Your Sales Team Isn't the Problem. Your Sales System Is.
We build complete sales systems—from the first phone call through the in-home close—with step-by-step processes, price books, and visual training materials your team will actually follow.
For home services companies ready to turn techs into closers
The Problem
Leads Are Coming In. Revenue Isn't.
You're spending money on marketing. Leads are flowing. But your close rate tells a different story. The problem isn't lead volume—it's what happens after the phone rings—and what happens when your tech walks through that door.
Sound familiar?
- Every rep and tech handles calls differently—no consistency, no predictability
- Follow-up is sporadic. Leads go cold while your team "gets around to it"
- No qualification criteria. You're wasting hours on people who were never going to buy
- Techs are great at the work but struggle to present options and close
- Proposals don't differentiate. You're competing on price instead of value
How We Fix It
How We Build Your Sales System
We build complete sales systems—from the first phone call through the in-home close. CSRs, salespeople, AND technicians all get a repeatable process they can follow.
Sales Audit
We analyze your current process (or lack of one), listen to calls, ride along on jobs, and identify exactly where revenue is leaking.
Process Architecture
We design your complete sales flow—pre-call protocols, arrival scripts, discovery questions, option presentation, and closing methodology.
In-Home Sales Process
For field teams, we build step-by-step processes: Pre-Call → Arrival → Listen → Observe → Present Options. Every technician knows exactly what to do at each stage.
Price Book Development
We structure your pricing with good-better-best options, bundled services, and membership upsells that increase average ticket without feeling pushy.
Scripts & Training Materials
We create visual training guides, call scripts, objection responses, and presentation frameworks your team will actually use.
Team Rollout
We train your team with role-plays and real-world practice until the new process becomes second nature.
What Gets Built
Tangible Deliverables
- ✓ Complete sales process documentation (CSR + Field)
- ✓ In-home technician sales methodology
- ✓ Pre-call and arrival scripts
- ✓ Discovery questions framework
- ✓ Option presentation templates (3-option structure)
- ✓ Price book with good-better-best tiers
- ✓ Visual training materials and process graphics
- ✓ Objection handling playbook
- ✓ CRM pipeline configuration
- ✓ Training sessions and role-play recordings
Accountability
How We Know It's Working
We track the numbers that matter. If metrics aren't improving, we adjust.
We track these in every engagement. If numbers aren't moving, we adjust. No vanity metrics—just what matters.
Frequently Asked Questions
Absolutely. Most techs aren't 'salespeople'—and they shouldn't have to be. We give them a step-by-step process (Pre-Call → Arrival → Listen → Observe → Present Options) that feels natural and professional. They follow the process; sales happen.
Training without process is motivation. It fades. We build the system first—documented with visual guides, role-specific scripts, and accountability. Then we train your team on how to use it. Process before performance.
Most clients see close rate and average ticket improvements within 60–90 days. Full impact typically shows in 2–3 sales cycles as the team gets comfortable.
Both. We deliver visual training guides, step-by-step graphics, scripts, and presentation frameworks—not just a document your team will ignore.
Yes. Price book development is part of the work. We structure good-better-best options, bundling strategies, and membership upsells that increase ticket size naturally.
Next Step
Is Sales Process the Right Lever for Your Business?
One call. We'll diagnose whether this is your bottleneck or if something else should come first. If we're not the right fit, we'll tell you.