Ricochet Association Transformation
Fractional Staffing and Training case study

HARDI's Future-Focused Conference Session

HARDI asked Ricochet to design a conference session that would get HVAC distributors thinking about how customer needs are changing and how their businesses should respond.

HARDI case study photo.

What was holding HARDI back?

Heating, Air-conditioning & Refrigeration Distributors International (HARDI) wanted to shake up its annual conference. Members were busy running their businesses and had little room to step back and think about where customer needs were heading. HARDI wanted a session that would bring a fresh perspective to the agenda and get people talking about the future of HVAC wholesale. It asked Ricochet to develop an in-person session built for that conversation.

What did Ricochet do?

Ricochet researched B2B prospecting and service trends across a range of industries. We then applied those trends directly to the HVAC wholesale world, so attendees could see what the shifts meant for their own companies. To keep the room engaged, we designed interactive exercises that had attendees brainstorm how to adapt in both the short and long term. A tornado warning the night before added an unexpected jolt of energy to the discussions.

What changed for HARDI's members?

Attendees left the session with practical ideas they could take back to their companies. They had worked through how to update their technology and processes, and even how to shift company culture, to keep pace with what their customers now expect. Instead of hearing a lecture about trends in other industries, members spent the session applying those trends to their own businesses alongside peers facing the same changes.

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