HVAC Marketing Automation & AI Lead Generation Guide | Lead Nurturer

The HVAC Contractor's Complete Guide to AI Marketing Automation & Lead Generation

How to Capture Emergency Calls 24/7, Automate Lead Nurturing, and Turn One-Time Repairs Into Recurring Revenue

📚 15 min read
👥 Viewed by 425+ HVAC contractors
✍️ By Brian Jon Cosgrove
67%

of HVAC emergency calls happen after 5 PM when most contractors miss them—costing you thousands in lost revenue

$54,000

average annual revenue lost from just 10 missed after-hours calls per month (and that's a conservative estimate)

3x

higher conversion rate when HVAC leads get instant AI-powered response vs. waiting for manual callback

Let's Calculate Your Hidden Revenue Opportunities

Answer 6 quick questions to discover how much revenue you're leaving on the table—and which AI solutions can capture it.

Why this matters: Most HVAC contractors are losing $3,000-$8,000 monthly from missed calls, forgotten past customers, and leads that slip through the cracks. This calculator shows you exactly where your gaps are and what they're costing you.

We'll use this to provide location-specific insights

💸 Revenue Loss Calculator #1: Missed Calls

Every unanswered call is a customer choosing your competitor. Let's calculate what this is really costing you.

YES, we miss calls
NO, we answer everything
Include after-hours, busy times, weekends. Industry average: 15-25/week
$
Emergency repairs: $350-600, System replacements: $5,000-12,000
%
HVAC industry standard: 35-50%

🔄 Revenue Loss Calculator #2: Past Customer Database

Your past customers already trust you—they just need a reminder. Let's see what this goldmine is worth.

YES, we have a database
NO, we don't track them
Count anyone you've serviced in the last 2-3 years
$
Seasonal tune-ups typically: $89-$149. With repairs: $200-$400
%
Industry benchmark with automated reminders: 25-40%

⭐ Revenue Loss Calculator #3: Review Gap

Customers scroll past 3-star companies to book 4.5+ star competitors. Let's quantify what your review gap costs.

YES, we need more reviews
NO, we're well-reviewed
Check your Google Business Profile
Include all channels: calls, web, referrals
$
Mix of service calls ($300-500) and installs ($5K-12K)

🎯 Revenue Loss Calculator #4: Low-Quality Leads

Not all leads are created equal. Aggregator leads cost 3x more and convert 40% worse than quality sources.

YES, we buy leads
NO, we don't use those
HomeAdvisor, Angi, Thumbtack, etc.
$
Most HVAC contractors pay $35-$75 per lead
%
Aggregator leads typically convert 20-30% (vs 60-70% for quality sources)

Get Your Complete Revenue Recovery Report

Enter your email to receive your personalized assessment with specific implementation recommendations.

What you'll receive: A detailed breakdown of your hidden revenue opportunities, priority ranking of which solutions to implement first, and ROI projections for each automation system.

We'll send your full report here (no spam, we promise)

Your Revenue Recovery Opportunities

Based on your responses, here's how much revenue you could recover:

Total Annual Revenue Opportunity
$0
Across all four automation systems

🎯 Recommended Next Steps

1️⃣

Review the detailed breakdown sent to your email

2️⃣

Click through to solutions that address your biggest gaps

3️⃣

Book a 20-minute strategy call to discuss implementation

24/7 AI Voice Answering That Books Appointments While You Sleep

Never miss another emergency call—even at 2 AM on Sunday

The Brutal Truth About After-Hours Calls

67% of HVAC emergency calls happen outside business hours. When you don't answer, homeowners call the next contractor on Google—usually within 3 minutes.

At 10 missed calls per week × $450 average job × 40% conversion rate = $7,800 monthly revenue walking to competitors. That's $93,600 annually just from after-hours gaps.

How AI Voice Answering Works

📞

Instant Pickup

AI answers in 2 rings, 24/7/365. No hold music, no voicemail, no "we'll call you back tomorrow."

🎯

Smart Qualification

Asks about system type, symptoms, square footage, urgency level. Distinguishes "AC stopped working" from "slight noise."

💰

Transparent Pricing

Quotes your diagnostic fee, overtime rates, and service call structure. Sets expectations before booking.

📅

Calendar Booking

Checks real-time availability in ServiceTitan, Housecall Pro, or Jobber. Books appointments instantly.

