Comfort Advisor / Replacement Estimator

Prep for an in-home consultation

  • Est. time saved15 min per visit
  • Works withCopilot · ChatGPT · Gemini
  • GroupSell & Install
  • Ref.WO-0012

Part of kit: Replacement sales follow-up system (step 2 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

The night before or the morning of a replacement appointment.

The prompt

Copy this, then replace everything in [brackets].

Help me prep for an in-home replacement consultation.
Lead notes: [from tech/CSR: system type, age, problem, repair quote]
Homeowner concerns: [cost, comfort upstairs, noise, efficiency, allergies]
Home: [size, stories, age, ductwork notes]
Our options: [equipment lines we sell]

Give me: questions to ask, what to inspect (ducts, electrical, venting, drain, line set), likely options to bring, and how to open the visit.

Before / after

Before: Walking in and asking the same questions the tech already asked.

After (example output):

Open: ‘Marco told me the upstairs never cools and the repair was about $2,400. Did I get that right?’ Inspect: return air size (likely undersized for 3-ton), attic ducts, line set reuse. Bring: 2 single-stage and 1 variable-speed option.

Tips

  • Read the tech’s notes before you go. Customers notice.
  • 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.