Revenue Rescue · U.S. HVAC businesses

Specialized support, scaled to your business.

Choose the scope and management cadence that matches your operation. Each engagement includes defined capacity, documented findings, guidance and transparent service boundaries.

No purchased leads. No promised sales. No automated outreach without separate approval.

Compare the scope of each engagement

These standard scopes are confirmed for each new customer in a written order before any paid service begins.

Included service	Revenue Rescue Pilot$99one-time	Starter$299/month	Growth$599/month	Scale$999/month
Records processed	Up to 50 distinct customer-provided records, once	Up to 200 distinct records per billing month	Up to 750 distinct records per billing month	Up to 2,000 distinct records per billing month
Business locations	1 business location	1 business location	Up to 2 business locations	Up to 5 business locations
Pipeline segments	1 agreed estimate segment	1 active estimate/customer segment	Up to 3 active estimate/customer segments	Up to 5 active estimate/customer segments
Opportunity review cadence	One prioritized queue with exclusions explained	1 refreshed priority queue per month	2 ranked queue refreshes per month	Up to 4 ranked queue refreshes per month
Follow-up templates	1 suggested follow-up script (not sent)	2 editable scripts at setup; 1 revision per month	4 editable scripts at setup; 2 revisions per month	6 editable scripts at setup; 4 revisions per month
Performance reporting	1 written findings summary	1 monthly activity and outcome scorecard	2 progress scorecards per month	Weekly progress snapshots plus 1 consolidated monthly report
Included review time	Initial scope discussion and 30-minute results handoff	1 scheduled 30-minute review per month	1 scheduled 45-minute optimization review per month	1 scheduled 60-minute leadership review per month
Support	Email clarification of the delivered pilot findings	Email support; target reply within 2 business days	Email support; target reply within 2 business days	Priority email queue; target reply within 1 business day

Your engagement, clearly scoped

Each tier is designed as a scoped recovery service based on the customer's own pipeline, not a new-lead sales product.

Revenue Rescue Pilot

$99 one-time

Owners seeking an independent, focused view of unsold estimate opportunities before considering ongoing support.

What you receive

We review up to 50 authorized old estimates, check for do-not-contact flags, and explain any records that should not be contacted.
We return a ranked list showing which estimates to check first, why they were flagged and who on your team should handle the next step.
We prepare one editable phone or email script your office can consider using. No message is sent by LiveNestora.
We point out simple patterns in the data, such as estimates with no follow-up, and summarize possible job value separately from actual sales.
We walk you through the findings during a 30-minute handoff and show you how to track what happens next. The Pilot does not renew automatically.

Request the $99 pilot

Starter

$299 /month

Single-location HVAC teams ready for consistent opportunity oversight and monthly management guidance.

What you receive

Choose one customer group to focus on: old estimates, inactive customers, overdue maintenance or another agreed segment supported by your records.
We check up to 200 records a month and give your office a ranked list of who needs a status check, suggested next steps and who should own each task.
We provide two editable email or phone scripts at setup and one revision each month. You may choose scripts for quotes, maintenance, reviews or referrals within that allowance.
We flag common issues when the data supports them, such as old quotes with no next step, and include a reusable office follow-up checklist.
You get one easy monthly scorecard showing records reviewed, actions your team reported and any booked or collected sales you confirmed.
Once a month we review the results together for 30 minutes and identify what the office should improve next.

Request a written Starter scope

Growth

$599 /month

Growing HVAC teams balancing several revenue opportunities and management priorities.

What you receive

Choose up to three customer groups, such as unsold estimates, inactive customers, expiring maintenance plans or approved jobs that were never booked, if suitable data is available.
We review up to 750 distinct records per month across up to two locations and organize prioritized to-do lists by customer group and assigned staff member.
You receive two refreshed follow-up lists per month so the team can check old items and see which opportunities need attention next.
We provide four editable scripts at setup with two monthly revisions. These can include tune-up reminders, estimate questions, review requests or referral wording within the same script allowance.
We review patterns in lost or stalled jobs, suggest improvements and provide two easy-to-read progress scorecards each month.
A 45-minute monthly check-in helps your manager choose the next improvements and review team follow-through.

Request a written Growth scope

Scale

$999 /month

Established HVAC operators needing consistent opportunity oversight and management reporting across locations.

What you receive

Choose up to five customer groups from existing estimates, inactive customers, service renewals, scheduling gaps and other approved segments supported by your exported data.
We review up to 2,000 distinct records per month across up to five business locations and create owner-assigned lists for each agreed branch or group.
We refresh the team's prioritized lists up to four times monthly and highlight items requiring a scheduling or management decision.
You receive six ready-to-edit scripts at setup plus up to four monthly revisions, including optional follow-up, customer-care, review or referral wording within that same allowance.
Each week we prepare a short progress snapshot. Once per month managers receive a combined report showing results and differences between covered locations, where supplied data allows.
We flag recurring reasons for stalled work and prepare a simple process-improvement checklist for management.
Your team gets one 60-minute monthly leadership review, with practical staff coaching talking points and next-month priorities.

Request a written Scale scope

How service, billing and data handling work

Each record is a distinct eligible-or-excluded row in a customer-authorized CRM/estimate export. Rescoring the same record in a later refresh during the same billing month does not count as an additional record.
Monthly allowances reset each billing month and do not roll over. Extra records, locations, segments, integrations or sessions require a separately accepted written quote; no automatic overage charges.
CSV/export-based intake and planning are included. Direct CRM integrations, contact verification, campaign sending, SMS, telephony, paid AI tools and third-party usage charges are not included unless separately agreed.
LiveNestora prepares queues, templates and reporting. The customer or its authorized team executes outreach. No customer contact, automated messaging or recording begins without a separate written authorization and compliance review.
Service activation is targeted within 5 business days after the written order, secure data-transfer arrangements, usable source data and all necessary approvals are complete. A scoped pilot findings handoff is targeted within 5 business days of accepted data.
Outcomes rely on customer-reported activity and sales; we distinguish illustrative pipeline potential from contracted, completed and collected revenue. No appointment, sale or revenue result is guaranteed.
Customer CRM records remain the customer's data, are not placed in prospect-list products and are subject to the agreed access, retention, export and deletion arrangements.
All prices are in USD, before applicable taxes. The pilot is one-time. Subscriptions are month-to-month unless the signed order states otherwise; cancellation before renewal prevents the next charge. An inquiry does not authorize a payment.
These are standard advertised service scopes for new orders. The accepted written order confirms the final records, systems, data-handling terms and deliverables before service or billing begins.

Ready to discuss your existing pipeline?

Email your business name and approximate count of unsold estimates. Do not send customer lists or sensitive records in an initial email. We agree on secure transfer, scope and payment before processing.

Contact LiveNestora