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On getting sued & 98% booking rates

On getting sued & 98% booking rates

How This HVAC Company Went from 75% to 98% Booking Rate (Without Hiring Anyone New)

January 23, 2025

When Dave Schmidt got sued for a million dollars, he made one of the most important decisions of his business career.

Not to mention…

They figured out how boost their booking rate from 75% to an astounding 98%... without hiring a single new CSR.

In our latest episode of Service Business Mastery, we sat down with Dave Schmidt from Frederick Air and Boris Valkov (former Facebook AI leader) to uncover how they have achieved what many believe is impossible.

Here's what makes this episode a must-listen:

🔍 The shocking truth about most companies' "real" booking rates (hint: they're way off)

💡 The counterintuitive approach Frederick Air took that made their CSRs actually WANT to be monitored

🤖 Why this ex-Facebook AI expert left his cushy job to solve problems in the HVAC industry (and what he discovered)

🎯 The exact method they used to identify which CSRs struggled with morning calls vs. afternoon calls (and their brilliant solution)

But perhaps the most valuable takeaway? Dave reveals how they transformed their entire approach to customer service data without creating any extra work for their team. As he puts it:

"Any kind of AI model is not going to solve any problem. It's going to make your problem cost you a lot less money."

This episode of Service Business Mastery is brought to you by:

In case you haven’t heard about this AI company that’s taking the trades by storm…

Rilla records your Technician visits and sales appointments to give you 100% accurate data on performance. It’s the end of ride-alongs.

Learn more »

3 Ways To Experience The Full Episode:

▶️ YouTube

📝 The Show Notes