Finance Best Practices

Learn Tips & Tools Designed To Help You Weave Financing Into Your Sales Routine.

  • Case Study: Clegg’s Pest Control

    Case Study: Clegg’s Pest Control

    Find out how Clegg’s Pest Control used GreenSky to increase close rates by 20% and customer order sizes by offering financing at every sales presentation.

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  • Best Reasons to Offer Financing in Home Improvement2:10

    Best Reasons to Offer Financing in Home Improvement

    In this video, GreenSky’s Reid Benjamin covers a lot of ground in a short time: Some basics like the best reasons to offer financing, and an explanation of the two types of customers.

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  • The Basics of Financing - When to talk about Financing1:27

    The Basics of Financing - When to talk about Financing

    Viewing time: 90 seconds. So, when is the best time to talk about financing? Answer: Early and often. John explains why it’s so important to your bottom line in this brief overview video.

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  • Home Improvement Case Study: Tru-Comfort

    Home Improvement Case Study: Tru-Comfort

    Tru-Comfort Inc. is an HVAC company located in the Greater Lehigh Valley area of Pennsylvania. Since 1988, they have specialized in air conditioning, heating, indoor air quality and plumbing services.

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  • Home Improvement Case Study: East Coast Roofing, Siding, & Windows

    Home Improvement Case Study: East Coast Roofing, Siding, & Windows

    Since 1979, East Coast Roofing, Siding & Windows has upheld a tradition of excellence, customer satisfaction and quality workmanship.

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  • Home Improvement Case Study: Bonfe

    Home Improvement Case Study: Bonfe

    Bonfe is a family owned and operated business in the Twin Cities area that offers residential plumbing, heating, cooling, drain cleaning, electrical, indoor air quality and appliance repair services.

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  • Windows Doors Ebook: Increase Profitability by Offering Financing

    Windows Doors Ebook: Increase Profitability by Offering Financing

    In this ebook, you will learn how to use financing in your Windows and Doors business. These tips are designed to educate you on the best practice for using financing to grow your business.

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  • Three Ways to Make Your HVAC Business Stand Out from MrHVAC.com1:00:40

    Three Ways to Make Your HVAC Business Stand Out from MrHVAC.com

    Part Two of the HVAC Master Class provides proven tactics you can use right away to set your business apart and attract more leads. Use as a valuable addition to your sales strategy.

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  • Growth Tips for HVAC Business Owners from Ruth King20:44

    Growth Tips for HVAC Business Owners from Ruth King

    Ruth King has decades of experience in the HVACR industry and has worked with contractors, distributors, and manufacturers to help grow their companies.

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  • The HVAC Business Owner’s Roadmap to Becoming a Multi-Million Dollar Company

    The HVAC Business Owner’s Roadmap to Becoming a Multi-Million Dollar Company

    Revenue levels are based on Ruth’s experience and may vary based on geography, type of business, products/services offered and more.

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  • Infographic: 5 Ways to Use GreenSky Payment Options

    Infographic: 5 Ways to Use GreenSky Payment Options

    Did you know offering financing can help you increase sales? Here are 5 ways you can use payment options to increase your ASR.

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  • How To Get More Out of Your Budget

    How To Get More Out of Your Budget

    Getting the most out of your budget can be a challenge if you don't know where to start.

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  • Case Acceptance vs Optimal Case Acceptance

    Case Acceptance vs Optimal Case Acceptance

    Optimal case acceptance should be your goal with every patient. Why? Because optimal case acceptance most often results better patient results, plain and simple.

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  • Revolutionizing How Patient Financing is Done

    Revolutionizing How Patient Financing is Done

    It doesn’t take a genius to understand that if you make optimal procedures more affordable, patients are much more likely to move forward with the care you recommend.

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  • 4 ways to grow your HVAC Business

    4 ways to grow your HVAC Business

    Try these four approaches to growing your HVAC business.

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  • They called you…What happened?

    They called you…What happened?

    A patient who clearly needs dental care calls and makes an appointment. Then, when presented with an optimal treatment plan, the patient does not proceed to treatment with your practice.

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  • Merchant Spotlight: East Coast Roofing

    Merchant Spotlight: East Coast Roofing

    Since 1979, East Coast Roofing, Siding & Windows has upheld a tradition of excellence, customer satisfaction and quality workmanship. As an exterior contracting company, they mainly install new roofs,

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  • HVAC Sales & Marketing Master Class

    HVAC Sales & Marketing Master Class

    HVAC businesses! Searching for sales improvement & best practice tips? Leverage the ideas you'll learn our HVAC Sales & Marketing Master Class.

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  • How to Increase HVAC Customer Retention

    How to Increase HVAC Customer Retention

    HVAC contractors can see better customer retention by following just a few tips. Say good-bye to customers that don't come back.

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  • On Demand: Grow Your Commission Check6:43

    On Demand: Grow Your Commission Check

    Whether it’s a newsletter, email, social media posting or other outbound message, it’s important to give your audience information they can use.

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