The Service Roundtable provides information and material to the contractor community as a public service. This information may include notes and handouts from speeches given by Service Roundtable employees and members, material prepared pro bono by the Service Roundtable for industry groups, and material generated by others who wish to make it widely available to the contractor community. Left click on the links below to view the usage notes and to download the file.

Please email us at freebies@serviceroundtable.com if you have information you would like to post on this site.




173 Simple Ways to Get and Keep Customers (15) - 6 Measurements To Keep You Focused On Customer Retention



173 Simple Ways to Get and Keep Customers (17) - 12 Service Agreement Tips



173 Simple Ways to Get and Keep Customers (18) - Close



173 Simple Ways to Get and Keep Customers (01) - Introduction



173 Simple Ways to Get and Keep Customers (02) - 20 Low Cost Ways To Get Customers



173 Simple Ways to Get and Keep Customers (03) - 21 Free Marketing Ideas



173 Simple Ways to Get and Keep Customers (05) - 8 Ways to Boost Average Tickets



173 Simple Ways to Get and Keep Customers (06) - 9 Ways to Generate More Referrals



173 Simple Ways to Get and Keep Customers (10) - 7 Ways to be Easy to Do Business With



173 Simple Ways to Get and Keep Customers (12) - 12 Ways to Build Memorability



173 Simple Ways to Get and Keep Customers (16) - 3 Tips For Handling Complaints



173 Simple Ways to Get and Keep Customers (09) - 13 Retention Steps to Take At Once



173 Simple Ways to Get and Keep Customers (13) - 8 Ways to Build Loyalty



173 Simple Ways to Get and Keep Customers (11) - 4 Unusual Ways to Keep Customers



173 Simple Ways to Get and Keep Customers (14) - 11 Newsletter Tips



173 Simple Ways to Get and Keep Customers (04) - 25 Off The Wall Ways To Get Customers



173 Simple Ways to Get and Keep Customers (07) - 9 Simple Promotions



173 Simple Ways to Get and Keep Customers (08) - 5 Ways to Exploit Environmental Hysteria



Profit Tips by Lee Rosenberg: Presentation at Johnson Supply Convention



Charlie Greer’s Slacker’s Guide to HVAC Sales - High Pressure Doesn’t Work



Order Form for Service Roundtable netMarketing -- Members SAVE $200!!



Take Safety To New Heights Seminar Presented at HVAC Comfortech 2007 By Matt Prazenka and Valerie Stakes



Recruiting For Riches Presented at HVAC Comfortech 2007 by Drew Cameron



Retirement: How to Make Succession Work Presented at HVAC Comfortech 2007 by Ron Collier



10 Tips For Developing a Succession Plan Presented at HVAC Comfortech by Ron Collier



Frank Blau's Business of Contracting Seminar Presented by Michael Bohinc @ HVAC Comfortech 2007



Podcast on Variations to Traditional Advertising



Podcast on How to Keep Your Customers Out of the Yellow Pages



Podcast on How to Build a Press Kit



Audio Forward to Ron Smith's Book... HVAC Spells Wealth



Training To Turbocharge Your Technicians



Comfortech RoadShow Registration Form



What Are You Worth?



The Value of NATE Certification



The Valve of NATE Certification



NATE Golden Toolbox Award



Drew Cameron's Super Colossal Sales Performance Enhancement Presentation



Charlie Greer Closes The Sale



Service Crusaders



Brandon Jacob's Building Value To Power Your Exit Strategy Presentation From HVAC Comfortech



David Heimer & Steve Saunders: Implementing Business Software -- Comfortech 2006



The Impoverished Craftsman Audio File



Summer Polo Promo



The Most Valuable Six Square Inches In The House



Matt Michel's JPMorgan HVAC Conference Presentation



Thinking (and Selling) Outside The Box Seminar Series



Quality Home Comfort Awards Guidelines



Mail Delivery Problems



Don't Quit Computer Wallpaper



Plumber’s Recommended Tool List



Antique Watrous Toilet Catalog Cut



Vital Learning Experiences Lifestyle Selling Presentation



Matt Prazenka's Planning For Succession And Creating An Exit Strategy Presentation



Jethro & the Assistant A.G. - Adobe PDF Version



Jethro and the Assistant A.G. - Microsoft Reader Version for Pocket PCs



EPA Energy Star Savings Tool Calculator



NATE PSA - Keep Air Conditioning Bills Low



NATE Flyer



NATE Technician Press Release



Get Your Company Listed On The NATE Website



15 Reasons To Join The Service Roundtable



EPA Energy Star Home Sealing Brochure



Business Closure Rates For Plumbing & HVAC Contracting Companies



How Much To Charge for Equipment?



Simple Inventory Re-Stock Sheet - PDF Version



EPA Energy Star Duct Sealing Brochure



A Contractor's Christmas - Website Traffic Builder



Thanksgiving Pot-O-Plenty



Elite Software Order Form



Mack Heaton's Comfortech Pricing For Profits Presentation



Operating Expense Budget Worksheet



The Great Service Roundtable T-Shirt Mortar



Value Point Calculator



How To Screw Up Your Truck



HVAC Benchmarks



Pre Flight Checklist - Freebie



Get Comanche Marketing On Your PDA



McCart Servant Leader Award



Tom McCart Receives the Service Roundtable’s Servant Leader Award



Service Budget Spreadsheet -- HTML version



Fax Enrollment Form



Lee Rosenberg's 100 Simple Business Practices



15 Mobile Marketing Tips



Truckvolution



Plumbing - Recruiting Brochure



Movin MP3 File For Company Desktop Video



HVAC Comfortech 2003 Audio Recordings



What Is The Service Roundtable



Why Join The Service Roundtable?



Drew Cameron's "Show Me the Money!" HVAC Comfortech 2003 Notes



Drew Cameron's "Quit Quoting & Start Selling" Presentation Notes From HVAC Comfortech 2002



Steve Saunders Comfortech 2003 Notes on Building an Effective Team



Matt Michel Comfortech 2003 Notes on Building a More Profitable Service Business



Roots In Sewer Pipe



NATE Certified Technician Competition Finalists Letter - Color Version



NATE Certified Technician Competition Finalists Letter



Air Conditioning Contractor's Creed - PDF Version



Value Points vs. Total Sales Spreadsheet.



Sample Desktop Video



The Buford Chronicles - Volume II



The Buford Chronicles Volume I



Save 20% With Energy Star Consumer Audio File -- Courtesy of NATE



A/C Energy Tips Audio File -- Courtesy of NATE



Consumer Information For Technicians Audio File -- Courtesy of NATE



Around The House Audio Consumer Maintenance Tips -- Courtesy of ARI



2003 Business Outlook Survey



50 Comanche Marketing Tips



Still Not Flat Rate?



Comanche Marketing Handout



Service Roundtable Flier In Color For Emailing



Service Roundtable Flier In B&W For Printing



The Way - A Business Short Story



Ron Smith's Guide To Running An Effective Meeting



e-PHC Profit Report Lawyer Jokes



HVAC Industry Recruiting Brochure



Energy Markets In Transition Notes
   

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