THE SALES AND MARKETING INTENSIVE DELIVERS SOLUTIONS THAT WORK!
JANUARY 19-20, 2017
Recruiting a High Performance Sales Team In a High Tech World – Ellen Rohr
It’s no wonder why Ellen Rohr has been able to repeatedly build successful sales teams in her businesses. Her boundless energy and passion are contagious and will have you jumping with optimistic excitement to get started growing your own team of superstars. During your time with Ellen you will experience a Super Thinking Session where you discover what’s really working in recruiting and how to leverage those actions to attract the best talent to your business.
Ellen will take you on a journey of the High-tech recruiting and tracking tools now available AND bring us full circle to the Old-School tried and true strategies that should never be ignored.
In addition, you’ll leave with:
- A template to budget for the growth of your high performing team
- A strategy for Ride Along Recruiting
- How to use the "Test Drive" identify high achievers
- A proven system to get techs good enough really fast
BONUS: After leaving SAMI you will forever STOP making this fatal recruiting mistake!
Want to know what it is? See you at SAMI!
Get Out Of The Way And GROW! – Tab Hunter
Do you own your business? Or does it own you?
Let's face it, this business is hard! But it doesn't have to be!
During this session you will learn the “Success Equation”. The exact 5 key principles you must implement and practice every day in your business to simplify and systematize. Implementation is not a lengthy process but a continuous daily execution that will become the culture of your business. I personally have used these 5 key principals for the last 20 years of my career and I attribute these principals to being the key factors in our success.
By implementing this Success Equation your business will begin to run on systems and procedures, you will have each team member in your organization doing their job exactly as they are supposed to.(Yes, you heard that right!) The result will be a level of freedom that you may have never experienced in your business before. With that freedom you'll be able to focus on the things that you need to do to maximize profits and grow.
This meeting is about “breaking the chains”. You will go home with a five-step action plan that you can implement the very next Monday in your business and start seeing results almost immediately.
How the Mobile Movement Is Changing Marketing: The Inside Scoop on Facebook, Google, Video and more – Misty Kortes
You cannot possibly keep up with current marketing technologies and trends. Unless of course it’s your job to do just that. Misty Kortes takes this job seriously and will provide clarity around what is most important for you to focus on. When it comes to marketing home service businesses Misty has identified the 3 strategies that will impact you most in the coming year.
- Mobilizing your website so it’s optimized for the user experience. You’ll experience a complete website audit including checklist for you to take home to and test your site against. This is NOT about making sure your website works on mobile devices – it goes far beyond that.
- Automated sales and marketing. Current technology is allowing us to be proactive and to engage clients and prospects in ways we never dreamed of. You will experience a unique re-engagement strategy we guarantee you have never seen used in your market before. And the results are astounding.
3. Most current strategies working on Facebook right now for capturing leads. What’s working today is not the same as what will be working in January when you are at SAMI and Misty will deliver up-to-the-minute strategies to get you ahead of others in your market.
How To Get Stuff Done – UN-Complicating Implementation and Projects – Ellen Rohr
“Sometimes we learn out of sheer necessity.” Ellen Rohr.
That’s exactly what happened to Ellen. Throughout her expansive career Ellen has always had her hands in multiple businesses and multiple projects, all while building a successful consulting, coaching and speaking career – and finding time for a fulfilling life outside of business. How does one woman do it all? That’s what we wanted to know and now she is sharing all of her secrets for Getting Stuff Done with you.
From un-complicating The Mundane Work of Leadership through her consistent approach to constant change to mastering delegation. You will gain access to her proven systems including:
- The Master List, the Top Projects...and Mini-Projects
- Repurposing problems to speed growth
- The effective hand-off of opportunities so you can strengthen your team
- The Meeting with Me
- Honor the Org Chart – a completely under-utilized tool
- Delivering meetings that Don’t Suck!
As a special bonus, you’ll have what it takes to Bring Projects to DONE! And lose the mindset that’s holding you hostage - "Is it ever good enough for you?"
Sales Management Systems That Create Freedom and Profit – Justin Deese
As the owner of 3 profitable home service businesses Justin understands the importance of employing systems and processes that allow owners to transform from being a business operator to a business owner. Justin will share his expertise as an E-Myth Certified Business Coach to help you implement the same systems that he uses every day in his businesses. Running 3 businesses remotely requires him to leverage technology to manage the key performance indicators that have the greatest impact on your success.
