SERVICE PREVIEW · New prospecting and software scope agreed before activation
LM CONSULTING GROUPLOCAL BUSINESS GROWTH

COMMERCIAL HEATING & HVAC · MANAGED B2B PROSPECTING

Keep the right facilities on your radar.
We help start the conversation.

Maintenance plans, heating service and HVAC project conversations. LM researches relevant businesses in your agreed service area, manages approved business email outreach and passes genuine interested replies to you.

See an opportunity example
WHO WE RESEARCH

Commercial accounts.
A territory that fits.

Facilities teams, property managers and commercial operators in your agreed territory.

Account fit comes first: your services, route, capacity and exclusions shape the list.

PROPOSED SERVICE · PRICE + VOLUME TO AGREE

ILLUSTRATIVE OPPORTUNITY · FICTIONAL ACCOUNT

Evidence first.
A conversation second.

EXAMPLE OFFICE A · EXAMPLE TERRITORY

Potential fit, not proven demand.

Public research example: A fictional office facility in the example territory has a public facilities contact and building information.

Why review it: A maintenance-plan conversation may be relevant. No fault, active project or buying intent is inferred.

Verification before outreach: Confirm business identity, territory, contact relevance, source date and exclusions.

APPROVAL-REQUIRED OUTREACH · SAMPLE

A relevant opening.

Hi [business contact],

We support commercial properties with heating & hvac in [approved territory]. Do you handle planned heating maintenance for this building? If it would be useful, I can send a short service overview.

Thanks,
[approved client sender]

Fictional copy for review. Verify relevance and approve sender identity, final wording, follow-up limits and an opt-out mechanism before use. No message is sent from this page.

A CLEAR DIVISION OF WORK

We research and manage outreach.
You quote and close.

Agree the territory.

You share service area, ideal account, exclusions, capacity and minimum job size. We agree the research scope and what counts as a fit.

Approve the approach.

We verify relevant public business information and draft outreach. You approve the approach, sender setup, audience, copy and outreach limits before launch. LM then manages routine work within that approved scope.

Take the conversation.

Genuine interested replies go to your approved contact. You qualify the need, arrange visits, quote, book and deliver the work.

Geographic research targeting means researching businesses in an agreed territory. It does not mean geofenced advertising. No jobs, reply rate or sales outcome is guaranteed.

ILLUSTRATIVE ONLY · FICTIONAL DATA

What reaches your desk.

INTERESTED-REPLY ALERT · EXAMPLE

Example business asked for details.

Reply: “Can you send a summary and tell us what a site visit would involve?”

Context: Commercial heating & HVAC outreach in the fictional example territory.

Next step: Client confirms fit and responds. This is an inquiry, not a booked job or qualified sale.

Reply handoff to approved client contact
WEEKLY REPORT · FICTIONAL SAMPLE COUNTS

A readable activity snapshot.

12 accounts researched · 8 fit the agreed criteria · 6 approved for outreach · 4 emails sent · 1 interested reply.

Two accounts excluded for territory mismatch. One reply passed to the client for a scope discussion. Next week: review remaining drafts and seasonal fit.

Sample counts illustrate report structure only. They are not promised volume or historical performance.

Simple tracker preview

Fictional accountEvidence reviewOutreachNext owner / action
Example account APublic source checkedDraft awaiting approvalClient / approve copy
Example account BTerritory confirmedInterested replyClient / discuss scope
Example account COutside territoryExcludedLM / no outreach

BEFORE LAUNCH

A short intake.
A documented plan.

You bring the business details.

Service territory and exclusions; ideal account and minimum scope; current capacity; service differentiators; approved reply contact; existing accounts to exclude; and approved business sender setup.

We agree how the work runs.

Research criteria and sources, review process, outreach volume and follow-up limits, suppression and opt-out handling, interested-reply routing, reporting format, commercial terms and launch approval.

No credentials, automation access or sensitive information are requested through this demonstration.

See the connected workflow.

Start with any individual service. Add another service or upgrade to a package when you’re ready; LM confirms scope and setup before activation.

START WITH THE FIT

Tell us where you want to grow.

Use LM’s existing inquiry form to start a conversation. Mention your industry and territory in follow-up. This does not enroll you in outreach or purchase a service.

Discuss my business with LM

This draft uses the existing inquiry route. Prospecting intake and commercial terms remain subject to review.