Approval gate
Every outbound message is staged as a draft. Nothing sends until you approve it, so you stay in control of every customer touch.
For HVAC companies
Follow-up and CRM systems for HVAC companies in Oklahoma
Every estimate follow-up drafted in your voice, every Monday briefing staged and every customer conversation logged. You approve everything before it goes out.
Where HVAC companies leak revenue
Most of it is follow-up, not selling
Estimates that go quiet
A replacement or repair estimate goes out, the homeowner says they will think about it, and nobody follows up before another company does.
Maintenance customers who drift
People who should be on a tune-up schedule stop hearing from you until something breaks, and then they call whoever answers first.
Peak-season pile-ups
In the hottest and coldest weeks the inbox and the phone fill up, and follow-ups, review requests and callbacks are the first things to get dropped.
The VIQ Operator
What your company gets
Monday morning briefing
Which estimates are aging, which customers are due for a check-in and what needs attention, ready before your week starts.
Follow-ups in your voice
Estimate follow-ups, no-response recovery and maintenance reminders drafted the way you write, waiting for your review.
Engagement memory
Every customer and prospect interaction is logged in durable files, so what your company knows survives staff turnover.
Friday snapshot
The week's numbers, one win, one flag and next week's focus.
Monthly report and review call
A performance report against real numbers and a review call, so you see the math and not just our claims.
Getting started
Running in two weeks
01
Week one: setup call
You walk us through how your work flows today. We build your briefing template and confirm how drafts reach you for approval.
02
Week two: it runs
The Monday briefing and Friday snapshot start. Follow-ups are drafted and staged. You approve everything.
03
Day 90: it has to work
You get a working system in 90 days or Venture IQ keeps fixing it until it works.
Pricing
One plan, plainly priced
- Approval gate on every outbound message
- Monday briefings and Friday snapshots
- Follow-up drafting in your voice
- Engagement memory
- Monthly report and review call
You get a working system in 90 days or I fix it until it works.
Questions
What HVAC owners ask
Does it send emails or texts for me?
No. Every follow-up, estimate and outreach message is drafted and staged for your approval. Nothing goes out until you approve it. You review the draft, change what you want and send it.
What does a normal week look like?
Monday morning you get a briefing: what needs attention, what is aging and what is due. During the week, follow-ups for estimates that went quiet are drafted in your voice and waiting for you. Friday you get a snapshot with the week's numbers, one win, one flag and next week's focus.
Do I have to change the software I use?
The first week is a setup call where you walk through how your work flows today. The briefing template and approval routing are built around that, so you are not starting over.
What happens if it does not work?
You get a working system in 90 days or Venture IQ keeps fixing it until it works. No commitment beyond that if it is not delivering.
Who is behind this?
Venture IQ is based in Stillwater, Oklahoma and founded by Alex Darmon. We run our own operations on the same system we set up for owner-run businesses, and we work with businesses in Oklahoma, Kansas and Texas.
Related reading
What to do when you miss a call in the middle of a job
Capture the call, organize the details and have the follow-up ready for your approval.
When to follow up on an estimate or quote
A simple rhythm from the same day to three weeks out, and what to say each time.
A simple pipeline for a home service business
Five stages that fit the work, and the one rule that keeps the list honest.
See what it would look like in your HVAC company
Ten minutes, no commitment. Call (405) 547-3052 or email alex@ventureiq.ventures.