Free Tools & Resources
Find the money you're already leaving behind.
Four free diagnostic tools built for HVAC, plumbing, electrical, and home-service owners — plus a live conversation with someone who’s actually run the business you’re running.
Tool 01 — Revenue Leak Audit
Your business
is leaking revenue.
Let's find it.
Most established HVAC, plumbing, electrical, and home-service companies have real money sitting in plain sight — in missed calls, open estimates, thin margins, and dormant customers no one’s followed up with.
The Revenue Leak Audit is a 5-question calculator that puts a real dollar figure on what’s leaking in the areas that actually move the needle: missed calls, open estimates, pricing and margin, dormant customers, and operational capacity.
You get a total estimated leak, ranked by category, so you know exactly where to look first — in about 2 minutes.
- Uses your real numbers — missed calls, open estimates, current margin, database size, and truck capacity
- Ranks your five biggest leaks from highest to lowest dollar impact
- Built on the same benchmarks used in paid client diagnostics
- Gives you something to act on before you spend another dollar on leads
TOOL 02 — FREE ASSESSMENT
You're probably
More Essential
Than You Think. That's a Problem..
The Owner Dependency Score is a 16-question assessment covering sales, pricing, scheduling, hiring, financials, vendor relationships, and systems. In about 3 minutes, it shows you exactly how much of your business still depends on you personally — and what that’s costing you in profit, freedom, and business value.
- Scores 8 areas of the business, from pricing decisions to financial visibility
- Flags your highest-risk categories, ranked by dependency
- Shows what each level of dependency is costing you in profit, freedom, and value
- No credit card, no obligation
TOOL 03 — Free Calculator
You're probably underpricing
every job.
Most owners know what they charge per hour. Almost none know what it actually costs them to put a truck on the job. That gap is where profit quietly disappears.
In two quick steps, this tool calculates your true cost per billable hour — wages, labor burden, and your real company overhead — and compares it directly to what you’re currently charging.
Most owners are shocked by the gap. It’s rarely small — and it’s happening on every single billable hour, whether you see it or not.
- Factors in wages, labor burden, and your real company overhead
- Shows the exact dollar gap between what you charge and what the job actually costs
- Works whether you bill flat-rate, hourly, or by service agreement
- Gives you a clear number to act on before your next quote
TOOL 04 — FREE CALCULATOR
What Is Your Business Actually Worth?
Revenue and profit are only part of the story. The other part is how much of that value disappears the moment a buyer realizes the business runs through you, not without you.
This tool shows two numbers side by side: your Systemized Value — what a business like yours is typically worth — and your Value Today, discounted based on how dependent it is on you personally.
The gap between those two numbers is real money sitting on the table, and it’s usually the single biggest lever available before a sale.
- Uses your real revenue and profit, plus your actual dependency level
- Already have an Owner Dependency Score? Plug it straight in
- Shows the specific dollar gap between what your business could be worth and what it's worth today
- Built on the same industry data used in real business valuations
TOOL 05 — LIVE DEMO
See Your Funnel — Live
Numbers on a page are one thing. Watching your revenue disappear in real time is another. This one’s built to run live — on a call, in a video, with a real prospect watching.
Plug in your leads, your conversion rates, your customer list, and your open quotes. Get an actual funnel chart showing exactly where the money stops flowing — plus what’s recoverable right now versus what’s leaking every year.
No email required. Just real numbers, live.
- See your funnel visualized — leads down to paid, stage by stage
- Includes customer reactivation and open-quote follow-up opportunity
- Fully live — every number updates instantly as you type
- Built for showing a prospect their numbers in real time
Why these Tools
Four different leaks. all 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 who built, systemized, and sold his own company, acquired by Comfort Systems USA
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 each week.
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.