HVAC Sales Training. Close It Now!

[email protected] (Sam Wakefield)

Closing sales in the HVAC industry can be overwhelming and high pressure. Every episode we will break apart the components of a sales call and walk you through all the way to the close. We will cover everything from the basic structure of a great appointment to how to overcome all the objections that con be thrown at you. Whether you are a rookie or a seasoned expert, this show is for you!

  • 1 hour 3 seconds
    Breaking Barriers: Brianna Mcadory's Journey to Success in HVAC

    In this episode, we sit down with Brianna Mcadory, the Area Manager for a $50 million-a-year HVAC company and a trailblazer in the trades industry. At just 26, she's breaking stereotypes, not just by being young but also as a woman in a predominantly male field.

    Brianna shares her journey, from the challenges she faced to the mindset that helped her overcome them. We dive into what it means to be a young leader in HVAC, and how she's redefining expectations through her dedication and tenacity. She discusses the importance of personal growth, touching on how she stays motivated and constantly improves her skills.

    A major part of our conversation revolves around systems and Standard Operating Procedures (SOPs). Brianna talks about recognizing where these systems are missing and the steps she took to develop effective SOPs for her team. Whether you're in HVAC or any other industry, her insights into creating streamlined processes and fostering a growth-oriented mindset are invaluable.

    Tune in to hear about Brianna's inspiring story and get actionable tips on personal development, system-building, and leadership in the HVAC industry. This episode is packed with insights and practical advice you won't want to miss!

    Make sure to check out www.closeitnow.net to learn more about the training programs we offer and to find out how to book Sam to speak at your next event!

    26 April 2024, 10:00 am
  • 30 minutes 1 second
    Mastering the Cattle Call: Taking Control of HVAC Estimates with Confidence

    Episode Title: Mastering the Cattle Call: Taking Control of HVAC Estimates with Confidence

    Description:

    In this episode of Close It Now, we tackle the common challenge of the 'cattle call' scenario in HVAC sales. When homeowners schedule multiple companies to provide estimates for a new HVAC system simultaneously, it can feel overwhelming. However, instead of avoiding or being intimidated by these situations, we discuss how to assert leadership, leverage local star power, and confidently take control of multiple estimates appointments.

    Key Points:

    • Understanding the 'cattle call': Explore why homeowners opt for multiple estimates and the challenges it presents for HVAC sales professionals.
    • Asserting leadership: Learn strategies for taking charge of the situation, setting yourself apart from competitors, and guiding the homeowner through the process.
    • Leveraging local star power: Discover how to leverage your reputation and positive reviews in the local community to instill confidence in the homeowner and stand out among competitors.
    • Taking control of appointments: Gain practical tips for managing multiple estimates appointments efficiently and effectively, ensuring each homeowner feels valued and heard.
    • Building confidence: Explore techniques for boosting your confidence in high-pressure sales situations, allowing you to showcase your expertise and professionalism.

    Conclusion:

    Don't let the 'cattle call' scenario intimidate you! With the right strategies and mindset, you can turn these situations into opportunities to demonstrate your leadership, leverage your reputation, and ultimately win over homeowners with confidence and professionalism.

    You can grab the Close It Now online course here --> www.hvacdoors.net

    Make sure to visit www.closeitnow.net to learn more about the available training programs and to learn how to book Sam for your next event.

    23 April 2024, 6:34 pm
  • 57 minutes 18 seconds
    Unveiling the Secrets of IAQ Sales: Inside Jason James's Success Story

    Join us on this episode of Close It Now as we sit down with Jason James, a highly accomplished Comfort Advisor, to explore the fascinating world of Indoor Air Quality (IAQ) sales. Jason shares his invaluable insights into his successful sales process and introduces us to the unique tools he employs to showcase IAQ issues to homeowners. From understanding the importance of IAQ to mastering effective sales techniques, this episode is packed with actionable advice for anyone looking to excel in the IAQ sales arena.

