Robby growth playbook

Replace the two blog boxes with product-matched ones. Sales, replacement and pricing topics get a Pitch Pro box ("Show homeowners why the premium option is worth it") with the homepage close-rate and ticket figures once they are sourced (idea 3). Service, maintenance and callback topics get a Service Pro box built around equipment health and memberships. Point every button straight at the Cal.com intro call, with a UTM tag per post, so blog-sourced demos can be counted. Update the $135K post: add a dated note that Robby's product has moved to Pitch Pro and Service Pro, and either show how the figure was measured or replace it with the homepage figures. Remove "hundreds of HVAC companies" unless it can be backed up; the site shows 12 logos. Finally, add one sentence to each interview's closing section linking the operator's problem to the relevant Robby product.

Readers of a long operator interview are warm, but a box that describes a different product breaks the thread at the moment they are ready to act. Matching the call to action to the post's topic and the current product is the cheapest conversion fix on the site. Unsourced numbers also cost trust with owners who are, as the interviews themselves show, sceptical of AI vendors.

[ ] Tag all 11 posts: sales (Pitch Pro) or service (Service Pro)
[ ] Pitch Pro box. Headline: "Show homeowners why the premium option is worth it." Line: "Personalized proposals with options, add-ons and 10-year cost of ownership, signed on the spot and synced to ServiceTitan."
[ ] Service Pro box. Headline: "Turn every service visit into a clear next step." Line: "Equipment health, options and the value of membership, shown at the end of the visit."
[ ] Every button goes straight to the Cal.com intro call with utm_source=blog&utm_content=<post-slug>
[ ] Dated product note on the $135K post, with the method or sourced replacement figures
[ ] "Hundreds of HVAC companies" removed unless backed up
[ ] One bridging sentence at the end of each interview
[ ] Weekly count of blog-sourced bookings

• Losing the $135K figure removes a strong hook

  Keep it only if the method can be shown; otherwise lead with the sourced close-rate and ticket figures.

• Small traffic makes the change hard to measure

  Track bookings per post with UTM tags and read results over two months.

• Your websiteBlog demo boxes (on the guide and interview posts): "Ready to automate your HVAC documentation?" with "Join hundreds of HVAC companies using Robby to boost revenue and reduce callbacks", and a sidebar "See how Robby automates documentation and drives $135K in additional revenue per technician"; their "Book a Demo" buttons go to "/#book" on the homepage while the header goes straight to the Cal.com intro call; neither box names Pitch Pro or Service Pro.Source
• Your website"How AI Documentation Boosts HVAC Revenue by $135K Per Technician" (March 10, 2026) describes Robby as software that listens to and observes service calls and syncs records to ServiceTitan or Housecall Pro; the $135K is called an average across residential HVAC users ($78,000 from about 14 extra replacements, $22,500 from about 45 new maintenance agreements, $18,000 from add-ons, $16,500 from fewer callbacks), with no sample size or method given.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source
• Site historyIn January 2026 the homepage headline was "The AI assistant for HVAC technicians"; it is now "Sales and service perfected." The domain was registered in October 2025.Source

Publish /pitch-pro and /service-pro. Each page shows the problem in the homepage's words, three screenshots (options carousel, 10-year cost view, signature), the feature list from the changelog, who uses it (comfort advisors or technicians), how it connects to ServiceTitan, and a demo button. Link both from the header and from the blog boxes in idea 1.

A buyer who has been told about Pitch Pro, or who searches for "HVAC proposal app", needs a page to land on and to forward internally. Product pages also give each feature something to rank for.

• Screenshots show customer data

  Use a demo account with invented homeowners.

• Features change quickly

  Pull the feature list from the changelog each month.

• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source
• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteSupport page: Pitch Pro is an iPad app for authorized HVAC contractors to create and present replacement proposals in the home; it needs an account from the contracting company, installs through the App Store or TestFlight, and support is by email.Source

For each figure, add a small footnote: which customer (or how many companies), how many advisors or technicians, the period, and what it was compared against. Where a customer agrees, name them with a one-line quote. Where a figure cannot be backed up, replace it with one that can.

Sourced numbers convert sceptical operators better than round claims. The work also produces the raw material for case studies (idea 9).

• Small samples look weak

  State them honestly; a named early customer is more credible than an unsourced percentage.

• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your website"How AI Documentation Boosts HVAC Revenue by $135K Per Technician" (March 10, 2026) describes Robby as software that listens to and observes service calls and syncs records to ServiceTitan or Housecall Pro; the $135K is called an average across residential HVAC users ($78,000 from about 14 extra replacements, $22,500 from about 45 new maintenance agreements, $18,000 from add-ons, $16,500 from fewer callbacks), with no sample size or method given.Source
• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source

Build one sample proposal for an invented homeowner in a demo account, with three options, add-ons, the 10-year cost view, the neighborhood map and the signature step. Put the link on the homepage, the Pitch Pro page and in outbound emails as "Open a sample proposal". End the proposal with a banner: "Want this for your comfort advisors? Book 20 minutes."

Owners judge a proposal tool by how it looks to a homeowner, and a link they can open and forward to their sales manager does that better than any screenshot. It uses a feature that already exists.

• Competitors copy the format

  The value is in the sync, data and follow-up, not the layout.

• Prospects try to sign

  Replace the signature with a "this is a sample" step.

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source

One page: what syncs in each direction, what happens when a homeowner signs, what the office sees in ServiceTitan, setup time and permissions, and a short diagram. Add a Housecall Pro section if that sync is still supported. Link it from the product pages and the header.

Integration is the main objection for a tool that sits next to the system of record. A clear page ends that objection before the call and ranks for "ServiceTitan proposal app" searches.

• Trademark use

  Follow ServiceTitan's partner naming rules and describe the integration factually.

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Competitor researchServiceTitan's own HVAC proposals "quickly builds good-better-best proposal options" from a visual pricebook on mobile, and dashboard tags and filters let teams "follow up with customers who never responded to estimates".See the research Source
• Your website"How AI Documentation Boosts HVAC Revenue by $135K Per Technician" (March 10, 2026) describes Robby as software that listens to and observes service calls and syncs records to ServiceTitan or Housecall Pro; the $135K is called an average across residential HVAC users ($78,000 from about 14 extra replacements, $22,500 from about 45 new maintenance agreements, $18,000 from add-ons, $16,500 from fewer callbacks), with no sample size or method given.Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source

Make one decision and show it everywhere. If pool and spa is a real segment, add it to "Who's Robby for" with a short line on how Pitch Pro handles pool equipment, and give it its own outbound list. If not, keep the logos as proof of breadth but stop featuring trades Robby does not sell to. Align the support page wording either way.

A clear list of trades helps the right buyers recognise themselves, and it tells the GTM engineer which lists to build.

• Narrowing loses leads

  Keep a general demo form for other trades.

• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source
• Your websiteSupport page: Pitch Pro is an iPad app for authorized HVAC contractors to create and present replacement proposals in the home; it needs an account from the contracting company, installs through the App Store or TestFlight, and support is by email.Source

Link the line to Robby's LinkedIn page. Add a one-field email signup ("One operator interview a month, plus what's working in the field") under each post and on the blog index, and send a short monthly email with the newest interview and one product note.

It keeps interested owners and GMs in reach until replacement season or a budget decision, at no cost.

• No time to write monthly

  One interview a month is enough; reuse the interview itself.

• Your websiteOperator interview (June 14, 2026): the featured HVAC business is described as running on ServiceTitan and is not described as a Robby customer; the post never names Pitch Pro or Service Pro, discusses outside AI tools, and its closing pitch is "AI-powered estimate generation"; the line "Follow along on our blog and LinkedIn" has no link.Source
• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source

Rebuild the calculator for Pitch Pro and Service Pro. Inputs: replacement proposals a month, current close rate, average ticket, service visits a month and membership sign-up rate. Outputs: extra revenue from the sourced lifts (idea 3), shown as a range. Offer an emailed PDF in exchange for an email address, and pass the answers to the demo booking.

Owners think in close rate and ticket. A calculator in their own numbers starts the business case they need for partners or a PE sponsor, and captures leads who are not ready to book.

• Overpromising

  Show ranges and the source of each lift.

• #3 Put a customer, a sample size and a time period next to each homepage figure

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source

Interview one sales leader or comfort advisor and one service manager at three logo customers. Keep the operator voice, and add a results box: close rate, ticket and memberships before and after, with dates. Publish them at /customers and use them in demo boxes, outbound and the homepage.

