How to recommend a Loxone Smart Home System to clients with confidence
If you’ve recently completed your Loxone training, you likely understand the system’s full potential. But knowing the technology and explaining it to a client are two very different things.
Many installers struggle to confidently recommend a Loxone smart home system—especially when the customer has never heard of it or compares it to plug-and-play gadgets. But unlike basic smart devices, Loxone is actually a professional home automation system designed for reliability, flexibility, and long-term value.The good news? With the right mindset and tools, you can guide clients toward understanding and embracing the full value of automation.
Why clients don’t instantly “get” Loxone Smart Homes
The challenge with selling a Loxone smart home system isn’t technical—it’s emotional and psychological. Most clients have only encountered basic smart devices: maybe a Wi-Fi lightbulb or a voice assistant like Alexa. That becomes their benchmark. So when you talk about Loxone’s integrated lighting, heating, security, and audio systems, it can feel overwhelming or abstract.
This mismatch is often the reason behind hesitations like:
“Why is this more expensive than that smart plug I saw online?”
“Do I really need all this?”
“Isn’t this too much for my home?”
What they don’t realize is that Loxone isn’t a collection of smart gadgets—it’s a unified home automation system that simplifies their life. Your job is to help them see that clearly.
From installer to advisor: speak in scenarios, not specs
To truly connect with your client, shift from the role of a technician to that of a trusted advisor. Instead of listing technical specs or device models, focus on everyday situations where automation makes life easier, safer, and more comfortable.
For example:
- “Imagine waking up to soft lights, warm floors, and your favorite playlist – without touching a single switch.”
- “When you leave home, everything turns off automatically – lights, music, even power outlets.”
- “Hosting guests? A single button sets the mood: lights dim, blinds close, music starts.”
These mini-scenarios help clients emotionally connect to the system. They stop thinking about motion sensors and relays—and start visualizing how a Loxone smart home can actually enhance their day-to-day life.
Don’t forget to highlight energy management as a key benefit. Many clients don’t realize that automation can actively reduce energy waste. Loxone systems can control heating, lighting, and appliance loads based on presence, time, or other conditions — helping clients save energy without even thinking about it. Especially for cost-sensitive or eco-conscious homeowners, this adds a long-term value layer beyond comfort and convenience.
This approach builds trust, positions you as a problem-solver, and makes the system easier to justify financially.
Start with Lighting: it’s the most tangible entry point
If you’re not sure where to begin, start with lighting. Why? Because lighting is:
- Easy to understand
- Easy to experience
- Visibly impactful
It’s a good idea to share concrete examples of what the system can do in everyday life.
- “Movie Night” – dims lights, closes blinds, turns on ambient lighting
- “Away Mode” – simulates occupancy with randomized lights
- “Wake-Up” – slowly increases brightness and plays soft music
These examples resonate with clients immediately. They might not care how a Miniserver communicates with a relay, but they will care that their kids don’t need to fumble for a light switch in the hallway anymore.
Start here, then expand to HVAC, shading, energy management, security, or multi-room audio once they’re engaged.
Tools that help you present like a Pro
Even if you know how powerful a Loxone smart home can be, your client won’t—unless you show them.
Many installers still rely on Excel spreadsheets to list components, devices, and prices. While technically complete, such lists are hard for clients to digest.
They don’t answer key questions like:
- What exactly will this system do?
- Where will each device go?
- How does it all come together as one system?
That’s where electrical design and quoting tools like uplan make a big difference. Instead of sending a flat list of parts, you can send a visual offer that communicates the full scope and logic of the project —making it much easier for the client to say yes.
A professionally generated uplan offer includes:
- Device layout on the floor plan (motion sensors, switches, speakers, touch surfaces – placed on the floor plan so the client knows what they will see and interact with every day)
- Auto-generated feature descriptions that explain what the system will actually do
- Wi-Fi coverage and camera heatmaps, so the client sees where signal strength and surveillance areas are optimal
- Detailed bill of materials: article numbers, quantities, prices — everything clearly laid out so the client knows exactly what they’re paying for
- A polished, client-friendly PDF that combines all of the above into a single, understandable and highly professional document
These elements aren’t just nice to have — they’re what help the client understand the value of a home automation system. They move the conversation from “What is this?” to “I want this.”
In fact, the Intelicasa team used this exact approach to close a large-scale smart home deal. By delivering a 250-page Loxone offer—complete with visuals, logic descriptions, and a professional layout—they were able to win the client’s trust and stand out from competitors. Read the full story here.
Handling common objections
Even with a polished offer, some clients will hesitate. Here’s how to prepare for common pushbacks:
- “It’s too expensive”
Break down the real cost of buying separate smart products (e.g. individual thermostats, dimmers, sensors). Loxone consolidates these into one cohesive system—less installation time, fewer apps, more value. - “I’ve never heard of Loxone”
Highlight Loxone’s global presence: used in over 100,000 homes, built in Europe, Austria, and supported by a growing professional installer network. - “Do I really need all of this?”
Emphasize flexibility: start small (e.g. lighting + shading), then expand later. The system scales as their needs evolve.
Help clients understand what’s possible
Your role isn’t just to install hardware. It’s to guide clients into a new lifestyle—one where their home works for them, not the other way around. By positioning a Loxone home automation system as an intuitive, reliable, and elegant upgrade—not just a bundle of tech—you build trust, demonstrate value, and close more deals. With visual planning tools, real-life scenarios, and a confident mindset, you’ll move from simply explaining features to delivering a vision. One your clients will happily invest in.
You’ve seen how impactful a professional visual offer can be. Want to build one yourself?