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How did you hear about HVAC 2.0? What sparked your interest in HVAC 2.0? Referral Code / Promo Code:

What best describes your position and annual sales?
Owner
Sales Manager
Sales Person
Technician
Other (fill in field):
Annual Sales
0-1M
1-3M
3M+

What brought you here? On a scale from 1-10, how much do you agree with the statement: from 1 not at all to 10 strongly agree:
I want a technical sales process that customers like and is easy to learn.
1 2 3 4 5 6 7 8 9 10
I wish clients were better educated when I got to the house.
1 2 3 4 5 6 7 8 9 10
I'd like clients to choose better equipment.
1 2 3 4 5 6 7 8 9 10
I don't want responsibility for equipment sizing unless I get paid to do it well.
1 2 3 4 5 6 7 8 9 10
I consistently get blamed for unsolved issues that are a result of client choices or budget constraints.
1 2 3 4 5 6 7 8 9 10
I sometimes run into whole home problems I can't diagnose or fix and would like tools for that.
1 2 3 4 5 6 7 8 9 10
My income goes away in the slower/shoulder seasons and I'd like fill in work.
1 2 3 4 5 6 7 8 9 10
My work runs me, I don't run it.
1 2 3 4 5 6 7 8 9 10
It feels like I'm always putting out fires. Warranty/callbacks are costly to my company and we'd like to fix that.
1 2 3 4 5 6 7 8 9 10
I'm open to new ways of doing things.
1 2 3 4 5 6 7 8 9 10

Is there another frustration we haven't touched on that brought you here?

For any scores above 5, could you please give us more detail?

Are you an HVAC contractor?
The HVAC 2.0 program is specifically built for HVAC contractors. We'll accept non-HVAC companies on a case by case basis.
Yes No

What are you hoping HVAC 2.0 can help you with?
Want to better myself/be better than competition
Want to be able to solve more problems/have been frustrated by some unsolvable problems
Want to make more money
I'm looking for a repeatable sales process
Want to reduce getting blamed for things I can't control

Which one of those is most important?
Want to better myself/be better than competition
Want to be able to solve more problems/have been frustrated by some unsolvable problems
Want to make more money
I'm looking for a repeatable sales process
Want to reduce getting blamed for things I can't control
Other:

Does having a clearly defined sales process sound appealing?
Not Appealing 1 2 3 4 5 6 7 8 9 10 Very Appealing

Why?

How much would you like a scripted path to offer Home Performance services that a rookie could follow?
Meh 1 2 3 4 5 6 7 8 9 10 Take my money!

What size is your company?
$0-1 million/year $1-3 million/year $3+ million/year

Do you know your closing ratio (Jobs done / Quotes given)? What is it?
I don't track 0-20% 20-40% 40-60% 60-80% 80-100%

Do you have a blower door? *
Yes (skip the next question) No

If no, check all that apply:
I'm planning to buy a blower door within 1 month
I'm planning to buy a blower door within 3 months
I'm planning to buy a blower door within 6 months
I'm willing to subcontract blower door testing
I can borrow a blower door
I do not plan to get a blower door

Can you perform worst-case load calcs that include CFM50 leakage?
Yes No (skip the next questions)

Which load calculation software do you use?
I don't use load calc software
WrightSoft
CoolCalc
ManJ On Paper
Energy Design Systems aka Auditor
Other:

What % of jobs do you run a load calc on?
0-25% 26-50% 51-75% 76-100%

What % of jobs do your competitors run a load calc on?
0-25% 26-50% 51-75% 76-100%

I knew that I could give out free chapters of The Home Comfort Book with no strings.
Go here to get them! http://bit.ly/HVACContractorsChapters We also have canned emails for sending them out and encouraging homeowners to read them.
Yes No

Have you read / listened to Home Comfort 101 or HVAC 101?
Videos: http://bit.ly/HCBChapterVideos All chapters: http://bit.ly/ComfortGuides
HVAC 101
Home Comfort 101
The whole Home Comfort book
None of the above

What chapters have you given away?
HVAC 101
Home Comfort 101
The whole Home Comfort book
None of the above

How many clients read or scanned the chapters?
0-25% 26-50% 51-75% 76-100%

What happened? How did they react? Did it help or hurt the sale?
A story is required to get into the Monday night meetings and the advanced group. You'll be asked every week how many chapters you gave away and what feedback you got. They're integral to selling better equipment and making your work more fun/profitable. Where on your website do you advertise the free chapters?

