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2019 Fall NATFH Meeting - Houston, TX

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The Westin Houston, Memorial City

945 Gessner Road

Houston, TX 77024

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IT IS TIME FOR THE 2019 FALL NATFH MEETING!

HOTEL: The Westin, West Houston Memorial City, 945 Gessner, Houston, TX 77024, 713-501-4300


PRELIMINARY AGENDA

Sunday, October 13

  • 6:00-9:00 PM: Optional Activity, Top Golf
  • Shuttle to Top Golf at 5:30 PM
  • Catered Dinner at Top Golf
  • 9:00 PM: Shuttle back to Westin

Monday, October 14 – Sales Roundtable (SRT), details below

  • 7:00 AM: Breakfast/Coffee at Magnolia Ballroom Lobby
  • 8:00 AM: Topic 1, Controls Growth
  • 9:30 AM: Break
  • 10:00 AM: Topic 2, Ductless/VRF Growth
  • 11:30 PM: Working Lunch
  • 12:00 PM: Guest Speaker, Consulting Engineer Program
  • 12:45 PM: Guest Speaker, Strategic Account Manager Program (SAM)
  • 1:30 PM: Topic 3, Strategic Account Team Selling
  • 3:00 PM: Break
  • 3:30 PM: Topic 4, General
  • 5:00 PM: SRT Ends
  • 5:00-5:45 PM: Free Time and/or Texas Time-out
  • Texas Time Out: Meet for Drinks in O24 Lounge (near where bus will pick us up)
  • 5:45 PM: Shuttle to SRT/ERT Dinner
  • 9:00 PM: Shuttle back to Westin Hotel

Tuesday, October 15 – Executive Roundtable (ERT)

  • 7:00 AM: Breakfast/Coffee at Magnolia Ballroom Lobby
  • 8:00 AM: Topic 1, TBA
  • 9:30 AM: Break
  • 10:00 AM: Topic 2, TBA
  • 11:30 PM: Working Lunch
  • 1:30 PM: Topic 3, TBA
  • 3:00 PM: Break
  • 3:30 PM: Topic 4, TBA
  • 5:00 PM: ERT Ends
  • 5:00-5:45 PM: Free Time and/or Texas Time-out
  • Texas Time Out: Meet for Drinks in O24 Lounge (near where bus will pick us up)
  • 5:45 PM: Shuttle to SRT/ERT Dinner
  • 9:00 PM: Shuttle back to Westin Hotel

Wednesday, October 16 – Board Meeting

  • 7:00 AM: Breakfast/Meeting Cottonwood Meeting Room (private room)
  • 12:00 PM: Lunch, Boxed lunches To Go


SALES ROUNDTABLE AGENDA

Topic 1, Controls Growth

We are all interested in growing our controls business. How can we earn more controls projects in new construction and upgrade or convert control systems within existing buildings? Our goal in this session is to discuss and learn how we may grow controls market share with resources that deliver speed, productivity, teaming and scalability to win clients for life.

General Discussion:

What are the different office sales roles and go-to market strategies? How do you pursue the market in P&S vs Owner direct? How and where are offices winning?

Additional Focus:

  • Internal office conflict management, dedicated controls salespeople and account managers
  • BAS compensation plans – model comparisons along with Trane’s model
  • Bidding controls only opportunities vs packaging – where are we seeing success?
  • Best practices to earn more basis of design – how are we gaining an advantage with wireless?

Topic 2, Ductless/VRF Growth & Opportunities

The goal of this session is to collaborate on how we can most effectively grow our Ductless/VRF business in 2020 and beyond. The session will have open dialogue and idea sharing among the participants to learn what is working, challenges we face and new ideas to explore or actions to take to grow our ductless business and capture the opportunity we all have.

General Discussion:

Markets and competitive landscape - what are we seeing in our local markets, client reaction to Trane taking over the Mitsubishi line, and legacy reps counter reaction? How are we structuring our local VRF sales support and integrating the roles of DSS, DTS along with Local METUS support to best serve our customers and successfully grow the business?

Additional Focus:

  • Controls & Other Advantages – how we can and will differentiate Trane/Mitsubishi from the competition
  • Service and aftermarket strategy – how can we capture service, parts and other revenue from duct-less
  • Price and Sales Incentives - price levels, how we can best to energize the SE’s given the low commission rates and time consumed vs. rewards.

Topic 3, Strategic Account Team Selling

The purpose of this session is to discuss and learn how to fuel business growth by building strategic relationships with single large district accounts. We will identify opportunities that will ensure a long-term client relationship and will provide a foundation upon which a continuous sales stream from all business channels can be built.

Topic 4, General Discussion

How do we as an organization use our greatest strength (ability to single source complete solutions) to provide a consistent client experience and earn the clients total share of business? How do we structure our approach? Who is the client’s main point of contact? What are the barriers to teaming? What resources are applied to capture and influence all strategic opportunities?

Additional Focus:

  • Team compensation structures
  • SPX tools and local implementation
  • Opportunity tracking systems - CRM
  • Specific vertical market focus
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Date and Time

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The Westin Houston, Memorial City

945 Gessner Road

Houston, TX 77024

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