How to talk about memberships to your team
Launch your program
These talking points give your team the key points about how memberships work, why they matter, and how to confidently start offering.
Pre-launch team announcement email
Launch your program
Brief your team on the SmartAC partnership, align the team on what’s changing, and set expectations for training and rollout.
Launch checklist
Launch your program
A step‑by‑step checklist to confirm your SmartAC membership program is truly launch‑ready—from internal alignment and pricing to integrations, marketing campaigns, inventory, and team training.
"We're live" team announcement
Launch your program
Share the news with your team on launch day. A ready-to-send email announcing SmartAC is officially live and celebrating the milestone.
Spiff program contest announcement
Launch your program
Motivate your team with a tiered sales contest. This template includes prize tiers, tracking, eligibility criteria, and motivational framing — just customize with your rewards and dates.
Customer journey roadmap
Launch your program
See how your SmartAC onboarding unfolds — from kickoff through launch and beyond.
Email templates
Sell memberships
Send these ready-to-use emails to let homeowners know about your membership program. Includes launch announcement, post-service offer, and re-engagement templates.
Text & messaging scripts
Sell memberships
Share this message along with the link to your membership landing page to help customers get started and sign up quickly.
CSR & tech scripts
Train your team
Equip your customer service reps and field techs with word-for-word scripts to present memberships during phone calls and service visits.
Landing page content guide
Launch your program
Build your own membership landing page with section-by-section copy, headline options, and benefit messaging you can customize for your brand.
FAQ template
Sell memberships
Common homeowner questions about memberships with clear, confident answers. Use this on your website, in sales conversations, or as a leave-behind resource after service visits.
Membership benefits library
Sell memberships
Not sure what benefits to emphasize with customers? Check out this benefit library to choose your favorite one.
Perfect install pro-training
Train your team
Download the Perfect Install poster to hang in your training room — a one-page guide that shows your techs exactly how to place SmartAC hardware, capture the right photos, and get homeowners set up in the app before they head into the field.
Social media post templates
Sell memberships
Ready-to-post captions and image guidelines for Facebook, Instagram, and Tiktok. Promote your membership program with scroll-stopping content that drives signups and engagement.
Get the templates
Outbound Campaign for New Customer Sales
Sell memberships
A complete outbound campaign for reaching customers without a maintenance plan — includes email template (two length options), paired call script with voicemail drops, SMS follow-ups, and a Good/Better/Best plan pitch framework.
Seasonal campaign kit (Spring/Fall)
Sell memberships
Season-specific call scripts, voicemail drops, and SMS messages for spring cooling prep and fall heating prep campaigns. Plug into your outbound workflow when demand season approaches.
ServiceTitan workflow map for ServiceTitan users
Sell memberships
A 5-step workflow for running SmartAC email → SMS → call campaigns through ServiceTitan. Includes tags, disposition codes, and trigger timing.
Call center scripts bundle
Train your team
Dedicated call center training and scripts for alert response, cancellation retention, and a printable quick reference. Built for call center reps running outbound campaigns and handling inbound member calls.
Alert response training scripts
Homeowner FAQ quick reference guide for CSRs
Train your team
Homeowner FAQ quick reference guide for CSRs. Gives your CSRs fast, on‑call answers to common SmartAC questions — from setup, connectivity, and privacy to alerts, Monthly Health Reports, and key upsell talking points they can use during live calls.
App download script (pre-installation)
Train your team
Pre-install communication scripts for CSRs — introduce Smart Maintenance to homeowners before the tech arrives and help members download the app after installation.
Virtual visits 101
Train your team
Explains when and why to use Virtual Visits in your membership program — which members to target, when to call instead of record, and how to turn system data into a proactive, high‑value touchpoint.
Help center links
Help & support
Browse help guides for contractors, homeowners, and technicians.
Billing & shipping FAQs
Help & support
Answers the most common questions about invoices, payment timing, billing cycles, lead times, and shipping rates for SmartAC orders.
Virtual visits playbook
Train your team
Step‑by‑step instructions for recording and sending Virtual Visits from your SmartAC dashboard, including Loom setup, in‑platform workflows, and a sample script to follow during each video.
Who to contact – escalation guide
Help & support
Know exactly who to reach out to — whether you're a homeowner, a technician in the field, or managing your account.
SmartAC press kit
Brand assets
Download official SmartAC branded materials, images, and logo files for use in your marketing and communications.
