The Challenge: Slipping Sales and Missed Opportunities

For this home services company, sales performance had stalled. Despite having leads in the pipeline, the team was struggling to close jobs in the field.



The culprit? Inconsistent quoting processes and a lack of technician confidence. Without professional proposals or the right training, technicians were missing opportunities—and revenue was slipping through the cracks.

The Need: Fast, Field-Friendly Sales Tools

The business needed a quoting system that was:

• Fast and easy to use in the field
• Professional and consistent across technicians
• Supported by coaching to build confidence and communication skills
• Able to close more jobs on the spot

The Solution: ThermoGrid + RISE Coaching

With ThermoGrid’s quoting tool and RISE’s sales coaching program, the company made fast improvements that paid off immediately.

Application

ThermoGrid’s built-in quoting tool allowed technicians to build professional proposals using a repeatable and confident sales process—right from the job site.

Business Advisory Services

RISE Coaching provided sales scripts, confidence-building exercises, and objection-handling techniques that gave techs what they needed to close more deals.

Results Achieved: Fast Gains That Stuck

• Close rate jumped from 45% to 75% in just 3 weeks
• Immediate impact on revenue and job conversion rates
• Technicians reported higher confidence and professionalism in the field

“Our close rate jumped from 45% to 75% in just 3 weeks. ThermoGRID quoting & coaching gave my techs the confidence and tools to close more sales.”
— Jamie S., Service Manager

Final Takeaway

Selling in the field doesn’t need to be stressful or uncertain. With the right tools and targeted coaching, even underperforming teams can become consistent closers.

If your team needs to sell with more confidence, ThermoGrid and RISE Coaching can help you turn quotes into closed deals—faster than you think.

Contact us today for a demo or consultation.