Skip to content

Pricing

Commercial HVAC lead generation pricing: $1,500 or $2,500 a month

Published by B2B Lead Growth · First published: August 8, 2026 · Last updated: October 1, 2026

B2B Lead Growth charges established commercial HVAC contractors a flat monthly fee for one of two plans: $1,500 for Managed Outbound, or $2,500 for the Opportunity Engine.

Both plans find the property managers, facility teams and building owners in your area who buy commercial service, maintenance agreements and replacements, and start the conversation in your name. The price follows how far we carry each opportunity before your team takes it — not how many messages we send.

No setup fee. Month-to-month with 14 days’ notice either side, and canceling never costs you more than the month you are in. All prices are in US dollars and exclude any applicable tax. Nothing is priced per lead or per opportunity.

Get a Free Pipeline Audit No card, no call. A straight answer either way.

The two plans

The difference, in plain words

Both plans find the accounts, write to the buyers and follow up. The difference is where we stop.

Managed Outbound · $1,500/mo
Managed Outbound stops at the introduction. When a buyer agrees to talk, we introduce you by email with the whole thread, and your team confirms the need and books the meeting from there.
Opportunity Engine · $2,500/mo
The Opportunity Engine keeps going. We confirm the need and the timing with the buyer, check the opportunity against the criteria you agreed with us, and set a next step on a date. Then we introduce you, with a written brief.

The extra $1,000 a month pays for that work, between the buyer's yes and your estimator's time. The Opportunity Engine also covers more accounts (50 a month against 35), but the work, not the extra accounts, is what the $1,000 pays for.

Managed Outbound

$1,500/mo

Commercial buyers who want to talk, introduced to your team. Your team runs the conversation from the first call.

Qualified Opportunities for your sales team: commercial buyers who fit your profile and have agreed to talk.

What we do
We find the right commercial accounts, reach the people who choose the HVAC contractor, run the outreach and follow-up, and hand you each Qualified Opportunity with a warm introduction.
What reaches you
An email introducing you to a buyer who has agreed to talk, with the whole email thread.
Best for
Someone on your team can call a buyer within a business day, confirm the need and book the meeting.
What you get each month
What you get each month (7 items)
  • Ideal-account profile built with you, including the work and property types to screen out
  • Commercial accounts in your area researched from public sources — property and facility managers, building owners, multi-site operators, offices, warehouses, schools, healthcare, restaurants, retail — each naming the decision-maker's role to approach, and the person where a public source names them, with a cited reason and a source link
  • Outreach written for each account and sent in your name from a mailbox on a separate outreach domain your company owns, never your main domain (unless you choose otherwise in writing), with a follow-up sequence where each touch adds something new
  • Every reply read the same day; opt-outs suppressed in code, immediately; simple questions answered by email
  • Every Qualified Opportunity checked by a person: the account fits, the reply is genuine, the person decides or has sent us to who does, and they agreed to talk with your team
  • A warm handoff once the prospect agrees to speak with you: the handoff record with the account, the contact, the context and the whole conversation, a warm introduction by name, your booking link or calendar where it fits, and ownership of the conversation passed to you
  • Downstream progress tracked when you report it, and a monthly report of verified activity organized around the Qualified Opportunities handed off; any change we propose to who we contact, what we offer or what we claim is made only with your approval
You keep
Confirming the need and the timing, technical discovery, the site assessment, the estimate, the proposal, the close and the work itself stay with you.
Capacity
Up to 35 new commercial accounts researched and emailed each month, each with its full follow-up.
See if Managed Outbound fits your team

Opportunity Engine

$2,500/mo

Your estimator's time goes only to buyers whose need, timing and fit we have confirmed, with the next step already set. We confirm the need and the timing and set the next step.

Accepted Sales Opportunities for your estimator: need, timing and fit confirmed against your criteria, the next step on a date.

