Residential HVAC, Plumbing & Electrical
Residential HVAC, plumbing, and electrical companies operate in dynamic, high‑demand markets where volume often outpaces margin growth. Pricing, discounting, and labor efficiency can be inconsistent across regions, branches, and Comfort Advisors. With increasing private equity investment and rising expectations for professionalization, operators must combine pricing strategy, sales enablement, and operational data to sustain profitability.
Solving Pricing Complexity in Residential HVAC
Pricing complexity in residential services stems from inconsistent quoting practices, reactive discounting, and decentralized decision‑making across regions and service lines. Companies often struggle to connect pricing actions to their true impact on margin, especially when data remains fragmented across systems.
Businesses that link their pricing models to customer value, seasonality, and real‑time demand are able to strengthen both conversion and profitability. Establishing clarity around pricing guidance, performance metrics, and value differentiation ensures that growth translates into measurable financial return.
INSIGHT partners with leading home services organizations and private‑equity investors to identify these levers and embed pricing discipline through advanced analytics, technology integration, and frontline enablement. This approach helps leaders move from reactive adjustments to proactive, data‑driven profitability management.
Common Pricing Challenges
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Pricing Misaligned to Value
Businesses that utilize a cost-plus, margin-plus, or one-size-fits-all pricing strategy may not be fully aligning price to value delivered. Companies benefit from understanding customer value drivers through market intelligence and historical data mining to build purposeful segmentation and differentiation within a value-based pricing approach.
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Significant Discounting
Are your customers receiving unearned or unmanaged discounts, whether on-invoice or off-invoice, through price reductions in freight, payment terms, or other programs? Clear guidelines and thresholds with escalation and approval workflows are needed to reduce margin degradation through discounting.
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Complex Cost Structures & Price Leaks
Complex allocation of costs for raw materials, overhead, freight, and labor can result in price leakage and unrecovered costs. INSIGHT can help service businesses understand cost-to-serve drivers, pinpoint price leaks, and build capabilities to reduce leakage sustainably.
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Misaligned Fee Structures or Terms
Many service businesses utilize a variety of unique fees or terms to account for costs and capture value. Realization of those fees often varies by site, region, service group, or other factor, requiring analysis to pinpoint why and develop an adjusted policy or intervention plan to ensure realization.
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Stagnant Average Ticket Values
Upsell and cross‑sell potential go unrealized when Comfort Advisors lack guidance or visibility into higher‑value options.
Residential Home Services Expertise
Driving tangible margin growth and client lifetime value through tailored pricing and commercial strategies and implementation
Residential HVAC
- Improve in-home quote accuracy
- Refine pricing structure for consistency
- Strengthen close-rate performance
- Apply guided pricing models and real-time discount parameters
Plumbing Services
- Introduce systematic tiered pricing
- Standardize pricing for installs, repairs, and maintenance
- Increase technician productivity
- Optimize route efficiency and scheduling
Electrical Services
- Build profitable pricing ladders for key services
- Define value tiers for panels, generators, and EV chargers
- Improve transparency in labor tracking
- Enhance materials cost visibility
- Develop unified pricing systems
- Implement strong data governance frameworks
- Support multi-brand, multi-region consistency
- Enable enterprise-wide visibility and control
Where Are the Biggest Opportunities for Your Business?
Select considerations to identify and act on the profit drivers in your business.
Optimize Pricing and Mix
Building clarity and consistency in pricing structure helps protect margin while reflecting true customer value
- Define and maintain Good–Better–Best ladders that differentiate service tiers
- Use data from demand patterns and competitor benchmarks to inform price positions
- Monitor product and service mix to ensure profitable spread between tiers
Increase Close Rate
A structured approach to quoting and discounting helps convert more opportunities at the right price
- Equip Comfort Advisors with guided pricing tools and clear discount thresholds
- Standardize quote formats and ensure approval processes align with profit targets
- Track conversion performance by advisor, region, and decision-maker presence
Grow Average Ticket Value
Proactive selling and bundled offers drive higher per-visit revenue and improve long-term profitability
- Train teams to offer complementary products and services during each appointment.
- Introduce bundled options and promotions that elevate perceived customer value.
- Expand service contract and warranty attachment rates to create recurring revenue
Improve Labor Utilization
Optimizing labor allocation and scheduling maximizes technician productivity and customer responsiveness
- Use analytics to align workforce capacity with demand cycles and seasonal peaks
- Balance route efficiency and travel time to minimize idle capacity
- Track utilization and revenue per technician to guide workforce planning
Enhance Visibility and Accountability
Integrated data and performance transparency empower leaders to make informed, timely decisions
- Centralize reporting for pricing, sales, and labor metrics across all branches
- Provide dashboards that visualize margin, utilization, and close rate performance
- Reinforce accountability through consistent KPI review and team coaching
What Our Clients Are Saying
Chief Revenue Officer, Commercial Equipment Repair Services
Program Manager, Building Systems Services
VP Pricing & Sales, Heavy Duty Equipment Services
Our Pricing Experts
With over 250 dedicated pricing strategy experts, our team helps businesses achieve profit and EBITDA growth through our process proven on over 800 engagements since our founding in 2006.
