In this episode of Close the Deal, we'll be exploring some of the most effective tools and resources we've developed to help you achieve your business goals. Whether you're looking to generate more leads, enhance your marketing materials, or improve conversations with your prospective customers, this episode is packed with practical resources, tips, and strategies that you can implement immediately to start seeing results. To make sure we cover all the bases, we've brought in not one, but two special guests for this episode: David Luo, our AVP of Product, and Dan Drori, our President of Inside Sales.

If you work in the HVAC space, this is one episode you can’t miss, because we’re breaking down the best tips and strategies for growing your HVAC business. We’ve even brought in a special guest, Matthew Pottins, Co-founder of Cre8te HVAC Management. Matthew and his team work directly with HVAC businesses to analyze growth potential. He shares his expert insights on scaling up and improving profitability, plus how to navigate the challenges that come with expanding. Tune in to learn from the best so you can start taking your HVAC business to the next level.

There’s no denying that the economic climate has shifted in the past year, and the last thing you want is to get left behind. In this episode of Close the Deal, we’re going to give it to you straight. The guys will walk you through the most effective ways to promote financing solutions to customers in today’s market, so you can go out and nail those sales targets

Financing can work wonders as a sales tool, but only if sales reps make a point of using it. For it to really work, the buy-in needs to come from all levels. In this episode of Close the Deal, the team will be discussing why stakeholders at different points in the funnel of influence should care about financing and what they can do to promote adoption among sales reps.

There are a number of terms and phrases that you’ll encounter when working in the financing space, and it can get a little tricky trying to keep them all straight, especially if you’re new to the world of consumer financing. In this episode of Close the Deal, we’ll help break down some of the most common terms, so you can go out and sell with confidence. Whether you’re a business owner starting out with consumer financing for the first time, a seasoned sales rep looking to brush up on your terminology, or just someone wants to be more well-versed in financing, this episode is exactly what you need!

For this episode, we’re bringing you firsthand insight on how financing can help take your business to the next level with our featured guest, Brian Kavaratzis, Partner at Consumer Direct Windows & Doors. Brian will share how he first got into financing and how the company has been able to use it to drive exponential growth over the years.