What we do
Everything in Managed Outbound, and we keep going: we validate the business need, gather the property, account and buyer information, confirm the fit against your agreed criteria, and coordinate a concrete next sales step before we hand the opportunity over.
What reaches you
A buyer whose need, timing and fit have been checked against your criteria, with a next step agreed on a date and a written brief, introduced to you by email.
Best for
Your estimator's time is the scarce thing, and nobody on your team has the hours to chase the need and the timing and schedule the next step.
What you get each month
What you get each month (7 items)
  • Everything in Managed Outbound
  • After a buyer becomes a Qualified Opportunity, the business need validated with the buyer: the work they need, why, and the timing — in their words, never our technical assessment
  • The relevant property, account and buyer information gathered where it can honestly be obtained: the building and site, the account, who buys and how they decide, the current-provider situation when disclosed — unknowns marked unknown
  • Each opportunity checked against the acceptance criteria you agreed with us, criterion by criterion, before it is handed over
  • A concrete next sales step coordinated with the buyer — a call or meeting with your estimator or salesperson, or a site assessment by your team — on a date
  • A complete opportunity brief and a warm introduction at handoff, then downstream progress tracked when you report it
  • A weekly report of verified activity organized around the Accepted Sales Opportunities handed off, instead of a monthly one
You keep
Technical HVAC discovery, the site assessment, the estimate, the proposal, the negotiation, the close and the work itself stay with you. We develop the opportunity; you do the technical selling and close it.
Capacity
Up to 50 new commercial accounts researched and emailed each month, each with its full follow-up.
See if Opportunity Engine fits your team

See a sample handoff, opportunity brief and report. No plan can be bought from this page, deliberately: the 4-minute fit check comes first, because the right plan depends on who on your team works an interested reply, and on whether someone quotes and wins commercial bids.

Straight answers

What do I get?

Every month we research commercial accounts near you and email the buyer at each one from your outreach mailbox, up to 3 times. On Managed Outbound we introduce your team to every buyer who agrees to talk. On the Opportunity Engine we first confirm the need, the timing and a next step, and hand you each one that meets your criteria, with a written brief. Each plan covers up to 35 or 50 new accounts a month.

What is it for?

A repeatable way to build a commercial pipeline: every month we find new commercial accounts near you, write to the buyer at each one about its own building, and hand your team the opportunities that come back. Managed Outbound gets your team a buyer who wants to talk; the Opportunity Engine gets your estimator a buyer whose need, timing and next step are already confirmed.

What happens after I sign?

You pay the first month, fill in a 30-minute onboarding form, register a separate outreach domain in your company's name with one mailbox on it (we send the steps; your main domain is never used), and approve the kinds of accounts we write to and what we may say. On the Opportunity Engine you also connect a booking link for your team. The first emails go out about two weeks after you sign, once your account list is built and approved, slowly at first while the new domain builds its reputation.

What am I responsible for?

Before launch: the onboarding answers (on the Opportunity Engine, a booking link for your team), the outreach domain and mailbox, and your approvals. After each handoff, we ask you to reach the buyer (or, on the Opportunity Engine, confirm your team will keep the step we set) within one business day, and to tell us whether you took it on, are sending it back for another look, or are declining it, and why. Then tell us what happens: a meeting, an estimate, a bid, won or lost. The estimate, the proposal and the close are always yours.

What am I risking?

One month's flat fee at a time: no setup fee, no minimum term and no exit fee, and you can cancel on 14 days' notice. A month we have not started is refunded in full on request.

What if you fall short?

If we miss something we control — a handoff that failed the standard, an account outside your profile, a missed follow-up, a broken handoff, or a month short of your plan's accounts — it stops counting, and we make it good with work: the step redone, or a replacement account worked through the full follow-up. Raise it within 14 days of the handoff (for a short month, of the month's end); failures we find ourselves are made good without a claim. A paid month takes up to 7 replacement accounts on Managed Outbound and 10 on the Opportunity Engine; any more carry into the next two paid months. Never cash or credit, never a promised result. We do not promise a number of opportunities; we report what the work produced.

What does B2B Lead Growth run?

The research, the emails, the follow-up and the replies on your campaign (a person sends every answer), up to the handoff. On the Opportunity Engine, also the need, the timing, your criteria and the next step.

What do I keep and control?

