Outbound Appointment Setting - Roofing, HVAC, Solar | OCC
Outbound Appointment Setting · Fully Managed

Tired of paying thousands
in setup fees
before an appointment
is even booked?

Outbound appointment setting for roofing, HVAC, and solar contractors.
Week-to-week rate. Your standards. No shared leads. No surprises.
Your team, your leads, your dialer. We run it. You own it.

Setup Fee

$0

Stop paying thousands upfront for call center programs that invoice you before a single appointment is booked.

Every other competitor in this industry wants to get paid a big setup fee before they prove themselves. We don't agree with that approach. We have confidence in our service. We let our work and results from week one speak for themselves. At the end of the first week you will know you've made the right decision. Welcome to Our Call Center Technologies.

Our Guarantees

1. No Business Left Behind.

If your first 30 days don't return your full OCC management fee in verifiable closed jobs, we work at no charge until they do.

2. Specialized Attention.

Most call centers chase more and more clients until performance breaks and your business pays the price. We limit who we work with so that never happens.

3. Ownership Mentality.

We treat your business like it's ours. Every campaign decision gets made the same way we'd make it if OCC's revenue depended on the result, because it does.

4. Transparency Guarantee.

Full visibility at all times. From calls to performance, you have direct insight into what's happening so you can make decisions with certainty.

Our Call Center Technologies.
The future of outbound. Without the upfront.

Your Outbound ROI Calculator. What does a fully managed call center produce in your market?

Enter your profit per closed job, your close rate, and how many outbound seats you want deployed. The calculator projects your monthly calendar when OCC runs a dedicated outbound team around your rules and territory. Monthly appointments = agents × daily pace × 21.5 working days (OCC's standardized 30-day billing cycle). All numbers update in real time.
Net profit per closed job
$3,500
Net profit per job (~30% of gross).
Your close rate percentage
You close 3 out of every 10 appointments.
Your outbound callers
Outbound seats deployed in your market.
Appts per caller per day
Minimum appointments per caller per day.
Appointments per month with OCC
97
~97 appointments · $144 per booking.
Closed jobs per month with OCC
29
Cost per closed job (CAC): ~$481.
Profit added per month by OCC
$101,500
~$87,873 net, after every cost is paid.
Return on investment per month
7.3×
For every $1 spent, you get $7.3 back.
Net
Gross
Annual net profit with OCC (after every cost is paid)
$1,050,612
Based on your calculator inputs above. Updates in real time.

Net Profit vs. Costs.

What hits your bank. After materials. After your crew. After your closers. After OCC, callers, data, dialer.
OCC was priced around one question: what does it cost to do this right? Right means delivering every promise we make. Right means paying every member of our team well. Right means the CEO can look every client in the eye without flinching. Not the highest number the market will accept. The right number for work done with integrity.
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Your weekly investment. No surprises.

Here's exactly what goes to OCC and what goes directly to your own accounts. No bundling. No markups on anyone else's services. This is what you pay every week.
YOUR OCC WEEKLY INVESTMENT
This is what you pay OCC to build, manage, and run your outbound team. Everything below is included in the weekly seat rate.
OCC Operations and Infrastructure$500/wk × 3 seats · per-seat weekly rate Executive operations layer, live QA infrastructure, HR and replacement system, dialer and data operations, dedicated account access, all handled at $500/seat/week. Your callers are trained, monitored, and replaced if they underperform. You run jobs. We run everything else. $1,500
Ultra Data Coverage$250/wk × 3 seats · weekly campaign data coverage OCC clients receive Ultra-tier homeowner data at $250 per seat per week. This is your team's data sourced, filtered, and refreshed weekly around your territory, targets, and dialing strategy. Clients may also source data independently.
$750
Your OCC subtotal
Management + data.
$2,250
YOUR CALL CENTER WEEKLY OPERATING COST
These are the costs of running your own call center. You own the agents and the dialer. OCC builds it, trains it, and runs it for you.
Your outbound agents$7/hr × 40 hrs × 3 callers · on your payroll · per weekNative English speakers from Latin America, vetted for your industry and certified through our Onboarding Academy. OCC recruits, trains, and places them. You pay them directly.$840
ReadyMode dialerReadyMode IQ ~$58/wk · 3 agents × 75 numbers × $0.35/wk ($79) · $17/wk manager seat$250/mo platform + 75 numbers per agent at $1.50/mo + $75 manager seat. You pay ReadyMode directly and own your account. OCC configures and runs it.$154
Your call center subtotal
$994
Total weekly investment (OCC Operations and Infrastructure + your call center operating cost)
Ultra Data Coverage is included in the monthly investment above because it is selected.
$3,244
YOUR PROJECTED RETURN
Based on your inputs above. Gross profit from closed jobs minus your total monthly investment: OCC, agents, dialer, and data.
Gross profit from closed jobs $101,500
Net profit after OCC costs $87,550
Book a demo now
Spots are limited by territory. 30 minutes to find out if yours is open.
With 3 seats deployed, your team books 97 appointments per month. At your close rate, that is 29 closed jobs added to your board, $101,500 in additional gross profit added to your business. Your monthly OCC management fee: $6,450/mo. Total monthly investment (OCC management + data + agents + dialer): $13,950/mo. That is a 7.3× return on every dollar you put in. No setup fee. All recurring. $0 to launch.
How to read these numbers: Monthly appointments are calculated as: agents × daily pace × 21.5 working days (OCC's standardized 30-day billing cycle). Closed jobs = appointments × your close rate. Profit = closed jobs × your profit per job. Total cost includes OCC management, your agents, and your dialer. ROI = profit divided by total cost. Market conditions, lead quality, and your sales process all affect real outcomes. No specific outcome is guaranteed. Use this as a planning tool, not a promise.

