Territory Manager: Foundations Certification Program

February 10-11 2026

Want us to come to you? Ask about our private workshops, for your team, at your location!

In today’s competitive HVAC distribution marketplace, Territory Managers must operate as more than sales representatives — they are trusted business advisors who guide dealers toward sustainable growth and profitability. This two-day course equips Territory Managers with tools, mindset, and confidence to lead dealer relationships with insight, strategy, and measurable value.

What's inside

  • Basic steps of consultative selling

  • How to create value through relationships

  • Techniques to overcome price objections

  • Understanding the business of contracting

Who this is for

  • HVACR Distributor Territory Managers

  • Sales Managers

  • Future Territory Managers

Why it matters

This course is designed to help Territory Managers become value-added partners—not just order takers—by building confidence as trusted resources who help dealers improve profitability.

What you'll walk away with:

TM Foundations-01
HOW TO ASK THE RIGHT QUESTIONS

Ability to ask open-ended high gain questions that will create opportunities to provide solutions

TM Foundations-02
UNDERSTAND YOUR DEALERS

Gain a deeper understanding of what motivates dealers

TM Foundations-03
FINANCIAL DISCUSSIONS

Overcome fear of having financial discussions with dealers

TM Foundations-04
FINANCIAL REPORT LITERACY

Have a basic understanding financial reports for dealers

Pricing


The Territory Manager: Foundations program is $1600 per participant and includes:

  • Pre-work assessments (Predictive Index and eLearning)

  • 2-day in-person workshop

  • Post-workshop group coaching calls

Workshop Dates


February 10-11 2026 | Columbus, OH


PROGRAM INSTRUCTOR:

Jeff Revlett

have a passion for working with distributor Territory Managers (TMs). My training philosophy is that the TM is the key factor in helping a dealer grow and become profitable. It is the role of a TM to help their dealers succeed, which in turn helps thenTM succeed as well. All my courses are designed from a TM’s perspective to create value and differentiation. My classes emphasize open dialogue, real-life distribution issues, and dealer-focused solutions.

HARDI