By default the outreach domain, its mailbox and every reply are yours, and your main domain is never used for outreach. You approve the kinds of accounts we write to and what we may say before anything sends, you can stop all sending at any time by revoking our mailbox password or telling us in writing, and the work from every paid month is yours.

Why you, not another outbound provider?

Five things: no per-lead fee and no shared leads; one HVAC company per service area as our standard practice (a contracted exclusivity is a priced add-on); a person confirms every buyer before you hear of them; every first email cites something real about the buyer's building; and by default the outreach domain, the mailbox and the replies are yours.

Booked meeting or warm introduction?

Managed Outbound introduces; it does not book. When a buyer writes back that they want to talk, we introduce you to the buyer by name in an email, with the whole conversation, and share your booking link where it fits. From then on the conversation is yours.

The Opportunity Engine sets the next step. Before it hands over, it confirms the need and the timing with the buyer and agrees a next step on a date: a call or meeting with your estimator or salesperson, or a site assessment by your team. Neither plan promises a number of meetings.

For one fictional account taken through both plans, and the documents your team would receive, see both handoffs side by side.

Who owns what on each plan

Every responsibility is either ours or yours on a given plan, and Managed Outbound never quietly includes the Opportunity Engine’s work. The rows where the plans differ come first. The last row is yours on both: that row is the boundary.

  • Responsibility
    Validating the business need and the timing with the buyer
    Managed Outbound ($1,500)
    You do
    Opportunity Engine ($2,500)
    We do
  • Responsibility
    Property, account and buyer information, gathered where it can honestly be obtained
    Managed Outbound ($1,500)
    You do
    Opportunity Engine ($2,500)
    We do
  • Responsibility
    Checking the opportunity against the acceptance criteria you agreed with us
    Managed Outbound ($1,500)
    You do
    Opportunity Engine ($2,500)
    We do
  • Responsibility
    Coordinating a concrete next sales step with the buyer, and the opportunity brief
    Managed Outbound ($1,500)
    You do
    Opportunity Engine ($2,500)
    We do
  • Responsibility
    Targeting: the account profile, and the work and property types to screen out
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Account research from public sources, with a cited reason and a source link per account
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Reaching the decision-maker at each account (or the colleague they send us to)
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Outreach and the follow-up sequence, written per account and sent in your name
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Reading every reply and screening the interest: genuine, relevant, from someone who decides
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Simple questions answered by email, and every open conversation tracked
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    The warm handoff: the record, the whole conversation, a warm introduction, your booking path, ownership passed to you
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    We do
  • Responsibility
    Technical discovery, the site assessment, the estimate, the proposal, negotiation and the close
    Managed Outbound ($1,500) and Opportunity Engine ($2,500)
    You do
Get a Free Pipeline Audit Your answers suggest a plan.

What the step up buys

Managed Outbound → Opportunity Engine (+$1,000/mo)

Managed Outbound hands you a Qualified Opportunity: a buyer who wants to talk, introduced to your team with the account, the contact and the whole conversation. The Opportunity Engine keeps going: it validates the business need, gathers the property, account and buyer information, checks the opportunity against the criteria you agreed with us, and coordinates a concrete next sales step before handing you a complete opportunity brief. You stop confirming the need and scheduling the next step; your team still does the technical discovery, the estimate, the proposal and the close. It also covers 15 more new accounts a month (50 against 35) and sends its activity report weekly rather than monthly (the weekly sales brief comes on both plans, in any week a buyer conversation gives it something to report) — supporting facts, not the reason for the price.

B2B Lead Growth creates the sales conversation and, on the Opportunity Engine, develops it into an accepted sales opportunity. The HVAC contractor does the technical discovery, estimates, proposes and closes. Everything we never do, on any plan.

What you provide, and when it starts

Here is what we need from you, in the order it happens.

