Agenda
Click on General Sessions, Operations Tracks, or Sales Tracks to filter agenda results.
Thursday, September 26
6:00 pm
Pre-Event Whiteboard Session
Victor Rancour, Profit Rocket
Join Victor Rancour and start planning your victories with this in-person meet and greet and operational strategizing session.
Friday, September 27
2:00 pm
Registration
6:00 pm
Summit Launch Party
Saturday, September 28
7:30 am
Breakfast
7:30 am
Registration
9:00 am
Keynote: The Story of the Lone Survivor
Marcus Luttrell, Decorated Navy SEAL & Best-Selling Author of Lone Survivor
9:30 am
Mastering the Home Service Chessboard: Unleashing Strategic Brilliance
Michelle Van Beek, Profit Rocket
10:15 am
Start Up Business Panel
Victor Rancour, Profit Rocket
Ken Byrne, Call the Bee
Mario Lopez, Atticman Heating & Air Conditioning Insulation
Sam Matsuk, Topline Heating & Air
Outbounding 101
Chris Badran, Rocket Bookings
A master of outbounding for the home service industry, Chris will share his insight, best practices and the strategy he uses to keep opportunities on his job board even when there is no demand from the weather.
What Should We Do?
Joe Crisara, Service MVP
In this session Joe will show you how to connect and find the client code, diagnose the whole system, and then close the deal. You won’t want to miss this exciting and essential training.
10:45 am
Networking Break
11:00 am
Marketing Panel
Jennifer Bagley, CI Web Group, Inc.
Dan Antonelli, KickCharge Creative
Dave Carroll, Dope Marketing
Sarah Ghirardo, ServiceTitan
Lyle Horst, SystemizedMedia
VIP ONLY: Attracting and Keeping Talent
Lawrence Castillo, Brody Pennell Heating & Air Conditioning
Unlock the key to growing your business by changing the way you recruit and retain employees. Lawrence was instrumental in the growth of Service Champions into the largest single location HVAC operation on the West Coast, as well as Brody Pennell. He’ll share his secrets and his plan on hiring, his blueprint for recruiting success, and how you can experience exponential growth in a competitive labor market.
11:30 am
Sales Panel
Victor Rancour, Profit Rocket
Joe Crisara, Service MVP
Josh Kelly, Clover
Sam Taggart, The D2D Experts
Sam Wakefield, Close It Now!
Babe, let’s start another company!
Stephanie Webb Postell, Anchor Heating and Air LLC
David Postell, Anchor Heating and Air LLC
Navigating a Start up with your spouse
12:00 pm
Lunch
1:00 pm
VIP Only: Acquisitions Panel
Victor Rancour, Profit Rocket
Lance Bachmann, LB Capital
Wyatt T. Hepworth, Any Hour Group
Anthony Perera, Airpros USA
Dustin Van Orman, Any Hour Group
Jacob Washkurak, Apex Service Partners
Customer Acquisition Systems
Lyle Horst, SystemizedMedia
How to get customers that buy installs
1:30 pm
The ABCs of D2D Sales
Sam Taggart, The D2D Experts
Master the art of building a culture of CARNIVORES – and stop relying on your phone to ring, and leads to pop up. How to recruit, train, and scale an outbound sales dept. Learn how to increase profit margin, and not compete with 3 bids on every lead you get.
Digital Domination: Unleashing the Power of Data Driven Marketing
Jennifer Bagley, CI Web Group, Inc.
Are you tired of marketing programs with long-term contracts and limited results? Are you serious about dominating your marketplace? Are you exhausted hearing, it’s going to take more time to get results? Are your spidey senses going off – thinking what the hell am I paying for every month? During this presentation Jennifer Bagley will unveil a tactical approach to drive unparalleled growth. Whether you’re a seasoned professional or just starting out, this session promises to equip you with actionable tactics to dominate the market. Join us and redefine the future of your home service business! This no-BS, data driven, proven strategy will leave you with the information your digital marketing agencies don’t want you to know. There is a reason why we are the trusted provider for the world’s largest manufacturers and distributors in the industry for the past 10 years – we help their contractors crush their market-share goals! We quietly built our own lane – AND WE OWN IT.
Building a Badass Brand: Marketing, Culture & Everything in Between
Dan Antonelli, KickCharge Creative
A comfort zone is a beautiful place but nothing grows there. The same can be said about most home service branding. While many are choosing safe, comfortable brands that blend in – or ‘bland’, what would happen to your business if it stood out? What if people in your community already knew your name when they needed service? Dan Antonelli walks you through the psychology behind building a better brand, and how the right brand improves your marketing ROI, your average tickets, helps with recruitment and even improves the culture of your home service company.
2:00 pm
Networking Break
2:30 pm
Refrigerant Changes in HVAC
Mark Hagan, Daikin
Learn about the upcoming changes in refrigerant, why this time is different than the past, as well as what you can do about the shortage the industry is facing.
Artificial Intelligence in the Home Services Spotlight
Sebastian Jimenez, Rilla
For the first time in history, the home services industry has a chance to be at the forefront of technological innovation. Thanks to a perfect storm of technological progress, macro-economic factors, and industry trends, companies in the trades have an opportunity to gain outsized returns by leveraging bleeding edge AI technology. Learn the specifics of the tailwinds that could power your business and how Rilla specifically can level up your sales. Stick around for AI-powered insights that Rilla has gained from analyzing over 500,000 sales conversations in the US.
