Free Tools & Resources
Find the money you're already leaving behind.
Two free diagnostic tools built specifically for HVAC & mechanical operators — plus a live discovery session with someone who’s actually run the business you’re running.
Tool 01 — Free Audit
Your business
is leaking revenue.
Let's find it.
Most $5M–$20M HVAC companies have $150K–$400K in recoverable revenue sitting in plain sight. This audit scores where it’s going.
The Revenue Leak Audit is a structured diagnostic that scores your business across 7 core revenue systems — from speed-to-lead and estimate conversion to pricing structure and customer reactivation.
You get a score, a ranked leak list, and a clear picture of exactly where your operation is bleeding profit — in under 10 minutes.
- Scores open estimate follow-up, response time, pricing, and more
- Identifies which leaks are costing you the most — ranked by impact
- Built on the same framework used in paid Phase 1 audits with clients
- Gives you something to act on before you spend another dollar on leads
Tool 02 — Free Calculator
You're probably underpricing
every job.
If you’re not calculating true burdened labor cost, you’re guessing on price — and the guess almost always skews low.
The HVAC Pricing Tool calculates exactly what each technician hour costs your business once you load in wages, taxes, benefits, vehicle costs, and overhead — then tells you what you actually need to charge to hit your margin target.
Most operators are shocked. The gap between what they charge and what they need to charge is rarely under $15–$25 per hour per tech.
- Factors in wages, payroll taxes, benefits, vehicle costs, and admin overhead
- Shows you the gap between what you charge and what you need to charge
- Works for flat-rate pricing, T&M, and service agreement models
- Built on the same labor burden framework used in client RevOps engagements
Why Both Tools
Two different leaks.
Both are costing you now.
Step 3 — Work With Me
The tools find it.
The audit call. fixes it.
Running the tools is step one. A live 30-minute Discovery Audit is where we connect the dots — and build your personal revenue recovery roadmap.
Free Session
Discovery Revenue Audit — 30 Min
1:1 with Juan Velasco — former HVAC owner, 4x exit operator
Top 3 Revenue Leaks Identified
Specific to your business, not generic advice.
Priority Action Sequence
What to attack first for fastest impact.
Dollar-Value Opportunity Estimate
What fixing each leak is actually worth annually.
Audit Report Recap
Short written summary emailed after the call.
Limited spots available. $5M+ revenue operators only.
You already built the company. Now build the machine.
Stop leaving money in open estimates, missed calls, and broken pricing. The leaks are fixable — right now.