  1. About 30 minutes on the onboarding form: the account types you want, the areas you serve, the work and accounts to screen out, what we may and may not say about your company, and who takes an interested reply.
  2. A separate outreach domain registered in your company’s name, never your main domain, with one mailbox on it used only for this outreach, for us to send from, connected with a password you create for that one mailbox and can revoke at any time. We send you the exact steps. Our software reads every message that arrives in it to find replies, bounces and opt-outs, which is why it must not receive your other business mail; nothing in it is deleted, moved or marked read. (If you choose in writing to have us send from our own channel under your business name, this step changes, and the agreement records it.)
  3. That domain’s standard email-authentication records switched on. We give you the records and check them, and nothing sends until they pass. The answer on how the sending works, under the questions below, names them.
  4. Your written approval of the account types, the area, the exclusions and the sending identity — and, on the Opportunity Engine, the acceptance criteria an opportunity must meet before we hand it over, and a booking link for your team.
  5. The signed agreement and the first payment. No work begins before both.
After each handoff, we ask you to reach the buyer (or, on the Opportunity Engine, confirm your team will keep the step we set) within one business day, and to tell us whether you took it on, are sending it back for another look, or are declining it, and why. Then tell us what happens: a meeting, an estimate, a bid, won or lost. A buyer who agreed to talk goes cold fast. It is a request, not a contract term, and missing it never changes what we owe you: a handoff that missed the standard can still be declined, with your reason, within 14 days of the handoff.

Day 0 is the day the agreement is signed and the first payment clears. On the timeline below the first emails go out about two weeks after you sign, and sooner if you approve quickly. Cold outreach is email-led, and we make no cold calls, on any plan. How sending starts, step by step, and when a call happens.

The onboarding, day by day (the same on every plan)
  1. Day 0 — Agreement signed, first payment receivedBothNo work begins until the agreement is signed and the first payment has cleared.
  2. Days 1-2 — You fill in the onboarding formYoursAbout 30 minutes: what you do, where you work, what you can and cannot claim, and who your best customers are.
  3. Days 1-3 — We write your profileOursYour intake becomes a written record of the claims we may make on your behalf — and the ones we may not. Nothing goes out that is not in it.
  4. Days 2-4 — We draft your ideal-customer definition and send it for sign-offOursWho we should be reaching, and the bad-fit work we screen out. You correct it. We never proceed on a definition you have not seen.
  5. Days 3-10 — We research and build your commercial account listOursAccounts in your area that fit the categories you approved: who they are, why they fit you, and the buyer role to approach, with the person where a public source names them. Every account carries a source link you can open. Nothing is contacted until the list clears our own checks.
  6. 3 business days — You approve the account profile and sending setupYoursYou confirm the account categories, service area, exclusions, allowed claims, and sending identity once. We then operate inside that signed-off envelope; a new category, area, claim, or identity requires a new approval. Silence is never taken as approval, but individual messages and routine batches do not wait for repeated sign-off.
  7. Same day — Final automated checksOursSuppression lists, sending caps, compliance content scan, and identity checks all run in code before the first message is released.
  8. Day 30 onward — Month-to-month from hereBothIt renews monthly until you stop it. Either side can end it on 14 days' written notice. For every month you have paid for, you keep the work done for you: the researched account lists, the messages written to your prospects, the reports and your opt-out list.

These are the timings we work to for the parts of this we control. They describe our activity, not your results. Any step marked as yours sets the pace for that step: where an engagement works your own account history, nothing there is contacted until you have sent it and approved the list.

