Baseline Selling Guide
New Sales Rep Quick Reference — Superior CO-OP HVAC / Adirondack Heat Pumps
🎯 What Is Baseline Selling?
Baseline selling is a structured, repeatable process that moves every prospect through the same four phases: Connect → Discover → Present → Close. It removes guesswork, keeps you in control of the conversation, and gives you a predictable pipeline you can grow from. Think of it as your floor — the minimum standard every call and visit should meet before you advance to advanced techniques.📋 The 4-Stage Process
1
Connect — Build rapport fast. Ask about the home, the family, how long they've lived there. People buy from people they like.
2
Discover — Ask qualifying questions. Uncover pain: high bills, uneven temps, old equipment, allergies, noise. Listen more than you talk.
3
Present — Match your solution to their problem. Feature → Benefit → Proof. Lead with comfort and savings, not specs.
4
Close — Ask for the decision. Use assumptive language: "Which date works best for install?"
🔍 Key Discovery Questions
- "What's your current heating/cooling setup?"
- "Are there rooms that never get comfortable?"
- "What does your average energy bill run in winter?"
- "How old is your current system?"
- "Have you had any repair calls lately?"
- "Is anyone in the home sensitive to air quality?"
- "How long are you planning to stay in this home?"
- "Have you looked into heat pump rebates before?"
⚡ Your Pitch Formula — Feature → Benefit → Proof
Feature
What it IS
→
Benefit
What it DOES for them
→
Proof
Why they should BELIEVE you
🛡️ Common Objections & Responses
"It's too expensive."
Break it into monthly financing. Compare to current fuel cost + repair bills. Ask: "If it pays for itself, would cost still be the issue?"
"I need to think about it."
Find the real hesitation: "Of course — what's the main thing on your mind? Is it the investment, the brand, or the timing?"
"I'm getting other quotes."
Welcome it: "Smart move. While you do that, let me show what sets us apart — Diamond Elite status, in-house service, and rebate processing."
🏆 Lead With Our Advantages
- Mitsubishi Diamond Elite Contractor — top 1% nationally
- In-house installation & service — no subcontractors
- NY & VT rebate experts — we handle the paperwork
- Veteran-owned business
- Flexible financing available on approved credit
- Mitsubishi only — by choice — we don't split focus across brands. Every installer, every technician, and every recommendation is built around one system done right
📅 Daily Pipeline Habits
✓
Log every lead and touchpoint in Kickserv same day
✓
Follow up every quote within 48 hours — no exceptions
✓
Send a Podium review request after every install
✓
Know your current rebate amounts for NY and VT
✓
Never leave a visit without a clear next step agreed upon

