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SERVICE TECHS - What minimum sales revenue goal does your company expect from you every week?
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Sales Forms Download
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Welcome to our sales forms download department. Here you will find many of the useful forms and procedures that support the sales efforts of many "million dollar" techs who use our unique system.
Look through the wealth of information and use them to leverage your success.
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DOWNLOAD: Power Point Price Presentation
By Joe Crisara
This is a pricing presentation for a gas fired boiler system. The file was prepared on MS Power Point and is intended to be used in conjunction with the "slide show" function of the program. To view the presentation, go to the SLIDE SHOW tab in Power Point and click on VIEW SHOW and watch the pictures and the words appear. This is great for sales people who do not want to leave behind . . . keep reading
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DOWNLOAD: NEW 2008 Post Call Call Evaluation Form
By Joe Crisara
This is a NEW 2008 after call self survey that can be used by anyone who has been trained by our Total Immersion sales system. The format has been updated to reflect some of the more recent benchmarks that allow you to evaluate if you are following the system or missing some key components. Although the form can be used after the call it can also be reviewed BEFORE the opportunity as well. . . . keep reading
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DOWNLOAD: "REAL" Presentation & Evaluation
By Joe Crisara
This is a REAL LIFE presentation made by an actual technician who was educated in our Toltal Immersion system. This is a two page file which includes a presentation which the option that was chosen was circled as well as the REAL evaluation form filled out by the tech after the call. This tech in particular sells well over $1 million oer year using the system. Though there are flaws in the way it was created it still sold. . . . keep reading
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DOWNLOAD: New Customer Pre-Titled Option Sheet
By Joe Crisara
This is a new 2008 version of the customer option or solution sheet with pre-titled options that can assist you when creating presentations. One of the features of this format is the removal of logos or anything that can distract the buyer. This format helps techs and sales people to format the presentation in a more fill in the blank fashion. It is layed out to influence the tech or sales person to create more premium options at the top and less at the bottom. . . . keep reading
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DOWNLOAD: New Freestyle Customer Option Sheet
By Joe Crisara
This is a new 2008 freestyle version of the customer option or solution sheet that can assist you when you create your presentation. One of the features of this format is the removal of logos or anything that can distract the buyer. This allows you to create custom names for the options that you are providing with your solutions. The lines are layed out to influence the tech or sales person to create more at the top premium option and less at the bottom. . . . keep reading
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DOWNLOAD: Electrical Service Plan Terms & Conditions
By Joe Crisara & Ty Bell
This is the electrical service plan terms and conditions document. Just insert your company name and modify any of the terms and conditions of your agreement and then place on the back of the elctrical planned service sheet. These terms and conditions will help to communicate the program and what is included to both techs and your customers. Again we would like to thank Ty Bell for his contribution that I am sure will help electricians everywhere . . . keep reading
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DOWNLOAD: Electrical Service Plan
By Joe Crisara
This is a planned service program for electrical contractors. Please join me in thanking our valued member Ty Bell from Electro-Pros for generously donating his ideas which lead us to modify his agreement and arrive at the document you see here. Get inspired to take these ideas to create a program to capture customers. Please use this electrical service plan sheet to create your own program . . . keep reading
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DOWNLOAD: Electrical Service Ticket Invoice
By Joe Crisara
This download is an electrical service ticket or invoice made specifically for electrical service contractors. It includes a checklist for code violations as well as an environmental & safety reminder. The invoice also features the Ultimate Planned Service program which entices customers to ask about a discount program . . . keep reading
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DOWNLOAD: Electrical Inspection Report Sheet
By ContractorSelling.Com Member Ty Bell
We thank our electrician member Ty Bell for his generous contribution of this very detailed electrical inpection form. This is a form that an electrician can use in many ways. Either as a foundation for what to look at on planned service for electricians or as a reminder to observe the whole electrical system when on any call. All of us at ContractorSelling.com would like to thank Ty bell for being so open to sharing . . . keep reading
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DOWNLOAD: Electrical Panel Presentation Sheet
By Joe Crisara
This is a presentation that was made and sold by one of our members for an electrical service renovation. The electrician who sold this said that the next highest price that was quoted by his competitor was for $3,900. Nonetheless, the customer who purchased this did so because of the amount of service that was provided in comparison to others. Look at the top option and the amount of extra service and warranty that is provided. After adding it up . . . keep reading
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DOWNLOAD: Your Wish Is My Command
By Joe Crisara
Remember when we younger and we first heard the story of the magic genie that would grant our every wish? I am sure that after hearing this parable as a child, you have no doubt often fantasized later in life about how wonderful it would be if we actually had such a resource that could make our every wish come true. The truth is that we actually do have this resource available to us. . . . keep reading
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DOWNLOAD: The Money Warning e-Book
By Joe Crisara
