Book a Strategy Call
Alan
Co-founder. Onboarding and client operations

Alan

Alan co-founded Scale Theory with his brother Sam. He owns everything that happens after a homeowner answers the qualifier: the CRM, the 60-second reply, the booking on your calendar, the day 1, 3 and 7 estimate follow-up and the Friday report.

He sets up each client's CRM, calendar, text templates and automations during onboarding, and he is the person you talk to week to week once the ads are live. He works US hours from Sydney.

Alan writes the guides on qualifying, speed to lead and follow-up, the parts of the system he runs.

Contact: hello@scaletheory.com.au.

Written by Alan

6 guides

Lead generationCentral AC install leads

How to get more central AC installation leads

How to get more central AC installation leads: the 6 questions that sort installs from repairs, the 60-second reply, and the math for 6 more installs a month.

Alan · 9 min read
ConversionGetting more reviews

How to get more Google reviews for your HVAC company (without breaking Google's rules or the FTC's)

How to get more Google reviews for HVAC: when to ask after an install, 2 message templates, and what Google and the FTC ban, from incentives to review gating.

Alan · 9 min read
ConversionLeads into booked estimates

How HVAC companies get more booked estimates from the leads they already have

Most HVAC leads never reach your calendar. Here are the 6 places booked estimates leak between the form and the driveway, and how to fix each one.

Alan · 10 min read
StrategyHeat pump leads after 25C

Heat pump installation leads: how to market heat pumps in 2026

Heat pump installation leads in 2026: the federal 25C credit ended for installs after 2025, so here are 4 buyer types to target and what to say to each.

Alan · 9 min read
ConversionThe follow-up texts

HVAC lead follow-up: the 60-second reply and the day 1, 3 and 7 texts

HVAC lead follow up that books and closes: the 60-second first reply, 3 texts on days 1, 3 and 7 after the estimate, and the consent rules to know first.

Alan · 10 min read
Lead generationYour Google profile

HVAC Google Business Profile: setup, service areas and what gets profiles suspended

HVAC Google Business Profile setup done right: hide your address, 20 service areas max, the name and category rules, and 6 things that get profiles suspended.

Alan · 9 min read
Free strategy call

15 minutes. Your ads, your competitors' ads, your numbers.

Before the call we pull your current Google and Meta activity and the HVAC contractors advertising in your metro. On the call we show you what we found and what a booked replacement estimate should cost you. If it is not a fit, we say so in the first five minutes.

Book a Free Strategy Call
Book a Strategy Call