01
You set the rules
Territory, job types, hours, capacity, and what counts — signed off before launch.
HVAC — EXCLUSIVE TERRITORY CONTRACT
YOUR TERRITORY REVIEW IS THE LAST STEP.
You already gave us the basics. On this call we confirm your territory is open, define the HVAC demand you actually want, and size the campaign to the capacity you can profitably handle. 15 minutes.
Service area. Job type. Accepted hours. Capacity. Qualification rules. All agreed before launch.
If an opportunity fails the qualification standard we agree to in writing, it isn't billable — credited or replaced within 72 hours under campaign terms.
One HVAC company per approved territory. Reviews are scheduled in the order they come in.
Book your territory review
PICK A TIME. WE'LL CONFIRM YOUR TERRITORY ON THE CALL.
15 minutes. We check your territory against active contracts, define what counts as a real HVAC opportunity, and show you how the campaign would be sized around your market and capacity. If your area isn't open, you'll know on this call.
The Territory Lock Review
Trouble with the calendar? Open it directly →
Territories are protected under active written campaign terms. If your area is already contracted, the review is where you find out and can discuss the next available path.
The standard
Before we spend a dollar, we agree on what counts.
Your definition, in writing, before anything goes live. It's the whole reason this can be held to account — and it's what we finalize on your review call.
What counts
- Inside the service area you defined
- A property owner or decision-maker with a genuine HVAC need
- One of the job types you approved
- Inside the hours you accepted
- Reachable at the contact details provided
- Not someone we already sent you recently
What doesn't
- Outside your defined area
- The wrong service type for your business
- Warranty-only, parts-only, or price-shopping-only inquiries
- Bad, disconnected, or unreachable numbers
- A duplicate of a contact inside the agreed window
- A tenant with no authority to approve work
- Anything outside your accepted hours unless you opted in
Your full standard is written into your campaign terms, stored as fields in the CRM, and used to decide what's billable — so billing is auditable instead of argued.
The mechanism
Three steps. Then it runs.
02
We build the demand
We create and own the demand inside your territory. That's our side of the risk.
03
Qualified jobs reach you
They land on your phone and in your CRM, sized to the capacity you asked for.
The offer
The Exclusive HVAC Territory Contract
You define the demand. We build it. You're not paying for marketing activity — you're reserving qualified demand capacity in a protected territory, under a written standard for what you pay for.
You own the standard
Geography, job types, hours and capacity are yours to set — in writing, before launch.
You own the territory
One HVAC company per approved territory, scoped to your written territory schedule for the active term.
You don't carry the risk
Non-qualifying events are credited or replaced per campaign terms. No retainer for effort.
You buy filled capacity
The unit of value is profitable demand that matches your rules — not marketing activity.
Working target: 20 qualified HVAC opportunities per cycle, sized to the capacity you approve.
A campaign target we build toward — not a guarantee of revenue, booked jobs, or results.
One HVAC company per approved territory. Your service area is written into the agreement, and while it's active we don't build the same demand for anyone else inside it. Availability depends on which territories are already contracted — some areas are closed.
How it's billed — per call, per booked job, per qualified opportunity, or a hybrid — is set with you based on your market, your audience and your economics.
If it doesn't meet your standard, you don't pay for it.
Anything that fails the standard you agreed to gets flagged, reviewed, and credited or replaced under your campaign terms. No invoice arguments, no “well, it was still a lead.”
- 01You flag it within 72 hours of delivery.
- 02We review the call record or submission against your written rules.
- 03If it fails, it's credited toward your next cycle or replaced, per your campaign terms.
Proof
We'd rather show you the rules than a highlight reel.
We're not going to put invented HVAC numbers on a landing page. Here's what you can actually verify before you sign anything.
The written standard
You see the exact qualification rules for your company — geography, job types, hours, duplicates, validity — before launch, not after the first invoice.
The territory schedule
Your service area is defined in writing with a stated term, and exclusivity is scoped to that document. Nothing is left to a verbal promise.
The credit policy
A 72-hour flag window, a review against your rules, and a credit or replacement when something fails. Written into the terms.
No retainer to hide behind
There's no monthly fee that pays us regardless of outcome, which is the only structural reason a partner stays motivated.
Phalanx works with operators in other trades and service categories. We keep those results in their own industry and won't present them as HVAC outcomes — you'll get relevant references on the call.
Pre-call economics
Run your own numbers before the call.
Your assumptions, your math. Change anything below and watch it move — we'll pressure-test the real figures for your market on your review.
Illustrative booked revenue / cycle
$27,405
Illustrative gross profit / cycle
$12,332
At your numbers, one replacement carries roughly $5,400 of gross profit — that's the bar a cycle has to clear before anything else counts.
A filled week at these assumptions looks like $6,851 of booked work from roughly 7.0 closed jobs a cycle.
Illustrative only. These figures are generated from the assumptions you entered — they are not a projection, a forecast, or a guarantee of results.
Fit
Who this is built for — and who it isn't.
This fits you if
- You're a licensed, insured HVAC contractor
- You have a service area you genuinely cover
- You have at least one crew with open capacity
- Someone answers the phone fast during your stated hours
- You do replacements as well as service work
- You'll put your qualification rules in writing
This isn't for you if
- You're not licensed or insured yet
- You have no capacity to take on more work
- Calls go to voicemail during business hours
- You're shopping purely for the cheapest lead price
- You won't define what counts as a real job
Straight answers
The questions every owner asks.
A lead seller sells the same homeowner to three companies, has no territory, no control over job type, and no process for crediting something that was never a real job. Here you define the standard, you hold the territory, and anything failing that standard isn't billable.
The Territory Lock Review
THE NEXT PROFITABLE HVAC JOB DOESN'T NEED TO COME FROM ANOTHER SHARED LEAD LIST.
Reserve your territory review, define the demand your business actually wants, and find out whether Phalanx can build it exclusively in your market.