๐Ÿ”Ž HVAC AI OS โ€” Competitor Teardown Board

Five players, side by side. Their ads, their funnels/VSLs, and what they actually deliver on the backend. Every box is clickable.
Built for Moran ยท Acquisitions.com ยท June 2026

๐Ÿง  JP Middleton โ€” The AI Booking System he teaches you to sell

The methodology, not the course. From the 6h 24m training, condensed in our SOP.
Forget how he sells his program. This is the actual system he teaches you to install and sell to local service businesses: a done-for-you AI booking machine deployed through a GoHighLevel snapshot. The whole thing is one big training video on how the snapshot is built and how to deploy it. We turned that video into an SOP. Here is how they think about it, and what the end client gets.

How they think about it (the design)

  • Two snapshots, pick ONE per client by industry: Snapshot A "Business Booking" (customer comes IN: gym, dentist, med spa) vs Snapshot B "At-Home Booking" (service at the home: HVAC, roofing, plumbing, pest control). HVAC = Snapshot B.
  • Core principle: book DIRECT to the appointment. Never add a phone-call step before the visit, it adds friction and kills bookings.
  • 4 campaign categories feed one dashboard: Paid Ads, Reactivation, Reviews/Referrals, Website.
  • Where the money actually is: reactivation (texting old lists) + guaranteed 5-star reviews, not just new ad spend.
  • Deploy per client with a repeatable 16-step setup (sub-account from master snapshot, A2P registration, calendar, custom values, integrations, publish, QA).

What the local business actually gets

  • A 24/7 AI that texts every lead and books it straight into the calendar
  • Automatic reminders + no-show / cancel recovery
  • Reactivation campaigns that rebook old customers and dead leads
  • Guaranteed 5-star Google reviews (1-4 stars routed to private feedback)
  • A full-funnel dashboard: Leads โ†’ Scheduled โ†’ Showed โ†’ Sold โ†’ contract value
  • Runs on GoHighLevel: $97 / $297 / $497 tiers by sub-accounts + dashboards
This is the SAME engine as your HVAC snapshot in section 5. That section is the HVAC-specific build of exactly this system, broken down workflow by workflow.

๐Ÿ› ๏ธ Bodhi Gallo โ€” Stryker Digital

"The body guy." Home-services marketing, killing it.
Home-services-exclusive marketing agency. Founders Andy Walker (ex-PT) and Bodhi Gallo (built & exited a demolition co). Positioning: "The Growth Partner for Home Service Operators. Booked jobs, not impressions."

Their ads + funnel

  • Hook = operator credibility (the "rusty" vibe): "I owned a dumpster rental company. Doubled revenue. Sold it. Got 75-100 leads/month ranking #1 on Google Maps. Now I help other home service businesses do the same."
  • Checkmark proof, "100+ local businesses," "real case studies & exact pricing, click Learn More."
  • Funnel: ad/SEO โ†’ site โ†’ free strategy session โ†’ onboard.
  • Edge: market exclusivity (one business per industry per geo).

What they deliver (the backend)

  • Conversion website
  • Local SEO / Google Map Pack ranking
  • Paid ads (Google + Local Service Ads)
  • Review automation ("Review Rover")
  • Dedicated Slack channel + monthly video strategy calls
PricingMonth-to-month, from $2,000/mo, scales with ad spend. No retainer minimum.
SpeedPaid = booked calls in 7-14 days. SEO lifts at 120-180 days.
Steal: the first-person operator hook ("we've done this, sold this") + one-per-market exclusivity. Apply both to our PE angle.

โš™๏ธ Black Box Operators โ€” Scout AI

The direct product to clone.
An autonomous AI "back office" for HVAC, sold done-for-you. "33 AI agents, deployed in 7 days, no build fee, cancel anytime." Founder: Luke Fontaine (Black Box Alchemist LLC). Their hero angle is the PE playbook, which is exactly ours, except we are an actual PE firm.

Their ads + funnel/VSL

  • All-video, short-form. No custom headline, the body copy + demo carry it.
  • Every ad opens "If you own an HVAC company..." then pain-to-dollars ($30-50k dead estimates, 30 min/day, $2.5B PE money).
  • Funnel: ad โ†’ numbered landing pages (/hvac-ai/4,5,10,14,16,18, heavy split-testing) โ†’ 8:47 VSL โ†’ book a call ("we'll tell you your revenue leak number whether you buy or not").
Full VSL transcript, ad swipe, and all 7 ad videos saved in O-output/09-competitor-research/scout-ai/.