I will read or listen to "You Can't Teach a Kid to Ride a Bike at a Seminar". *
HVAC 2.0 is based on the Sandler Sales System (which is all consultative, not pushy standard sales.) This book is the place to begin. You won't feel slimy using this system, it's all about educating and offering options. Buy here
Yes No

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1. Definitions In these Terms and Conditions, the following terms shall have the following meanings:

"SaaS Services" means the software and services provided by Vendor to Customer under these Terms and Conditions, as more fully described in the Schedule.
"Schedule" means the attachment to these Terms and Conditions that lists the specific SaaS Services to be provided by Vendor to Customer.
"Customer Data" means any data or information that Customer provides to Vendor in connection with the use of the SaaS Services.
"Vendor" means TrustBridge Data LLC.
"Customer" means the person or entity that accepts these Terms and Conditions.

2. Grant of License Vendor grants to Customer a non-exclusive, non-transferable license to use the SaaS Services in accordance with these Terms and Conditions

3. Customer Data Customer is responsible for the accuracy, quality, and legality of all Customer Data. Vendor shall not be liable for any loss or damage to Customer Data, and Customer agrees to indemnify and hold Vendor harmless from any claims arising out of or in connection with Customer Data. Customer grants to Vendor a non-exclusive, non-transferable license to use Customer Data for the following purposes:

To provide the SaaS Services to Customer;
To improve the SaaS Services;
To develop new products and services;
To market and sell the SaaS Services; and
To comply with applicable laws and regulations.

Customer may request that Vendor delete Customer Data at any time by contacting Vendor at the Notices address below.

4. Term and Termination These Terms and Conditions shall commence on the Effective Date and shall continue for the Term specified in the Schedule. Either party may terminate these Terms and Conditions at any time upon 30 days' written notice to the other party.

5. Fees Customer shall pay Vendor the fees for the SaaS Services as specified in the Schedule. Fees are due and payable in advance on a monthly or annual basis, as specified in the Schedule.

6. Intellectual Property All intellectual property rights in the SaaS Services, including but not limited to copyrights, trademarks, and patents, are owned by Vendor. Customer shall not use the SaaS Services in any way that infringes on Vendor's intellectual property rights.

7. Customer Name and Logo Customer grants to Vendor a non-exclusive, non-transferable license to use Customer's name and logo in Vendor's marketing materials, including but not limited to website, brochures, and social media posts. Vendor agrees to use Customer's name and logo in a respectful and professional manner.

8. Governing Law These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of Ohio.

9. Entire Agreement These Terms and Conditions constitute the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written.

10. Severability If any provision of these Terms and Conditions is held to be invalid or unenforceable, such provision shall be struck from these Terms and Conditions and the remaining provisions shall remain in full force and effect.

11. Notices All notices and other communications hereunder shall be in writing and shall be deemed to have been duly given when delivered via email as follows: If to Vendor: legal@hvac20.com If to Customer: the email address under which the account is registered or to such other address as either party may designate in writing from time to time.

12. Waiver No waiver of any provision of these Terms and Conditions shall be effective unless in writing and signed by both parties.

13. Headings The headings in these Terms and Conditions are for convenience only and shall not affect their interpretation.

14. Counterparts These Terms and Conditions may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.

15. Click-Through License By clicking on the "Accept" button below, Customer agrees to be bound by these Terms and Conditions.

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