Forward-deployed engineer. 30-day audit. Platform that standardizes what your top people do across every tech, every CSR, every branch. $200K guarantee or full refund.
Your best tech closes at 38% GM. Your average runs 29%. Same jobs, same zip codes. The difference is how they diagnose, price, and close — and nobody documented what the best tech does differently.
$8K–$16K per tech per yearYour best tech barely gets callbacks. Your bottom quartile drives 60% of them. The root cause isn’t training — it’s that nobody captured the execution pattern that prevents them.
$180K–$300K per yearNew techs take 6–12 months to ramp because the playbook lives in your senior people’s heads. Every branch runs its own version.
$20K–$40K per new tech in slow rampYour best CSR books 85%. Your average books 60%. Same phone, same leads — different approach. Nobody standardized what the top CSR does on the call.
15–25 pts of booking rate spread12–22% of inbound calls go unanswered during peak hours. Your best-staffed shifts handle volume. Nobody applied that staffing pattern everywhere.
$300–$800 per missed call35–50% of unsold estimates never get a follow-up. Your best branch follows up within 48 hours. The rest don’t have the same process.
$150K–$350K/year in dropped follow-upsThe 90-day engagement turns what your best people know into a system. Then the platform keeps it running — month-to-month, cancel anytime.
Our engineer embeds with your team — rides along with your top tech and your average tech, listens to your best CSR and your worst, pulls 6–12 months of FSM data — and documents every gap.
Job execution, pricing decisions, close technique.
Scoring booking attempts. Mapping CSR variance.
6–12 months of FSM data. Pattern analysis begins.
Documenting where execution diverges.
First patterns. Preliminary margin gaps quantified.
Your top performers’ knowledge becomes AI-driven standards — pricing guardrails, dispatch rules, coaching scripts, follow-up automation.
Drift detection goes live. Every tech and every CSR measured against the standard your best people set.
After 90 days, the system is built and the platform goes live. You access call analysis, pricing guardrails, drift detection, and follow-up automation month-to-month — no minimum, cancel anytime.
Everything your top performers do differently — field and back of house — captured, systematized, and running across the operation.
Every call, booking, follow-up, and membership touchpoint — standardized and measured.
Every diagnosis, quote, close, and attach — consistent across every tech and branch.
Transcribes and scores every inbound call against how your top CSR handles the same situation. Shows where each rep diverges — by call type, by objection, by booking outcome.
Reads 6–12 months of dispatch outcomes to find which tech + job type combinations drive margin and first-time fix. Skill-match rules built from your results, not guesswork.
Flags quotes that deviate from how your top performers price the same job. Inside your existing FSM workflow. No new login. Your techs keep working exactly as they do today.
Monitors GM per job, callback rate, booking rate, and follow-up every day. Flags when anyone drifts from the standard your best people set. See the full stack.
| Status Quo | Consulting | Point AI Tools | Spaid | |
|---|---|---|---|---|
| Scope | Siloed: field or phones, never both | Whatever they specialize in | Single function | Full operation: front office → dispatch → field → follow-up |
| Knowledge | Tribal, in people’s heads | In a binder, on a shelf | Generic models, not your people | Built from what your best people actually do |
| Measurement | Monthly P&L (too late) | Before/after snapshot | Usage metrics only | Weekly drift detection, real-time guardrails |
| Stickiness | Depends on key people | Leaves when project ends | Adoption fragile | Platform runs month-to-month, cancel anytime |
| Time to value | N/A | 6–12 months, maybe | Unclear | Audit in 30 days, platform live in 90 |
| Pricing | Hidden in margin loss | $150K–$500K project fees | $2K–$10K/mo per tool | $45K audit, then month-to-month platform |
The Full-Operation Audit maps every revenue leak — field and back of house — in 30 days. If we don’t identify at least $200,000 in recoverable annual revenue, we refund the audit in full. You keep every deliverable.
We’ll review a recent export from your FSM and call system, show you the biggest leaks, and scope the audit. If the numbers make sense, your engineer is on-site within 14 days.
Benchmarks, frameworks, and root-cause analysis for HVAC and field services operators. No software pitches. No vendor case studies.