📱

SMS Confirmation

Sends instant text with appointment time, tech name, and arrival window. Reduces no-shows by 60%.

🚨

Emergency Escalation

For genuine emergencies (gas leaks, total system failures), AI texts your on-call tech immediately with full details.

Try Live Demo

Answer a few quick questions about your HVAC company and switch into a role-play scenario with a voice AI agent that'll act like a live answering service for your business. Have a very specific call scenario in mind to test the AI's capabilities in the roleplay. This demo is still in beta and has some glitches. The real Voice AI we build for HVAC companies is fully customized to your services, service areas, and call flow - it is much more polished.

📞 412-743-9315
Live Voice AI Roleplay Demo • Available 24/7

Note: This demo is for demonstration purposes only and does not reflect the performance of a fully customized production Voice AI. Your actual AI agent will be custom-trained on your specific services, pricing, service areas, hours of operation, and preferred voice tone to authentically represent your business.

Watch Voice AI in Action: Live HVAC Call Walkthrough

See exactly how the AI handles qualification, pricing, scheduling, and follow-up in a real emergency scenario

Real Conversation: Saturday Night Emergency

9:15 PM - Incoming Call

AI
AI Receptionist

Thanks for calling Smith HVAC! Are you calling about an emergency repair or something that can wait until Monday?

JM
Customer

My AC just stopped blowing cold air completely. It's 82 degrees in here and my kids can't sleep.

AI
AI Receptionist

I understand, that's definitely uncomfortable. Is the system running at all—like is the fan blowing warm air—or is it completely dead?

JM
Customer

The fan is blowing but it's just warm air. No cold at all.

AI
AI Receptionist

Okay, that's helpful. We can get someone out there tonight. Our emergency service is $129 diagnostic fee, and if we find the issue and you approve the repair, that gets applied to the total. Labor for tonight is time-and-a-half since it's after hours. Does that work for you?

JM
Customer

Yes, I just need it fixed. How soon can you get here?

AI
AI Receptionist

Let me check... I have Mike available within the next 2 hours. Can I get your address to confirm you're in our service area?

JM
Customer

412 Oakwood Drive, Ross Township.

AI
AI Receptionist

Perfect, that's in our coverage zone. Mike will be there between 10:45 and 11:15 PM. I'll need your name and phone number for the appointment, and I'll send you a text confirmation right now.

JM
Customer

Jennifer Martinez, 412-555-9847.

AI
AI Receptionist

All set, Jennifer. You'll get a text confirmation in about 30 seconds, and Mike will call you when he's 15 minutes away. He'll have parts on the truck for the most common AC issues, so there's a good chance he can fix it tonight. Anything else I can help with?

JM
Customer

No, that's perfect. Thank you!

Result: Emergency call answered at 9:15 PM on Saturday. AI qualified urgency, quoted pricing, checked tech availability, booked appointment, collected customer info, and sent confirmation—all in 3 minutes. Customer never knew it wasn't human. Technician arrived, fixed capacitor issue, $680 total ticket.

Voice AI ROI Math: Three Real Scenarios

Conservative Scenario (Small Contractor)

Currently missing: 10 calls/week (mostly after-hours)
Average job value: $450
Conversion rate: 35%
Monthly missed revenue: 10 × 4 × $450 × 0.35 = $6,300
AI recovery rate: 75% (some still won't book)
New monthly revenue: $6,300 × 0.75 = $4,725

Annual revenue recovered: $56,700 | Cost: $297-$397/month

Typical Scenario (Established Company)

Currently missing: 20 calls/week
Average job value: $525 (mix of repairs + installs)
Conversion rate: 40%
Monthly missed revenue: 20 × 4 × $525 × 0.40 = $16,800
AI recovery rate: 80%
New monthly revenue: $16,800 × 0.80 = $13,440

Annual revenue recovered: $161,280 | Cost: $397-$597/month

High-Volume Scenario (Multi-Truck Operation)

Currently missing: 35 calls/week
Average job value: $600
Conversion rate: 45%
Monthly missed revenue: 35 × 4 × $600 × 0.45 = $37,800
AI recovery rate: 85%
New monthly revenue: $37,800 × 0.85 = $32,130

Annual revenue recovered: $385,560 | Cost: $597-$997/month

85-90%

Booking rate with AI vs. 35-40% when calls go to voicemail

2 min

Average call length—faster than human receptionists

24/7

Coverage including holidays, weekends, snowstorms

AI Chatbots for HVAC Contractors That Respond in 60 Seconds

Capture website visitors and text inquiries before they click to your competitors

Your Website Visitors Are Ready to Buy—If You Engage Them Now

The average HVAC website gets 500-1,200 visitors monthly. Without AI chat, 98% leave without booking. With instant AI engagement, 6-8% convert—that's 30-96 qualified leads monthly from traffic you already have.