Our Pricing

$500 / seat / week
One flat weekly rate per seat. Week to week, because we stay accountable for results.
Per-seat access to OCC's full operations team. Not a per-agent manager.
On pricing

OCC was priced around one question: what does it cost to do this right? Right means delivering every promise we make. Right means paying every member of our team well. Right means the CEO can look every client in the eye without flinching. Not the highest number the market will accept. The right number for work done with integrity.

The team behind every seat
Operations
COO
Oversees all campaign activity, handles client escalations, and keeps every account running without interruption.
Account Manager
Runs weekly check-ins, tracks KPIs, and keeps your account on target from week one forward.
Quality
QA Specialist
Monitors every live call for script adherence, pitch delivery, and intro quality in real time.
QC Specialist
Reviews every booked appointment and flags disqualified ones before they reach your calendar.
Technology
Dialer Analyst
Manages campaign configuration, list loads, call routing, and dispositions to keep every seat dialing.
Data Analyst
Pulls, filters, and refreshes lists by territory using skiptracing to target the best zipcodes in your market.
People
HR Manager
Handles recruiting, hiring, and onboarding. You never search for talent or leave a seat empty.
Auditor
Runs continuous evaluations and training across every position to ensure every role is executed correctly.
+ Proprietary technology and operational coverage not listed here.
Transparency & Expectations

What to expect your first month.

Your callers hit full production by week four, not day one. Here is exactly what each week looks like so there are no surprises.

Week 1
Training & Calibration

Script development, territory setup, dialer activation, and caller training. Volume is lighter as the system calibrates. This week builds the foundation everything runs on.

Week 2
System Optimization

Callers go live. Early appointments start coming in, below full capacity. We analyze real call data, refine the script, and adjust targeting in real time. Every call improves the next one.

Week 3
Production Ramp

Appointment volume increases week over week as callers find their rhythm and the dialer builds momentum. Consistent bookings hit your calendar. Your closer is running jobs sourced by OCC.

Week 4
Full Production

The system is calibrated and callers are dialing at full capacity. Appointment volume is consistent. This is the steady-state your business runs on. This is the output the calculator reflects.

Important: The ROI calculator reflects full-production output. Week 1 typically produces lighter volume as the system is being calibrated, not zero. Appointment volume increases week over week. Plan for full production by week 4.

What clients say

What the first 30 days looked like for roofing and HVAC contractors who launched with OCC.

★★★★★

I was skeptical about outsourcing calls but the quality of the appointments was better than what my in-house team was producing. Month two we ran 52 appointments and closed 14 of them. Night and day difference from what I had before.

Derek Landry Owner & Lead Technician · Quality Air HVAC Services · Houston, TX
★★★★★

Within the first two weeks we had 18 in-home appointments set. My closer was running every single day. I didn't have to manage any of it. Month one we closed 6 jobs, $21,000 in profit from a 3-seat team.

Marcus Thornton Owner & Lead Estimator · Eagle Roofing & Exteriors · Dallas, TX
★★★★★

The reporting alone is worth it. I know exactly what's happening every day: calls made, appointments set, who showed, who didn't. We added 41 appointments in month one with 2 callers. Total visibility into everything.

Jason Rivera Owner & Operations Manager · Pro Storm Restoration · Denver, CO

You've seen the numbers. Now see if your market is a fit.

