The problem
Growing fast and breaking things.
Sales sells something install can't build the way it was sold. The office doesn't know what was promised. The customer calls the owner.
Most of the problems in an HVAC department show up at the handoffs: lead to advisor, advisor to install, install to the customer at the end. Get those right and a lot of the fires go out on their own.
Where jobs break
Every handoff is a chance to drop the ball.
We go through each one and decide who owns it, what gets passed along, and how you'll know it happened.
Lead comes in→Comfort advisor→Signed proposal→Office & permits→Install crew→Final walkthrough→Review & referral
What you get
- Hiring and comp plansWho to hire first, what to pay them, and commission plans that reward the right behavior.
- Install standardsA written standard so every job goes in the same way and nothing gets sold that can't be built.
- Sales-to-ops handoffWhat the install team needs from every sale, and a simple way to make sure they get it.
- The numbers to watchA short list of weekly numbers that tells you if the division is healthy.
Who it's for
- Electrical and plumbing shops adding HVACI've done exactly this, starting from zero.
- HVAC departments that plateauedRevenue's stuck and the owner's stuck in the middle of everything.
- New sales managersSomeone just got promoted and needs a playbook for running the team.
“Brian was immediately thrown into a role to pretty much single-handedly spearhead an entire new division for our company and succeeded beyond any words that I can say.”
Sound like your shop?
Tell me where your division is today and where you want it in a year. I'll tell you honestly if I can help.