The Call Center Playbook
The System Behind Every Booked Job
Live CSR, Dispatcher & Lead Coordinator Training
September 11-12 | Mr. Long’s Personal Car Barn | Colorado Springs, CO
Building a High-Performance Call Center — One Consistent Step at a Time
Join Weldon Long, New York Times bestselling author and one of the most trusted voices in residential HVAC, for an immersive, hands-on training event built for the people who control revenue before a technician or salesperson ever shows up.
In this exclusive two-day live event, Weldon breaks down the system behind every booked job — for CSRs, Dispatchers, and Lead Coordinators — giving your team a repeatable framework to turn every inbound call into a booked appointment and every appointment into the right job for the right person.
Live Call Center Training
The Call Center Playbook
Friday, September 11 – Saturday, September 12, 2026
Day 1: 8:30 AM – 4:00 PM MST | Day 2: 8:30 AM – 1:00 PM MST
Doors open at 8:00 on both days
Mr. Long’s Personal Car Barn | Colorado Springs, CO 80906
Who Should Attend
- CSRs (Customer Service Reps): Handle inbound service calls — learn to turn “just checking prices” into booked appointments.
- Dispatchers: Manage daily service calls and technician scheduling — learn to put the right tech on the right call, every time.
- Lead Coordinators: Manage inbound sales calls and the sales team’s daily flow — learn to run leads the way a dispatcher runs a board.
- Sales & Service Managers: Learn how to coach and hold these roles accountable.
- HVAC Business Owners: Understand how to build a high-performing call center inside your company — often with the same one or two people wearing all three hats.
Inside Look at Mr. Long’s Car Barn
Welcome to Mr. Long’s Personal Car Barn—not your typical event space. This place is packed with serious horsepower, from Ferraris to classic muscle cars, and it’s the perfect setting for big ideas and even bigger business moves. It’s where Weldon hosts his masterclasses, surrounded by the machines he loves and the mindset that built them. If you’re here, you’re in the right place to shift your business into high gear.
What You’ll Learn:
- Why the CSR, Dispatcher, and Lead Coordinator are the true first line of every sale — not an admin function
- How to turn any inbound call, service or sales, into a booked appointment
- How to match the right technician to the right service call, and the right rep to the right lead
- How to spot leaks in your board or pipeline before they cost you a week of revenue
- The mindset shift from “answering the phone” to “controlling the outcome”
- A repeatable daily system your team runs — not a script they forget by Friday
Agenda
All attendees (CSR, Dispatcher, Lead Coordinator) go through the same sessions together.
Day 1 – Friday, November 11
Location: Weldon Long’s Car Barn, Colorado Springs, CO
Start Time: 8:30 AM | End Time: 4:00 PM
Doors Open: 8:00 AM (Breakfast Burritos or Sandwiches & Networking)
Note: Doors remain closed until 8:00.
Morning Session:
- The Mindset Behind Every Booked Job (8:30 AM – 12:00 PM)
Most CSRs, dispatchers, and lead coordinators see their job as answering the phone and filling the schedule. Top performers understand they’re controlling revenue before anyone else on the team gets a shot at it.
- Why the person who answers the phone is the real first line of the sales process
- The mindset shift from call-taker/scheduler to gatekeeper of revenue
- How beliefs about the job shape tone, urgency, and booking rates
- Owning outcomes instead of blaming the caller, the weather, or the schedule
- Creating a culture of accountability at the front desk
- Why opportunity is present on every call — even the ones that seem like “just checking”
Lunch Break:
- Catered Lunch Provided On-Site (12:00 PM – 1:00 PM)
Afternoon Session:
- Mastering the Call (1:00 PM – 4:00 PM)
- How to turn “just checking prices” into a booked in-home visit
- What to say — and never say — to keep a caller from calling a competitor next
- Setting the appointment up so the technician or comfort advisor walks in already ahead
- The difference between handling a service call and handling a sales call — and why both matter
- Live call reviews — real recorded calls, broken down piece by piece so the team sees exactly where calls get lost
Cocktail Reception
- Cocktail Reception (4:00 PM – 5:30 PM) — Drinks, appetizers, networking with Weldon at the Car Barn
Day 2 – Saturday, September 12
Start Time: 8:30 AM | End Time: 1:00 PM (Early wrap for travel convenience)
Doors Open: 8:00 AM (Breakfast Burritos or Sandwiches & Networking)
Note: Doors remain closed until 8:00.