If you don't present the highest solutions, odds are it's because you are afraid. The fear of loss can wash over us when thinking about what your customer would do if you showed them what it would really cost for the MOST premium solution you could do for them. They might get upset, flood over with emotions, and throw you out of the house or at the very least create the perception of poor value which will lead to losing the job. This irrational fear is based on . . . keep reading
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DOWNLOAD: Leave The Proposal & We'll Call You Back
By Joe Crisara
Do I, or do I NOT leave my proposal behind? That is the question. This sounds like something our of a Shakespeare drama. In fact, it may be the most important determining factor that can identify you as being a fully evolved "sales closer." To what degree you have fully committed to an answer to question with the right answer. Are you a "Defcon Level 1 -- Human ATM Machine" sales professional? . . . keep reading
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DOWNLOAD: Life Balance Planning Worksheet
By Joe & Julie Crisara
The life balance worksheet can be used to plan both long term and short term goals. The worksheet is broken down into three different distinct areas, Business and professional which helps you think about future goals, opportunities and relationships. In the personal planning area it cover fitness, self planning and relationships for the personal part of your life, In the middle section the utility are help to take care of the assets both personal and professional. . . . keep reading
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DOWNLOAD: Verbal Packaging Common Repairs
By Joe Crisara
This report will illustrate some ideas on how to "re-package" the typical trade jargon when describing some common heating repairs to communicate the problem more easily to the customer while also making it sound more valuable. As you start to use verbal packaging in your approach you will see that the first person who is sold on a higher value for each repair is you the tech or sales person. You must be sold first before you can present . . . keep reading
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DOWNLOAD: Total Immersion Success Organizer 2008 Version
This file contains one of the most powerful management tools we have ever found in helping techs and sales people keep themselves accountable for their financial results.
This calendar allows the sales or service manager to look at the last week, month, quarter or year for trend that are occurring with their staff.
Simply have your techs or sales people track their activities daily. . . . keep reading
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DOWNLOAD: Sales Results vs Earnings Calculator
Are you earning what your worth? Use this calulator to find out the answer to the many questions about your sales results and earnings. You can use this to set goals to help you increase your pay. Also it can be a handy management evaluation tool that can aid in knowing whether a sales person is actually earning their keep or if they may deserve more money. Have fun projecting the what if. . . . keep reading
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DOWNLOAD: Managers Sales Call Debriefing Form
By Joe Crisara
What do you say to a sales person or tech that is burning through leads with poor results? The answer is not to say anything but instead to ask key questions that reveal what the problem or bottleneck may be. These questions help reveal the real problem with lost sales. Watch the response of the person you are questioning. The more fluidly that can answer . . . keep reading
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DOWNLOAD: Quarterly Revenue Results Scoreboard
By Joe Crisara
This revenue results scoreboard gives you and your technicians or sales people a visual trend of how they are meeting the goals of the company throughout the quarter. You and the rest of the company will know at a glance who is doing well and who could use more guidance. Download this sheet and have it blown up at your local printers or Kinko's to a poster board size, or even larger . . . keep reading
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E-BOOK: The Green Glossary
GREEN is a term now widely used to describe buildings designed and constructed with minimal negative impact to the environment and with an emphasis on conservation of resources, energy efficiency, and healthful interior spaces. Sustainability is measured in three interdependent dimensions: the environment, economics, and society--often referred to as the triple bottom line. . . . keep reading
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DOWNLOAD: SAMPLE - Drain Cleaning Presentation
By Joe Crisara
This is a sample of a drain cleaning presentation that was actually used successfully on a service call for a clogged kitchen sink drain. This is a common example of how age and neglect of a home drainage system can result in a much larger package being selected. Traditionally many plumbers make only a few hundred dollars for the "band-aid" solution. This particular presentation resulted in a solution over $2,000 being selected . . . keep reading
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DOWNLOAD: Verbal Packaging For Equipment Presentations
By Joe Crisara
This list was put together from the "Hour of Sales Power" weekly sales meeting participants. This document illustrate some ideas on how to "re-package" the typical trade jargon descriptions of a product or service to make it sound more valuable to the buyer. Add your own unique descriptions to the list to create more. Email ideas you have to joe@contractorselling.com and I will update this list . . . keep reading
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Total Immersion Clients Only Discount Price Page
"If you have ever wanted to experience our material LIVE but did not have the time or the resources to attend our full one week summit, now is your chance. You'll learn the inside secrets of the most successful HVAC, plumbing, electrical and handyman techs and sales people on the planet and leave with a simple step-by-step system for creating all the success you want!" . . . keep reading
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DOWNLOAD: Equipment Sales Presentation Sheet
By Joe Crisara
The following sheet is an example of a presentation which makes use of some of the "verbal packaging" elements that is taught in our Total Immersion summit training. The sheet included here is from a successful presentation made by Joe Crisara on an actual sales call. In this case the customer purchased the Platinum option. Note that there is no use of SEER, AFUE, brand names, industry jargon . . . keep reading
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ContractorSelling BLOG
