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Complete Sales Scripts

Every script you need for Residential HVAC (Heating, Ventilation, and Air Conditioning). Cold calls, discovery, demos, objections, negotiation, follow-ups, and expansion.

15 of 15 sections

Clozo Academy Proprietary Curriculum


Table of Contents

1

Phone Call Scripts

2

In-Home Diagnostic Scripts

3

Needs Analysis Scripts

4

Proposal Presentation Scripts

5

Three-Tier Selling Scripts

6

Objection Handling Scripts (27 total)

7

Closing Scripts

8

Maintenance Agreement Sales Scripts

9

IAQ Upsell Scripts

10

Referral Request Scripts

11

Review Request Scripts

12

Follow-Up Scripts


1. Phone Call Scripts

Incoming Emergency Call

CSR: "Thank you for calling [Company Name], this is [Name]. How can I help you today?"

Customer: "My furnace stopped working and it's freezing in here."

CSR: "I'm so sorry to hear that — a cold house is no fun at all. Let me get someone out to you as quickly as possible. First, can you tell me what's happening with your system?"

[Listen and take notes]

CSR: "Thank you for that information. I have availability today at [time 1] or [time 2]. Which works better for you?"

[If they hesitate on price]

CSR: "We charge a $[amount] diagnostic fee, which is applied to any repair. Our technician will evaluate your system, explain exactly what's wrong, and give you the exact repair cost before doing any work. There are no surprises. Does that work for you?"

[Confirm appointment, collect information, send confirmation]

CSR: "Perfect. Our technician [Name] will call you 30 minutes before arrival. You'll also receive a text with his photo and bio. We're looking forward to getting your heat back on today. Thank you for calling [Company Name]."

Incoming Replacement Inquiry

CSR: "Thank you for calling [Company Name], this is [Name]. How may I help you?"

Customer: "I need a quote for a new furnace."

CSR: "Absolutely, I'd be happy to help with that. To make sure we send the right person and prepare properly, can I ask a few quick questions?"

"How old is your current furnace?"

"What type of system do you have — gas furnace, heat pump, or boiler?"

"Are you experiencing specific comfort issues, or is this more about age and efficiency?"

"How long do you plan to stay in this home?"

"Is there a particular timeline you're working toward?"

CSR: "Thank you for that information. For system replacements, we send one of our comfort advisors to your home for a free evaluation. They will assess your home's specific needs, explain your options, and provide a detailed proposal. I have availability on [day] at [time] or [day] at [time]. Which works better?"

[Schedule appointment, set expectations, send confirmation]


2. In-Home Diagnostic Scripts

Professional Arrival

[Ring doorbell, step back, smile]

Technician: "Good [morning/afternoon], I'm [Name] with [Company Name]. Thank you for having us out today."

[Shake hands, put on shoe covers]

Technician: "Before we get started, can you tell me what's been going on with your system?"

[Listen actively — do not interrupt]

Technician: "I understand. That sounds frustrating. I'm going to do a complete evaluation of your system — this typically takes about 30-45 minutes. I'll check all the components, identify what's causing the problem, and then come back and explain everything I found. I'll show you exactly what's happening and give you clear options to fix it. Does that sound good?"

Diagnostic Explanation

[Return to customer with tablet showing photos]

Technician: "Okay, I've completed the evaluation. Let me show you what I found."

[Show photos of equipment, point out issues]

"Here's your [component], and as you can see, [explain issue in plain language]. This is why your [symptom] is happening."

"I also checked [other components], and here's what I found..."

[Summarize all findings]

"So here's the bottom line: [primary issue] needs to be [replaced/repaired]. I can take care of that today. The investment is $[amount], and that includes [what's included]. I also noticed [secondary issue]. It's not urgent, but I'd recommend addressing it while I'm here — it would save you a service call later. That would be an additional $[amount]."

"Would you like me to go ahead and take care of the [primary repair] today?"


