Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
At a Glance
- Outcome: Every qualified lead gets a booked job or a scheduled next step — not ‘we will call you back.’
- Time this week: 45–90 minutes
- Depends on: Systems before this one for clean data
- Unlocks: Later systems (paid, scoreboard) need this foundation
- Tools: Leak score · Templates · Checklists
Do This Week
- Paste one intake script into phone notes or CRM.
- Always offer two appointment times before hanging up.
- Capture: name, phone, address, issue, access notes, source.
- Practice 3 role-plays with whoever answers the phone.
- Log lost reasons when they do not book (price, timing, not owner).
Owner Checklist
- Two-time book ask on every call
- Address before dispatch promise
- Source tagged when booking
- Emergency vs estimate scripts separated
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Drain: book same-day; water heater: written estimate path if not emergency. | Tune-up calls: book + plan pitch language ready; replace leads: estimate window + decision maker. |
Common Mistake
Taking a message with no time on the calendar.
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 07 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.