Stop Losing Booked Jobs at the Phone
Sales and CSR training for HVAC contractors. Most HVAC marketing investment is wasted at the phone — a 60% booking rate is the difference between profitable and unprofitable marketing. We train your team to convert.
You can spend $20,000/month on marketing and still lose money if your CSR converts 30% of inbound calls to booked jobs instead of 65%. Phone conversion is the single highest-leverage operational improvement in HVAC — yet most contractors never measure it, never train for it, and never coach against it.
We analyze your actual call recordings, identify exactly where calls drop, build CSR + sales scripts that fit your brand and offers, and run ongoing coaching to lift booking rates 20-40 percentage points.
How Our HVAC Sales & CSR Training Works
We listen to your actual inbound calls (anonymized) and identify exactly where bookings are being lost.
Custom CSR and sales scripts for inbound calls, quotes, objection handling, and upsell.
Measurable improvement in lead-to-booked rate — typically 20-40 percentage points within 90 days.
Coaching on whole-system positioning, financing offers, and rebate conversations that lift average ticket.
Monthly call reviews with your team — not one-time training that fades.
Documented training program for new CSR hires so booking rate stays high as team grows.
What's Included in Our HVAC Sales & CSR Training
Call Recording Audit
Listen to 30-50 of your actual inbound calls. Document exactly where bookings are being lost.
Script Development
Custom CSR + sales scripts for inbound calls, quote follow-up, objection handling, and offer positioning.
Initial Training Workshop
2-day initial training workshop for your CSR + sales team on the new scripts and call handling.
Monthly Call Coaching
Monthly call review session with your team — listening to recent calls and coaching against the scripts.
Quote Follow-Up Training
Training on quote follow-up cadence and re-engagement — where most HVAC deals get lost.
CSR Onboarding Program
Documented onboarding program for new CSR hires.
Booking Rate Reporting
Monthly booking rate, average ticket size, and lead-to-booked KPI reporting.
Who This Is For
- HVAC contractors spending $5K+/month on marketing with sub-50% booking rates
- Established companies whose CSRs were never formally trained
- Multi-location HVAC brands needing consistent call handling across teams
- Growing contractors hiring new CSRs and needing standardized onboarding
Frequently Asked Questions
How do you measure booking rate?
Calls handled → quotes provided → quotes booked. Tied to your CallRail or call tracking platform + CRM data. We benchmark before and after training.
What's a realistic booking rate?
Top-performing HVAC CSRs convert 60-75% of qualified inbound calls. Most untrained CSRs run 25-45%. The gap is huge — and trainable.
Will my team push back on scripts?
Sometimes initially. Our scripts are designed to be conversational, not robotic. Once techs/CSRs see their personal booking rate climb and commissions grow, adoption follows. We coach through the transition.
Cost?
Most HVAC sales/CSR training programs run $3,500-$8,000/month for full program + monthly coaching. ROI: typically 5-15× from booking rate lift alone within the first 90 days.
Lift Your Booking Rate. Multiply Your Marketing ROI.
Book a free call audit. We'll listen to a sample of your inbound calls and show you exactly where bookings are being lost.
Or email Trades@Sedighi.ca