Contractors trust other contractors. The team already knows how to run these interviews and only needs to point them at customers.

• Customers will not share figures

  Offer percentages instead of dollars.

• #3 Put a customer, a sample size and a time period next to each homepage figure

• Your websiteOperator interview (June 14, 2026): the featured HVAC business is described as running on ServiceTitan and is not described as a Robby customer; the post never names Pitch Pro or Service Pro, discusses outside AI tools, and its closing pitch is "AI-powered estimate generation"; the line "Follow along on our blog and LinkedIn" has no link.Source
• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source

Treat the interview as the first meeting. Before recording, learn how the business sells replacements. After it, send the draft for review together with a sample proposal built for one of their own recent jobs and an offer of a 30-day pilot with a measured baseline (idea 13). Ask every interviewee for two introductions to peers. Keep the editorial piece independent of whether they buy.

The content already gets Robby in front of the right owners. Adding a specific, low-risk next step turns a content programme into pipeline without changing its tone.

• Interviewees feel sold to

  Publish regardless and make the offer once, after the draft.

• #13 Record a close-rate and ticket baseline before every rollout, so each customer becomes a measured result

• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source
• Your websiteOperator interview (June 14, 2026): the featured HVAC business is described as running on ServiceTitan and is not described as a Robby customer; the post never names Pitch Pro or Service Pro, discusses outside AI tools, and its closing pitch is "AI-powered estimate generation"; the line "Follow along on our blog and LinkedIn" has no link.Source
• PressLaunch write-up (February 26, 2026): "Turning every technician visit into additional revenue"; "several paying customers" each uncovering six figures in revenue opportunities a week; $40k closed in the first hour of launch day; the founders asked for introductions to home services owners and GMs.Source

Phase 1: let the contractor enter its financing plans (rate and term), and show an estimated monthly payment under each option and in the 10-year cost view. Phase 2: connect one lender that ServiceTitan contractors already use, so homeowners can apply from the proposal link.

The homepage problem is that homeowners "can't understand why it's worth it". A monthly figure next to the lifetime saving makes the premium option affordable as well as sensible, and it closes a gap competitors use in demos.

• Consumer lending disclosure rules

  Show estimates with the contractor's own plan terms and get the wording reviewed before launch.

• Competitor researchSubcontractorHub's EasyQuote shows good, better and best tiers on one screen "with efficiency ratings, warranty terms, and monthly financing for each", connects to several lenders, and collects an e-signature before the rep leaves.See the research Source
• Competitor researchPricebook Digital's PricebookPlus, a proposal platform for residential HVAC dealers, integrates ServiceTitan, Housecall Pro, Wells Fargo financing and JB Warranties, works with distributors and manufacturers, and says it is "Trusted by Thousands of HVAC professionals".See the research Source
• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source

Write three dated, factual pages: Robby with ServiceTitan's proposals (what Robby adds on top: personalization, 10-year cost, neighborhood proof, AI follow-up, Service Pro), Robby vs PricebookPlus, and Robby vs EasyQuote. Include a table, when each rival is the better choice, and how switching or running both works.

Comparison searches are high intent. Being honest about where rivals are stronger makes the rest of the page believable.

• Upsetting ServiceTitan as a partner

  Frame the ServiceTitan page as "works with", not "versus".

• #5 Publish a "Works inside ServiceTitan" page showing the two-way sync and automatic estimate fulfillment

• Competitor researchServiceTitan's own HVAC proposals "quickly builds good-better-best proposal options" from a visual pricebook on mobile, and dashboard tags and filters let teams "follow up with customers who never responded to estimates".See the research Source
• Competitor researchPricebook Digital's PricebookPlus, a proposal platform for residential HVAC dealers, integrates ServiceTitan, Housecall Pro, Wells Fargo financing and JB Warranties, works with distributors and manufacturers, and says it is "Trusted by Thousands of HVAC professionals".See the research Source
• Competitor researchSubcontractorHub's EasyQuote shows good, better and best tiers on one screen "with efficiency ratings, warranty terms, and monthly financing for each", connects to several lenders, and collects an e-signature before the rep leaves.See the research Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source

Standard rollout kit: pull the last 90 days of proposals, close rate, average ticket and membership sign-ups from ServiceTitan before go-live, and agree on success measures with the customer. Report at days 30, 60 and 90 in a one-page scorecard. Use the scorecards for renewals, case studies (idea 9) and homepage figures (idea 3).

