Besides regular meeting debriefs, discuss improving Free Quote Report so it can stand alone as a follow up/recap to what occurred at the visit.
During busy season the guys with lots of leads closing ratio is dropping below 50%. For comparison, last month Reedie closed 75%. I think this is due to inability to follow up, so having a simple way to provide a high value follow up that reminds them of the visit and provides likely load and ideal replacement spec should help tip the scales
1:50 discuss fqp first because it's quick n easy.
2:59 comfort scores first. But score that justifies comfort consult should probably be 28 instead of 18.
4:34 sizing to duct
5:41 free quote has moved CC to AFTER equipment replacement
6:40 Only perform diagnostics that are CLEARLY needed. Blower door after good equipment decision
8:30 rare occasions CC before equipment should be obvious from free quote interview
9:30 don't be wasteful of consumer or contractor resources/time
10:40 keep in simple terms.
11:20 explaining simply...
12:00 JT question about Enhanced Free Quote
12:46 tech should get their incentive, so they continue to do turnovers.
14:00 sizing not a part of Enhanced FQ
15:10 Fair treatment of all
15:55 scroll through current FQ report.
17:00 COMFORT QUIZ
17:35 LIKELY LOAD RANGE
17:40 SIX FUNCTIONS will be inserted above LLR.
18:40 STATIC PRESSURE will be below LLR
19:00 LINKS TO VIDEOS
19:20 report needs to be more educational
20:20 INSTALL CHOICES
20:35 EQUIPMENT CHOICES
20:50 need IDEAL SPECIFICATION summarized at the bottom.
21:45 your size shown on LLR!!!
22:00 yes, no, no maybes, let me bid last?
23:20 make sure other bids are apples to apples.
23:59 Ronnie used it.
24:44 Tanner likes that.
25:00 free quote process makes people uncomfortable buying from others. "Why didn't they go over this?"
26:19 FREE QUOTE INTERVIEW script
28:00 current edits for script in red
29:35 duct pressure can go towards the end. It's RAR, not scare tactic.
30:44 discussion of tension between install and equipment/ budget
32:13 FREE QUOTE STEPS summary
33:23 calculate likely load range - new spreadsheet tells boundaries between green, yellow and red, shown later
35:00 discussion of staging and short cycling issues
35:58 Ken restates my gobbledygook
36:55 talking to new guy, Will. May be proof non HVAC people can come in via HVAC20
38:20 another way to express the outline - indentations.
42:08 new LLR spreadsheet, shows subsections numerically
45:10 LLR is working great for Ronnie and Reedie.
46:20 if I'm homeowner and having to take size risk, I want clarity on where green is, and where yellow starts.
48:25 put SIZE YOU PICKED on report!!!
49:35 Tanner on explaining free quote vs CC for his website.
51:10 go straight to money?
52:00 KEN - GO BACK TO THE ONE QUESTION!!
52:30 Then go to quiz. Explain score.
IMPORTANT:
53:25 we are seeing that better decisions on equipment tends to solve problems 99% of the time.
55:15 COMPREHENSIVE PLANNING PROCESS needed if cancer is EVERYWHERE
56:20 no suuch thing as "like for like..."
58:11 '59 el Camino
59:40 ken is playing music
1:00:37 wait for new Carrier equipment?
1:02:29 might want to wait past 1st year bugs.
1:04:10 explosive!!
1:04:56 Tanner drove a PLAID and highland 3
21 авг 2024
