Qualifying, Scheduling, and Accountability of Sales Opportunities

It’s a common refrain, ‘Nothing happens until somebody buys something.’ The reality, however, is that a purchase can’t happen without first assessing the customer, the home, and the job scope—and having a face-to-face conversation with the homeowner.

When a customer calls, or a technician flips a repair call, an opportunity to have a conversation with a homeowner about their lifestyle is created. A professional service provider ensures all conversations are brought to completion.

In fact, one of the best ways to maximize revenue and profitability, all without increasing marketing expenses or lead-generation activities, is by learning to screen and set appointments more effectively and hold salespeople accountable to status reporting and conversation completion.

Learning Objectives:

• Effective qualifying for initial Design Technician visits
• Efficient scheduling and clustering
• Confirmation strategies to ensure appointments are honored
• How to separate your company as the market authority
• Importance of what, how, and why your company performs an in-home analysis
• Handling customers concerns with Debriefing activity
• Holding Design Technicians accountable to performance
• Sales analytics performance reporting