Brad Willette Email & Phone Number

Michigan, United States

Dewitt, Michigan, United States

Assumed General Manager and Service Manager responsibilities along with existing Sales, Installation, and Marketing Manager role.Managed day-to-day activities of mechanical contracting company and service department with 3-4 service technicians. Was responsible for the intake of customer calls, qualified customer for type of service, scheduled service call, and assigned all service calls to an appropriately qualified technician. Maintained and monitored service van parts par stock by season. Measured and adjusted technicians' KPIs. Reviewed service invoices and adjusted as needed before posting. Built custom service plans for commercial customers. Authorized all estimates on unique jobs. Set and adjusted standardized pricebook, service labor, and trip charge rates.Responsible for all customer service inquiries. Managed all permit, financing, rebate, warranty, vendor, and employee applications/contracts/obligations. Created and develop new vendor relations. Project plan review, bidding from prints, and procurement responsibilities on all small commercial projects. Updated job descriptions, employee handbook, and other company documents as necessary.Designated company lead for sourcing, negotiating, implementation, and administering new CRM/Dispatching software (ServiceTitan) across the company and adapted existing company policies/practices to best utilize the software.

Lansing, Michigan, United States

Assumed additional installation department management duties along with existing sales and marketing manager role. Responsible for all daily activities of 4 HVAC and insulation installation crews/trucks, with 8 total employees. Developed protocols for time management and efficiency. Designed system to measure and manage revenue-per-hour goals for all crews and individual employees. Developed new equipment and materials inventory system management, ordering, and check-ins system. Developed and implemented installation truck maintenance tracking and scheduled maintenance. Designed and installed daily truck material par levels, daily duties checklist, and customer satisfaction review process.Responsible for employee training on new equipment installation, new services offered, and best practices. Managed all installation employee payroll, vacation, and bonus programs. Interviewed, hired, and conducted employee performance reviews for department. Coordinated and scheduled jobs, and assigned appropriate crews. Responsible for all installation code compliance and corrections.

Lansing, Michigan Area

Designed new sales department and managed day-to-day sales operations for residential/light commercial HVAC and home performance/insulation contractor.Assessed existing sales and energy auditing processes and designed entire sales division for growing company. Defined yearly sales goals, designed sales plan, evaluated and re-invented existing sales practices. Developed new customer intake process. Evaluated and re-structured existing salesperson job description, commission/bonus schedule, and employee contracts.Managed 3-4 person sales team, KPI's, and daily schedules. Oversaw sales process and designed/implemented sales job checklist. Verified proper financing products offered and processed all financing documents. Implemented process for utility rebate applications across multiple utility rebate programs. Interviewed and trained new sales staff. Designed and implemented weekly training programs, including sales, code compliance, heat load calculations, equipment sizing, new system design, financing, AHRI verification, BEACON/energy auditing software, safety/OSHA compliance, and new equipment/accessories. Verified commissions and submitted department payroll.Designed company marketing plan within defined yearly budget. Developed and oversaw digital/mass media marketing campaigns, seasonal customer charity giveaway promotions, non-profit partnerships, and community outreach seminars. Created website content and designed layout. Booth, promotional, and advertising material designed for tradeshows and festivals. Created new marketing materials for sales and service departments.Designed an intake system to qualify all sales customers, identify customer needs, and schedule with salesperson most appropriate for the situation. Developed and delivered customer satisfaction surveys for all departments. Handled all sales department customer inquiries and customer service issues.

Mid-Michigan

Residential Rebate Program(s) Support• Built and developed pilot energy efficiency programs from conception to completion• Wrote multiple business case proposals, customer marketing pieces, and program manuals• Representative of utility company at community tradeshows, outreach events, and energy fairs• Produced in-depth research on feasibility of rebate programs including: home energy management, solar thermal, demand response/load shed programs, manufactured housing, off-grid electric applications, and net zero/passive house building practices • Assisted management with field verifications and quality control audits • Led new trade allies through rebate application process• Conducted over 2000 in-home energy consultations in the HEA program• Responsible for handling escalated customer complaint situationsSmart Energy Challenge/Smart Home Analysis Pilot• Web-based, behavioral modification pilot program developed over 2 years• Conducted approx. 200 walkthrough assessments• Developed web content, games, and room-by-room energy “missions” • Responsible for savings estimates, DIY energy kit validations and tracking, direct install vendor selection, and energy analysis software testing Smart Thermostat Pilot• Assisted in program design and created business case paper• Established customer selection criteria and developed a highly effective eligibility survey• Other responsibilities included: development of marketing materials, customer marketing pieces, contractor support, device tracking, in home QA/QC verifications, data analysis, and Demand Response event communicationsHome Energy Investigation Pilot• Produced an alternative walk-through assessment for high-bill/complaint customers• Built program protocols, reporting documents/procedures, and best practices manual• Established high consumption reference sheets• Presented program to client and internal administrators• Trained HEI team and expanded best practices through managed feedback

Grand Ledge, Michigan

Responsibilities included developing, implementing, and improving various residential energy efficiency programs in multiple states. Responsible for all aspects of canvassing and kiosk teams and team leaders: wage agreements, company standards, new hire and daily training, messaging, municipality permitting, payroll, material inventory, installation protocol, and strategic territory planning. All campaign goals set by utility companies were exceeded during tenure. Completed over 200 energy efficiency surveys for Consumers Energy “Home Performance with Energy Star Program” as a technician. Help build a low-income energy efficiency program to complete contract with DTE as a program manager dubbed the “Friends Helping Neighbors” program. Planned, organized, and wrote a 26 page action plan outlining a 6-store Kroger Kiosk pilot program that registered over 1,000 homeowners for proprietary energy kit installations over a 3-week test period

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Certificate, Building Analyst Professional

Associate'S Degree, Business Administration And Management, General