Residential HVAC contractors
Agreement Renewal Recovery System — Starter System
You can see everything expiring in the next ninety days and start calling this afternoon.
Everything included
- Agreement Renewal Tracker workbook (.xlsx) with expiry-driven formulas and status dropdowns
- Renewal Value Calculator — your agreement base, your renewal rate, your pull-through revenue
- 90/60/30-day renewal cadence SOP with owner and timing
- 7-script library: renewal call, voicemail, text, email, lapsed win-back, price increase, and the two objections
- Visits-owed column that surfaces included visits you have not delivered, so you fix those before asking for a renewal
- Sample rows preloaded so you can see the formulas working before loading your own
- Troubleshooting guide and FAQ
Who it is for
A single-branch contractor doing their own setup.
What happens after you pay
The next five minutes
- 1You land on a thank-you page with your download link.
- 2The same link is emailed to you. It does not expire, so bookmark it.
- 3You open 00 - START HERE.html — that is the whole quick start.
- 4You export your active agreements / recurring service list and paste it into the workbook.
- 5You filter to DUE and start.
Preview
What the workbook looks like
| Customer name | Agreement tier | Annual value | Status | Next contact due | Due now? | Priority |
|---|---|---|---|---|---|---|
| Halvorsen residence | Gold | $348 | Not contacted | 2026-09-01 | DUE | A - expiring soon |
| Okafor residence | Silver | $228 | Attempt 1 | 2026-09-19 | — | A - expiring soon |
| Bertrand residence | Platinum | $588 | Not contacted | 2026-09-01 | DUE | A - expiring soon |
| Delacroix residence | Gold | $348 | Declined - price | — | — | C - low |
| Yusupova residence | Silver | $228 | Renewed | — | — | C - low |
| Amoah residence | Gold | $348 | Attempt 2 | 2026-09-04 | — | A - expiring soon |
Objection — "The price went up"
You're right, it did — and I'd rather explain it than have you find it on an invoice. It went from [OLD PRICE] to [NEW PRICE], which is [PRICE DELTA]. That covers [PRICE INCREASE REASON]. What hasn't changed is what it saves you: you're ahead of non-agreement customers when the system quits in July, you're at [REPAIR DISCOUNT] on repairs, and the tune-ups keep your warranty valid. One warranty denial costs more than the whole agreement. [FINANCING LINE]
Why it is written this way: Never dodge the increase or discover it mid-call. Name the old price, the new price and the reason.
Other tiers
If you would rather not do the setup
Customised System
Pre-loaded with your company name, your agreement tier names and prices, your named owner and your seasonal timing.
Multi-Branch System
Each branch gets its own configured workbook, and ownership gets a master dashboard comparing renewal rate and at-risk dollars across branches.
Questions
Before you buy
Is this software?
No. It is a spreadsheet workbook, a written SOP and a script library delivered as a zip. Nothing to install, no subscription, no integration with ServiceTitan or Housecall Pro.
We already have ServiceTitan. Do we need this?
If you already run a disciplined renewal cadence with logged attempts, no. Most contractors have the membership list and no cadence against it — this supplies the cadence, the scripts and the accountability, which is the part software does not give you.
Will it work in Google Sheets?
Yes. The workbook is .xlsx and imports with formulas and dropdowns intact.
How fast do I get it?
The Starter System downloads immediately. Customised and multi-branch tiers go through a short intake and generate straight after you submit.
What if our agreements are on paper?
Then the first setup is a two-hour data entry job. It is also, in our experience, where contractors find the agreements nobody has served in eighteen months.
Do you guarantee a renewal rate?
No. The calculator projects from numbers you enter. Anyone quoting you a rate without seeing your base is guessing.
What is the refund policy?
14 days. Tell us what did not work — full policy on the refunds page.