The advantage: AI chat widgets respond in 60 seconds while your competitors' contact forms sit unread for 6-24 hours. Speed wins.

How AI Chat Converts Visitors Into Booked Appointments

Instant Engagement

Chat widget appears 8 seconds after landing. "Need emergency repair or planning an upgrade?" gets 6x more engagement than generic "How can we help?"

🎯

Smart Qualification

AI asks about system age, square footage, symptoms, urgency. Routes emergency repairs differently than system replacement inquiries.

📅

Direct Booking

Syncs with your calendar in real-time. Books appointments while visitor is engaged, sends instant SMS confirmation.

💬

Handles Common Questions

Answers pricing, service area, availability questions instantly. Provides ballpark estimates for system replacements based on home size.

📊

Lead Intelligence

Captures contact info, budget signals, timeline, decision-maker status. Your sales team gets complete context before calling back.

🔄

Automated Follow-Up

If visitor doesn't book, triggers email/SMS nurture sequence. Retargeting ads follow them across Facebook, Google, Instagram for 30 days.

Real Conversation: System Replacement Inquiry

Chat with SmithHVAC

🤖

Hi! Looking for emergency repair or planning a system upgrade?

AC is 15 years old and barely keeping up. Want to replace before summer.

🤖

Smart planning! What's your home's square footage?

About 2,200 sq ft, two story.

🤖

For your home, you're looking at $8,500-$12,500 for high-efficiency equipment. I have afternoon slots Thursday and Friday—which works better?

Result: In 3 minutes, AI qualified a $10K+ lead, provided pricing expectations, and moved to booking. Zero human involvement until the consultation appointment.

Works With Your Existing Systems

📅 Calendar Sync

ServiceTitan, Housecall Pro, Jobber, or Google Calendar. Real-time availability, no double-bookings.

💬 SMS/Email Triggers

Instant confirmations, reminders, follow-ups based on conversation outcomes.

📊 CRM Updates

Full transcripts logged as contact notes with qualification details and next actions.

6-8%

Website conversion rate with AI chat vs. 2% without

60 sec

Average response time vs. 4-6 hours manual

18-22

Additional monthly leads from existing traffic

Turn One-Time Repairs Into Recurring Revenue

Automate seasonal reminders and maintenance offers before customers forget you exist

💰 Your Customer Database Is an Untapped Goldmine

Most contractors have 300-800 past customers who already know them, trust them, and would absolutely use them again—if reminded at the right time. These aren't cold prospects; they're warm relationships waiting to be reactivated.

The opportunity: Contacting past customers 4x yearly with seasonal value reactivates 35-50% annually at $400-600 average tickets. That's $70K-$150K sitting in your database.

The Automated 90-Day Reactivation Sequence

1

Day 1: Post-Service Thank You

2 hours after completion: "Thanks for choosing us! How did everything go? We'd love your feedback: [review link]"

2

Day 7: Educational Content

"5 Warning Signs Your AC Needs Attention" - positions you as advisor, includes maintenance plan offer at bottom.

3

Day 30: Filter Reminder

"Time to check your air filter! Need delivery service? Reply YES." Simple, helpful, opens conversation.

4

Day 60: Pre-Season Tune-Up

"Beat the rush: Pre-season tune-up $89 (reg. $129). Optimizes efficiency and catches problems early."

5

Day 90: Maintenance Plan Offer

"Annual plan ($199): spring & fall tune-ups, priority service, 15% off repairs. Most save $300+/year."

