30-Minute Business Operations Diagnostic

Find out exactly where your business stands.
And what changes it.

In 30 minutes, using four numbers you already know, we'll show you where your business sits today, a minimum and maximum valuation, and what the improvement path looks like. The full picture develops over time. This is where it starts.

30 Minutes
Your Numbers · Live
4 Numbers You Already Know
The 30-minute session

What happens on
the diagnostic call.

In sequence — from the moment you join to the moment you decide.

1
Minutes 0–5
Your Business Profile — Entered Live
A few core numbers — revenue, approximate margin, owner hours in the field per week, maintenance contract count — go directly into CEO CoPilot's 66-KPI operational model. Your profile takes shape on screen in real time.
2
Minutes 5–15
Your Valuation — Minimum and Maximum
Using your four numbers, CEO CoPilot produces your current business valuation range — a minimum and a maximum — derived from the same PE acquisition methodology used to price HVAC businesses in this market. Your number, on screen, in real time.
3
Minutes 15–22
Your Red Flags — A First Look
You'll see the CEO CoPilot red flag dashboard — the KPIs that typically drive the biggest leakage for businesses at your revenue level. Most businesses start with more red than green. That's normal, and it's exactly what the platform is built to fix over time. This is where the improvement journey begins.
4
Minutes 22–28
The Improvement Path — What It Looks Like
You'll see the CEO CoPilot five-stage improvement blueprint and the maintenance contract growth module — the two biggest drivers of valuation improvement for businesses at your stage. The full work happens over months as a member. This session shows you what that path looks like.
5
Minutes 28–30
Questions — Then You Decide
The last two minutes are yours. You've seen your own valuation. You've seen the platform. You make the call — with your own numbers in front of you.
The only preparation you need
💰
Last 12 Months Revenue
Rough figure is fine. Anchors the entire operational analysis.
🔧
Field Technician Count
Full-time field techs only. Approximate is fine.
⏱️
Owner Hours in Field / Week
Hours you personally spend on service calls each week.
🔄
Maintenance Contracts
Approximate number of active maintenance contracts. Estimate is fine.
What you can count on
✓
The numbers do the talking — you see your data and your path first
✓
Four numbers you already know — revenue, techs, owner hours, maintenance contracts. That's everything we need.
✓
Camera on preferred — this is a face-to-face working session, not a webinar
✓
Join from a computer — you'll be watching a live screen share; a phone screen is too small to read the data
✓
Bring your partner if they manage the back office — the session is most valuable when both decision-makers see the same data together
✓
30 minutes, starts on time — we respect your schedule
Select a time that works for you
30-Min Business Operations Diagnostic
South & Central Florida · Residential HVAC
$149 · Valuation + leakage + action plan
Zoom video call
Confirmation by email
Easy to reschedule
30 Minutes
Your Numbers · Live
4 Numbers You Already Know
📊
Recommended

If your partner manages the back office —
bring them to this call.

She manages the books, the schedules, the financial reality of the business every day. Any operational change that comes out of this diagnostic will run through her role. Two people seeing the same data, at the same time, is how decisions actually get made — and how improvements actually stick. Use the scheduling form to add her, or forward the confirmation email once booked.