Run your trades business coaching program for owners who are on the job, not at a desk.
You coach owners of HVAC, plumbing, electrical, roofing or contracting businesses. Run your group program or peer group in upcoach: the calls, a weekly action list every owner ticks off, and the numbers they report, in a program they can open on their phone.
Start from one of two formats.
Pick a program type when you create a program and upcoach builds its structure. You rename it, set the first date and add your own material.
A 12-week business program
e.g. 12-Week Contractor Business Program
Group Coaching: a curriculum for a group that works through it together, with live calls for the coaching.
- 12 weekly sections in three phases, each released on schedule from your first call date
- A weekly or bi-weekly group call linked to the week's module, with a sample agenda that includes a recap of last week's action items
- Task lists at weeks 4, 8 and 12 for the commitments that close each phase
- A community channel and a member directory
An owners' peer group
e.g. HVAC Owners Peer Group
Mastermind: owners bring real problems to the group and leave with commitments, over six months.
- 12 bi-weekly 90-minute Hot Seat sessions, each with an agenda: a check-in, two Hot Seats and a commitments round
- A Lounge channel and a Wins & Shares channel for between sessions
- A Members' Wall and a member directory
- A member profile worksheet that every member can read before the first session
Every owner leaves the call with this week's list.
Add a task list for the week's action items. Every owner ticks off the same list, and before the next call you see who finished what.
- Every owner sees their own progress bar, and ticking the last item marks the activity complete in your reports
- Your progress panel shows every owner as not started, in progress or completed
- A matrix maps every owner against every item, so you know who to ask about what
- Set it to self only and owners see only their own progress
The numbers each owner reports, week by week.
Use a check-in as a weekly scorecard. You set the rhythm: ask owners to post their numbers each week, and bring them up on the call. Ask for revenue, jobs completed or average ticket as number questions, each with its unit. Owners can submit it as often as needed, and from the second answer a trend graph shows how each number moved.
- Up to 10 questions: numbers, rating scales, multiple choice, open text, or a photo or file upload
- Keep each owner's answers between them and you, or let the whole group see them, comment and react
- Each owner's answers in their own history, and who hasn't answered yet
- Export to CSV, or copy the answers for an AI tool
On their phone, on the job site.
Owners can use upcoach in the browser or in the upcoach mobile app. In a channel in the browser, they can record a voice or video message instead of typing.
- Voice and video messages of up to three minutes, from a built-in recorder in every channel
- Email notifications for new activities, events, comments and channel messages
- Emails about new content arrive within about 15 minutes, or in one daily or weekly email, as each owner prefers
How to set up a program for trades owners in upcoach
- 1
Pick the program type
Choose Mastermind for a peer group, or Group Coaching for a 12-week program, when you create the program.
- 2
Name it and set the first date
Give it your group's name and set the first session date and time. The sessions are created from it.
- 3
Add the weekly work
Add a check-in for each owner's numbers and a task list for the week's action items.
- 4
Add your owners and publish
Invite owners directly or share your registration page, then publish. A new program starts as a draft that owners can't see until you publish it.
Questions from trades business coaches
What is a trades business coaching program?
A trades business coaching program is a structured program a business coach runs for owners of trade businesses such as HVAC, plumbing, electrical, roofing or general contracting. It can run as a group program over a set number of weeks, or as a peer group that meets on a regular cadence, with action items to complete between sessions.
Can I run an HVAC or contractor business coaching program in upcoach?
Yes. If you coach HVAC, plumbing, electrical, roofing or contractor owners as a group, start from the Group Coaching program type for a 12-week program with weekly or bi-weekly calls, or from the Mastermind program type for a six-month peer group. Then add a task list for each week's action items and a check-in for the numbers owners report.
How do I run a peer group for HVAC or contractor owners in upcoach?
Create a program with the Mastermind program type. upcoach builds a six-month program with 12 bi-weekly 90-minute Hot Seat sessions, each with an agenda, plus a member directory, a Lounge channel, a Wins & Shares channel and a Members' Wall. You set the name and the first session date, add your owners and publish.
Can owners report their numbers every week?
Yes. Add a check-in with number questions, such as revenue or jobs completed, each with a unit label. Owners can submit it as often as needed, and once an owner has two or more answers, a trend graph shows how each number changed. You can export the answers to CSV.
Can owners keep their numbers private from the rest of the group?
Yes. Set the check-in's visibility to self only and each owner sees only their own answers. You and your team still see everyone's. The same setting on a task list keeps each owner's progress to themselves.
Can owners use upcoach from their phone?
Yes. Owners can use upcoach in the browser or in the upcoach mobile app. In a channel in the browser, they can record a voice or video message of up to three minutes.
Can I run several groups of owners at once?
Yes. Run each group as its own program, or split one program into subgroups, for example a pod per trade or per region, each with its own members.
Set up your owners' program today.
Start with the 12-week program or the peer group, add the weekly numbers, and invite your first owners.