May Checklist: Is Your Team Ready for Peak Season?

Spring is heating up, and that means one thing: peak HVAC season is here. With more leads and tighter schedules, now’s the time to make sure your sales process is running at full speed.

Here’s a quick Sales Builder Pro checklist to get your team ready to close more jobs, faster—without dropping the ball.

✅ 1. Are Your Promotions Up to Date?

Before your reps walk into their next appointment, make sure your rebates, and seasonal promotions are current in Sales Builder Pro. No more digging through spreadsheets or making pricing guesses in the field.

✅ 2. Are You Using the eSign Toolkit for Follow-Ups?

Every missed signature is a missed opportunity. Make sure you’re using:

• Mobile-friendly eSignatures via text or email
• Proposal view tracking to know who’s engaged
• The Hot & Cold Report to prioritize daily follow-ups

Haven’t tried it yet? [Learn more about upgrading to the Toolkit →]

✅ 3. Are New Reps Trained on Sales Builder Pro?

Got a new team member? Don’t wait for summer to ramp them up. Point them to:

• Your custom-branded proposals
• Our training library and [Quick Start Guide →]
• A live onboarding session with our team (we’re happy to help!)

✅ 4. Is Your Financing Process Easy for Customers?

Many homeowners need low monthly payments to say yes. Make sure financing options:

• Are ready to go in your proposals
• Talk about monthly payment estimates clearly
• Include Rewards Pro, if available, for no dealer fees

✅ 5. Are You Ready to Sell Ductless On the Spot?

Ductless jobs are some of the highest-margin installs—but only if you can spec and quote them on the first visit. Use Sales Builder Pro’s ductless design tools to:

• Choose compatible indoor units
• Avoid design mistakes
• Win without second appointments

👇 Need Help with Anything?

Whether you need to update your pricing, train a new rep, or activate the eSign Toolkit, we’ve got you covered.

👉 [Schedule a check-in with our support team →]

Let’s make this your best season yet!