Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
At a Glance
- Outcome: Every call, form, LSA lead, and walk-in has a source, timestamp, and next stage in one place.
- Time this week: 45–90 minutes
- Depends on: Willingness to log honestly
- Unlocks: Later systems (paid, scoreboard) need this foundation
- Tools: Leak score · Templates · Checklists
Do This Week
- List every place a lead can enter (phone, LSA, website form, GBP message, Meta, door hang).
- Pick one tracking line or call-tracking number for paid channels (or separate lines for LSA vs GBP if volume allows).
- Create a CRM sheet or Jobber/ServiceTitan stages: New → Contacted → Quoted → Booked → Won/Lost.
- Add columns: source, received_at, first_contact_at, booked_yn, job_value.
- Log every lead for 7 days — no exceptions. System 12 needs this data.
Owner Checklist
- Source field required on every new lead
- First contact time logged (minutes from received)
- Booked = calendar date + address + source tag
- UTMs or unique numbers on paid campaigns
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Tag drain emergency vs water heater estimate vs remodel — same for CPL honesty. | Tag emergency no-cool/no-heat separately from tune-up leads — close rates differ. |
Common Mistake
Scaling LSA before you can report cost per booked job by source.
How This Fits the Machine
This system is one brick in the Full Acquisition Machine. DIY owners run it manually; I build it on my platforms (tracking, Encharge sequences, Typebot/flows where relevant) with weekly optimization for founding clients.
Next Step
Open System 02 when this week’s checklist is done.
Stuck after 30 days with real volume? Founding free Full Acquisition Machine — first 3 HVAC/plumbing shops that pass screening.