3. Needs Analysis Scripts

The Comfort Conversation (Replacement Consultations)

Advisor: "Before I show you equipment options, I want to understand what's most important to you. Every home and every family is different, and the right system depends on your specific needs."

"First, tell me about the comfort issues you're experiencing. Are there rooms that are always too hot or too cold?"

"How is your energy bill compared to what you'd like it to be?"

"Are you interested in smart home features like controlling your thermostat from your phone?"

"Does anyone in the home have allergies, asthma, or respiratory concerns?"

"How long do you plan to stay in this home?"

"When you think about the ideal HVAC system, what matters most — lowest upfront cost, lowest long-term operating cost, or maximum comfort?"

"Thank you — that gives me a clear picture. Based on what you've shared, I'm going to recommend a system that [addresses their specific concerns]. Let me show you your options."

The Budget Discovery

Advisor: "Have you thought about a budget range for this project?"

[If they give a number]: "That's helpful. Based on that range, I can focus on the options that make the most sense for you."

[If they are vague]: "That's completely understandable. Most of our customers invest between $[X] and $[Y] for a complete system replacement. We have financing options that bring that to about $[monthly]/month. Does that range feel reasonable?"


4. Proposal Presentation Scripts

The Opening

Advisor: "Thank you for taking the time to meet with me today. Based on everything you've shared, I've designed three options for your home. All three will solve your comfort problems — the difference is in the level of efficiency, technology, and long-term protection."

"Let me start with what I recommend for most homeowners in your situation."

Presenting the Better Tier First

Advisor: "This is our Enhanced Comfort System. It features a two-stage [furnace/AC] that adjusts its output based on what your home needs. That means more consistent temperatures, less temperature swing, and better humidity control."

"The efficiency rating is [X], which should reduce your energy bills by about [X]% compared to your current system."

"It comes with a 10-year parts warranty and our 5-year labor warranty. If anything goes wrong in the first five years, you pay nothing for repairs."

"It also includes a smart Wi-Fi thermostat, so you can control your home's temperature from anywhere."

"The total investment for the Enhanced system is $[amount], or about $[monthly] per month with financing."

Presenting the Essential Tier

Advisor: "Our Essential system is a solid, reliable option. It uses single-stage equipment that will absolutely keep your home comfortable. It includes a standard digital thermostat and our 1-year labor warranty."

"The investment is $[amount], or about $[monthly] per month."

"This is a great choice if you're looking for the most affordable solution that still delivers reliable comfort."

Presenting the Premium Tier

Advisor: "Our Ultimate system is for homeowners who want the absolute best. It uses variable-speed technology that runs at the exact speed your home needs — not too much, not too little. The result is whisper-quiet operation, perfect temperature control, and maximum energy savings."

"It includes our premium smart thermostat, a whole-home air purifier, surge protector, and our lifetime workmanship guarantee."

"This system typically reduces energy bills by 30-40%. At your current spending, that could be $[amount] per year in savings."

"The investment is $[amount], or about $[monthly] per month."


5. Three-Tier Selling Scripts

Guiding Toward the Better Tier

Advisor: "Most of our customers — about 60% — choose the Enhanced system. It gives you the best balance of comfort, efficiency, and value. The two-stage operation makes a noticeable difference in comfort, and the 5-year labor warranty means you are completely protected."

"For the difference of about $[amount] per month on financing, you get significantly better comfort and a much stronger warranty. In my experience, homeowners who go with the Enhanced are consistently happier long-term."

"Does the Enhanced system feel like the right fit for your home?"

When They Lean Toward Essential

Advisor: "The Essential is a solid choice and will definitely keep your home comfortable. The one thing I'd ask you to consider is [specific benefit of Better tier related to their needs]."

"Based on what you told me about [their specific concern], I think the Enhanced would serve you better. But if the Essential is what works for your budget, it will absolutely do the job. Which feels right to you?"

