Reactivate your old HVAC leads

What a HVAC call sounds like

A sample call, shortened, using the HVAC template's own lines.

What the agent asks

• First, whether they're still interested: "You'd asked about your home's heating and cooling. Are you still looking for help with that?"
• If the answer is no, one more chance, then it lets them go: "No problem. Is that because you already have your heating and cooling taken care of, or just not a good time? I can have someone call when it suits you."
• Before bringing in your closer, the template's qualifying questions:
  • "Do you own the home?"
  • "About how old is your heating and cooling system?"

The answers go to your closer in the briefing, and to your CRM if you connect one. Change, add or remove questions for each campaign; they never block a transfer.

How it answers common objections

• "My system works fine""Good to hear. The specialist can check it over so you know where it stands. Want me to get them on?"
• "It's broken right now, we have no heat or no air""Let me see if I can get someone on right away."
• "Are there rebates or tax credits?""The specialist can go over any rebates for your home. Want me to get them on?"

The agent never quotes a price or a saving and never tells anyone they qualify: questions like those go to your closer. Edit any answer, or add your own.

Who it hands off to

When the lead says yes, the agent says it will bring in "my heating and cooling specialist" and rings your closer's number. Your closer hears a short briefing, then the lead joins the call. If your closer can't pick up, a callback is set. The agent calls as Ava with HVAC USA unless you change the name, the company or the voice.