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

There Is An Art To Producing A Good Optional Close

July 20, 2002
The “optional close” is good, but just know that there are good options and there are bad options.

A good optional close is, “Do you want this specific air conditioner with this specific air cleaner?” Another good optional close is, “Do you want to go ahead and get this specific furnace while you’re changing out this specific air conditioner?”

A bad optional close is, “Do you want the 10-SEER model or the 12-SEER model?” Or, “Do you want the 80-AFUE furnace or the 90-AFUE furnace?” Or, “Do you want a heat pump or a ‘straight cool’ air conditioner?”

Those are exactly the kinds of decisions that cause the customer to say, “I need to think it over.”

By the time you get to quoting the price and closing the sale, those issues need to already be put to bed. A sale is a series of small commitments made one at a time.

One of the biggest problems salespeople run into is when the only commitment they’ve asked the customer to make is the final commitment, and frankly, that’s just too large of a commitment for most people to make. Most people have difficulty making decisions. That’s why I say that a good closer is actually someone who’s good at helping people make decisions.

You need to get a commitment on which unit they’d prefer prior to your first attempt at closing the sale.

LOOK AROUND

How do you know which air conditioner, furnace, or boiler to recommend? Your inspection will help you with that.

As you know, I always do a complete inspection as part of my sales calls. This includes looking over their exposed ductwork and wiring and removing all access panels on their existing equipment. I also check the airflow in every room by putting my hand to the register while the blower is running. This results in my seeing every room of the house. Consequently, I also see pretty much everything they’ve ever bought and held onto.

Looking for quick answers on air conditioning, heating and refrigeration topics? Try Ask ACHR NEWS, our new smart AI search tool. Ask ACHR NEWS →

During these inspections, you can also look for buying habits. Be careful not to look like you’re “casing the joint.” Just be observant. For instance, do they have a big screen TV and other sophisticated electronics or expensive items? Do they have a $1,200 vacuum cleaner? Do they have the complete set of the Encyclopedia Britannica? Those two products, in particular, should tell you that they do buy from in-home salespeople; that when they buy, they buy the best; and that they tend to finance their purchases. That should help you in deciding what equipment to recommend.

When you do check the airflow of every room in the house, you’ll be the only HVAC salesperson they see who does — and that type of conscientious approach is exactly the thing that will set you apart from your competition. It also helps to avoid complaints after the fact. I mean, you’d hate to change the outdoor unit, the coil, and the line set for someone because they thought that would improve their airflow enough to get more air into their back bedroom, wouldn’t you?

Most people have an airflow problem of some sort and duct modifications make for excellent add-ons. Additionally, your proposal will be the only proposal that includes duct modifications, so it will make a direct comparison between you and your competitors, who quoted only equipment and didn’t look their entire system over. It also makes your competitors seem less thorough than you are, which, if they didn’t check the customer’s airflow, they are.

Usually by the time I get to making my recommendations and closing the sale, I’ve learned what they do for a living and where they work, which gives me a pretty good feel for their income. I also know how long they plan to live in the house and how they hope to benefit by replacing their equipment.

All this helps me to help them decide what features and benefits they expect from their new equipment and directs me toward making an appropriate recommendation.

THE RECOMMENDATION

Don’t go over the entire product line. Make a solid recommendation on one specific furnace, boiler, and/or air conditioner. This is not withholding information. If they have received other bids, others will have gone over all that with them anyway. Who’s better qualified to select the right equipment for the job, a homeowner (with no HVAC experience) or you? Besides, they usually defer to your better judgment anyway, don’t they?

VARIATION IS GOOD

If you learn the type of equipment everyone else has already quoted them on, recommend something entirely different. There’s no point in quoting the same thing everyone else has. There will be very little difference between your quote and everyone else’s, except that their price for a comparable product is lower.

If everyone else has already quoted them on a straight 80% furnace, recommend a two-stage furnace, a 80% or a 90%. If everyone else has quoted them on a 14-SEER air conditioner, recommend something different, even if it has to be a lower-grade model like a 10 SEER.

Get them to make some small decisions before asking for the order. Listen, if they can’t decide what equipment they want, they’re not going to be able to decide to buy either.

This is a classic example of why I say that, regardless of all circumstances, including any difference in price, your customers (as well as yourself and all of us) usually wind up buying from the best salesperson.

By the time you get to quoting the price, they need to be used to making decisions and know exactly what they want. Then all you have to do is agree on the price.

In my next article, I’ll cover some additional tactics you can use to survive the “I want to think it over” objection.

Sidebar: ‘Sales Survival School’

Upcoming Dates:

Sept. 10-13
Oct. 22-25
Nov. 12-15

All schools are held at HVAC Profit Boosters Inc. in Ft. Myers, FL. For more information, contact Greer at 800-963-4822.

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).

Publication date: 07/22/2002

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.  
    News
    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 Contracting
    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

Trump-Section-232.jpg

Trump Reduces Section 232 Tariffs on HVAC Equipment to 15%

R410A-Refrigerant-Cylinder.jpg

Refrigerant Recovery is a Revenue Opportunity

Heat-pump-cutaway.jpg

PFAS Rules and A2L Building Codes Continue to Evolve

Kroger.jpg

Kroger to Spend $100 Million to Reduce Refrigerant Leaks

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 9, 2026

Before You Go All In on AI: Set Up Your Business to Actually Win

In this webinar, we'll walk you through exactly what to get in place before you add AI to your business. You'll leave with a clear picture of where you stand today and a practical action plan to set yourself up for real results.

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
A2L Refrigerants - Free Webinar - May 21, 2026

Related Articles

  • Ira Goldschmidt, P.E.

    The Crucial Piece of Building Automation is an Art and a Science

    See More
  • There Is An Industry Jewel In Big Rapids, Michigan

    See More
  • Selling Up - Is It An Art Or A Science?

    See More

Related Products

See More Products
  • new cover.jpg

    Profit is An Attitude: The Strategies You Need to Optimize Profits

  • Lessons Learned in a Boiler Room: A common sense approach to servicing and installing commercial boilers

  • air came to a stop.jpg

    The Air Came to a Stop

See More Products

Events

View AllSubmit An Event
  • April 14, 2026

    Inside HVAC Lending: What Contractors Need to Know to Close More Sales

    On Demand From this webinar, attendees will learn how to use financing as a strategic sales tool for growth in a repair market. 
View AllSubmit An Event

Related Directories

  • DunAn Microstaq Inc.

    DMQ's closed loop control solutions optimize HVACR system performance via precise superheat control and rapid response. Electronic expansion valves; valve controllers; sensors, superheat, pressure, temperature.
  • A to Z Sales & Marketing

    We strive to revolutionize indoor living through innovative solutions that improve air quality, enhance comfort, and promote sustainable living for people around the world.
×

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