Customers see their own results, which protects renewals. Robby gets a steady supply of proof without extra sales effort.

• Seasonality skews results

  Compare with the same months last year where data allows.

• HiringCareers page: three open founding roles, all in New York: Founding Engineer ($150K-$250K, 0.50%-1.00% equity), Founding GTM Engineer ($130K-$200K, 0.25%-0.75%) and Founding Forward Deployed Engineer ($140K-$220K, 0.25%-0.75%), applied for through Y Combinator's job board.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• PressLaunch write-up (February 26, 2026): "Turning every technician visit into additional revenue"; "several paying customers" each uncovering six figures in revenue opportunities a week; $40k closed in the first hour of launch day; the founders asked for introductions to home services owners and GMs.Source

Profile the 12 logos (trade, size, number of comfort advisors, ServiceTitan use, membership programme, region). Build a lookalike list of contractors that match, find the sales manager or GM, and run a short sequence whose first line is the sample proposal (idea 4), followed by a relevant customer story (idea 9).

A tight list matched to proven customers, opened with something useful to look at, beats generic AI-tool outreach that owners already ignore.

• Email deliverability

  Send from a separate warmed domain at low volume.

• Hire not yet in place

  A founder runs the first 100-contact wave.

• #4 Let buyers open a real sample Pitch Pro proposal on their own phone

• HiringCareers page: three open founding roles, all in New York: Founding Engineer ($150K-$250K, 0.50%-1.00% equity), Founding GTM Engineer ($130K-$200K, 0.25%-0.75%) and Founding Forward Deployed Engineer ($140K-$220K, 0.25%-0.75%), applied for through Y Combinator's job board.Source
• Y CombinatorProfile: Winter 2026 batch, founded 2025, team of 3 in New York; "AI agents that grow revenue for home services businesses", combining customer and third-party data to generate leads, giving technicians talking points, capturing insights through voice AI and giving GMs one dashboard; the COO was previously a consultant in "PE software and home services transformation".Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source

Each month, publish the changelog entry and send a short note to customer admins and, where they agree, to their advisors and technicians, by email or in the app: one feature, a 30-second clip of using it in a proposal, and one customer tip. Track feature use before and after each note.

Adoption of new features is what turns a pilot into a renewal, and a visible release rhythm shows buyers that a small team ships.

• Customers dislike direct contact with staff

  Send to admins by default and to field staff only with permission.

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteSupport page: Pitch Pro is an iPad app for authorized HVAC contractors to create and present replacement proposals in the home; it needs an account from the contracting company, installs through the App Store or TestFlight, and support is by email.Source

For each Pitch Pro customer, propose a 30-day Service Pro pilot with one crew. Show how service-visit findings feed advisor leads (idea 22), measure membership sign-ups against the rest of the fleet, and price the expansion per technician.

Expansion into a trusting account is cheaper than a new logo, and the sales-plus-service pairing is the difference Robby claims over single-purpose proposal tools.

• Technicians resist new tools

  Pick a crew lead who asks for it, and keep the flow to a few taps.

• #13 Record a close-rate and ticket baseline before every rollout, so each customer becomes a measured result

• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your websiteSupport page: Pitch Pro is an iPad app for authorized HVAC contractors to create and present replacement proposals in the home; it needs an account from the contracting company, installs through the App Store or TestFlight, and support is by email.Source

One page: the pricing basis, what a 30-day pilot includes (setup, ServiceTitan connection, training, baseline and scorecard), what the customer provides, typical time to first signed proposal, and the decision at day 30. Optionally add a "from" price for the pilot. Link it from the product pages and the demo confirmation email.

It answers the questions owners and PE operating partners ask before they agree to a call, and turns "book a demo" into a defined, low-risk next step.

• Anchoring larger accounts low

  Show the pricing basis, not the price, for multi-location accounts.

