The operating gaps

Named in operator language. One paragraph each.

1. 01

   After-hours dispatch leakage

   The Saturday-evening call goes to voicemail. Monday morning, the homeowner has already booked the competitor whose answering service picked up at 7:42 p.m. The leakage is measurable in the call log against the booking log; we calculate the conversion delta from your phone-system export.

2. 02

   Dormant customer database with no reactivation sequence

   Twelve to thirty-six months of inactive accounts sit in ServiceTitan, Housecall Pro, or Jobber with no scheduled outreach. The maintenance revenue, the early-replacement revenue, and the seasonal tune-up revenue from that book is recoverable. The recovery rate from a properly sequenced reactivation campaign is calculable from your historical conversion data.

3. 03

   Slow speed-to-lead on inbound web requests

   The lead-form fill at 2:14 p.m. and the first outbound call at 4:38 p.m. is a thirty-minute window of competitive exposure that closes the deal for whoever called first. Industry telemetry puts the inbound response decay against booking rate inside the first ten minutes; your specific decay curve runs against your CRM export.

4. 04

   Dispatch capacity blind spots

   The dispatcher routes the next call to the next available tech without visibility into job complexity, drive time, parts availability, or revenue per stop. Two of seven techs over-utilized, three under-utilized, one running a sub-optimal route. The operational capacity layer surfaces this without ripping out the dispatch system.

5. 05

   Review velocity lagging visible local competitors

   Reviews are an operational output, not a marketing tactic. The competitor with 412 Google reviews and a 4.8 rating outranks you on local pack searches because they ask every served customer at the right moment in the visit. The Follow-Up Automation layer installs the ask at the moment the tech closes the ticket.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for HVAC contractors is a fifteen-minute working session against a ServiceTitan, Housecall Pro, or Jobber export and a recent month of call-log data. The firm calculates recoverable revenue across the six systems: attraction, conversion, response speed, retention, operational capacity, and AI readiness. The retainer is sized against the figure. Each layer that lands adds operational depth and switching cost; the engagement compounds. If the figure does not justify the retainer, the firm says so on the call.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Stack recommendation for HVAC

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Speed-to-Lead

   After-hours dispatch and inbound web-request response time produce the visible booking lift inside the first thirty days.

2. Layer 1

   Revenue Recovery

   The dormant slice of the customer database is recoverable revenue without a single new lead. Layer 1 with Speed-to-Lead.

3. Layer 2

   Document Processing

   Equipment quotes, warranty registration, and post-install paperwork is where techs lose hours per week. Integration depth comes from closing this gap.

4. Layer 3

   Follow-Up Automation

   Membership renewals, seasonal tune-up sequences, and post-service review asks install on top of existing CRM workflows.

5. Layer 3

   Internal Reporting

   Production by tech, revenue by lead source, conversion by call type, dispatch utilization. One weekly view replacing the spreadsheet stitching.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.