Cool Track™ starts with an application to attend. After acceptance, your pre-workshop fact gathering worksheet will be sent in three key disciplines: sales, marketing and finance. With this information the leaders can have insight into each attendee’s current best practices. This information is used as the baseline to measure progress throughout the year.

Initially, each participant will attend a two-day workshop. During the workshop you will create an overall business plan with goals and measurable benchmarks. Your plan will then be monitored, adjusted and revised throughout the year. Each month following the workshop you will have live online video sessions with the program leaders. You will submit tracking data so that group averages can be established and individual companies can compare their progress to their plan as well as to the group as a whole.

All program leaders will be available through telephone calls, e-mails, and online throughout the year for questions and follow-up. If participants would like to continue the program they may again sign up for the Cool Track™ Advanced program.

During the program each person will receive:

1. Individual business plan
2. Keep Score: Financial Management for HVAC Contractors
3. System Selling / TRUST® training manual, DVD, CD and Workbook
4. Robotic Marketing: Manual and Worksheets
5. Personality Style Assessment
6. Tracking forms
• Sales
• Marketing
• Financial
7. Monthly Cool Track™ follow-up