90-Day HVAC Profit Program

Make more of the appointments you already paid for.

A 90-day program to give your comfort advisors a repeatable sales process, consistent estimate follow-up, and coaching based on real conversations.

Request an HVAC Sales Review

Start with a one-page advisor comparison and your first improvement priority. No obligation to enroll.

01 / DIAGNOSE

Find the performance gap

Compare qualified appointments, completed installations, discounts, cancellations, and gross profit by advisor.

02 / COACH

Build a shared playbook

Coach real conversations and practice difficult moments so every advisor has a consistent process.

03 / FOLLOW THROUGH

Keep unsold estimates moving

Assign follow-up ownership and give your manager a weekly scorecard and coaching routine.

What happens when your best comfort advisor takes a week off?

Appointments keep arriving, but explanations, discounts, and follow-up vary. The 90-Day HVAC Profit Program helps your team improve what happens after the appointment is booked and equips your manager to keep the process running.

Built for an established replacement team

Multiple comfort advisors, typically a team of two to eight.
Consistent residential replacement appointments.
Capacity to install additional sold work.
Usable appointment, completed-job, cancellation, and gross-profit reporting.
An owner or manager who will support coaching and follow-up follow-through.

If the main constraint is a lack of leads or installation capacity, this engagement may not be the right first move.

90-DAY PROGRAM

$18,000, with half tied to the agreed target

$9,000 to begin

Baseline, advisor playbook, conversation coaching, estimate follow-up, and manager scorecard.

$9,000 at target

A 10% improvement in realized gross profit per qualified replacement appointment, under agreed definitions.

If we miss the target

If the agreed target is missed under the measurement and participation terms, the final $9,000 is waived and support continues for 30 days.

Agree on baseline and comparison periods, qualified appointments, minimum volume, data access, and participation before work begins. Account for discounts, cancellations, installation timing, lead-source mix, and job types.

Know exactly what you are evaluating

Will this bring us more leads?

The program focuses on the appointments already reaching your team. Advertising management and lead generation are outside this engagement.

How do you measure the 10% improvement?

It is a 10% relative improvement in gross profit per qualified replacement appointment. A $1,500 baseline would imply a $1,650 target. This example is an illustration, not a forecast.

Is the whole fee refundable?

No. Under the proposed terms, a missed target waives the final $9,000 and adds 30 days of support. It does not refund the kickoff payment.

What do we get from the review?

A one-page advisor comparison and your first improvement priority. Bring recent appointment, sales, cancellation, and margin summaries with customer details removed.

YOUR NEXT STEP

Request an HVAC Sales Review

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