The Challenge: Limited Recurring Revenue

Carlos’s HVAC company had just 150 active maintenance agreements, which severely limited their recurring revenue and customer retention. Without a scalable system for tracking, billing, and selling these memberships, growth was flat and unpredictable.

The Business Need: Strategy + Systems

They needed:

• A strategic way to build and sell club memberships
• Tools to track, manage, and renew agreements with ease
• A system to convert agreements into long-term business stability

The ThermoGrid Solution

Application

ThermoGrid’s membership management system automated the tracking, billing, and renewal of agreements—keeping everything organized and scalable.

Business Advisory Services

RISE Coaching provided training, scripting, and sales strategy to help the team position their club memberships as high-value customer offerings.

Results Achieved

• Scaled from 150 to 3,500 active memberships in 2 years
• Turned memberships into a reliable recurring revenue stream
• Increased customer retention and lifetime value
• Created predictable income that stabilized and grew the business

“We went from 150 to 3,500 memberships in 2 years. RISE showed us how to build value, and ThermoGRID tracked it all.”
— Carlos F., HVAC Company Owner

Takeaway

If your business depends on recurring revenue, a scalable strategy and automation are non-negotiable. ThermoGrid and RISE Coaching can give you both.