The Business Diagnostic is the package we recommend first to most owners. It runs for three to four weeks, follows a fixed checklist and ends with a written report that ranks what is holding your company back by how much it costs you. It is advice, not execution: nothing in your accounts changes unless you decide to change it.
What the diagnostic covers
The diagnostic follows a customer's path through your business and puts a number on each step where work leaks out. We look at five areas:
- Demand: where calls, texts and quote requests come from, by source and by month, and what each source costs per booked job
- Response: how many calls are answered, how fast, and what happens to after-hours and missed calls
- Conversion: quote-to-sale rates by job type, how long quotes sit before follow-up, and who follows up
- Pricing and mix: average ticket by call type, the share of revenue from replacements, repairs and maintenance agreements, and how prices were last set
- Capacity: technician hours sold against hours paid, seasonal peaks and dead weeks, and whether the office can keep up with growth
Who it is for
The diagnostic fits owner-run HVAC companies from roughly three trucks upward that have at least a year of job history in some system, even a spreadsheet. It is especially useful when:
- growth has stalled and the explanations inside the company contradict each other
- you are about to make a big decision such as a new website, a hire or a second territory
- you have inherited the business, or recently bought it, and want an outside read of how it really runs
It is less useful for a brand-new company with no history. In that case, a 90-Day Growth Plan built around a launch is usually the better fit.
What's included, and the timeline
| Week | Work |
|---|---|
| 1 | Kick-off call, data checklist, access set up as read-only |
| 2 | Account and data review, staff interviews if agreed |
| 3 | Analysis, costing each finding, draft report |
| 4 | Report walk-through call and final written report |
The report is usually 15–25 pages. Each finding includes what we saw, where we saw it, an estimate of its annual cost, a suggested fix and how hard that fix is. A short summary page ranks the top five so you can act without reading the rest.
How findings are measured
Every finding is expressed in money or hours, so you can compare an answering problem with a pricing problem. A worked example: if 18% of 260 monthly inbound calls go unanswered, and your historical booking rate on answered calls is 55% at a $420 average ticket, the missed calls represent about 26 lost bookings a month, or roughly $10,800 in monthly revenue. That estimate is only as good as your data, so the report states the assumptions plainly and marks anything we could not verify.
Mistakes the diagnostic is designed to avoid
- Fixing the loudest problem instead of the costliest. The issue everyone complains about is often not the one losing the most money.
- Buying leads before fixing response. More calls into a phone line that misses one in five makes the leak bigger, not smaller.
- Trusting one report. Agency dashboards, your job software and your bank statement rarely agree. We reconcile them before drawing conclusions.
- Running it with no decision in mind. A diagnostic works best when you already know what decision it will inform.
Price and how to start
The diagnostic is quoted in writing as a fixed fee once we understand the size of your company and how much data exists. See pricing for how quotes are built, and the diagnostic checklist guide if you'd like to try a lighter version on your own first. When you're ready, call, text or email, or read about the other packages on the services page.
Frequently asked questions
What do I need to provide?
Read-only access to your ad accounts, Google Business Profile and website analytics, plus exports from your field-service or job software, a month of call logs or recordings if you have them, and last year's revenue by service type. We send a checklist on day one.
Will you talk to my staff?
If you agree, yes. Short phone interviews with whoever answers calls and whoever runs dispatch usually explain more than any report. We agree in writing who we speak to and what stays confidential.
Does the diagnostic tell me if my equipment choices or installs are correct?
No. That is technical work for your licensed staff, manufacturers and regulators. We look at the business: demand, conversion, pricing, capacity and cash.
What happens after the report?
You own it and can act on it however you like. If you want help, the natural next step is a 90-Day Growth Plan built on the top findings, but there is no obligation.