Agenda
Questions
Price Transparency
Options
Objections
100

What step in the Service System is the Agenda set?

What is the Greet step

100

What responses will you get with closed ended questions?

Yes/No. 1-2 word answers.

100

What do we offer to all clients in order to provide fair pricing?

What is Flat rate pricing. 

100

How many options should ideally be left (per your trade)?

What is HVAC = 3 (ABC) / Plumbing = 4-6

100

The critical action of confidently answering questions, concerns and objections is during what step of the Service System Process?

What is the Present step. 

200

What is the visual aid?

The Agenda card

200

Opposite of Yes/No Questions.

What is Open Ended?

200

Which # do you present first when ballparking?

What is the Highest

200

What do you do while the client is reviewing their options?

What is Zip it / stay slient.

200

Name 3 value points of our company

What are Upfront pricing, fully stocked trucks, techs - trained & background checks, Over 2,500+ Google Reviews, Satisfaction guarantee, Same day work, Operate with Integrity, Financing options. *Others applicable with detailed reasoning. 

300

The clients expectation for our visit/experience.

What is 5 star

300

What must you do once the question is asked? 

What is listen to understand.

300

In order to effectively ballpark, what must you know?

What is the pricebook. 

300

For any option you explain, always link it to...

What is client's words / conversation. 

300

What does the Value Wheel (Objection Wheel) consist of (5)

Right Company, Tech, Solution, Time & Price 

400

What are you ensuring by setting the Agenda?

What are clear expectations / no surprises / deflate balloon

400

Name the 2 types of questions you focus on asking the client. 

Lifestyle and Symptom. 

400

When do you offer Price transparency?

When client asks or during/end of system evaluation.

400

What word should you use rather than price or cost?

What is Investment. 

400

Name 2 tactics you can use to help the client better understand the issue with their home/system.

Draw pictures, Show them-Side by side, Tell a story 

500

Display setting the Agenda via Roleplay

Hit all 6 points on Agenda card 

500

Provide 3 questions that can be asked on every call?

What is 3 applicable questions. 

Ex:

How long have you lived in the home? 

What short/long term projects do you have in mind?

When's the last time you've had this system serviced/cleaned?


500

Name 1 Pricebook task and ballpark price associated in correct order.

Verify. Must be given in order of highest-lowest. 

500

What happens between building your options and presenting them? 

Reconnecting with the client. 

500

The quality of understanding and caring about another person’s point of view, experiences, emotions and interests.

What is empathy

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