P1 Service Group

Sales

• Conduct regular branch visits including ride-alongs with technicians, live call listening with CSR teams, and shadowing sessions with comfort advisors
• Provide real-time, in-the-moment coaching — observe, score, coach, and re-score on a defined cadence
• Certify branch and employee readiness before deploying new playbooks or scripts
• Partner with branch General Managers to reinforce training standards between visits
• Build and maintain a trade-specific training library (HVAC, plumbing, electrical) with purpose-built content by role
• Write CSR call scripts, objection handling frameworks, good/better/best option presentation guides, and membership pitch scripts
• Record role-play demonstrations for LMS use, including strong, average, and weak examples
• Audit existing playbooks — keep what works, rewrite what doesn't, and build a content roadmap to close gaps
• Produce ride-along scorecards, field reference guides, and coaching checklists for branch managers to use independently
• In-Home Comfort Advisors: full-cycle sales process, discovery questioning, proposal delivery, financing conversations, and follow-up cadence
• Technicians: in-home presentation skills, options-based selling, membership upsell techniques, and trust-building by trade
• CSRs / Booking Agents: call conversion, scripting, urgency creation, price objection handling, and appointment accuracy
• Convert tribal knowledge and informal playbooks into documented, scalable systems
• Use performance data to identify training gaps and build content to close them
• Package training content into role-specific reference cards, script summaries, and coaching guides for branch managers to deploy and reinforce independently

Sales Excellence Trainer