INTRO & AGENDA SETTING
The first 90 seconds make or break the call. Control the frame before you open your toolbox.
Whoever sets the agenda controls the call. Walk in with a purpose, state it out loud, and earn the right to present solutions. Never react — always lead.
✅ Firm handshake. Make eye contact. Don't look at your phone.
✅ Wipe your feet. Notice something positive about their home and mention it.
✅ Let them lead you in — never walk past them.
✅ This one sentence eliminates "surprise" pricing objections later.
✅ Gets a YES from them early — starts the yes-momentum.
Then layer in:
"How long has this been an issue?"
"Has anyone looked at this before?"
"What's most important to you — getting it fixed today, keeping cost down, or making sure it lasts?"
"Are you planning to stay in the home long-term?"
✅ Listen 70%, talk 30%. Take notes visibly — it shows you care.
✅ Use their exact words in your presentation later.
While inspecting: "Do you hear that? That's [explain what it means]."
"I'm seeing some wear here — I'll show you what I mean in a second."
✅ Take photos of everything you find.
✅ Never diagnose out loud until you're ready to present options.
✅ If they follow you around, that's buying energy — keep talking.
Structure your options:
Option 1 — The Minimum Fix (address immediate problem only)
Option 2 — The Smart Fix (fixes root cause + 1-2 add-ons)
Option 3 — The Complete Solution (full system health + warranty + peace of mind)
"Most of my customers in your situation go with Option 2 or 3 — here's why..."
✅ Always present all 3. Let them feel in control of the choice.
✅ Anchor high — they'll land in the middle.
✅ Show the photos you took during inspection.
Then STOP. Do not speak first. 10 seconds of silence is normal.
If hesitant: "What's holding you back? Is it the timing or the investment?"
✅ Never discount first — ask what the concern is.
✅ If price: offer financing or break it into a monthly payment context.
✅ If thinking about it: "What information would help you feel comfortable deciding today?"
For reviews: "One small favor — if you felt like I did a good job today, would you mind leaving us a quick Google review? It takes about a minute and it helps our team more than you know."
✅ Ask on every call — even when nothing sold.
✅ Send review link by text before you leave the driveway.
OBJECTION HANDLERS
An objection is a question in disguise. When a customer objects, they're not saying no — they're saying "help me feel safe saying yes." Click any card to expand the full response framework.
Acknowledge the concern — Reframe it — Close again. Never argue, never panic. Validate, redirect, ask again.
BUILDING TRUST
People don't buy from companies — they buy from people they trust. Here's how to build it fast, every single call.
CLOSING TECHNIQUES
The close isn't manipulation — it's helping a decision-ready customer take the next step. You've earned the right to ask. Here's how to ask right.
After presenting your recommendation, ask ONE clear closing question — then go completely silent. The first person who speaks loses the negotiation. Train yourself to be comfortable with silence.
Act as if the decision has already been made. Move into the "how" instead of the "if." This works best when the customer is nodding, agreeable, and engaged throughout your presentation.
"Great — let me get the paperwork going and I'll have this done within the hour."
Summarize everything they told you they wanted, then tie your solution directly to those wants. Uses their own words as the close.
Give them two options — both of which result in a yes. Eliminates the "maybe" by making both outcomes yours. Keep the options specific and limited.
"Would it be easier to handle everything today while I'm here, or would you want to start with just the main fix and schedule the second part for next week?"
Create genuine, truthful urgency around delay. Never fabricate urgency — use real consequences of waiting. This must be authentic or it backfires.
Classic empathy bridge. Validates their concern, normalizes it, then resolves it with a story. Never skip the "Found" — that's the close.
Counterintuitive but powerful — when someone keeps pushing back, pull back. Makes them chase. Use sparingly and only when other approaches haven't worked.
Reframe a large number as a small monthly investment. Most people make decisions based on monthly cash flow, not total cost. Lead with the monthly number.
When you're genuinely stuck, ask the customer to tell you what they need to move forward. Hands them control, gets the real objection out, and often closes itself.
Then listen completely. Do not speak until they're done. Whatever they say is your roadmap to the close.
TRADE-SPECIFIC SCRIPTS
Every trade has its own language, fears, and hot buttons. Know yours cold.
"I can repair what you called about, but I want to be honest with you: you'd be putting money into a unit that's on borrowed time. For [X] more, we can put in a brand new unit with a [6-year] warranty and you won't have to think about this again for a decade. What makes more sense to you long-term?"
"For [X], I can run the camera, show you exactly what's happening down there, and give you a real diagnosis — not just a temporary fix. Then you can decide what makes sense. Want to do this right?"
"A new system is [Y]. It comes with a [10-year] warranty, it'll cut your energy bill by [20-30%], and you won't be calling us again for a decade. When you run the math, it actually makes more sense. Want to see the numbers side by side?"
"While I'm here and the system is already open, I can take care of this right now for [X]. If you wait and it fails on a weekend or holiday, you're looking at emergency rates on top of the repair. Can I get that taken care of for you today?"
"A new 200-amp panel future-proofs your home for EVs, solar, any new appliances you want to add. And more importantly, it protects your family tonight. This is one of those things where waiting just isn't worth the risk."
POWER PHRASES
The right words at the right moment. Click any card to copy it to your clipboard.
AI ROLEPLAY TRAINER
Practice against a live AI customer. Get a full scorecard after every session. Your sessions save to your profile so your manager can coach from real data.
DAILY DRILL
5 objections. 3 minutes. Do this every morning before your first call. Fast reps build muscle memory.