The Comfort Survey helps you focus on your customer’s personal comfort needs on a room-by-room basis. You’ll uncover family health issues and document air quality improvement opportunities. You’ll be better prepared to discuss equipment efficiency and the impact on energy bills. Plus, you’ll have everything you need for a successful follow-up call.

Automated cloud storage means call center staff, sales managers, and owners also have access to all the information needed to help move the deal forward when the consultant isn’t available.

Document and Display ALL Your Customer’s Needs In One Place — Always Accessible

The Comfort Survey is an engaging, interactive sales tool that helps you discover and document the needs, wants, and wishes of every customer. It also allows you to perform follow-up work and manage your sales team from a distance, ensuring full transparency and accountability.

• In-Home Photos. Use photos to document your sales call — pet photographs build rapport with customers — and jog your memory for better follow-up calls.
• Automatic Record-Keeping. Keep Sales Builder Pro proposals and Comfort Surveys on your tablet — no more hunting for lost files or shuffling papers.
• Customize Your Comfort Survey. Start with our professionally designed Comfort Survey form. Then, customize it to reflect your own value proposition to fit your company and target market.

Start with our professionally designed Comfort Survey. Then customize it to reflect your value proposition and to fit your target market.