Sales & Lead Generation: Webinar & Tips from Sales expert

by Shana Fong on June 14, 2011
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Join Efficiency First for their next webinar to learn how to improve your close rate, increase average project size, and more.

Sales & Lead Generation
June 16th, 2011 @ 12:30pm EST/9:30am PST

Is your conversion rate from audit to retrofit not as high as you want? Are you relying solely on a government funded program’s marketing campaign to get you through? Is your average job less than $8,000 per home? Then this is the Webinar for you. Learn from sales professionals about increasing your lead generation and improving your bottom line. Learn how to build relationships with lead generation sources including real estate professionals, single measure contractors, etc. Qualifies for 1.5 BPI CEUs.

EF Members: CLICK HERE TO LOG IN TO YOUR ACCOUNT & REGISTER FOR THE WEBINAR.

Non-Members: CLICK HERE TO REGISTER & PAY A ONE TIME FEE FOR THE WEBINAR.

How do your skills compare to Home Performance Industry needs?

by Shana Fong on May 10, 2011
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The Home Performance Resource Center is offering a Career Self-Assessment quiz to help you better understand whether a career in home performance is a good fit for you.

According to Efficiency First:

This tool assesses your preferences and skills in five areas: physical aptitude, social and technical problem solving, basic construction knowledge, sales skills, and work environment preferences. The skills and preferences that are assessed through the Career Self-assessment align with the profiles outlined in the profile page and informational pages within the Career Resources website. This tool enables participants to assess their fit in the Home Performance Industry and help them match their skills with key skills needed in this industry. The Self-assessment takes users an average of 20 minutes to complete. When users have completed their Self-assessment they will be issued their results in real time. Users can also email their results to themselves and other interested parties.

Click here to take the quiz.

The Five Ingredients in a Sale

by Shana Fong on April 26, 2011

Source: ACCA Contractor Excellence

Most salespeople have been trained on certain steps to a sale. It may have been a 10-step selling system, maybe a 12 or 13 step selling system – they are all pretty much the same, as selling really hasn’t changed since the beginning of time when Eve was sold on taking the apple from the serpent.

The main steps to a sale are as follows:

  • Meet and Greet
  • Interview – build rapport – investigate
  • Select a product or service
  • Present that product or service
  • Demonstrate that product or service
  • Trial Close
  • Service & Parts
  • Negotiations
  • Close

Let’s now discuss the ingredients.
There are five ingredients that every sale must have. In other words, you as a salesperson must sell these 5 things. They are:

You – you must be able to sell yourself first and foremost. Not many people will buy what you are selling if they don’t buy you first. Yet if you sell yourself, a lot of people will buy whatever you are selling!

Who You Represent – Why buy here? You must be able to sell your customer on buying from your place of business. There are other vendors out there selling similar products with similar prices, so why should they buy from the company you represent? A professional salesperson will honestly believe that they are representing the very best company in the field, and therefore believe in that company. Selling that company then becomes easy. If you don’t think you represent the best – change companies!

Product – You need to be able to sell the product – this is probably the easiest of the 5 ingredients – use the presentation step in the steps to a sale above to do this. As with your company – if you don’t believe you are selling the best product, do something about it.

Price – If you can’t sell your potential customer on the price of the product, go back to the product itself – have you done the best possible presentation of the product? Remember that customers buy benefits, not features. Build value in the presentation and demonstration stages to help sell the price.

Time – Customers need to hear that there will never be a better time to buy this product or service than right now – you need to sell them on this fact by creating urgency.

I am going to discuss each step in more detail – this article will cover the first one, and the others will be covered in more detail in a subsequent article.

Selling You
Your customers will judge you initially using 3 of their 5 senses. They will look at you, smell you, and listen to you.

So, how do you look? Did you shave today? Do you need a haircut? What do your clothes look like?

How did you look when you went on that very important date with someone you wanted to impress? What did you do to prepare for that date?

