Unified Group Sales Forum meets in New Orleans

BROADVIEW, Illinois (April 2022) — Members of The Unified Group say they have found New Orleans to provide a lively and productive space for energetic people to collaborate and learn. And they did, at the Unified Group’s sales-focused professional development meeting for members of the HVAC community in April of this year.

“If I hadn’t attended this meeting, I would have missed meeting peers and learning from them. I would also have missed the rejuvenation that comes with such a reunion,” said Dave Larsen of Mechanical Service & Systems.

More than 30 members of The Unified Group traveled to New Orleans for Sales Forum 2022. The session kicked off with guest speaker Les Lent, who spoke about the importance of planning, whether it’s pre-call preparation, creating strategies, or understanding the purpose of your call. Lent provided a “pre-call readiness power planner » that members will bring back to their businesses. Another hot topic covered was asking questions and listening with intention, which is sometimes overlooked in the general sales process. Often sellers get caught up in the idea of ​​selling and forget the basic rules.

Historically, breakout sessions – where participants break into small groups for more intimate conversations – is one of the most beneficial parts of the forum. The unified group implemented two breakout opportunities in this meeting. In these groups, members talked about creating value for their customers and the obstacles they encountered along with their own biggest challenges. Members were able to talk to each other freely and received feedback, new ideas and solutions on both topics.

“The blowouts prove that it’s not just us or our site that have challenges, as our peers face the same challenges across the country,” said Robert W. Price of A&G Services. “Overall, The Unified Group is much more than I expected.”

Another subject, Sales and Marketing, connected the ideas of sales and marketing as separate entities and how they can work together for its own benefit. Members also learned new methods and techniques for setting and achieving goals in their sales department during a quota process and goal setting session. To finish, Hope is not a strategy: when do you stop trying to close a deal?allowed presenters and audience members to share their closing challenges.

“The group discussions were a highlight of this meeting, and I got a lot out of it,” said Jessica Weiss of Cox-Powell Corporation. “We were able to share our issues, our strengths and what worked for us.”

Annual events targeting different levels of HVACR leadership within member companies are valuable to all participants. The Unified Group will hold its next event, the Human Resources Forum 2022, in June. To attend the event or for more information about joining the organization, contact Janet Kelleher at [email protected]

Created in 1998, The united group is an organization of the industry’s leading independent commercial HVAC contractors. The association helps strengthen its member companies through a variety of training and resources and is dedicated to raising the standards of excellence in the HVACR industry. For more information, visit www.theunifiedgroup.com.

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