ACHR News
search
Ask ACHR NEWS AI
cart
facebook twitter instagram linkedin youtube
  • Sign In
  • Subscribe
  • Sign Out
  • My Account
ACHR News
  • NEWS
    • Breaking News
    • New HVAC Products
    • Featured Products
    • Manufacturer Reports
    • HVAC Data
    • Legislation
    • ACHR NEWS Centennial
  • RESIDENTIAL
    • Air Conditioners
    • Furnaces
    • Residential Heat Pumps
    • Ductless
    • Residential IAQ
    • Testing, Monitoring, Tools
    • Components & Accessories
  • COMMERCIAL
    • Air Handlers
    • Rooftop Units
    • Chillers and Cooling Towers
    • Commercial Heat Pumps
    • Boilers and Hydronics
    • VRF/Ductless
    • Commercial IAQ
  • REFRIGERATION
    • Refrigerants
    • Refrigerant Regulations
    • Leak Management
  • CONTRACTOR PRO
    • Geothermal
    • Homeowner Study
    • VRF and VRV Ductless
    • Unitary Trends
  • EDUCATION
    • Training and Education
    • Business Management
    • Service and Maintenance
    • Continuing Education
    • Market Research >
      • HVAC Brand Awareness Report
      • VRV, VRF, VRVZ Report
      • Unitary Trends Report
      • Water Heat Professionals Report
    • Webinars
    • Sponsor Insights
    • eProducts Info
    • White Papers
  • EVENTS
    • HVAC Contractor Forum
    • Industry Events and Webinars
  • MEDIA
    • Videos
    • AHR Expo 2025 Videos
    • Podcasts >
      • ACHR News Podcast
      • HARDI Podcasts
      • AHR Expo Podcasts
      • ACCA Podcasts
    • Interactive Spotlights
    • Quizzes
    • eBooks
    • HVAC Talkback
  • HVAC GROUP
    • ACHR NEWS >
      • Current Issue
      • Digital Edition
      • Subscribe
    • Distribution Trends
    • SNIPS NEWS >
      • Join SNIPS NEWS
    • Engineered Systems News >
      • Join ES News
    • HVACR Directory
    • Contests
    • Newsletters
    • Contact
    • Advertise
    • My Account

Presenting The Price On Replacement Sales Calls

June 19, 2002
Have you ever given an excellent presentation and presented the price on your beautifully designed proposal form, only to have them say, “You’ve done a terrific job here and are certainly the most professional person we’ve ever had come to our home. The Missus and I have it on our calendars to consolidate our information and make our decision tomorrow night, and we’re 90% certain we’re going to go with you. This all looks good. What time do you get into work in the morning”?

Those are almost the most disheartening words a salesman can hear. You’re 90% of the way toward getting the job, but you don’t have it yet — and 90% of a sale is actually no sale, isn’t it?

What caused this situation, and what can be done to prevent it from occurring in the first place?

Let’s get one point straight up front: Once they have your written proposal, you’re done. You’re no longer needed. So the first step in preventing this scenario from occurring is to not give them the proposal until you feel your time on that call is played out and you’re about ready to leave. Your proposal may be an excellent “closing tool,” but don’t use it as your first close.

SALES VS. SERVICE

How do you quote the price if you’re not doing it on your printed proposal form?

I use the “Paper Towel Close” when I’m running a sales call, but I format it a little differently than I do when running service.

I use a clean sheet of lined, 8-1/2-by-11-inch paper. At the top of the page, using the center of the page as my left margin, I list four or five of the benefits they’re desiring in replacement equipment — such things as “cooler master bedroom, quieter, less dust, will pay for itself,” etc.

I then skip a line or two and list everything I’m recommending, putting each item on a separate line to fill out the sheet of paper nicely, and using the normal left margin about an inch from the left side of the paper:

  • High-efficiency air conditioner
  • Indoor coil
  • Refrigerant lineset
  • Duct modifications
  • 10-year parts & labor warranty
  • 1-year maintenance agreement
  • Thermostat
  • Removal of old equipment
  • Cleanup
  • Sales tax
  • Permit
  • Labor
  • Everything.

