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Sales Training. Close It Now!
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Sales Training. Close It Now!

Author: Sam Wakefield

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Closing sales in the HVAC industry can be overwhelming and high pressure. Every episode we will break apart the components of a sales call and walk you through all the way to the close. We will cover everything from the basic structure of a great appointment to how to overcome all the objections that con be thrown at you. Whether you are a rookie or a seasoned expert, this show is for you!

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In this episode of the Close It Now podcast, we chat with Al Levi, the mastermind behind the 7-Power Contractor system. Although Al is usually known for his expertise in streamlining business operations, today he opens up about his real passion: sales.Al shares how strong systems can make your sales game smoother and more effective. He offers practical advice and real-world examples to help you connect the dots between a well-run business and hitting your sales goals. If you've been struggling to streamline your sales process, this episode is for you.Listen in to hear Al talk about the 7 powers and how they apply to your sales strategy. He also shares personal stories and lessons learned over the years, giving you a glimpse into how to shift your mindset and step up your sales game.Don't miss this chat with one of the best in the business if you're ready to rethink your approach to sales and boost your bottom line. You'll walk away with ideas you can put to work right away to make your business stronger and more successful!Make sure to check out www.closeitnow.net to learn more about our coaching programs, set up a discovery call to find out if coaching is right for you, or to book Sam to speak at your next event!You can also grab a copy of the Close It Now online course which has the complete sales system at www.hvacdoors.net
In this episode of the Close It Now podcast, "Kitchen Table vs. Truck: Where Should You Craft Your Winning Proposal?", we delve into the benefits of preparing your proposal at the kitchen table with the homeowner. Crafting the proposal in this setting allows you to foster a transparent relationship, explain the details clearly, and collaborate closely to create a personalized solution that resonates with your client. By addressing their questions directly and building trust through open communication, you position yourself as a trusted advisor, increasing the likelihood of closing the deal.We'll explore how this approach can improve your sales process, provide practical tips for mastering the kitchen table conversation, and discuss how to adapt to different homeowner personalities and preferences to optimize your proposal strategy. Tune in to discover how you can streamline your approach, build stronger client relationships, and close more deals effectively.To learn more about our training programs visit www.CloseItNow.netYou can also grab a copy of the Close It Now online course complete with the full sales system, an entire module on overcoming objections, and a module with guest Sam Taggart that covers Door 2 Door scripting for HVAC at --> www.hvacdoors.net
In this episode, we sit down with Brianna Mcadory, the Area Manager for a $50 million-a-year HVAC company and a trailblazer in the trades industry. At just 26, she's breaking stereotypes, not just by being young but also as a woman in a predominantly male field.Brianna shares her journey, from the challenges she faced to the mindset that helped her overcome them. We dive into what it means to be a young leader in HVAC, and how she's redefining expectations through her dedication and tenacity. She discusses the importance of personal growth, touching on how she stays motivated and constantly improves her skills.A major part of our conversation revolves around systems and Standard Operating Procedures (SOPs). Brianna talks about recognizing where these systems are missing and the steps she took to develop effective SOPs for her team. Whether you're in HVAC or any other industry, her insights into creating streamlined processes and fostering a growth-oriented mindset are invaluable.Tune in to hear about Brianna's inspiring story and get actionable tips on personal development, system-building, and leadership in the HVAC industry. This episode is packed with insights and practical advice you won't want to miss!Make sure to check out www.closeitnow.net to learn more about the training programs we offer and to find out how to book Sam to speak at your next event!
