The A.C.E. AI Appointment Engine — For HVAC Companies Doing $3M to $10M
Scale Your Offers
Residential HVAC  ·  $3M to $10M  ·  Three seats

The engine that fills an HVAC calendar every month of the year.

We build the whole system: database reactivation that produces signed work in the first forty-five days, an AI that answers and books every inbound call around the clock, paid traffic you own outright, and attribution you can audit down to the individual ad.

Apply for a Founding Client seat

Four-minute application  ·  Reviewed by Michael personally  ·  No cost to apply

Installed capacity, month by month 12/12
JFMAMJJASOND
Typical season shape
What the Engine fills

Illustrative. Shoulder season fills from the database and from replacement offers sent ahead of the weather.

$12M+Tracked revenue generated
50,000+Leads produced
Week 1Reactivation launches
5%Fee on collected cash
The short version
  • Your existing customer database gets worked first, so signed revenue lands inside forty-five days and ahead of any new ad spend.
  • An AI system answers every call, form, text, and message in seconds and books straight onto your dispatch calendar at any hour.
  • Meta and Google campaigns run inside accounts you own, with every dollar attributed to the ad that produced the job.
  • The build costs $26,000 one time, management runs $2,000 a month for Founding Clients, and a 5% fee applies to collected cash.
  • Three seats exist at these terms, and each one requires signed case-study rights in exchange.
Where the revenue goes

Your shop already produces the demand. The system around it lets a third of it walk.

An HVAC company at $5 million a year has thousands of households in its system, a phone that rings all summer, and a crew that can install more than it currently installs. The revenue gap sits in four places, and all four are fixable with software and sequences.

Expand stage

The unsold estimates sit untouched

Every homeowner who let you in the door, heard your number, and said later is still sitting in your system, and later arrived a while ago.

Convert stage

After-hours calls go to voicemail

A homeowner with a dead system calls three companies and books with whoever answers first, and your answering service takes a message.

Convert stage

Quoted jobs get one follow-up

The estimate goes out, somebody calls once, and the file goes quiet while the homeowner keeps shopping with your competitors.

Attract stage

Shoulder season arrives unasked for

April and September empty out because nobody sent the replacement offer in advance, and the shop waits for weather to do the selling.

Owners at this level have a conversion and follow-up problem that looks like a lead problem, and they keep buying leads to solve it.

The Engine closes all four gaps in one build, and it starts with the one that pays for itself fastest.

The build

The A.C.E. AI Appointment Engine

A.C.E. stands for Attract, Convert, and Expand. Those three stages cover the entire path from a homeowner seeing you for the first time through to the maintenance agreement renewing four years later. We build all three, and we hold to one diagnostic rule: walk the stages in order and repair the earliest weak one first.

A

Attract — homeowners who see you, on traffic you own

Meta and Google campaigns built for the replacement buyer and the maintenance buyer inside your service area, every asset owned by your company.

Campaign architecture, audience build, and budget structure for your market size.
Ad creative and copy produced in house, in the volume the platforms need to learn.
Seasonal calendars that push replacement offers ahead of the weather turning.
Landing pages and offer pages built for HVAC buying behavior.
C

Convert — everything between the click and the signed job

An AI system that responds in seconds on every channel, qualifies the homeowner, and books the appointment while they are still holding their phone.

Instant reply to every inbound form, missed call, text, and social message, day or night.
Qualification on system age, the nature of the problem, homeownership, and address.
Live calendar booking, wired to your dispatch board and your capacity rules.
Automated follow-up on every quoted job until the homeowner schedules or closes the door.
Appointment confirmation and reminder sequences that protect your show rate.
E

Expand — what every household is worth over the next decade

The reactivation and retention systems that turn your customer history into a revenue line running all twelve months.

Full segmentation of your CRM into unsold estimates, aging systems, lapsed agreements, and repair customers.
Offer design and sequences written for each segment, across email and SMS.
Maintenance agreement campaigns, renewal automation, and win-back flows.
Repair-to-replacement pathways for households running systems past twelve years.
A reactivation calendar that keeps running every quarter after the build.