Seasonal Campaign Calendar

🌸 Spring (March-April)

Target: Past AC repair customers

Message: "Last year your AC needed [repair]. Let's prep it for summer—tune-up special $89"

Conversion: 28-35%

🍂 Fall (September-October)

Target: Past furnace customers

Message: "Remember January's breakdown? Prevent it: Fall tune-up $79"

Conversion: 32-38% (highest)

☀️ Summer (July-August)

Target: Systems 8+ years old

Message: "AC working overtime in this heat. Priority service + 0% financing available"

Value: $7,400 avg ticket

20-25%

Reactivation response rate (vs. 2-3% cold outreach)

$1,800

Average lifetime value per maintenance customer

$42K

Annual revenue from one 500-customer campaign

Build a 5-Star Reputation on Autopilot

Turn every satisfied customer into a Google review—automatically

The Uncomfortable Truth About Online Reviews

92% of homeowners read reviews before choosing an HVAC contractor. When comparing two companies—one with 28 reviews (4.3 stars) and one with 147 reviews (4.7 stars)—87% choose the higher-reviewed option even if they cost 15% more.

The math: At 40 monthly leads × 35% conversion × $600 avg job value, improving from 4.3 to 4.7 stars increases conversion to 52%. That's $3,060/month in additional revenue just from reputation improvement.

How Automated Review Generation Works

⏱️

Perfect Timing

Request sent 2 hours after job completion when satisfaction is highest. 67% response rate vs. 12% when asked days later.

📊

Smart Filtering

AI asks "How satisfied were you?" (1-10 scale). Scores 9-10 get routed to Google. Scores 1-7 get routed to private feedback.

💬

Text-Based Requests

SMS with one-click Google review link gets 8x higher response than email. Mobile-optimized for easy completion.

🔁

Automatic Follow-Up

If no response in 3 days, gentle reminder: "We'd love your feedback on yesterday's service." 23% convert on second ask.

🛡️

Crisis Prevention

Unhappy customers (scores 1-7) get immediate alert to office manager for recovery call before they post public complaints.

📈

Response Management

AI drafts responses to all reviews (positive and negative) for your approval. Maintains engagement without manual effort.

Real Example: Review Request Sequence

2 Hours After Service

"Hi Sarah! Thanks for choosing Smith HVAC today. On a scale of 1-10, how satisfied were you with Mike's service?"

Customer Response

"10! He was professional, explained everything, and fixed it fast."

Immediate Follow-Up (Score 9-10)

"That's wonderful! Would you mind sharing that on Google? It helps other homeowners find us: [one-click link]"

Leave Google Review →

Result: Customer left 5-star review 8 minutes after receiving link. Total time from service completion to published review: 2 hours, 14 minutes. Zero manual effort from contractor.

❌ Company A: 28 Reviews, 4.3★

Search ranking: Page 2-3

Lead conversion: 35%

Review growth: 2-3/month (manual asks)

Price sensitivity: High (must compete on price)

✅ Company B: 147 Reviews, 4.7★

Search ranking: Top 3 local pack

Lead conversion: 52%

Review growth: 12-18/month (automated)

Price premium: Charges 10-15% more

4.5★+

Minimum rating needed to appear in top 3 Google local results

40-60%

Review request response rate with automated system

12-18

New Google reviews per month per truck

Premium Lead Generation: Stop Competing on Price

Attract high-intent leads who value expertise over discounts

The Problem with Lead Aggregators

HomeAdvisor, Angi, and Thumbtack sell the same lead to 3-5 contractors. You're bidding against competitors who only care about price. Customers are shopping, not buying.

The alternative: Content-driven leads from SEO, service-specific landing pages, and educational resources. These customers are researching solutions, not just collecting quotes. They convert 60-70% vs. 20-30% for aggregator leads.

Premium Lead Generation Strategies

📝

Educational Content

Blog posts, guides, videos answering "How much does AC replacement cost?" or "Signs you need a new furnace" rank on Google and establish expertise.

🎯

Service-Specific Landing Pages

Separate pages for "Emergency AC Repair Pittsburgh" vs. "Heat Pump Installation Squirrel Hill" capture high-intent searches with 8-12% conversion rates.

📊

Lead Magnets

Free PDF checklist "10 Questions to Ask Before Replacing Your HVAC System" captures emails for nurture campaigns. 35% convert to booked consultations.

🔍

Local SEO Optimization

Keyword targeting for "[service] + [neighborhood]" combinations. Ranks you above aggregators for "AC repair near me" searches.

🎥

Video Content

Short 2-3 minute YouTube videos showing common repairs or explaining system types. Builds trust before the sales call.

