About this course

This online modular course is designed to strengthen your ability to guide customers toward making informed water heating decisions. Across eight narrated video modules, you will explore key strategies for identifying customer water needs, communicating the benefits of Heat Pump Water Heater (HPWH) technology, and overcoming common objections. You will also learn best practices for sales, follow-ups, leveraging incentives, and maximizing customer satisfaction. Each module is structured around an essential question, ensuring a focused and engaging learning experience. Learners will demonstrate their understanding through interactive assessments designed to reinforce real-world application.

After completing this course, learners will be able to:
  • Understand heat pump water heater technology and its advantages over traditional water heating systems.
  • Communicate effectively with customers by identifying their unique water heating needs and providing tailored solutions.
  • Utilize proven sales techniques to introduce HPWH technology in a way that aligns with customer priorities.
  • Identify and address common misconceptions and obstacles to adoption.
  • Ask the right questions to guide customer decision-making and recommend appropriate HPWH solutions.
  • Leverage incentives, rebates, and financing options to make HPWH upgrades more accessible and attractive to customers.
  • Develop a follow-up strategy to maintain customer interest, close sales, and build long-term relationships.
  • Use customer testimonials and referrals to expand business opportunities and strengthen credibility in the market.

This course is eligible for 3 BPI CEUs.

Learning Objectives

  • Understand heat pump water heater technology.
  • Learn to communicate with customers and learn about their water needs.
  • To train industry professionals in sales techniques.
  • To identify misconceptions and obstacles to adaptation.
  • Train industry professionals on how to ask the right questions to identify problems.
  • Equip customer facing employees with the tools to confidently suggest HPWHs to suitable customer.
  • Demonstrate understanding of heat pump water heating decision making and consumer benefits.

Course outline

5 modules
2 - 3 hours to complete
38 minutes of video lectures
Module 1 • 17 assignments
Heat Pump Water Heater Sales Strategies and First Call

  • Summary and Objectives
  • Episode 1 - How can I increase my heat pump water heater sales? (08:35 minutes) Preview
  • Episode 1 Quiz
  • Episode 2 - How can I naturally introduce heat pump water heaters into customer conversations? (04:34 minutes)
  • Episode 2 Quiz
  • Episode 3 - How can I overcome customer objections and clear up misconceptions about heat pump water heaters? (04:11 minutes)
  • Episode 3 Quiz
  • Episode 4 - How can I tailor my sales approach to different customer personalities? (04:34 minutes)
  • Episode 4 Quiz
  • Episode 5 - How can I use incentives, rebates, and financing to help customers commit to a heat pump water heater? (05:06 minutes)
  • Episode 5 Quiz
  • Episode 6 - How can I effectively follow up and close more sales? (04:09 minutes)
  • Episode 6 Quiz
  • Episode 7 - How can I use referrals and testimonials to strengthen my sales strategy? (03:46 minutes)
  • Episode 7 Quiz
  • Episode 8 - How can I build long-term customer relationships and encourage repeat business? (03:53 minutes)
  • Episode 8 Quiz
Module 2 • 2 assignments
Additional Learning Resources

  • Guiding Questions
  • Plug-In Heat Pump Water Heater Field Study Findings & Market Commercialization Recommendations
Module 3 • 2 assignments
Course Review

  • Course Summary
  • Cumulative Course Quiz
Module 4 • 2 assignments
DOE Energy Skilled™ Recognition Participation

  • DOE Energy Skilled Recognition Program
  • Mandatory Form for Energy Skilled Recognition

Authors

D+R LEARN approaches education and engagement differently than most industry trainers. Our mission is to enable learners to gain the knowledge and skills necessary to implement clean technologies—not just hear about them. We collaborate with industry experts to develop our content, and we draw on extensive instructional expertise to create interactive, engaging learning...

Lester Terrance has been active in the HVAC industry since 2003, including 12 years in the United State Air Force, seven of those years serving as HVAC Field Supervisor at the US Department of State. He is a licensed Master HVAC in the states of Maryland and Virginia, an EPA Certified Universal Technician, and an Authorized Overseas Certified Technician (Multistack)....

Frequently asked questions

Full FAQ
How does this course work?
You can begin this online course instantly upon enrollment. This 3 module course is delivered entirely online. The lecture video and other materials are available any time. After successfully completing the course, you will be able to generate a certificate of completion.
How long do I have access to the materials?
Students get unlimited access to the course materials as soon as they enroll and for one year (365 days) after enrollment. Rewatch videos and review assignments as many times as you want. View updates the instructor makes to the course as the industry advances. Return to your course anytime with online access from anywhere in the world. After the one year of access expires, access can be extended by joining as a HeatSpring member. A single membership extends access to course materials for all past enrollments.
Is there a certificate of completion?
Yes, when you complete this course you are eligible for a certificate of completion from HeatSpring. You can download your certificate as soon as you have completed all of the course requirements. Students can easily share their verified certificates on their LinkedIn profiles using our LinkedIn integration.
Can I register multiple people?
Yes, please visit our For Teams page to get a group discount.

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