This HVAC company serving both residential and commercial clients entered the engagement with a solid but plateaued sales operation. The challenge was not effort or demand. It was structure. Without a defined sale process, clear pipeline visibility, or a consistent system for converting inbound leads and service calls into closed jobs, revenue had stalled near the $1M mark.

Through fractional sales leadership, we rebuilt the foundation: installed a repeatable sales process tailored to HVAC buying cycles, defined the revenue metrics that actually drive growth, and coached the team to close with confidence on both residential replacements and commercial service agreements. $2.18M in the first six months of Year 2, with $513,566 in profit already banked.
Year 2 projection ~$4.2M in revenue!