Commercial judgment
Know what deserves attention
A useful opportunity assessment requires business context, an understanding of operational priorities and care with incomplete information.
INTELLIGENCE FOR THE BUSINESS YOU HAVE ALREADY BUILT
HVAC operations produce more information than busy teams have time to interpret. LiveNestora provides an organized, professionally reviewed view of existing business opportunities, with defined deliverables and practical management guidance.
Services are scoped to customer-authorized records. No guaranteed revenue or customer outreach without separate authorization.
WHY OUR APPROACH MATTERS
Commercial judgment
A useful opportunity assessment requires business context, an understanding of operational priorities and care with incomplete information.
Operational clarity
We translate findings into practical priorities that can fit your company's capacity, permissions and management approach.
Management visibility
Our scoped reporting distinguishes potential revenue from customer-reported appointments, sold work and actual collections.
WHERE WE CAN SUPPORT YOUR BUSINESS
Available focus areas depend on your selected plan, the records you can authorize and the written service order. Each assessment is tailored to the records, business context and service objectives agreed with your team.
Spend less time searching through old quotes and more time speaking to customers who may still need the work.
Included with every plan when the customer supplies usable estimate records. Pilot is limited to this opportunity type.
Bring past customer relationships back into view without buying more leads.
Starter, Growth or Scale when inactive customers are chosen as an included segment and suitable history is supplied.
Help your office review service dates and renewals on time.
Included as a selected segment in Starter, Growth or Scale if the customer provides valid dates. We do not automatically schedule or send reminders.
Reduce preventable handoff mistakes between sales and scheduling.
Available in Starter, Growth or Scale as a selected segment when the needed approval and scheduling fields are supplied.
Help staff communicate consistently without starting every message from a blank page.
Included within each plan's published template allowance. Templates can cover estimate follow-up, tune-ups, review requests or referrals when appropriate; no messages are sent for you.
See repeated issues in the reasons your team has recorded.
Pilot receives a basic findings summary; monthly plans receive insights within their regular reports. This is based on available data, not invented reasons.
Make follow-ups easier to assign and less likely to be forgotten.
Included with all plans. Pilot provides a one-time plan; ongoing plans refresh tasks at their existing queue cadence.
Know what is working and which follow-up approach may need improvement.
A one-time findings snapshot in Pilot; monthly in Starter, twice monthly in Growth, weekly snapshots and monthly leadership reporting in Scale.
Keep conversations with satisfied customers professional and consistent.
Available within the existing included script/template allowance for Starter, Growth and Scale. No incentivized or fabricated reviews.
Make the follow-up system easier to run and improve with each reporting cycle.
Included within the monthly review already scheduled for Starter, Growth and Scale; no extra meetings or on-site training are implied.
DEFINED ENGAGEMENTS
Every tier has published pricing, capacity limits, review time and deliverables. The accepted order governs the final scope, deliverables and business responsibilities.
$99one-time
A one-time commercial assessment to bring overlooked estimate opportunities into sharper focus.
Up to 50 distinct customer-provided records, once
View inclusions and limits$299/month
Ongoing insight and prioritization for one agreed customer opportunity segment.
Up to 200 distinct records per billing month
View inclusions and limits$599/month
Expanded opportunity intelligence across several customer groups, with twice-monthly priority reviews.
Up to 750 distinct records per billing month
View inclusions and limits$999/month
Multi-location commercial oversight with regular opportunity reviews and leadership visibility.
Up to 2,000 distinct records per billing month
View inclusions and limitsNot 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.
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.
We begin with your commercial objectives, approximate opportunity volume and the systems involved. We agree on a written scope and secure transfer method before requesting only the authorized information necessary for the selected service.
We check what can be used, flag missing details and explain what we cannot determine. Some services, such as maintenance renewals or unscheduled approved jobs, need dates or statuses that may not be present in your export.
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.
Yes, up to the number of active segments included in your plan. Starter covers one chosen group, Growth covers up to three and Scale up to five. The Pilot focuses on an agreed set of unsold estimates.
A record is one customer estimate or opportunity row that we review. A segment is a group such as old estimates, overdue maintenance or inactive customers. Reviewing a record more than once during the same billing month does not count it twice.
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.
Tell us about your company and the business challenge you want to address. We will confirm fit and scope before asking for any customer records.
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