How can you know what your customer needs, wants, and deserves without asking? How can you keep up with their responses if you don't write them down? You can't!

The Residential Customer Profile (RCP) is a simple and effective way to familiarize yourself with your customer's personal situation, their home and their HVAC system. This form has room for all the relevant information you need to know about the house, the HVAC equipment, and most importantly the people who call that house a "home".

From start to finish, the RCP helps you keep up with all the details associated with replacement equipment sales.

 The RCP is designed to guide you through the entire sales process - from taking the initial phone call to setting the "measure" appointment to recording what you learn in the onsite visit to closing the sale. It should be used on EVERY sales call - even if you think you already know everything you need to know about the customer! It shows you are a professional and it helps you stay in control of the entire sales process.

When printed on heavy weight paper, it can even be used as a job folder, minimizing the clutter in your file cabinets! This form helps you look even more professional in your customer's eyes and provides one place to keep all important information about the customer's job. 

Get to know your residential customers in a real, practical way.

Download our sample to see how the Residential Customer Profile can be used to strengthen the relationship between your company and your customers, organize your customer's information, and provide you with exclusive sales opportunities... just because you asked!