Sales Rep
Todd
Bill
Patrick
Kelly
Other
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Company
Bill to address
Company Phone Number
Co. Website:
Contact Person(s)
Contact Title(s)
Phone
Email
Billing & Price book Contact
Billing Email Address
1. What brand(s) of geothermal are you currently installing?
Climate Master
GeoComfort
Water Furnace
Bosch
Carrier
Trane
Other
2. Approximately how many DX total geothermal systems have you ever installed?
1 - 5
5 - 10
10 - 25
25 +
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3. Approximately how many geothermal systems do you install a year?
1 -3
4 - 6
7 - 10
11 +
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4. When was the last time you installed a DX Geothermal?
5. Have you had any issues with the DX systems, explain?
6. What is the percentage of sales?
0/100
25/75
50/50
75/25
100/0
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7. What type of heating fuel is most prevalent in your service area?
Propane
Fuel Oil
Natural Gas
All Electric
8. Does your company work on refrigeration equipment like; walk-in coolers and walk-in freezers?
Yes
No
9. Do you present the price of a geothermal system?
Face to face
Email
Over the phone
Presentation w/Pics
10. Do you have a sales person?
Yes
No
10b: If so how many?
11. Does your company do Ductwork and or Zoning?
Ductwork
Zoning
We subcontract ductwork & zoning
12. Drilling Loop Approach?
Sub-Contract
In-House Drilling
Other
13. Can the Drilling contractor drill a diagonal borehole?
Yes
No
14. Excavation Work Approach?
Sub-Contract
In-House
Other
15. How many Installers & Service Technicians do you have?
15 b. How many Office Staff?
16. How many Trucks do you have?
17. What is the radius of the service area that you cover?
18. What Type of a refrigerant certification do you have?
None
Type II
Type III
Universal
19. Are any of your technicians NATE Certified?
Yes
No
20. How often do you do or have a Manual J done?
When necessary
Often
Seldom
Always
Manual J
Elite
WriteSoft
Other
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22. Do your technician(s) use a 6 CFM or higher vacuum pump?
Yes
No
23. Do your technician(s) use an Electronic micron meter?
Yes
No
24. Do your technician(s) carry Nitrogen in their trucks?
Yes
No
25. Describe your target customer?
26. Price is typically a customer’s concern. Choose which scenario you would prefer to be in: Offering a product…
that can compete with the price of what your competitors are selling.
that has more value with a lot more features & benefits than your competition even though it is a higher price.
27. What forms of marketing does your company currently use? … to grow DX?
Don’t Advertise
Billboards
Company Website
Trade/Home Shows
Print Ads
TV Ads
Radio
Social Media
Pay Per Click
Direct Mail
Internet Ads
Other
Which is most effective?
28. Would you be interested in marketing material (for any of the above) to grow your Waterless geothermal sales?
Yes
No
29. What would prevent you from pricing or selling a DX project? (Drilling, Excavating, Tie-in, Manual J etc.)
30. Currently, how does your pricing typically compare to your competition?
It’s Lower
It’s the Same
It’s higher
31. Define your Hydronic experience
No Experience
A few jobs - Need help
Many jobs - Very Knowledgeable
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32. Name/Email of who should get the price book?
HVAC Co. Email
Sales Ambassador Email
Other Email
33. What is the principal motivation for you to join our team and becoming a Waterless Geothermal dealer?
34. How Many Waterless DX Geothermal Systems would you estimate you will sell annually?
1 - 3
4 - 6
7 - 10
11 +
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35. Dealer is capable of Designing & Installing the following products types: (approval is subject to change by Total Green)
DX Geo Forced Air Systems
DX Geo Hydronic Systems
DX Geo Multifunction Systems
Dealer Notes, Comments, or Concerns:
(Sales Rep Opinion:) Is this a Potential Once & Done System / Dealer?
Yes
No