🔄

Retargeting Campaigns

Facebook/Instagram ads follow website visitors for 30 days with seasonal offers or financing promotions. 18-25% conversion rate.

❌ Aggregator Lead Strategy

Cost per lead: $45-75

Conversion rate: 20-30%

Avg job value: $420 (price shopping)

Monthly spend: $675 (15 leads)

Revenue: 15 × 25% × $420 = $1,575

✅ Content-Driven Strategy

Cost per lead: $18-35 (long-term)

Conversion rate: 60-70%

Avg job value: $680 (value buyers)

Monthly spend: $525 (15 leads)

Revenue: 15 × 65% × $680 = $6,630

2-3x

Higher conversion rate for SEO leads vs. aggregator leads

$320

Lower average acquisition cost over 12 months

45%

Higher average job value (value-focused customers)

The HVAC Marketing Automation Tech Stack

Tools, platforms, and integrations that power these systems

Recommended Tools by Category

All-in-One Platform

GoHighLevel

Best For
HVAC contractors who want everything in one system: CRM, AI chat, SMS/email automation, calendar booking, review management, and reporting
Key Features
Two-way SMS, automated workflows, reputation management, website builder, missed call text-back, pipeline management
Pricing
$97-297/month depending on features and contact count
Why We Recommend It
Single dashboard for entire marketing automation stack. No switching between 5+ tools. Built specifically for service businesses.
Voice AI

Vapi

What It Does
24/7 AI phone answering with natural conversation, call qualification, appointment booking, and CRM integration
Pricing
$0.05-0.12/minute depending on voice model and features
Voice AI Alternative

Bland AI

What It Does
Similar to Vapi with focus on outbound calling capabilities for appointment reminders and follow-ups
Pricing
$0.09/minute average
Field Service Software

ServiceTitan

What It Does
Complete business management: dispatching, invoicing, customer management, marketing, reporting for mid-to-large HVAC companies
Pricing
Custom pricing, typically $300-800+/month depending on company size
Field Service Software

Housecall Pro

What It Does
Scheduling, dispatching, invoicing, and payment processing designed for small-to-mid-sized contractors
Pricing
$49-169/month depending on user count and features
Workflow Automation

Make (formerly Integromat)

What It Does
Connects different apps and automates workflows (e.g., when AI books appointment, add to calendar + send SMS + update CRM)
Pricing
Free tier available, paid plans $9-29/month for most contractors

Common Questions & Concerns

Voice AI: 5-7 days from discovery call to live answering. Includes call flow mapping, voice customization, testing, and calendar integration.

AI Chat Widget: 3-5 days. Website integration, conversation training, booking setup, and CRM connection.

Customer Reactivation: 7-10 days. Database import, segmentation, campaign creation, and first send.

Review Management: 2-3 days. Google Business Profile connection, text template setup, and workflow activation.

Premium Lead Generation: 30-60 days for full SEO strategy (content creation, landing pages, local optimization).

AI makes fewer mistakes than human receptionists because it follows exact scripts and never forgets to ask qualifying questions. When it's uncertain, it's trained to escalate: "Let me have our service manager call you within 15 minutes to discuss that."

In 6 months of testing with HVAC contractors, AI has 94% customer satisfaction vs. 87% for human answering services. The consistency and 24/7 availability outweigh occasional awkward phrasing.

Key safeguard: AI records every call and logs every chat. You can review interactions and refine responses based on real customer conversations.

Modern Voice AI sounds remarkably human—most customers don't realize they're not speaking with a person. More importantly, customers care about outcomes, not technology:

What customers hate: Being sent to voicemail at 9 PM when their AC is broken. Waiting 6-12 hours for a callback. Repeating their story to 3 different people.

What customers love: Instant answers. Immediate booking. Clear pricing. Fast service.

In post-call surveys, 91% of customers who interacted with Voice AI rated the experience as "good" or "excellent"—they got what they needed without friction.

AI doesn't replace good staff—it handles overflow and after-hours. Here's the ideal setup:

Business hours (8 AM - 5 PM): Human receptionist handles calls. AI covers when they're on another line, in the bathroom, or at lunch.

After-hours (5 PM - 8 AM) + weekends: AI handles everything.

