Sell & Install
Comfort Advisor / Replacement Estimator
8 copy-paste workflows for the comfort advisor / replacement estimator desk. Each one is a prompt you can use today.
- 10 min per visit Explain financing options Financing options explanation Copilot · ChatGPT · GeminiOpen →
- 5 min per estimate Follow up on an unsold estimate Follow-up on an unsold estimate Copilot · ChatGPT · GeminiOpen →
- 30 min per proposal Write a good/better/best system proposal Good-better-best system proposal Copilot · ChatGPT · GeminiOpen →
- 15 min per visit Prep for an in-home consultation In-home consultation prep Copilot · ChatGPT · GeminiOpen →
- 10 min per visit Explain load calculations and sizing in plain English Load calc and sizing explanation Copilot · ChatGPT · GeminiOpen →
- 30 min once Handle 'it's too expensive' and 'we'll think about it' Objection handling Copilot · ChatGPT · GeminiOpen →
- 15 min per sale Hand off a sold job to the install team Post-sale handoff to install Copilot · ChatGPT · GeminiOpen →
- 15 min per proposal Summarize rebates and tax credits Rebate and tax credit summary Copilot · ChatGPT · GeminiOpen →