Here’s what I think – you went to extreme lengths getting ready, chose your clothes carefully, asked other people for their opinion, showered, shaved (guys as well!), clipped fingernails, ironed clothes (yes, that contraption that plugs into the wall and hisses), polished shoes, and put on some “smell nice.”

Why did you do that? Because you were trying to sell yourself – that’s why! You knew that the person you were hoping to impress was going to look at you and assess you. You knew they were going to smell you and assess you. You knew that they were going to listen to you and assess you. You also knew that in order for any relationship to develop, you needed to pass these tests, so you went all out to impress. Anything less just wouldn’t do.

Here’s what else I think – you don’t go to these lengths each and every day for potential customers. Why? Probably because you think you are a good enough salesperson that you can still win your customers over without having to go to so much trouble. You see we are a lazy bunch, us salespeople. We like to do as little as possible in order to gain as much as possible.

What would happen if we made the very best first impression every time, every day, without fail, no exceptions? Are you willing to even give it a try? What is the worst that can happen? Absolutely nothing different than now, right?

How else can you sell yourself? Use the steps to a sale above – the first couple of steps are crucial. You must conduct a professional meet and greet – introduce yourself, allow the client to establish eye contact with you – maintain a sincere smile – have a firm, professional handshake – control your voice.

Conduct a professional interview/fact finding/rapport building session. Allow the client to do most of the talking – the more they talk, the more they will like you. This is not a time to sell, it is a time to allow the customer to get to know and like you. This needs to be a conversation like you are talking to a friend – not an interrogation.

Work hard on selling yourself – all the ingredients are important – I happen to believe that this is the most important of the five, you sell yourself and the world is yours.

IAQ: Marketing Myth or Money Maker?

by Shana Fong on April 18, 2011
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Source: ACCA Contractor Excellence

Let’s get the obvious stuff out of the way first: Do you agree that energy-efficient homes can seal in and recirculate the same germs, allergens, and chemicals?

Do you agree that this can also cause health issues for occupants within the home?

Did you know that during a recession people spend more time at home?

If you answered “yes” to all three questions, then I bet you will agree with this next one: When you look inside a customer’s air return and see what appears to be a weasel wearing a Snuggie, the homeowners:

(a) have not changed the filters since the Clinton administration; and/or
(b) have nostrils that look like tiny versions of the air return. But I’m not going there.

The point is, you know all this, but your customers don’t. Thus, the largest issues facing IAQ in HVAC are your credibility and their awareness. No one wakes up and says, “Man, what a beautiful day to have my ducts cleaned.” Unlike preventive maintenance (which people recognize as a plausible need), IAQ has both the specter of skepticism and the lack of evidentiary proof needed to go along with it.

You can say, “Your ducts need cleaning,” or “UV lights will protect your coils” all day and have a hard time convincing anyone who doesn’t have sinus problems, allergies, or other health issues that this is a valuable service. Silly them. And considering how HVAC sold IAQ initially, silly us.

Selling healthy air doesn’t require a degree in molecular science. Ever heard of asthma? About 23 million Americans wish they hadn’t. A full 6.8 million of those are children who have parents who are worried sick as well. They’d much prefer to avoid the 19 million doctor, hospital, and emergency room visits spent trying to avoid death by asphyxiation. Ask them if clean indoor air is about microbes and formaldehyde and the technicalities of UV treatment.

Nope, it’s about cleaner, healthier air. Period.

Now consider, asthma is just one of hundreds of problems linked to IAQ. As a heating and cooling professional, that makes you uniquely positioned to both build your business and provide a beneficial and potentially life-saving service.

So what are they buying? They’re buying problem avoidance. It is not a thing; it is a benefit that erases sizeable doubt, fear, and concern with a healthy alternative. Kind of like breathing clean air.

