RESOURCES

eBooks & Guides

eBooks, checklists, and guides developed to improve
your conversational sales and marketing strategy.

FEATURED

The Conversion Optimization Playbook

Increase set, close, and retention rates without increasing labor or costs — packed with templates.
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POPULAR

The 2026 AI CSR Playbook

GET THE PLAYBOOK
GUIDE

Voice AI Metrics: How to measure, benchmark, and evaluate AI CSRs

GET THE GUIDE
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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

The 2026 AI CSR Cheatsheet

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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

Hatch + Siro Integration Lookbook

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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

The 2026 AI CSR Playbook

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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

Voice AI Metrics: How to measure, benchmark, and evaluate AI CSRs

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PLAYBOOKS
CONTACT CENTERS
AI & AUTOMATION

2026 State of AI CSRs

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PLAYBOOKS
CONTACT CENTERS
AI & AUTOMATION

The Modern Call Conversion One-Sheet

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PLAYBOOKS
MARKETING
LEAD GEN & ENGAGEMENT

The Proven Revenue Playbook

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PLAYBOOKS
MARKETING
LEAD GEN & ENGAGEMENT

Google LSA’s Competitive Quote Feature: What It Means for You

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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

11 Traits of Highly Successful Outbound Contact Centers

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PLAYBOOKS
INDUSTRY NEWS & INSIGHTS

What the 2025 Tax Credit Expiration Means for Solar

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TEMPLATES
SALES STRATEGIES & TIPS

Our 24 Best-Performing Outreach Templates

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PLAYBOOKS
HVAC
SALES STRATEGIES & TIPS

The HVAC Busy Season Playbook

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TEMPLATES
SALES STRATEGIES & TIPS

7 Hostage Negotiation Tactics for Sales Conversations

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CHECKLISTS
MARKETING

Google LSA Checklist

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TEMPLATES
SALES STRATEGIES & TIPS

7 Counterintuitive Tips for Sales Conversations

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PLAYBOOKS
HVAC
INDUSTRY NEWS & INSIGHTS

Report: Estimate Follow-up Response Rates

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PLAYBOOKS
TEXT & COMMUNICATION

SMS Messaging Best Practices

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TEMPLATES
SALES STRATEGIES & TIPS

10 Phrases to Use When Following Up on a Quote

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TEMPLATES
AI & AUTOMATION

15 Copy & Paste ChatGPT Prompts to Try Now

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TEMPLATES
SALES STRATEGIES & TIPS

9 Phrases to Avoid in Sales Conversations

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TEMPLATES
SALES STRATEGIES & TIPS

10 Phrases to Use When Responding to Objections

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TEMPLATES
TEXT & COMMUNICATION

23 Appointment Confirmation & Reminder Templates

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TEMPLATES
SALES STRATEGIES & TIPS

The Objection Handling Cheat Sheet

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CHECKLISTS
TEXT & COMMUNICATION
COMPLIANCE

Texting Compliance Checklist

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TEMPLATES
SALES STRATEGIES & TIPS

66 Sales Follow-Up Templates for Home Service Businesses

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TEMPLATES
LEAD GEN & ENGAGEMENT

30+ Lead Outreach Templates

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TEMPLATES
MARKETING

58 Contractor Holiday Sales & Marketing Templates

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TEMPLATES
SALES STRATEGIES & TIPS

27 Rehash Templates (that Actually Work)

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TEMPLATES
HVAC

7 Free HVAC Service Contract Templates that Sell

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TEMPLATES

8 Impressive Roofing Contract Templates

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CHECKLISTS
INDUSTRY NEWS & INSIGHTS

8 Steps to Prepare for Economic Uncertainty

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PLAYBOOKS
CRM

The 10 Most Expensive CRM Mistakes

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PLAYBOOKS
TEXT & COMMUNICATION

What's a Good Opt-Out Rate?

