The system that fills an HVAC calendar all 12 months.
We build the whole thing. Your old customer list worked first so signed jobs land in the first 45 days, an answer on every call and message inside 60 seconds, ads that run in accounts you own, and tracking that shows you which ad paid for which job.
Apply for a Founding Client seat4-minute application · Read by Michael himself · No cost to apply
An example. Shoulder season fills off your customer list and off replacement offers sent ahead of the weather.
- Your old customer list gets worked first, so signed jobs land inside 45 days and ahead of any new ad spend.
- Every form, missed call, text, and message gets answered inside 60 seconds and booked straight onto your dispatch board.
- Facebook and Google ads run inside accounts your company owns, and you can see which ad paid for which job.
- The build runs $26,000 one time. Founding Clients pay $2,000 a month to run it, plus 5% of the cash you collect.
- 3 seats exist at those terms, and each one trades for the right to publish your results as a case study.
Your shop already makes the demand. The setup around it lets a third of it walk.
An HVAC company at $5,000,000 a year has thousands of homeowners in its system, a phone that rings all summer, and a crew that could install more than it does. The gap sits in 4 places, and software and messages fix all 4.
Old estimates sit untouched
Every homeowner who let you in the door, heard your price, and said later is still in your system. Later got here a while ago.
After-hours calls go to voicemail
A homeowner with a dead system calls 3 companies and books with whoever picks up first. Your answering service takes a message.
Quotes get 1 follow-up call
The estimate goes out, somebody calls once, and the file goes quiet while that homeowner keeps shopping your competitors.
Shoulder season shows up unasked for
April and September empty out because nobody sent the replacement offer early, and the shop waits on weather to do the selling.
This closes all 4 gaps in one build, and it starts with the gap that pays for itself fastest.
The A.C.E. AI Appointment Engine
A.C.E. stands for Attract, Convert, and Expand. Those 3 stages cover the whole path, from a homeowner seeing your name for the first time through to the maintenance agreement renewing 4 years later. We build all 3, and we hold to 1 rule: walk the stages in order and fix the earliest weak one first.
Attract — homeowners who see you, on ads you own
Facebook and Google campaigns pointed at the replacement buyer and the tune-up buyer in your service area, running in accounts your company owns.
Convert — everything between the click and the signed job
A system that answers in seconds on every channel, asks what your best CSR asks, and books the appointment while the homeowner is still holding the phone.
Expand — what a homeowner is worth after the first job
The campaigns that turn your customer history into money coming in all 12 months of the year.
Every piece listed above is already built and running in our stack. Ask for the live conversation logs on the audit call and they go up on the screen.
Your list goes out in week 1, ahead of any new ad spend.
Agencies usually ask you to fund 3 months of ad spend before anything shows up on the board. We run it the other way around, because the money in your existing list costs nothing to reach and closes faster than anything cold.
Here is the math on 1 group, built on careful numbers.
That is 1 group on 1 pass. Your aging systems, your lapsed agreements, and your one-time repair customers each get their own messages and their own offers, and every one of them keeps going every few months after the build is done.
What the first 90 days look like.
Your list comes out and gets sorted
We pull your CRM export, sort every homeowner into groups, and go through your tracking, your ad accounts, and how calls get handled today. You read and approve the first offers inside week 1.
The list campaigns go out and the phone gets covered
The first emails and texts hit your old estimates and your aging-system list. The answering system goes live on your forms, your missed calls, and your social channels, booking straight onto your dispatch board.
Pages go up and tracking gets wired
The pages that catch the click go live. Tracking gets wired from each ad through to the signed job, so every dollar has a name on it before you spend it.
Ads turn on and scale
Facebook and Google go live against the number your margin can carry. We test ads in volume, cut what loses, and put more behind what books appointments at or under your target.
Running it, and the list calendar
We run the ads, make new ones, improve the messages, and report against your cost per booked estimate and cost per install. The list campaigns keep going every few months without anybody in your office starting them.
