26 episodes

Close the Deal is a podcast designed for contractors and dealers, which covers everything related to the home improvement and financing space. Jake Watson, SVP of Marketing and hosts, Nishant Shah, Executive VP of Revenue and Richard Teixeira, Senior VP of Sales, will sit down with featured guests and experts to chat about everything from finance to business growth and everything in between. Think of it like hanging out with your buddies to get some business advice - the "buddies" just happen to be experts.

Be prepared for fun and insightful conversations that will not only make you think, but also make you laugh, with new episodes bi-weekly. Make sure to subscribe so you don't miss a single episode!

Close the Deal Jake, Rich & Nish

    • Business

Close the Deal is a podcast designed for contractors and dealers, which covers everything related to the home improvement and financing space. Jake Watson, SVP of Marketing and hosts, Nishant Shah, Executive VP of Revenue and Richard Teixeira, Senior VP of Sales, will sit down with featured guests and experts to chat about everything from finance to business growth and everything in between. Think of it like hanging out with your buddies to get some business advice - the "buddies" just happen to be experts.

Be prepared for fun and insightful conversations that will not only make you think, but also make you laugh, with new episodes bi-weekly. Make sure to subscribe so you don't miss a single episode!

    Ep 26: How to Sell Financing In Your Vertical

    Ep 26: How to Sell Financing In Your Vertical

    In this episode of Close the Deal, we'll be exploring some of the most effective tips and strategies for selling financing in your specific vertical. Whether you sell hot tubs, home renovations, roof upgrades, or HVAC, we've got you covered. Trust us when we say this is one episode you don’t want to miss!

    • 14 min
    Ep 25: Everything You Need to Know about Rate Buydown Promotions

    Ep 25: Everything You Need to Know about Rate Buydown Promotions

    You may have heard the term rate buydown, but do you know what it’s all about? In this episode of Close the Deal, we’ll break down what rate buydown means, how you can use it to build a financing option based on your customer’s unique needs, and how it gives you an edge in the market with rising interest rates. Tune in now!

    • 13 min
    Ep 24: Tools Designed to Help You Succeed

    Ep 24: Tools Designed to Help You Succeed

    In this episode of Close the Deal, we'll be exploring some of the most effective tools and resources we've developed to help you achieve your business goals. Whether you're looking to generate more leads, enhance your marketing materials, or improve conversations with your prospective customers, this episode is packed with practical resources, tips, and strategies that you can implement immediately to start seeing results. To make sure we cover all the bases, we've brought in not one, but two special guests for this episode: David Luo, our AVP of Product, and Dan Drori, our President of Inside Sales.

    • 26 min
    Ep 23: Scaling Up: Tips To Grow Your HVAC Business

    Ep 23: Scaling Up: Tips To Grow Your HVAC Business

    If you work in the HVAC space, this is one episode you can’t miss, because we’re breaking down the best tips and strategies for growing your HVAC business. We’ve even brought in a special guest, Matthew Pottins, Co-founder of Cre8te HVAC Management. Matthew and his team work directly with HVAC businesses to analyze growth potential. He shares his expert insights on scaling up and improving profitability, plus how to navigate the challenges that come with expanding. Tune in to learn from the best so you can start taking your HVAC business to the next level.

    • 23 min
    EP 22: How to Sell Financing in 2023

    EP 22: How to Sell Financing in 2023

    There’s no denying that the economic climate has shifted in the past year, and the last thing you want is to get left behind. In this episode of Close the Deal, we’re going to give it to you straight. The guys will walk you through the most effective ways to promote financing solutions to customers in today’s market, so you can go out and nail those sales targets

    • 25 min
    EP 21: Why Stakeholders Should Care about Financing

    EP 21: Why Stakeholders Should Care about Financing

    Financing can work wonders as a sales tool, but only if sales reps make a point of using it. For it to really work, the buy-in needs to come from all levels. In this episode of Close the Deal, the team will be discussing why stakeholders at different points in the funnel of influence should care about financing and what they can do to promote adoption among sales reps.

    • 25 min

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