Example report
This is the full report we’d build for you, here filled with a sample HVAC shop’s numbers. Yours is built from your own.
Prepared for
Sunrise HVAC
HVAC · July 7, 2026
Projected net new profit, year one
$37,567
On conservative assumptions, after every reward and the cost of the software. Over three years, that compounds to $209,641 in net new profit that your business keeps.
Built from the numbers provided by Maria Delgado.
The bottom line
Referral BoosterBased on a conservative analysis of your business, a referral program run through Referral Booster turns your happiest customers into a measurable, low-cost growth channel. Here is what it could mean for Sunrise HVAC:
$37,567
Net new profit, year one
$209,641
Net new profit, three years
7.2×
Gross profit per $1 of program spend
Under 3 months
Payback period
3 jobs
Referred jobs all year to cover the software
$100–200
Cost to win a job (paid only when it closes)
Your business today
Referral BoosterThese are the numbers this report is built on. Where you didn’t give us a figure, we used a conservative industry average and labelled it.
| Trade | HVAC |
| Locations | 1 |
| Completed jobs / month | 50 |
| Average revenue per job | $5,000 |
| Gross margin | 35% (industry avg) |
| Your cost to win a customer via ads | $215–$290 (industry) |
Gross margin removes the direct cost of doing the work (labour and materials). It does not subtract fixed overhead, because these are incremental jobs on top of what you already run, so they assume available capacity at your current margins.
What Referral Booster is
Referral BoosterReferral Booster is a done-for-you referral program built for HVAC businesses. It turns your past and current customers, already in your CRM, into a steady stream of warm leads.
After every job
Your customer gets a simple, branded way to refer friends with a tap-to-share contact card, no app to download.
Their friends reach out
Referrals come in through that card and are tracked and attributed to the right customer automatically.
The job closes, the reward pays
When a referred job is completed and paid, the dual-sided, tiered reward is paid out automatically.
You watch it run
A live dashboard, synced to your CRM, shows every referrer, referral, and dollar, with no spreadsheets.
Included
Year one, and how it compounds
Referral BoosterHow the $37,567 comes together: referred jobs and the profit they carry, minus what you pay out.
Your three-year projection
Year one is just the start. Held flat on volume and price, here is where it goes.
| Yr 1 | Yr 2 | Yr 3 | |
|---|---|---|---|
| Referred jobs | 25 | 52 | 57 |
| Referral revenue | $124.7k | $258.8k | $284.3k |
| Net new profit | $37.6k | $81.8k | $90.2k |
Note: does not include organic customer growth, price increases, or annual price increases to match inflation.
Your recommended reward program
Referral BoosterRewards are dual-sided and tiered: the more a customer refers, the more they earn per referral, which keeps them referring. Tuned to your job value:
Your ambassador earns
$50–$150 cash
per closed referral, climbing with the tiers
Their friend gets
$50 credit
a welcome offer on their first job
The projection costs every referral at the entry ($50) tier, since at conservative referral rates most ambassadors refer once. Top tiers reward only your most prolific referrers, who bring proportionally more revenue, so they self-fund.
Referrals vs. ads, and your plan
Referral BoosterA customer you only pay for when they pay you
An ad lead isn’t a customer: only a fraction book, and you pay either way. A referral reward is paid only when the job closes and pays, and the customer arrives pre-trusted.
Cost to win one customer (industry). You set the referral reward.
Your recommended plan
Based on your size, Pro ($299/mo) is the fit. Its break-even is just 3 referred jobs all year.
Basic
$99/mo
Solo & small shops
- ✓Customer list upload
- ✓Referral tracking
- ✓Standard rewards
- ✓Single location
Pro
$299/mo
Most growing shops
- ✓Automatic CRM / FSM sync
- ✓Done-for-you tracking
- ✓Tiered dual-sided rewards
- ✓Live dashboard + payouts
- ✓90-day guarantee
Scale
$599/mo
Multi-location & high volume
- ✓Everything in Pro
- ✓Multiple locations
- ✓Past-customer reactivation
- ✓Seasonal campaigns
- ✓Priority support
90-day money-back guarantee*
Not satisfied with the results in your first 90 days? We refund you. No questions asked.
*Terms and conditions apply.
The assumptions behind this report
Referral BoosterEvery projection runs on these conservative assumptions, each deliberately set below what a real program tends to achieve.
Opt-in rate when texted
Customers who say yes to referring after a job
Referrals per ambassador / year
Friends who actually reach out, per active ambassador
Referral to paid-job close rate
Warm referrals close far higher than cold leads
Ambassador churn (annual)
How quickly a customer stops referring
Organic growth & price increases
Volume and pricing held flat, so the result is a floor
For every 100 customers
Based on the assumptions in this report, 100 customers get you about 7.5 new referred jobs in year one, as well as an additional 1.1 referrals in year two and 0.2 referrals in year three.
This report is an estimate for planning purposes; actual results vary with execution.
If it goes better than this
Referral BoosterWe led with conservative numbers on purpose. In practice, referral programs usually land higher. Here is the same business, Sunrise HVAC, on typical assumptions:
$149,111
Net new profit, year one
$970,577
Net new profit, three years
12.6×
Gross profit per $1 of program spend
3 jobs
Referred jobs all year to break even
What gets you these numbers
Reactivate your past customers
Re-engaging the customers you’ve already served is a one-time head start on referrals, available with the Scale plan.
| Yr 1 | Yr 2 | Yr 3 | |
|---|---|---|---|
| Referred jobs | 93 | 223 | 279 |
| Net new profit | $149.1k | $363.9k | $457.5k |