ServiceConsulting.io

Confirmation

Show-up instructions are clear after booking intent.

Your HVAC Booked-Estimate Pack demo request is held for manual review. Bring the current scheduling flow and one missed HVAC appointment example.

  • Bring the owner or dispatcher who controls estimate booking.
  • Bring current slot, confirmation, and no-show process.
  • Name where good HVAC leads stop answering.
  • Expect a booked-estimate rail, not a generic calendar pitch.

AI backend recovery

Manual-review follow-up drafts plug the booking bucket.

  • Draft only: You started the HVAC Booked-Estimate Pack demo request but did not choose a time. Want us to review the slot protected leak and hold a manual-review demo slot?
  • Draft only: Your HVAC Booked-Estimate Pack demo request is queued. Please bring the current path, the owner/operator, and the main leak you want reviewed first.
  • Draft only: We missed you for the HVAC Booked-Estimate Pack demo. If the same leak is still active, reply with a better window and we will reset the manual-review request.
  • Draft only: Based on the HVAC Booked-Estimate Pack demo, the next step is a reviewed close packet covering fit, scope, proposal readiness, Square payment readiness, and onboarding handoff.
  • Draft only: Checking back on move qualified hvac leads into a reviewed booked-estimate rail. If this is still a constraint, we can reopen the demo and compare what changed since the last review.

Qualified feedback

The event map avoids raw-lead optimization.

Raw leads and raw bookings are not enough because unqualified appointments and no-shows can look good while wasting the estimator calendar.

Qualified event

qualified_hvac_booked_estimate_review_ready

{
  "eventName": "qualified_hvac_booked_estimate_review_ready",
  "route": "/funnel/booked-estimate-hvac",
  "source": "review_mode_preview",
  "mutationAllowed": false,
  "payload": {
    "offerSlug": "booked-estimate-hvac",
    "qualifiedEvent": "qualified_hvac_booked_estimate_review_ready",
    "fitCriteria": [
      "owner_or_operator_present",
      "offer_pain_confirmed",
      "service_area_or_website_present",
      "manual_review_booking_intent"
    ],
    "rejectedRawLeadOptimization": true,
    "previewLabel": "Workflow preview. Results vary."
  }
}

Sales close path

Demo to proposal, Square readiness, signing, and onboarding handoff.

  • Confirm WHO: Estimate-based contractors with qualified leads leaking between setter notes, slots, and calendar handoff.
  • Confirm WHAT: They want qualified leads turned into protected booked estimates with receipts and recovery drafts.
  • Show HOW: SC.io runs the qualification script, slot rail, confirmation/show-up guard, no-show recovery draft, and handoff receipt.
  • Walk the three-step funnel from /funnel/booked-estimate-hvac to booking to confirmation.
  • Decide fit, disqualification, proposal readiness, Square readiness, and onboarding handoff.

Fit checklist

  • Owner or authorized operator attends.
  • Pain matches the offer-specific leak from the ad.
  • Current intake, booking, quote, or proof path can be described clearly.
  • Team is willing to track qualified outcomes instead of raw inquiry volume.
  • Manual review and approval gates are accepted before live sends, writes, payment creation, or event feedback.

Disqualifiers

  • Wants cheap raw inquiries without qualification.
  • Cannot attend with a decision-maker.
  • Refuses to improve response, booking, tracking, proof, or owner review.
  • Needs live external mutations before approval gates are complete.
  • Has no capacity to fulfill the appointments the offer is designed to protect.

Proposal step

If fit passes, prepare a reviewed proposal packet with scope, rollout, approval gates, proof requirements, and next owner decision. No public pricing is shown from the funnel.

Square readiness

  • Confirm fit and scope on the sales demo.
  • Prepare proposal and signing packet for operator review.
  • Prepare Square manual-payment or payment-link readiness after exact approval.
  • Create no Square checkout, invoice, or payment link from the public funnel.

Onboarding handoff preview

  • Owner-approved offer scope.
  • Source, booking, proof, and follow-up assets to collect after signing.
  • First-week install checklist and approval gates.
  • Manual-review follow-up and qualified-event feedback plan.