    Below that, I list a bottom-line total price for the job, again, putting it near the center. Under the price, I write, “No down payment,” and below that I write the payment amounts and their term (length of time of the loan). Don’t use dollar signs ($); they make the numbers look bigger.

    Below all that, I list an option or two. I might write something like, “To add high-efficiency, high-capacity air cleaner,” then show the standard price of the air cleaner when it’s installed on its own, then subtract a discount of a few hundred dollars when it’s done as part of an air conditioning installation with a line underneath it, and the final price of the air cleaner.

    (Note: I’ll cover “good” options vs. “bad” options in my next article.)

    Delaying handing them the formal proposal provides you with a built-in tactic you can use for the “I want to think it over” objection. When you haven’t given them the formal proposal yet, you can pull out a blank proposal form and ask, “Would you like me to write everything down on this form so we have a clear understanding of what I’m recommending and the price and the payment terms?”

    Who’s going to say, “No”?

    During the few minutes of silence you’ll have while completing the form, you’ll have the time to “re-strategize,” to determine what course of action to take next and where you’re going wrong. (More than likely, there’s a hidden “price objection” in there somewhere, which I’ll cover for you in future articles.)

    Sometimes, the few moments of silence everyone gets while you’re filling out the proposal form is all the time they’ll need to think things over and make their decision.

    Since people can’t stand silence when two or more people gather together, they’ll often start talking. If you listen, they’ll often tell you exactly what you need to say in order to close the sale.

    Occasionally, they’ll break the silence by asking a personal question, the most popular one being, “Are you married, Charlie?” When they ask that, I know that they’re more than likely the type of people that base their buying decisions more on whether or not they like you than on factual information.

    When that occurs, it’s time to turn on the charm and show them what a sweet, giving person you are. This “off topic” type of conversation causes me to stop filling out the form and socialize a bit. Frequently, by the time I’ve gotten around to completing the form, they’ve made their decision to buy.

    Once you’ve completed the form, go over it with them verbally, using the form as a sales aid. Your proposal form should have a list of all your great warranties, like “100% Satisfaction Guarantee” and other reasons for choosing your company for the job, like “Technicians to take all necessary steps to protect customer’s property.” Going over the points on the proposal results in an opportunity to do another “sales pitch” in summary form, and helps them realize that they really want to do business with you and your company.

    So, don’t make the “proposal close” your first close. Make it one of your final closes and you’ll have more time and more options to overcome the “I want to think it over” objection.

    Greer is the owner of HVAC Profit Boosters Inc. and the instructor of the “Sales Survival School” in Ft. Myers, FL. For more information, call 800-963-4822 or visit www.hvacprofitboosters.com (website).

    Sidebar: ‘Sales Survival School’ Dates

    Sept. 10-13
    Oct. 22-25
    Nov. 12-15
  • Looking for quick answers on air conditioning, heating and refrigeration topics? Try Ask ACHR NEWS, our new smart AI search tool. Ask ACHR NEWS →

    Share This Story

    Looking for a reprint of this article?
    From high-res PDFs to custom plaques, order your copy today!

     

    Recommended Content

    JOIN TODAY
    To unlock your recommendations.

    Already have an account? Sign In

    • HVAC-enrollment

      The Trades Are Back: HVACR Programs See Nearly 30% Enrollment Spike

      A new wave of future technicians is entering the pipeline.  
      Training and Education
      By: Matt Jachman
    • 2025 Top 40 Under 40

      2025 Top 40 Under 40 HVACR Professionals List

      The 11th annual Top 40 Under 40 list highlights those...
      HVAC Light Commercial Market
      By: Hannah Belloli-Oster
    • LG Ductless Mini-Split Systems

      The 9 Types of Heat Pumps

      As the U.S. moves toward electrification, heat pumps are...
      Air Source Heat Pumps
      By: Joanna R. Turpin
    Subscription Center
    • Create an Account
    • Start a Subscription
    • Manage My Account
    • Sign Up for Newsletters
    • Visit Customer Service
    • Update Preferences

