Industry
Heating and Air Conditioning
Client
A husband and wife team who founded their Heating and Air Conditioning Company.
Scenario
The company was struggling to get out of start up phase and into the profitable, growing stage of business. They were not tracking calls, results, referrals, product costs and profitability. Customers love them but weren’t seeing them as a “stable, long term” company.
Approach
First we began working with the founder to help him develop his leadership skills. His wife and partner in the company realized that they needed focus, direction, training and tracking systems. Therefore, we created a strategic plan. Upon completion of the plan, we worked with the wife to help her develop her sales skills. They set up systems and manuals for hiring, firing, and training. They set up key measurements for tracking inquiries, calls made in the field, follow-up, goals and action plans. Their sales went from $200,000 to well over 400,000 and their profit went from nearly nothing to being able to put both Brian and Deborah on payroll. Deborah can now tell me specific goals written and achieved or identify what else is needed. They added a payroll service, an accountant, two new tech’s, staff meetings and training, use their “dashboard” to keep them on track and systematically place ads, PR notices, networking events to grow the business.
Results
- They set up systems and manuals for hiring, firing, and training.
- They set up key measurements for tracking inquiries, calls made in the field, follow-up, goals and action plans.
- They added a payroll service, an accountant, two new tech’s, staff meetings and training, use their “dashboard” to keep them on track and systematically place ads, PR notices, networking events to grow the business.
- Their sales went from $200,000 to well over 400,000 and their profit went from nearly nothing to being able to put both co-owners on payroll.
- Profitability increased 400%.