
From lead capture to cashflow, these are the proven frameworks that stop revenue leaks, build predictable profit, and free you from the daily grind.

Stop losing leads to slow responses, automate follow-up that converts.

See how automation + smart finance keeps your business lean and profitable.

Replace hustle with repeatable systems that run while you’re on-site.

Empower your crew with systems and financial clarity that build loyalty.
From lead capture to cashflow, these are the proven frameworks that stop revenue leaks, build predictable profit, and free you from the daily grind.

Stop losing leads to slow responses, automate follow-up that converts.

See how automation + smart finance keeps your business lean and profitable.

Stop losing leads to slow responses, automate follow-up that converts.

See how automation + smart finance keeps your business lean and profitable.

Replace hustle with repeatable systems that run while you’re on-site.

Empower your crew with systems and financial clarity that build loyalty.

Automate to Dominate Playbook
From JAG-LOGiC, get the full speed to lead implementation strategy, complete with checklists, exercises, and plug-and-play systems to turn chaos into control.

Financial Freedom Strategy & Tools
From Alyssa Holgate, Transamerica Advisor, unlock a free financial strategies and an employee financial education webinar to help your whole team build wealth smarter.

Profit Clarity
Audit & Discount
From Ryan at DWE Accounting receive a free financial evaluation plus 50% off your first month of bookkeeping support.

If your phone isn’t ringing, it’s not demand, it’s delay. TradeOps360 gives you instant speed to lead so no job slips through the cracks.
Instantly respond to every new lead (even after hours) with TradeOps360’s automated speed-to-lead system.
Automate follow-ups that sound human, not robotic
Turn old quotes into new booked jobs with reactivation flows

If your phone isn’t ringing, it’s not because people don’t need HVAC , it’s because someone else replied faster. In this session, you’ll see exactly how to use automation to follow up in minutes, stay top of mind, and close jobs while your competitors are still “getting back to them.”
Instantly respond to every new lead (even after hours)
Automate follow-ups that sound human, not robotic
Turn old quotes into new booked jobs with reactivation flows
Growth means nothing if your cashflow leaks faster than your leads. In this segment, you’ll discover how to tighten your books, protect your margins, and turn your business into a wealth-building machine, not another job that drains you.
Simplify bookkeeping to track real profit per job
Learn how to protect revenue with smart financial systems
Create financial stability that attracts and retains top techs


Growth means nothing if your cashflow leaks faster than your leads. In this segment, you’ll discover how to tighten your books, protect your margins, and turn your business into a wealth-building machine, not another job that drains you.
Simplify bookkeeping to track real profit per job
Learn how to protect revenue with smart financial systems
Create financial stability that attracts and retains top techs
These are the results HVAC pros see after plugging their business into TradeOps360, stopping lead leaks and unlocking real speed to lead.

More Leads, Less Waste.
Contractors say slow response time costs them jobs, yet companies that respond within 5 minutes are 9× more likely to convert.

Faster Follow-Up, Higher Conversion.
Contractors using automated CRM and SMS follow-up see up to a 63% boost in lead-to-job conversions and cut admin hours by 40%.

More Cash. Less Chaos.
Automating lead management and review collection increases monthly revenue by 26% and reduces marketing costs by up to 22%.

Protect What You Build.
Businesses with structured financial systems and insurance reviews are 2× more likely to survive downturns and maintain positive cash flow.
This is what happens when you stop hustling blind and start scaling with systems, more leads, more margin, and fewer sleepless nights.
Three specialists. One mission, to help HVAC pros automate smarter, protect profits, and build businesses that run without chaos.

With years of hands-on experience helping trade pros automate their follow-up, systemize their sales, and reclaim their time, Josie cuts through the noise with real strategies that turn chaos into consistent profit.

Alyssa helps contractors build the financial systems that keep their businesses alive long after the busy season ends. With a focus on cash flow, risk management, and long-term wealth planning, she teaches business owners how to protect what they earn, plan for the “what-ifs,” and turn their hard work into lasting financial freedom.

With years spent deep in the trades, Ryan understands the chaos behind every invoice, estimate, and project. Specializing in contractor bookkeeping and job-cost tracking, he helps HVAC business owners see exactly where their money’s going, which projects actually make profit, and how to turn clean books into smarter decisions and stronger margins.
Three specialists. One mission, to help HVAC pros automate smarter, protect profits, and build businesses that run without chaos.

With years of hands-on experience helping trade pros automate their follow-up, systemize their sales, and reclaim their time, Josie cuts through the noise with real strategies that turn chaos into consistent profit.

Alyssa helps contractors build the financial systems that keep their businesses alive long after the busy season ends. With a focus on cash flow, risk management, and long-term wealth planning, she teaches business owners how to protect what they earn, plan for the “what-ifs,” and turn their hard work into lasting financial freedom.

With years spent deep in the trades, Ryan understands the chaos behind every invoice, estimate, and project. Specializing in contractor bookkeeping and job-cost tracking, he helps HVAC business owners see exactly where their money’s going, which projects actually make profit, and how to turn clean books into smarter decisions and stronger margins.
© 2025 JAG-LOGiC - All Rights Reserved

© 2025 JAG-LOGiC - All Rights Reserved