Prime24AI: Commercial HVAC Quote Recovery Pilot
Planning document. No client results claimed.

Buyer: Commercial HVAC owner, operations manager, or sales manager with recurring estimates and a named approval owner.
Scope: One eligible quote queue, one confirmed system access path, one approval workflow.

Days 1-30: Review current data and approved sources. Agree eligibility, baseline, costs, acceptance thresholds, permissions, exclusions, and comparison method. Build a controlled workflow. Validate failure cases before live use.
Days 31-60: Run the agreed paid pilot. Review exceptions and approvals weekly. Record staff time and all operating costs. Make a written day-30 result decision.
Days 61-90: Obtain permission for an anonymized case study. Report methods, sample size, limits, costs, and verified results. Approach similar contractors with that evidence.

Acceptance: Every eligible record has an owner or exception. No customer message without logged approval. Duplicate action prevention, failed-write recovery, missing-data routing, rejection, and provider outage tests pass before live use. Agree measurable completion and response thresholds in the signed scope.

ROI: Verified capacity value plus attributable additional gross profit minus all monthly operating costs. Distinguish cash savings from released staff capacity. Setup payback applies only to positive net benefit. Do not count bookings as completed profit or count benefits twice.

Technical plan: Python/Pandas for analysis where suitable; approved-source retrieval for supported drafts; explicit workflow state and human approval; bounded retries, duplicate-action protection, provider fallback, and event logs. Confirm each capability through implementation and tests. Add ML only if sufficient labeled data and a comparison against simple rules justify it.

Deliverables: Workflow map, baseline report, scoped integration, approval and exception queue, test evidence, operating notes, rollback instructions, and measured pilot report.

Darnley Weekes owns implementation coordination and review. Client staff owns pricing, technical decisions, customer commitments, and approval. Expansion requires a separate scope.