Signing a financing agreement doesn't mean anyone uses it. In many plumbing companies the lender's sign-up kit sits in a drawer, one technician mentions financing and the rest don't, and the office has no idea which customers were told. The launch kit fixes that with a handful of practical materials and a short training session, so the option comes up at the same point in every large quote.
What it is
A package of materials and habits built from your lender's program summary and approved marketing pieces:
- Quote insert: a one-page sheet that goes with every quote over a threshold you set. It says payment options are available through [Lender name], subject to the lender's approval, and tells the homeowner how to apply.
- Office script: three or four sentences for whoever answers the phone, for when a caller asks "do you do financing?"
- Technician talk track: one or two sentences to use when presenting a large quote, and a list of things not to say.
- Do-and-don't checklist: the lender's rules on wording, logos and payment examples, in plain language.
- Launch log: a simple way to record which quotes mentioned financing, so funnel reporting has data from day one.
Who it is for
- Companies that have just signed with a licensed lender
- Companies that signed months ago and see almost no applications
- Owners with several technicians who each describe the program differently
What is included
- A review of your lender agreement's marketing and conduct sections, so we know what is allowed. We are not lawyers, and we flag anything unclear for you to raise with the lender.
- Drafts of every item above, in your company's voice.
- One live or video training session for office and field staff, about 45 minutes.
- Updates to your quote templates and, if you want, a matching payment-options page on your website.
- A 30-day check-in to fix whatever isn't working.
Timeline
| Week | Work |
|---|---|
| 1 | You send the agreement summary and materials; we agree thresholds and job types |
| 2 | Drafts of insert, scripts, checklist and log; you and, if required, the lender review |
| 3 | Training session; templates updated; launch |
| 7 | 30-day check-in and adjustments |
How results are measured
Three numbers: the share of large quotes where financing was mentioned (target: all of them above your threshold), the number of customers who tell you they applied with the lender, and close rates for quotes where it was mentioned versus not. If the first number is low, the problem is habits, not the program.
Mistakes to avoid
- Mentioning it only when the customer flinches. Bringing it up late can feel like a pressure tactic. Mention it calmly, on every large quote.
- Technicians quoting terms. Your staff should never state a rate or monthly payment they read somewhere. Point the customer to the lender.
- Assuming approval. Never schedule work on the basis that "financing will go through" until the lender confirms.
- Forgetting the office. The person answering the phone hears the question first.
- No written log. Without it, you will never know if the program is worth its cost.
A sample talk track
Here is the kind of wording we write for technicians, to adapt with your lender's approved terms:
"Here's the quote for the [Job type]. Some customers prefer to spread the cost, so we work with [Lender name], who offers payment options. It's their decision, not ours, and you can apply on your own time if you want to look into it. The details are on this sheet."
And the list of things not to say: no rates, no monthly figures unless the lender supplied them, no "you'll definitely be approved", and no suggestion that the price depends on whether the customer finances, unless your agreement and pricing really work that way.
Keeping it alive after launch
Programs fade when nobody checks. We suggest a five-minute item in your weekly team meeting for the first two months: how many large quotes went out, how many mentioned financing, and any customer questions nobody could answer. Those questions become additions to the office script.
Before you sign a program, read our guide on what to ask a financing provider. Then call, text or email to plan your launch.
Frequently asked questions
Will you train my technicians to sell loans?
No. We train them to mention, in one or two sentences, that payment options exist through the lender and where to learn more. Explaining terms and taking applications stays with the lender.
What if the lender already gave us brochures?
Good. We build around them. Lender brochures explain the lender; our materials explain where financing fits in your quote and your conversation.
Can technicians help a customer fill in the application?
That depends entirely on your lender's agreement and process. Many lenders want customers to apply directly. We follow whatever your agreement says and never handle applications ourselves.
How long does a launch take?
About three weeks from receiving the lender's material to a trained team.