Result: Your receptionist focuses on complex customer service, office coordination, and problem-solving instead of answering "Are you available Thursday?" 40 times a day. Job satisfaction usually goes UP because they're doing more meaningful work.

Think about it this way: If you're missing just 8 calls per week (industry average for contractors without after-hours coverage), that's:

8 calls × 4 weeks × $450 avg job × 35% conversion = $5,040/month in lost revenue

Voice AI costs $297-397/month. Even if it only recovers 60% of those missed opportunities, that's $3,024 in new revenue for a $297 investment—a 10x ROI.

Start small strategy: Begin with Voice AI (biggest immediate impact). Add review automation next ($0-49/month additional). Scale into customer reactivation and premium leads once the first two systems are paying for themselves.

Most contractors drastically underestimate missed calls. Here's how to find out:

Check your phone system logs: Count incoming calls vs. answered calls. The difference is your miss rate.

Google "missed call" in your email: If you have voicemail-to-email, search your inbox. You'll likely find dozens you forgot about.

Ask your answering service: If you use one, request a report of after-hours call volume. Most answer 50-70% of calls—the rest go to voicemail.

The honest test: Call your own business at 7 PM on a Tuesday. Then again Saturday at 11 AM. See what happens.

Yes—most implementations include a 30-day pilot period:

Week 1: Setup, testing, and refinement with simulated calls

Weeks 2-4: Live operation with daily monitoring and adjustments

End of month: Review performance data (calls handled, appointments booked, revenue impact)

If the system isn't delivering results, you're not locked into long-term contracts. The goal is to prove value through actual performance, not force commitment through contractual obligation.

All call recording follows state and federal laws:

One-party consent states: Recording is automatic (38 states)

Two-party consent states: AI announces "This call may be recorded for quality assurance" at the beginning (12 states including California, Florida, Pennsylvania)

Data storage: All recordings and transcripts are encrypted and stored on secure servers. Only you and authorized staff have access. Recordings are kept for 90 days then automatically deleted unless flagged for training purposes.

TCPA compliance: All SMS messages include opt-out instructions. System automatically honors opt-outs and maintains do-not-contact lists.

Ready to Recover Your Lost Revenue?

Book a 20-minute strategy call to discuss which systems make the most sense for your business

Brian Jon Cosgrove Talks HVAC & AI on GenFM
0:00 0:00
Lead Nurturer - AI Automation Services
Brian Cosgrove
LET'S TALK

I'm Brian, Your AI & Automation Implementation Consultant

Let's discuss how AI automation can help you capture more leads and increase revenue

Book Your Free Strategy Call

Let's discuss your business challenges and explore how AI automation can help you capture more leads and increase revenue.

About Me

After 20+ years working as a content writer and account manager for several agencies, I grew frustrated watching small businesses pay bloated agency retainers with no ROI and then lose whatever leads did come their way because of missed communications or poor call handling.

While working at agencies, I began recommending GoHighLevel (GHL) to clients as a CRM and marketing automation tool. At the same time, ChatGPT and other AI tools were emerging that I was showing them how to use. Soon enough, I had established a side hustle for myself, setting agency clients up with GHL and workflow automations.

In 2025, I left the agency world, bet on myself, and built Lead Nurturer - powered by GHL - to help business owners capture, qualify, and convert leads 24/7 with AI-powered automation.

When you work with me, you're not just getting a software subscription where you're left on your own to figure out what to do with a bunch of "features." You are getting me as your right hand AI & Automation guy to navigate businesses like yours through this time and help you get one up on competitors slower to embrace or adapt this emerging technology.

"GO AWAY! I'm not down with this AI Sh*t!"


I get it. One of the reasons I exited the digital marketing agency world is because I saw the writing on the wall. AI could write content quicker than I could. AI searches would soon overtake Google searches or at least fundamentally shift Google's search algorithm and SEO as I had known it. SEO itself is on the verge of being fully automated.


But then I realized that with change there was also seemingly limitless opportunity. AI doesn't have to replace you. It can be an extension of you. You can use AI to do what you do better. You can use it to help your employees do their jobs more efficiently. You can use it to level the playing field against big budget competitors. You can use it to grow your business, reduce overhead, improve responsiveness, and boost profitability by handling the repetitive tasks that drain your time and resources.


You just need someone pulling its strings to leverage it responsibly and properly. And that's where I can help you.

