FOUNDING PROGRAM / RESIDENTIAL HVACRevenue after the estimate

EARLY CUSTOMER PROGRAM

Start focused.
Measure what matters.

An assisted early-customer program built around eligible unsold estimates, relevant follow-up and a clear review of outcomes and economics.

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$2,497

WHAT'S INCLUDED

One cohort. One channel. One clear report.

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.

FOUNDER PROGRAM PRICING$2,497

$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.

BEFORE ENROLLMENT

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.

WEEK ONE

Define the follow-up workflow.

After approved access, agree on status criteria, suppression rules, sender identity, message templates, exceptions and ownership of customer replies.

WEEKS TWO—FOUR

Run and review.

Run the agreed workflow, reconcile results and review progress with your team. People handle exceptions and approve changes.

MONTH-END

Decide on evidence.

Review verified outcomes, direct costs and time invested to assess whether continuing makes business sense. Revenue and close rates are not guaranteed.

A focused start.
A clear next step.

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