Mktg 101 New Exist Cust 0825

When

Tuesday, August 12th, 2025 
9:00 AM CST - 3:00 PM CST 

 

Where
ONLINE


Tracy Paul

Tracy Paul is a marketing specialist who delivers training and support services tailored to residential HVAC, plumbing, and electrical contractors. Drawing from over thirty years of marketing expertise in the trades, Tracy focuses on developing comprehensive budgeting, marketing strategies, and community/digital/traditional advertising plans. His mission is to collaboratively build contractor success by providing proven direction, execution, and lead flow strategies.
 
 

For questions about this event, contact:


Service Nation, Inc. 
SNTraining@servicenation.com
or call 469-293-8820

Marketing 101 - Balancing New vs. Existing Customers

Striking the right balance between acquiring new customers and retaining loyal ones is critical in today's tech-driven marketplace. Learn how to set KPIs, shift your approach with the seasons, and optimize your marketing spend using modern tools. This class will equip you to build smarter campaigns that drive both short-term wins and long-term growth.

Key Takeaways:

  1. Set KPIs for new vs. existing customer mix.

  2. Adjust strategies for annual and seasonal trade shifts.

  3. Optimize marketing spend for retention and acquisition.

Who should attend this course?
While anyone who is interested may attend this course, the target audience is: 
  • Owner/CEO/President
  • General Manager

Cancellation Policies: 

Service Nation Alliance and Premier Workshops/Tours

Service Nation Alliance members may attend standard Alliance training courses at no charge. Premier classes, however, have a cover fee for all participants, including members and non-members. If you are unable to attend a training course, please notify us at least 7 days prior to the event. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.

Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members

If you have paid to attend a training course, please notify us at least 7 days prior to an event if you are unable to attend for a 100% refund of your registration fee. If notified less than 7 days prior to the event, you will be charged a late cancellation fee equal to the total cost of the class.

No Show

Service Nation Alliance

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

Retail Contractor Coalition, Service Roundtable, Associate, and Non-Members

If you are registered for this event and do not attend, you will be charged a no-show fee equal to the total cost of the class.

To Cancel Attendance

To cancel attendance for any training event, call 469-293-8820 or send an email to sntraining@servicenation.com including the course title, start date, and the registrant's first and last name.

Online Course Registration Policy

Registration fees for online courses are non-refundable.

Class Cancellation Policy

On occasion, due to unforeseen circumstances or circumstances beyond our control, a class may have to be canceled. We will avoid these cancellations if at all possible.

One of the causes of a canceled class may be low enrollment. If a class does not meet the minimum enrollment (which can differ by class and circumstance) by two weeks prior to the start date, Service Nation, Inc. reserves the right to cancel or reschedule the class. You can help prevent this situation by enrolling in classes early.

In the event of a cancellation, you will be notified, and any funds paid will be refunded.

Notice of Photographic and Media Recording

Service Nation, Inc. may take photos and videos during this event. Please let us know if you do not consent.