Sales Process Updated October 2021
Art of Closing the Sale Video Series
Overview of the Selling Process: https://vimeo.com/510473799/2b6c962282
Booking the Sales Appointment: https://vimeo.com/507724124/23d2d3f6c8
Confirmation Call: https://vimeo.com/507724124/23d2d3f6c8
Creating a Great first impression: https://vimeo.com/507724124/23d2d3f6c8
Establishing Goals and an Agenda: https://vimeo.com/523564650/eb04c5a098
IAQ Simplified: https://vimeo.com/523564650/eb04c5a098
System Features: https://vimeo.com/525249150/3c42c48212
Additional work and system features: https://vimeo.com/525249150/3c42c48212
Presenting pricing options: https://vimeo.com/525249150/3c42c48212
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)
Skill Development
Step-8-IAQ-Simplified-5-2020 (1)
Sales Videos and Audio
SALES Excellence Resource Tool
Load Calculation Resource
Cool Calc Load Calculations made easy
Additional Information
Risk Assessment Video 04-19-2021
New Additions as of 4.12.2021
Risk Assessment exercise and I’m getting other bids (See Below)
System Design and Additional Work Video
Creating a Great 1st Impression
- Master Selling Worksheets
- Sales Evaluation
- Sales Goal Worksheet
- Homeowner Survey
- Filter Chart
- Humidity Chart
- Pricing Worksheet
- Manual D Air Changes per hour
- Work Book IAQ – Goals – Mindset – Strategy
- Booking the Call
- Pre Call
- Homeowner Survey
- 9 Common System Issues
- Your Company Story
- Pricing Options
- Closing Process
- IAQ Simplified
Explaining System Features to Homeowners
