What would happen if your team stopped treating unclosed estimates as dead leads? Kristian Hall shares how she recovered about $5.5 million last year entirely by phone—and why she is on pace to clear $6 million this year—by slowing down, doing the research, and serving the customer before trying to sell.
Kristian walks Chris Crew and Jeremy Self through her path from restaurant work and loan officer to 11 years in HVAC, plumbing, and electrical. She breaks down her five-step approach: Find the Gold; READ the room (Review, Assess, Evaluate, Develop); make the Happy Call; listen intentionally; and check every box. The conversation also covers managing summer chaos, building a referral pipeline, learning the trades step by step, and the three-month relationship that helped her close a 17-system, roughly $200,000 opportunity.
Above all, this episode is a reminder that sales recovery is not a volume game. It is patient, curious, service-driven work that helps customers make the right decision and helps home-service businesses capture revenue they have already earned the opportunity to win.
• Managing peak-season pressure through scheduling, delegation, and focus
• Recovering approximately $5.5 million in revenue entirely by phone
• Kristian’s path from restaurant work and lending into the skilled trades
• Why service, trust, and curiosity matter more than a hard sell
• The five-step sales-recovery process: Find, READ, Happy Call, Listen, Check
• Using ServiceTitan notes and history to prepare before calling
• Following up when a customer does not answer
• Intentional listening and the five boxes behind a confident decision
• Building a referral pipeline for slower seasons
• How patience helped close a 17-system, roughly $200,000 opportunity
• Learning HVAC, plumbing, and electrical one step at a time
• Why home-service businesses should work existing leads before demanding more
00:00 — Cold Open: Finding the Gold in Sales Recovery
00:34 — Kristian Hall’s Production Management Role
02:17 — Managing Peak-Season Chaos
05:31 — Recovering $5.5 Million by Phone
08:12 — Kristian’s Path from Wyoming to the Trades
16:05 — Why Service-First Sales Wins
18:05 — The Five-Step “Find the Gold” Process
22:22 — The Happy Call and Intentional Listening
25:45 — Checking the Boxes and Building Grit
29:09 — Doing the Work Through Slow Seasons
33:03 — A Three-Month, 17-System Sales Story
40:38 — Stop Chasing Volume and Work Every Lead