Q&A – Tips for Moving to HVAC Sales – Short #226

In this short Q&A podcast episode, Bryan answers a listener-submitted question and gives some of his tips for moving to HVAC sales from field technician/installer roles. The world of sales has a different pay structure, which makes it an appealing option to many technicians.

Salespeople need to be able to have money conversations with confidence and not be afraid to talk about pricing. You can practice these conversations with friends or fellow technicians, including answering questions and responding to objections.

Sales confidence is another key to success in sales. Many successful sales techs go into sales with the assumption that the client wants to work with them and aren’t timid because they’re confident they’ll make the sale. Great salespeople also seek out feedback to learn and grow from.

Many great salespeople in the HVAC industry also benefit from learning about load calculations, equipment selection, and duct design, particularly via the ACCA manuals and software like Wrightsoft and Kwik Model 3D. The HVAC Grapevine, NCI, and TEC all have great educational resources about building science. Deploying test instruments, including blower doors, duct blasters, and thermal imaging cameras, also gives you vital information about the structure and shows clients that you’re going above and beyond for their comfort; you’re delivering quality and doing so with integrity.

Communication skills are a crucial part of sales, and the best thing you can do to start honing your communication skills is to ask good questions and listen for valuable answers. Empathy is also important in sales, and it’s most effective when you can understand your client’s priorities.

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