Discovery for HVAC manufacturers and their distribution network. We spend one day with your leadership team, then present where to focus first within 48 hours.
Who it's for
HVAC and building-product manufacturers selling through reps and distributors.
It fits best when:
- Marketing is busy and leadership hasn’t agreed on what to fix first.
- Your owner or president can spend one full day in the room with whoever leads sales and marketing, and wants a plan the team can start on Monday morning.
The problem
Most teams we meet have plenty going on. Campaigns go out and the trade show calendar fills up. Growth still feels stuck, and each department has its own theory why.
When nobody has named the one thing holding growth back, budget spreads across every idea and sales keeps asking marketing for help it can’t give.
Discovery names it in one day, with everyone who needs to agree in the same room.
Why we can move this fast
We’ve worked with more than 25 HVAC manufacturers and distribution partners over the last four years. We know how your distribution network works and how specifiers buy, so we know where to look. You skip the weeks of meetings it usually takes to get an outside team up to speed.
The on-site day
01
Before we arrive
You complete a short questionnaire a week ahead and send any prior plans. We show up having done our homework.
02
On the day
Six to eight hours with your owner or president plus whoever leads sales and marketing. We work in FLOW order:
- Focus: where you want the business to be in 12 months
- Locate: the one constraint limiting growth, checked across strategy, operations, channel, brand and marketing
- Optimize: what to work on first and what to set aside for now
- Win: who owns each move, agreed in writing before the day ends
03
Before we leave
The 48-hour debrief is on everyone’s calendar.
Within 48 hours
We present the findings live to your leadership team. You get:
- The constraint, named and ranked, with evidence from your own room behind it
- A 12-month focus and a 90-day ramp plan with owners and investment ranges
- An ownership map so every leader knows their part
- The executive deck and the written document to keep
Every recommendation traces back to something your team said and confirmed on site.
What you get
Your leadership team leaves agreeing on the first move, with a plan that has names and dates on it. If you want Nerd Herd to run your marketing after that, the roadmap already shows us where to start.
Investment
A fixed price, with all travel included. We share it on your 30-minute call.
Discovery is the first step before any ongoing work with us.
FAQ
Questions about Discovery
What is Discovery?
Discovery is one working day at your location with your owner or president and whoever leads sales and marketing. We work in FLOW order: Focus on where you want the business in 12 months, Locate the one constraint holding growth back, Optimize what to work on first, and Win, which sets who owns each move. Within 48 hours we present your roadmap live to your leadership team.
What do we get at the end?
The constraint holding growth back, named and ranked with evidence from your own team. A 12-month focus and a 90-day ramp plan with owners and investment ranges. An ownership map so every leader knows their part. The executive deck and the written document to keep.
Who needs to be in the room?
Your owner or president, plus whoever leads sales and marketing. Discovery works because everyone who has to agree on the first move is there for the full day.
How much of our team’s time does it take?
A short questionnaire about a week before we arrive, one on-site day of six to eight hours, and a live debrief within 48 hours.
Do you come to us? Is travel included?
Yes. Discovery happens at your location, and all travel is included in the price.
What happens after Discovery?
Your roadmap shows where to start. Most clients then move into a marketing strategy and plan, and then Nerd Herd builds and runs the marketing with them. Discovery is the first step before any ongoing work.
Find out what to fix first.
Book 30 minutes with Ashlei. We’ll talk through where growth feels stuck and whether Discovery is the right fit.
