Sales is More than a Signed Contract

Quality customer satisfaction and experience is the cornerstone of a successful home performance business - without that, sales won’t happen. In this session, industry leaders Elena Chrimat (Ideal Air Conditioning and Insulation, AZ) and Keith O'Hara (Eco Performance Builders, CA) share their proven strategies for delivering an exceptional customer experience that leads to more efficient sales and referrals.

Drawing from their years of experience running two successful Home Performance and HVAC contracting businesses in different markets, Elena and Keith will walk you through their processes and systems that help close the deal and differentiate themselves from the competition. You’ll learn practical tips and best practices for:

1. Handling initial customer inquiries, CSR communication and training
2. Sales process
3. Establishing consistent messaging and setting service standards
4. Conducting effective follow-ups to gather feedback and secure reviews

This session will offer actionable insights and real-world examples, including flowcharts and training techniques, to help contractors create a standardized, reliable customer experience. Whether you're looking to improve close rates or boost referrals, this session is packed with takeaways you can implement immediately to enhance your business success.