when you get to class. This will be fun and very informative- prizes for the team that has the most correct analysis. All service, production and managers are encouraged to attend.SD2 - SaniDry – “Plug & GO” and More – Mark Domogala – 2This class is designed for Service Technicians and Installers and managers Installation of the SaniDry CX Plug and Go system and more. Learn about the changes and advancements implemented in each of the SaniDry Basement Air systems. Learn about the SaniDry Quality Assurance Certainty Center inspection processes.SD3 - SaniDry – Ducting for Basements & Crawl Spaces – Mark Domogala – 2This class is intended for sales people, Service techs and installers and their managers. Ducting technique. How to properly duct SaniDry’s in a basement or crawl space. How to avoid pressurization and depressurization of ducted spaces. Airflow to gas and oil burning appliances when located in areas where a SaniDry is ducted. The New ‘Duct Splitter” ducting system will be discussed.SD4 - SaniDry – 101 – Mark Domogala – 2RGA’s and Warranty. A must attend class for office, sales, service techs and owners: SaniDry warranty, Basement Air Systems identification and Return Goods Authorization (RGA) Process. This class will cover how to identify each SaniDry Basement Air System, where to locate the serial number information along with warranty information for all SaniDry Basement Air Systems. Return Goods Authorization (RGA) Process, how it works and information to obtain and RGA.

SaniDryCenter