Full Day Workshops & Seminars

Grandy & Associates has developed a variety of full-day workshops & seminars over the past 25 years.  Each one is specifically designed for the service and trades industry and are perfect for your next meeting.


  Successionplanning Full Day

Succession Planning Seminar

This full-day program is a practical training workshop. you will receive in depth instruction to prepare your company for the next phase of growth. We will discuss how to plan the succession process, how to prequalify and select your successor, how to evaluate the worth of your business, and how to secure your future compensation.

  • Select the right leader for the future
  • Learn how to delegate and empower your team
  • Get your team on board with the process
  • And much more


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Labor Pricing For A Profit

This program deals with the most basic, and critical of issues: labor pricing. Each contractor brings information with them (a list of what to bring is provided) and will determine what their “real” costs of doing business is - from a cash flow perspective. Once the cost of doing business is determined, each company will:


  • Determine what they must charge per hour for service and installation, to cover that cost while generating their predetermined profit margin.


  • Learn the pros and cons of flat rate pricing and how it can help thier business.



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Creating A Financial Model You Can Use

During this full-day session, each student models their company on the computer using the Window's version “Labor Pricing for a Profit with Cash Flow Projections” software. All departments are modeled at once and all are interactive.

Once the model is completed, the user knows what to charge in each department to generate the profit they desire. PLUS the program generates a month-by-month, department-by-department, cash flow budget.

There are over 20 reports generated, including reports telling the user what to use for an internal hourly rate, if they go to flat rate pricing. Once the company is modeled, they can click the “copy” button and make as many duplicates as they wish so the “what if” process can begin to MAXIMIZE PROFITABILITY!

Since the students take the software home with them, it gives them the ability to change their model as things change in their company.


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Fifteen Things All Successful Companies Have In Common

This is a wonderful introductory program because it touches on a portion of nearly every full-day program, plus a lot more.  The morning session covers fifteen things all successful companies do. Each of the fifteen areas has point values assigned to it for the students to rate their company.

Once the fifteen areas are briefly covered, the afternoon session goes into additional detail, using a sample company, on labor pricing and cash flow.  Attendees walk away with all sorts of great ideas to increase company profits. 

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Service Managers' University

The service department “should be” the most profitable part of a company’s offerings…… but it seldom is!  Knowing what to track and how to track it, while holding technicians accountable for their productivity, can literally make the service departments profit skyrocket.

This full day program covers the three basic foundation stones of service which are demand service, maintenance and ProfitSmart activities (add on sales and creating Qualified Sales Leads).

The 24 Key Performance Indicators for running a profitable service department will be discussed along with the benefits of controlling each KPI.

In order to keep the service techs engaged we will even cover a workable bonus system plus the implementation of “Attaboys” into the company culture. If you are a service manager, or owner acting as the service manager, you will not want to miss the program.


Customer Definition
Customer Driven Choices

Selling up is all about communicating with your customer. In the trades, we have a language all our own and we think the customer talks our same language. WRONG! They don’t – and if your customers don’t understand what you are telling them, there is no value. No value equals no money. Without that value, the only thing left to sell is price. We will also cover the 5 Buying Principles and the affect they have on how your customers are buying from you. During this program, we will take a look at the words we use and how the customer will hear them. We will also take a look at how we communicate and how to recognize the four different communication styles of our customers and how to communicate with them in the way that they need us to.

Each participant will complete a behavioral communication assessment and will learn how to recognize the style of others. We will also look at what each customer wants and needs during the sales process.

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Providing Great Customer Service...In The Trenches

Your customers are the lifeblood of your company. Without them, there is no reason for you to exist! It is imperative that you make them feel like your most important customer - because to them, they are.

At the same time, your techs and installers got into this industry because they like to work with their hands, not deal with people. Consider this:

  • Are they giving your customers more information then they want to know? Or are they leaving them feeling like they are being kept in the dark?
  • How does your receptionist or dispatcher deal with an angry customer when they call in? Do they set the techs up for success? Or do they only serve to make the problem worse?

This program is fast moving, fun and applies to every employee in the contracting company.


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Providing Great Customer Service...In the Supply Trenches

Great Customer Service isn't provided by the company owner-it's provided in The Trenches! 

Life in wholesale distribution today is fast and furious. Your customers are the lifeblood of your company. Without them, there is no reason for you to exist!

You depend on them coming back again an again. It's imperative that you make them feel like they are your most important customer...because to them - they are.

The way your employees handle your customers will mean the difference between their increased loyalty or their shopping around.

"Providing Great Customer Service...In the Supply Trenches", was created to help your people truly understand this important reality and learn how very small changes can have an enormous and profitable impact on your company. 

This program is fast paced and focuses on dealing with customers in the supply house environment.

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For pricing and details about any of these programs.