Morning Session:
- Running the Board (8:30 AM – 12:00 PM)
Training creates awareness. Practice creates confidence.
- Call-by-call board management: sequencing technicians and sales reps so nothing sits and nothing slips
- Matching the right tech to the right service call based on skill, urgency, and job type
- Matching the right rep to the right lead the same way a dispatcher manages techs
- How to spot a leak in the board or pipeline before it costs a week of revenue
- Building a repeatable daily system your team owns — not a one-time script
- Live role-play workshop: real call and scheduling scenarios, live coaching and feedback from Weldon and the training team
Afternoon Session:
- Implementation & Q&A (12:00 PM – 1:00 PM)
- Open Q&A with Weldon
- Identify where calls and appointments are currently falling through the cracks
- Build a personal action plan for running the call center differently starting Monday
- Immediate next steps to increase booked revenue without adding a single lead
Boxed Lunch to go: 1:00PM
What Past Event Attendees are Saying About Their Experience
About Weldon long
Meet Weldon Long, New York Times bestselling author and HVAC sales expert with over 20 years of experience scaling profitable HVAC businesses. Having built and sold six companies—some exceeding $15 million in revenue—Weldon has mastered the strategies that drive consistent success in the HVAC industry.
At the HVAC Sales Summit, Weldon will share the proven processes that have helped countless HVAC professionals maximize every opportunity, perfect their sales systems, and scale their businesses to new heights. His focus is simple: turn your existing leads into game-changing results, unlocking the true potential of your company.
Join Weldon at this transformative live event and learn how to elevate your sales, grow your revenue, and secure your financial future.
Are you ready to take the next step in your HVAC sales journey?
Weldon Long is a bonafide expert in growing Residential HVAC companies and getting them prepared to sell at the highest multiples. When he came into our company things were good, but he made them better.
By organizing and refining our sales process, Weldon grew our sales and the margins skyrocketed. Once our profits skyrocketed, it was a tough decision to sell my company. It was like giving up a child. I had built that company from the ground up over 45 years.
But eventually the offers got so good, it was impossible to reject them. Weldon not only secured our retirement, but increased our profits to the point that generations of our family will have what they need to prosper.
I give him my highest recommendation.
Mary Jean Anderson
Several years ago I hired Weldon Long to come into my company, Service Champions, in Southern California. My company was doing amazingly well, but I thought we were still leaving money on the tables of homeowners in our market.
Weldon came in and immediately bonded with our sales team, and that was no easy task as our sales team was one of the best performing sales teams in the country. They didn’t feel like they needed some bald dude coming in to tell them how to do their job. But Weldon won them over with his warmth and professionalism.
Over the next year or so, he streamlined our sales process and had us humming along better than ever. We were more profitable than ever as well.
After 40 years in the business, this “ol’ plumber from the hills of Kentucky” decided it was time to slow down, so I began contemplating selling my company. We had many buyers pursuing us and one of the reasons for that was our sales system and the sales productivity Weldon helped us build. I eventually accepted an offer that created generational wealth for my family and several millionaires on our management team.
Weldon was an integral part of our team and our success. Regardless of the size of your company, if you want to grow or sell, he is the best in the country. I whole heartedly recommend him.
Leland Smith
My Brother Jerry and I started our company, Bell Brothers Heating and Cooling, 25 years ago out of the back of our pizza restaurant.
The company grew steadily over the the years, but we felt there was something missing from our sales system and we knew it was costing us money.
We brought in Weldon Long and he reorganized our sales process and dramatically increased revenue and, more importantly, gross margins.
The result was an incredible company that grew to over $50,000,000 in annual revenue with massive profitability.
While we initially had no plans to sell, eventually we knew it was the right thing to do for our families and our team and our long term financial well being. When we sold, the systems and process in place earned us a 10X multiple. At the time it was one of the highest multiples in the country.
Whether you are preparing to sell your company or you just want to make it more profitable, Weldon will help you do it.
