The benchmarks below will help you gauge if your process is optimized. Be patient, it takes time to hone the skills needed to meet these objectives but be confident you can do it just as many others across the country have. This process has been proven in many markets and during good and bad economic times.
If you perform the full Mandatory and Secondary lead condition inspection on every appointment you will identify a replacement lead in 1 out of 8 or 10 appointments. You must have the discipline to perform the full Everrest inspection every time or the replacement sales will not materialize. It is a numbers game and if you follow the process you will see results.
A ratio of 80% Replacement Sales versus 20% Service Sales equates to a “4 to 1” Replacement Ratio, which means for every $100,000 in Service Sales you should have $400,000 in Replacement Sales.
We have found that the Closing Rate Goal from Tech Leads can be expected to be at least 75%. This assumes you’re following The EverRest Group’s recommendation of getting your salesperson/supervisor to the home immediately while your technician is there. This is critical and is the fifth Critical Component of Success-Operate with a sense of urgency.
This process limits the amount of price shopping competition your company will face which is part of the reason the close rate is well above industry averages. The other key reason is that as the technician you have earned the trust of the customer during the inspection process. From how you look, to your preparation for the call, to how you interact with the customer you have set the stage for your supervisor to complete the sales process.