Every capability listed above is already built and running inside our stack. The AI claims map to systems my team has shipped, and I will show you the live conversation logs on the audit call.

$42,000 Modeled first-pass reactivation 500 unsold estimates · illustrative
<60s Response on every inbound Any channel, any hour
12/12 Months the calendar runs Shoulder season included
The first forty-five days

Reactivation launches in week one, ahead of any new ad spend.

Most agency engagements ask a contractor to fund three months of ad spend before anything shows up on the board. We run the sequence the other way, because the money that comes out of your existing database costs nothing to reach and closes faster than anything cold.

Here is the arithmetic on one segment, built on conservative assumptions.

Reactivation model  //  unsold replacement estimates, first pass
Unsold estimates, past 24 months500
Contacted across a 14-day email and SMS sequence500
Book an in-home appointment  (2%)10
Close on a system  (35%)3.5
Average system ticket$12,000
Signed work, first pass$42,000
Illustrative model on conservative HVAC assumptions. On the audit call we replace all five inputs with your real counts, your real close rate, and your real ticket, and the output moves in both directions.

That covers one segment on one pass. The aging-system list, the lapsed agreements, and the one-time repair customers each run their own sequences with their own offers, and every one of them keeps running on a quarterly schedule after the build completes.

Build sequence

What the first ninety days look like.

Days 1–7

Onboarding and database extraction

We pull your CRM export, segment every household, and audit your current tracking, your ad accounts, and your intake process. The reactivation offers get written and approved by you inside the first week.

Days 8–21

Reactivation live, AI intake wired

The first sequences go out to your unsold estimates and your aging-system list. The AI intake system goes live on your forms, your missed calls, and your social channels, booking directly onto your dispatch calendar.

Days 22–45

Conversion assets and attribution

Landing pages, offer pages, and booking flows go live. Tracking gets wired from the individual ad through to the signed job, so every dollar of spend has a name attached to it before the spend begins.

Days 46–90

Paid traffic launches and scales

Meta and Google campaigns go live against the targets your margin supports. We test creative in volume, cut what loses, and scale what produces booked appointments at or below your cost target.

Ongoing

Management and the quarterly reactivation calendar

Media management, creative production, sequence optimization, and reporting against your real cost per booked appointment and cost per install. The reactivation calendar runs every quarter without anyone in your office remembering to start it.

The standard

Your margin sets the target, and we agree on it before a dollar goes out.

Our published minimum is 3X return on ad spend from cold traffic. The arithmetic underneath that number changes with your gross margin, and I want you looking at it before you sign anything.

25%
4.0X to break even
The hard floor for taking on an account
30%
3.33X to break even
A 3X result sits underwater at this margin
40%
2.5X to break even
A 3X result produces real profit
50%
2.0X to break even
Comfortable room in the model

We run your actual margin through that table on the audit call and set the performance target from your economics. Every dollar of spend gets attributed to the ad that produced it, so the decision to scale or cut comes from the numbers on the board.

The calendar tells the truth, and the ad account has to agree with the calendar.
Proof

Here is exactly what I have, including the case study I do not have yet.

My track record across the businesses I have built systems for stands at more than $12 million in tracked revenue and more than 50,000 leads generated. That work covers paid media, funnel builds, follow-up systems, and database reactivation for companies selling high-ticket work to homeowners and business owners.

I do not have a signed HVAC case study with a name and a logo attached. Every component of this Engine is built and shipped, and the HVAC results library starts with the companies who come in now.

That gap is the entire reason Founding Client terms exist and the reason those terms require signed case-study rights. You get the build at a materially better number and my direct attention as the founder. I get the proof I need to sell the next twenty accounts at full price. Both sides of that trade sit in plain view.

You can hire an agency with a hundred HVAC logos and a hundred clients splitting its attention, or you can be one of three accounts a founder has staked his proof on.
The investment

Everything in the build, and what it costs.

