Case study · Home services
From independent shops to one network with shared scale.
HVAC company network
- Client
- HVAC company network
- Sector
- Home services
- Stage
- Mid-sized
The client
The business
A group of heating, ventilation and air-conditioning companies serving homes and businesses. Its core operation is installation, maintenance and repair, delivered by field technicians dispatched from several locations.
The starting point
The challenge
Several HVAC businesses operating independently, each with its own systems, pricing, and service standards.
The transformation
What changed
- 1Defined a shared operating model and service standards
- 2Moved all locations onto a common field service and CRM platform
- 3Centralized marketing and lead generation
- 4Launched network-wide KPI dashboards and a technician hiring and training program
The result
Growth, on a stronger foundation
- A consistent customer experience across locations
- Economies of scale in marketing and purchasing
- A platform ready for further acquisitions
These are real businesses Shermand has served over time. To protect our clients, names and sensitive information have been withheld. More details, and references where clients agree, can be shared on request.
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