Close More HVAC Jobs with Smarter Financing
Increase financing approvals, lower dealer fees, and boost your close rates—all with a custom financing strategy tailored to your business.
Why Financing Matters
✅ 70% of homeowners can’t pay upfront
✅ The right financing increases close rates by 10-20%
✅ Contractors lose $50K+ a year by not offering better financing
Why Work With Us
We help HVAC businesses increase financing approvals, reduce lender fees, and close more high-ticket sales with a custom financing strategy.✔ Higher Approvals – We refine your lender stack for maximum approvals & best terms.
✔ Lower Fees – We help you negotiate better dealer fees and protect your margins.
✔ Stronger Sales Training – Your team will be trained to close more financing deals effectively.📌 Plans start at $1,500 – Book a Free Consultation Today!
How it Works
✔ Step 1: Free Strategy Call – We analyze your financing setup & missed revenue opportunities.
✔ Step 2: Custom Financing Plan – We create an optimized lender waterfall strategy.
✔ Step 3: Sales Team Training – We teach your team how to close more financing deals.
✔ Step 4: Ongoing Optimization – We monitor lender terms & adjust for maximum approvals.
Choose a Plan That Fits Your Needs
One-Time Consultation
💡 Best for HVAC businesses that want a one-time deep dive into their financing strategy.🔹 Financing Strategy Audit – $1,500
✔ Review current financing setup, approval rates, and lender fees.
✔ Identify gaps & missed revenue opportunities.
✔ Actionable recommendations for improving approvals & close rates.
✔ Provide a custom lender stack recommendation.🔹 Full Financing System Setup – $3,000
✔ Everything in the Financing Strategy Audit.
✔ Implement an optimized lender waterfall strategy.
✔ Train the sales team on financing objections & closing techniques.
✔ Create custom financing scripts & marketing materials to increase conversions.🔹 VIP Hands-On Implementation – $7,500
✔ Everything in Full Financing System Setup.
✔ Direct lender negotiations to lower dealer fees.
✔ Custom financing dashboard & KPI tracking setup.
✔ One-on-one coaching for sales reps to improve financing conversions.
Ongoing Support Plans
💡 Best for HVAC businesses that want long-term financing strategy management.🔹 Growth Package – $500/month
✔ Monthly lender rate updates & strategy tweaks.
✔ Email support for financing-related questions.
✔ Quarterly sales training to improve financing close rates.🔹 Growth Partner Plan – $1,500/month (🔥 Most Popular!)
✔ Everything in the Growth Package.
✔ Direct lender management & rate negotiation.
✔ Monthly sales team coaching & financing objection handling.
✔ Custom financing performance reports to track success.🔹 Full-Service Financing Management – $3,000/month
✔ Everything in the Growth Partner Plan.
✔ Hands-on lender applications & financing approvals.
✔ Custom marketing materials to promote financing options.
✔ Dedicated consultant for 24/7 financing strategy optimization.
Performance-Based Plans
💡 Best for HVAC businesses that want financing optimization without upfront costs.🔹 Financing Success Fee – 1% of total financed revenue
✔ Paid only when financing is approved & used.
✔ Example: If you finance $500,000 in HVAC jobs per month, you pay $2,500/month.
✔ Guarantees you only pay for results—no upfront risk.🔹 Per Approved Application – $100 per funded loan
✔ Encourages contractors to use the financing system we help build.
✔ Ideal for businesses processing 20+ financing deals per month.
✔ Low-risk, performance-based payment structure.
You’re Leaving Sales on the Table – Let’s Fix That Today
Most HVAC businesses lose thousands in sales because they don’t offer the right financing options. We help you increase approvals, close bigger jobs, and never lose a sale again due to lack of payment options.
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