Business Proposal
Revenue Recovery Automation
Proposal for your
Plumbing & HVAC Business
Prepared By
Sifat Hossen Tasin & IH Tushar
Introduction

Overview

Thank you for the opportunity to present this proposal.

Many Plumbing & HVAC companies lose potential revenue from these common issues:

As a result, revenue opportunities are lost and growth is slowed. To address this, I propose implementing automation systems that increase bookings and reduce manual work.
Who We Are

About Us

Hello, I’m Tushar and I have a team member named Tasin. We are both Business System Automation experts and web developers with around 2 years of experience. Recently, we worked closely for 3 months with a Plumbing & HVAC business.

We built complete end-to-end automation systems that reduced daily hassle, saved significant time and money, and brought structure to their entire business and customer journey.

We understand the business deeply and build a complete system — not just workflows or automations.

2 Years Experience Plumbing & HVAC Expert End-to-End Systems
What We Offer

Our Services & Solutions For You

1
Website
Optional Free
Problem

Your current website looks cluttered, outdated, and hard to navigate — creating a poor customer experience.

Solution

We will build a Clean & Modern Website or redesign the existing one with expert optimization — completely free.

▶ Watch Free Demo
2
AI Voice Agent (Inbound & Outbound Calls)
Problem

Missed calls during busy hours, nights, or weekends result in lost jobs.

Solution

AI Missed Call Recovery System available 24/7.

How It Works
  • A tested, proven, and fully trained AI Voice Agent for your plumbing & HVAC business
  • Handles calls, appointment bookings, customer FAQs, and follow-ups
  • Human handoffs when requested by the customer
  • Automatically creates new contacts and updates pipeline stages
▶ Watch Free Demo
3
Follow Up System & Automation
Problem
  • Many leads go cold without consistent follow-up
  • Prospects often forget about estimates after the visit
  • Customers miss appointments due to lack of reminders
  • Review requests are not sent consistently after job completion, resulting in missed opportunities for new reviews
Solution

Automated Follow-Up & Nurturing / Lead Reactivation System + Automated Review Request System.

How It Works
  • Automatic personalized follow-up emails and SMS at the right intervals
  • Nurturing campaigns with useful tips, educational content, and special offers
  • Estimate Follow-Up Automation after estimate visit completion
  • Appointment reminders to reduce no-shows and last-minute cancellations
  • Automatic review requests sent after job completion to generate more Google reviews
▶ Watch Free Demo
4
Google Review Management System
Problem

Good reviews are not properly collected or showcased on Google and your website.

Solution

Review Optimization & Listing + AI Review Response System.

How It Works
  • Reviews are automatically requested and organized
  • AI helps reply to reviews professionally and quickly, boosting your Google reputation and trust
  • 5-star Google reviews are automatically synced to your website and displayed in real time, helping build credibility and increase customer trust
▶ Watch Free Demo
5
AI-Powered Email Assistant & Chatbot
Problem

Replying to customer emails manually takes too much time and often gets delayed.

Solution

AI Email Assistant trained specifically for your business + fully trained AI chatbot for social media and website.

How It Works
  • AI chatbot reads incoming emails and sends customized & professional replies instantly
  • Sends follow-up messages automatically
  • Knows your services, pricing, and tone
  • Complex emails are automatically flagged for your team
▶ Watch Free Demo
6
Business Management & CRM Dashboard
Problem

Your business and customer data are spread across multiple systems, making it difficult to track leads, jobs, payments, monthly revenue, sales performance, conversion rates, and overall growth in one place.

Solution

All-in-One CRM Dashboard.

How It Works

Everything — monthly revenue, losses, leads, opportunities, appointments, conversations, payments, and history — stays in one clean, organized place. Full visibility and control for you and your team.

▶ Watch Free Demo
Our Commitment

Why Choose Us

Result Oriented
Specialized in Plumbing & HVAC Business Automation
Money Back Guarantee
Easy Communication, Fast Response & Support
Flexible Plans

Investment & Pricing

We offer flexible pricing so you can choose what fits your business best right now.

Option 1 · Risk-Free Trial
Try Our Basic System — Zero Risk
FREE
for your 1st Week
Risk-Free Trial
What's Included
  • ✓Complete CRM setup
  • ✓AI Voice Agent integration
  • ✓AI Chatbot for website & Email reply
  • ✓Automations — Appointment Confirmation & Reminder
  • ✓CRM Dashboard + Sales Pipelines
  • ✓We Manage Everything for 1st week
Try the entire system completely free for 1st week. If you love the results, continue to a paid plan. Cancel anytime with zero risk.
Then from Next Month: Choose a Plan
Plan 1
Full System One-Time Setup
$3,000
one-time payment
What's Included
  • ✓Everything in our System
  • ✓Get a FREE complete website Or Redesign the existing one
  • ✓Personalized training session
  • ✓30 days support & tweaks
  • ✓Full ownership after setup
Perfect for businesses who want to pay once and run it themselves.
Plan 2 · Best Value
Full System Monthly Subscription
$497/mo
+ $1,000 one-time setup fee
What's Included
  • ✓Everything in the Full System
  • ✓We manage everything in your business CRM
  • ✓Ongoing management, optimization & updates
  • ✓Monthly performance report
  • ✓Unlimited tweaks
No long-term contract — cancel anytime with 30 days notice.
Plan 3 · Pick Individual Services

Build your own package by selecting only the services you need.

ServiceOne-Time Setup Price
Modern Website Redesign + Optimization$699
Sales Pipeline Setup & Automation$497
AI Voice Agent (24/7 Calls)$749
AI Email Assistant$497
Website, WhatsApp, Messenger & Instagram Chatbot$297 (per chatbot)
Full Follow-up + Nurturing + Review Automation$749
Business Tracking CRM Dashboard Setup$297
Special Offer: Choose 3 or more individual services and receive 10% off your total.
Delivery Schedule

Timeline

It depends on your business & current processes. But in general it takes around 7 to 10 days.
Results

Expected Outcomes

These systems are designed to help your Plumbing & HVAC business achieve:

Never miss a lead — even at 2 AM

Save 10–15 hours of manual work every week

Convert more estimates into paid jobs

More 5-star Google reviews — on autopilot

Reactivate old leads with a proper follow-up system

Reduce operational hassles — stress-free, fewer manual tasks

Get Started

Ready to Grow Your Business?

Book a free meeting and let’s discuss how automation can increase your bookings and free up your time.

📅  Book a Meeting