You’re poised to offer problem avoidance and even a cure for certain airborne menaces. Aside from the obvious health benefits, a shorter supply of recession-era leads points toward maximizing each one with higher transaction sizes. Further, with the maintenance of UV lights, super filtration, humidifiers, and other better air solutions, you can lock in more customers.

How to Offer IAQ Now
Bad economies don’t improve air quality or health concerns. Allergens and molds refuse to invest in 401(k)s. So, please, don’t let the economy’s condition or your frightened competition make you think these concerns are equated. Position IAQ not as equipment, but as a packaged path to better health. Sell it against missed work, doctor visits, pharmacies, medication, family wellness — not microns and density depletion.

On a service call, you can offer a point-of-purchase healthy air solution based on an IAQ survey. Many of our clients sell humidifiers, UV lights, and filtration with or without duct cleaning jobs, straight from this survey.

For more complex solutions, consider utilizing in-home IAQ monitors, which help replace the doubt factor with scientific data. The sales cycle is a bit longer, but they can make the sale for you while they collect the data. Offering a free IAQ test has opened thousands of doors for our clients, who merely park the monitor for the appreciative prospect, and return with a diagnosis and options.

Always remember that customers will get what they want, whether it’s from you or from your competition. I find it sad to go into so many homes that have $499 “room air purifiers,” while stacks of superior solutions lay at your distributor’s warehouse. Once again, technical supremacy, greater reliability, and more longevity will not sell — if poorly marketed.

Though the HVAC industry has had IAQ solutions for years, it took Sharper Image and Oreck to show us how to sell over a billion dollars of equipment all without a single service appointment. How? Fact-based fear, evidentiary proof, and piles of compelling testimonials positioned their “solution” as an easier and less expensive alternative to illness and poor health. Oreck’s infomercials are marketing seminars — take notes.

Finally, ask yourself, what are you selling and why. Are you selling hardware (technical) or software (benefits)? IAQ benefits are huge for homeowners and contractors. This is especially true while others pull back on marketing or lower prices just to get the sale (creating their own worsened economy). But when you offer upsells, you create differentiation, enhance margin, and increase average transaction, while winning a longer-term customer with a higher lifetime value. Upsells are smarter than ever.

IAQ is right for the times. Customers are more health conscious and want to preserve dollars wasted on unnecessary doctor visits, more medications, and unpaid sick days. You can offer a superior whole-house solution easily, silently, and out of sight. They’d rather pay you for this anyway; all you have to do is effectively market it. And isn’t that a breath of fresh air?

EGIA, BPI, and Efficiency First are proud to announce the Business Performance Makeover Contest!

by Shana Fong on April 6, 2011
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EGIA, BPI, and Efficiency First are inviting Home Improvement, Home Performance and Energy Efficiency Contractors from across the country to enter for a chance to win a yearlong “Business Makeover” bundle of prizes consisting of a wide range of business services worth up to $50,000 or more. The prize package may include:

  • Website design
  • Payroll and accounting services
  • Marketing and sales consulting
  • Manufacturer and distributor networking
  • Building science training
  • Software
  • Tools and equipment
  • Business development consultation
  • Energy efficient services and products

The winners will be announced on Earth Day 2011 (April 22). The actual prize packages will be determined based on an extensive evaluation of the contractors’ business and other criteria.

The Business Performance Makeover Contest will be conducted nationwide to find two contracting firm owners that want to dramatically grow their businesses in 2011. Owners of home improvement, home performance and home energy efficiency-related installation companies will enter to win online by answering questions about their current business and 2011 plans for growth. An advisory board comprised of industry professionals and contest sponsor organizations will assist EGIA, BPI, and Efficiency First staff to select the two contractors with the greatest potential to demonstrate business growth. The winners will be a traditional single-measure home energy efficiency contracting firm and one comprehensive home performance contracting firm.

