Success In Selling HVACR Preventive Maintenance Agreements
Curb Misunderstandings I Justify Prices I Close Sales
October 1 -3, 2025
Cincinnati, OH
Excellence Alliance and Service Business Resources have partnered to bring you this exciting sales training opportunity. Don’t miss your chance at service sales improvement.
Comprehensive Multi-Day Intensive In Person Sales Training
Pre & Post Meeting Webinar Check Ins
The Process to Win The Skills to Close The Tools to Grow
One Low Price
This is the blueprint for commercial HVAC service sales success in 2025 and beyond! Learn proven techniques for closing higher margin sales. Discuss and role-play prospecting strategies, appointment setting techniques, facilitating introductory meetings, conducting surveys and utilizing negotiating strategies for differentiation, positioning and overcoming common misunderstandings. Learn how financial justification tools and new technologies such as AI can help with higher close rates and higher margins. The training includes hands-on role-playing, discussions, many scripts and exclusive tools to apply with the most comprehensive sales process in the HVACR industry.
Participants will master the proven 8-step sales process to close more preventive maintenance agreements, increase margins and grow your service business.
Attendees will take away best practices for prospecting, qualifying, negotiating, and closing strategies, along with financial justification techniques.
What You Get
This is high impact training for service sales professionals to directly improve sales performance.
Pre-class Support – The training includes a pre-class webinar to introduce the sales process and marketing approach. Build rapport. Receive various class documents.
Class Experience – The class is an interactive multi-day training experience with a comprehensive curriculum. Network with other industry pros. Breakfast and lunch provided.
Post-class Support – The training also includes a post-class webinar for implementing an action plan and provides additional resources. Additional documents and audio/video resources. Assistance with software, sales strategies and closing deals.
Reserve Your Spot Today
Seats are limited, please fill out the form below and complete payment to reserve your spot today!
Meeting Details
Attendees: Owners, Presidents, Senior Leaders, Sales Managers, Service Managers, Sales Staff, Estimators, Team Leaders
Price: $1,197 per attendee (Multi attendee discounts available upon request)
Date: October 1-3, 2025
Location: Cincinnati, OH area
Training Site: Hilton Garden Inn Florence – Cincinnati Airport South, 205 Meijer Dr., Florence, KY 41042
Hotel: Rooms are available at the training site at the discounted rate of $169 per night, good until September 1.
Facilitation: This is a training partnership between Excellence Alliance and Service Business Resources
Lead Trainer: James Graening, President of Service Business Resources (Bio below)
Amenities: Breakfast and lunch will be provided
Tentative Schedule: Day 1, 8:00am to 4:30pm; Day 2, 8:00am to 4:30pm ; Day 3, 8:00am to 12:30pm..
Meet James Graening
James Graening: A Leader in Commercial HVAC Sales Training & Business Development
With decades of experience in the HVAC and service trades industries, James Graening is a recognized leader in sales training, business development, and strategic growth for commercial service companies. As the President of Service Business Resources (SBR), he has dedicated his career to bridging the gap between technical expertise and effective sales strategies, helping contractors increase revenue, improve margins, and strengthen their sales operations.
James’ training philosophy is built on real world experience and proven methodologies. His Commercial Preventive Maintenance Sales Training, Project Sales & Design-Build Negotiation and Sales & Activity Management Training programs provide HVAC sales professionals with structured, actionable strategies that drive measurable results. Through regional workshops, onsite training, virtual coaching and the SBR Online Academy, he equips sales teams with the tools to excel in an increasingly competitive market.
Beyond training, James is a sought after keynote speaker and consultant, having presented at industry leading conferences such as ACCA, ASHRAE, EAI, and PHCC. His expertise spans not only sales but also leadership development, strategic planning and AI integration in sales processes.
With a deep understanding of the challenges facing commercial HVAC contractors, James has built SBR into the go-to resource for service based sales education, offering industry specific solutions that transform sales teams and elevate businesses. His commitment to practical, high impact training continues to shape the future of HVAC sales and service excellence.
About Excellence Alliance
Excellence Alliance: Empowering The Trades With Innovative Business Solutions
Established in 1997, Excellence Alliance (EAI) has become a leading provider of business solutions tailored for both commercial and residential HVAC and plumbing contractors. With a deep understanding of the challenges these industries face, EAI focuses on delivering tools and services that drive growth, efficiency, and profitability.
EAI offers a suite of comprehensive software tools designed to streamline operations and enhance service delivery. Furthermore, EAI has forged strategic alliances with top equipment manufacturers and reputable wholesale distributors. These partnerships not only drive brand awareness but also offer members access to exclusive rewards and incentives, fostering loyalty and retention.
Understanding the importance of continuous learning, EAI provides ongoing user training sessions on their software tools. These sessions ensure that members maximize the potential of EAI’s offerings, stay updated with best practices and maintain a competitive edge in the market.
With over 25 years in the industry, Excellence Alliance has evolved into the HVAC and plumbing sectors’ premier resource for business improvement. Their commitment to understanding contractor needs and delivering tailored solutions has solidified their reputation as a trusted partner dedicated to elevating industry standards and ensuring the success of their members.
For more information, contact EAI at 877-324-3444.
