It’s a common refrain: “Nothing happens until somebody sells something.” But the truth is “Nothing happens until somebody buys something.” And no one can buy anything unless the opportunity to assess the customer, home, and job scope, and have an in-person conversation with the homeowner.

When a prospective or existing customer calls, or a technician flips a repair call for a replacement quote, an opportunity to have a conversation with a homeowner about their present and desired lifestyle is created. A request for help.

Your company has limited resources to serve and deliver a world-class experience. Warm weather will test the limits of your people and processes. Stretching your resources typically results in the co-worker and customer experience suffering. Either way, if your internal or external experience stumbles your brand reputation may also be harmed. So, plan ahead to optimize your opportunities during the heat of summer.

In fact, one of the best ways to maximize customer experience, revenue, profitability, reviews and scores, social media posts, and referrals all without increasing marketing expenses or lead-generation activities, is by learning to screen and set appointments more effectively and hold salespeople accountable to status reporting and conversation completion – the true mark of professionalism in sales.

Learning Objectives:

• Triaging opportunities for initial visits based on probability and impact
• Protocols for efficient scheduling and clustering
• Confirmation strategies to ensure appointments are honored
• How to separate your company as the market authority
• Importance of what, how, and why your company performs an in-home analysis
• How to streamline your approach to effectively communicate your value
• Debriefing activity
• Holding Design Technicians accountable to performance
• Sales analytics performance reporting
• Maximizing current workload without compromise
• Create future opportunities for additional revenue
• And, much more

Join Drew Cameron for a masterclass in prioritizing your incoming opportunities to maximize your sales during summer. Just because the calendar flipped or the thermostat when above 80°F, doesn’t mean the customer or co-worker experience should change, let alone suffer. BE BETTER!

Who Should Attend:

Sales manager (owner if role not filled), service manager, lead coordinator, CSRs.