ATTENTION: BUSINESS OWNERS
Missed Calls, Slow Follow-Up, Late Payments, and Fewer Google Reviews Are Costing You More Than You Think
If you run an HVAC or plumbing business with a small team, you don’t need more software — you need systems that actually work when you’re on the job.
The AI & Automation Audit shows you exactly where time, money, and reputation are leaking — and how to fix it without hiring another employee..
If You Run an HVAC or Plumbing Business, This Probably Feels Familiar:
Great service shouldn’t rely on memory or manual follow-up.
IS THIS YOU?
Missed calls during jobs that never get followed up
Slow or inconsistent follow-up, letting good leads go cold
Scheduling and dispatch issues that create gaps, double-bookings, or wasted drive time
Invoices sent late or paid slowly, tightening cash flow
Google reviews falling behind, even after good services
These aren’t effort problems.
They’re system problems — and they compound quietly.
This isn’t about “doing AI.”
It’s about fixing the boring, expensive breakdowns that happen in real service businesses every day.
The audit doesn’t recommend tools first.
It shows you:
what’s broken
what’s costing you money
what can be automated safely
and what should stay human
During the audit, we review:
how calls, forms, and messages are handled
what happens when calls are missed
how follow-up is triggered (or forgotten)
scheduling and dispatch flow
invoicing and payment friction
review request process
You walk away with:
a clear operational breakdown
identified inefficiencies
practical automation opportunities
a prioritized roadmap — not tech overwhelm
Ready to get started?
HOW IT WORKS
Secure the AI Audit
Interview Call (no prep required)
Audit Delivery with findings + roadmap
Optional next steps if you want help implementing
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AI & AUTOMATION AUDIT
2 hour Deep Dive Strategy Session
Complete Analysis of your current systems
Review of standard operation procedures (SOPs)
CUSTOM Implementation Roadmap
Step-by-step automation recommendations
1 hour Strategy Review Call
Clear Action steps for implementation
Strategic guidance to move you forward
Efficiency increasing AI Tools recommendation
WHO THIS IS FOR / NOT FOR
This for you if:
you run an HVAC or Plumbing business
you have 1–15 employees
revenue is $250k–$750k+
you’re busy, not broken
you want clarity before adding tools or staff
This is not for:
startups with no traction
massive multi-location companies
people chasing AI trends
MEET THe ai growth & solution architect
Hi, I’m Jason Leak, founder of JLM Digital.
Before working in AI and automation, I spent 25 years at Verizon, where I earned my Lean Six Sigma education and learned how large operations reduce waste, fix inefficiencies, and scale without chaos.
For the past 7 years, I’ve worked as an AI Growth & Solutions Architect, using my MBA, Lean Six Sigma background, and hands-on experience with modern AI tools to help service businesses solve real delivery problems.
I don’t help companies “do AI.”
I help them:
reduce overhead
fix missed calls and broken follow-up
streamline scheduling and dispatch
speed up invoicing and payments
reduce employee workload
increase revenue — without hiring another employee
The AI Audit exists because most HVAC and plumbing businesses don’t need more tech.
They need clarity, priorities, and systems that fit how service work actually happens.
If you want hype, I’m not your guy.
If you want calm, practical improvements that protect your bottom line — this audit is built for you.
This is not a "sales" call, The audit is designed for HVAC & plumbing businesses with small teams &
You keep the audit whether you implement or not.
About the In-Person Events
Twice a year, we gather for powerful in-person events.
Two times a year, Platinum members step away from the screen and join forces in person for a time of strategic acceleration.
These aren't your run-of-the-mill industry get-togethers. Our Platinum events are engineered to serve as launchpads for explosive growth.
How do we do it?
Breaking bread together: Nothing stirs up creative energy like shared meals and relaxed conversation. The best strategies often originate over dinner and drinks.
Non-stop networking and brainstorming: We take collaboration to the next level, creating an environment for constant ideation and problem-solving throughout the week.
Dedicated workshops: Our high-powered workshops provide you with invaluable time to strategize and implement new tactics. This is your opportunity to work ON your business, rather than just IN it.
These catalyst events take place in spring and fall, aligning with the seasons of change. So why not change the trajectory of your SaaS journey?
The Next Event is October 2024
February 2023
June 2023
"I used to be a total non-events person... But coming to Matt's events I realized that there's SO much value you can take from these things than if you didn't join.
Everything I listen to I'm like 💡 "I could use that for my own business!"
It's revealed aspects of my business that I didn't even know I needed to focus on. It's opened my eyes to what I should focus on more"
Chris L., LawHustle
Graham Lightner
Chief Operations Officer
Introducing Graham Lightner: the wizard behind the curtain, the operational prodigy who keeps the cogs of HL Pro Tools turning seamlessly. He's not just Matt's right hand man—he's the backbone, the pulse, and the driving force behind the engine of success that is HL Pro Tools.
Graham has a knack for operations and team building. He sees the big picture, sure, but it's the nuts and bolts that truly light his fire. He revels in the intricate dance of systems and processes, choreographing them into a performance that's as seamless as it is impressive.
He's a firm believer in the power of people, of culture, of creating an environment where everyone feels valued and empowered. He knows that a team's success is built on more than just tasks and targets—it's built on trust, respect, and a shared vision of excellence.
Melanie Knueven
Director of Operations
Introducing Melanie Knueven, the brilliant mind behind streamlined operations and efficient project management at HL Pro Tools. As the Director of Operations, Melanie has a remarkable talent for creating standard operating procedures and processes that bring harmony to projects, teams, and tasks.
Melanie's expertise lies in her ability to transform chaos into order. With a keen eye for detail and a passion for optimization, she crafts SOPs that become the guiding light for the entire team. She firmly believes in the adage "what gets measured gets managed," ensuring that every aspect of the business is meticulously tracked and improved upon.
As a true advocate of efficiency, Melanie understands that smooth operations are the backbone of success. By implementing her well-crafted processes, she empowers others to work seamlessly and achieve their full potential. Melanie delivers exceptional results and drives businesses forward with precision and purpose.
"If you're in the SaaS space, if you're an entrepreneur, if you're a marketer... I think this is a great fit. A lot of actionable advice + a lot of super inspiring stories and use cases. It's been an amazing experience, top to bottom."
