Confirm eligibility.
We review opportunity volume, contact permissions, record quality, dispatch capacity, job contribution and operational fit. Terms and service readiness are confirmed before any payment is requested.
EARLY CUSTOMER PROGRAM
An assisted early-customer program built around eligible unsold estimates, relevant follow-up and a clear review of outcomes and economics.
Request a fit reviewWHAT'S INCLUDED
The program scope covers review of up to 200 eligible unsold residential HVAC replacement estimates, a reviewed contact sequence, response classification, dispatch handoff and weekly reconciliation.
It does not include new-lead advertising, purchased lists, a full CRM replacement, 24/7 emergency dispatch, automated technical HVAC advice, unauthorized discounting or financing promises.
$1,000 setup + $1,497 for the first month. Continuation pricing: $1,497/month. Pricing, renewal and cancellation terms are confirmed in a written agreement.
We review opportunity volume, contact permissions, record quality, dispatch capacity, job contribution and operational fit. Terms and service readiness are confirmed before any payment is requested.
After approved access, agree on status criteria, suppression rules, sender identity, message templates, exceptions and ownership of customer replies.
Run the agreed workflow, reconcile results and review progress with your team. People handle exceptions and approve changes.
Review verified outcomes, direct costs and time invested to assess whether continuing makes business sense. Revenue and close rates are not guaranteed.
The program is planned for three founding businesses. Availability, service start, pricing, renewal and cancellation terms are confirmed in writing before enrollment.
Request a fit review