FELIX H. LANE
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DIGITAL PRODUCT

HVAC Follow-Up Toolkit

A ready-to-use follow-up operating system for small HVAC teams that want fewer leads and estimates falling through the cracks.

$49 USD

One-time digital purchase. Downloadable files. No subscription.

Checkout coming soon

What is included

  • Follow-Up Operating System workbook (XLSX)
  • Pipeline & Estimate Recovery trackers
  • Daily Follow-Up Queue
  • Weekly KPI Scorecard
  • 30-Record Leak Audit
  • 90-Day Reactivation Planner
  • Follow-Up Economics model
  • SOP & Staff Training worksheet
  • 25 ready-to-adapt scripts (DOCX)
  • 30-Day Implementation Manual (DOCX)
  • Quick Start Guide (PDF)
  • AI personalization guardrails

Who it is for

Owner-operators and small residential HVAC teams that generate leads and estimates but do not yet have a disciplined follow-up process.

What it is not

Not a CRM, legal/compliance service, automated texting platform, or promise of specific sales results.