Coaching for HVAC contractors
You know heating and cooling. A Team SPG coach teaches you the business side: your numbers, your prices, your people, and a weekly meeting that ends with decisions.
No contracts, at any level.
An HVAC business coach helps the owner of an HVAC shop run the company on a system. At Team SPG, your coach checks your pricing and your numbers with you. Your coach trains your techs, CSRs, and dispatcher for their roles. Then your coach checks that the work got done.
Our coaches have run plumbing, HVAC, and electrical companies themselves. They have hit the numbers they ask you to hit.
The system is the same for every trade. These three things change what your coach spends time on.
Calls jump in the hottest and coldest weeks. They slow down in the mild months. You plan your staffing and your cash for both.
A system replacement is a large ticket with a large equipment bill. You price it to cover the equipment, the labor, your overhead, and your profit. You track how long each install takes.
Maintenance visits give your techs steady work when calls are slow. They also let a tech look at an older system before it fails.
What your coach works on most: Plan for the seasons and make every install profitable.
Phase 1
Coaching follows the Owner's Roadmap, and Phase 1 starts in the service department. First you check your pricing. The Billable Hour worksheet shows what one billable hour has to earn to cover your costs and your profit goal. If your rate is below that, every job is priced too low.
Next you set up Key Training Indicators (KTIs) for each tech. These are close rate, average ticket, callback rate, and maintenance plans sold. Your HVAC techs learn PACE, our four steps for running a service call.
See the Billable Hour worksheet · See the full Owner's Roadmap · HVAC business guides
From an HVAC shop we coach
“When we met SPG, Ken and I were ready to quit. We were done. They've helped us with processes and procedures and policies. We have more structure in our business.”
“A big thing that SPG told us is that we should have a life after work. I think they saved our marriage too.”
Every role
Your budget, your billable hour rate, your scorecard, and the weekly meeting.
Ride-alongs, call reviews, and the daily huddle.
PACE for the service call. PLAN for finishing the job so the customer does not call back.
Conversation guides for booking the call, and practice answering objections.
Sending the right tech to the right call.
The Service Operating System
The system we coach has five parts: Vision, People, Scorecard, Issues, and Process. Accountability is in the middle. Your coach works with you on each part in the order of the Owner's Roadmap.
On-site training
On-site training runs for several days at your location. Options include operations, technician ride-alongs, priority dispatching, and financials.
Three ways to start
A 30-minute call about your shop. You talk through where the business is today and what is getting in the way. You leave knowing what to work on first. There is no cost and no obligation.
The Starter Toolkit is one of two first steps into coaching. It includes a business review call, KTI setup for your team, webinars, and one-on-one sessions.
Fast Track is a two-day workshop for owners who run three or more trucks. One ticket covers up to three attendees from your company. You leave with a 90-day plan for your shop.
Not ready for a coach? SOS is free software your whole team logs into. Create a free account and see your numbers this week. Create your free SOS account.
Yes. Our coaches have run plumbing, HVAC, and electrical companies themselves. They have hit the numbers they ask you to hit.
The system is the same for every trade. The emphasis changes. In an HVAC shop, your coach spends more time on planning for the seasons, pricing replacements, and selling maintenance plans.
It depends on the level of coaching you pick. We go over pricing on your free Strategy Session, after we learn about your shop and which level fits. There are no contracts at any level.
Yes. The free SOS software has courses for technicians and a Technician Assessment built for HVAC, plumbing, and electrical. Each person on your team gets a login.
They overlap. A consultant usually reviews the business and hands you a list of recommendations. A coach stays with you while you do the work. Your Team SPG coach meets with you every week and checks that the work got done.
The Strategy Session is free. There are no contracts.