How I Help…

You're not buying software. You're hiring me to build and optimize a custom AI automation system for your business.

Here's what that means:

Complete Custom Buildout

  • 24/7 Voice AI phone answering trained on YOUR services
  • Smart AI chat widget for your website
  • Automated follow-up sequences customized to your customer journey
  • Reputation management and review automation
  • Customer reactivation campaigns
  • Lead scoring and qualification
  • Integration with your existing tools (CRM, scheduling, etc.)

Active Management & Optimization

  • I monitor performance and make adjustments
  • Monthly reporting on captured revenue
  • Ongoing refinements based on real data
  • Strategy sessions to prioritize improvements
  • You have direct access to me - not a support ticket system

Think of it as hiring an AI automation specialist for your team - not buying another software subscription you have to figure out yourself.

How Much Should You Invest to Stop Losing Thousands Per Year?

Let's figure out if AI automation makes sense for your business

Here's What Needs To Happen First

Before we talk about what I charge, I need to understand what your business is actually losing to missed calls, poor follow-up, weak reputation, and low-quality leads.

Because the truth is: not every business needs advanced AI automation yet.

If you're getting 5–10 calls per day and comfortably answering most of them , a VA or answering service may be a perfectly solid solution for where you are right now - and I'll be the first to say that.

Where AI automation starts to make sense is when growth creates friction. If you're at the point where:

  • Missed calls are costing you thousands per month
  • Busy seasons are way too overwhelming for you and your team
  • You're turning away work because of capacity issues
  • Competitors are winning jobs because they respond faster

...then we should talk.

That's why the first step is completing the AI & Automation Assessment. It takes 5 minutes and calculates your specific revenue opportunity.

Then we'll know if this even makes sense for you.

The Only Question That Matters

What percentage of your revenue loss is reasonable to invest to prevent it?

Let me give you an example of how this works:

Real client example - HVAC Contractor:

  • 15 inbound calls per day
  • Missing 40% of them (6 calls/day)
  • Average job value: $800
  • Close rate: 35%

Annual revenue loss from missed calls alone: $408,800

That's not including lost opportunities from poor follow-up, weak online reputation, or low-quality leads.

So I asked him: "If you could buy an insurance policy to prevent that $408,000 loss, what percentage would you be willing to spend?"

He said 5-10%.

That would be $20,000-$40,000 per year.

The good news? I helped him for significantly less than that.

Is your revenue leak a major problem or a minor problem?

If you're losing hundreds of thousands per year to missed opportunities, that's a major problem.

It wouldn't make sense to spend $2,000 per year trying to solve a $400,000 problem. That's a minor effort toward a major problem.


But it also wouldn't make sense to spend $400,000 to solve a $400,000 problem. You'd just break even.


Somewhere between 2-5% of your revenue opportunity is typically proportionate.

Using the HVAC contractor example:

  • 2% of $408,000 = $8,160/year ($680/month)
  • 5% of $408,000 = $20,400/year ($1,700/month)

His investment: $12,000 for first year (complete buildout + 12 months management). We did quarterly $3,000 payments and ROI was demonstrated by the second payment.

That's 2.9% of his annual opportunity.

Important: This Might Not Be For You

I work with a limited number of clients each quarter so I can give each business the personal attention needed to get real results.

That means I'm selective about who I take on.

You're probably NOT a good fit if:

  • You're getting fewer than 12 calls per week
  • Your average job value is under $200
  • You're not ready to invest at least $600/month
  • You're just "kicking the tires" on AI
  • You expect instant results in 2 weeks

You're probably a GREAT fit if:

  • You're losing real money to operational inefficiencies
  • You're ready to invest proportionately to solve the problem
  • You're willing to give the system 60-90 days to optimize
  • You want a partner who understands your business, not just software

How This Actually Works

Step 1: Complete Your Assessment (5 minutes)

I calculate your specific revenue opportunity across four areas:

  • Missed calls & slow response
  • Customer reactivation potential
  • Reputation management impact
  • Premium lead generation opportunity

Step 2: Strategy Call (15 minutes)

We discuss:

  • Whether these are real problems costing you real money
  • Which areas to prioritize based on biggest impact
  • What a proportionate investment looks like for YOUR situation
  • Whether we're even a good fit to work together

Step 3: Custom Recommendation

I recommend a specific solution and investment level based on YOUR numbers - not a one-size-fits-all package.

