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At Clear Efficiency, the way they’ve adopted AirMatch is nothing short of revolutionary. Their sales process is not only efficient but incredibly customer-focused, thanks to the powerful customization options they’ve implemented in AirMatch. As a leader in the home performance and HVAC space, Clear Efficiency didn’t just adopt AirMatch as a tool; they made it their own by tailoring it to meet the unique needs of their business and their customers.

Their sales manager, Dave Johnson, explains how AirMatch was initially introduced to streamline their HVAC proposals. What started as a way to replace tedious, manual processes soon grew into a robust, customizable platform that handles everything from HVAC systems to insulation, windows, and even solar installations. The flexibility of AirMatch allowed them to make adjustments that reflect their broader range of services beyond just HVAC.

Tailored Proposals in Minutes

One of the standout features of Clear Efficiency’s approach is how they’ve built AirMatch to create a seamless customer experience. Gone are the days when sales reps had to sit in their cars, manually cutting and pasting numbers into a proposal. Now, they can present customers with “good, better, best” options at the click of a button. This not only speeds up the process but makes it easier for the customer to choose a solution that fits their needs and budget.

Their ability to quickly customize proposals, including financing options, rebates, and even detailed performance data, has drastically improved their close rates—often exceeding 40%. By integrating the necessary rebates and options into AirMatch, they can show customers exactly how much they’ll save, making the conversation less about cost and more about value.

A Consultative Sales Approach

What truly sets Clear Efficiency apart is how they approach sales as a consultative process. They’ve built their system to provide full transparency, which builds trust with the customer. Every rebate, every financing option, and even third-party certifications from organizations like SMUD or the federal government are integrated directly into the proposal. This allows their customers to see everything upfront, from equipment performance data to long-term savings, giving them the confidence to move forward.

Their dedication to customization doesn’t stop at HVAC. With AirMatch, they’ve added dropdown menus and features that allow their sales team to easily present solutions for insulation, water heaters, and even windows and doors. It’s this kind of adaptability that has allowed Clear Efficiency to scale and grow their offerings without skipping a beat.

Watch the Highlight Reel

Curious to see all of this in action? We’ve put together a 5-minute highlight video from our interview with Clear Efficiency’s sales manager, Dave Johnson. In it, you’ll hear firsthand how AirMatch has transformed their business and helped them deliver better results for their customers.

See how AirMatch is helping Clear Efficiency provide more value, close more deals, and deliver exceptional customer service—one tailored proposal at a time.