HVAC Business Health Scorecard
Eight questions about how you price, cost, and market your HVAC business. One honest score, and the three things to fix first.
Built for HVAC owners who'd rather know than guess. Your numbers stay in your browser.
What you get
Three reasons this earns its place on your desk
A score, not a sales call
Eight questions and a number out of 100 that tells you how your HVAC business is actually run.
Find the weakest link
The scorecard surfaces whether pricing, labour cost, cash flow, or marketing is the thing holding you back.
Leave with three fixes
Your lowest-scoring areas come back ranked, with the first move for each.
What it measures
Eight checks on how the business is run
Pricing to a margin, knowing your true labour cost, tracking gross margin, forecasting cash flow, tracking marketing, reviewing KPIs, recurring revenue, and whether you have raised prices in the last year. Each maps to a common reason a hvac business stalls; your lowest scores come back ranked.
Get the download
Email me my full scorecard
Get your score and ranked fix list as a PDF you can act on this quarter.
FAQ
Common questions
- What does the business health scorecard measure?
- How you price jobs, whether you know your true labour cost, how you forecast cash flow, whether marketing is tracked, and whether you review KPIs. Each maps to a common reason trades businesses stall.
- Is it a sales tool?
- No. The score and the fix list are yours whether or not you ever talk to us. Most fixes are things you can act on yourself this quarter.
Want the same read on your own website?
The Site Inspection scores your contractor site on 100 points and shows you, with evidence, where ready-to-book homeowners slip through. First several free each week.