Course Description: (Online / 2:00pm – 4:00pm Pacific Time)

This course walks through the complete sales process used by leading high-performance HVAC contractors – from the first website visit through referral generation. Topics include identifying your ideal customer, differentiating from the competition, websites that pre-qualify leads, intake calls and comfort surveys, setting expectations before the home visit, the home visit itself (including load calculation and airflow measurement), and delivering high-impact proposals and quotes. Emphasis is placed on reducing customer acquisition costs and winning on trust rather than price, using field-proven techniques from top heat pump contractors. Attendees receive a free toolkit, including a website self-audit checklist, intake call script, comfort survey template, and pre-visit video script.

Instructor: Ed Smith – Co-founder and Co-CEO, Amply Energy (maker of ACCA-approved heat pump design software) – and Co-host, The Heat Pump Podcast

Learning Outcomes/Objectives:

• Map the complete sales funnel, from website visit to referral
• Define a strategy to stand out from the competition
• Build marketing that attracts ideal customers while filtering out poor fits
• Implement a pre-visit qualification process: conversational intake calls, comfort surveys, and expectation-setting videos
• Use measurement to build trust (including load calculation and airflow assessment)
• Structure and deliver high-impact, single-recommendation proposals

Target Audience:

• HVAC Contractors (Owner Operators)
• Comfort Advisors / Sales Personnel
• Home Performance and Electrification Contractors
• HVAC/R Technicians moving into sales roles
• HVAC/R Instructors
• Utility Program Managers / Energy Personnel

Learning Units: NATE CEUs apply (2 hr. credit)

Learning Level:

Basic Class: Content is introductory in nature and requires no prerequisite knowledge or experience to grasp the concepts or participate in exercises. Basic educational activities and materials are meant to establish a foundation of knowledge and competence that will be expanded upon in practice or in higher level seminars and workshops.

Special Instructions:

This is a Webinar class held via Microsoft Teams; internet access is required and use of the Teams app is encouraged. Customers will receive a link to the Webinar prior to the event.

For more information on Amply Energy, contact a representative below:

Ed Smith – esmith@amply.energy

Visit Amply Energy at www.amply.energy