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

Tired of paying thousands
in setup fees
before one appointment
is even booked?
There is a better way!

Your standards. Your territory. 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.

Real operators put their money where their mouth is. Your first OCC invoice is your first week of managed production — nothing before it.

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.

$500 / seat / week
Choose your billing type
Week-to-week — no annual contracts, because we stay accountable for results.
Each seat typically generates 5 to 10 qualified in-home appointments per week at full production.
Switch to monthly to lock your territory and save $50/seat/week.
Weekly: $500/seat billed every Monday · 4 invoices per 28-day cycle
What runs behind every seat
A seat is one dedicated outbound calling position operated by a trained call center caller. You pay per seat — not per call, not per appointment, not per agent.

Operations

COO-level campaign oversight
Operations management, escalations, after-hours coverage
Account manager
A dedicated manager for: Weekly coaching · KPI tracking · output accountability

Quality

QA — live pitch compliance
Every caller monitored every hour · pitch gaps flagged and corrected in under 60 minutes
QC — appointment qualification
Every booked appointment reviewed · disqualified before it reaches your calendar

Technology

Dialer + CRM configuration
List management, dispositions, campaign setup, maintenance, routing discipline
Data and dialer analyst
List procurement, dialer configuration, penetration monitoring, and refresh timing

People

HR — recruiting, onboarding, replacement
We hire them, train them, and replace underperformers
Auditor / client services access
Authorized client communication with verified reporting, routed through operations
+ Proprietary technology and operational coverage not listed here.
ROI Calculator — What does a fully managed call center produce monthly 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 output when OCC runs a dedicated outbound team around your rules and territory. Monthly appointments = seats × daily pace × 20 working days (28-day billing cycle). All numbers update in real time.
Profit per closed job
$3,500
~30% of your average job gross revenue.
Your close rate percentage
%
You close 3 out of every 10 appointments.
Callers working for you
Minimum callers working for you.
Appointments per caller per day
Minimum appointments per caller per day.
Appointments per month with OCC
90
~90 appointments · $143 per booking.
Closed jobs per month with OCC
27
Cost per closed job (CAC): ~$478.
Profit added per month by OCC
$94,500
~$81,590 net — after every cost is paid.
Return on investment per month
7.3×
For every $1 spent, you get $7.3 back.
Your monthly 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 month.
YOUR REVENUE. YOUR COSTS. YOUR PROFIT.
Choose your billing type
Based on your inputs above. Adjust the sliders to model your market.
Estimated revenue from closed jobs $94,500
Total monthly investment $12,910
Estimated net profit after all costs $81,590
Premium Data Coverage is included in the investment above because it is selected. Actual take-home depends on your fulfillment costs.
YOUR OCC MONTHLY INVESTMENT
This is what you pay OCC to build, manage, and run your outbound team. Everything below is included in the weekly seat rate.
Management Investment$500/wk × 4 wks × 3 seats (28-day cycle · 20 business days) COO-level oversight, QA monitoring, live call compliance, weekly reporting, HR, recruiting, caller replacement, and full dialer management — all handled at $500/seat/week. Your callers are trained, monitored, and replaced if they underperform. You run jobs. We run everything else. $6,000
Premium Data Coverage$250/wk × 4 wks × 3 seats · weekly campaign data coverage · 28-day cycle · 20 business days We source, filter, and refresh homeowner data around your territory, targets, and dialing strategy. DNC scrubbing included on request — removed records reduce callable list size. Not a guaranteed post-DNC count. Clients may source independently.
$3,000
Your OCC subtotal
Management + data.
$9,000
YOUR CALL CENTER OPERATING COST
These are the costs of running your own call center. You own the seats and the dialer — OCC builds it, trains it, and runs it for you.
Your outbound callers$7/hr × 40 hrs × 4 wks × 3 callers · on your payroll · 28-day cycle · 20 business daysNative English speakers from Latin America, vetted for your industry and certified through our Onboarding Academy. Each caller operates one seat. OCC recruits, trains, and places them — you pay them directly.$3,360
ReadyMode dialerReadyMode IQ $250/mo (75 DIDs included) · 150 additional DIDs × $1.50 ($225) · $75 manager seat · your account$250/mo platform includes your first 75 DIDs. Each additional seat requires 75 more DIDs at $1.50/DID/mo. $75 manager seat required for live coaching and QA. You pay ReadyMode directly and own your account — OCC configures and runs it.$550
Your call center subtotal
$3,910
With 3 seats deployed, your team books 90 appointments per month. At your close rate, that is 27 closed jobs added to your board — $94,500 in profit your crew would not have generated otherwise. Your monthly OCC investment: $6,000/mo. Total monthly investment (OCC + your call center operating cost): $12,910/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: seats × daily pace × 20 working days (OCC's standardized 28-day billing cycle). Closed jobs = appointments × your close rate. Profit = closed jobs × your profit per job. Total cost includes OCC management, your callers, and your dialer. ROI = profit ÷ total cost. These numbers reflect full production pace — weeks 1–3 will produce lighter volume as your team ramps. 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.
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 — 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.

★★★★★

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
★★★★★

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
★★★★★

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.

We are not looking for our next client. We are looking for operators ready to scale to 7 and 8 figures. Spots are limited by territory. 20 minutes to find out if you qualify.

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.

There is no setup fee. Your weekly management fee of $500 per seat begins in week one and is billed every Monday on a recurring weekly basis. Monthly clients are billed $1,800 per seat every 28 days. Your call center operating costs — callers 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.

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.

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.

Your callers. Your payroll. Your seats. You pay per seat — each seat is operated by a trained caller that OCC recruits, places, and manages. OCC handles recruiting, training, quality monitoring, and appointment verification. But the callers work for you — you pay them directly and you own every appointment they book. If a caller underperforms, OCC replaces them at no extra cost. The seat stays active.

ReadyMode IQ is the calling platform that lets your callers dial through lists efficiently. The platform is $250/mo flat and already includes 75 DIDs. Each additional seat requires 75 more DIDs at $1.50/DID/mo. The manager monitoring seat is $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.

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.

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.

Premium Data Coverage is offered as a weekly campaign service at $250 per seat per week. It includes sourcing, filtering, rotation, and refreshing of homeowner records around your territory and targeting profile, plus DNC scrubbing on request. Records removed through DNC or compliance filters reduce the final callable list size, which is standard with any data provider. You can also source your own lists from any vendor and load them directly into your dialer. 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 — just confirm with your account manager and we will align on the timeline. Billing continues until OCC confirms the campaign is officially paused or closed. We hold your campaign infrastructure during approved pauses so you can restart without paying another setup fee.

You can, but we recommend starting with 3. Here is why. Predictive dialers are built to run multiple lines simultaneously — the more seats running in parallel, the cheaper and more consistent each appointment becomes. More dials per hour means more contacts, more conversations, and a lower cost per booking across the board. A single seat also creates operational risk. If your caller is sick, has a personal emergency, or needs to be replaced, your entire outbound operation stops. With 3 seats you hedge against absences, maintain daily production continuity, and give your closer a full calendar to work. Most clients who start with 1 seat add more within the first two weeks once they see how the system works. Starting at 3 puts you in full production from day one.