In this session Justin walks you through his simple 6 step process for creating a Sales Management System. You will leave with your own system based on these 6 steps:
- Identify key indicators
- How to measure each indicator
- Identify who is responsible for each indicator
- Reporting processes
- Analyzing the data to make decisions
- Adjusting accordingly
The idea of freedom looks different for different people. Whether freedom means the ability to spend time away from the daily operations of your business, or it means simply having the time to focus on your vision for growth, the systems and tools Justin delivers will move you closer to your goals.
How to Crush Revenue Goals with Data-Driven Marketing – Jo Phillips
Every business has goals they would like to meet, especially when it comes to revenue. However, some companies struggle to meet them, because they struggle with marketing to the right clients. Learn what data you need to be looking at, how to analyze that data, and how to create a long-term data-driven marketing plan that will not only help you meet your goals, but blow past them.
Plus, Joe will unveil the latest Service Titan offering. Be there live for this special product launch.
Repurposing Problems Into Solutions: Peer Driven Problem Solving - Kenny Chapman
One of the greatest assets we have as business owner and leaders are other business owners and leaders. Leveraging the wisdom of others helps make us all stronger.
In this session master facilitator Kenny Chapman helps you leverage the power of your peers to uncover hidden solutions to the biggest challenges you face in your business today.
You'll leave this session with solid, proven advice and tactics you can implement immediately. And, you'll learn lasting strategies for leveraging the wisdom around you in the future.
INDUSTRY LEADING EXPERTS...
Founder of The Blue Collar Success Group/Owner of Peterson Plumbing Heating & Cooling
Kenny Chapman is the founder of The Blue Collar Success Group. As The Blue Collar Coach, Kenny is dedicated to helping fellow contractors create a business that serves their life. Chapman is the owner of a PHC business in Colorado and through the systems and training he has developed over the years he is able to rely on his leadership team to run the business while he focuses on helping other contractors achieve their own version of success. Chapman is a former E-Myth consultant, award winning consultant, and highly regarded speaker. Chapman was award the 2014 Tom McCart Consultant of the Year award for his work in the HVAC industry. He has shared the stage with inspiring figures like Les Brown and Jack Canfield, but today he dedicates his time to his greatest passion, working with service contractors.
Chapman is the author of the ground-breaking book, The Six Dimensions of C.H.A.N.G.E, and his highly anticipated new book The Ultimate Sales Accelerator: Winning Strategies From Service Sales Success School (releasing soon).
Certified E-Myth Business Coach, CEO The Blue Collar Success Group
CEO Justin Deese is a highly sought-after business strategist, visionary, and self-made entrepreneur. He simultaneously built three flourishing in-home service companies in multiple states, is a certified E-Myth Business Coach, and is an expert at helping fellow business owners structure and mange their companies for maximum profitability.
Justin has extensive working knowledge regarding all aspects of operating a successful in-home service business, including (but not limited to) sales and marketing, recruitment, systematization, and human resources. He has helped numerous business owners revitalize their companies and become true business owners, not just operators. Justin has a distinct talent for helping entrepreneurs recognize growth opportunities, remove what’s hindering their success, and develop customized strategies based on their personal goals.
Justin attributes his success in business to implementing the same methods he teaches. “Most of the people I work with are not lacking work ethic. They put in long hours but fail to attain the results they desire as a result of daily distractions keeping them from focusing on long-term planning.” He is passionate about sharing his wisdom and encouraging business owners to take a step back from their companies to really examine what it will take for their companies to serve their lives, not the other way around.
Justin’s personal motto is: “Measure, Motivate, and Manage.” He is driven to help others build thriving businesses, and uses his extensive knowledge of the in-home service industry to help The Blue Collar Success Group members achieve incomparable levels of success and profitability.
Owner Your Marketing Coach and Pug Shop Designs
Misty is a passionate entrepreneur and business owner who empowers small businesses to succeed when it comes to marketing their business. With her formal education in Marketing, over two decades of speaking and training, and more importantly her real-life, in-the-trenches business experience, Misty knew she had to share her insider secrets to success with other small business owners. Compelled by a strong desire to share her expert experience and knowledge, Misty created two businesses “Your Marketing Coach” an educational firm that teaches entrepreneurs how to Bootstrap their way to success....and "Pug Shop Design" a unique graphic design service company that provides entrepreneurs and agencies the graphics they need to take their brand from "PUGly" to "PUGtastic"!
