Use this template for your business
How it works
People buy air conditioners in the middle of a heat wave and decide fast, so long forms don't work here, but guided selection does. The template's first question is about the space: apartment, house, office or vacation home. That determines the capacity, the type of system and how complex the installation will be: an office and a vacation home are very different jobs.
Next come the two questions that shape the model and the price more than any other: whether they need heating and whether they need air purification. Inverter models with a heat pump cost more, but for a home that needs extra heat in winter they are the only option; fine filters are a separate topic for people with allergies. Both questions include a "not sure yet" answer, and that's fine: it doesn't push the person out of the quiz and tells your sales rep where a consultation is needed.
The last question is about installation: by your crew, by third-party technicians or equipment only. Keep that split in the request, because margin and logistics differ for these orders, and in peak season installation crews are your scarcest resource. The template promises a discount for completing the quiz: that fits a seasonal business, where the decision is made the same day.
