Many customers who call residential service companies balk at out-of-reach, upfront prices because they don’t know that financing is an option. Erica Leonor, Director of Business Development at Goodleap, joins us to explore the powerful role customer service representatives play in getting this information to potential buyers. Erica shares her strategy for CSRs to talk about financing with confidence and compassion, turning a potentially awkward conversation into one that earns customer trust. 

Join us as we discuss:

• [9:33] When customers should be notified about financing options

• [15:24] How CSRs can earn your customers’ confidence

• [20:44] How to train employees to approach customers with financing
  

Check out these resources we mentioned during the podcast:

• Amzi

• The CSR Academy
  

You can find this interview and many more by subscribing to Toolbox for the Trades on Apple Podcasts, on Spotify, or here. 

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