Comfort Advisor / Replacement Estimator

Write a good/better/best system proposal

  • Est. time saved30 min per proposal
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0011

Part of kit: Replacement sales follow-up system (step 3 of 5)

Never paste: Customer addresses, phone numbers or emails, financing applications or credit info, card numbers, gate/lockbox codes, or photos of the inside of someone's home showing family or personal items.

When to use it

After the consultation, when presenting replacement options.

The prompt

Copy this, then replace everything in [brackets].

Write a good/better/best replacement proposal summary.
Home and issues: [summary]
Good: [equipment, efficiency (SEER2/AFUE), warranty, price]
Better: [same]
Best: [same]
Included in all: [permit, removal, new pad, thermostat, labor warranty]

For each: one-line who it's for, what you get, monthly payment if financed [I'll fill from lender]. Honest differences, no exaggerated savings.

Before / after

Before: A spreadsheet of model numbers the homeowner can’t compare.

After (example output):

Good: reliable single-stage system that fixes the problem, 10-yr parts. Better: two-stage; quieter, more even temps upstairs. Best: variable-speed; best comfort and humidity control, 12-yr labor warranty. All include permit, haul-away, new pad and thermostat.

Tips

  • Lead with the homeowner’s problem, not the model numbers.
  • Use your price book and real equipment data. The AI doesn’t know your prices or what’s in stock.
  • Present, don’t push. The homeowner decides.
  • Review every draft before you send it. You’re accountable for what goes out.