Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
At a Glance
- Outcome: Every Monday you know response time, quote-to-book, reviews, and cost per booked by source.
- Time this week: 45–90 minutes
- Depends on: Systems before this one for clean data
- Unlocks: Continuous improvement loop
- Tools: Leak score · Templates · Checklists
Do This Week
- Run the Leak score once for priorities.
- Log last week’s four KPIs (see Lead-to-Close hub).
- Compute cost per booked job by source (ads + booked count).
- Pick one fix for the week (speed, follow-up, reviews, or creative).
- Re-check Friday — did the number move?
Owner Checklist
- Monday 15-min huddle happened
- Four KPIs written down
- One improvement experiment live
- Capacity vs spend balanced
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Emergency weeks: watch response time KPI harder than CPL. | Seasonal budgets: scoreboard prevents panic spend in peak without capacity. |
Common Mistake
Looking at ‘how many calls’ without booked jobs and profit.
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
Re-run the leak score monthly and tighten one KPI per week.
Stuck after 30 days with real volume? Founding free Full Acquisition Machine — first 3 HVAC/plumbing shops that pass screening.