When They Want the Best

Advisor: "The Ultimate is an outstanding system. You'll absolutely love the comfort and the quiet operation. Let me show you the financing options — many homeowners find the monthly payment is very manageable, especially when you factor in the energy savings."

[Show financing table]

"Which payment option works best for you?"


6. Objection Handling Scripts (27 Total)

OBJECTION 1: "I need to get other quotes."

Advisor: "Absolutely — getting multiple quotes is smart. When you compare, make sure you're looking at the same equipment tier, efficiency rating, warranty coverage, and installation quality."

"Many homeowners come back to us after discovering our quote included features others charged extra for — like the smart thermostat, extended warranty, or priority service."

"I'm confident you'll see the value in what we're offering. To make it easy, I'll hold this pricing for 7 days while you compare. Does that work?"


OBJECTION 2: "Your price is too high."

Advisor: "I understand price is important. Help me understand — are you comparing this to another quote, or is this more than you expected to spend?"

[Listen to their specific concern]

"When you look at the total value — the equipment, warranties, maintenance included, and our guarantees — many homeowners find our pricing very competitive."

"We also offer financing that brings this to about $[monthly] per month. Would it help to see those options?"


OBJECTION 3: "I need to talk to my spouse."

Advisor: "That's completely understandable — this is a decision you should make together. I'd be happy to come back when both of you are available. Or, I can prepare a summary of everything we discussed that you can share."

"When would be a good time for all of us to meet?"


OBJECTION 4: "I'm just going to repair it for now."

Advisor: "Repairs can absolutely make sense in some situations. Based on what I found — your system is [age] years old and [condition] — a repair will cost $[amount] and may last [timeframe]."

"The replacement gives you [benefits] with a full warranty. Many homeowners in your situation find that putting $[repair amount] into a [age]-year-old system is money they wish they had put toward a new one."

"Which option feels right to you?"


OBJECTION 5: "I can't afford it."

Advisor: "I know $[amount] is a significant investment. The good news is we have financing options that bring this to about $[monthly] per month. Many homeowners find that's less than their monthly energy savings, so the system essentially pays for itself. Would you like me to see what you qualify for? It takes about 5 minutes."


OBJECTION 6: "The other guy is cheaper."

Advisor: "I appreciate you being upfront. Can I ask what the other quote included — same brand, same efficiency, same warranty length, and same labor coverage?"

[Listen]

"In our market, we see quotes that look lower because they exclude the thermostat, use a lower-efficiency model, or only include a 1-year labor warranty. Our price covers everything we discussed, and you won't get a surprise invoice later. I'd rather you choose us because you see the value, not because you feel pressured. Would it help if I itemized exactly what's included so you can compare line by line?"


OBJECTION 7: "I want to think about it."

Advisor: "Of course — this is a big decision and I want you to feel completely comfortable. To help you think it through, what's the main question or concern you need to resolve?"

[Listen]

"That makes sense. Let me send you a written summary of all three options, plus our warranty details and financing application. How about I follow up with you on [day] to answer any questions? Would morning or afternoon work better for a quick call?"


OBJECTION 8: "I need to wait until next season."

Advisor: "I understand wanting to time this right. The risk with waiting is that [specific risk: manufacturer rebate expires, prices typically rise in spring, current system may not survive another season]."

"The other thing to consider is that installing in [current season] means you'll be ready before [peak season hits]. If we wait, our schedule fills up and you might be without [heat/cool] when you need it most."

"Would it make sense to at least get you on the schedule now with a deposit? You can always adjust the date if needed, and you'll lock in today's pricing."


OBJECTION 9: "I'm not the homeowner / I rent."

Advisor: "No problem at all. For rentals, the property owner typically makes the final decision on replacements. Do you have their contact information, or would you prefer I speak with your property manager?"

"In the meantime, I can document everything I found with photos and a detailed report. That way, when you speak with the owner, you have all the facts. Would that be helpful?"


OBJECTION 10: "Can you just charge me for parts and I'll do the labor?"