What you are actually risking

  • Flat monthly price. No setup fee.
  • No per-lead charge, no per-opportunity fee, no acceptance fee, no performance fee and no commission — one flat price per plan.
  • Month-to-month. Either side can cancel on 14 days' written notice.
  • No pilot and no free trial of a paid plan. The free audit is the sample, and it costs nothing.
  • No guarantee of revenue, contracts, appointments, site visits, Qualified Opportunities, accepted sales opportunities or any count of them.
You see real work before you pay
Before any invoice you can see a free sample on your own market: real commercial accounts near you, each with a cited reason to contact it, and a sample message. You judge the work itself, not a portfolio from someone else's market.
Terms of Service §5
Canceling never costs you more than the month you are in
No setup fee, no minimum term and no exit fee. Either side can end it on 14 days' written notice. If fewer than 14 days are left in the month when you give notice, we work the rest of the notice window free — canceling late never bills you another month.
Terms of Service §7
A month we have not started is refunded in full
If we have not begun work on a period, we refund that period in full on request. It is an obligation in the terms, not a courtesy.
Terms of Service §8
Failures we control are made good with work
If we miss something we control — a handoff that failed the standard, an account outside your profile, a missed follow-up, a broken handoff, or a month short of your plan's accounts — it stops counting, and we make it good with work: the step redone, or a replacement account worked through the full follow-up. Raise it within 14 days of the handoff (for a short month, of the month's end); failures we find ourselves are made good without a claim. A paid month takes up to 7 replacement accounts on Managed Outbound and 10 on the Opportunity Engine; any more carry into the next two paid months. Never cash or credit, never a promised result.
Terms of Service §8
On price, cancellation and refunds, the better terms win
Our fees, cancellation and refund terms are published before any sales conversation. On those three, where the published terms are better for you than the signed ones, the published terms win.
Terms of Service §2
Your outreach domain, your mailbox and your paid-for work stay yours
By default the outreach goes out from a mailbox on a separate outreach domain registered in your company's name, never your main domain. It is connected with a password you can revoke at any time, and every reply lands in that mailbox. The account research, the messages written to your prospects and the reports from every paid month are yours too, with your opt-out list. Leaving claws none of it back, and the opt-out list is handed over within five business days.
Terms of Service §10
Your data is deleted within 30 days of the end
We delete or de-identify your records from active systems within 30 days of the engagement ending, apart from what the law or our records require us to keep, such as the signed agreement. One thing is kept on purpose, permanently: the do-not-contact list, because destroying it is how an opt-out gets forgotten.
Terms of Service §10
No promised number of opportunities, on purpose
A vendor that has to hit a promised count of opportunities or site visits is paid to hand you ones that were never going to buy. We commit to the work and report exactly what it produced, so what reaches your estimator is worth the drive.
Terms of Service §4

None of these is a promise about results; nobody can honestly make you one of those. Each one is in the public Terms of Service, and mirrored in the services agreement you sign. The fee is billed in advance, and the current month is not prorated, because it is earned as that month’s work is done. Read the full billing, cancellation and refund terms before you talk to us, not after.

What commercial HVAC outreach costs elsewhere, and what each price buys

We are not the cheapest. Alliance HVAC Leads publishes $1,050 a month for 500+ calls, voicemails and emails worked from a D&B list. For $1,500 we research commercial accounts one at a time, name the buyer role at each (and the person, where a public source names them), write to each from your own outreach mailbox with a reason you can check, and introduce your team to every buyer who agrees to talk — up to 35 new accounts a month. No cold calls, and no minimum term. If you want dials and volume, a calling firm is the better buy. If you want fewer, researched conversations you can read before you pick up the phone, that is what we sell.
The firms we compared, with their published prices (checked Sept 26, 2026)
  • Published price
    $1,050/mo or $1,950/mo; no setup fees
    What a month buys
    500+ or 1,000+ outbound touchpoints a month: phone calls, voicemails and follow-up emails, worked from a D&B prospect list, with walk-throughs scheduled for you
    Term and guarantee
    No minimum term or guarantee stated on the page
  • Published price
    $5,250, $7,250 or $9,250/mo
    What a month buys
    4+, 8+ or 12+ appointments set a month, from outbound dials and letters
    Term and guarantee
    Guarantee: if the appointment commitment is missed “by the end of your contract, we work for free until we do”; “No short-term campaigns”
  • Published price
    No published price (“Pricing is customized to the client’s needs”)
    What a month buys
    “A qualified sales appointment with a date and time,” booked by phone
    Term and guarantee
    No guarantee stated on the page
  • Published price
    From $2,500/mo
    What a month buys
    Managed outbound: cold email from sending domains and mailboxes you keep, LinkedIn and phone follow-up
    Term and guarantee
    Month-to-month “after the first three months”
  • Firm
    B2B Lead Growth
    Published price
    $1,500/mo or $2,500/mo; no setup fee
    What a month buys
    A warm introduction to each buyer who agrees to talk; on the Opportunity Engine, the need and timing confirmed and the next step set first. Up to 35 or 50 researched commercial accounts a month, each emailed up to 3 times from your own outreach mailbox
    Term and guarantee
    Month-to-month from the first month; no guarantee

Each firm’s figures are quoted from its own page, checked Sept 26, 2026, and belong to that firm; they change over time, so open the link before you rely on one. Abstrakt’s guarantee is quoted from its appointment-setting page. Abstrakt and GenSales sell booked appointments, and Alliance schedules walk-throughs as part of its touchpoints. We do not sell or promise appointments.

