Prepare confidently, guide better conversations, handle objections naturally and close with clarity.
Keep changing offers and service claims in one place. These settings are retained when an appointment is cleared.
Review these fields whenever provider offers, eligibility or approved wording changes. Blank settings are omitted from generated summaries where possible.
A quick guide to getting the best from the Utilities Sales Coach.
The Utilities Sales Coach brings the complete appointment journey into one place. It helps you prepare, guide the conversation, compare services, respond to objections, ask for the business and record the outcome consistently.
It can be used on a computer or laptop, tablet, or phone, so you can choose the device that works best for each appointment.
Use it as coaching support rather than a script. Keep the conversation natural, listen properly and adapt the prompts to the person in front of you.
Follow the guided journey from preparation through to the final appointment summary.
Enter the prospect details, what you already know and the main reason for the appointment.
Use the opening, presentation prompts and reminders naturally rather than reading them word for word.
Include only the services being discussed, enter the figures and recalculate whenever the quote changes.
Use the temperature check, objection guidance and looping support to decide the right next step.
Ask for the business, record the outcome and copy the final summary into your notes or CRM.
Details remain available while the current browser or app session is open, including when moving between screens or refreshing. Use Clear saved appointment whenever you need to reset everything during a call. Offer and wording settings are retained separately.
Add a home-screen icon so the coach is easy to open on your phone or tablet whenever you need it.
Open the Utilities Sales Coach link in Safari on your iPhone or iPad.
Tap the Share button — the square with an upward arrow .
Scroll down and choose Add to Home Screen.
Switch on Open as Web App.
Tap Add.
Open the Utilities Sales Coach link in Chrome.
Tap the three-dot menu beside the address bar.
Choose Add to home screen.
Select Create shortcut, then tap Add. Some phones may show Install app instead.
The exact button wording can vary slightly depending on the phone and browser version.
OmniTech Design is a trading name of Gen-A Group Ltd.
Capture what you already know. Leave anything unknown blank.
These figures will automatically populate the comparison.
What happened when you called?
Use this naturally rather than reading it word for word.
Quick reminders to glance at while speaking.
Capture anything that should shape the recommendation or follow-up.
Acknowledge, clarify, respond and confirm.
Acknowledge
Clarify
Respond
Confirm
This will populate automatically with the yearly saving when a positive saving has already been calculated. Otherwise, enter the amount manually.
Looping means calmly revisiting the recommendation service by service, using the details from the quote to reinforce the value and help uncover what is really holding them back.
Use the looping script when the prospect seems unsure but has not raised a clear objection, or when you are not yet certain which objection needs handling.
Okay, let’s put what you’ve currently got side-by-side with the recommendation, so we can see the overall picture properly.
Services start unticked and are selected automatically once the required price fields are complete. You can still untick any service you do not want included.
Current details are populated from discovery.
Current details are populated from discovery.
Discovery SIMs appear automatically. Add any others needed for the comparison.
Add boiler cover or income cover where relevant.
This is for you to gauge. Think about their tone of voice, body language, facial expression and how the result appears to have landed.
Use your judgement based on their response and the overall feel of the conversation.
Recap only the services included in the comparison and highlight the relevant improvements. Avoid comparing individual service prices; bring the overall figures together at the end.
Take each service one at a time, remind them of the package and improvements, and keep the individual recap focused on value rather than price. Use the overall totals only when you bring everything back together.
Deliver this naturally and confidently, then allow the customer to answer.
Do not weaken the close by adding another explanation. Give them space to answer.
Select and copy it into the CRM.
Select the summary, then use Ctrl+C or your device’s copy command.