    Key Points:

    • Introducing Jason James: Learn about Jason's background in the HVAC industry and his journey to becoming a top-performing Comfort Advisor.
    • The Importance of IAQ: Discover why Indoor Air Quality is a critical consideration for homeowners and how it impacts their health and comfort.
    • Jason's Sales Process: Gain insights into Jason's step-by-step approach to selling IAQ products and services, from initial consultation to closing the deal.
    • Innovative Tools: Explore the innovative tools and techniques that Jason uses to effectively demonstrate IAQ issues to homeowners and drive sales.
    • Success Stories: Hear real-life examples of Jason's recent successes in IAQ sales, including a behind-the-scenes look at a recent $26K/2 week sales milestone.
    • Tips for Success: Jason shares his top tips and strategies for aspiring IAQ sales professionals, including the importance of building trust and focusing on customer education.

    Conclusion:

    Join us as we delve into the dynamic world of IAQ sales with Jason James and gain valuable insights that will empower you to elevate your sales game and make a meaningful impact on homeowners' lives. Whether you're a seasoned professional or just starting out in the industry, this episode is a must-listen for anyone looking to thrive in the competitive world of IAQ sales.

    Here is the link to the microscope mentioned. --> https://a.co/d/5A95s2D


    Visit www.closeitnow.net to learn more about Close It Now and the available training programs or to book Sam Wakefield as a speaker for your next event!


    You can grab the Close It Now online course at www.hvacdoors.net


    Join the Facebook Community here --> https://www.facebook.com/groups/closeitnow/



    17 April 2024, 6:12 pm
  • 1 hour 18 minutes
    Top 2% Triumph & 150 Episodes Strong: Jimmie Jayes' Secrets to Sales Success!

    Welcome to a monumental celebration on the Close It Now podcast - we're not just marking our 150th episode; we're also reveling in our astounding achievement of breaking into the top 2% of podcasts worldwide! This episode is nothing short of a milestone, and to add to the festivities, we're joined by none other than Jimmie Jayes, the business coach legend whose strategies have skyrocketed sales organizations to over $700 million.

    In This Episode, You'll Discover:

    • The Art of Service-Driven Sales: Jimmie Jayes breaks down the core principles of building a sales strategy that's rooted in genuine service, transforming how you engage with your customers.
    • Beyond Digital: Dive into the innovative realm of generating leads without relying on the digital world. It's a game-changer for those looking to expand their outreach strategies.
    • Jimmie's Golden Nuggets: With a track record like his, every piece of advice from Jimmie is gold. Get ready to be showered with strategies that have proven their weight in sales again and again.
    • A Celebration of Success: Join us as we reflect on our journey to the top 2% and what it means for the future of Close It Now. It's a heartfelt look at where we've been and where we're headed.

    Special Announcement: As we hit this incredible milestone, we're more committed than ever to bringing you the insights, strategies, and stories that can help elevate your sales game. Stay tuned for what's coming next - because this is just the beginning.

    Thank you for being an invaluable part of our journey to 150 episodes. Your support fuels our passion and drives us to continue delivering content that makes a difference in your professional growth. Here's to many more episodes, insights, and breakthroughs together!

    5 April 2024, 10:00 am
  • 34 minutes 52 seconds
    Episode 149: Top 2% Drive: Powering Sales with Permission & Benefits

    Welcome to a special edition of the Close It Now podcast, where we're not just celebrating our incredible journey into the top 2% of podcasts worldwide, but also diving deep into the strategies that will revolutionize your HVAC sales approach. In this episode, Sam Wakefield takes you on a unique road trip, reminiscent of the early days of drive time university, filled with insights, reflections, and actionable strategies.

    What's Inside:

    • The Celebration: Discover how Close It Now has climbed to the top 2% of worldwide podcasts and what it means for our community.
    • The Permission Stack: Unveil the power of building trust and rapport by engaging clients in the sales conversation, ensuring they feel respected and in control every step of the way.
    • The Benefit Lens: Learn how to effectively communicate the value of your services through the benefits they bring to your clients, transforming technical features into compelling reasons to buy.

    Why Listen:

    If you're looking to elevate your HVAC sales game, this episode is packed with golden nuggets. Whether you're on the road or at the office, join us for a journey that promises not only to enhance your sales techniques but also to inspire and motivate you to achieve greater success.

    A Road Trip Like No Other:

    As we navigate the roads and the world of HVAC sales together, this episode is a reminder of where we've been and where we're going. With the wind in our sails and the top 2% milestone in our rearview mirror, let's accelerate into the future of HVAC sales together.

