8 Screen Sharing Tips for Closing More Pest Control Sales Virtually

/ by

Virtual consultations are changing the game for pest control companies, making it easier to streamline operations and close deals faster. But let’s face it—building trust through a screen isn’t always easy. That’s why we’ve put together eight practical tips to help you master virtual sales using screen sharing tools, so you can win more customers without ever leaving your desk.

The Rise of Virtual Sales in Pest Control

The pest control industry has embraced virtual consultations for three main reasons: convenience, efficiency, and cost savings. Traveling to provide post-assessment analysis or pitching additional services can be time-consuming and costly, but, with screen sharing, you can deliver personalized services from anywhere.

Zoom and Microsoft Teams are common tools, but they can be confusing and hard-to-use for customers that aren’t used to using them. In those cases, it’s better to use a tool like CrankWheel, which is built specifically for virtual sales. CrankWheel empowers sales reps to share inspection reports, pest photos, and service quotes on the spot, leading to quicker decision-making.

But since a tool is only as good as how you use it, we’re breaking down our best 8 tips for effectively using screen sharing to its fullest potential. 

8 Screen Sharing Strategies to Boost Pest Control Sales from Anywhere

1. Choose a Friction-Free, Easy-to-Use Screen Sharing Tool

Customers expect a hassle-free experience—so selecting a screen sharing tool that requires no downloads, account creations, or complicated software can make all the difference. Tools that provide instant access by sending a link via text or email reduce no-shows and prevent technical frustration (looking at you, Microsoft Teams).

For example, CrankWheel allows customers to join consultations with just one click from a text or email, eliminating barriers to engagement and ensuring the conversation flows smoothly. When every moment counts, ease of access boosts both participation and conversion rates.

2. Prepare Visual Assets in Advance

Customers appreciate clear visual communication. Prepare relevant images, inspection reports, maps, or documentation ahead of your consultation to better explain pest issues. A well-organized content library will ensure you can quickly access reusable materials like:

  • Photos of common pests or pest-related damage (e.g., droppings, nests)
  • Maps showing which neighbors have already received your service
  • Inspection summaries with labeled problem areas

This level of preparedness shows professionalism and helps customers visualize the scope of the problem and the solution you’re offering.

3. Personalize Every Consultation

Every home and pest issue is different. Customize each consultation to address the customer’s specific needs, such as termite control, rodent infestations, or seasonal mosquito treatments. This personal touch demonstrates that your solution is tailored to their unique situation—an essential factor in building trust remotely.

4. Optimize Your Screen Sharing Setup for Professionalism

Professionalism builds credibility. To create a seamless experience:

  • Use dual monitors to easily manage your screen sharing without flipping between tabs.
  • Share only the relevant browser window or document to avoid distractions.
  • Silence notifications and ensure your background is clutter-free.
  • Check your microphone and camera before the call to ensure everything is working.
  • Dress the role; if your pest control brand has a uniform, wear it to help build trust with the person on the other end of the line. 

These small details convey that your team takes virtual meetings seriously, building trust with your prospects.

5. Demonstrate Value with Visual Pricing and Service Plans

One of the best ways to close virtual sales is to walk customers through pricing plans live. Use your screen sharing tool to:

  • Present quotes visually to ensure clarity on every line item.
  • Utilize calculators and breakdowns to make pricing transparent and manageable.
  • Provide complete explanation of payment plans and contract language. 

Seeing the numbers presented visually gives prospects a better grasp of the costs and services, increasing the likelihood of closing the sale.

6. Use Interactive Tools to Build Trust

Virtual meetings should feel interactive, not passive. You’re not lecturing your prospects; you’re engaging them. Encourage customers to ask questions throughout the consultation. Use tools such as:

  • Remote control features to let prospects engage directly with the screen.
  • Interactive calculators to show cost-saving estimates.
  • Walkthroughs of inspection reports using annotation tools.

Interactive elements keep customers engaged and invested in the outcome, helping you build trust and present a clear picture of your services and their infestations.

7. Record Meetings and Follow Up with Highlights

Ask permission to record your consultations at the start of the call and follow up by sharing key takeaways in a concise email. This reinforces your proposal and keeps your solution top-of-mind for the prospect.

Additionally, these recordings can be valuable training tools for onboarding new sales team members, ensuring consistent performance across your team. 

8. Practice and Test Before Every Consultation

Technical hiccups are the fastest way to lose a customer’s trust. Before every virtual meeting:

  • Test your equipment and software to ensure everything works smoothly.
  • Have a backup plan (such as a phone call or a secondary internet connection) in case of technical issues.

Practicing your presentation in advance ensures you’re confident, polished, and prepared for any scenario.

Virtual consultations are here to stay, and pest control companies that master screen-sharing tools will be better equipped to build trust, communicate value, and close more deals. With the proper preparation, personalization, and technology, remote sales can be just as effective—if not more—than traditional in-person visits.

Ready to take your virtual consultations to the next level? Try different screen-sharing tools and see what works best for your sales process. If you’re looking for a friction-free solution built for virtual pest control sales, explore CrankWheel today.