CROSS-TRAINING FOR TECHNICIANS & OFFICE STAFF

COURSE OBJECTIVES

• Increase booking rate using intake scripts and pre-framing;
• Present good-better-best options and handle common objections professionally;
• Capture accurate job data, invoices, and taxes (GST/PST where applicable) with consistent naming across QuickBooks + Jobber/ServiceTitan;
• Run a clean AR/AP workflow with monthly reconciliations;
• Request and track reviews/referrals and submit usable photo/testimonial content;
• Build and use 3–5 company SOPs that shorten cycle time from job done → invoice sent.

How it Will Be Taught

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  Live Workshops (Weekly)

  90-minute Zoom sessions with role-plays and screen-shares to practice scripts and option presentation (recordings available for 14 days).

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  Labs & Office Hours

  Guided, 30-minute weekly drop-ins to apply the tools to your real jobs—troubleshoot, get feedback, and leave with next steps.

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  Templates & Checklists

  Ready-to-use Google Docs/Sheets and PDFs—CSR intake script, option sheet, invoice packet, AR/AP cadence, photo protocol—fully editable.

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  Optional 1:1 Coaching

  Two 45-minute company sessions to tailor workflows (e.g., QuickBooks × Jobber/ServiceTitan), refine naming conventions, and finalize scripts/SOPs.

How Students Will Be Assessed

• 6 short knowledge checks (quizzes)
• 3 observed role-plays (sales & phone)
• 4 practical submissions (invoice packet, reconciliation checklist, review/referral workflow, content submission)
• Capstone: Revenue Systems Playbook (SOP bundle).

Additional Program Details

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  One-on-One Coaching

  Included: 2 × 45-min company coaching calls (scheduling & AR/AP setup; sales/CSR scripting review).

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  Primary Delivery Method

  Live online (Zoom) + asynchronous templates/recordings.

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  Total Training Hours

  24 core live hours (8 × 1.5h workshops + 8 × 0.5h office hours) + up to 6 hours optional coaching/implementation labs.

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  Skill Level

  Foundational to Intermediate.

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  Main Focus of Training Skills

  Sales communication for trades; intake & booking; job data capture; invoicing/tax workflows; AR/AP; scheduling; review/referral systems; basic content & brand ambassadorship.

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  Certification

  Certificate of Completion — Change Grow Achieve. Issued when pass criteria are met.

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  Cost

  $12,000 + GST (5%) per company for one 8-week cohort. Includes up to 12 seats per company (mix of techs + office/CSR). Additional seats available by request.

Payment Amount and Dates

• $6,300 (50% incl. GST) due 21 days pre-start
• $3,150 due Week 4
• $3,150 due Week 8

Here's some examples of what you'll could be implementing when we work together. 

• 

  Increase your customer response rates and write better emails

  Be more excited when doing your outreach. Whether you are trying to book more calls or increase response rates on your emails, you have to follow some powerful principles to catch a prospect’s attention and get them to take action. We help you define a clear, repeatable contact strategy so you can get to work. We have templates and also examples of BAD emails to help you avoid those landmines.

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  Get more customers to say yes by using a conversation roadmap

  Feel more confident going into any sales situation by having a plan. Based on years of application, psychology principles, and real-world results, you will be able to know how to better open a conversation, control the flow, present the right offer at the right time, and get them to take action. We will help you define the power questions and insights for your ideal clients that will have them excited to move forward. We can also look at your existing scripts and listen to your call recordings to help quickly find tweaks.

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  Build a sales process that offers value at every stage

  Breathe easier as you will have a series of steps to follow that move your customers through your sales process. Focus on the activities that actually drive results and discover where you need to improve. We will help you move customers to next steps and simplify the amount of chasing you or your teams need to do. Be the ones your customers want to talk to.

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  Prepare to win using sales pre-call planning

  Be 100% sure & set yourself up from the start. Most of your success will come from how well you prepare for your customer. What value is most important to them? How can you make them think differently about themselves? This is one area most people get wrong or miss altogether. We will work with you to clearly and simply define your ideal clients so that you connect with them instantly.

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  Get good at selling value, not the product when presenting your offer

  When your customers eyes light up, it’s not because of cool features you just listed. It’s because you connected your product to their needs, & often to their emotions. Learn the secrets of how to position your offer so they “get it” right away, pricing psychology, and even use our offer templates. We will help you make sure you that your offer speaks the right language at the right time.

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  Refine your own personal brand and sell YOU

  Feel powerful knowing that your reputation enters the room before you do. We love to work with you and your team on mindset and influence. The key to selling comes down whether the customer know, likes, and trusts you. You will explore what makes you unique, how to convey it authentically, and attract clients to you. With sales teams, this is a big win as your customers want to connect with real people. We’ll pull out the power of individuals within the brand.

• 

  Refine your own personal brand and sell YOU

  Feel powerful knowing that your reputation enters the room before you do. The key to selling comes down whether the customer know, likes, and trusts you. You will explore what makes you unique, how to convey it authentically, and attract clients to you. With sales teams, this is a big win as your customers want to connect with real people. We wil pull out the power of individuals within the brand.

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  And more...

  There is no one-size-fits-all approach when it comes to sales coaching. So there are a number of other topics we may dive into, depending on your needs. This is why, it’s important to book a strategy session, look at what you’re currently doing, where you’d like to go, and map out a plan to get you there. Hopefully, it’s with us. At the very least, you will get clarity. Everybody wins.

Frequently Asked Questions

• Q.Why are you qualified to do this?

  A.Joe has been selling for almost twenty years and has coached hundreds of people to be the best versions of themselves, rather than weirdos. He does it every day with clients all over the world and has a track record to prove it. He’s a sought after keynote speaker as well. The team behind him has been hand-picked because of their ability to also go out and kickass while still being authentic and amazing.

  You can learn more about Joe through ChangeGrowAchieve.com, JoeGirard.ca, or Sales Hero Academy.

• Q.Do you guarantee results?

  A.We are responsible TO you, not FOR you. We can’t make promises you will make money. No one can. What we can tell you is that, if you apply these skills, commit to taking action, and are coachable, you will set yourself up to win. If you give us 100%, we will match that effort and help you rock it.

  We are 100% committed to helping you achieve your goals.

  (You can see a list of clients on our page here as well)

• Q.What if I've never sold before?

  A.We are ultimately looking for participants who are actively in their business so we can tackle their real-world challenges and processes. The perfect client is either a solopreneur trying to scale their efforts (perhaps adding a sales rep or team) or a company who has grow their business and now wants to solidify their sales systems and processes. We are not looking for newbies. However, book the strategy call and we can discuss.

• Q.Do you work only with specific types of businesses?

  A.One thing I’ve learned over the years is that, no matter what the business is, it all comes down to people. We have helped B2C, B2B, and B2G create repeatable best practices. We’ve done everything from retail to high ticket, long cycle sales. The goal is to help your specific business find an edge.

• Q.What if I have a large team that wants to attend the sessions?

  A.We love teams! We can discuss this during the application and strategy process. Depending on the size and structure of the team, we can make it work – we just want to make sure that all group members are able to participate. The more, the merrier.

• Q.Do you do workshops or travel to speak?

  A.Of course I do! I travel globally speaking at events and conferences, as well as LOVE to visit my clients where they live. Depending on what you need, the size of the team, and your budget (of course), anything is possible. My favorite experience was travelling to Warsaw and Berlin to speak at Merck’s international sales conference. (I even got to wear Lederhosen!)