Advisor: "I appreciate you wanting to save money, but we can't sell parts without installation. Here's why: if a part is installed incorrectly, it can destroy the entire system — and the manufacturer won't cover that under warranty. We've seen homeowners spend $400 on a part, install it wrong, and end up needing a $3,000 compressor replacement."

"Our flat-rate price includes the part, the expert installation, the testing to make sure everything works, and our warranty. You're not paying for time — you're paying for a safe, working system. Does that make sense?"


OBJECTION 11: "My system is only X years old, I shouldn't need to replace it."

Advisor: "You're right — [X] years isn't old for some brands. The challenge I'm seeing is [specific issue: rust, compressor failure, refrigerant leak, cracked heat exchanger]. This isn't a normal wear item — it's a major failure that suggests [underlying cause: poor initial installation, low quality model, oversized system]."

"We can absolutely repair it, but based on the condition, there's a significant chance you'll face another major repair within [timeframe]. If this were my home and I planned to stay [their timeline], I'd lean toward replacement to avoid throwing good money after bad. What matters most to you — lowest cost today, or lowest cost over the next 5 years?"


OBJECTION 12: "I had a bad experience with another HVAC company."

Advisor: "I'm sorry to hear that. Unfortunately, our industry has some bad actors, and it makes my job harder because I have to earn trust that someone else broke."

"Here's what I can promise you: everything I tell you will be documented with photos and measurements. You'll see exactly what I see. The price I give you is the price you'll pay — no surprises. And if you're not 100% satisfied, we have a 'Love It or Leave It' guarantee."

"I know words are cheap. The best way to prove it is to let me show you the diagnostic. Would you be open to seeing what I found, and then you can decide if you want to move forward?"


OBJECTION 13: "I found the part online for $20. Why is your repair $300?"

Advisor: "I completely understand the sticker shock. What you're paying for isn't just the part — it's the expertise to diagnose the root cause correctly, the truck full of calibrated tools, the liability insurance, the warranty backing the work, and the peace of mind that it's done right the first time."

"If I install a $20 part incorrectly, it can destroy a $3,000 compressor. The price reflects doing it safely, correctly, and with a guarantee. You're paying for a working system, not a part."


OBJECTION 14: "Can you waive the diagnostic fee?"

Advisor: "I wish I could, but the diagnostic fee covers the technician's time, fuel, and expertise to figure out exactly what's wrong. Here's what I can do: the $[amount] diagnostic is applied directly to any repair we do today. So if you move forward with the repair, the diagnostic becomes free."

"The other option is our maintenance membership — for $29 a month, you get two tune-ups a year and the diagnostic fee is waived on every call. If you join today, this diagnostic is covered. Would you like to learn more about that?"


OBJECTION 15: "I want a second opinion."

Advisor: "That's a smart approach, especially for a significant investment. I'd be happy to provide you with a detailed written report and photos of everything I found so you can share it with the other company."

"One thing to watch for: make sure the second opinion includes actual measurements — refrigerant pressures, temperature split, amp draws — not just a visual look. If they don't take those measurements, they're guessing."

"I'll hold this proposal for 10 days. If the second opinion confirms what I found, you already have your solution ready to go. Fair enough?"


OBJECTION 16: "The home inspector said the system was fine."

Advisor: "Home inspectors do a great job, but they typically evaluate systems from a safety and basic function standpoint — not a performance and longevity standpoint. They don't measure refrigerant pressures, check amp draws, or inspect the internal components I just looked at."

"What I found is [specific issue]. This doesn't make the inspector wrong — it just means there's a deeper issue that wasn't visible during a standard inspection. Would you like me to show you the photos and readings?"


OBJECTION 17: "I only want the cheapest option."

Advisor: "I respect that, and I'll absolutely show you our most affordable solution. Before we go there, can I ask — are you planning to stay in this home long-term, or is this more of a short-term fix?"

[If short-term]: "The Essential system makes perfect sense. It will keep you comfortable and meet all code requirements."

