FORMASystems that turn opportunities into action.
For Residential HVAC Companies

Your Next 10 Appointments May Already Be in Your Leads.

Turn missed calls, old estimates, and forgotten leads into 10 qualified booked appointments in 30 days.

Book a 15-Minute Call

You're Already Getting Opportunities. Are You Following Up on Them?

Missed Calls

Prospects never get a timely callback.

Old Estimates

Valuable opportunities go cold.

Unbooked Leads

Interested prospects never schedule.

Turn Existing Leads Into Booked Appointments.

01

Organize

Keep leads organized in your CRM.

02

Follow Up

Use AI-assisted automation and follow-up workflows.

03

Book

Help qualified prospects move toward an appointment.

Automation That Keeps Follow-Up Moving.

Once a lead is in, workflows keep the conversation going so opportunities don't quietly go cold.

Lead Comes In

A missed call or old estimate is captured in your CRM.

Follow-Up Starts

AI-assisted workflows reach out automatically.

Nudges Continue

Reminders keep interested prospects engaged.

Appointment Booked

Qualified prospects move onto your calendar.

Illustrative workflow. The exact setup is agreed with you before work begins.

THE GUARANTEE

10 Qualified Booked Appointments in 30 Days — Or You Don't Pay the Service Fee.

Your $150 upfront setup deposit gets the system started. If we don't reach the agreed target within 30 days after the system goes live, you won't owe the ongoing service fee for that period, and I'll continue working at no additional service fee until the remaining qualified appointments are booked, subject to our agreed terms.

Please note: the $150 setup deposit is separate from this service-fee guarantee and is not refundable or waived. The guarantee covers qualified booked appointments, not revenue or completed jobs. Qualified appointments and the applicable terms are defined and agreed before work begins.

Who It's For

  • Residential HVAC companies with 10+ employees.
  • Businesses with existing leads, missed calls, and old estimates.
  • Owners ready to invest in better follow-up.

Who It's Not For

  • Businesses with little or no existing lead flow.
  • Owners expecting guaranteed revenue.
  • Businesses looking for a free service or quick fix.
Getting started requires a $150 upfront setup deposit.

The ongoing service-fee terms and any applicable commission will be explained clearly before you commit.

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A Direct Line to the Person Behind FORMA

I'm Zainab Faisal, founder of FORMA. I believe valuable business opportunities shouldn't be lost simply because follow-up stops. I work directly with HVAC businesses to help organize their leads and turn suitable opportunities into booked appointments.

DM “CHECKLIST” for a free checklistInstagram · @byzainabfaisal

FAQ

What counts as a qualified booked appointment?

A genuine prospective customer within the agreed service area who needs an offered service, meets the agreed qualification criteria, and books an appointment. The exact criteria are defined and agreed before work begins.

When does the 30-day period begin?

It begins when the system goes live, not when you pay the setup deposit.

What happens if the target isn't reached?

If we don't reach the agreed target within 30 days after the system goes live, you won't owe the ongoing service fee for that period, and I'll continue working at no additional service fee until the remaining qualified appointments are booked, subject to our agreed terms.

Is the $150 setup deposit included in the guarantee?

No. The $150 upfront setup deposit gets the system started and is separate from the service-fee guarantee. It is not refundable or waived under the guarantee.

Does this guarantee revenue?

No. The guarantee concerns qualified booked appointments, not revenue or completed jobs.

Stop Losing Opportunities You Already Have.

Book a 15-minute call to see whether FORMA is right for your HVAC business.

Book a 15-Minute Call