Spots are limited by territory. 30 minutes to find out if yours is open and when it makes sense to launch. If it's not the right fit, we'll say so.

Book a demo now
Best fit for contractors with a closer on staff and capacity to run more jobs. If you're not ready to scale, bookmark this and come back when you are.
Q&A

Questions & Answers every
contractor asks.

OCC is built for roofing, HVAC, solar, and restoration contractors who already have a closer on staff and the capacity to run more jobs than they are currently closing. If your sales infrastructure is in place and your calendar is the bottleneck, OCC is designed for your situation. If you do not yet have a dedicated closer, we recommend building that first. Appointments without someone to run them do not produce revenue.

It depends on your callers and your market, but here is what a well-run campaign produces. A single caller typically books between 1 and 2 qualified in-home appointments per working day once they reach full production in week 3. With 3 callers running at standard pace, that is roughly 60 to 120 appointments added to your calendar every month. The calculator at the top of the page lets you model exactly what that looks like at your close rate and your average job value.

Your callers. Your payroll. OCC recruits them, trains them on your market, coaches them, monitors quality, and verifies appointments. But they work for you. You pay them directly and you own every appointment they book.

No. The per-seat investment gives you shared access to OCC's entire operations team. A COO, your account manager, a QA specialist, a QC specialist, a dialer analyst, a data analyst, an HR manager, and an independent auditor. As you add seats you get more of that team's bandwidth on your account. There is no additional manager added per agent.

ReadyMode IQ is the calling platform that lets your agents dial through lists efficiently. Pricing breaks down as follows: $250/mo flat for the platform, 75 dedicated phone numbers per agent at $1.50/number/mo, and one manager monitoring seat at $75/mo, required regardless of team size and used for live call coaching and QA. You pay ReadyMode directly so you own your account, all call recordings, and every data point. If you ever leave OCC, you keep everything. We configure and run it - you own it.

Every week you receive a performance report covering dials made, contacts reached, appointments booked, show rates, and output by caller. Your campaign is also monitored by a dedicated quality team that reviews live calls and verifies every booked appointment before it lands on your calendar. You have full visibility into what is happening, and if something is underperforming, we identify it and correct it before it becomes a problem.

There is no setup fee. Your weekly management fee of $500 per seat begins in week one and is billed on a recurring weekly basis. Your call center operating costs, agents and dialer, are paid directly by you to those providers on their own billing cycles. Everything is recurring. Nothing is bundled into a one-time charge.

The caller is labor. The OCC investment is the operating system around the caller. Live QA in real time, HR replacing underperformers within seven days, dialer operations, list refresh, compliance, reporting, and an independent auditor across every role. Built on a fractional or outsourced basis, the same operations stack runs $6,300 to $13,500 per month. The caller is one role. OCC funds eight.

Industry benchmarks advise allocating 7 to 10 percent of gross revenue toward marketing. With a 3-seat OCC deployment at full production, your total investment including callers and dialer represents approximately 4 percent of the revenue your campaign generates (assuming a 30 percent net profit margin, standard for roofing and HVAC). You are running a full outbound operation at roughly half the industry-standard marketing allocation.

We replace them with a new trained caller. No additional charge. A caller who stops producing gets replaced, typically within 24 to 48 hours, because replacement is part of the operating system you are already paying OCC to manage.

We provide Ultra-tier homeowner data at $250 per seat per week. This data is sourced, filtered, and refreshed weekly around your territory and dialing strategy. It is billed as a separate, transparent line item and never bundled into your management fee. You can also source your own lists from any vendor and load them directly into your dialer account. We configure and manage the list regardless of where it comes from.

Yes. OCC does not lock you into rigid annual contracts. Campaigns can be paused or wound down in alignment with your season. If you pause, we hold your campaign infrastructure for a defined window so you can restart without re-onboarding. Billing is week to week. When your callers are not dialing, you are not billed.

Week 1: Training and Calibration. Script development, territory mapping, dialer activation, and caller training. Appointments can come in during week one - volume is lighter as we calibrate. This week sets the foundation.

Week 2: System Optimization. Callers go live. Early appointments start coming in. Volume is below full capacity - this is normal. We adjust script, pacing, and targeting based on real call data.

Week 3: Production Ramp. Appointment volume increases as callers find their rhythm and the dialer warms up. You should be seeing increasingly consistent bookings on your calendar by now.

Week 4: Full Production. System is calibrated. Callers are dialing at full capacity. This is the baseline your business runs on going forward.