Questions owners actually ask.
Straight answers, in the same plain terms as the pricing page. Anything not settled here gets settled on a call.
What this adds when the shop already follows up.
Most shops send some follow up. What is usually missing is the record behind it: a reason against every unresolved estimate, an owner for the next step, and a queue that ranks the work by dollars and how alive the customer still is. Kopikat Research does not replace the follow up that already happens. It finds the estimates that never got a second contact, and the ones nobody can explain, and puts a process behind them.
Why another layer on top of ServiceTitan.
ServiceTitan, Housecall Pro and Jobber hold the records, and they stay. Nothing gets replaced and nothing gets migrated. Software fires off records, and an estimate that dies without a record fires nothing. The Kopikat layer exists to put reasons, owners and timing against the rows the CRM already has, and to catch the opportunities that never became rows at all.
What the $3,000 diagnostic is.
Not a single meeting: several working sessions grounded in your own estimate records, not industry averages. It maps what happens to a replacement estimate from the moment it does not close to the moment it sells, dies, or sits unresolved, with suggested conversations with the people who write estimates, work them, and handle financing. Suggested, never required. It ends in a written report another team could execute.
The diagnostic can recommend building nothing.
That is a real outcome, not a sales line. Where the existing process already works, or the unsold volume is too small to justify a build, the report says so and the engagement ends there. The written report keeps its standalone value either way: where the process breaks, what should be left alone, and what to change even if nothing gets built, with the full picture of your unsold book attached. A diagnostic that can only ever recommend buying more is not a diagnostic.
The difference between the managed build and the standalone build.
The managed path is available now: Kopikat Research builds the system and stays responsible for running it month to month. The standalone path is not currently available for purchase or scheduling. Shops may inquire about future availability.
The managed build costs less up front for a plain reason.
A managed engagement creates an ongoing operating relationship, so the implementation and the operation are priced separately. The standalone option is not currently available.
What the monthly fee pays for.
Not for sending follow up messages, and not for results already proven. It pays for the operation being run and owned after launch: the queue watched and ranked, reasons and handoffs checked against the record, exceptions worked by hand, timing and ownership rules tuned, the people using it supported, and the evidence behind every recovered dollar kept intact.
The operation does not run itself after launch.
The software can run a workflow. That does not mean the operation runs itself. Reasons drift, handoffs slip, the queue stops matching how the shop actually runs, and a process nobody watches quietly stops being followed. The monthly work is keeping the machine honest, not keeping it switched on.
A strong sales manager can own this internally.
Absolutely. Where that capability exists in house, the diagnostic can document what an internal build would require. The standalone Kopikat build itself is not currently available.
What this does to management burden.
A successful implementation reduces it. Managers handle the exceptions that genuinely need judgment, and the process design handles the repetition. It does not add another system that needs babysitting. If it works out otherwise, the design was wrong.
How recovered dollars are counted.
Every recovered dollar is filed in one of four buckets: Kopikat initiated, Kopikat assisted, inbound with no Kopikat involvement, or unclear. All four are the shop's money, and only the first two are ever counted as this firm's contribution. What gets compared is gross profit, not top line, set against what the process costs.
There are no revenue guarantees.
Quoted unsold estimates are not lost revenue. The recovery percentage is not known in advance. Results are measured against the shop's own baseline, using the same season and the same crew. If the process does not beat that baseline, the report says so.
Who owns what.
You own your business: your customers, your CRM and every record in it, your employees, and the deliverables the engagement produces. Kopikat Research keeps its own methods: the diagnostic logic, the scoring and prioritization internals, the internal tooling and source code. The line is drawn so nobody ever feels trapped.
Taking the findings and implementing them independently.
A legitimate outcome, and the diagnostic is written so another team could execute it. One thing to know in advance: a shop that changes its workflows and builds new dependencies on its own, then asks this firm to take over later, gets reassessed first. Not as a penalty. The environment being implemented into is no longer the one that was diagnosed.
What happens when an assumption turns out wrong.
Assumptions get changed, not defended. If Kopikat Research fails to deliver something it agreed to deliver, it fixes that at its own cost. If the work is delivered correctly and the economics still disappoint, the evidence gets reviewed together before anybody decides what happens next.
What happens if the engagement ends.
“Every account stays in your name” means Kopikat does not take ownership of the shop's CRM, customer records, software accounts, phone numbers, domains, or other systems. The shop retains ownership and control. If this firm is fired on a Tuesday, nothing turns off on Wednesday.
Performance alignment is the intent.
Once the operation produces verified incremental results, the intent is shared risk: the client recovers an agreed part of the implementation investment first, and only after that can Kopikat Research earn more. Those mechanics get agreed in writing before launch, never invented after the results arrive.
The referral program is designed and not open.
It will focus on introductions between HVAC owners in markets that do not compete with each other, because this work helps each shop recover more of the work it already quoted rather than fight over the same new customer. Rewards wait until enough live implementations and measured results exist. The referral gets earned first.
The fastest way past a page like this is a conversation. Book a Zoom call and choose a time that works for you.
Or contact Kopikat Research directly at cesar@kopikat.io.