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TRAINING VAULT

SALES & SCRIPTS

Close more. Earn more. Every call.

Proven playbooks, objection-handling tools, and call scripts built for HVAC, plumbing, and home services technicians and CSRs.

SALES PLAYBOOKS

Sales Playbooks

Complete sales systems for service technicians — from the initial diagnosis to the close.

The Choose Service Playbook

A step-by-step system for presenting options and closing at premium prices.

Customer's Choice Sales Playbook

A professional leave-behind that builds trust and drives decisions on the spot.

Sales Tracker & Scorecards

Track individual tech performance and identify coaching opportunities fast.

Tech Scorecards

Weekly and monthly scorecards to keep your team accountable and motivated.

Tech Hybrid Compensation for Maximum Production

A compensation model that aligns tech incentives with company growth goals.

Tech Repair vs. Replace Tool

Help customers make confident decisions — and increase your average ticket.

Repair vs. Replace Sales Sheet

A clean, professional leave-behind that makes the replace case for you.

Sales Top 12 Objections Handling Tool

Word-for-word responses to the 12 most common customer objections.

CSR & CALL SCRIPTS

CSR & Call Scripts

Scripts that turn inbound calls into booked appointments — consistently.

CSR Script for 90% Booking Rates

The exact script your CSRs need to book 9 out of 10 inbound calls.

Inbound Call Scripts for 90% Booking or Better

Detailed inbound call flows for every common scenario.

Outbound Call Scripts for Better than 30% Booking

Turn your outbound calls into a reliable revenue stream.

Service Call Scripts

Scripts for booking service calls that maximize urgency and trust.

Sales Call Scripts

Outbound sales call scripts for follow-ups, memberships, and upgrades.

CSR Scorecard and Compensation for Maximum Production

Track CSR performance and tie compensation to booking results.

TRAINING PLANS

Training Plans

12-month structured training tracks for every role on your team.

Service Tech Customer's Choice Sales Playbook – 6 Month Plan

A focused 6-month track for techs learning the Customer's Choice system.

Service Tech Customer's Choice Sales Playbook – 12 Month Plan

The full 12-month mastery track for elite service technicians.

Tech Champions 12 Month Training Plan

Build championship-level technicians with this comprehensive annual plan.

Sales Masters 12 Month Training Plan

Turn your best techs into elite closers over 12 structured months.

CSR/Dispatch Experts 12 Month Training Plan

A full year of CSR and dispatch skill-building for your front-line team.

THE NEXT STEP

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