Fyxie AI — Growth Proposal for WMS Heating & Air
Growth Proposal · Confidential
Prepared June 2026
A revenue system for residential installs

More install-ready homeowners. Fewer tire-kickers.

A done-for-you Facebook acquisition system that hands your team qualified, income-screened homeowners in Monroe who are ready to replace — backed by an AI caller that books them while they're still hot.

Prepared for
Herman — WMS Heating & Air
Market
Monroe, Louisiana
Goal
Residential system replacements
01 — Where you are

You're already winning. You just want a cleaner pipe.

From our call, here's what I heard. You're running close to $820K a year, you know how to close, and Google has been doing its job — but you're not sure the spend is pulling its weight, and you want to shift the mix toward residential installs instead of apartment-complex work.

Working, but pricey

Google brings intent — at a cost

Google catches the "I need it now" homeowner, so it closes. But that buyer is rare for system replacements, and you're paying premium for every click whether they convert or not.

Burned before

Facebook leads felt like tire-kickers

You've run Facebook before and got window-shoppers. Fair. That happens when there's no qualification gate and no instant follow-up — the lead goes cold before anyone calls.

The real target

Residential installs, not complexes

You want to tilt the business toward $8,500 residential replacements — the high-margin work — and away from the apartment volume that's been eating your calendar.

Your hard line

No wasted truck rolls

You've driven out to people who couldn't get financing or afford the job. You want leads filtered for income and intent before anyone gets in a truck. We build that in.

02 — Why this Facebook is different

We create demand. Then we protect the campaign that finds it.

Google captures the 1% who are already searching. Facebook lets us go after the 20% whose system is aging out but who haven't started looking yet — as long as the campaign is built to filter hard and stay clean.

01

Hyper-qualify before they ever count as a lead

Every prospect manually answers a short form — no auto-fill. That single design choice screens out the click-and-forget crowd and keeps the people who are serious enough to type their own answers.

02

Protect the campaign's "DNA"

Here's the part most agencies miss. People looking 60–90 days out still get a chance to book a 10-minute consult — but we don't let Facebook tag them as leads. If we did, Facebook would go find more people like them. We only feed Facebook your best 30-day buyers, so it keeps hunting for more of exactly those.

03

An AI caller hits the lead the second it lands

The moment a qualified homeowner submits, our AI caller dials them and works to book a 10-minute consultation onto your calendar. The whole job is to get a real person — you or a tech — on the phone while the homeowner is still interested.

04

Your team gets scripts — and real training

Facebook leads aren't Google leads; they need follow-up and a different conversation. I'll give your guys the call scripts, office scripts and cadences, and I'll personally jump on a one-hour session to train them to deliver it naturally — frameworks, not robot reading.

03 — Built for your exact filters

Income. Intent. Neighborhood. Down to the ZIP.

This is the part you asked for directly, and it's the heart of the build for WMS. The qualification funnel is set up so a lead has to earn its way through every gate before it ever reaches your phone.

1Are you a homeowner in [your target Monroe ZIPs]?Must pass
2Is your system 8+ years old?Must pass
3How soon are you looking — within 30 days?Best buyers
4Income / financing-readiness screenNo wasted rolls
5Book a 10-min consult on your calendarHot handoff

Targeting the aging-out neighborhoods: Monroe has whole subdivisions that went in 15–16 years ago and are hitting replacement age right now. We can lock targeting to those specific ZIP codes and income bands so your ad budget only chases homes that can actually buy — exactly the ground you said is ripe.

04 — The numbers for WMS

Why this works at your ticket.

Louisiana is the most efficient market I'm running right now. Cost per lead here is sitting around $30–$40 — my Connecticut clients pay $180 for the same lead. At your margins, that gap is the whole opportunity.

$8,500
Your average install ticket
~30%
Your close rate
$30–40
Cost per lead, LA market
vs $180
Same lead in Connecticut

What "10 installs a week" actually costs

Qualified leads to hit 10 installs (~30% close)~33 leads
Ad budget at $30–40 per lead~$1,000–1,300
Revenue from 10 installs at $8,500$85,000
Approx. gross profit (≈$3,000–4,000 / install)$30,000–$40,000

Illustrative, not a guarantee. The first 30 days exist to find your real numbers — true cost per lead and true close rate — so we can scale budget against proven economics instead of hope.

