1. customize your proposals
Customization in HVAC sales means crafting services that fit clients like a glove. To do this well, you need to listen to your customers, pinpoint their exact needs, and shape your services to hit the mark. Whether it’s presenting a range of system options within a set budget or recommending air quality solutions for an allergy sufferer, customizing your proposal is key.
OnCall Air® is a sales platform made for this. You can build personalized proposals and fine-tune every detail. This way, you can ensure that each proposal meets your customer’s needs and increase the likelihood of a closed deal.
2. follow-Up consistently
Follow-ups keep your business top-of-mind for potential customers. When done right, these timely touchpoints can tip the scales on your favor, and help you win the job.
The challenge is that consistent follow-ups demand time and attention from your team, taking them away from other important tasks. The strategic move? Automate your follow-ups. It’s a great way to ensure no prospect falls through the cracks, maximizing every opportunity without overwhelming your team.
That’s where OnCall Air® comes into play. Our platform lets you set automatic follow-up emails that go out right after your proposals do. This way, your business maintains a dynamic presence in your customers’ inboxes, nurturing those leads and paving the way for more successful closures.
3. leverage digital quotes
Digital proposals provide a streamlined and professional way to present your services. And they’re a reflection of your brand’s commitment to innovation and customer convenience that can set you apart in a competitive market.
The advantages are clear: digital quotes are quick to produce, easy to customize, and electronically accessible. The best ones even allow for real-time updates and instant sharing, bridging the gap between initial consultation and final decision. This approach enables you to present a proposal that’s accurate and impactful.
OnCall Air® enables you and your team to build digital proposals that are professional, detailed, and chockful of info in as little as two minutes. This way, you can provide a seamless and polished customer experience quickly and efficiently and maximize your chances to close that job.
4. offer flexible financing
5. Provide detailed product info
A proposal that provides detailed product info serves as an educational resource that positions your HVAC business as an expert guide. When customers see that your business is proactive in delivering the knowledge they seek, you establish credibility.
Educating your customers on HVAC products included on your proposal gives them clarity on what they’re buying and the confidence to make the purchase. By offering comprehensive product details, you’re aligning with their need to make informed decisions.
You can use OnCall Air® to build proposals with detailed product information, including videos and specs. This way, your customers have the product knowledge they need to move forward with their investment.
6. recommend add-ons
7. include a High-Efficiency option
Recommending high-efficiency systems can significantly boost HVAC business’ average ticket size, positively impacting your bottom line. But to successfully leverage this pricier option, you need to educate your customers on the product first.
Explaining what high-efficiency systems are, how they operate, and how they can dovetail with a homeowner’s values is crucial in positioning them as a smart option. Many customers will be receptive to the long-term savings and eco-friendly impact of high-efficiency systems. But the key is that you need to bring these benefits to their attention from the get-go.
OnCall Air® lets you showcase a high-efficiency system’s value on the proposal. Our platform’s e-tag feature highlights the efficiency ratings and projected energy savings of high-efficiency systems you recommend, providing a level of transparency that can be the deciding factor for customers.
8. personalize your proposalS
9. offer extended services
Extended services, including warranty and maintenance plans, play a strategic role in HVAC business sales. To begin, they provide the double benefit of safeguarding your HVAC company’s revenue stream and ensuring your team stays busy year-round.
Additionally, such offerings are foundational to building lasting customer relationships. When customers know you stand behind your installations with extended service plans, they view your business as a trusted partner for their comfort needs.
OnCall Air® lets you offer extended service plans as recommended add-ons in your proposals. It’s a seamless way for customers to understand the value of such services and easily choose to opt-in.
10: include local rebates in your proposals
Navigating the world of local HVAC rebates requires some groundwork, but the payoff can be substantial. Including an immediate discount can be very persuasive for customers who might be on the fence about your proposal due to the job cost.
When you factor rebates into your quotes, you’re not merely lowering the job amount. You’re presenting an incentive that may encourage customers to opt for a higher-tier system, or to pay the full quote upfront rather than financing it.
With OnCall Air®, you can showcase discount options clearly and conveniently to your customers. And put yourself on the map as an HVAC company that goes the extra mile for their satisfaction and their wallet.
