Exclusive Transition Package Sales Script

(For existing equipment not installed by us)

 

GREETING & DISCOVERY

"Thank you for calling [Company Name], this is [Your Name]—how can I help you today?"

[Let them explain their issue.]

 

QUALIFY & TRANSITION INTO THE OFFER

"Thanks for sharing that! Just to confirm, it sounds like your system wasn’t originally installed by us, is that right?"

[Wait for confirmation.]

"No worries at all—this is something we actually specialize in. We offer a service designed exactly for situations like yours. It’s called our Exclusive Transition Package, and it’s the required first step when we’re servicing equipment we didn’t originally install."

 

WHY IT’S REQUIRED

"Before we can begin any regular service or troubleshooting, we need to bring your system into our care properly. That means understanding how everything is set up, confirming it's up to date, and ensuring we can safely and effectively support it long-term. That’s exactly what this package is for."

 

PACKAGE HIGHLIGHTS

"For a one-time fee of $499, here’s what you get with the Exclusive Transition Package:"

• ✅ Up to 3 hours of on-site service with our technician
• ✅ A complete system evaluation with tailored recommendations
• ✅ Any firmware updates your equipment needs
• ✅ We’ll transfer any dealer accounts into your name so you have full control
• ✅ Plus, 3 months of our Exclusive Care membership, which gives you priority support and 25% discounted service labor moving forward...

"And after those 3 months, you can keep the membership going at $59/month, which includes ongoing support and perks."

 

VALUE EMPHASIS

"I totally understand you may just want something fixed quickly—but this approach actually gives you way more value than a regular service call."

💡 Our standard hourly rate is $249, so with just two hours of regular service, you’re already at $500—and that wouldn’t include any firmware updates, account transfers, or future support.

✅ "With this package, you get all of that upfront, plus a solid relationship with our team moving forward. You’re setting your system up for success now and later."

💸 And with the membership, you also get a 25% discount on any future advanced support or on-site service, which can really add up.

$ Rate Comparison	Non-Member	Exclusive	Elite	After-hours
Hourly Rate	$249 p/hour	$186.75 p/hour	$149.4 p/hour	$390 p/hour

 

CLOSING / ACTION

"So the first step would be scheduling that initial visit. We have availability [insert next available options]. Would this week or next work better for you?"

 

🧠 IF THEY HESITATE:

“I just want to fix this one thing.”
"I totally understand. The reason we start with the Transition Package is to make sure we’re not just putting a band-aid on one issue. We want to assess your full system, update what’s needed, and set everything up for smooth performance going forward. It’s actually a more efficient and cost-effective solution over time."

 

✉️ OFFER TO SEND INFO

"If you'd prefer to think it over, I’d be happy to send you an email with all the details. What’s the best address to send that to?"

 

🤝 OPTION TO TALK TO CLIENT SUCCESS

"And if you’d like to talk more about what the full membership includes after those 3 months, I can also set up a call with our Client Success Team. They can walk you through everything and answer any questions about long-term care and support. Would you like me to set that up for you now?"