05 — Recent results

This isn't theory. It's running right now.

Louisiana · < 30 days in
19 leads at $25 each

Same market as you. In under 30 days: 3 system installs already completed, plus several in-home consultations still booked on the calendar — all on a starter ad budget.

Atlanta · Reggie
8 installs in 2 weeks

Off the same $50/day starting ad spend. Happy to put you on the phone with Reggie directly — he makes himself available to walk people through what the system did for his shop.

I'll also pull up the live Louisiana dashboard for you this week so you can see the leads and the spend with your own eyes — not a screenshot, the actual account. Past results are examples, not a promise of identical outcomes.

06 — Your investment

Two ways to start. Both low-risk by design.

In the community we run this as a $7,500 / 90-day program. You don't know me yet, so for the first 30 days we keep your risk small while I prove the system on your market. Here's the offer exactly as we discussed.

Option A · Launch
$1,000 setup
One-time · first 30 days
  • Full Facebook campaign build & testing
  • AI caller that dials leads instantly to book consults
  • Hyper-qualifying funnel (homeowner, age, intent, income, ZIP)
  • GoHighLevel CRM built for you (included)
  • Call scripts, office scripts & follow-up cadences
  • 1-hour live training session for your team
  • Market & competitor research for Monroe
  • White-glove — we handle everything
Start with Launch — $1,000 →
Secure checkout · powered by Fyxie AI
Most complete
Option B · Launch + Automation
$1,500 setup
One-time · first 30 days
  • Everything in Option A
  • Full CRM build with complete SMS automations
  • Automated text + email the instant a lead comes in
  • AI text agent so no lead sits unanswered
  • Best fit if you'd rather we run the whole follow-up engine
Start with Launch + Automation — $1,500 →
Secure checkout · powered by Fyxie AI
+ $50 / day
Ad budget paid directly to Facebook — not to us. This is what actually buys the leads. We recommend starting at $50/day and scaling up against proven numbers. You control this lever entirely.

After the first 30 days we sit down and decide what the partnership looks like going forward. The model is performance-based — roughly 10% of the revenue we generate, scaled so it's never a drag while you're growing. One client doing $25K/month pays around $1,000; the structure flexes so we win when you win. We're a growth partner, not a fixed expense.

Note: the $1,000 setup is the management fee for building the entire system — campaigns, AI agents, CRM, research and training. It is separate from the Facebook ad budget above. Both options include the GoHighLevel CRM (a ~$300/mo value) at no extra cost — it's hosted on our agency account, and you can log in and use it or just have leads texted straight to your phone. Your call.

07 — How it rolls out

From yes to live, fast.

Step 1

Secure your spot

You approve the option. I send a payment link for the setup fee.

Step 2

Onboarding

Short onboarding link so I can build your offer — financing, what makes WMS different, ethical edge over competitors.

Step 3

We build

Campaign, AI caller, qualifying funnel and CRM all built out white-glove. Your $50/day is queued to Facebook.

Step 4

Launch & train

Ads go live, leads start flowing, and I train your team to convert them. Then we test and tune through peak season.

Peak season's about to hit. Let's get ahead of it.

You said you want 10 installs a week and the calendar booked out. The fastest way there is to launch before the rush — not chase it. I'll call you tomorrow to lock in your option and get the build started.

Choose your option →
Daniel Fernandez Founder, Fyxie AI · Orlando, FL
AI-powered acquisition systems for home-service businesses

This proposal is prepared exclusively for WMS Heating & Air and reflects the scope discussed by phone. Results referenced from other clients are illustrative examples of past performance and are not a guarantee of specific outcomes; results depend on market, budget, offer and close execution. Facebook ad spend is paid directly to the platform and is separate from Fyxie AI's setup and management fees. Pricing valid for 14 days from the date sent.