Service Partner Consumer Marketing

Below are recommended best practices to market and promote Service Extend with prospective and existing cash/retail customers. If you should have any questions about the below touchpoints, please reach out to your Service Extend Account Executive.


Voice Mail and Phone Hold Recordings


After your traditional message include the following:

Did you know you can get 50% discount off your repair up to $500? Ask about this promotion when scheduling your appointment or speaking with your technician.


Sample Appointment Setting Call Flow

Call Success Tips

  • Make sure to have your Service Extend Laminated Flyer next to you for reference. 
  • Keep your conversation simple and emphasize the value to the customer.
  • This offer is about showing the customer how you can help them save money now and provide long-term protection and peace of mind.
  • You are creating a relationship now and building a client for life!


“Thank you for calling {Say Company Name} my name is {Say Your Name}. Who do I have the pleasure speaking with…..”


“How may I help you today?” Sorry to hear that you are experiencing ____________________, you’ve called the right company to take care of you. We are offering a promotion that will save you money now.


Let me get some more information to set your appointment.


Collect the pertinent information your company requires to set the appointment.


The good news is that we are offering a promotion that can save you 50% discount off your repair up to $500. The program is called Service Extend. This is a simple program that offers a discount on an initial repair (not replacement) and also protects your budget should a major appliance or system breaks down in the future.


The program covers the expense of repairing or replacing appliances and systems such as your HVAC, electric and plumbing systems when they break down due to normal, everyday use.


Pause and ask the customer if they have any questions so far. If no questions, proceed,if questions address. Some of the questions they may have will be covered below.


How does it work?

You will get a 50% discount off your repair up to $500 when you sign up for a warranty plan. 


When one of your covered appliance or system stops working, go to or call Service Extend’s toll-free number to place a claim.

If it is a trade our company services, we may visit your home to diagnose and remedy the problem. You should only pay your set service call fee and let Service Extend take care of the rest.


Get confirmation that customer understands the program or ask if they have any other questions. Let the customer know that once they have the repair cost at that time they can purchase the warranty and take advantage of the promotion discount.


Enrollment Process Online

  • Enrollment has to occur prior to the repairs being performed.
  • Have technician text or email a copy of the repair cost to you and put the customer on the phone.
  • Have the following information ready to process the enrollment.
    • Your main company phone number as it appears in Service Bench
    • Equipment Repaired
    • Total Retail Cost of Repair
    • Service Explanation
    • Go to to complete the enrollment information.
  • Follow the 3 simple steps.
    • Enter your name in the Technician Field.
    • Fill out the customer information and request their credit card information. IMPORTANT: Ensure you review the 3 check box items with the customer prior to submitting the enrollment.
    • A confirmation email will be sent to the email address the customer provides.



Please utilize all the below compliant copy on print items (i.e. invoices, work orders, etc.) your company provides to consumers:


Ask your appointment setter or technician how you can save up to 50% discount off your repair, up to $500 today!*


*As a benefit of your enrollment in a Service Extend plan at the time of today's service visit, you will receive a 50% discount (up to $500) on the first $1,000 of your completed in-home repair service (retail cost of parts and labor for one repair). If you cancel your plan at any time before the initial one-year commitment expires, you will be responsible for the difference between the full retail cost of the original in-home repair service and the discounted amount you paid, and this cost will be charged to the payment method on file.




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