A fixed-fee, time-bounded engagement designed to remove the risk of hiring an outside consultant for the first time.
Half a day on site. Written roadmap inside 72 hours.
A half-day on-site audit. Every operational system reviewed: the FSM platform, the after-hours call handling, the quoting workflow, the PM agreement renewal process, the review and reputation pipeline.
A written roadmap, delivered inside 72 hours, identifying where the business is leaking money and which two AI tools will recover the most in the shortest time.
Fig. 1 — Where the Money Leaks: Typical HVAC Service Workflow
Fixed sequence. Same structure for every engagement.
Fig. 2 — Audit Phases (Sequential, Fixed Order)
AUDIT WEEK — ROADMAP DELIVERED ≤72 HRS — TWO TOOLS DEPLOYED IN 30 DAYS
Map the business. Interview the owner. Document every piece of software the company is paying for or ignoring. 60–90 minutes on site.
Five universal categories: repetition, no-shows and abandonments, manual communication, bad or missing data, slow decisions. Score where each applies.
Each pain point ranked by Impact × Feasibility × Speed-to-Value. Only top-tier opportunities make the 30-day list.
One to three specific tools per opportunity. Bias toward tools that integrate with what the company already uses. A 70%-as-good tool that gets used beats a perfect tool that sits idle.
A two-page written plan: what we found, the 30-day quick wins with specific tools and pricing, the 60/90-day opportunities, one thing not to do right now.
Four metrics. Baseline to day-90.
Every pilot tracks the same four metrics, baseline to day-90. The before/after comparison is the core deliverable.
| Metric | How it is measured |
|---|---|
| Missed & unanswered calls | Count of inbound calls that were not answered by a person, drawn from call log and answering-service records. |
| PM agreement renewal rate | Preventive-maintenance agreements renewed vs. agreements eligible for renewal in the period. |
| Replacement quote close rate | Replacement-system quotes issued vs. jobs won. Segmented by job type when volume allows. |
| Google reviews | Total review count and average rating, pulled from the Google Business Profile. |
Other metrics — average ticket, first-call completion, revenue per technician — added when relevant to the specific business.
Ninety days. Structured. No open-ended retainer.
$1,950 fixed. Introductory rate through 2026.
No retainer at this stage. Implementation, training, and three review calls are included.
Tool subscription costs are paid by the business directly to the vendor — typically $100–$500 / month, frequently offset within the first month by recovered revenue.
If we both decide to continue past day 90, an ongoing advisory arrangement runs $400–$600 / month for quarterly reviews, ongoing email support, and an annual audit refresh.
Narrow. Specific. In writing.
If the report is not delivered inside 72 hours, or the two AI tools are not deployed and measurable inside 90 days, the engagement ends and no further fee is owed.
Outcome guarantees on revenue lifts are not on offer — too many variables outside any consultant's control — but the process is something I will stand behind in writing.
To start the conversation, email stan@reevesworks.com or call 334-444-3059.