HVAC Sales Pitch

HVAC Sales Pitch

Start with the General Introduction Call Flow, then transition to this script when stating benefits specific to HVAC providers.

HVAC Service Provider Benefits

Alert
Choose 2-3 benefits to highlight with decision maker.

BENEFIT

WHAT TO SAY

WHY IT MATTERS

Steady Year Round Job Volume

“HVAC work is seasonal. We help fill your schedule during the slower seasons with preventative maintenance and warranty work so you’re not relying solely on peak months.”

Keeps your income steady all year.

No Marketing/ Lead Costs

“Many HVAC companies spend thousands on ads and cold outreach. With Cinch you don’t pay for leads or marketing. We send you real jobs without the upfront effort or spend.”

Saves time and money on lead generation.

Fast Repair Approvals

“We auto-approve repairs under $500. For anything higher, you’ll have a direct HVAC team contact so you get fast answers without long hold times.”

Speeds up your workflow.

Consistent Cash Flow

“We pay promptly and consistently for approved repairs. No chasing down customers or dealing with collections.”

Helps with payroll, expenses, and peace of mind.

Self-Service App

(Cinch Pro)

“You’ll use our Cinch Pro app to submit service reports, documentation, photos, and invoices. Everything is handled quickly and paperless through our portal or app.”

Streamlined operations, no paperwork hassle.

Opportunities for Add-On Work

“Warranty jobs often lead to system upgrades or other services not covered under warranty. Our contractors frequently find upsell opportunities on-site.”

Boosts job value and total revenue.

Dedicated Support Team

“You’ll have a dedicated HVAC support team that understands the work. You won’t be stuck in a phone queue when you need a fast answer.”

Better communication, faster issue resolution.

Easy Parts Fulfillment

“We can ship parts directly to your shop or help source locally. Your techs won’t be left waiting for supply deliveries.”

Avoids downtime due to part delays.

Value Statement & Closing

WHAT TO SAY

PURPOSE

“We believe that partnering with <Service Provider Name> will allow us to continue delivering exceptional service to homeowners while driving more business your way.”

Reinforces shared goals and mutual value.

“Do you have any other questions I can answer for you?” 

“Is this something your company would be interested in?”

Soft, respectful ask to move forward.

Requirements

Warning
The below information MUST be asked in order to proceed.
“Your state requires <Specific License Required>, EPA CARD NEEDED FOR HVAC.”
  1. “We ask that you do a background screening for your techs for (Criminal and Driving only) a rate of $79.00 except for New York ($174.99). You would first need to register your company with Plus One as a company rather than as an individual and only use the Tax ID that is on your W9. Then you would complete your background screening using the phone number that you used for company registration.”
    1. If the Service Provider does not complete the background check, they will not be able to join the network.
  2. “Have a minimum of $1 million in General Liability coverage?”
    1. Cinch needs to be additionally insured and certificate holder.
  3. “We ask that you set up direct deposit with Paymode X.”
  4. “Carry auto insurance of at least $300K combined single limit?”
  5. Review rates by trade (only if they ask). 
    “What is your Service Call and Hourly Rate Fee?” 
    1. Provide competitive Cinch rates using the Service Provider Rate Sheet.
    2. You are empowered up to 10% rate increase to negotiate rates.
      1. Over 10% needs supervisor approval for ALL trades.
  6. “I will send you an application via Zoho, a service that allows you to sign and upload all required documents. I will be sending you a second email with all the requirements I just went over with you. Please provide a valid email address.”
  7. “If I don’t hear from you within 2 days I will follow up with you and make sure you have no questions or concerns about the documents.”
  8. “My email and phone number will be in the information I send you. If you have any questions before I reach out to you, please feel free to call me.”

Confirmation Statements

WHAT TO SAY

“Does that make sense?”

“Does that cover everything?”

“Do you have any other questions or concerns I can help you with?”

Clarification Statements

WHAT TO SAY

“Am I understanding you correctly?”

“I noticed some hesitancy in your voice when discussing, is there anything I can clarify?”

“Can I ask you to expand what you mean by…..?”

“What’s concerning you about…..?”

“It sounds like you still have some reservations. Would you like to discuss them?”

Rebuttals

WHAT THEY SAY

HOW TO RESPOND

“We don’t work with third party.”

“Have you worked with third party in the past?” 

If YES:

  1. “What worked well with them? What didn’t?”
  1. “Is there anything you wish you could have changed if you could?” 

If NO:

  1. “What makes you hesitant to work with third party?”

“No thanks. I’d like to think about it a bit, first.”

“I understand. May I ask what factors you’re weighing in your decision?”

“I’m sorry, but this isn’t something I need.”

“I understand. Out of curiosity, why don’t you want to join our network?”

“I need to get paid sooner than NET20.”

“If I can get the Area Manager to agree to NET14, can I send you an application?”

“I don’t want to pay the additional amount to increase my auto insurance.”

“I understand, it is more money, but the right amount of coverage will protect your business in the event of a serious accident on the way to a customer’s home.”

“I don’t have the time to start anything new. We are coming into our busy time very soon.”

“Of course, I get that! That’s why you should join with us today. You could get up to speed on the process before you hit your peak business period.”


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