On-site training
A Team SPG coach comes to your shop and trains your team in person. The training is built around the problems you want fixed.
On-site training is in-person training at your shop, led by a Team SPG coach. You and your coach build the agenda before the visit. Almost all visits run three days. Your team practices with role-play and gets feedback right away. You get a written report after the visit.
Our coaches have run plumbing, HVAC, and electrical companies themselves. A coach from outside your shop sees what you no longer notice, because you see it every day.
Pick what your shop needs
For technicians, service managers, and the GM
Your Team SPG coach rides along with your techs on real calls. Your coach debriefs each tech after the call and writes a detailed report. Techs also train on PACE, our four steps for a service call, and practice with role-play.
You leave with: A detailed report on each ride-along, a training plan, and a ride-along schedule.
For the people who run your training
Your trainers learn how people learn and how to keep a group's attention. They learn to plan a training and to use games and role-play in it. Each person then delivers a training and gets feedback from the group.
You leave with: Trainers who have planned and delivered a training, and a workbook to keep using.
For the owner and managers
We test a real service call at your company, from the first phone call to the follow-up. You see how the call went at each step.
You leave with: A written report with your strengths, your weak points, and training recommendations for each team.
For CSRs, dispatchers, and service managers
Priority dispatching means sending the right tech to the right call. Your team sets which calls get booked first and tags them in your software. They rank techs by close rate and average ticket, and set up a call board and a daily huddle.
You leave with: A call priority list, a tech ranking, a call board for the next few days, and a training plan for your team.
For the leadership team and CSRs
DISC is a model of four personality styles. Each person learns their own style and how to talk with the other styles. Your team practices with role-play and learns how to calm a conversation when someone is upset.
You leave with: A chart of your team's styles and an action plan for how your team communicates.
For the owner or GM, the parts manager, and the service manager
Your team sets up one way to stock every truck and the warehouse. The stock list comes from the parts your shop used in the last six months. The goal is fewer trips to the supply house and material costs that stay in budget.
You leave with: A truck stock list, a model truck to copy, warehouse bins that match the trucks, and a weekly restock routine.
For the owner, the office, and the leadership team
Your coach watches how the shop runs today, including your team training and your workflows. Together you review who is responsible for what, tech levels, onboarding, and recruiting.
You leave with: A written report with recommendations and an action plan.
For the owner
Your coach goes through your P&L and your balance sheet with you. You find where the shop is losing money and fix it. You calculate your billable hours and build an annual budget.
You leave with: An annual budget, and training on how to track it and adjust it.
For the leadership team
Your leadership team reviews your mission, vision, core values, and marketing plan. You work through your open issues, set long-range goals, and write a one-year plan. We recommend holding it away from the shop.
You leave with: A one-year plan, an updated company scorecard, and next year's budget.
We can also build a visit around what your shop needs, or combine topics in one visit. Executive sessions are private time with your coach for confidential topics, such as personnel issues or an exit plan.
How a visit works
You meet with your coach and build the agenda together. Your coach tells you what your team needs to finish before the visit.
Almost all on-sites are three days. Your team trains in the building where they work. Each day ends with a wrap-up.
You get a written report with what your coach saw and what to do next. Your coach then holds follow-up meetings with you.
Some coaching memberships include on-site visits. See what each membership includes.
From a member
The Red Fox Electric team with their Team SPG coach.
“Our on-site was great with Coach Nick! He's truly talented at his craft and very knowledgeable.”
More training
A coach meets with you every week and trains your team for their roles.
Four days of in-person training for technicians, held in a real home.
Video courses for technicians, CSRs, managers, and owners. Starter courses are free.
On-site training is in-person training at your shop, led by a Team SPG coach. You and your coach build the agenda before the visit. Almost all visits run three days.
Almost all on-site visits run three days. You and your coach build the agenda before the visit.
That depends on the on-site you pick. The Ride-Along on-site is for technicians and service managers. Priority Dispatching is for CSRs and dispatchers. Operations, Financials, and Yearly Planning are for the owner and the leadership team.
Yes. You and your coach build the agenda together before the visit. We can build a visit around what your shop needs, or combine topics in one visit.
An executive session is private time with your coach for confidential topics. Owners use it for yearly planning, personnel issues, or an exit plan.
You get a written report with what your coach saw and what to do next. Your coach then holds follow-up meetings with you.
Some coaching memberships include on-site visits. The Memberships page shows what each one includes.
Schedule a free Strategy Session and tell us what you want fixed. If you already have a Team SPG coach, ask your coach.
The Strategy Session is free. Tell us what you want fixed and we will tell you which option fits.