When you should not pay us, or anyone

If you have no clear offer, no room for another account, nobody who quotes and wins commercial bids, or nobody to answer an interested reply within a business day, fix that before buying pipeline help from any vendor — including us. The free pipeline audit exists partly for this. If the prior question is whether outbound is the right place for the money at all, outbound versus inbound for commercial HVAC compares how each option’s cost behaves and says plainly when each one is the wrong purchase.

Pricing questions

How much does commercial HVAC lead generation cost with B2B Lead Growth?

B2B Lead Growth charges a flat $1,500 or $2,500 a month, with no setup fee. $1,500 is Managed Outbound: we find the right commercial accounts, reach the people who choose the HVAC contractor, run the outreach and follow-up, and hand you each Qualified Opportunity with a warm introduction. $2,500 is the Opportunity Engine: everything in Managed Outbound, and we also validate the business need, gather the property, account and buyer information, check the opportunity against your agreed criteria, and set a concrete next sales step before we hand it over.

What is the difference between the two plans?

The two plans differ by how far we carry an opportunity before your team takes it. Managed Outbound hands you a Qualified Opportunity: a buyer who chooses the HVAC contractor and agreed to talk with your team, introduced to you warm with the whole conversation. The Opportunity Engine hands you an Accepted Sales Opportunity: the need and timing confirmed, checked against your criteria, with the next sales step already set and a complete brief. Each plan is measured by what it hands over. The Opportunity Engine also covers more new accounts a month (50 against 35), so its message ceiling is higher (200 against 140), but the extra work, not the extra messages, is what the extra $1,000 pays for. On both, your team does the technical discovery, the estimate, the proposal and the close.

When does anything actually happen?

The first emails go out once your account list is built, you have approved it, and your outreach mailbox has passed its checks. On the timeline below, with account research on days 3 to 10 and then your approval, that is about two weeks after you sign, and sooner if you approve quickly. Sending then starts slowly and reaches full pace within its first week, and each account's follow-ups run at least 4 days apart. So roughly the first half of month one is setup. Replies can come any time after the first email; we do not forecast how many.

How does the sending work?

The sending runs from a separate outreach domain registered in your company's name — never your main domain — with one mailbox on it used only for this outreach, for example outreach@getacmehvac.com if your everyday email is @acmehvac.com. We send you the exact steps to set it up. That mailbox is the only access we need. You connect it with an app password that you create on your own email provider's page for that one mailbox, and you can revoke it at any time; you never give us your main password, and your provider has to allow app passwords, as Google Workspace does. Our software reads every message that arrives in it to find replies, bounces and opt-outs, which is why it must be a mailbox used only for this outreach, and we never delete, move or mark anything in it as read. Nothing sends until the outreach domain passes its SPF, DKIM and DMARC checks and is clear of the Spamhaus domain blocklist, and those checks are repeated while sending runs. Sending starts slowly and builds up over the first week while the new domain earns its reputation. A plan covers up to 35 or 50 new accounts a month (a ceiling of 140 or 200 outreach messages), each contact gets at most 3 emails, and anyone who asks us to stop is suppressed at once. Every message is in your sent folder, and you can pause at any time; if you revoke the app password, we can no longer send. If you would rather we send under your business name from our own channel, ask us: it depends on room on that channel, which we confirm before you sign, and the agreement records the choice in writing.

How many conversations will I get?

