If you’re already using Sales Builder Pro, you’ve taken a major step toward a more profitable HVAC business. But are you using all the tools at your fingertips?
Here are 5 ways Sales Builder Pro customers can boost profitability—without hiring more staff or adding more trucks to the road.
1. Close More Jobs on the First Visit
Every return visit costs time and money. With Sales Builder Pro, you already have the tools to close the deal on the spot—digital proposals, instant pricing, branded presentations, and financing options.
✅ Pro Tip: Make sure your team is trained to present the proposal immediately and walk through payment options before leaving the home.
2. Use the eSign Toolkit to Follow Up Smarter
Not every job closes on day one. But with the eSign Toolkit, you can stay in the driver’s seat:
-
Send proposals by text or email
-
Get real-time alerts when they’re opened
-
Use the Hot & Cold report to follow up with purpose
🔥 Reps are landing next-day deals by following the data in their Toolkit reports.
3. Offer Financing Without Dealer Fees
If you're enrolled in Rewards Pro, you’re already winning with low monthly payments and no dealer fees. But are your techs offering it on every job?
💡 Make it standard—mention financing early and often, even on service calls. Customers are more likely to say “yes” when they know they can afford it.
4. Cut Proposal Time and Boost Volume
Are you using every time-saving feature in Sales Builder Pro? Things like:
-
Branded proposal templates
-
Product comparisons
-
Ductless design tools
-
One-tap add-on recommendations
⏱️ These features aren’t just for show—they save reps hours per week, giving them time to run more appointments and close more jobs.
One customer has even reported that they have an 80% reduction in proposal prep time and obtain $330,000 more per sales rep by using Sales Builder Pro.
5. Stand Out With Pro Branding
First impressions count. With our Pro Branding feature, make sure your materials are being used consistently:
-
Make sure your proposals are up to date with your branding
-
Email the Sales Builder Pro team with any updates or summer specials you would like to add
🎯 Customers are willing to pay more when they perceive more value—and your brand presentation is key.
As Michael Wiley from Bee Right There stated, " Working with Sales Builder and their Pro Branding has been a game-changer. Their creativity and attention to detail helped elevate our brand to the next level. From strategy to execution, they delivered exceptional results that truly set us apart from the crowd. Highly recommend!"
Want to Do Even More?
You already have the best HVAC sales system. But if you're not using features like the eSign Toolkit or Pro Branding, you're missing out on even more ways to increase your profits.
👉 Reach out to book a feature refresher to make sure you’re getting the most out of Sales Builder Pro.