Episode Title: Mastering the Cattle Call: Taking Control of HVAC Estimates with ConfidenceDescription:In this episode of Close It Now, we tackle the common challenge of the 'cattle call' scenario in HVAC sales. When homeowners schedule multiple companies to provide estimates for a new HVAC system simultaneously, it can feel overwhelming. However, instead of avoiding or being intimidated by these situations, we discuss how to assert leadership, leverage local star power, and confidently take control of multiple estimates appointments.Key Points:Understanding the 'cattle call': Explore why homeowners opt for multiple estimates and the challenges it presents for HVAC sales professionals.Asserting leadership: Learn strategies for taking charge of the situation, setting yourself apart from competitors, and guiding the homeowner through the process.Leveraging local star power: Discover how to leverage your reputation and positive reviews in the local community to instill confidence in the homeowner and stand out among competitors.Taking control of appointments: Gain practical tips for managing multiple estimates appointments efficiently and effectively, ensuring each homeowner feels valued and heard.Building confidence: Explore techniques for boosting your confidence in high-pressure sales situations, allowing you to showcase your expertise and professionalism.Conclusion:Don't let the 'cattle call' scenario intimidate you! With the right strategies and mindset, you can turn these situations into opportunities to demonstrate your leadership, leverage your reputation, and ultimately win over homeowners with confidence and professionalism.You can grab the Close It Now online course here --> www.hvacdoors.netMake sure to visit www.closeitnow.net to learn more about the available training programs and to learn how to book Sam for your next event.
Join us on this episode of Close It Now as we sit down with Jason James, a highly accomplished Comfort Advisor, to explore the fascinating world of Indoor Air Quality (IAQ) sales. Jason shares his invaluable insights into his successful sales process and introduces us to the unique tools he employs to showcase IAQ issues to homeowners. From understanding the importance of IAQ to mastering effective sales techniques, this episode is packed with actionable advice for anyone looking to excel in the IAQ sales arena.Key Points:Introducing Jason James: Learn about Jason's background in the HVAC industry and his journey to becoming a top-performing Comfort Advisor.The Importance of IAQ: Discover why Indoor Air Quality is a critical consideration for homeowners and how it impacts their health and comfort.Jason's Sales Process: Gain insights into Jason's step-by-step approach to selling IAQ products and services, from initial consultation to closing the deal.Innovative Tools: Explore the innovative tools and techniques that Jason uses to effectively demonstrate IAQ issues to homeowners and drive sales.Success Stories: Hear real-life examples of Jason's recent successes in IAQ sales, including a behind-the-scenes look at a recent $26K/2 week sales milestone.Tips for Success: Jason shares his top tips and strategies for aspiring IAQ sales professionals, including the importance of building trust and focusing on customer education.Conclusion:Join us as we delve into the dynamic world of IAQ sales with Jason James and gain valuable insights that will empower you to elevate your sales game and make a meaningful impact on homeowners' lives. Whether you're a seasoned professional or just starting out in the industry, this episode is a must-listen for anyone looking to thrive in the competitive world of IAQ sales.Here is the link to the microscope mentioned. --> https://a.co/d/5A95s2DVisit www.closeitnow.net to learn more about Close It Now and the available training programs or to book Sam Wakefield as a speaker for your next event!You can grab the Close It Now online course at www.hvacdoors.netJoin the Facebook Community here --> https://www.facebook.com/groups/closeitnow/
Welcome to a monumental celebration on the Close It Now podcast - we're not just marking our 150th episode; we're also reveling in our astounding achievement of breaking into the top 2% of podcasts worldwide! This episode is nothing short of a milestone, and to add to the festivities, we're joined by none other than Jimmie Jayes, the business coach legend whose strategies have skyrocketed sales organizations to over $700 million.In This Episode, You'll Discover:The Art of Service-Driven Sales: Jimmie Jayes breaks down the core principles of building a sales strategy that's rooted in genuine service, transforming how you engage with your customers.Beyond Digital: Dive into the innovative realm of generating leads without relying on the digital world. It's a game-changer for those looking to expand their outreach strategies.Jimmie's Golden Nuggets: With a track record like his, every piece of advice from Jimmie is gold. Get ready to be showered with strategies that have proven their weight in sales again and again.A Celebration of Success: Join us as we reflect on our journey to the top 2% and what it means for the future of Close It Now. It's a heartfelt look at where we've been and where we're headed.Special Announcement: As we hit this incredible milestone, we're more committed than ever to bringing you the insights, strategies, and stories that can help elevate your sales game. Stay tuned for what's coming next - because this is just the beginning.Thank you for being an invaluable part of our journey to 150 episodes. Your support fuels our passion and drives us to continue delivering content that makes a difference in your professional growth. Here's to many more episodes, insights, and breakthroughs together!