The math either works or it doesn't.

Step 4: Implementation (2-3 weeks)

Complete custom buildout of your AI automation system:

  • Voice AI trained on your specific business
  • Chat widget customized to your services
  • Automations built for your customer journey
  • Integrations with your existing tools
  • Team training and testing

Step 5: Optimization Period (60-90 days)

I actively monitor, refine, and improve the system based on real performance data from your business.

This is where the ROI happens.

What Results Look Like

Reliable Plumbing Solutions

Problem: Missing 40% of calls during service calls

Annual revenue loss identified: $408,800

Investment: $12,000/year

Result after 90 days:

  • Capturing 85% more previously missed calls
  • Response time down from 2 hours to 2 minutes
  • Documented $34,000 in new revenue (first 90 days)
  • ROI: 283% (and climbing)

Comfort Solutions HVAC

Problem: Busy season overwhelm, leads going cold

Annual revenue loss identified: $580,000

Investment: $18,000/year

Result after 6 months:

  • 24/7 call answering during peak season
  • Reactivated 43 past customers worth $67,000
  • Google rating increased from 3.8 to 4.6 stars
  • ROI: 372%

Evergreen Landscaping

Problem: Seasonal surge leads to missed opportunities

Annual revenue loss identified: $290,000

Investment: $9,500/year

Result after 4 months:

  • Handled 400+ spring inquiries without hiring
  • Booked 87% of qualified leads automatically
  • Documented $48,000 in new revenue
  • ROI: 505%

Flexible Payment Options with Klarna

I understand that investing thousands of dollars upfront can be challenging, even when the ROI makes sense.

That's why I offer quarterly invoicing and Klarna financing for all custom packages.

How Klarna Works:

  • Split your investment into 4 interest-free payments
  • No credit check required in most cases
  • Start today with minimal upfront cost

Example: $3,000 quarterly investment = 4 payments of $750

Available for any custom package we design together

Or choose monthly management after your initial buildout if you prefer ongoing payments over annual commitments.

So Here's The Real Question

Is your revenue leak costing you more than the investment to fix it?

If you're losing $300,000-$500,000 per year and I can help you capture even 20% of that for a $12,000 investment...

...that's $60,000-$100,000 in new revenue for a $12,000 investment.

The math either works or it doesn't.

Let's be conservative:

  • Your assessment shows $400,000 annual opportunity
  • We capture just 15% of it (very conservative)
  • That's $60,000 in new revenue
  • Investment: $12,000
  • Net profit: $48,000 in year one

Even if we only captured HALF of that conservative estimate, you'd still profit $18,000 in the first year.

Ready To See Your Numbers?

Complete the 5-minute assessment and I'll calculate your specific revenue opportunity

Start Your Assessment

Or schedule a call if you want to discuss your situation first

📞 724-624-2417

Common Questions

Why don't you show package pricing like everyone else?

Because every business is different. A plumber losing $400k/year needs a different solution than a landscaper losing $150k/year. I'd rather understand your specific situation first, then recommend what makes sense for YOU - not force you to pick from a menu of pre-built packages.

What if my business is smaller? Can I still work with you?

Possibly. If you're losing less than $100k/year, the proportionate investment might be $3,000-$5,000 annually. We can discuss whether that works for both of us.

How quickly will I see results?

Most clients see measurable improvements within 60-90 days - more booked appointments, better lead qualification, higher response rates. But the system continues improving over time as I optimize based on real data from your business. This is a marathon, not a sprint.

Can I start small and add more later?

Yes. Some clients start with just call answering to prove ROI, then expand to reactivation campaigns and reputation management once they see results. I'll recommend what makes sense based on your priorities and budget.

What if it doesn't work?

If we can't demonstrate measurable improvement within 90 days, we part ways. No hard feelings. But in 2 years of doing this, I've never had a client where the math didn't work out in four months.

Do you work with businesses outside home services?

Currently I focus on contractors, attorneys, healthcare providers, and service-based businesses because that's where I have the deepest expertise. If you're in a different industry, complete the assessment anyway and we can discuss whether I'm the right fit.

Let's Figure Out If This Makes Sense For You

No pressure. No hard sell. Just an honest conversation about your business.

Complete Your Assessment

Or call me directly:

724-624-2417

[email protected]