    More Videos

    Sponsored Content

    Sponsored Content is a special paid section where industry companies provide high quality, objective, non-commercial content around topics of interest to The News audience. All Sponsored Content is supplied by the advertising company and any opinions expressed in this article are those of the author and not necessarily reflect the views of The News or its parent company, BNP Media. Interested in participating in our Sponsored Content section? Contact your local rep!

    close
    • Piggy Bank
      Sponsored byWatercress Financial

      Energy Prices, Inflation, and HVAC: What Today’s Homeowners Care About

    • Refrigerated Food
      Sponsored bySolstice Advanced Materials

      R-455A Refrigeration: A Cold Storage Solution for the Future

    • Airex Rooftop Units
      Sponsored byAirex Manufacturing Inc

      Consolidating Roof Penetrations: A Growing Trend in Multifamily HVAC Design

    Popular Stories

    HVAC-Price-Increase-graphic

    HVAC Price Increase List: June 2026

    Refrigerants-and-gauge.jpg

    HVAC Industry Warns of Counterfeit Refrigerants Entering U.S. Supply Chain

    U.S. Supreme Court building

    95% Furnace Efficiency Rule to Get New Hearing

    Midea-training.jpg

    HVAC Workforce Crisis Expands Beyond Technicians to Instructor Shortages

    Data_Center_facility.jpg

    HVAC Manufacturers Respond to Growing Data Center Backlash

    View The ACHR NEWS
    Centennial Anniversary Timeline

    The ACHR News Timeline Chart
    Submit a Letter
    Submit a letter to our editors.

    Events

    November 6, 2025

    Next-Gen Data Center Cooling: HVAC Innovation and Real-World Solutions

    On Demand As AI workloads and high-density computing push traditional cooling methods to their limits, the data center industry is accelerating the adoption of next-generation HVAC technologies.

    June 23, 2026

    HVAC Duct Sealing Mastics: Why Selection Matters

    In this webinar we will detail what HVAC material buyers and technicians need to know when selecting duct mastics, including matching mastic to substrate, alternatives to liquid mastic, and where UL 181 Listings fit into real world installations.

    View All Submit An Event

    Poll

    Summer Staff

    Are you fully staffed for the summer season?
    View Results Poll Archive

    Products

    BNI Mechanical/Electrical Square Foot Costbook, 2026 Edition

    BNI Mechanical/Electrical Square Foot Costbook, 2026 Edition

    See More Products
    HVAC Duct Sealing Mastics: Why Selection Matters - Free Webinar - 6/23/2026

    Related Articles

    • Presenting The Price When Running Service Calls

      See More
    • Presenting The Price: What To Say And How To Say It

      See More
    • Presenting the ‘Vision' Speech

      See More

    Related Products

    See More Products
    • Converting Phone Calls Into More Sales - DVD

    See More Products

    Related Directories

    • Carrier, Replacement Components

      Replacements Components is the parts division of Carrier dedicated to after sale support of the Carrier/Bryant/Payne/ICP equipment brands.
    • PriceDuct

      Exclusively for Sheet Metal Connectors customers, PriceDuct is a ductwork cost calculator and the easiest way to quote and order duct, period.
    ×

    Sign Up. Stay Informed.

    The #1 trusted source for the HVACR industry since 1926

    SUBSCRIBE
    • RESOURCES
      • Advertise
      • Contact Us
      • Advisory Board
      • Classifieds
      • Submit a Letter
      • Directories
      • Store
    • ACCOUNT CENTER
      • Create an Account
      • Start a Subscription
      • Manage My Account
      • Sign Up for Newsletters
      • Visit Customer Service
      • Update Preferences
    • SERVICES
      • Marketing Services
      • Reprints
      • Market Research
      • List Rental
      • Survey/Respondent Access
    • STAY CONNECTED
      • LinkedIn
      • Facebook
      • Instagram
      • YouTube
      • X (Twitter)
    • PRIVACY
      • PRIVACY POLICY
      • TERMS & CONDITIONS
      • DO NOT SELL MY PERSONAL INFORMATION
      • PRIVACY REQUEST
      • ACCESSIBILITY

    Copyright ©2026. All Rights Reserved BNP Media, Inc. and BNP Media II, LLC.

    Design, CMS, Hosting & Web Development :: ePublishing