What they deliver (8 modules)

  • AI voice receptionist (answers + books, 24/7)
  • Estimate / quote follow-up engine
  • Tech job close-out by voice note (invoice same day)
  • In-field diagnostic co-pilot (photo/error code)
  • Ask-anything business Q&A
  • Daily morning brief
  • Scheduling / dispatch + CRM sync (ServiceTitan, Housecall Pro)
  • Self-learning knowledge base + campaigns
ModelDFY, flat quarterly license, no build fee, 90-day money-back, "6 deployments/month" scarcity.
ICPHVAC doing $1M+/yr and PE-backed home-services roll-ups.

๐Ÿ“ฃ Podium

The $3B proof of the funnel mechanics.
~$3B valuation, ~$220M ARR, 100K+ customers, ~140 live Meta ads. A named AI employee per niche (Avery medspa, Jerry auto, Larry / Podium Phones home services). Their real engine is a cold-call SDR floor that the ads feed.

Their ads + funnels/VSLs

  • 5 ad templates: the "STOP SCROLLING 9pm story" ad, the "brutal stats" ad (โ†’ free workshop), the one-line testimonial ad, the practitioner-voice ad (run under a person's name), and the niche "Jerry/Phones" ads.
  • Funnel: ad โ†’ ROI calculator OR "text an AI" demo OR named-AI free workshop โ†’ vertical landing page โ†’ "watch a demo" form (phone + AI-call consent) โ†’ get pricing โ†’ sales call.
  • Stat bank: "80% of leads lost in 5 min", "78% go with whoever responds first", "40% of calls after hours".

What they deliver (the backend)

  • AI Employee (answers, qualifies, books, 24/7)
  • Unified inbox (text, web chat, social, Google)
  • Missed-call text-back ("Podium Phones")
  • Review generation + reputation management
  • Pay-by-text / payments (2.2% + $0.15/txn)
Pricing~$399-$599/mo + AI add-on $99-$399. All-in ~$500-$900/mo. 12-month auto-renew contract (their #1 complaint).
Engine~250 SDRs, 55 dials/day โ†’ 2 demos/day โ†’ AE closes annual contract.

๐Ÿ”ง Your HVAC GHL Snapshot

From the SGS course. The booking + reactivation + review engine you own.
A clone-able "business in a box" in GoHighLevel. HVAC uses Snapshot B (At-Home Booking). Four lead sources, one dashboard, fully automated SMS booking, reactivation, and a 5-star review filter. This is the convert + retain layer of our HVAC OS. We do not build it, we clone it per client in a day.

The 4 lead sources (tag โ†’ dashboard)

SourceTag
Paid Ads (FB/IG)new ad lead
Reactivation (old leads/customers)new reactivation lead
Reviews & Referralsreferral
Websiteweb lead
Dashboard tracks the full funnel per source: Leads โ†’ Scheduled โ†’ Showed โ†’ Sold โ†’ Total Contract Value.

How it actually books a job

  • Lead comes in โ†’ AI texts and nurtures โ†’ books straight into the calendar (no phone-tag step, it kills bookings).
  • Auto reminders: 48h, 24h, 1h, 15min.
  • Cancel / no-show โ†’ 4 days of reschedule nurture.
  • 5-min response alert if a human reply is needed.

The automations, by folder

FolderWorkflowWhat it does
AdsNew Ad Lead Form SubmissionNurtures non-bookers, 7 messages over 7 days
New Ad Lead Appt ConfirmationConfirms self-booked appointments
New Ad Lead Appt Reminder48h / 24h / 1h / 15min reminders
The BrainAppt Status UpdatesRoutes contacts, updates tags + pipeline
Canceled / No-Show Nurturing4 msgs / 4 days to reschedule
5 Min Response NeededAlerts you if no reply in 5 min
Alert User / Lead Assistant AlertTexts you when a prospect needs a human
ReactivationAI Text Reactivation"We've got a few openings to give away, want one?" to old lists
New Reactivation Lead NurtureBooks the appt after a "yes"
Reactivation Appt Reminders48h / 24h / 1h / 15min
Review & ReferralAppt Showed Review RequestAsks for a 1-5 rating 30 min after the job
Review Reactivation + Google Tracking5-star โ†’ Google link, 1-4 star โ†’ private feedback (guarantees 5-star only)
Referral Nurture / Confirmation / RemindersTurns referrals into booked jobs
WebsiteNew Website Lead โ†’ Confirmation โ†’ RemindersSame booking machine for website leads
The links to the actual automations live inside your GoHighLevel sub-account (not public URLs). When you give me access or the snapshot link, I will paste the direct workflow URLs here so this box becomes a live control panel. The reactivation cadence: Mon-Thu only, 10/day if list under 200, 20/day if over.
Reference SOP saved at ~/Downloads/SGS_AI_System_Snapshot_SOP.pdf (6h 24m training condensed).