"BSI's Commercial Service and Project Sales Certification training has allowed us to recognize more efficient ways to run our sales department while increasing our gross profit margins. By using the BSI sales tools it has allowed our commercial service agreement and project sale proposals to be more professional and priced more accurately."

-Thom Stone
Hydestone Mechanical.

What are successful Commercial/Industrial HVAC/R contractors doing differently?

Our HVAC Business Growth Coaching Program Partner contractors are using our proven commercial processes, methodologies, governances and associated delivery forms within each of their demand service, service agreement, equipment replacement, and their design-build/retrofit departments.


The best part is we provide all these business support services for far less than a tank of gas per week. These retail residential department training tracks are included in the $7/day Partnership Program.


Commercial Service Department Training Track:

Commercial/Industrial HVAC/R Contractors gain access to proven professional service department processes and forms that have resulted in increased service agreement sales and service department profitability of 45% or more and increased business value of 25% or more.

Service Agreement Lead Generation Procedures:

  1. Step-by-step service agreement lead generation and selling guide.
  2. Commercial service agreement lead generation direct mail campaigns.
  3. Proven service agreement expansion strategies and tactics.
  4. Owner occupied industries business list procurement assistance.
  5. Individual sales rep sales quota setting and sales tasking planning procedures.
  6. Individual lead tracking and performance reporting procedures.

Professional Service Agreement Sales Call Handling Procedures:
  1. Commercial service agreement sales rep value-based sales training and coaching.
  2. Commercial service agreement equipment and customer survey forms.
  3. Professional sales call value-based service agreement selling communication guide.
  4. Customized business service offering letter line card.
  5. Real, worth, and winnable qualification procedures and opportunity close rate reporting.
  6. Service agreement sales call presentation.
  7. Service sales presentation is quickly customized to your business name, address, and Logo.
  8. Users can print as many presentations as required at no extra cost.
  9. Performance-based pay plan for commercial service agreement sales reps.

AccuPro Commercial/Industrial Service Agreement Pricing Program Also sold separately $1,299.00):
  1. Includes all common commercial/industrial HVAC/R system maintenance pricing.
  2. Fiber and pleated filter tables that are price updated by user.
  3. Users can estimate and provide customers with quick pricing options for inspection, full repair labor, or full repair coverage agreements.
  4. Users can include and easily price special services and filter schedules.
  5. Users can customize pricing to match company overhead and net profi t requirements.

Professional Service Call Handling Procedure:
  1. Written step-by-step professional service call handling standard procedure and forms.
  2. Written step-by-step professional service agreement standard procedure and forms.
  3. Service department organization and set-up instructions.
  4. Instructions for how best to hire, staff, and train for the dispatch function.
  5. Dispatch board set-up to track calls in progress, completed, and waiting for parts.
  6. Service agreement booking, mobilization, inventory control, and scheduling procedures.
  7. Dispatcher Service Call Handling Communication Guide.
  8. Technician Service Call Handling Communication Guide.
  9. Paying Technicians for Profits Incentive Plan.
  10. Paying Selling Technicians for Profits.

Professional Service Proposal Agreement Templates:
  1. Proposal template is quickly customized to your business name, address, and Logo.
  2. Annual, quarterly, monthly payment and multi-year options.
  3. Best practice liability protection terms and conditions.

Program Delivered Right to Your Desktop via On-line 7-Step Training Track See on-line Training Center:
  1. Provided LIVE and 24/7 pre-recorded step-by-step process implementation training.
  2. Unlimited access to expert consulting and process implementation support.

Design-Build/Project Department Training Track:

Commercial/Industrial HVAC/R Contractors gain access to proven professional design-build/project department sales and project delivery processes and forms that have resulted in increased project close rates of 35% or more.

Design-Build Lead Generation Procedure:

  1. Step-by-step target industry design-build lead generation and selling guide.
  2. Commercial design-build lead generation direct mail campaigns.
  3. Owner occupied industry business list procurement assistance.
  4. Individual sales rep sales quota setting and sales tasking planning procedures.
  5. Individual lead tracking and performance reporting procedure.

Professional Design-Build/Project Sales Call Handling Procedure:

  1. Commercial sales rep value-based project sales training and coaching.
  2. Commercial design-build/project scope and customer transaction requirement survey forms.
  3. Professional sales call value-based service agreement selling communication guide.
  4. Customized business service offering capabilities line card.
  5. Real, worth, and winnable qualification procedures and opportunity close rate reporting.
  6. Design-build sales presentation is quickly customized to your business name, address, and Logo.
  7. Users can print as many presentations as required at no extra cost.
  8. Customizable Design-Build Statement of Qualifications Communication Package.
  9. Performance-based pay plan for commercial design-build project sales reps.

ProjectPro Commercial/Industrial Project Pricing Program (Also sold separately $499.00)

  1. Designed to quickly enter project sequence and associated labor, material, subs, and permits.
  2. Users can use up to 4 different labor grades per job installation task if needed.
  3. Users can include and price special services, rentals, and subcontractors.
  4. Users can customize pricing to match company overhead and net profi t requirements.

Professional Design-Build/Quoted Job Handling Procedure

  1. Written step-by-step design-build project delivery standard procedure and forms.
  2. Design-build department organization and set-up instructions.
  3. Project booking, mobilization, inventory control, and scheduling procedures.
  4. Service agreement company fi le documentation and booking procedures.
  5. Dispatcher Service Call Handling Communication Guide.
  6. Technician Service Call Handling Communication Guide.
  7. Paying Technicians for Profi ts Incentive Plan.
  8. Paying Selling Technicians for Profi ts.

Professional Project Proposal Agreement Templates:

  1. Proposal template is quickly customized to your business name, address, and Logo.
  2. Templates include retrofi t, replacement, system enhancement, design-build, and financed projects.
  3. Best practice liability protection terms and conditions.

Program Delivered Right to Your Desktop via On-line 7-Step Training Track See on-line Training Center:
  1. Provided LIVE and 24/7 pre-recorded step-by-step process implementation training.
  2. Unlimited access to expert consulting and process implementation support.

Financial Management Department Training track:

To view the associated Financial Management Department Training track simply click this Financial Management Department Training Track link


Human Resource Management Department Training Track:

To view the associated Human Resource Management Department Training Track simply click this Human Resource Management Department Training Track link