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Appointment settingHVAC & refrigeration

A $12,000 project off the first appointments we booked

Our first HVAC partner. Replacement and install appointments only — no service calls — and the first project off them signed at twelve thousand dollars.

Client

K&E Refrigeration

Location

United States

Timeline

Live engagement, early

By the numbers

$12K

First project signed

100%

Booked for replacement or install

0

Service calls sent to their team

25

Appointments booked to date

Still being confirmed

Confirm the HVAC appointment count and kept rate (shown on /hvac and the K&E case).

The situation

What it looked like when we walked in.

K&E came to us with the problem every HVAC shop has and few name out loud: the phone rings all summer and almost none of it is a system sale. Diagnostic calls fill the day and pay for the day, but they do not fill the install schedule, and an install crew with nothing to install is the most expensive thing in the business. They wanted replacement demand specifically, not more volume.

What we ran

The work, in order.

01

Built a homeowner list filtered on equipment age, not on anyone with a unit that had stopped working.

02

Qualified every homeowner who picked up on ownership, equipment age, repair history and budget.

03

Screened out diagnostic and service calls entirely rather than passing them through as appointments.

04

Booked replacement and install appointments directly to the person who actually sells the system.

What changed

The outcome.

The first project off those appointments signed at twelve thousand dollars. That is one sale, from an engagement that is weeks old, and we are not going to present it as more than that. What it does prove is that the filter works: every appointment we sent was a replacement conversation, and their team has not lost a single afternoon to a homeowner who wanted a capacitor changed.

Why this is on the site this early

Because the alternative was leaving the HVAC page with no proof on it, or borrowing roofing numbers and implying they were ours in this trade. One real project and an honest note about the sample size is worth more than either. Ask us on the audit call and we will tell you exactly which parts of the roofing record transfer and which parts we are still building.