In this Episode #8 Lead Generation - Using Replacement Onsite Opportunity Assessment Forms, we showcase how this assessment form provides a structured or logical path for the selling technician or comfort advisor to take on a replacement sales call systematically. These forms help prevent missing available service, system fixes, enhancements opportunities that often result in missed sales and, worse, in poor customer satisfaction.

Successful HVAC contractors use onsite replacement Opportunity Assessment Forms to identify and record work scope and transaction requirements systematically.

These replacement opportunity assessment forms provide a step-by-step, customer-friendly, and logical process for assessing a system replacement, ductwork fixes, and potential enhancement opportunities.

These forms incorporate the customer’s personal and systems replacement needs. These onsite replacement opportunity assessment forms are proven to generate 65% or more in system fixes and system enhancement add-on sales.

See companion eBook to the show A-Z Book on Residential HVAC Business, page 84, section #2 entitled: “Onsite Replacement Opportunity Assessment Form.”

Order the $59.95 companion eBook to the show A-Z Book on Residential HVAC business eBook via the link below.

A-Z Book on Residential HVAC business eBook

Or visit us at HVACProPodcast.com link below:

HVACPro Podcast

Each episode presented will be in the same logical approach used by business consultants and provided in the A-Z Book on Residential HVAC Business, from the most significant impact on profitability and sustainability to the least.

The bottom line is this program is fueling contractor growth even in these extraordinary times.