Learn more and register at www.egia.org/contractorcontest2011

Join us at ACI!

by Shana Fong on March 11, 2011

We’re less than three weeks away from ACI National Home Performance Conference, our industry’s biggest event. If you were at the conference last year in Austin and went to our opening night party (complete with Wild West entertainment), you already know just how fun this conference can be. Oh, and there will also be plenty of learning opportunities too.

Recurve is all over ACI again this year. Here are the sessions and other places you can catch us at. We would love to talk to you!

TUESDAY MARCH 29

Home Energy Summit

8:30am-10:00am
Engaging Markets and Private Capital To Achieve Our Long-Term Goals

Matt Golden, Recurve’s President and Founder, will be kicking off the second day of the Home Energy Summit, which includes heavy hitters such as Katherine Hogan of the DOE, Dian Gruenich formerly of the CPUC, and Commissioner Karen Douglas of the CEC.

2:45pm – 4:00pm
Breakout Session: Effects of Program Design on Delivery by Contractors

Adam Winter, SVP and cofounder of Recurve, will be co-leading a breakout session along with folks from WellHome, Distinct ENERGY Performance, and more.

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WEDNESDAY MARCH 30

1:30pm-3:00pm

Beyond Your Certification
Matt Golden will be helping session attendees plan a successful business strategy post-BPI certification. Joining him will be Tiger Adolf of BPI, Courtney Moriarta of WellHome, and Sam Flanery of Michigan Energy Savings.

3:30pm – 5:00pm

Optimization of Performance Financing Through Innovation
Another appearance by Matt Golden, this time alongside Sammy Chu of Long Island Green Homes and Dan Kartzman of Powersmith, to speak about LIGH program’s integration with Recurve Software and Powersmith home energy upgrades as an example of program design success.

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THURSDAY MARCH 31

10:30am – 12:00pm

Energy Upgrade CA: Game Plan for Market Transformation
Another breakout that Matt Golden is participating in, this time teaching attendees about how the Energy Upgrade California program is leveraging federal stimulus dollars to grow the building performance industry and create jobs, while addressing the typical challenges that programs face. He’ll be joined by Leif Magnuson of the EPA and several others directly involved in the program.

1:30pm – 3:00pm – in the foyer of the exhibit hall
Join Chris McClellan, Sales Manager at Recurve, for an in-depth demo of Recurve Software. He’ll show you how Recurve Software helps you do more energy audits every week, generate accurate savings predictions, and present polished reports and proposals on-site. At the end of the demo, he’ll also be giving away a tablet to one lucky winner! So be sure to visit us on the tradeshow floor at booth 601 to sign up for a free trial of Recurve Software and enter the contest.

3:30pm – 5:00pm (a very busy timeslot for us!)

National Policy Update
Yet another session with – you guessed it – Matt Golden! Get an update on current national and state trends in public policy, including HOME STAR, utility data access, ARRA funded programs and California state financing recommendations for programs in wake of PACE. The session will also cover how contractors can get involved in upcoming program opportunities. Other presenters include Stephen Cowell of CSG,, Rick Gerardi of WellHome, and Kara Saul-Rinaldi of the National Home Performance Council.

A Hard Look at Software: The End Users’ Perspective (Panel)
Chris McClellan will be discussing how software can help you streamline your business operations while increasing sales and improving quality of service through real-life examples of how users have successfully integrated various software solutions into their day-to-day operations. Chris will be joined by Skye Dunning of Building Performance Specialists and Elise Brown of Evergreen Home Performance.

Selling Home Performance: Where Mastic Meets the Sheet Metal
Jason Bowers, Recurve Local Operations General Manager, will be teaching contractors how to increase close rates and sell larger work scopes, along with Casey Murphy of ICF International and Eric Howarth of EGIA.

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Don’t forget to come visit us for a software demo, to enter our contest (we’re giving away THREE tablets!) or just to say hello on Wednesday & Thursday during the tradeshow hours. We’ll be holding down Booth 601.

