Drive Growth I Optimize Processes I Deliver Results
October 2025 Cincinnati, OH
Excellence Alliance and Service Business Resources have partnered to bring you this exciting management training opportunity. Don’t miss your chance at transformational sales improvement.
Comprehensive Multi-Day Intensive In Person Management Training
Pre & Post Meeting Webinar Check Ins
Learn Key Metrics Implement AI Tools Motivate Teams
One Low Price
In the fast-paced world of commercial HVAC service sales, success isn’t just about selling – it’s about managing, measuring and maximizing every opportunity. The Sales & Activity Management Training class is designed for leaders looking to build a more effective, accountable and results-driven sales team. This course goes beyond traditional sales training by focusing on critical business components such as recruiting and retaining top sales talent, establishing a high-performance culture and leveraging key performance indicators (KPIs) for better forecasting and decision making.
Attendees will gain hands-on experience with proven coaching techniques, industry financial metrics, and sales analytics to drive sustainable growth. Through interactive role-playing and real-world application, this class provides the tools and strategies needed to increase sales productivity, improve deal closing rates, and optimize sales processes for long-term success.
Many HVAC service businesses struggle with unstructured sales processes, inconsistent results and underperforming teams. This course uses data driven strategies to transform sales leadership, providing the tools and techniques needed to recruit, develop and manage high performing sales teams.
As an attendee, you will learn to:
Build a strong, motivated team that consistently delivers results through recruiting and retaining top sales talent.
Discover the numbers that matter most and how to use them for better forecasting through the use of key sales KPIs and metrics.
Use coaching and leadership strategies to improve performance through structured one-on-one meetings and team accountability.
Implement a targeted sales strategy to ensure your pipeline is always full through direct marketing and lead generation best practices.
Leverage cutting edge tools to optimize your sales approach through the use of AI and sales analytics.
What You Get
This is high impact training for company leaders 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 proven frameworks for sales management. 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, strategies and coaching.
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, Executive Management, Senior Leaders, Sales Managers, Service Managers, Sales Team Leaders
Price: $1,197 per attendee (Multi attendee discounts available upon request)
Date: October 2025 (Exact dates to be finalized).
Location: Cincinnati, OH area
Training Site: Hilton Garden Inn Florence – Cincinnati Airport South, 205 Meijer Dr., Florence, KY 41042
Rooms: Rooms are available at the discounted rate of $169 per night.
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 4:00pm
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 or objections. 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.
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.
