A 45-minute conversation about your business.
The assessment is free. There's no pitch at the end, and no obligation to work together. It's a structured conversation about your business — your current numbers, what you're seeing in the field, and where you think the gaps are.
If there's a clear fit between what you're dealing with and what we do, we'll talk about what an engagement would look like. If not, you'll still walk away with a clearer picture of what to focus on.
Your current close rate, callback rate, and average ticket — and how they compare to where they should be
Where you think the biggest profitability gap is, and what's making it hard to close
Whether the work we do is a good fit for where your business is right now
Owner-operated HVAC companies, typically with 2–15 technicians. You're running a real business with real call volume — you're not a startup. But the margin isn't where it should be, or you're working harder than the take-home reflects, and you want outside perspective on why.
Simple process, no runaround
We review your submission
We review what you submitted and assess where your business is. We'll reach out within one business day.
We schedule a call
A 45-minute conversation, usually within a few days. Phone or video — whatever works for you.
We talk about your business
No script, no sales deck. A real conversation about your numbers, your challenges, and whether there's a fit.