Free pipeline audit · 16 quick questions, about 5 minutes
Get a free pipeline audit for your market.
For established HVAC contractors with commercial work. A fit gets a short written diagnostic of its commercial pipeline by email within 5 business days; if it isn’t a fit, you’ll know before we ask for your name or email.
- A straight answer, including no
- Free audit, no call required
- A call only if it makes sense
Step 1 of 3 of questions: Your commercial work. Then, if it fits, where to send your audit.
A straight answer, including no
If your answers say we can't help you, the step that decides it says so and tells you why — before we ask for your name or email. It won't offer you a calendar to be polite.
The audit is free, and no call is required
A free, short diagnostic of your commercial pipeline, built from a few questions and your own website. It scores five areas (targeting, positioning, prospecting consistency, follow-up and opportunity handling), names the biggest bottleneck and the commercial accounts to target, gives three prioritized actions and says whether a call makes sense: the next move that fits, even when that is not a paid plan. It is yours to use whether or not you ever buy. If it is a fit, we email it to you within 5 business days. It is sent automatically once it passes every check. You never have to get on a call to receive it.
A call only when it makes sense
Only a strong fit is offered a 15-minute call, and even then it is optional — an eligible company's audit is emailed whether or not it books one. Anyone else gets useful next steps and is never asked for a meeting.
What the fit check asks
16 one-tap questions, each with a “not sure” style answer where one makes sense, and 2 optional short answers in your own words. Then, only if it is a fit, your name, your work email, your company and the towns or counties you serve. Nothing asks for a customer list or an export. We ask:
- how much of your work is commercial
- who quotes and wins your commercial bids
- how many people work in the business
- how long you have been in business
- where your commercial work comes from today
- how much of that work rests on one customer, contractor or source
- how often a new commercial account starts with you
- what you most want to change
- whether you could take on more accounts
- whether you want commercial accounts contacted in your company's name
- whether you can name the commercial accounts and the area you want
- the smallest commercial job worth your time
- who follows up with commercial buyers today
- what happens when a commercial buyer replies or asks for a price
- where you think commercial opportunities get lost
- whether you want each buyer's need and timing confirmed and the next step set before your team takes over
- the commercial accounts and work you want more of (optional, in your words)
- how you describe your company to a commercial buyer (optional, in your words)
Two of those answers decide which plan we suggest: who follows up with commercial buyers today, and whether you want each buyer’s need and timing confirmed and the next step set before your team takes over. The rest build your audit’s scorecard. How we handle what you send is in the Privacy Policy.
Not ready to answer questions?
Reasonable. Read what the service is, how the work runs, or what it costs — all of it is on the site in full, with no form in front of it.