Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
At a Glance
- Outcome: Every quote sent has a next touch scheduled before you hang up.
- 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
- Pull all quotes sent in the last 14 days with no book.
- Install day 0 / 2 / 5 / 10 / 14 cadence from Follow-Up.
- Paste SMS templates into CRM or phone.
- Friday: unbooked lead audit — one process fix per week.
- Optional automation only after manual cadence works for 2 weeks.
Owner Checklist
- Next touch date on every Quote sent row
- 5-touch minimum on high-ticket
- Lost reason required when closed lost
- No ‘check in sometime’ without a date
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Water heater quotes: 24h follow-up; drain often books on first call. | Heat pump / replace: longer nurture + finance language; tune-ups: shorter 3-touch. |
Common Mistake
Sending a quote PDF and never following up.
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 09 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.