Live engagement, early
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
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.
- 01Built a homeowner list filtered on equipment age, not on anyone with a unit that had stopped working.
- 02Qualified every homeowner who picked up on ownership, equipment age, repair history and budget.
- 03Screened out diagnostic and service calls entirely rather than passing them through as appointments.
- 04Booked 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.
Still being confirmed — The appointment count and kept rate on this engagement are still being confirmed.
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.
More work
All case studiesFrom no website to $550,000 in tracked revenue
A startup roofing company with nothing — no site, no CRM, no pipeline. We built the whole operation and then filled it: 100+ replacement appointments, 30+ repairs, and over half a million dollars in tracked revenue.
Read Liebler RoofingFive roofs signed off a single package
Fourteen qualified appointments, thirteen kept, five roofs signed. Just under six figures in new revenue from one package — and they re-upped.
Read Desert HVAC ProsTwelve appointments, $66,000 signed and collected
Four installs and changeouts signed at roughly $14,000 a ticket, with eight service and repair calls booked alongside to keep the techs moving in between.
ReadFree 30-minute audit
Want one of these of your own?
Bring your funnel, your system and your numbers. No deck, and a straight answer either way.