Misty is also a Partner of Infusionsoft and frequently called upon by the company to develop and deliver training programs for users, and provide consulting and graphic design services to their clients.
Learn more about Misty at www.yourmarketingcoachonline.com and www.pugshopdesign.com
"The Pitbull of Personal Development"
Larry Winget is a bestselling author, television personality, social commentator and internationally acclaimed speaker.
His newest book, Grow A Pair: How To Stop Being a Victim and Take Back Your Life, Your Business and Your Sanity is a New York Times and Wall Street Journal bestseller. He has also written five additional New York Times/Wall Street Journal bestselling books that have been translated into over 20 languages including Shut Up, Stop Whining and Get A Life, You’re Broke Because You Want To Be, It’s Called Work For A Reason, People Are Idiots And I Can Prove It, and Your Kids Are Your Own Fault.
He is also a member of the Speaker Hall Of Fame. Larry has starred in his own television series on A&E, two PBS specials and two CNBC specials. He has appeared on Dr. Phil, The Today Show, Tool Academy, The Big Idea, Larry King and in three national television commercials. Larry is a regular contributor on many national television news shows on the topics of success, business, personal finance, parenting and the wussification of America. Find out more at www.larrywinget.com.
President/Owner The Surfin' Plumbers
Tab started his first plumbing company from scratch nearly 30 years ago and in that 30 years he has become known as the “go-to guy” when you need systems in your home service business.
After creating and mastering the systems needed to grow a profitable plumbing company Tab added HVAC into the mix and that’s when things really took off. He eventually left his business in the capable hands of his team and accepted the role as President of Franchise Operations for Benjamin Franklin Pluming, One Hour Heating and Air-Conditioning and Mister Sparky Electrician where he utilized his talents to help others find the same success through systems.
His passion for helping others propelled him to become one of the first member trainers for Nexstar Network/Contractors 2000 where he was instrumental in the development of key training programs. His companies have been recognized by P&M Magazine, In the News, Nashville Business Journal, Sarasota Herald Tribune and many other publications.
Tab left the corporate world and retired from the industry in late 2009. After spending a great deal of time with his family and traveling he knew his passion for the industry could not keep him away.
Today Tab owns and operates his unique plumbing concept and brand known as “The Surfin' Plumbers” with multiple locations in multiple states. When you visit any of Tab’s locations, you immediately see what commitment and dedication to working “on” the business not “in” the business will do
Tab now shares with others contractors how to create operational excellence in their own business.
The Un-Business Leader. President of Zoom Drain and Sewer, LLC
Ellen got involved in her husband’s company after his partner died unexpectedly. She was in over her head and nearly tanked the family business. Thankfully, she found terrific mentors who taught her how to keep score in business, craft a simple business plan and make lots of money.
Ellen started her venture capital and consulting company in 1995 to help people start, fix and grow profitable businesses. Ellen is also a successful franchisor, helping launch a plumbing franchise to 47 locations and $40 million in sales in under 2 years. Now, she is the president of Zoom Drain and Sewer, LLC. She is a columnist for Huffington Post, PHC News, and an "in the trenches" contributor to many business journals and trade magazines.
Ellen is the author of four business basics books, including Where Did the Money Go? and The Weekend Biz Plan.
Head of Sales, Service Titan
Joseph Elias Phillips is responsible for helping service businesses become extraordinary service companies, streamline operations, and grow revenues. Growing up working in his family's small business, Joseph has dedicated his career to working at startups that share a mission of using innovative technologies to help hardworking business owners thrive in today's challenging business environment. Prior to ServiceTitan, Joseph most recently lead expansion sales at food delivery companies Seamless and GrubHub, where he grew the expansion sales team from two sales executives to more than 20 and helped grow GrubHub's customer base to more than 30,000 merchants.
Joseph is a graduate of the University of Southern California's Marshall School of Business. ServiceTitan is the premier provider of mobile cloud-based business management software for the home services industry, which encompasses plumbing, HVAC, and electrical service companies nationwide.
