Sales Process Updated October 2021

Art of Closing the Sale Video Series

Overview of the Selling Process:

Booking the Sales Appointment:

Confirmation Call:

Creating a Great first impression:

Establishing Goals and an Agenda:

IAQ Simplified:

System Features:

Additional work and system features:

Presenting pricing options:

Flash Cards (Skill Development)

Climate Care Customer Service Representative March 2020

Step-1-Booking-Sales-Lead-Climate Care

Step-2-The-Pre-Call-Mailer-Climate Care

Step-3-Owner Survey Climatecare

10b Discovery and Rapport 2 copy

Step-4.-Your-Company-Story (2)

Step-5.-Ststem-Design-Presentation (4)

Step-6-Pricing-Options Climate Care (6)

Step-7.-Virtual-Closing-Process (6)

11a Closing Process

Skill Development

Service High Demand Protocol

Risk assessment copy

Step-8-IAQ-Simplified-5-2020 (1)


10aField Evaluation copy

11. Pricing Worksheet

Sales Videos and Audio

SALES Excellence Resource Tool

Load Calculation Resource

Cool Calc Load Calculations made easy

Additional Information

Technician Excellence

Sales Excellence Resource

Customer Service Excellence

The Art of Closing the Sale

Humidity Charts

Sales Planning

Sales field Evaluation

System option worksheet

Sales Process

Business Performance

Risk Assessment Video 04-19-2021

Risk Assessment 2

New Additions as of 4.12.2021

Risk Assessment exercise and I’m getting other bids (See Below)

IAQ Simplified Video

Risk Assessment

Im getting other Bids

System Features Video

System Design and Additional Work Video

Creating a Great 1st Impression

  1. Booking the Call
  2. Pre Call 
  3. Homeowner Survey
  4. 9 Common System Issues
  5. Your Company Story
  6. Pricing Options
  7. Closing Process
  8. IAQ Simplified

Retail Sales Quick Price Tips

Explaining System Features to Homeowners