We do not know, and we will not guess: we have no client results yet. What you can count on is the work — every account researched, qualified for fit and emailed up to 3 times, within your plan's limit of 35 or 50 new accounts a month — and a report of what happened, measured by what your plan hands over — on Managed Outbound, Qualified Opportunities; on the Opportunity Engine, Accepted Sales Opportunities — and shown against the accounts contacted and the messages sent. You can cancel on 14 days' notice in any month.

We tried cold email before. Why would this be any different?

Then you know what most cold email is: a bought list, one template, a blast. This is different in kind, and that is not a promise of better results. Each account is researched one at a time and carries a public source and a reason to write. Each email goes to the person or role who buys for that building, from a mailbox on your separate outreach domain, at most 3 times, with no bought list anywhere. Whether it works in your market is not something anyone can promise; the free audit lets you judge the research before you pay anything.

Is my market big enough?

We check before we sell you anything. We count the commercial accounts in your area that fit your profile and record how we counted them. If there are not at least three months' worth — 105 accounts for Managed Outbound, 150 for the Opportunity Engine — we tell you, and we do not sell that plan. While we work, we track how many are left. If your market runs out, new-account research stops until you and we agree a change, such as a wider area or another account type, and the market is counted again.

Is there a cheaper plan than $1,500 a month?

No. Managed Outbound at $1,500 a month is the entry plan: the account research, the outreach and follow-up in your name, the reply handling and the warm handoff are the work, and we do not sell a smaller slice of it. The free pipeline audit costs nothing, so you can judge the work on your own market before deciding whether it is worth that.

How does billing work, and can I get a refund?

Billing is a flat monthly fee, charged in advance, renewing until you cancel on 14 days' written notice by email. If fewer than 14 days are left in the month when you give notice, we work the rest of the notice window free, so canceling late never bills you another month. The current month is non-refundable and is not prorated, because the fee is earned as that month's work is performed. A period we have not started is refunded in full. We do not refund because a result did not occur, since we never promise one. Failures we control are made good with work, never cash or credit; the full rule is under "What if you fall short?" above. The full policy is in our Terms of Service.

What does neither plan include?

Neither plan includes technical HVAC discovery, site assessments, equipment diagnosis, sizing or specification, final scope, the estimate, the proposal, the price, negotiation or the close — those are the contractor's on both plans. Neither plan includes cold calls, paid advertising, or buying or selling lead lists. Neither plan includes a guaranteed number of replies, appointments, site visits, Qualified Opportunities, accepted sales opportunities, contracts or revenue. Neither plan includes contractual territorial exclusivity: as standard we work one HVAC company per service area as an operating practice, and enforceable per-metro exclusivity is a separate priced add-on on the order form, quoted before you sign.

How the account limit and the message ceiling are worked out

Each plan's monthly limit is on new commercial accounts. Every account is worked through its whole follow-up sequence, and the message ceiling is derived from the account limit, so a follow-up never costs you an account. The Opportunity Engine covers more accounts a month (50 against 35), so its ceiling is higher (200 against 140), but the extra work, not the extra messages, is what the extra $1,000 pays for.

A limit is a supporting fact. It is never the reason one plan costs more than another — the responsibility in the table above is.

Managed Outbound
Up to 35 new commercial accounts a month, each emailed up to 3 times. The ceiling of 140 messages is 35 accounts x (3 touches + 1): the extra 35 leaves room for a second contact at some accounts, so a follow-up never costs you an account.
Opportunity Engine
Up to 50 new commercial accounts a month, each emailed up to 3 times. The ceiling of 200 messages is 50 accounts x (3 touches + 1): the extra 50 leaves room for a second contact at some accounts, so a follow-up never costs you an account.

Every term on this page is defined once, on the definitions page: Prospect, Interested Prospect, Qualified Opportunity, Accepted Sales Opportunity, Warm Handoff, Opportunity Brief.

See the work on your own market, free.

4 minutes of questions, then a straight answer — including “no”. If it is a fit, your free pipeline audit follows in writing: 3–5 commercial accounts near you, qualified the way we would for a client, with source links, plus the first email we would send. No call is required to receive it, and it is yours to keep either way. It shows the quality of the work, not a promised result.

Get a Free Pipeline Audit No card. A straight answer either way.