• #13 Record a close-rate and ticket baseline before every rollout, so each customer becomes a measured result

• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source
• Competitor researchPricebook Digital's PricebookPlus, a proposal platform for residential HVAC dealers, integrates ServiceTitan, Housecall Pro, Wells Fargo financing and JB Warranties, works with distributors and manufacturers, and says it is "Trusted by Thousands of HVAC professionals".See the research Source

Each month, take one anonymised replacement proposal (from a customer, with permission, or a typical industry format), show how a homeowner reads it, and rebuild it in Pitch Pro with notes on what changes the decision. Publish it as a post, a LinkedIn carousel and a short video, under a new "Sales" category.

It is useful to comfort advisors whether or not they buy, it shows the product in action, and it fills the content gap between operator interviews and HVAC tips.

• Customer or homeowner identifiable

  Remove names, addresses and prices that point to a person.

• Your websiteBlog index (11 posts, newest June 29, 2026): eight operator interviews of about 11 minutes each plus three HVAC guides from February and March 2026; two interviews are with window-cleaning and house-cleaning businesses; only two categories, "Business Growth" and "HVAC Tips"; no newsletter signup; nothing published since June.Source
• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source

Check the marketplace's partner requirements, prepare the listing (what Robby adds to ServiceTitan's proposals, screenshots, a customer quote), and apply. Do the same for any other field service platform Robby supports. Once listed, link the listing from the integrations page.

Contractors searching their own system's marketplace are already looking for a tool, and a listing reassures buyers that the integration is supported.

• Platform dependency

  Keep direct demand channels growing alongside the listing.

• #5 Publish a "Works inside ServiceTitan" page showing the two-way sync and automatic estimate fulfillment

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteOperator interview (June 14, 2026): the featured HVAC business is described as running on ServiceTitan and is not described as a Robby customer; the post never names Pitch Pro or Service Pro, discusses outside AI tools, and its closing pitch is "AI-powered estimate generation"; the line "Follow along on our blog and LinkedIn" has no link.Source

Publish /security: SOC 2 status (in progress or achieved, stated accurately), hosting, data handled and retention, access controls, how homeowner proposal links are protected, and a contact for security questionnaires. Update it when the audit completes.

It shortens security review for larger accounts and signals maturity beyond a three-person team.

• Overstating certification

  Say "in progress" until a report exists.

• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source
• Your websiteSitemap (19 URLs, checked November 10, 2026): homepage, blog and 11 posts, careers, changelog, support, SMS opt-in, privacy and terms. There are no Pitch Pro or Service Pro pages, case studies, integrations, pricing, comparison or security pages, and the ROI calculator from the changelog is not listed.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source

Package a platform offer: a pilot at two or three brands with baselines (idea 13), a cross-brand dashboard comparing close rate, ticket and memberships, central pricebook and proposal templates, and portfolio pricing. Build a target list of platforms from public sources and approach operating partners with the scorecards from existing customers.

One platform decision can bring as many locations as a year of single-company sales, and the founders' PE background matches how those buyers decide.

• Long, political deals

  Start with one brand GM who will champion it inside the group.

• Rollout capacity

  Hire the forward deployed engineer before signing a second platform.

• #13 Record a close-rate and ticket baseline before every rollout, so each customer becomes a measured result

• Y CombinatorProfile: Winter 2026 batch, founded 2025, team of 3 in New York; "AI agents that grow revenue for home services businesses", combining customer and third-party data to generate leads, giving technicians talking points, capturing insights through voice AI and giving GMs one dashboard; the COO was previously a consultant in "PE software and home services transformation".Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• HiringCareers page: three open founding roles, all in New York: Founding Engineer ($150K-$250K, 0.50%-1.00% equity), Founding GTM Engineer ($130K-$200K, 0.25%-0.75%) and Founding Forward Deployed Engineer ($140K-$220K, 0.25%-0.75%), applied for through Y Combinator's job board.Source

Score each serviced home on replacement likelihood (equipment age, condition found, repair history, membership status), show GMs a ranked list each week, and let a comfort advisor open a pre-filled Pitch Pro proposal from it. Measure how many replacements started from a Service Pro finding.

It gives owners a revenue number they can see each week, makes both products more valuable together, and moves Robby from proposal tool to growth system.

• Homeowners feel pushed

  Lead with honest equipment health and membership value, not pressure.

• Scoring is wrong early on

  Show the reasons and let GMs mark false positives.

