Sample report

Sample report: the missed calls and quiet quotes costing an HVAC company revenue

A complete sample Heimdall report for a 34-person HVAC company in Virginia. Every section a client gets, with every number worked out in the open.

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Sample report, page 3: the summary, with four findings and a table of five leaks totalling about 552,000 dollars a year in expected revenue. Some figures are blacked out.
Sample report, page 8: the missed-call leak, with the formula, where each input came from, and conservative, expected and upside figures. Some figures are blacked out.
Figures blacked out in the preview

What is inside

Seventeen pages, in reading order

Page 3
Summary: four findings, the leak total, the top three fixes.
Page 4
Scope and method: who I spoke to, which data, which dates.
Pages 5 to 6
The job flow as designed versus as it runs.
Pages 7 to 11
Five leaks, each with its arithmetic.
Pages 12 to 14
Top three fixes, conservative to upside.
Pages 15 to 17
What not to automate, the baseline, appendices.

The structure, the method and the arithmetic are exactly what your shop gets.

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  • 17 pages, US Letter
  • Every figure with its working
  • Readable in about 15 minutes

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