[If long-term]: "Here's what I'd want you to know: the cheapest option today often costs more over 5 years because of higher energy bills and earlier replacement. The difference between Essential and Enhanced is about $[monthly] per month on financing, but the Enhanced saves about $[amount] per year on utilities. Over time, the Enhanced actually costs less. Would you like to see that math?"


OBJECTION 18: "I don't believe in maintenance agreements."

Advisor: "I used to feel the same way — until I saw the data. Systems without regular maintenance fail 3x more often and cost 40% more to operate because they get dirty, out of balance, and inefficient."

"Our maintenance program isn't a gimmick — it's two professional tune-ups per year that keep your warranty valid, your energy bills low, and your system running longer. For $29 a month, most homeowners save more than that on their first utility bill."

"You don't have to commit forever — cancel anytime with 30 days notice. But I think you'll see the value after your first tune-up. Should I get you signed up?"


OBJECTION 19: "My system is under warranty from the builder."

Advisor: "That's great — builder warranties typically cover the equipment parts for [X] years. What they don't cover is labor, refrigerant, or damage caused by lack of maintenance. Most builder warranties also require proof of annual professional maintenance to stay valid."

"What I found today is [issue]. If it's a covered part failure, we can help you file the warranty claim. If it's a maintenance-related issue or the warranty has maintenance requirements, you'll want documentation. Would you like me to prepare a report you can submit to the builder?"


OBJECTION 20: "I need to check with my HOA."

Advisor: "No problem at all. We work with HOAs regularly and can provide all the documentation they typically require — equipment specifications, noise ratings, installation timeline, and proof of insurance."

"Do you have a contact at the HOA I can send this to directly? That usually speeds things up. In the meantime, I'll hold your proposal and equipment for 14 days so nothing changes while we wait for approval."


OBJECTION 21: "Can you match Home Depot's equipment price?"

Advisor: "Home Depot sells equipment — they don't install it, warranty the labor, pull permits, or dispose of your old system. The price you see is for the box only. By the time you hire an installer, buy refrigerant, pull permits, and handle disposal, you're typically at or above our installed price."

"Plus, if there's a problem, you have two different companies pointing fingers at each other. With us, one company, one warranty, one call. Would you like me to itemize exactly what our price includes so you can compare apples to apples?"


OBJECTION 22: "My friend is a handyman and can do it cheaper."

Advisor: "It's wonderful to have a talented friend. HVAC work is different from general handyman work because it involves refrigerant handling (EPA certified), combustion safety, electrical load calculations, and permit compliance. If something goes wrong, your homeowner's insurance may not cover unlicensed work."

"I'm not here to talk badly about your friend. I'm here to make sure you understand the risks. If your friend is licensed, insured, and EPA certified, then you have a real option. If not, the savings could cost you far more down the road. What matters most to you — lowest upfront cost, or lowest total risk?"


OBJECTION 23: "I've never heard of your company."

Advisor: "That's fair — we're not the biggest company in town, and that's actually intentional. We grow through referrals from happy customers, not through expensive TV ads. It means we have to earn every customer, and our reviews reflect that."

"If you'd like, I can show you our 287 Google reviews while I'm here, or you can look us up right now. We're also Google Guaranteed, which means Google has verified our licenses, insurance, and background checks."

"I know trust takes time. The best way to see what we're about is to let me complete the diagnostic and show you exactly what I found. No pressure to buy anything. Would that be okay?"


OBJECTION 24: "Do you offer military/senior discounts?"

Advisor: "Yes, we absolutely honor our military members and seniors with a 5% discount on repairs and replacements. Thank you for your service / I appreciate you asking."

"I'll make sure that discount is applied to whatever option you choose today. Here's what the pricing looks like with the discount included..."


OBJECTION 25: "What if I don't like the system after it's installed?"

