Welcome to the HVAC OS™ Founding Members Implementation Guide. This course will show you how to use the playbooks, navigate the system, join weekly implementation calls, and focus on the right actions in the right order. You’ll learn how the STEP Method works, how to avoid overwhelm, and how to begin building a more structured, scalable, and profitable HVAC business.

The START PHASE ACCELERATOR is a collection of trainings that take you through the key components of PLAYBOOKS 1 & 2 to assist in helping you fully implement and use what you've learned so far.

Missed a live call? No problem. This library contains recordings of every Weekly Momentum Call so you can learn from the coaching, implementation discussions, hot seats, wins, challenges, and real-world business conversations happening inside the community. These replays provide practical insights and actionable strategies to help you build a more sustainable, scalable, and profitable HVAC business. Learn from the questions, experiences, and breakthroughs of fellow members!

This is YOUR MOMENT to reflect and reset. Your next PHASE is a BIG ONE that shifts everything towards a sustainable, scalable and profitable business. DO NOT SKIP this milestone. Your success depends on it!

Build a team that performs without constant oversight. In this playbook, you’ll install the systems for hiring, training, and accountability so your business stops depending on you. Learn how to recruit the right people, define clear roles, and create a structure where everyone knows what winning looks like—and delivers on it.

Take control of your business instead of reacting to it. This playbook installs the systems for leadership, marketing, and sales so you can drive consistent revenue on purpose. Learn how to run your company with structure, manage your pipeline, and make decisions based on data—not chaos.

Turn every service call into a revenue opportunity. This playbook installs the Perfect Service Call system so your team stops just fixing problems and starts driving results. Learn how to structure calls, communicate clearly, increase average ticket, and create consistent revenue from the work you’re already running.

Turn replacement opportunities into consistent revenue. This playbook installs a proven in-home sales process so you can confidently guide homeowners through major decisions. Learn how to structure estimates, present options, increase close rates, and create a smooth handoff from service to sales—without pressure or guesswork.

Build an installation department that operates with speed, consistency, quality, and profit. The Installation Machine shows HVAC business owners how to streamline installs, reduce callbacks, improve communication, increase efficiency, manage inventory, train teams, and create a professional customer experience from start to finish. Learn the systems, processes, and standards needed to turn your installation department into a predictable profit-producing machine.

Playbook 8 — The Local Domination Marketing System™ shows HVAC business owners how to create consistent demand, build brand recognition, and become the most visible company in their market. Inside, you’ll learn marketing systems for service calls, neighborhood visibility, reviews, referrals, social media, direct mail, community sponsorships, lead tracking, automation, and customer retention so your business stays top-of-mind year-round.

Playbook 9 breaks down the financial operating system every HVAC company needs but most owners never build. You will learn how to calculate your true hourly rate, forecast revenue by season, cost every job for actual profit, track the 25 KPIs that reveal what is really happening in your business, and build a budget that plans profit before the year starts. No guesswork. No more wondering where the money went. Just a clear, repeatable system for running a financially intelligent company.

Most HVAC businesses don't have a people problem—they have a leadership problem. In this playbook, you'll learn how to lead with clarity, communicate expectations, build accountability, develop future leaders, and create a culture people want to be part of. Discover how to move from managing day-to-day issues to building a team that can perform without constant supervision.

The Premium Members Toolkit contains the full versions of The Moment tools—advanced clarity worksheets, full planning systems, performance templates, and exclusive resources to help you stay focused, consistent, and in momentum. Designed to give you deeper structure, stronger habits, and faster progress.

Taking action is the most important first step toward success. Most people hesitate because they don't know what the outcome will be. Just LEANING into it is a way to get started-without seeing the whole path. This gets us in motion so we can build momentum. This training is all about taking action. Your external environment is often a reflection of your internal environment and this is where we conquer the most important factors in your success.

This is where we connect deeply to our "why" which is the driver to excellence, ambition, purpose and consistency. Once your document is complete, you'll read it EVERY SINGLE DAY so that you can become unstoppable in achieving your wildest dreams. We connect, plan and attack with passion and purpose using the Rapid Planning Method to achieve at incredible speed. This works so well it should be illegal! Look out world there's a new person who's on a mission and they won't stop for nothing!

A library of the BEST videos on YouTube to grow your business and become a leader in your life. Business Mastery is a growing library of practical, real-world business trainings designed to help you build a business that works for you—not one that owns you. Inside, you’ll learn how to think like an operator, make better decisions under pressure, and build simple systems that create stability, momentum, and freedom.