Discover how top HVAC enterprises standardize service-to-sales conversion to achieve massive revenue consistency.

ClimatePro Heating & Cooling Overview

ClimatePro, a leading multi-regional HVAC and Plumbing service provider, recognized that their service fleet was a crucial, but inconsistent, sales channel. Technicians were experts in repair but frequently missed opportunities to upsell Preventative Maintenance Agreements (PMAs) and system replacements.

They needed a scalable way to turn every service visit into a revenue-generating conversation.

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The Challenge

Technicians failed to sell high-margin maintenance contracts.

Technicians struggled to transition from a technical diagnosis to a soft-sell pitch without feeling awkward or pushy. This failure to upsell led to highly unpredictable recurring revenue and missed high-margin sales opportunities.

Key Pain Points:

• Inconsistent conversion rates for PMAs across territories.
• Technicians lacking confidence in presenting financing options for high-value replacements.
• Slow training of CSRs on handling high-stress emergency calls.
• Lack of centralized data showing why certain technicians failed to upsell.

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The Solution

Standardized AI upsell pitch secured recurring revenue.

ClimatePro adopted the AI Roleplay Platform, focusing on Service-to-Sales Mastery for their field teams. Scenarios forced technicians to practice the conversational handoff from diagnosis to offering the benefits of long-term contracts and system upgrades.

How They Used It:

• Created custom Service-to-Sales Scenarios focused on PMA upsell and upgrade lead generation.
• Used the Manager Dashboard to pinpoint which technicians needed coaching on specific objections (e.g., "I already have a guy").
• Set mandatory Certification Thresholds for all new hires before they entered the field.
• Uploaded their specific PMA contract benefits for the AI to reference.