• #16 Land with Pitch Pro, expand to Service Pro: offer every proposal customer a technician pilot

• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• Y CombinatorProfile: Winter 2026 batch, founded 2025, team of 3 in New York; "AI agents that grow revenue for home services businesses", combining customer and third-party data to generate leads, giving technicians talking points, capturing insights through voice AI and giving GMs one dashboard; the COO was previously a consultant in "PE software and home services transformation".Source
• PressLaunch write-up (February 26, 2026): "Turning every technician visit into additional revenue"; "several paying customers" each uncovering six figures in revenue opportunities a week; $40k closed in the first hour of launch day; the founders asked for introductions to home services owners and GMs.Source

Approach one regional distributor: offer its dealers a Pitch Pro pilot with the distributor's lines featured correctly (specs, rebates, warranties), and report proposal and close data on those lines back to it. In return, the distributor introduces Robby at dealer meetings and training days.

One distributor relationship reaches hundreds of contractors who already trust it, and Robby can offer something the distributor values: data on how its equipment sells in the home.

• Contractors want brand-neutral proposals

  Featured lines are the contractor's choice, never forced.

• Data sharing concerns

  Report only aggregated, contractor-approved figures.

• Competitor researchPricebook Digital's PricebookPlus, a proposal platform for residential HVAC dealers, integrates ServiceTitan, Housecall Pro, Wells Fargo financing and JB Warranties, works with distributors and manufacturers, and says it is "Trusted by Thousands of HVAC professionals".See the research Source
• Your websiteChangelog: "10-year cost of ownership view" comparing options over a system's life, "Proposal signature and acceptance" with "automatic ServiceTitan estimate fulfillment", "Public proposal links" that open on any device, a "Job neighborhood map" of nearby recent work, ServiceTitan two-way sync, AI text polish and iOS/iPad apps (April-May 2026); a February 2026 "ROI calculator" for operators on the marketing site; patching "as part of the SOC 2 program". The newest entry is May 2026, although the homepage has since been rebuilt around Pitch Pro and Service Pro.Source

Add a light poster image that shows at once, load the video only after the page is interactive (or on tap on mobile), serve a smaller mobile encode, and set long cache lifetimes on static assets. Re-test in PageSpeed.

A faster first view on weak mobile connections protects the first impression for owners clicking from outbound emails, at almost no cost.

• Less visual impact

  Keep the video on desktop and fast connections.

• Google PageSpeedNovember 10, 2026: mobile performance score 72 (desktop 99); in the lab phone test the largest element is the hero video and appears at 9.2s, the homepage downloads about 9.5 MB, and longer cache lifetimes could save about 6.3 MB. Real Chrome visitors pass Core Web Vitals: LCP 1.4s, INP 64 ms and CLS 0 at the 75th percentile.Source

Offer advisors a reward for an introduction to their sales manager or owner elsewhere that leads to a pilot. Add an "I use Robby" note to advisors' LinkedIn profiles if they want one. And when an active user's account is deactivated, ask where they went and offer their new company a pilot. Agree the approach with the customer first, so no customer feels Robby is recruiting its staff.

Peer recommendations from the person who uses the tool in the home are more persuasive than vendor outreach, and advisor job moves become a source of new accounts.

• Customers dislike vendors contacting staff

  Run it only with customer approval and opt-in.

• Your websiteSupport page: Pitch Pro is an iPad app for authorized HVAC contractors to create and present replacement proposals in the home; it needs an account from the contracting company, installs through the App Store or TestFlight, and support is by email.Source
• Your websiteHomepage (checked November 10, 2026): headline "Sales and service perfected."; two products, Pitch Pro ("Personalized homeowner presentations", interactive options and add-ons, AI-generated follow-ups) and Service Pro (equipment health assessment, options and add-ons, "The value of membership"); headline figures "10%+ increase in close rate", "$1,000+ increase in average ticket", "15% increase in new memberships" and "20% increase in average ticket", with no customer, sample or time period attached; 12 customer logos, two of them pool and spa companies, while "Who's Robby for" lists HVAC, Electrical and Plumbing at "$3M to $3B" in revenue; every call to action is "Book a demo", a Cal.com intro call; no pricing, testimonials or case studies.Source
• PressProfile (February 25, 2026): launched September 2025 after dozens of ride-alongs with HVAC technicians; a pre-seed round; "several early paying customers"; most AI in home services targets the office, while Robby targets the technician.Source