ServiceTitan is the #1 software platform for managing a home services business. It is used by the world’s leading home service companies, and it incorporates industry best practices to help you streamline operations, improve sales, provide a better customer experience, lower costs, and manage your business more easily.
ServiceTitan is powerful yet easy-to-use, combining scheduling, dispatch, invoicing, sales, marketing, reporting, and more in a mobile, cloud-based platform.
• Intelligent dispatch
• Analytics and reporting
• Marketing management
• Mobile selling tool: “Mobile 2.0”
• Invoice & accounting with Quickbooks
• Flat-rate or Time and Material pricebook
• Membership and subscription services
• Time tracking and Payroll
• Generate more leads & close more sales
• Cut costs and streamline operations
• Book more appointments
• Delight customers & grow revenue
• Deliver an amazing customer experience
• Effortlessly track and compare performance
Plumber’s Choice provides service contractors with top quality exclusive water treatment products, excellent sales and product training and unmatched support. For contractors looking to add water treatment as a profit center inside their existing business, there is no better partner than Plumber’s Choice.
Low value jobs aren’t going to keep your home service business thriving. Scorpion is the award-winning website design and Internet marketing company who has delivered millions of quality leads to our clients. Home service businesses who partner with us have doubled in size because we drive higher value jobs to their business. Get web development, SEO, online advertising, reputation monitoring, video production, and social media marketing from the 2016 Google Channel Sales Customer Satisfaction Champion and Platform Innovator of the Year. Visit ScorpionHomeServices.com or call 866-616-0824 to learn more.
Close More Sales, Win larger deals, and get paid faster with GreenSky’s award winning consumer financing platform:
As one of the nation’s leading consumer finance providers in the home improvement industry, we’ve helped thousands of national and local businesses increase their sales and delight their customers. Our revolutionary technology platform provides fast, easy paperless credit decisions anytime, anyplace, by phone, website or mobile app in seconds – so you can close more sales, win larger deals, and improve your cash flow.
Benefits For you:
- Close more sales: more customers say “yes” when offered flexible financing such as deferred interest, no payment promotions or low monthly payments.
- Win larger deals and increase order value: credit limits as high as $55,000 enable a higher ticket sale giving your customers access to top-end product lines.
- Improve your cash flow: accept down payments the same day the loan is approved and receive funding the next day.
- Grow your business: focus on winning more projects…not the financing.
- Better customer experience: our paperless solution eliminates frustrating paperwork that can get in the way when trying to sell a job.
- Fast and convenient: mobile app enables the entire credit process from application to approval to be completed in 60-90 seconds.
HVAC Web Connection is a network of HVAC & Plumbing websites catering to trade professionals.
Our national and regional HVAC & Plumbing community websites consist of thousands of pages of industry specific content. Contractors, wholesalers and facility managers visit us daily for their current news, job search, new product announcements, industry events, training opportunities and more. Connect to your local HVAC and Plumbing community.
WHAT'S BEING SAID ABOUT SAMI
Solid marketing event like none I’ve seen catered towards contractors.Brad Hone, Ferguson
I found interacting with fellow business owners and sharing information to be be very valuable at SAMI.Robby Snow, Valley Plumbing
SAMI has an excellent small group atmosphere. I love love loved everything, including the reinforcement of our business plan and goals.John Pankraz, Elite Electric and Air
I’ve been to a lot of conferences and the SAMI event had some of the best content of any I have been to. I found it valuable to learn more about how internet marketing works and ties in between reviews, website and Facebook.Kelly Schols, CPI Plumbing & Heating
SAMI provided me with a different perspective on sales and marketing.David Rosenthal, Rosenthal Plumbing
Loved SAMI. It will definitely be one of my "never miss" annual classes. I learned a ton. Kenny is a great speaker and trainer. Any event where he is speaking or teaching, I want to be a part of.Jared Coe, Infinity Plumbing Services
SAMI was an excellent event. It gave me a better understanding of the bigger picture as well as the difference between sales and marketing and how they work together. It helped me organize my thoughts, and I liked the intimate environment of the class which made it great for networking.Brenda Barker, Barker and Sons Plumbing
Thank you all very much for the transformation! I’m very excited to share and create and action plan with my company’s staff and owner. I got great clarity surrounding SEO and client retention.Robin Pearce, Scotto Plumbing Service, Inc.
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