7 FigureService Add-OnWalk into every HVAC shop with a packet built just for them
Paste a contractor's website. Minutes later you have a researched company profile and a complete executive sales packet — rendered in their logo, their colors, their numbers. No two packets look alike, because no two prospects do.
- Minutes
- Research to packet
- 10 assets
- In every campaign
- 1 rep
- Per claimed company
From cold URL to booked demo
The research tool does the prep work you used to do by hand — company lookups, LinkedIn digging, guessing at fleet size — and hands you something an owner will actually read.
Drop in a website
Paste a contractor's URL. The research agent crawls their real site — no guessing, no hallucinated cities or owners.
Agent builds the profile
Fleet size, locations, leadership, service mix and market notes come back pre-filled, sourced from their own pages.
Packet is branded to them
We pull their logo and dominant brand colors off their site and rebuild the entire packet in their identity.
Walk in and book
Print or email the packet, scan the QR straight into your Calendly, and log the stage in the pipeline.
Their logo. Their colors. Their numbers.
Before a single page is generated, the platform pulls the prospect's logo from their website and samples the dominant hex colors out of it. Every headline rule, chart, accent bar and cover page in the packet is then rendered in that palette, with their logo on the front.
The effect on an owner is simple: it doesn't look like a template someone mail-merged. It looks like a consulting firm spent a week on their company — which is exactly the conversation you want to be having.
- Logo detected and placed on the cover and every page header
- Primary and accent colors sampled straight from their brand
- Charts and revenue visuals recolored to match
- Company name, city and leadership used throughout the copy
- Print-ready PDF download, no blank trailing pages
- Calendly QR code on the closing CTA for instant booking
What's inside every packet
One click generates the full campaign for that contractor — not just a report.
Executive Growth Assessment
A confidential 5-page consulting document that quantifies the profit hiding in their existing call volume.
CEO letter + follow-ups
Owner-level cover letter, follow-up email and text, written to their company by name.
Presentation deck
A slide-by-slide walkthrough you can present on a laptop in their conference room.
Visit & receptionist scripts
Exactly what to say at the counter, plus an objection guide for the owner conversation.
Live revenue model
Interactive trucks, close rate and pricing model — adjust it in front of them and watch the number move.
Route planner
Group claimed prospects geographically so a day in the field hits five doors, not one.
No stepped-on leads
Every company you research is claimed in a shared registry the moment you enter it. If another rep tries the same contractor, they're told it's already being worked. Lead age and pipeline stage are tracked from first touch to Partner Signed, so nothing quietly rots in someone's notebook.
- Every company can only be claimed once, globally
- Lead age and stage tracked from first claim to signed
- No two reps can work the same contractor
- Nothing goes stale without showing up on the registry