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PLAYBOOKS
HVAC

The HVAC Guide to Shoulder Season

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PLAYBOOKS
AI & AUTOMATION

The Power of Conversational AI

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PLAYBOOKS
TEXT & COMMUNICATION
COMPLIANCE

35 Spam Triggers to Avoid in Your SMS Campaigns

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PLAYBOOKS
AI & AUTOMATION
SERVICETITAN

The Undeniable Power of ServiceTitan + AI

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

Optimizing Across Your Funnel

How to Attract, Convert, and Retain Today's Customer
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PLAYBOOKS
AI & AUTOMATION

Preparing for the AI Revolution

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PLAYBOOKS
SERVICETITAN

9 Tips to Get the Most Out of ServiceTitan

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PLAYBOOKS
SALES STRATEGIES & TIPS
TEXT & COMMUNICATION

Mastering Customer Communication

10 Strategies to Drive Sales & Retain Clients
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PLAYBOOKS
AI & AUTOMATION
CONTACT CENTERS

The AI Implementation Guide for Call Centers

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PLAYBOOKS
AI & AUTOMATION

Understanding AI for Sales & Marketing Pros

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PLAYBOOKS
MARKETING

How Much Do Google Ads Cost for Contractors?

Compare your costs to industry averages.
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PLAYBOOKS
SERVICETITAN

7 Must-Know ServiceTitan Features

For mid-size and multi-location businesses.
ebook-card-cover-How-to-Use-AI-to-Increase-Appointments-Hatch-eBook
PLAYBOOKS
AI & AUTOMATION
LEAD GEN & ENGAGEMENT

How to Use AI to Increase Appointment Set Rates

7 strategies to book more appointments...with real examples!
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PLAYBOOKS
INDUSTRY NEWS & INSIGHTS

Why the Remodeling Market is Declining

9 things you can do to keep hitting your numbers.
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PLAYBOOKS
SALES STRATEGIES & TIPS

14 Powerful Sales Techniques to Increase Your Close Rate

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PLAYBOOKS
SERVICETITAN

6 ServiceTitan Features to Better Manage Your Cash Flow

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PLAYBOOKS
INDUSTRY NEWS & INSIGHTS
MARKETING

What Homeowners Want from Contractors in 2024

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PLAYBOOKS
MARKETING

The 13 Best Marketing Strategies for Contractors in 2024

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

Is Angi Worth it for Contractors?

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PLAYBOOKS
CRM

How to Get More Out of Your CRM

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PLAYBOOKS
LEAD GEN & ENGAGEMENT
SALES STRATEGIES & TIPS

The Complete Guide to Conversation Optimization

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PLAYBOOKS
MARKETING

How to Become a Multi-Location Business

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PLAYBOOKS
CONTACT CENTERS

7 Ways to Optimize Your Call Center

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PLAYBOOKS
AI & AUTOMATION
SERVICETITAN

14 New AI Features in ServiceTitan

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PLAYBOOKS
CONTACT CENTERS
AI & AUTOMATION

13 Best Free AI Tools for Call Centers

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

5 Free Ways to Generate (Lots of) Qualified Leads

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PLAYBOOKS
COMPLIANCE
TEXT & COMMUNICATION

Why Mobile Carriers Are Blocking Business Texts

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

6 Reasons Your Leads Aren't Responding

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PLAYBOOKS
SERVICETITAN

The Complete Guide to ServiceTitan

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PLAYBOOKS
SALES STRATEGIES & TIPS

The #1 Trick to More Contractor Sales

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PLAYBOOKS
AI & AUTOMATION

The ChatGPT Cheat Sheet for Home Service Businesses

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

8 Mistakes to Avoid with Your Lead Aggregator

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PLAYBOOKS
LEAD GEN & ENGAGEMENT

The Speed-to-Lead Playbook

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PLAYBOOKS
INDUSTRY NEWS & INSIGHTS

How Top Home Improvement Businesses Prepare for a Recession

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PLAYBOOKS
TEXT & COMMUNICATION
SALES STRATEGIES & TIPS

How to Use Text to Win More Sales (with Examples)

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PLAYBOOKS

6 Ways to Find & Hire Install Teams & Subcontractors

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PLAYBOOKS
SALES STRATEGIES & TIPS

The Sales Follow-Up Playbook

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PLAYBOOKS
SALES STRATEGIES & TIPS

How to Use Financing to Win More Deals

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PLAYBOOKS
TEXT & COMMUNICATION

How to Combat the Dark Period with White Space Communication

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PLAYBOOKS
MARKETING

The Facebook Ads Guide for Home Improvement

Google-My-Business-eBook
PLAYBOOKS
MARKETING

Google My Business: The GMB Playbook

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CASE STUDIES
LEAD GEN & ENGAGEMENT
SALES STRATEGIES & TIPS

How Havasu Solar Doubled Their Sales with Hatch

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CASE STUDIES
LEAD GEN & ENGAGEMENT

How CMC Service Experts Gained a 269% Increase in Lead ROI

Ready to see how you can start implementing these strategies with Hatch?

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