Welcome to a special edition of the Close It Now podcast, where we're not just celebrating our incredible journey into the top 2% of podcasts worldwide, but also diving deep into the strategies that will revolutionize your HVAC sales approach. In this episode, Sam Wakefield takes you on a unique road trip, reminiscent of the early days of drive time university, filled with insights, reflections, and actionable strategies.What's Inside:The Celebration: Discover how Close It Now has climbed to the top 2% of worldwide podcasts and what it means for our community.The Permission Stack: Unveil the power of building trust and rapport by engaging clients in the sales conversation, ensuring they feel respected and in control every step of the way.The Benefit Lens: Learn how to effectively communicate the value of your services through the benefits they bring to your clients, transforming technical features into compelling reasons to buy.Why Listen:If you're looking to elevate your HVAC sales game, this episode is packed with golden nuggets. Whether you're on the road or at the office, join us for a journey that promises not only to enhance your sales techniques but also to inspire and motivate you to achieve greater success.A Road Trip Like No Other:As we navigate the roads and the world of HVAC sales together, this episode is a reminder of where we've been and where we're going. With the wind in our sails and the top 2% milestone in our rearview mirror, let's accelerate into the future of HVAC sales together.Tune in to "Top 2% Drive: Powering Sales with Permission & Benefits" and let's celebrate this milestone while gearing up for even greater achievements ahead. Your road to sales mastery starts here!
In this empowering episode of Close It Now, Sam Wakefield sits down with Ryan Cook, a seasoned financial advisor hailing from the heart of Salt Lake City, UT. Together, they delve deep into the world of financial intelligence and the art of making smart money choices specifically tailored for the HVAC industry. Whether you're a seasoned business owner or just starting out, this conversation is packed with golden nuggets of wisdom to help you navigate the financial landscape of your business with confidence and savvy.What You'll Learn:Financial Fundamentals for HVAC Success: Ryan breaks down the essential financial principles every HVAC professional should know.Investment Strategies: Discover investment tips that cater specifically to the HVAC industry, helping you grow your business and personal wealth.Risk Management: Learn how to safeguard your business from common financial pitfalls, ensuring long-term stability and success.Budgeting and Saving: Practical advice on managing your finances, reducing expenses, and maximizing savings without sacrificing service quality.Retirement Planning: Strategies for securing your financial future while building a legacy in the HVAC industry.Why You Can't Miss This Episode:Gain insider insights from a financial expert with a deep understanding of the HVAC industry's unique challenges and opportunities.Learn actionable strategies to enhance your financial intelligence, leading to better business decisions and increased profitability.Discover how to leverage financial tools and resources to give your business a competitive edge.Tune in to this episode of Close It Now for a masterclass in financial intelligence that will transform the way you think about money and business in the HVAC world. Whether you're aiming to boost your bottom line, expand your services, or simply gain financial peace of mind, Sam and Ryan have you covered.
In this compelling episode of Close It Now, we're thrilled to host Dave and Stephanie Postell, the powerhouse couple from Anchor Heating and Air. Join us as we delve into their remarkable journey within the HVAC industry, exploring the key strategies, challenges, and victories that have propelled their company to the forefront of service excellence and reliability.Discover from the Postells what it truly takes to cultivate a thriving HVAC business amidst today's competitive landscape. They'll share essential insights on maintaining high-quality service, embracing innovation for enhanced customer satisfaction, and adapting to the ever-changing world of HVAC technologies.Listeners will be treated to a behind-the-scenes glimpse of Anchor Heating and Air's commitment to innovation, a culture of continuous learning, and a dedication to putting customers first. This episode is a treasure trove of wisdom for anyone in the HVAC field, from seasoned professionals to those just embarking on their career.Dive into this episode of Close It Now for a dose of inspiration, practical advice, and the motivation needed to elevate your HVAC journey alongside industry giants Dave and Stephanie Postell.