How software can help contractors doing energy efficiency, HVAC, and more

by Shana Fong on March 2, 2011
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As featured in Green Building Journal, Matt Golden, President and Founder of Recurve Inc., discusses the role that software plays in the contracting profession, and how professionals today need targeted applications. Software solutions lead to a variety of benefits including reduced audit times, reduced costs for customers, and an increase in accessibility among professionals.

The key to home performance he says is a holistic approach to the problem. Software applications today need to be flexible enough to appeal to all types of business, ranging from the small-scale insulation jobs to high-end retrofits. In the end he is optimistic about the direction the trades are heading, and offers up advice to professionals looking to take the plunge into software.

The Most Powerful Contractor Marketing Weapon

by Shana Fong on January 21, 2011
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(Hint: You Already Own It)

Source: ACCA

An old saying states that people don’t care how much you know until they know how much you care. Don’t let your familiarity with the saying make you numb to its far-reaching business power.

Like many of you, we’ve been involved in numerous contracting projects over the years. We’ve built a home, renovated six buildings, and hired for all sorts of projects from retiling to roofs to remodeling a kitchen. We’ve had some go wrong, such as the sheetrock job that looked like a drunken rhinoceros careened off every wall. We also had a tile setter mix boxes of tile mid-job, creating a really nice two-tone effect that he defended as stylish. Thankfully, these miscues are in the minority.

The majority of the contractors have been exceptional. Yet there’s one trait among even the good ones that causes their rehire rate to be barely higher than that of the rotten ones. This mistake totally short circuits future calls and referrals, and it’s costing you a fortune, even though the power to correct it exists in your company, right now, today.

The mistake is ignoring the relationship.

See, a bad contractor (whether he knows he’s bad or not) doesn’t get a callback or referrals due to poor work. And a good contractor most often doesn’t get a callback or referrals because of inattention to his customers. Same result, for entirely different reasons.

Out Of Sight, Out Of Mind
Think of your past friends and relationships. The most common reason they’re in the past and not the present is you fell out of touch. You might have even been a good friend with much in common, yet if not in touch, you’re not on the friend list. There are even figures to back this up. According to a Good Housekeeping survey of those who purchased from contractors:

  • Thirty-seven percent said the relationship was the most important reason.
  • Twenty-two percent said it was because you stayed in touch after a previous purchase.
  • Fourteen percent were referred by a friend or family member.

Add those up, and 73 percent of your sales have some relationship tie-in.

Unfortunately, most contractors just service them, bill them, and hope for the best.

So, how do you rank in terms of customer relations and retention?

With minimum retention efforts, you get a call, and it’s answered by the nearest minimally trained receptionist. You schedule, show up, do the work, present the invoice, then go home. No follow-up is attempted. You assume, “If they need me, they know how to reach me.” Unless you live in a town with exactly one contractor, good luck.

With average retention efforts, your call handling quality is dependent upon who answers. You deliver what you consider fair — no more, no less. Techs are intermittently trained. Some customers get an agreement offer, some don’t. Your CSR may make a call-behind or send a thank you note, but this is not systemized. Newsletters and follow-up range from spotty to nonexistent. You dabble with improvement but with little lasting change. Customers feel the inconsistency and migrate away. Repeat calls and referrals suffer miserably.

With maximum retention efforts, you categorize poorly trained employees as unethical business. You answer the phones consistently and make consistent high-quality presentations. Follow-up is automatic, starting with happy calls and a thank you card that contains a referral request. Seasonal newsletters go out like clockwork. Your website, value-building ads, forms, and leave-behinds are not purely sales pieces (though they boost prices and closing ratios) but educational customer-awareness tools. Customers get outbound messages from you — online and offline — eight to 14 times per year.