Advisor: "That's a completely valid concern, and it's exactly why we offer our 'Love It or Leave It' guarantee. If you're not 100% satisfied with your new system within the first year, we will remove it and refund 100% of your purchase price. No arguments, no restocking fees, no hassle."

"We can offer that guarantee because we trust our work and we size every system properly. How many other companies have you spoken with that offer that?"


OBJECTION 26: "I'm selling the house soon, so I don't want to invest."

Advisor: "That makes sense. Here's something to consider: a new HVAC system is one of the top 5 home improvements that increases sale price and reduces time on market. Buyers ask for HVAC age and condition, and an old system is a common negotiating point."

"We also offer a transferable warranty — the new owner gets the remaining warranty coverage, which is a selling feature. If you plan to list within [timeframe], a new system could pay for itself in a higher sale price. Would you like to see some data on that?"


OBJECTION 27: "Why do I need a new thermostat? The old one works fine."

Advisor: "You're right — the old one turns the system on and off. A smart thermostat does three things the old one can't: it learns your schedule so it doesn't heat or cool an empty house, it gives you energy reports so you see exactly where your money is going, and it sends alerts if something is wrong before you notice."

"Most of our customers save 10-15% on their energy bill with a smart thermostat. At your current bill, that's about $[amount] per year. The thermostat pays for itself in [timeframe]. Plus, it's included in the Enhanced and Ultimate packages at no extra charge."

"Would you like me to show you how the app works?"


7. Closing Scripts

The Assumptive Close

Advisor: "Great choice on the Enhanced system. Let me get the paperwork started. We can schedule installation for [date], and our crew will be here between 8-10 AM. The total investment is $[amount], and we can set up financing right now if that works better. Which payment option would you prefer?"

The Alternative Choice Close

Advisor: "Would you prefer the installation this Thursday, or would Saturday work better for your schedule?"

"Would you like to pay in full for the additional discount, or would financing with the 0% option work better?"

The Summary Close

Advisor: "So we're installing the Enhanced Comfort System in your home, which gives you the two-stage furnace and AC, the smart thermostat, the 5-year labor warranty, and priority service. You'll have consistent temperatures throughout the house, lower energy bills, and complete peace of mind. The installation is [date], and your investment is $[amount]. Shall we get this scheduled?"

The Financing Close

Advisor: "I know $[amount] is a significant investment. The good news is we have financing options that bring this to about $[monthly] per month. Many homeowners find that's less than their monthly energy savings, so the system essentially pays for itself. Would you like me to see what you qualify for? It takes about 5 minutes."


8. Maintenance Agreement Sales Scripts

During a Service Call

Technician: "Since I'm already here and familiar with your system, it makes sense to get you set up on our maintenance program today. It's $[monthly] per month and includes two professional tune-ups per year, plus 15% off any repairs like this one."

"The tune-ups alone are worth $[value], and the repair discount would have saved you $[amount] today. There is really no downside."

"Should I add that for you?"

The "Repair Discount" Close

Technician: "If you enroll today, the 15% member discount applies to today's repair. That's a $[amount] savings right now, which covers your first [X] months of membership. Should I get you signed up?"

For Non-Members During Tune-Up

Technician: "Your system is running well today, but I did notice [finding]. With our maintenance program, we catch these issues early before they become expensive repairs. For $[monthly]/month, you get two tune-ups per year, priority scheduling, and 15% off repairs. Should I sign you up before I leave?"


9. IAQ Upsell Scripts

Air Purifier

Technician: "I noticed you mentioned allergies. Our whole-home air purifier installs in your ductwork and removes 99% of airborne allergens, dust, and odors. Many of our customers say they sleep better and have fewer symptoms within a week."

"Since I'm already here, I can install one today for $[amount]. Would you like me to show you how it works?"

UV Light

Technician: "Your evaporator coil has some mold growth. A UV light will kill mold and bacteria before they circulate through your home. It also keeps your coil cleaner, which improves efficiency."

"I can install one today for $[amount]. It's a quick install. Interested?"