Your margin sets the target, and we agree on it before a dollar goes out.
Our published floor is $3 back on every $1 of ad spend from people who never heard of you. What that dollar has to return changes with your gross margin, and I want you looking at it before you sign anything.
We run your own margin through that table on the audit call and set the target off your numbers. Every dollar you spend gets tied to the ad that produced it, so the call to spend more or cut comes off the board.
Here is exactly what I have, including the case study I do not have yet.
I ran my own marketing agency from 2018 until January 2026. My clients made more than $12,000,000 and picked up more than 50,000 leads from the systems my team built and ran for them, across coaching, consulting, a recruiting service, and SaaS. That work covers ads, pages, follow-up systems, and old-list campaigns.
The year after that I served as CMO of The D2D Experts, a training company for door-to-door sales teams. That seat put me in front of HVAC owners constantly, at D2DCon, inside the Circle Mastermind, and across more than 100 sales calls.
I hold no signed HVAC case study with a name and a logo on it. Every piece of this is built and running today, and the HVAC results start with the companies who come in now.
That gap is the whole reason Founding Client terms exist, and the reason those terms ask for the right to publish your results. You get the build at a much better number and my attention as the founder. I get the proof I need to sell the next 20 accounts at full price. Both sides of that trade sit here in plain sight.
Everything in the build, and what it costs.
One-time build · You own every account and every piece we make
The 5% puts my pay on the same side of the table as your bank account. It grows when the cash you collect grows, and it shrinks when yours shrinks.
4-minute application · No cost · No obligation
Who this works for.
This fits your shop when
- You run between $1,000,000 and $10,000,000 a year in residential HVAC.
- Your install crew can take on more work than it handles today.
- Your sales process already closes at a rate you can say out loud.
- Your gross margin on install work sits at 25% or better.
- Your CRM carries years of customer history.
A poor fit when
- The shop runs under $1,000,000 a year and the volume cannot carry the math.
- There is no customer history in any system worth working.
- 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.
This sends more qualified homeowners into your process, and your process has to stand ready to take them.
The honest answers.
The build is actual work. Sorting your list, writing the campaigns, setting up the answering system, building the ads and the pages, and wiring the tracking. Agencies that skip the build charge you every month to run ads on top of nothing, and the results show it. You pay once here and you own what gets made.
The monthly runs month to month once the build is done. The Founding Client rate holds for 6 months, and the right to publish your results lasts past the work, which is the whole trade.
You do, every one of them. The Facebook and Google accounts sit under your business and your billing. The pages, the campaigns, the ads, and the automations belong to your company and keep running if we part ways.
Yes. This sits in front of whatever you run and hands 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 on the audit call from your margin, your ticket, and how much your crew can install. Shops at this size usually start between $5,000 and $15,000 a month. The list campaigns run ahead of that spend and often cover a good piece of it.
We slow it to match your crew and build the booking rules around it. Booking more work than you can install hurts your name in town, so your capacity is one of the first things we set in week 1.
3 seats exist at these terms and I read every application myself. The questions cover the numbers that decide whether this pays you, and sorting that out first keeps the call on your plan.
You keep the systems, the accounts, and the data either way, and the 5% on collected cash means my money depends on cash you actually take in. The audit call exists so both of us see the numbers before either of us commits, and I turn down shops whose numbers cannot carry the spend.
Apply for a Founding Client seat.
The application takes about 4 minutes and covers the numbers that decide whether this pays you. Your revenue, your margin, your average ticket, your close rate, and how many homeowners sit in your CRM. I read every one myself.
Fill out the application
4 minutes of straight questions about your shop, your numbers, and where the money leaks right now.
Book your A.C.E. Audit
If your numbers fit, you pick a time on my calendar in the same sitting, with no waiting on a reply.
Get your numbers on the call
45 minutes where we name the earliest leak and run your own numbers through the model. You keep all 4 numbers either way.
3 Founding Client seats · No cost to apply · Your numbers stay between you and me