How a Local Home Services Business Increased Bookings by 75% in 90 Days

Location: Dallas, TX

Owner: Mark K, Independent Contractor
Team Size: 3 technicians

Mark had been running his HVAC business for 4 years, but growth had stalled. Jobs were inconsistent, marketing was hit or miss, and he was stuck handling everything—from quotes and scheduling to invoicing and social media.

“I had plenty of experience with the work—but no real business strategy. I needed a roadmap, not just more hustle.” – Mark

The Problem

Here's what he was dealing with:

Inconsistent job flow: Some weeks were packed, while others were dead quiet. He never knew where the next lead was coming from.
No real marketing strategy: He relied mostly on word-of-mouth and a few scattered Facebook ads, but nothing was working consistently to attract new customers.
No follow-up system: If a customer didn’t book right away, they usually slipped through the cracks.
Underpricing services: Mark hadn’t reviewed his pricing in years. He was doing quality work but not charging enough to reflect his value—or cover rising costs.

“I didn’t have time to work on the business because I was too busy working in it. I needed a plan that made running this business simpler—not more complicated.”

The Solution

Mark didn’t need more guesswork—he needed a real plan.

That’s exactly what he got when he enrolled in our Small Business Strategy Plan. It was a hands-on blueprint designed for small businesses that work directly with customers.

Here’s how it solved his biggest problems:

Inconsistent job flow and no reliable lead source

Solution: The strategy plan showed Mark how to identify his ideal customer and create a simple, consistent marketing plan using local SEO, referral incentives, and a streamlined quote request system. Within weeks, his lead flow became more predictable—and easier to manage.

Hit-or-miss marketing with no real message

Solution: Mark worked through the plan’s messaging module and clarified what made his service unique. He crafted a homepage and service descriptions that spoke directly to what customers cared about most: trust, speed, and reliability.

Underpricing and squeezing margins

Solution: The pricing and offer strategy module helped him confidently repackage and price his services for value. He stopped competing on price and started charging based on results—without losing customers.

“For the first time in years, I feel like I’m not just keeping the lights on—I’m actually growing a business with purpose.” – Mark

📈 The Results

Just 3 months after starting the Plan, Mark’s business was completely transformed:

Metric Before After

Monthly Jobs Booked 20 34

Average Job Size $320 $490

Time to Close 3 Days Same Day

from Estimate

Hours Worked/Week 65+ 45

New Clients per Month 5 12

Is This You?

You’re great at your craft, but growth feels like guesswork
You want consistent leads and revenue
You’re burned out from doing everything yourself
You need a clear, step-by-step business plan—now