In this captivating episode of Close It Now, Sam Wakefield engages with Brandon Barnum, the innovative founder of HOA.com and the author of "Raving Referrals." Brandon, renowned for his exceptional approach to generating referrals, unveils the secrets behind creating a referral system that continuously propels your HVAC business forward.Listeners will explore the nuances of referral generation, discovering the strategies for building trust and rapport with clients that transform every job into a potential referral goldmine. The conversation delves into leveraging your network for a steady flow of high-quality leads and employing Brandon's tested methods to boost your referral rates effortlessly.Moreover, the discussion highlights the psychological triggers that encourage clients to advocate for your business and how to exploit these for your benefit. This episode is laden with practical advice and insights drawn from real-world experiences, making it an essential listen for HVAC professionals aiming to skyrocket their sales through effective referral practices.Join us in this episode to revolutionize your referral strategy and watch your business achieve unprecedented growth. "Mastering the Art of Consistent Referrals" is your gateway to constructing a robust referral engine that drives your success. Tune in and embark on your journey to referral mastery.
In this illuminating episode of the "Close It Now" podcast, we sit down with the phenomenal Mary Brewington, an HVAC sales professional who has not just navigated but excelled in the HVAC industry with a staggering 90% close rate throughout 2023. As we celebrate Women's Small Business Month, Mary shares her journey, shedding light on the struggles and triumphs of women in the traditionally male-dominated HVAC sector.The conversation delves deep into the nuances of HVAC sales, with Mary offering invaluable insights into her approach that has led to her remarkable success. Listeners will be treated to an engaging role-play segment where Mary demonstrates her technique for door knocking, a skill that has undoubtedly contributed to her high close rate.But it's not all about sales tactics. Mary's story is a beacon of inspiration, highlighting the importance of perseverance, adaptability, and the courage to defy norms in pursuit of excellence. This episode is a must-listen for anyone in the HVAC industry, aspiring sales professionals, and those who champion the cause of women making significant strides in their fields.Tune in to learn, get inspired, and perhaps, find the spark you need to elevate your own sales journey or support the women in your industry to achieve greatness. Don't miss out on this compelling narrative of success, struggle, and the relentless pursuit of breaking barriers.
In this episode of the Close It Now podcast, we welcome Mitch Smedley, a renowned figure in the trades industry and the visionary behind The Void podcast, Trade Wins, and Smedley Plumbing. Host Sam Wakefield and Mitch embark on an in-depth discussion that merges practical wisdom with strategic insights from Mitch's extensive experience in the plumbing and trades sector. This episode is a rich resource for anyone looking to elevate their career or business in the trades.A standout feature of this episode is an engaging role-play scenario that simulates real-life sales situations, providing listeners with actionable strategies and communication skills to enhance their sales performance. This hands-on approach, coupled with a deep dive into sales philosophy, offers a fresh perspective on how to build lasting relationships with clients and close deals more effectively.Mitch and Sam also tackle the philosophy of sales success in the trades, emphasizing the importance of a consultative, trust-based approach over traditional sales tactics. Through a mix of personal stories and theoretical insights, they shed light on how to better understand client needs and offer solutions that genuinely meet those needs.This episode is a must-listen for HVAC professionals, plumbers, and tradespeople at any stage of their career. Whether you're looking to refine your sales approach or seeking inspiration to push your business forward, Mitch's expertise and Sam's insightful questions provide a wealth of knowledge and motivation to help you achieve your professional goals. Join us for a masterclass in sales strategy and customer engagement, tailored for the dynamic world of trades.