Smart Thermostat

Technician: "Your thermostat is pretty basic. A smart thermostat would let you control the temperature from your phone and could save you 10-15% on energy bills. I can install one today for $[amount]. Want to take a look?"

Humidifier

Technician: "The air in your home is very dry — that's causing the static shocks and dry skin you mentioned. A whole-home humidifier would fix that and protect your wood floors too. I can add one for $[amount]. Should I include it?"


10. Referral Request Scripts

Post-Service (In Person)

Technician: "I'm so glad we got everything working perfectly for you. If you have friends or family who need HVAC service, we would love to help them too. We grow mostly through referrals from happy customers like you."

"We have a referral program — if you refer someone who books with us, you both get $100. I'll leave a card with the details."

Post-Service (Text/Email)

"Hi [Name], thank you for letting us service your home today. If you were happy with our work, would you mind leaving us a quick review? [Google Review Link]. Also, if you know anyone who needs HVAC help, we offer $100 to both you and them when they book. Thanks again!"

To Maintenance Members

"Thank you for being a maintenance member for [X] years. Your trust means the world to us. If you have neighbors or friends who are frustrated with their current HVAC company, we would be grateful for your recommendation. As a thank-you, both you and your friend receive $100 when they become a customer."


11. Review Request Scripts

SMS Review Request (2-4 hours after service)

"Hi [Name], this is [Technician] from [Company]. Thank you for letting us service your home today. If you were happy with our work, would you mind leaving us a quick review? It takes 30 seconds and helps other homeowners find us. [Google Review Link] Thank you!"

Email Review Request (48-hour follow-up)

Subject: "Quick favor? Your feedback helps us grow"

"Hi [Name], I hope your system is running perfectly after our visit. If you have a moment, a brief review of your experience would mean the world to us. Your feedback helps other [City] homeowners make confident decisions about their HVAC service. [Google Review Link] Thank you for being a valued customer!"

Phone Review Request (for VIP customers)

"Hi [Name], I wanted to check in and make sure everything is still running well. Wonderful. I'm so glad you are happy. If you have 30 seconds, would you mind leaving us a review on Google? It really helps us stand out. I can text you the link right now."


12. Follow-Up Scripts

Immediate Follow-Up (2 hours after proposal)

"Hi [Name], thank you for taking the time to meet with me today. I've attached your proposal for the [tier] system we discussed. If you have any questions at all, I'm here to help. I can be reached at [phone] or [email]. Talk soon!"

Day 1 Follow-Up

"Hi [Name], I wanted to follow up on the proposal I left with you yesterday. Do you have any questions I can answer? I'm happy to explain anything in more detail or explore different options."

Day 3 Follow-Up (with value)

"Hi [Name], I was thinking about your home and wanted to share this [testimonial video/energy savings case study/rebate information]. I thought this might be helpful as you consider your options. Let me know if you have any questions."

Day 7 Follow-Up (with urgency)

"Hi [Name], I wanted to let you know that the [manufacturer rebate/financing promotion] I mentioned expires at the end of this week. If you are interested in moving forward, I can make sure we get you locked in before it ends. Do you have any questions or concerns I can address?"

Day 14 Follow-Up (final)

"Hi [Name], I know you have a lot to consider, and I don't want to be a pest. I'm here whenever you're ready. In the meantime, I'll send you our seasonal maintenance tips. Feel free to reach out anytime."


Script Practice Guidelines

1. Customize First

Replace all bracketed placeholders with your actual company information, pricing, and offers.

2. Practice Daily

Spend 15 minutes each morning practicing one script. Role-play with a team member.

3. Record Yourself

Record your delivery and listen back. Note where you sound unnatural or hesitant.

4. Make It Yours

These scripts are starting points. Adapt the language to match your natural speaking style while preserving the structure.

5. Track Results

Note which scripts produce the best results. Continuously refine based on real customer interactions.


Clozo Academy Proprietary Curriculum — The HVAC Growth System — Premium Edition