Free prospecting kit · 40 pages · PDF

The commercial HVAC prospecting kit

A working kit for commercial HVAC and mechanical contractors who prospect facility directors, chief engineers and property managers. It is built around the facts that decide a commercial HVAC account: the incumbent, the equipment age and the month the maintenance agreement renews.

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What's inside

  • Gatekeeper, first-call and nurture scripts, with what to say when they push back
  • A worked example: a full HVAC appointment call tagged step by step
  • A six-touch email sequence and three LinkedIn messages, each with one question a facility director can answer
  • Discovery questions for hospitals, hotels, schools, plants, warehouses and property managers
  • Seven HVAC objections with what each means and what to say
  • Account research sheet, 30-day cadence, qualified appointment checklist and handoff sheet
From the gatekeeper script

“I'm trying to reach whoever looks after the heating and cooling equipment for the building. Would that be a facilities manager or a chief engineer there?”

Cover of The commercial HVAC prospecting kit
40 pages · Cover photo: José Andrés Pacheco Cortes (Pexels License)

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