Welcome to Worry-Free Home Comfort!

In preparation for our partnership together, we kindly request that you provide the information requested on the following pages. This information will enable us to deliver a customized onboarding experience for your team that fits seamlessly with the way you operate your business today.

To start, please give us your contact information.

First Name

Last Name

Job Title

Phone Number

Please choose your preferred training date

Please choose your backup training date

Who typically signs important contracts on behalf of the business?If someone else does, please enter their information below.

I do!Someone else does

Signer's First Name

Signer's Last Name

Signer's Title

Signer's Email

Next, we'll need some company information.

Company Legal Name

Please enter any company DBA names (separated by commas)

In business since (Year)

What city are you located in?

Next, please describe your company revenue and trade mix.

Please enter all numbers as whole numbers without the "%" or "$" symbols.

What is your total annual sales volume?

What percent of sales come from retail?

Your total mix percent of sales must equal 100%. Please adjust to make them add to 100%. Thanks!

Residential mix percent of sales?

Commercial mix percent of sales?

New construction mix percent of sales?

Which of the following services do you offer?

❄️HVAC💧Plumbing💡Electrical

Annual HVAC Residential Install Volume ($)

HVAC Install Average Ticket Size ($)

What HVAC equipment brands do you sell?

Annual Water Heater Residential Install Volume ($)

Water Heater Install Average Ticket Size ($)

What water heater equipment brands do you sell?

Annual Standby Generator Residential Install Volume ($)

Standby Generator Install Average Ticket Size ($)

What standyby generator equipment brands do you sell?

Next, we'll collect some sales team structure and process info.

Please enter all numbers as whole numbers without the "%" or "$" symbols.

Sales Manager Name

# of Comfort Advisors?

# of Selling Techs?

Current Close Rate Percentage

What Operating System do you use? (ie-ServiceTitan)

What Sales Proposal Tool do you use? (ie-ServiceTitan)

What percent of replacement sales are financed?

Next, we'll collect some service department info.

How many active maintenance agreements do you have?

What is your maintenance agreement annual renewal rate?

What percent of residential sales include an extended labor warranty?

Total Mix % of Sales Validation FieldHidden Field

% of business from retailHidden Field

Total Addressable Revenue OpportunityHidden Field

# of Agreements / $1MM of HVAC Replacement RevenueHidden Field

Regional Account Executive EmailHidden Field