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Owned and Operated Culture

#162 – Get Your Techs to Close More Tickets: How We Built Confidence, Boosted Sales, and Cut Stress

πŸ“… January 21, 2025 ⏱️ 31:16 🎀 HVAC Jack, John Wilson

Chapters

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  • 0:00
    Improving Call Center Performance
    The hosts share how Avoka's AI-powered tools have significantly improved call center coaching and booking efficiency, leading to increased marketing capabilities.
  • 1:53
    Current Training Process
    John outlines his company's training structure, which includes a week of new hire onboarding, ride-alongs, and twice-weekly sessions focused on numbers and sales role-playing.
  • 6:33
    Starting a Training Program
    The hosts advise starting with foundational training like Service Titan usage and developing a consistent cadence for sales and ticket-based training, using real-world examples.
  • 8:46
    Addressing Tech Underperformance
    They explain how a period of tech underperformance led to the implementation of regular weekly training to boost accountability, foster a competitive spirit, and meet tech demands for sales training.
  • 13:39
    Structuring Effective Trainings
    The discussion covers planning training topics, emphasizing repetition of core concepts in varied ways, and the advice to focus on reading numbers and understanding performance goals.
  • 19:52
    Behavior vs. Outcome Training
    The hosts differentiate between training behavioral aspects (how techs interact with customers) and outcome-based metrics (sales, conversion rates), and how to cycle between them.
  • 22:14
    Overcoming Objections
    Specific micro-topics for training are suggested, such as overcoming common customer objections like service fees or high prices, and exploring customer needs through open-ended questions.
  • 25:32
    Making Trainings Effective
    Tips for conducting effective training include soliciting feedback from the team, identifying strong trainers, and maintaining a structured approach to keep meetings focused and productive.
  • 31:38
    Individual vs. Team Training
    Training frequency is often left to managers, but if team performance suffers, more structure is imposed; individual underperformance is addressed through weekly KPI reviews and ride-alongs.
  • 37:15
    Technical Training Importance
    The hosts stress that despite the initial cost, training is invaluable, as untrained techs waste leads and opportunities; they discuss increasing product-specific technical training based on team feedback.

Speakers

H
HVAC Jack
Host
J
John Wilson
Host

Key Takeaways

✦

Prioritize foundational onboarding for new hires, covering essential software and company procedures to set them up for success from day one.

✦

Implement consistent, regular training sessions (e.g., twice weekly) that cover both performance numbers and sales skills like role-playing and objection handling.

✦

Make performance data highly visible and discuss it openly. Display dashboards and make numbers a regular part of team conversations to foster accountability and a competitive spirit.

✦

Structure training content around a few core topics (e.g., 5 topics repeated in 4 different ways) to ensure retention, rather than always creating new material. People need to hear information multiple times to internalize it.

✦

Solicit feedback from your team on training effectiveness and adapt based on their needs. Identify strong trainers within your organization and leverage their abilities.

✦

Differentiate between individual and team-wide performance issues. Address individual struggles with personalized support and one-on-one coaching, while systemic team issues may require broader training adjustments.

✦

Invest in product-specific technical training. As your business grows and product lines tighten, ensure technicians are experts on the specific systems and brands you install and service.

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