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

Nexstar Coach’s Blog:

Don’t Let Missed Opportunities Just Disappear

By Tracy Robinson
September 9, 2016

Let’s imagine a call is booked with your company, but the customer calls in to cancel. What happens next? Do your customer service representatives (CSRs) simply say, “OK, thanks”?

What happens to those lost opportunities? Do you ask questions as to why the customer cancelled? Did they get their problem or need addressed? Do you offer to reschedule them right then and there? If these questions have you scratching your head, it’s time to revamp some of your processes.

Every successful company should have a plan for following up on lost opportunities along with missed opportunities. Anything we track tends to improve, because that is what we focus on. I would ask you to start tracking the number of cancelled calls along with the reasons why. This will help you identify areas of improvement within your company. These lost or missed opportunities could be due a staffing issue, lack of value built, timing, etc. You simply don’t know what you don’t know.

What about calls that are not booked? Are you just letting these calls slip away, along with the possibility of added revenue? I would suggest having someone in your office call each and every customer on that list before leaving your office the same day. I like the buddy system, in which a CSR who doesn’t book a call has someone they can give the customer’s information to. That second person will then call that customer back and attempt to book the call. Sometimes this simple practice will be enough to book the call. However, more importantly, before the CSRs leave for the end of the day, call back each and every customer who wasn’t booked and simply ask if they got their problem taken care of. The call would look something like this:

“Mrs. Customer, hello; this is Tracy from XYZ Company. You called earlier regarding your air conditioning unit. I was simply calling to make sure you were able to get that problem all fixed up. I still have availability for Monday or Tuesday, and I would love to have the opportunity to earn your business.”

This simple call speaks volumes to customers. It shows them that you care, especially for following up with them when they already told you they found someone who could get there sooner or that was cheaper. Even if they have already had the problem fixed, they still walk away feeling valued. You will have left a lasting impression on them, which they may share with others needing service. They may also call you for future needs or wants. The premise behind this call is that you have made a customer feel like more than a number or dollar amount.

This going above and beyond is what truly sets the successful companies apart from the mediocre companies. Check back on this blog for more great ideas!

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

KEYWORDS: Customer Service and HVACR HVAC sales Leadership and HVACR

Share This Story

Headshot tracy robinson

Tracy Robinson is a business coach at Nexstar who focuses on the successful implementation of Nexstar processes within contractor call centers. She brings direct experience from several PHCE-industry roles, including call center representative, dispatcher, call center manager, corporate trainer and employee development manager. To learnmore, visit nexstarnetwork.com, call 888-240-7827, or email membership@nexstarnetwork.com.

Recent Comments

Great article

Agree Completly

Butch Welsch

People who really want the job are the...

Nexstar Network Training Implementation Coach

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
  • An illustration shows a house with a geothermal heating system. Pipes are depicted running underground.
    Sponsored byClimateMaster

    Residential Tax Credits Are Ending, But Demand Continues

  • 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

Popular Stories

price-raising-practices.jpg

Rising Costs Force Contractors to Take a Harder Look at Pricing

DOE-sign.jpg

HVAC Groups Support DOE’s Rulemaking to Cut Energy Efficiency Mandates

Data-Center-Inspection.jpg

Can HVAC Train Enough Technicians for the Data Center Boom?

HARDI lolgo navy

HARDI Distributors' Sales Down Nearly 5% in May

Industry-Ethics_-Service-Calls.jpg

HVAC Contractor Agrees to $300K Settlement Over Alleged Deceptive Sales Practices

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.

July 22, 2026

Designing VRF Systems Using A2L Refrigerant

In this session, we will cover how to design VRF systems for the U.S. market using new A2L refrigerants. These systems provide an advanced zoning solution by using inverter technology to deliver precise heating and cooling control across multiple zones and spaces.

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
Designing Systems Using A2L Refrigerant - Free Webinar - 7/22/2026
×

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