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Residential Service Agreement Success for Daikin Elite Dealers


Discuss in detail the structure of a service agreement program. The workshop will provide the forms, materials, and necessary structure to implement and execute a top performing service agreement process. A discussion will also be around how to control and ensure profitable growth and generate quality leads.

Topics Covered:

  • How to implement a successful service agreement program
  • Marketing materials for residential Service Agreements for Technicians
  • Compensation plans and incentives for service agreements
  • Goal setting for technicians
  • Marketing Techniques to target zones and existing customers
  • Pricing methods for service agreements
  • Metrics around the service agreement model
  • Scheduling Procedures
  • Company culture to support plan

What to Bring:

  • Current service agreement example and forms (if applicable)
  • Technician training manual on service and maintenance discussion with homeowner
  • Technician marketing collateral for marketing maintenance agreements
  • Promo and marketing materials for service department if available

Who Should Attend?

  • Owners of Trades
  • Managers (GM / Sales Manager)
  • Service Managers
  • Mid Managers of any company wanting to grow and empower managers

Room Block Information

A limited amount of discounted overnight accommodations have been secured at The Tiger Hotel. To secure one of these rooms please contact Alanna Ketchum at alanna.ketchum@tmi-stl.com.


Alanna Ketchum




James R. Leichter

President & CEO, Aptora Corporation, Mr. HVAC LLC, RA Tax and Accounting Inc.


James is a successful entrepreneur and master mechanic whose accomplishments include being the founder of MrHVAC.com, the CEO and founder of Aptora, the President of RA Tax and Accounting and a partner with ProAmerican Investments.

James' company MrHVAC.com is a website dedicated to improving the lives of contractors. It includes industry articles, specialized HVAC calculators, forms, templates and one of the most extensive operations manuals in the country. As the founder of Aptora corporation, he has created some of the most popular software programs in the service industry including Flat Rate Plus and Total Office Manager.

James is well known for his burning passion to help contractors and it shows in his unique speaking style. He has hosted management workshops all around the United States and has conducted onsite consulting since 1996 with hundreds of contractors.