Key Takeaways
The Lowdown
“Pre-educate” homeowners on all the services you offer so they can spend more 💲💲💲 with you!
How can upselling residential services during the booking call benefit my business?
Upselling residential services during the initial booking call plants seeds of interest early. This allows customers to consider their options and making them more prepared to buy, which can increase your ticket sizes and overall revenue.
What makes a service-first approach to upselling residential services more effective?
A service-first approach shifts the sales burden away from technicians, eliminating high-pressure sales tactics. This creates a more relaxed customer experience, thus leading to higher satisfaction and trust.
How does pre-informing customers about available services maximize revenue potential?
By pre-informing customers about available services, you can focus on maximizing the revenue potential of every service call. This reduces unproductive travel time and expenses, ultimately increasing net profits.
In what ways can upselling residential services build trust with homeowners?
Upselling residential services reframes the conversation as a proactive way to serve and educate homeowners. This gives them a sense of control and confidence, which in turn builds trust and enhances customer satisfaction.
Outline
Introduction – Avoid High Pressure Sales Techniques
Learning how to upsell residential services (without being pushy) can be a total game-changer. The key? Stop putting all the pressure on your techs at the door and start informing homeowners before your truck ever rolls up the driveway. We’ll share smarter, friendlier ways to boost your ticket size, increase customer satisfaction, and make every visit more profitable.
Upsell Residential Services With Quality Communication
Want to supercharge every residential sales invoice?🚀 Then STOP🛑 relying only on your chronically tardy technicians (or yourself) to “upsell” clients! (I really hate this word “upsell”!) Instead…
“Pre-orient” your residential customers about ALL their service options.
The best time to “pre-orient” a first-time caller on the additional services your workers can look after while on the job? During the initial booking call!
RESOURCE: I share “pre-orientation scripts” in my 3-hour, online Winning over your caller! (At much higher prices!) seminar. Click HERE for 100’s of ‘Lead Conversion’ ideas and systems to easily book prospects who use text, email, Facebook, website chat or even… the phone!
Seriously… imagine the power of planting the seeds of your different service offerings to germinate in a customer’s mind BEFORE your crew shows up! (Hint: It’s like waving a magic wand that makes your sales tickets increase!) ✨
WARNING: Before you rush out and add a multitude of new residential services please read and ponder on my Diversification Checklist HERE.
Want to DRAMATICALLY increase your CSRs’ “booking ratio”?🤔 Then quickly train them with my interactive Converting the “How much do you charge…?” Caller! video course. One low price (Heck, you may cover it in your first “converted caller”!👍) quickly trains unlimited phone reps!💲Click HERE to learn more… 2026 Winter Special Offer 40% Off Lifetime Access
Why Should You Pre-inform Your Customers?
I’ve got two words for you: 1) Customer Happiness! And five more words: 2) DRAMATICALLY increased sales AND profits! Think about it…
1) Homeowners really appreciate knowing what’s going on.💖 They value a company that takes the time to explain their service options. Plus, who doesn’t love feeling like they’re “in the know”? It gives them a sense of control and confidence in choosing what’s right for their home and their budget. (You “know” it’s true!😉) Pre-informing your customers is like giving them VIP access to your service menu—before your team even walks through the door!
2) It’s all about “working smarter”. Why burn fuel, wear out your crew, and cram the schedule with windshield time when there’s a better way? It’s a simple equation. Less drive time= more time on-site for additional work + relationship building= much higher NET profits!💲Find the sweet spot where trust grows, referrals flow, and those juicy NET profits start stacking up!💲 It’s not about doing more jobs—it’s about getting more from the jobs you’re already on.
HINT: Once your crew is busily working away on the new (much bigger) invoice your crew leader will have the time to visit the neighbors using this simple script to get even more work!
Pre-informing customers isn’t about bombarding them with a laundry list of services as they open the door. It’s more like slipping them the menu before they’ve even sat down at your restaurant. (See what I did there with this mixed metaphor?🙄) I’m here all week, folks! 😄🎤
Summary – Serve Your Customers, Don’t Chase After Revenue
So, if the word “upsell” makes you cringe, you’re not alone—but it’s time to rethink what it really means. When you upsell residential services by simply informing and educating your customers ahead of time, it doesn’t feel like selling at all. It feels like serving. Start the conversation early, plant the seed, and watch your ticket sizes—and customer trust—grow.