During peak season, home improvement contractors often believe scaling revenue means working harder—more calls, more quotes, and more appointments. But what if you could achieve greater growth without exhausting your team or burning out your best people?
At CertainPath, we specialize in business coaching for trades, helping HVAC contractors, plumbing contractors, electrical contractors, and roofing contractors elevate their sales teams. Our coaching strategy emphasizes smarter selling—building early trust, communicating clearly, and guiding homeowners through a structured, repeatable sales process.
When you pair this approach with powerful visual sales tools, like Conduit’s innovative in-home sales and design platform, your team can consistently execute proven methods faster, more confidently, and with significantly less stress. The result? Increased revenue, improved customer experiences, and a healthier, more sustainable business model.
Turning Training into Execution
Training alone doesn’t ensure consistent execution in the field. Likewise, tools alone won’t automatically create excellent communicators. However, when combined effectively, both your sales team and homeowners benefit significantly.
CertainPath’s coaching approach trains salespeople in a structured in-home sales process, helping them identify homeowners’ comfort concerns, visually demonstrate recommendations, and build trust without pressure. Yet during peak seasons or with newer HVAC technicians, essential steps can sometimes be overlooked due to busy schedules or limited experience.
This is where visual sales tools play a critical role. By integrating a robust platform like Conduit into your sales process, your structured approach becomes intuitive and second nature for your sales team:
- Comfort Survey: Guides salespeople in asking essential questions, actively involving homeowners in understanding their needs.
- LiDAR Scan and 3D Modeling: Quickly captures accurate room dimensions and generates visual models, enhancing transparency and trust with homeowners.
- Room-by-Room Airflow and System Visuals: Makes complex technical details clear and understandable, improving homeowner engagement.
- Professional Reports: Streamline handoffs, reduce callbacks, and efficiently complete the sales process.
These tools don’t just boost salesperson confidence—they significantly enhance the homeowner’s overall experience. A study by Salesforce (2020) found that 84% of business buyers are more likely to purchase from sales reps who clearly understand their goals. Similarly, research by Harvard Business Review (2016) states that emotionally connected customers are more than twice as valuable as those who are merely satisfied, demonstrating that clear and confident communication consistently delivers stronger results.
Coaching and Tools: A Powerful Combination
Effective HVAC business coaching thrives when supported by consistent systems and proven tools. CertainPath’s coaching philosophy seamlessly integrates with visual sales platforms like Conduit, ensuring a uniform and highly effective sales approach.
When every salesperson follows the same structured workflow—comfort surveys, LiDAR scans, comprehensive reporting, and proposals—coaches gain precise, actionable insights. Robust tools like Conduit offer clarity and visibility, enabling your coaches and managers to identify exactly where reps may need additional guidance and providing a powerful feedback loop that accelerates your team’s growth.
Bo Olorunfunmi from Conduit highlighted this synergy during a recent training session, emphasizing that their tool complements CertainPath coaching by providing a genuine selling advantage—not just performing calculations, but empowering salespeople with confidence and clarity.
Smarter Sales, Not Longer Days
When your coaching and technology align effectively, your sales team doesn’t need to hustle harder—they simply perform better and smarter.
CertainPath members using Conduit’s visual sales tools alongside structured coaching have experienced impressive results, including:
- 21% increase in close rates
- 32% increase in average ticket sizes
- 126% year-over-year revenue growth among teams fully adopting these methods
Beyond metrics, contractors consistently report significant improvements in their team’s experience. Clear visuals, reduced manual effort, and a reliable, repeatable sales process ensure your salespeople feel supported, confident, and far less stressed, leading to better performance and lower turnover rates.
Ultimately, success in HVAC sales isn’t about simply adding more training sessions or technology tools. It’s about strategically integrating proven coaching with visual sales support to create empowered teams who build genuine trust and close more deals consistently.
Take Your Sales Team to the Next Level—Without Burnout
Ready to empower your sales team and achieve sustainable, profitable growth?
- To learn more about how CertainPath’s proven HVAC coaching can rapidly improve your sales performance, click the “Schedule Your Discovery Call” button at the top of this page.
- To explore the visual sales tools discussed in this article and see firsthand how they can enhance your sales process, visit our trusted partner, Conduit.
Together, we can build your path to increased sales success—without burning out your team.
Because exceptional sales growth shouldn’t come at the expense of your team’s well-being.
