How to Create a Sales Presentation

An HVAC Contractor in West Virginia asked:

I want to know how to create a sales presentation for my techs, are there any templates?

Long explained that there are many programs and places that will give the frame work to creating a sales process. “At EGIA, we’ve gone even further. If contractors go through our online in-home selling program, there’s an actual presentation book that you can use right off the shelf.”

Long also said that he’s seen companies take the exact book offered to Contractor University members and have a lot of success implementing that exact process.

“Obviously at EGIA, our mission is to simplify this process for contractors,” said Long. One of the most common pitfalls for contractors, according to Long, is that they’ll take a sales training course and then go and try to create their own presentation book from scratch.

Instead, contractors should use one of the premade templates available to them and customize it to their specific needs. While some contractors may be successful doing this work on their own, they are much more likely to also make some mistakes that would not happen if they used another resource.

Weldon Long is a successful entrepreneur, powerful speaker, sales expert and author of the NY Times Bestseller, The Power of Consistency – Prosperity Mindset Training for Sales and Business Professionals.

Our faculty members have also answered questions on other topics related to financial structure in the contracting world, including What Are Your Priorities on Sales Calls? and How to Close Sales When Competing Against Better Offers.

Hear more from our “Ask The Experts” faculty members on “Cracking The Code,” our weekly web series.

Contractor University members can click here to log in to their member dashboard and submit a question through the Ask the Expert portal.