Appointment setting for HVAC & plumbing
Replacement demand, not another service call.
No ads. We call homeowners whose equipment is old enough to be a replacement conversation, qualify them by phone, and book them with your comfort advisor. Through the summer peak, and through the shoulder months that decide your year.
This week
Mon
Tue
Wed
Thu
Fri
Sat
Sun
- Booked
- 7
- Qualified
- 7
- In territory
- 7
- Budget confirmed
- 7
No-shows are rebooked at no charge. They do not count against your package.
HVAC & plumbing results
And counting
Replacement appointments booked
Booked appointments kept
Booked for replacement, not service
Average unit replacement
Where it leaks
What actually costs you system sales.
Leak 01
A service call is not a system sale
Your techs are booked solid and your install crew is idle. Diagnostic calls fill the day without filling the schedule that carries your margin, and a tech holding a capacitor is not the person who sells a fourteen thousand dollar changeout.
Leak 02
July is chaos and November is dead
Demand spikes when the equipment fails and disappears when the weather is mild. You hire for August and carry those people through the fall. Nothing about that swing is inevitable — it is what happens when all your demand is reactive.
Leak 03
Maintenance agreements quietly lapse
You sold the plan. Nobody renewed it, nobody scheduled the second visit, and the member churned without a single conversation. Recurring revenue that depends on somebody remembering is not recurring.
Leak 04
Every tech quotes it differently
One offers three options and a financing conversation. Another quotes a number off the top of his head in a hot attic. Same equipment, same market, wildly different close rates, and no way to tell which of them is coachable.
We speak your trade
The things a marketing company will not ask you.
Replace vs repair
We ask what failed, how old the equipment is, and whether they have already had it worked on. A homeowner with a twelve-year-old condenser on its third repair is a changeout appointment. A four-year-old unit under warranty is not, and we filter it out rather than send it.
System age
The single best predictor of whether a homeowner is ready to spend. The list weights toward equipment past the point where repairs stop making sense, which is where your comfort advisor closes.
Shoulder months
March through May and September through November are where a stable HVAC business is won. We run planned-replacement demand in those windows so your install crews are not sitting idle waiting for the first hot week.
Maintenance agreements
The most undervalued asset in most shops. We treat your member list as a database worth working — aging equipment inside your own membership is warmer than anything cold demand will produce.
Comfort advisor vs technician
Appointments are booked for whoever actually sells the system in your shop. If that is a dedicated advisor, we book to his calendar. If your senior techs sell, we book around their service load.
The program
How we run an HVAC program.
Day 0
01
Equipment and territory
We look at your service area, your typical ticket, and whether you want changeouts, heat pump conversions, or both. Then we write down what a qualified replacement appointment means in your shop.
Days 1–4
02
The list built
Homeowners whose equipment is old enough to be a replacement conversation, not anyone with a broken air conditioner. Filtered on housing stock and equipment age rather than generic home-services intent. No ad account and no media budget.
Days 5–7
03
Qualification by phone
A person confirms ownership, service area, what failed, equipment age, repair history and budget. Anyone who needs a fifty dollar diagnostic gets filtered out before it costs your advisor an afternoon.
Weeks 2–4
04
Your member list, worked
In parallel we work your maintenance agreements and past customers for aging equipment. It is the cheapest replacement pipeline you own and almost nobody runs it deliberately.
Weeks 6–8
05
A schedule that survives October
Steady replacement appointments through the peak and into the shoulder, so the install team you built in summer still has work when the weather turns mild.
Run your own numbers
Don't take our word for it. Take yours.
Move the sliders to your close rate, your average job, your margin. The model runs against the Standard package — twelve qualified appointments a month at $5,000, plus a share of up to 10% on the backend revenue we help produce.
One cycle equals one month of appointments.
What your comfort advisors close on a qualified replacement call.
Your typical system replacement, installed.
Revenue left after materials, labor and crew cost.
- Appointments per month
- 12
- Package price per month
- $5,000
- Backend revenue share
- UP TO 10%
- No-shows rebooked
- NO CHARGE
Net gross profit after Stratify
$33,384
Over 3 months · 36 appointments · 13 jobs closed
- Appointments delivered
- 36
- Jobs closed
- 13
- Contract revenue produced
- $151,200
- Your gross profit on that revenue
- $63,504
- Package cost
- −$15,000
- Backend share (up to 10%)
- −$15,120
- Return per $1 invested
- $2.11
You cover the entire investment at 4 closed jobs. Everything after that is margin.
This is a projection built entirely from numbers you entered, not a forecast and not a promise. We guarantee appointment volume and the qualification standard. We do not guarantee close rates or installs — what happens in the living room depends on your pitch, your pricing and your reps.
The backend share is calculated on collected contract revenue from appointments we set. Where a backend share applies it is agreed in writing before work starts, and the rate is on your agreement. Gross profit uses the margin you entered and does not include your overhead, sales commissions, or financing costs.
Proof
A $12,000 project off the first appointments we booked
K&E Refrigeration is our first HVAC partner. We book replacement and install appointments — no service calls — and the first project off them signed at twelve thousand dollars. That is one sale from an engagement that is weeks old, and we will say so on the call rather than let you find out later.
First project signed
Booked for replacement or install
Service calls sent to their team
Appointments booked to date
Where we actually stand in this trade
Most of our documented volume is still roofing. The demand generation, the phone qualification and the CRM work carry across; your offer, your objections and your seasonal curve do not, and we would be learning those alongside you. That is why early HVAC partners get founding terms — you are taking on some of the risk of being first, and the pricing should reflect that.
The same qualification standard, in writing, before you spend anything.
Founding terms for early HVAC partners while we build a track record.
We will tell you on the call which parts of the roofing results transfer and which do not.
Questions
What HVAC owners ask us.
Pricing, the appointment standard and the guarantee are the same as everywhere else on this site. See the packages.
Do you book repairs or replacements?
Have you run this for an HVAC company before?
What do you do in the shoulder season?
Can you work our maintenance agreement list?
How is a qualified replacement appointment defined?
Free 30-minute audit
Tell us what your install crew is worth idle.
Thirty minutes on your equipment mix, your seasonal swing and what you are paying for demand today. If your market will not support replacement volume year-round, we will tell you that instead of selling you a package.