If you’re in the maximum category, congratulations. You also probably dominate your market and not by coincidence. Yet for the others, don’t make this too hard. Start simply with two things:

  1. The thank you note and call. Even the most basic thank you note (automatically generated and about 45 cents worth of effort) tells customers they’re valuable. It’s so easy to do and so easy not to do. Most choose the latter.
  2. A newsletter. Since thank you notes are transaction based (and thus sporadic or potentially forgotten between visits), you must have at least one calendar-based item. A quality newsletter sent out two to four times a year will position your company branding as different from perhaps 90 percent of the other contractors in town. That’s an incredible advantage for not much money.

Start where you can. Your customers, company, and profits deserve the boost.

The Importance of Home Energy Use

by Shana Fong on January 10, 2011

A great snapshot of why it’s important that we curb our energy use – starting at home – by Lawrence Berkeley Lab:

$241 billion. That’s how much consumers spend each year on energy for home use. About 1 in 5 of the nation’s energy dollars is spent in homes. Energy efficiency improvements could cut this number by well over half.

90% of your time. That’s the proportion of the average American’s time spent indoors. The quality of indoor air is often worse than the air outside. Moisture and gasses from building materials are some of the many invisible sources of indoor air pollution. When done right, energy efficiency upgrades will also improve indoor air quality and make your home safer and more comfortable.

1.2 billion tons of greenhouse-gas emissions. That’s what is emitted (as carbon dioxide) into the atmosphere as a byproduct of making the energy to power U.S. homes. Every single thing done to save energy at home trims these emissions.

Did you know that the typical U.S. family spends about $1,900 a year on home utility bills? Unfortunately, a large portion of that energy is wasted. And each year, electricity generated by fossil fuels for a single home puts more carbon dioxide into the air than two average cars.

Right in your own home, you have the power to reduce energy demand, and when you reduce demand, you cut the amount of resources, like coal and gas, needed to make energy—that means you create less greenhouse gas emissions, which keeps air cleaner for all of us…and saves on your utility bills! Plus, reducing energy use increases our energy security.

Review: The Metlund Hot Water D’MAND System

by Adam Winter on August 17, 2010

Cold water that goes down the drain while your customers are waiting for hot water to reach sinks and showerheads is like money flowing through their fingers. Here’s a relatively simple and affordable fix that can help most American homeowners save thousands of gallons of water every year – and take a slice off their energy bills to boot:

The Metlund Hot Water D’MAND System
http://www.gothotwater.com

  • A fast on-demand recirculation pump diverts ambient-temperature water in hot water pipes back to the water heater until hot water reaches the tap.
  • Water moves more rapidly from the hot water heater to the point of use, so your customers won’t have to wait long for a hot shower.
  • D’MAND pumps may be activated by wired-in buttons, motion sensors or wireless remotes.
  • Can use the existing cold water line as a return line, so special plumbing is not required for retrofits.
  • Less heat radiates from water pipes than with timed or continuous recirculation systems, potentially saving homeowners $50 to $300 a year in energy costs alone.
  • Can extend water heater life by enabling lower thermostat settings and reducing sedimentation in the bottom of the hot water tank.
  • Unlike timed or continuous recirculation systems, D’MAND does not void most tankless water heater warranties (check with the heater manufacturer to confirm)
  • D’MAND pumps are available in retrofit and new construction models.
  • Multiple pumps may be required in homes with complicated plumbing loops or additions.

According to Metlund’s own calculations, a typical household that saves 20 gallons of water a day by installing a D’MAND system would save anywhere from $151 to $242 a year in water, sewer and energy costs (depending on the type of hot water heater). For every year of its 15-year lifespan, the system would take a 7,300-gallon load off of local water and wastewater treatment systems, and prevent about a ton of carbon dioxide from entering the atmosphere.

Our take: On-demand recirculation pumps can be somewhat less convenient for homeowners than timed or continuous pumps, but Metlund’s system provides a highly effective and economical solution to water waste for homeowners who use it properly. Just be sure to educate your customers and set appropriate expectations before installing.

Note: Recurve does not endorse this or any other product. We encourage qualified Home Performance contractors to gain hands-on experience with products profiled in this newsletter before making their own assessments.

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