    Tune in to "Top 2% Drive: Powering Sales with Permission & Benefits" and let's celebrate this milestone while gearing up for even greater achievements ahead. Your road to sales mastery starts here!

    26 March 2024, 10:00 am
  • 1 hour 4 minutes
    Smart Money Moves: Elevating Your HVAC Business with Financial Intelligence featuring Ryan Cook

    In this empowering episode of Close It Now, Sam Wakefield sits down with Ryan Cook, a seasoned financial advisor hailing from the heart of Salt Lake City, UT. Together, they delve deep into the world of financial intelligence and the art of making smart money choices specifically tailored for the HVAC industry. Whether you're a seasoned business owner or just starting out, this conversation is packed with golden nuggets of wisdom to help you navigate the financial landscape of your business with confidence and savvy.

    What You'll Learn:

    • Financial Fundamentals for HVAC Success: Ryan breaks down the essential financial principles every HVAC professional should know.
    • Investment Strategies: Discover investment tips that cater specifically to the HVAC industry, helping you grow your business and personal wealth.
    • Risk Management: Learn how to safeguard your business from common financial pitfalls, ensuring long-term stability and success.
    • Budgeting and Saving: Practical advice on managing your finances, reducing expenses, and maximizing savings without sacrificing service quality.
    • Retirement Planning: Strategies for securing your financial future while building a legacy in the HVAC industry.

    Why You Can't Miss This Episode:

    • Gain insider insights from a financial expert with a deep understanding of the HVAC industry's unique challenges and opportunities.
    • Learn actionable strategies to enhance your financial intelligence, leading to better business decisions and increased profitability.
    • Discover how to leverage financial tools and resources to give your business a competitive edge.

    Tune in to this episode of Close It Now for a masterclass in financial intelligence that will transform the way you think about money and business in the HVAC world. Whether you're aiming to boost your bottom line, expand your services, or simply gain financial peace of mind, Sam and Ryan have you covered.

    18 March 2024, 9:42 pm
  • 1 hour 13 minutes
    Anchoring Success: The Postell Blueprint for HVAC Excellence

    In this compelling episode of Close It Now, we're thrilled to host Dave and Stephanie Postell, the powerhouse couple from Anchor Heating and Air. Join us as we delve into their remarkable journey within the HVAC industry, exploring the key strategies, challenges, and victories that have propelled their company to the forefront of service excellence and reliability.

    Discover from the Postells what it truly takes to cultivate a thriving HVAC business amidst today's competitive landscape. They'll share essential insights on maintaining high-quality service, embracing innovation for enhanced customer satisfaction, and adapting to the ever-changing world of HVAC technologies.

    Listeners will be treated to a behind-the-scenes glimpse of Anchor Heating and Air's commitment to innovation, a culture of continuous learning, and a dedication to putting customers first. This episode is a treasure trove of wisdom for anyone in the HVAC field, from seasoned professionals to those just embarking on their career.

    Dive into this episode of Close It Now for a dose of inspiration, practical advice, and the motivation needed to elevate your HVAC journey alongside industry giants Dave and Stephanie Postell.

    15 March 2024, 3:23 pm
  • 56 minutes 10 seconds
    Mastering the Art of Consistent Referrals: Strategies from Brandon Barnum

    In this captivating episode of Close It Now, Sam Wakefield engages with Brandon Barnum, the innovative founder of HOA.com and the author of "Raving Referrals." Brandon, renowned for his exceptional approach to generating referrals, unveils the secrets behind creating a referral system that continuously propels your HVAC business forward.

    Listeners will explore the nuances of referral generation, discovering the strategies for building trust and rapport with clients that transform every job into a potential referral goldmine. The conversation delves into leveraging your network for a steady flow of high-quality leads and employing Brandon's tested methods to boost your referral rates effortlessly.

    Moreover, the discussion highlights the psychological triggers that encourage clients to advocate for your business and how to exploit these for your benefit. This episode is laden with practical advice and insights drawn from real-world experiences, making it an essential listen for HVAC professionals aiming to skyrocket their sales through effective referral practices.

    Join us in this episode to revolutionize your referral strategy and watch your business achieve unprecedented growth. "Mastering the Art of Consistent Referrals" is your gateway to constructing a robust referral engine that drives your success. Tune in and embark on your journey to referral mastery.