In this groundbreaking episode of the Close It Now podcast, Sam Wakefield sits down with the visionary Rich Walker, CEO and founder of Quik Forms, and a serial entrepreneur who embarked on his business journey at the tender age of 12. Rich, also an acclaimed author and a feature in both Slate and Inc. Magazines, shares his profound insights on the transformative power of belief systems in the realm of sales and beyond. Drawing from his rich entrepreneurial journey and the lessons encapsulated in his book, "It's My Life! I can change if I want to," Rich delves into the mechanics of effective change and how altering one's belief system can lead to monumental success in sales. This episode is a treasure trove of wisdom for anyone looking to elevate their sales game, offering practical strategies, personal anecdotes, and the motivational kick needed to embrace change and harness it for sales excellence. Whether you're a seasoned sales professional or just starting out in the HVAC industry, Rich's perspectives on belief systems, coupled with actionable advice, make this episode a must-listen for anyone aiming to transform their approach to sales and life.Book: http://amzn.to/iKPWK0LinkedIn: https://www.linkedin.com/in/quikformsceo/Website: www.quickforms.comPodcast: https://www.quickforms.com/podcast-blog
In this electrifying episode, we dive into the future of professional networking with none other than Brad Mortensen, the CEO and founder of Repcard, the company that's redefining the way we connect. Gone are the days of traditional paper cards; Brad introduces us to the dynamic world of digital business cards and the unparalleled benefits they offer. With Repcard leading the charge, we uncover how these digital wonders are not just a tool for sharing contact information but a comprehensive platform to showcase your professional identity, achievements, and so much more. Brad shares insider tips on making the most out of Repcard, from enhancing visibility in your industry to creating lasting impressions that go beyond the first handshake. Whether you're looking to elevate your networking game or seeking innovative ways to stand out in the digital era, this episode is a treasure trove of insights and inspiration. Get ready to transform your approach to connections and discover the endless possibilities that digital business cards bring to the table with Brad Mortensen and Repcard.
Drop everything and tune into this game-changer episode where we sit down with the legend, Brandon Stowe, mastermind behind Crackerjack Heating and Air and the revolutionary 'The Matrix' program. This isn't just any chat; it's a deep dive into the future of HVAC, where Brandon spills the beans on how 'The Matrix' is flipping the script on sales presentations, CRM, and AI-driven call centers, making it the Swiss Army knife for the HVAC industry.But wait, there's more. We're not just geeking out on tech; we're handing over the playbook of sales strategies that have powered Brandon to the top of the game. Imagine closing more deals before breakfast than most do in a month. That's the kind of gold we're dropping.If you're in HVAC and you're serious about supercharging your sales and operational efficiency, missing this episode isn't an option. Dive in to get the inside scoop on 'The Matrix' and start transforming your approach today. Let's crush it!
In this insightful episode of Close It Now, we sit down with Ian Schotanus, famously known as 'The H.R. Guy,' the leading Human Resources specialist for the trades. With his extensive expertise and the innovative approaches of Big Picture Consulting, Ian delves into the most pressing HR compliance challenges facing the HVAC and trades industries today. From navigating the complex landscape of employment law to practical tips for maintaining a compliant and efficient workforce, this discussion sheds light on the crucial aspects of HR management that can make or break a trades company. Whether you're a business owner, manager, or HR professional within the trades, Ian's insights offer invaluable strategies to enhance your company's compliance and operational success. Tune in to uncover the secrets to mastering HR challenges and propelling your business forward with confidence.
