#162 - Get Your Techs to Close More Tickets: How We Built Confidence, Boosted Sales, and Cut Stress
Jan 21, 2025
auto_awesome
Discover how a structured training program can transform employee performance and boost confidence in trades. Learn strategies for onboarding technicians that enhance skills and sales abilities. Explore effective methods for overcoming customer objections about pricing. Find out how to balance urgent service calls with ongoing education. Plus, hear about the impact of AI solutions in improving coaching and booking processes, ensuring a high-performing and motivated team.
31:15
AI Summary
AI Chapters
Episode notes
auto_awesome
Podcast summary created with Snipd AI
Quick takeaways
Implementing AI-driven coaching tools can significantly enhance team performance and improve conversion rates in service-oriented businesses.
A structured onboarding process combined with consistent training and employee feedback fosters a high-performance culture in HVAC and plumbing teams.
Deep dives
Optimizing Conversion Rates
Achieving higher conversion rates is essential for business growth, particularly when it comes to customer service representatives (CSRs). If a team's conversion rate is not meeting expectations, it raises questions about underlying issues within the process. The discussion reflects on how the implementation of AI-driven coaching tools has led to consistent improvements in the team's performance over time. By analyzing recorded calls, these tools provide actionable insights that enhance the overall service quality.
Constructing an Effective Training Program
Establishing a robust training program is critical for developing skilled technicians, beginning with a structured onboarding process. New hires go through a thorough week of training coupled with practical ride-along experiences, ensuring they understand operational systems and expectations before transitioning into regular departmental training sessions. Consistency is key, as departmental trainings are held weekly to track progress and address any performance gaps. This approach fosters a team environment where expectations are clear, and accountability is maintained.
Incorporating Feedback and Building Culture
Integrating feedback from employees is a vital component of refining training programs to ensure their effectiveness and relevance. Managers are encouraged to solicit feedback after each training session to assess its value and make necessary adjustments. Additionally, a culture of transparency is emphasized through public sharing of key performance indicators, enabling team members to understand where they stand and where they can improve. Creating this open environment helps align team efforts towards common goals and builds motivation.
Balancing Technical and Sales Training
The distinction between technical training and sales training is crucial for the success of HVAC and plumbing technicians. While technical skills ensure staff can effectively handle new products and technologies, sales training provides the necessary skills to maximize conversion rates. Organizations are encouraged to regularly assess the training needs of their teams and adapt them based on performance metrics. By offering diverse training focused on both the technical aspects of their role and sales strategies, employees are better equipped to meet customer needs and improve service outcomes.
In a world where customer expectations are higher than ever, the success of your HVAC or plumbing business hinges on one thing: a well-trained team. Jack and John are here to show you how to make it happen.
Drawing on their experience and dynamic insights, they reveal the secrets to creating training programs that don’t just do the job — but transform how you do business. From onboarding new hires to advanced technical and sales tips, they break down the steps to building high-performance teams.
Special Thanks to Avoca
Looking to train your call center and improve technician performance? Avoca AI is here to help your team identify existing issues, improve call quality, and drive results from start to finish.