What Home Experience is used for
Home experience options help comfort advisors understand and document common homeowner pain points such as:
Allergies or IAQ
Hot or cold spots throughout the home
Utility costs
COmfort
System reliability or efficiency concerns
Shedding pets
Germs
Rebates or incentives
Creating Home Experience Options
To create or manage Home Experience Options in Airship:
Navigate to Settings > Home Experience
Select Add Rapport Option
Complete the required fields:
Name
Experience
Click Create
Experience Types
Experience: can be a pain point for the customer, may be related to allergies, cold spots, or shedding pets.
Preference: What does the homeowner want in their new system? Are they concerned about cost, tax credits/rebates, or efficiency?
During the sales process, Comfort Advisors can select applicable Home Experience options based on customer feedback. These selections capture the homeowners current experience, highlight key priorities within the proposal and provide context for recommended systems, upgrades, and solutions. This ensures the proposal clearly reflects the homeowners needs, not just equipment specifications.
Best Practices for Home Experience Setup
Use language that homeowners can easily understand and relate to.
Be intentional with the number of options to keep the conversations focused.
Align options with common comfort and efficiency concerns
Review options regularly based on customer feedback