Dive into the heart of HVAC sales excellence with this game-changing episode of the Close It Now podcast, aptly titled "Close It Now: Mastering the Urgency in HVAC Sales." Host Sam Wakefield brings his electrifying energy and deep industry knowledge to the forefront, challenging HVAC professionals to adopt a champion's mindset to overcome the dreaded "let me think about it" objection from homeowners.In this episode, Sam goes beyond traditional sales techniques, exploring the critical role of emotional intelligence and psychological insight in creating a compelling sense of urgency. By tapping into the homeowner's emotions and understanding their hesitations, listeners learn how to craft persuasive narratives that encourage immediate action.Furthermore, Sam introduces a potent daily exercise, designed not just to practice but to perfect the art of closing. This isn't merely about repetition; it's about refining your approach through understanding, empathy, and strategic thinking, equipping you with the skills to turn potential setbacks into successful sales."Close It Now: Mastering the Urgency in HVAC Sales" is more than just an episode; it's a blueprint for those ready to elevate their sales approach, embody a champion's mindset, and significantly impact their success rate. Whether you're aiming to improve your sales skills or seeking innovative strategies to connect with clients on a deeper level, this episode promises to deliver value, insight, and the inspiration to achieve greatness in the HVAC industry.
In this episode of the "Close It Now" podcast, Sam Wakefield and Luke Miseyko of Always Be Recruiting dive deep into the art and science of crafting an unstoppable HVAC door-to-door sales team. Join us as we explore the foundational strategies and insider secrets that are key to identifying, recruiting, and nurturing the talent that will skyrocket your business. Discover how to attract the right candidates who are not just looking for a job but are passionate about making a difference in the HVAC industry. We'll cover everything from creating compelling job listings to conducting interviews that reveal true potential, and how to onboard your new hires in a way that sets them up for success from day one. This episode is packed with actionable tips and real-world advice for HVAC business owners and sales managers committed to building a team that delivers results and drives growth. Tune in to learn how to transform your door-to-door sales team into a powerhouse that stands out in the competitive HVAC market.
In this compelling episode of the Close It Now podcast, "Behind The Smokescreen," Sam Wakefield explores the nuanced art of permission-based selling, a technique essential for HVAC sales professionals aiming to navigate customer interactions more effectively. Sam dives deep into the psychology of the fight or flight response, revealing how traditional sales approaches can inadvertently trigger defensive reactions in homeowners. Through expert insights and practical advice, listeners will learn how to craft questions that seek permission, thereby fostering a sense of respect and collaboration in sales conversations. This episode not only demystifies the dynamics of customer engagement but also equips HVAC salespersons with the tools to create a more conducive environment for decision-making, ensuring clients feel heard, respected, and part of the sales process. Tune in to discover how to transform your sales approach and achieve better outcomes by making simple yet impactful adjustments to how you communicate with potential clients.
Hey Close It Now crew! Buckle up because this episode is a game-changer. We're chatting with John Renken, the mastermind behind Sales Platoon (find more at mysalesplatoon.com), and it's an episode brimming with inspiration and opportunity.John's here to spill the beans on Sales Platoon, a unique program that's flipping the script on what it means to transition from military life to a rockstar career in sales. This isn't just any sales training; it's a deep dive into harnessing the exceptional skills our veterans possess—think discipline, leadership, and an unbreakable spirit.We delve into the nitty-gritty of how Sales Platoon is not only a lifeline for veterans looking for their next chapter but also a goldmine for businesses seeking that rare blend of talent and tenacity. John shares some uplifting success stories, proving just how impactful this program is for everyone involved.If you're a veteran curious about a sales career or a business owner on the hunt for your next top salesperson, mysalesplatoon.com is where you want to head next. John breaks down how easy it is to get involved, whether you're aiming to upgrade your career game or inject some fresh, motivated talent into your sales team.This chat with John isn't just enlightening; it's a call to action for anyone ready to embrace the potential of our veterans in the civilian workforce. So, tune in, get inspired, and see where Sales Platoon can take you or your business.And hey, don't forget to subscribe to Close It Now for more of the good stuff—strategies, stories, and insights that'll keep you ahead of the game in the sales world. Share this episode, and let's spread the word about the incredible opportunities Sales Platoon is creating.
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