3:00 pm
Exiting Your Business Panel
Victor Rancour, Profit Rocket
Lance Bachmann, LB Capital
Nick Sunderman, CUES
Bill Pulte, Pulte Capital
Never Miss a Goal Again: The Power of Levers
Josh Kelly, Clover
Join us as Josh Kelly reveals the transformative strategy of Levers in your business. In this session, we’ll dive into how to strategically position Levers in order to consistently hit targets and provide the proven methods that will consistently move your business forward. With over a decade of experience in the home service industry, Josh understands the hurdles of hitting goals month to month and year to year. Join us in this session to get the tools needed to deploy Levers in your business and never miss a goal again.
How to Get 4x More Online Reviews using NiceJob
Fayez Rawas, NiceJob
Join us for an exclusive demo hosted by NiceJob! The NiceJob team will show you in detail the best practices behind automating the process of review collection, how to get up to 4 times more great online reviews from your clients, and how to drive client referrals and enhance your online presence on Google and beyond. NiceJob’s affordable subscription is month-to-month and has no set-up fees, giving you the freedom to cancel anytime, plus an exclusive Profit Rocket 2023 offer of 50% off 3 months – Don’t miss out! Join us and discover how NiceJob can propel your business to new heights!
3:45 pm
Keynote: Forward Is a Way of Life
Amanda Triolo, Grasshopper Heating and Cooling
4:15 pm
Happy Hour
6:00 pm
VIP After Party
Sunday, September 29
8:00 am
Registration
8:00 am
Breakfast
9:00 am
The Next Step
Hunter Clowdus
9:30 am
Thriving Installers, Resilient Entrepreneurs
Ken Byrne, Call the Bee
10:00 am
Live Podcast
Eric Thomas, Rival Digital
Lawrence Castillo, Brody Pennell Heating & Air Conditioning
Victor Rancour, Profit Rocket
Dustin Van Orman, Any Hour Group
5 Office Staff Bonus Systems To Reward Your Stars
Joe Crisara, Service MVP
Each office employee can be an engine to propel your company forward. Joe Crisara, America’s Service Coach will show you how to turn this overhead expense into profitable revenue for you and your team. You won’t want to miss this profitable and exciting meeting to help scale and grow your company.
10:30 am
Networking Break
10:45 am
VIP ONLY Keynote: The Victory Mentality
Tim Grover, Performance Coach to Champions, New York Times Bestseller, Global Keynote Speaker
10:45 am
Marketing in Today’s Market
Zack "ROI" Williams, ROI Marketing Firm & Uncaged Coaching
Zack “ROI” Williams will be showcasing how his company uses the power of “Virtual Door Knocking” to increase lead volume and maximize conversion rates for your boots on the ground.
Zack will be showing us how to get between 60-80 prospect touch points before your door knockers even make it to the neighborhood. Utilizing branding and psychological strategies to make your business the local, trusted service provider.
By combining both traditional marketing and digital marketing, you will learn how to build trust within neighborhoods and earn business from homeowners by building an omnipresence within communities and relationships with previous clients.
How to Turn Your Call Center into a Profit Center
Brigham Dickinson, Power Selling Pros
Redefine the role your customer service representatives play in your home service business. Instead of viewing your call center merely as a cost center, Brigham will show you, step-by-step, how to transform it into an incredible source of revenue. This engaging presentation will focus on the tools to empower your customer service representatives (CSRs) to deliver superior customer service over the phone, and even more importantly, how to build the right culture inside your call center to increase employee retention and maintain full emotional engagement in their work.
11:45 am
Women of the Trades Panel
Michelle Van Beek, Profit Rocket
Jennifer Bagley, CI Web Group, Inc.
Sarah Ghirardo, ServiceTitan
Stephanie Webb Postell, Anchor Heating and Air LLC
Amanda Triolo, Grasshopper Heating and Cooling
12:30 pm
Lunch
1:30 pm
Office Staff & Operations Panel
Michelle Van Beek, Profit Rocket
Sarah Ghirardo, ServiceTitan
Amanda Triolo, Grasshopper Heating and Cooling
Planning for 2024 – The Financing Landscape
Ed Torosyan, Service Finance Company, LLC
Plan your 2024 financial plan with fixed, transparent consumer financing dealer fees with the leader in home improvement financing!
Tune Up Process Training
Victor Rancour, Profit Rocket
2:00 pm
Networking Break
2:30 pm
Unstoppable Mindset
Sean Michael Crane, Unstoppable #365MFR Self Mastery Program
Join Sean Michael Crane as he shares the transformative journey of how he turned a 7-year wrongful prison sentence at 23 into an opportunity for elite self-mastery. Sean’s strategies, refined in adversity, empower men worldwide to excel across life’s facets. Bestselling author of “Prison Of Your Own,” he shares insights on breaking free from limitations, showcased in his Unstoppable Mindset Podcast. Learn to harness resilience, elevate leadership, and create an exceptional life. Uncover the secrets of his unparalleled determination to leave a lasting impact. Don’t miss this chance to amplify your potential.
Leaping the Competition
Justin Riley, Upfrog
Triple Your Sales Without Losing Family Time
Gene Slade, Lead Ninja