Company Training

1. Compiled by Dave Rothacker

2. Comfort Advisor

2.1. Financing

2.2. Load analysis & design

2.3. Lead generation

2.4. Presentation skills

2.5. Mfg. & product knowledge

2.6. Estimating

2.7. Paperwork & process

2.8. Community relations

2.9. The sales call

2.10. Success

3. Dispatchers

4. CSR's

4.1. Inbound calls

4.2. Outbound calls

4.3. Service agreements

4.4. Success

5. YOU!

5.1. Leadership

5.2. Financial

5.3. Marketing / Branding

5.4. Sales

5.5. Culture building

5.6. Goal setting

5.7. Success planning

5.8. Human resources

5.9. Safety & environmental

5.10. Mfg.

5.11. Recruiting

5.12. Success

6. Training budget

7. Social Media Director

8. Marketing Director

8.1. Direct mail

8.2. Social media

8.3. Branding

8.4. Content

8.5. Success

9. Sales Director

9.1. Hiring

9.2. Train the trainer

9.3. Meetings

9.4. Sales report analysis

9.5. Mfg. training

9.6. Success

9.7. Goal Setting

9.8. Creating presentation books

10. Technician

10.1. Technical

10.2. Safety

10.3. Sales

10.4. Company process / procedure

10.4.1. Service Excellence Training

10.5. Culture

10.6. Marketing / Branding

10.7. Success

10.8. NATE

11. Sources

11.1. In-house

11.2. Mfg training

11.3. Trade Assoc.

11.4. Third party seminars & consultants

11.5. Trade school

11.6. Service Nation

11.7. University

12. SNA Call Back Incidence Log

13. SNA Career Path Template

14. Training Indicators

14.1. Average service ticket

14.2. Average leads turned in

14.3. Service agreement closing %

14.4. Overall revenue

14.5. Callbacks

15. Service Manager

15.1. Train the trainer

15.2. Recruiting

15.3. Mfg. products

15.4. Safety & environmental

16. Operations Manager

16.1. Safety & environmental

16.2. Recruiting