LiveNestoraOpportunity assessment
Make every follow-up decision more intentional.
Bring structure and commercial perspective to unresolved estimates and other eligible opportunities already within your business.
HVAC REVENUE INTELLIGENCE
The next opportunity
may already be yours.
Make it count.
Every HVAC business has competing priorities. LiveNestora brings commercial clarity to the opportunities already in your business—helping leadership identify where focused attention may have the greatest value.
Defined one-time pilotUp to 50 estimatesNo automatic renewal
THE COMMERCIAL PICTURE
Know where to focus.
OpportunityJudgmentAction
01
Open revenue potential
FocusIdentify where management attention matters.
02
Customer relationships
ReviewBring overlooked value into view.
—
Responsible decisions
ProtectRespect customer contact preferences.
Clarity for your next decision
Commercial context · Priorities · Accountability
Conceptual illustration, not actual results or a guaranteed software dashboard. Deliverables depend on the selected plan. Your team controls customer outreach.
Built around your existing businessContext-led opportunity reviewDecision-ready guidance
01 / THE LIVENESTORA ADVANTAGE
Better decisions start
with a clearer picture.
The challenge is not merely finding an old estimate. It is understanding its business relevance, competing priorities, operational context and whether further action is appropriate. That is the judgment our scoped service is designed to support.
- 01
Commercial context
A meaningful assessment considers business priorities and the realities of your operation—not just a row in a database.
- 02
Opportunity intelligence
Structured review helps distinguish possibilities worth management attention from incomplete or unsuitable records.
- 03
Operational alignment
Recommendations are framed so owners and office teams can act within their capacity, permissions and responsibilities.
- 04
Performance visibility
Clear findings and follow-through reporting help separate potential value from confirmed business outcomes.
WHAT MAKES OUR WORK VALUABLE
More than a list.
A more informed decision.
A growing HVAC business needs more than reminders to call people back. LiveNestora provides a structured outside perspective on existing opportunities, backed by documented findings, practical recommendations and management review within your chosen service level.
We support your team's decisions; we do not replace it or initiate customer outreach without separate authorization.
Customer value
See beyond the next incoming lead.
Give established customer relationships and relevant service cycles the management attention they deserve.
Management priorities
Direct your team's effort with confidence.
Receive focused recommendations that help leadership distinguish what deserves a closer look from what should wait.
Performance accountability
Measure what matters to the business.
Understand the difference between potential revenue, action taken and customer-confirmed results through scoped reporting.
02 / ENGAGEMENT OPTIONS
The right level of intelligence for your operation.
Start with a focused commercial assessment. Ongoing services expand the scope of opportunity review, management visibility and practical guidance.
Revenue Rescue Pilot
$99one-time
A one-time commercial assessment to bring overlooked estimate opportunities into sharper focus.
- Structured review of up to 50 authorized estimates
- Receive documented opportunity priorities
- One suggested follow-up communication
- Written findings and 30-minute management handoff
Starter
$299/month
Ongoing insight and prioritization for one agreed customer opportunity segment.
- Review up to 200 customer records each month
- Choose one focus: old quotes, inactive customers or services due
- Monthly documented opportunity priorities
- Two editable communications and a monthly performance scorecard
Growth
$599/month
Expanded opportunity intelligence across several customer groups, with twice-monthly priority reviews.
- Review up to 750 records across 3 customer groups
- Assess selected estimate, retention and service-cycle opportunities
- Twice-monthly opportunity priority updates
- Four editable communications and progress reporting
Scale
$999/month
Multi-location commercial oversight with regular opportunity reviews and leadership visibility.
- Review up to 2,000 records across 5 customer groups
- Coordinate up to 5 locations
- Up to four monthly opportunity priority reviews
- Consolidated leadership reporting and branch-level insight
No outreach is sent without separate written authorization. CRM access, billing and any add-ons are agreed in a written order. Direct integrations and third-party communication charges are not included by default.
Compare service levels and inclusionsExplore our revenue intelligence services
Questions? support@livenestora.com
03 / EVALUATE THE BUSINESS CASE
Put a potential opportunity in financial perspective.
Use your own assumptions to explore the economics of an opportunity before deciding whether a scoped assessment fits.
This illustrative model is for planning, not a forecast or a substitute for LiveNestora's assessment.
- Estimate value
- The value of quoted work. A quote is not a sale.
- Sales value
- The value of work the customer agrees to buy.
- Cash collected
- The money your business has received.
Revenue recovery ROI calculator
Use one period for all inputs. The example uses one pilot batch. These assumptions are examples, not measured results or a forecast.
A preset changes the fee only. Enter the records and costs for the same period.
Illustrative net contribution after listed costs
$4,164
- Eligible records
- 30.0
- Modeled sales
- 1.50
- Sales value
- $12,750
- Gross profit
- $4,463
- Listed costs
- $299
- ROI
- 1392.5%
- Break-even whole jobs
- 1
See the formulas and limits
Sales = records × eligible share × sales rate. Sales value = sales × average sale value. Gross profit = sales value × gross margin. Net contribution = gross profit − service fee − staff and outreach costs. ROI = net contribution ÷ listed costs × 100. Break-even jobs = listed costs ÷ gross profit per job, rounded up.
Fractional sales are model averages. Actual sales are whole jobs. Sales value is not cash collected. Taxes, refunds, overhead, and unlisted costs are excluded. A plan record cap still applies.
WHAT TO EXPECT
Clarity without overpromising.
Do you provide brand-new customer leads?
Not in these subscriptions. Revenue Rescue works with your own existing estimates and customer records. Any separate prospect-data product has its own terms and is not mixed with your private CRM data.
Do you contact my customers for me?
Not under the standard plans. We provide the assessment, agreed deliverables and guidance while your team controls customer outreach. Any outreach managed by LiveNestora would require a separate signed agreement, proper permissions and applicable compliance checks.
Will you guarantee new jobs?
No. We help identify and organize possible opportunities. Customers still decide whether to book, and your team remains responsible for follow-up and fulfillment. We report possible work separately from booked or collected revenue.
Can I cancel?
The Pilot is a one-time purchase and does not become a subscription automatically. Ongoing subscriptions are month to month unless a signed order says otherwise; contact us before renewal to cancel under the payment policy.
FREE FIELD GUIDE · ISSUE 01
Before buying more HVAC leads, audit these five things.
A practical 15-minute exercise for owners and GMs to review lead response, estimate follow-up and real pipeline outcomes—without inflated revenue claims.
Your next strategic advantage may be hiding in plain sight.
Start with a defined, $99 one-time Revenue Rescue assessment. Review the findings with us before deciding whether ongoing support is right for your business.
Explore the $99 pilot