Sample output (template)

Target Brief — HVAC Services Co. (Example)

This is a representative format, not a real company. Scores are directional signals to prioritize diligence and outreach angles.

Snapshot

Region: Southeast US
Service lines: Residential HVAC, maintenance plans
Scale: ~12–18 techs, multi-crew dispatch
Why now: Owner-operator + second layer forming

Scorecard

Customer Love86

Employee Care78

Owner Openness72

AI Upside83

Composite is not a valuation—use it to rank outreach and diligence.

Evidence snippets (public signals)

Reviews: high recency + consistent “on-time / transparent / respectful tech” themes.
Complaints: occasional “missed call” / “slow scheduling” indicates dispatch load.
Hiring: job posts mention training and benefits (signal, not verified).

Outreach angle

“We invest in tools that reduce missed calls and after-hours burden while protecting what customers already love about the brand. We’re long-term operators—not flippers.”

90-day AI value creation plan (operator-friendly)

Weeks 0–2: baseline missed-call rate, booking conversion, dispatch utilization.
Weeks 2–6: 24/7 call capture + booking + post-call summaries into CRM.
Weeks 4–10: dispatch assist (schedule suggestions, job prep checklists, parts prompts).
Weeks 8–12: CX flywheel (ETA updates, review prompts, complaint triage).

Diligence questions (fast screen)

What % of revenue is maintenance plans / membership?
How many calls are missed per week during peak?
Who runs dispatch today, and what tools are used?
What benefits are actually offered (not just posted)?
Is there a GM/ops lead who can run day-to-day post-close?

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