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

When Cautious Thinkers Need You to Take Charge

By Michael O'Grady
May 19, 2011

Have you ever been out to dinner with a group of people and, when it comes time to order, there is that one person completely overwhelmed by this decision? “Come back to me after everyone else orders,” he’ll say. When the waiter comes back, he still needs coaching from the group.

In the book People Smart in Business by Tony Alessandra and Michael J. O’Connor, the way people make buying decisions is explored. You would most likely categorize this indecisive and overwhelmed dinner guest as a cautious thinker. This is a person who will prolong and agonize over a buying decision, especially if there is a significant dollar amount at stake.

After being in the residential HVAC replacement business for nearly 20 years, I’ve seen my share of cautious thinkers. When this cautious thinker is in research mode (getting their estimates) it can be painstaking for a sales person. To win their business, you need to be patient and understand the cautious thinker’s process. I have success selling to cautious thinkers and maintain my 50 percent closing rate. I also know when it’s time to walk away (for my own well being and sanity).

One of the most challenging situations for a cautious thinker is when they are forced to make a decision prior to completing their psychological process. I encountered one of these situations when I recently met one of my service technicians out at a house. The customer had his 50-year-old hot water gas boiler shut down by the gas company for an unsafe condition. As I arrived, my service technician was explaining for the fifth time that the heating system had to be replaced. The customer wanted the service technician to try to clean the 50-year-old leaking gas boiler and then turn the gas back on.

To most people that sounds like a ridiculous and unsafe request. To the customer, the epitome of a cautious thinker, his request was quite natural. It was 10°F outside and the temperature in the house was down to 45° and dropping. The customer was beside himself because he was unable to do his research, get his 6 estimates and make the buying decision at his own pace.

After empathizing with the customer, I needed to take charge quickly. I re-explained the safety issues we were facing: carbon monoxide poisoning, freezing cold temperatures, and the potential of pipes that will burst.

I was able to calm the customer with my credibility book. This is a book full of testimonial letters, references, copies of my certificate of insurance, and some notable organizations with which we were members. The last piece of the puzzle was a copy of my competitor’s estimates to prove our prices were competitive. In the end, I needed to have a take charge attitude with the customer for his own good.

I said to the customer, “I need your authorization right at the X_______ and I’ll get this heating system in for you today.” To ease the burden we were able to offer him a one-year interest-free payment plan. If I didn’t take control of the situation, the customer could have been a victim of his own cautious thinker personality type. This could have cost him and his family time, misery and more money in the long run.

Michael O'Grady is the author of the new book, “Selling at the Kitchen Table: A Contractor’s Guide to Closing the Deal”. He offers sales training seminars, private coaching sessions and products for sales professionals, managers, contractors and business owners.

Share This Story

Well known in the services industry for his tenacious, self-disciplined, and self-motivated selling and training style, Michael O’Grady is an accomplished HVAC sales manager, coach, author and publisher. He conducts regular seminars and webinars and is founder of the online sales training resource, www.sales-psychology.com.

Recent Comments

Small Fixes That Made a Big Difference

Small Fixes That Made a Big Difference

Great article....

Increase in decorative HVAC air distribution products due to tariffs

Nice job Mr. Zollinger! I can see why...

Blog Roll

Guest Blog

Opinions

Editors Blog

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
×

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