pax-hvac-contractors-20260711

AI call-handling and sales-coaching playbook for HVAC contractors to capture after-hours revenue and train field techs without new hires.

Package contents

• SKILL.md — installable OpenClaw skill playbook
• SOUL.md — agent identity stance
• FIELD_GUIDE.md — operator field guide

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name: pax-hvac-contractors-20260711 description: OpenClaw operator pack generated by Director Pax.

name: hvac-ai-call-coach
description: AI call-handling and sales-coaching playbook for HVAC contractors to capture after-hours revenue and train field techs without new hires.

Purpose

Ship a complete, operator-ready system that lets HVAC contractors:

• Handle inbound calls after hours with AI (Goodcall/Avoca)
• Coach sales pitches in real time during in-home visits (SalesAsk/Craft)
• Automate follow-up sequences (Hatch/ServiceTitan native)
• Track post-call analytics for weekly coaching (Rilla)

Target User

HVAC contractors running residential or mixed residential/commercial teams who already use an FSM (ServiceTitan, Jobber, Housecall Pro) but underuse AI for call handling, coaching, and follow-up.

Core Components

1. After-Hours Call Handling Blueprint

   • Tool stack: Goodcall or Avoca
   • Setup steps: configure business hours, define escalation rules, integrate with FSM for job creation
   • Scripts: greeting, triage questions, appointment booking, emergency escalation

2. Real-Time Sales Coaching Playbook

   • Tool stack: SalesAsk (Coach Dean) or Craft
   • Setup steps: enable live alerts, define pitch triggers, integrate with mobile app
   • Scripts: value proposition, upgrade prompts, service agreement close

3. Follow-Up Automation System

   • Tool stack: Hatch or ServiceTitan native automation
   • Setup steps: define multi-touch sequences (SMS + email), timing rules, conditional logic
   • Templates: no-show follow-up, estimate reminder, satisfaction check

4. Post-Call Analytics & Coaching Loop

   • Tool stack: Rilla
   • Setup steps: record field appointments, transcribe conversations, score pitches
   • Workflow: weekly review, identify top/bottom performers, coach specific reps

Integration Map

• FSM + dispatch: ServiceTitan / Jobber / Housecall Pro
• After-hours call handling: Goodcall / Avoca
• Field coaching: SalesAsk / Craft
• Follow-up automation: Hatch / ServiceTitan native
• Post-call analytics: Rilla

ROI Focus

The categories where AI is genuinely underutilized — and where ROI concentrates — are inbound call handling, sales coaching, and lead follow-up. Contractors seeing the biggest gains in 2026 run complementary tools across these four layers.

Delivery Format

• PDF field guide (this ebook)
• Copy-paste script templates
• Tool configuration checklists
• Weekly coaching cadence template

Success Metrics

• % of after-hours calls captured
• Close rate on in-home pitches
• Follow-up conversion rate
• Weekly coaching improvement score