search
cart
facebook instagram twitter linkedin youtube
  • Sign In
  • Create Account
  • Sign Out
  • My Account
  • NEWS
  • PRODUCTS
    • FEATURED PRODUCTS
  • CONTRACTORS
    • BATH & KITCHEN PRO
    • BUSINESS MANAGEMENT
    • HIGH EFFICIENCY HOMES
    • TECHNOLOGY
    • WATER TREATMENT
    • PMC COLUMNS
      • Dave Yates: Contractor’s Corner
      • John Siegenthaler: Hydronics Workshop
      • Kenny Chapman: The Blue Collar Coach
      • Matt Michel: Service Plumbing Pros
      • Scott Secor: Heating Perceptions
  • ENGINEERS
    • CONTINUING EDUCATION
    • DECARBONIZATION | ELECTRIFICATION
    • FIRE PROTECTION
    • GEOTHERMAL | SOLAR THERMAL
    • PIPING | PLUMBING | PVF
    • PME COLUMNS
      • Christoph Lohr: Strategic Plumbing Insights
      • David Dexter: Plumbing Talking Points
      • James Dipping: Engineer Viewpoints
      • John Seigenthaler: Renewable Heating Design
      • Lowell Manalo: Plumbing Essentials
      • Misty Guard: Guard on Compliance
  • RADIANT & HYDRONICS
    • RADIANT COMFORT REPORT
    • THE GLITCH & THE FIX
  • INSIGHTS
    • CODES
    • GREEN PLUMBING & MECHANICAL
    • PROJECT PROFILES
    • COLUMNS
      • Codes Corner
      • Natalie Forster: Editorial Opinion
      • Guest Editorial
  • MEDIA
    • EBOOKS
    • PODCASTS
    • VIDEOS
    • WEBINARS
  • RESOURCES
    • INDUSTRY CALENDAR
    • DIRECTORIES
    • PM BOOKSTORE
    • CE CENTER
    • MARKET RESEARCH
    • CLASSIFIEDS
  • EMAGAZINE
    • EMAGAZINE
    • ARCHIVE ISSUES
    • CONTACT
    • ADVERTISE
    • PME EMAGAZINE ARCHIVES
  • SIGN UP!

The 5 Steps to driving phenomenal sales with sales coaching

By Al Levi
Al Levi
September 12, 2016

When it comes to your contracting business, sales coaching is the key to driving phenomenal sales. But how can you effectively coach sales without a repeatable-documented selling system to train Techs how to do sales the right way? The answer is you can’t.

The Tech selling system I teach has five steps. Each step needs to be taught and demonstrated in a certain order because one step builds on the other. If you skip steps, the system falls apart and sales suffer, as does customer satisfaction — a lose-lose scenario that can be avoided!

The five steps of the tech selling system:

1. Open the Call the Right Way

2.  Gain Permission to Survey the Premises So Nothing is Missed

3.  Price the Work That You’re Recommending Correctly

4.  Present the Menu With What Must Be Done and Extras Worth Considering

5.  Write the Kind of Work Order that Gets Signed

 

Documenting this sales system has been documented and training your techs on it is only half the battle, however. To gain traction and build a good sales culture over time you will also need to provide never-ending sales coaching for it.

Remember, Techs aren’t normally happy to talk to customers, let alone help them make good decisions. Most would love to just do the work and skip ever talking to a customer. It’s human nature but my experience has taught me that it’s especially so with Techs.

The only way to overcome this is to provide ongoing great sales training, great sales coaching and a great reward system. This is how to move Techs out of their comfort zone to where they must be, since these days the Service Tech position is also a sales position.

Selling is a skill. And like all skills, to get good you need to train-train-train-coach-coach-measure-adjust-repeat.

Think back to when you first learned to drive. No one tossed you the keys and said, “Why don’t you take the car on the highway and see how you do?” At least, I hope they didn’t.

Maybe a brave family member let you drive around an empty parking lot. Then, you probably drove a few blocks when there weren’t many people around and you worked your way up. You might have taken driver’s education classes at school or went to a privately owned driving school.

 

Good vs. Great sales coaching

Only repetition can instill the skill you desire. But, the learning curve is easier and more effective with good coaching. The same applies to constantly doing the sales process with excellent sales coaching. Here is what I recommend to make your sales coaching great:

  • Have a documented sales system that Techs get trained on
  • Have weekly classes that always covers a portion of your sales system so it’s always fresh
  • Do a lot of role-plays in class
  • Do role-plays in a hands-on training center where you can simulate a call that uses all the steps of your selling process
  • Have Mystery Shoppers who are trained on what your sales process entails give you, the owner, the feedback about what your Techs are doing or not doing when it come to the real world.
  • Do ride-alongs with your Techs a minimum of once a month. The goal being to catch them doing something great and making a big deal about it. And if there are things that need work it’s time to head to the training center and practice.

 

Suppose you don’t have a fully functioning training center…what can you do? Use your building or your home to practice running calls the right way from start to finish and focus on great communications that lead to great sales.

Sales coaching like this will get your Techs selling, keep them selling for the long haul, and enable you to grow your business with less stress and more success that much faster.

KEYWORDS: business coaching contracting business sales management small business

Share This Story

200x200 7power blog

Al Levi teaches contractors how to run their businesses with less stress and more success with operating manuals. To get control of your business and grow the right way, check out the "7-Power Contractor Signature Operating Manuals System," at 7powercontractor.com/manuals. Also check out Zoom Franchise Co. at zoomdrainfranchise.com. It’s a living example of the power of manuals and more in action.

Recent Comments

Very informative post

Experience matters even if it's not yours

Importance Of Making Employees Aware About Company Policies And Procedures

This is key for any business in my...

[No title]

Manage My Account
  • eNewsletters
  • Online Registration
  • Subscription Customer Service
  • eMagazine
  • Manage My Preferences

More Videos

Popular Stories

Hot water pipes

Campus shutdown at Oakland University exposes hidden risks of aging hot-water infrastructure

Floor heating manifold cabinet with flowmeter and PEX pipe.

Elegance extended: How to use the homerun system of connecting heat emitters

Industrial pressure gauge on a tank.

From cutting edge to classic: How to modernize outdated pneumatic control systems

Poll

Will business be up or down in 2025?

Do you anticipate business in 2025 to be up or down in comparison to 2024?
View Results Poll Archive

Products

The Water Came To A Stop

The Water Came To A Stop

See More Products
eBook | 2025 Radiant & Hydronics All Stars
×

Keep your content unclogged with our newsletters!

Stay in the know on the latest plumbing & piping industry trends.

JOIN TODAY!
  • RESOURCES
    • Advertise
    • Contact Us
    • Directories
    • Store
    • Want More
    • Supply House Times
  • SIGN UP TODAY
    • Create Account
    • eMagazine
    • eNewsletter
    • Customer Service
    • Manage Preferences
  • SERVICES
    • Marketing Services
    • Reprints
    • Market Research
    • List Rental
    • Survey/Respondent Access
  • STAY CONNECTED
    • LinkedIn
    • Facebook
    • Instagram
    • YouTube
    • X (Twitter)
  • PRIVACY
    • PRIVACY POLICY
    • TERMS & CONDITIONS
    • DO NOT SELL MY PERSONAL INFORMATION
    • PRIVACY REQUEST
    • ACCESSIBILITY

Copyright ©2025. All Rights Reserved BNP Media.

Design, CMS, Hosting & Web Development :: ePublishing