So,
WHAT'S NEXT?
We’re excited to help you build a stronger, more profitable team — and it all starts with a simple conversation. Here’s what to expect when you work with us:
STEP 1: Discovery Call
Book a time to talk with us about your current setup. We’ll go over your team structure, your goals, and the areas you’re looking to improve — whether that’s sales, service, or both.
STEP 2: Identify Your Needs
On our call, we’ll determine exactly what you’re looking for — custom sales/service templates, our full-service pricebook, or both. Whether you’re just getting started or need advanced tools, we’ll tailor our solutions to fit your business.
STEP 3: Team Collaboration Session
If you move forward with templates, we’ll schedule a session with your techs and/or comfort advisors. Why? Because we’ve learned that when your team helps create the solutions, they’re more likely to use them. We gather their input so the templates actually work in the field.
STEP 4: We Build Your Templates
Based on everything we’ve gathered, we’ll create customized templates that match your team’s voice, your service offerings, and your business goals. Each one is designed to increase ticket size, boost add-on sales, and make decision-making easier for your customers.
STEP 5: Final Review & Optional On/Off-Site Training
We’ll meet with your team one last time to present the completed templates and walk through how to use them. From there, you can decide if you’d like additional in-person or virtual training to reinforce accountability and ensure long-term success.
So...
This isn’t a cookie-cutter process — it’s a collaborative, hands-on system built around your business. We’re here to support you from the very beginning, and we don’t consider the job done until your team is confident, aligned, and performing at a higher level.
Ready to get
started?
Schedule your discovery call today — and let’s build something great together.