Database reactivation systemFull CRM segmentation, offer design per segment, and the email and SMS sequences that launch in week one.
$6,500
AI appointment intake and bookingInstant response across every channel, qualification, live calendar booking, and quoted-job follow-up.
$7,500
Paid traffic build on Meta and GoogleCampaign architecture, audiences, creative production, and copy, all inside accounts you own.
$5,500
Conversion assetsLanding pages, offer pages, and booking flows built for HVAC buying behavior in your market.
$4,000
Attribution and reportingTracking wired from the individual ad through to the signed job, reported on booked appointments and installs.
$2,500
Expand systemsMaintenance agreement campaigns, renewal automation, repair-to-replacement pathways, and the quarterly reactivation calendar.
$3,500
Total build value$29,500
$26,000

One-time build  ·  You own every asset and account we create

Founding Client management, first six months$2,000 / month
Performance fee on collected cash5%
BillingFirst of each month
Required in exchangeSigned case-study rights
Seats at these termsThree

The performance fee puts my compensation on the same side of the table as your bank account. My revenue grows when your collected cash grows, and it shrinks when yours does.

Apply for a Founding Client seat

Four-minute application  ·  No cost  ·  No obligation

Fit

Who this works for.

Built for your shop when

  • You are doing between $3 million and $10 million a year in residential HVAC.
  • Your install crew can absorb more work than it currently handles.
  • Your sales process already closes at a rate you can name out loud.
  • Your gross margin on install work sits at 25% or better.
  • Your CRM carries real customer history going back years.

A poor fit when

  • The shop runs under $1 million a year and the volume cannot carry the math.
  • There is no customer history in any system worth reactivating.
  • You want leads dropped off with nothing changing inside the company.
  • The crew is booked solid year round with more work than it can install.

The Engine sends more qualified homeowners into your process, and your process has to be ready to receive them.

Questions owners ask

The honest answers.

The build is real construction work: segmentation, sequences, AI configuration, campaign architecture, pages, creative, and tracking. Agencies that skip the build charge you monthly to run campaigns on top of infrastructure that was never assembled, and the results reflect that. You pay once for the asset and you own it permanently.

The management agreement runs month to month after the build completes. The Founding Client rate holds for six months and the case-study rights survive the engagement, which is the whole trade.

You do, on every one of them. The Meta and Google accounts sit in your business manager under your billing. The pages, sequences, creative, and automations belong to your company, and they keep running if we part ways.

Yes. The Engine sits in front of your field service software and hands off qualified, booked appointments to your dispatch board. We handle the connection during the build, and your techs keep working in the software they already know.

We set that number on the audit call from your margin, your ticket, and your install capacity, and most companies at this level start somewhere between $5,000 and $15,000 a month. The reactivation work runs ahead of that spend and typically covers a meaningful share of it.

We throttle to your capacity and we build the calendar rules to match it. Booking more appointments than your crew can install damages your reputation, so capacity is one of the first things we set during onboarding.

Three seats exist at these terms and I read every application myself. The questions cover the numbers that determine whether this produces a return for you, and screening them in advance keeps the audit call focused on your plan.

You hold the assets, the accounts, and the data either way, and the 5% performance fee means my ongoing revenue depends on cash you actually collect. The audit call exists so both of us can see the math before either of us commits, and I turn down companies whose numbers do not support the spend.

Apply for a Founding Client seat.

The application takes about four minutes and covers the numbers that decide whether this produces a return for you: your revenue, your margin, your average ticket, your close rate, and the size of your customer database. I read every one myself.

01

Complete the application

Four minutes of straight questions about your shop, your numbers, and where the revenue leaks right now.

02

Book your A.C.E. Audit

Qualified applicants pick a time on my calendar in the same window, with no waiting for a reply.

03

Get your numbers on the call

Forty-five minutes where we name the earliest leak and run your real inputs through the model. You keep all four numbers either way.

Three Founding Client seats  ·  No cost to apply  ·  Your information stays between you and me

$26,000 build  ·  Three Founding Client seats Apply now