Kenny Bell
Registration
Member Pricing
$2,000
$1,700
Early Registration
Non-Member Pricing
$2,500
$2,200
Early Registration
Limited to 50 Attendees!
This event is designed for HVAC sales professionals, managers, and business owners looking to elevate their skills and achieve consistent sales success. In order to maintain the highest level of engagement, we are capping the attendance at 50.
Tickets are non-refundable; however, any cancellations or no shows will receive a voucher good for any other event during the 12 months following the original event.
Sign Up Now
Cancellation Policy
All event tickets are non-refundable.
All transfer requests must be submitted in writing and are subject to approval.
Non-Member Ticket Holders:
If you are unable to attend, you may transfer your ticket to a future Weldon Long event with at least eight (8) days’ notice prior to the scheduled event date.
Requests made seven (7) days or less before the event are not eligible for transfer or credit.
Weldon Long Program Members:
If you are unable to attend, you may transfer your ticket to a future Weldon Long event with at least eight (8) days’ notice prior to the scheduled event date.
Requests made seven (7) days or less before the event are not eligible for transfer or credit.
FAQs
Hotel Suggestions
Hotel Suggestions (all within 10 minute drive to event)
Treat Yourself
- The Broadmoor (Weldon’s Favorite) – 1 Lake Ave, Colorado Springs, CO 80906
- Garden of the Gods Resort – 3320 Mesa Rd, Colorado Springs, CO 80904 (a little farther but beautiful)
- The Mining Exchange – 8 S Nevada Ave, Colorado Springs, CO 80903
Budget-Friendly Options
- Element Colorado Springs Downtown – 55 Costilla St, Colorado Springs, CO 80903
- DoubleTree by Hilton – 1775 E Cheyenne Mountain Blvd, CO 80906
- Hampton Inn & Suites – 2910 Geyser Drive, CO 80906
Airport & Transportation
Local Airports
- Colorado Springs Airport (COS): ~7 miles (approx. 12-minute drive)
- Denver International Airport (DEN): ~90 miles (approx. 1 hour 30 minute drive)
Transportation: Uber or rental car recommended
Parking
Self-Parking: Free on-site parking – However, limited availability — please rideshare if possible
Dress Code
Dress Code: Business Casual
Questions
Questions? For any questions or assistance, contact Andria (720-795-4027) or andria@weldonlong.com
Places to See / Things to do
- Garden of the Gods
- Pro Rodeo Hall of Fame
- Olympic Museum
- Pikes Peak
- Seven Falls
- The Broadmoor
- North Cheyenne Cañon Park (for hiking)
- Manitou Springs
- Cave of the Winds (good for families)
- The Incline (for the adventurous one)
Recommended Places to Eat
Casual / Family Friendly
- Rudy’s BBQ
- White Pie
- Shuga’s
- Streetcar 520
- COATI
- Mother Muffs
- Rusty Crab Daddy
Steakhouse / Fine Dining
- Prime 25
- Mackenzies
- Roth’s Sea & Steak
- Del Lago at the Broadmoor
- Four by Brother Luck
- The Rabbit Hole
Cancellation Policy
All event tickets are non-refundable.
All transfer requests must be submitted in writing and are subject to approval.
Non-Member Ticket Holders:
If you are unable to attend, you may transfer your ticket to a future Weldon Long event with at least eight (8) days’ notice prior to the scheduled event date.
Requests made seven (7) days or less before the event are not eligible for transfer or credit.
Weldon Long Program Members:
If you are unable to attend, you may transfer your ticket to a future Weldon Long event with at least eight (8) days’ notice prior to the scheduled event date.
Requests made seven (7) days or less before the event are not eligible for transfer or credit.
What World-Class Teachers Are Saying
About Weldon Long
“Quite a story, Weldon! Congratulations on your turn around from prison to contribution.”
Anthony Robbins
Bestselling Author and
Life Transformation Coach
“I am convinced Weldon has a very special mission in life.”
Stephen R. Covey
Author- The 7 Habits of Highly Effective People
“To become the person of your dreams, read, absorb, and take the ownership of Weldon’s ideas”
Mark Victor Hansen
Author – Chicken Soup for the Soul
“Everyone should hear his powerful message.”
Tom Hopkins
Author – How to Master the Art of Selling
