Sales Process
Costco
Sales
Cool Bear
Potpourri
100

What two items are required to be uploaded to Service Titan with every Costco proposal?

What are

1. Heat load calculation

2. Duct Work Disclosure

100

How many Costco locations does Cool Bear Have?

What are 9 

100

What is the goal for closing percentage?

What is 25%

100

What big Box Retail Partners does Cool Bear work with?

What are Costco and Home Depot

100

What does CFM stand for?

What is Cubic Feet Per Minute

200

What is required in service titan if we run a lead and the customer is not home?

What is a picture in service titan of the door and your business card. 

200

What is the name of the of the system that sends us Call Center leads from Costco?

What is Centah

200

How much are you paid for a manager special in the month of July?

What is $400.00 

200

What are the first and last names of the founders of Cool Bear?

What are Jake Mazhar and Bill Mashraky

200

How do you calculate CFM for duct size?

What is multiply the size of the HVAC unit (in tons) by 400.

300

How many steps are there in our sales process?

What are 8

300

What form is needed that is required to take a lead out of the Costco Program?

What is the Exception Form

300

What is the name of the follow up text message program that Cool Bear uses?

What is Hatch

300

What are the core values of Cool Bear

What are honesty, integrity, loyalty, courtesy and respect.

300

What Does NPS stand for

What is Net Promotor Score

400

What was our sales per day goal for the month of July.

What is $75,000 per day.

400

What are the two reasons that we would take a lead out of the Costco Program? 

What are 

1. The unit will not fit or is not available through Lennox.

2. New construction or commercial application. 

400

What is the name of the A.I. program that we signed up for that records comfort advisor presentations with our customers?

What is Rilla

400

What city was Cool Bear located in before Delray Beach?

What is Boynton Beach. 

400

What is the additional Bonus for selling 1 Carrier unit?

What is $100.00

500

What are the steps of the sales process?

What are:

1. Mindset

2.Professionalism

3.Introduction

4.Discovery

5.Value Proposition

6.Product Selection

7.Scope of Work

8.Ask for the order

500

What is the name of the current CEO for Costco

Who is Ron Vachris

500

What is the July goal for close rate, average ticket, and number of sales per day?

What is 25%, $12,500 and 6. 

500

What is the month and sales amount for record sales for Cool Bear.

What is May 2024 and $1,525,000

500

What is Cool Bear's NPS score goal?

What is 75