Customer Service & Sales

Book more calls. Earn bigger tickets. Keep the customer.

Every dollar starts with a phone call and ends in a customer’s home. We coach your CSRs, technicians, and comfort advisors on a consistent, honest process — one customers trust and your team can repeat on every call.

Sounds familiar?

• Calls go unbooked because the CSR couldn’t answer a price question.
• Techs fix the problem but never present options.
• Memberships are offered sometimes, by some techs.
• Replacement leads go cold after the estimate.
• Reviews depend on who showed up.

What we coach

• Call booking: call flow, scripts, and call review for CSRs and dispatchers.
• In-home process: arrival, diagnosis, options presentation, and close for service techs.
• Memberships: how to present them, how to deliver on them, and how to keep members renewing.
• Replacement sales: comfort-advisor process, follow-up, and financing.
• Customer experience: what the customer sees, hears, and receives at every step.
• Ride-alongs and call reviews: coaching on real calls, not role-play alone.

What you get

• Call scripts and flow
• In-home service process
• Membership presentation
• Sales follow-up cadence
• Training sessions and ride-alongs
• KPI targets for booking rate, conversion, and average ticket

FAQ

Is this high-pressure selling?

No. The process is built on options, honesty, and the customer choosing — the approach that earns repeat customers and reviews.