A pilot build for Verde, in exchange for a case study
Carlos,
After watching Verde grow from one truck to four in the last 18 months, I think you are exactly the right partner for a pilot I want to run. I will build the same booking and routing system I would normally charge $18K for. In exchange, you become my proof of concept for the pest vertical.
Some reasons why
A few observations from our conversations and the work we have already done together.
- You move fast. Decisions get made same-day, not stuck in committee, which is half the battle for a pilot like this.
- You are honest about what is broken. You told me on our first call you were missing 30% of after-hours calls. Most operators try to hide that.
- Your service mix is varied — residential, commercial, one-time, recurring — which makes Verde a strong, representative case study.
- You are still the bottleneck. Phones, scheduling, route planning. Same pattern I see in HVAC and plumbing, and the same fix applies.
With that out of the way, let me get specific. I will start with what I believe you want, then the problems getting in the way, then how we fix them, then how we work together.
Your goals
Here is what I believe you want from Verde Pest Control that you have yet to fully achieve.
- Capture 90%+ of inbound calls (you are at ~70% today).
- Cut Carlos’s daily phone time from 3 hours to under 30 minutes.
- Triple the recurring (quarterly/monthly) book over the next 12 months.
- Free up enough of your time to start the commercial sales push you have been talking about.
- A documented operating system that supports a 5th and 6th truck without doubling office overhead.
- Eventually a $3M+ company with strong margins and a real bench, not "Carlos plus four techs."
I have based the above on our conversations. If I am off on any of it, please tell me and we will recalibrate.
Problem factors
Three problems are quietly costing you margin and bandwidth right now. They are all fixable in a 6-week pilot.
If we do nothing, you stay at four trucks for another year, you stay on the morning routing run, and the commercial push you keep mentioning never happens. The hardest part of getting bigger is not the customers — it is the operating system, and yours has not scaled with you yet.
Proposed solutions
Four phases over six weeks. Same general arc as the work I do for paying clients, with the same level of rigor and the same guarantee. The only difference is the trade we work out at the end.
My pitch
I want Verde to be my proof of concept for the pest vertical.
I have built variants of this system for HVAC and plumbing operators and the pattern works. Pest is the next vertical I want to build a track record in. To do that well, I need a strong first reference — a real operator with real numbers — not a brochure.
If you are open to it, I will deliver the same build I would normally charge $18K for, with the same level of attention. In exchange, you become a public case study so I can show the next pest operator who comes to me what is possible. The trade is below.
Terms
No cash fee. The compensation is in the case study deliverables, not money. Here is the trade — what you get from me, what I get from you.
What you get
Equivalent to what I would charge a paying client at standard rates.
- Full Phase 1 through 4 build (the same scope I deliver on a paid engagement).
- 14 days of post-launch maintenance and tuning, included.
- The same 90-day guarantee that paying clients get.
- Continued optional ongoing support at $1,500/mo if you want it after the pilot — no obligation.
What I get from you
- Two 60-minute review calls with me, scheduled at month 3 and month 6 post-launch, where we capture before-and-after metrics in a structured way.
- A written case study (I draft, you sign off, we publish on the TemplyFlows site and case study repository).
- A 5-minute recorded video testimonial at the month-3 mark, talking about specific outcomes and what changed.
- Three warm intros to other pest control operators in your network, made at the month-3 mark or after.
I am taking the build cost so you do not have to. You are taking the time and reputation cost so I can show the next ten operators what works. We both walk away with something we did not have before.
After the pilot — optional ongoing
After the pilot wraps, if you want me to keep tuning, monitoring, and adding features — same standard rate paying clients pay.
Optional. Decline at the end of the pilot with no further obligation. The case study deliverables stand either way.
My guarantee
In closing,
I think Verde is going to be a case study other operators study to figure out how to grow their own businesses. I would like to be the person who helps build that story with you. If this is a fit, sign below and we begin Phase 1 next week.
Acceptance
By signing below, both parties agree to proceed with the engagement, terms, and guarantee outlined above.
Carlos Rivera
Jayden Mai
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Legal terms
Scope. The Service Provider will deliver the project described above for Verde Pest Control as a pilot engagement. Any work beyond the defined scope requires a written change order before work begins.
Compensation. No cash fee. Compensation is delivered through the case study deliverables outlined above (~10 hours over 6 months).
Marketing rights. The Client grants the Service Provider permission to use their logo, business name, attributed metrics, and quoted statements in marketing materials for 24 months from the project launch date. Either party may revoke specific quotes in writing.
IP & confidentiality. Custom work product transfers to the Client at the end of the build. Both parties keep proprietary information confidential (survives 2 years).
Case study fallback. If the build completes but case study deliverables are not provided within 9 months of launch, the Service Provider may invoice the Client at the equivalent project fee of $18,000. This protects the trade for both sides.
Termination & disputes. Either party may terminate with 7 days written notice during build phases. Disputes resolved by good faith negotiation, then binding arbitration.