In this episode, Patrick Somers and co-host Tanya Priest dive deep into the all-important topic of the “handoff” – what it means, why it matters, and how getting it right can transform the customer experience (and your close rates!) in the trades world. Tune in as they unpack actionable tips for keeping communication clear, ensuring everyone is on the same page, and underscore the power of giving the customer real choices (including the all-important right to say “no”).

Tune in to this episode as we explore:

(03:47) Technician sales strategies and options

(07:47) Consider upgrading the system now

(10:46) Optimizing technician-client interaction

(15:22) HVAC repair options explained

(16:34) Repair or replace: Tanya’s options

(22:23) Timely decisions impact repairs

(25:56) Old HVAC systems: replace or repair?

(28:55) Motor cleaning vs. replacement

(31:07) Empowering homeowners for success

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