True North Strategies
Financing Coaching

Financing
Coaching

Help more homeowners say yes. Turn "I can't afford it" into a monthly payment they can.

Comfort advisor reviewing financing options with a homeowner

Financing Coaching

The Job Isn't Too Expensive. The Payment Plan Is Missing.

In home service, price is rarely the real objection. Most homeowners want the repair done right and the system that lasts, but the lump sum stops them cold. When your team can't confidently offer a financing option, that hesitation turns into a "let me think about it," and the job walks out the door.

True North financing coaching teaches your technicians and comfort advisors to present financing as a normal part of every option, turning a number that feels out of reach into a monthly payment a homeowner can say yes to. We also work with your leadership team on the business side—choosing the right lender partners, improving approval rates, and tracking financing penetration so you know exactly how much revenue your program is unlocking.

What We Cover

Turn Budget Into a Yes.

Financing coaching at True North starts the moment price comes up. We give your team the language to present monthly payment options naturally, handle "I need to think about it" with honesty instead of pressure, and make financing feel like a help, not a hard sell.

From early-in-the-call payment framing and lender selection to approval-rate strategy and financing penetration tracking, every session is built to unlock revenue that's already sitting in your pipeline.

Business owner calculating out budget

The Process

How We Work

01
Step 01

Discovery Call

An honest, no-pressure conversation about where your business is and where you want it to go.

02
Step 02

Custom Roadmap

We build a coaching plan tailored to your trade, your team, and your specific growth goals.

03
Step 03

Execute & Grow

We work alongside you in the trenches, holding you accountable every step of the way.

Your Coaching Team

Meet Your Coaches

Kim Martin

Kim Martin

Financial Coach

Your numbers are either giving you control or keeping you confused. Kim Martin helps contractors stop guessing, clean up the financial fog, and finally understand where the business is headed before it gets there.

After growing and selling a successful, profitable HVAC company with her husband, Kim knows what it takes to build a business that actually makes money, not just revenue. As co-owner of Revolutions Coaching, she helps contractors get their finances in order so they can lead with confidence. When she is not helping business owners find clarity, she is usually with her grandkids, cheering on the Kansas City Chiefs, or enjoying time on the lake near her home in Arkansas.

Specialties

  • Financial clarity
  • Profitability
  • Knowing your numbers
  • Budgeting and forecasting
  • Cash flow awareness
  • Smarter business decisions

Got Questions

Common Questions

Everything you want to know before getting started.

What does a typical coaching session look like?

Can I sign up for multiple coaching departments?

Do you coach remotely or in person?

How do you measure success?

Is there a minimum commitment?

Ready to Stop Losing Jobs to Price?

Better financing conversations mean more approved jobs, larger tickets, and homeowners who get the work they need—no pressure or pushy tactics required. Let's talk.

© 2026 True North Strategies. All rights reserved.