    11 March 2024, 10:00 am
  • 1 hour 13 minutes
    Breaking Barriers and Closing Deals: Mary Brewington's 90% HVAC Success Story

    In this illuminating episode of the "Close It Now" podcast, we sit down with the phenomenal Mary Brewington, an HVAC sales professional who has not just navigated but excelled in the HVAC industry with a staggering 90% close rate throughout 2023. As we celebrate Women's Small Business Month, Mary shares her journey, shedding light on the struggles and triumphs of women in the traditionally male-dominated HVAC sector.

    The conversation delves deep into the nuances of HVAC sales, with Mary offering invaluable insights into her approach that has led to her remarkable success. Listeners will be treated to an engaging role-play segment where Mary demonstrates her technique for door knocking, a skill that has undoubtedly contributed to her high close rate.

    But it's not all about sales tactics. Mary's story is a beacon of inspiration, highlighting the importance of perseverance, adaptability, and the courage to defy norms in pursuit of excellence. This episode is a must-listen for anyone in the HVAC industry, aspiring sales professionals, and those who champion the cause of women making significant strides in their fields.

    Tune in to learn, get inspired, and perhaps, find the spark you need to elevate your own sales journey or support the women in your industry to achieve greatness. Don't miss out on this compelling narrative of success, struggle, and the relentless pursuit of breaking barriers.

    8 March 2024, 10:00 am
  • 1 hour 11 minutes
    Mastering the Trade: Insights and Innovations with Mitch Smedley

    In this episode of the Close It Now podcast, we welcome Mitch Smedley, a renowned figure in the trades industry and the visionary behind The Void podcast, Trade Wins, and Smedley Plumbing. Host Sam Wakefield and Mitch embark on an in-depth discussion that merges practical wisdom with strategic insights from Mitch's extensive experience in the plumbing and trades sector. This episode is a rich resource for anyone looking to elevate their career or business in the trades.

    A standout feature of this episode is an engaging role-play scenario that simulates real-life sales situations, providing listeners with actionable strategies and communication skills to enhance their sales performance. This hands-on approach, coupled with a deep dive into sales philosophy, offers a fresh perspective on how to build lasting relationships with clients and close deals more effectively.

    Mitch and Sam also tackle the philosophy of sales success in the trades, emphasizing the importance of a consultative, trust-based approach over traditional sales tactics. Through a mix of personal stories and theoretical insights, they shed light on how to better understand client needs and offer solutions that genuinely meet those needs.

    This episode is a must-listen for HVAC professionals, plumbers, and tradespeople at any stage of their career. Whether you're looking to refine your sales approach or seeking inspiration to push your business forward, Mitch's expertise and Sam's insightful questions provide a wealth of knowledge and motivation to help you achieve your professional goals. Join us for a masterclass in sales strategy and customer engagement, tailored for the dynamic world of trades.

    4 March 2024, 10:00 am
  • 1 hour 6 minutes
    Transforming Beliefs into Sales Success: Rich Walker on the Power of Change

    In this groundbreaking episode of the Close It Now podcast, Sam Wakefield sits down with the visionary Rich Walker, CEO and founder of Quik Forms, and a serial entrepreneur who embarked on his business journey at the tender age of 12. Rich, also an acclaimed author and a feature in both Slate and Inc. Magazines, shares his profound insights on the transformative power of belief systems in the realm of sales and beyond. Drawing from his rich entrepreneurial journey and the lessons encapsulated in his book, "It's My Life! I can change if I want to," Rich delves into the mechanics of effective change and how altering one's belief system can lead to monumental success in sales. This episode is a treasure trove of wisdom for anyone looking to elevate their sales game, offering practical strategies, personal anecdotes, and the motivational kick needed to embrace change and harness it for sales excellence. Whether you're a seasoned sales professional or just starting out in the HVAC industry, Rich's perspectives on belief systems, coupled with actionable advice, make this episode a must-listen for anyone aiming to transform their approach to sales and life.

    Book: http://amzn.to/iKPWK0

    LinkedIn: https://www.linkedin.com/in/quikformsceo/

    Website: www.quickforms.com

    Podcast: https://www.quickforms.com/podcast-blog

    1 March 2024, 10:00 am
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