Andrew Boronka
Andrew is a Principal at INSIGHT2PROFIT. He has more than a decade of experience driving pricing excellence and enhancing client experiences across various sectors including manufacturing, industrial, B2B2C consumer, and distribution. He has led price transformation initiatives across more than 25 engagements contributing to over $200M in EBITDA impact through pricing transformation.
Examples of Andrew’s experience include:
- Implemented multiple quoting tools and pricing engines, achieving significant impact in the waste management service sector driving $1M of impact within the first 90 days of the pilot and $50M during the subsequent national rollout
- Execution of many value-based pricing frameworks within global industrial manufacturing resulting in over $70M of EBITDA generation over multiple years
- Reduced Pay Per Click Marketing (PPC) spend by $7M through A/B testing for a supplier of residential building materials
- Utilized competitive benchmarking through web-scraping within the ecommerce space to help drive $14.5M in margin improvement through price within the first 4 months
Andrew earned his B.S. in Accounting from The University of Akron and an A.A. in Business Administration from North Central State College.
Amanda Davis
Amanda is a Director of Business Development at INSIGHT2PROFIT. Amanda has over 7 years of experience with INSIGHT and specializes in identifying profit opportunities and devising solutions to drive sustainable and scalable impact.
She began her career at INSIGHT as a member of our Delivery team where she led dynamic price modeling, hands-on change management and continuous improvement initiatives. Now, Amanda leverages her experience to lead our Business Development group, ensuring new client partnerships have a clear and value accretive scope, with a shared vision of success.
Amanda earned her B.A. in Economics and Management with a minor in Leadership Studies from Marietta College.
Gerry Thomas
Gerry is a Principal at INSIGHT2PROFIT. Gerry has 9 years of experience in pricing and commercial strategy across various roles, including consultant, manager, senior manager, and director. He specializes in B2B pricing, particularly for industrial equipment, heavy machinery, chemicals, and industrial manufacturers and distributors. He has also collaborated with several B2C clients in industries such as leather goods, white goods, face care, and consumer product goods.
Prior to joining INSIGHT, Gerry spent 8 years as part of the Accenture Strategy team in the Pricing and Commercial Strategy group. During his tenure at Accenture, Gerry worked in sales enablement, zero-based budgeting, and in pricing and commercial strategy.
Examples of Gerry’s experience include:
- Led a project contributing $80M in EBITDA improvement over 16 months by implementing a value-based pricing methodology across the portfolio for a heavy trucking OEM
- Achieved a 2.5% net price improvement during inflationary headwinds for a B2B valve and industrial equipment portfolio company encompassing over 30 distinct brands, implemented a configurable custom quoting tool and PowerBI KPI dashboard utilized across 15+ brands, providing ongoing support for continuous improvement over multiple years
- Delivered over $50M in EBITDA improvement as the pricing project lead for an industrial equipment manufacturer through value-based pricing strategy and implementation
Gerry earned his MBA from the Goizueta Business School at Emory University, M.Ed. in Secondary Education and Teaching from the University of Missouri-Saint Louis, and a BBA in International Business from the University of Georgia.
Justin Seefeldt
Justin is a Managing Principal at INSIGHT2PROFIT and brings 15 years of experience as a management consultant focused on pricing, sales and marketing strategy. Over the past decade, Justin has spearheaded over 70 engagements across various industries concentrating on pricing and profit strategy, resulting in delivering clients more than $1B of value creation.
Prior to joining INSIGHT, he spent several years at a Fortune 500 wholesale distributor, focusing on strategic pricing, private brand management, and commercial analytics.
Examples of Justin’s experience include:
- Collaborated with an industrial holding company to develop a scalable pricing structure and process across more than 40 individual businesses, yielding over $30M of EBITDA impact and 500 basis points margin improvement
- Achieved over $10M of EBITDA impact for an omni-channel building products manufacturer by developing a gross-to-net waterfall that identified key areas of profit leakage and creating corresponding strategies to mitigate them
- Served as a centralized pricing function for a Fortune 500 multinational specialty manufacturer to coordinate pricing strategy and action plans across businesses, executing a $400M pricing action against downward margin pressures
Justin earned his MBA in Corporate Finance and Marketing Strategy & Planning from DePaul Driehaus College of Business, Kellstadt Graduate School of Business and a B.S. in Consumer Economics & Finance from the University of Illinois Urbana-Champaign.
Kevin Mulligan
Kevin is a Director at INSIGHT2PROFIT. Kevin has more than 10 years of professional pricing experience and specializes in B2B pricing for distributors, manufacturers, and service providers. He leads pricing engagements by providing guidance and direction for Engagement Leads and the overall project team, ensuring quality is consistently delivered.
Prior to joining INSIGHT, Kevin spent ten years in the international container shipping industry. He held various roles across Operations and Pricing. His last role was Director of Yield Management for all North America where he was responsible for pricing strategy for trade lanes with annual revenues over $100M.
Examples of Kevin’s experience include:
- Led an engagement that drove 120 basis points improvement (~$20M) for a client in the rigid packaging distribution industry, involved developing a detailed peer group outlier model to reprice existing business and develop a quoting tool to leverage the pricing model for new business quoting
- Delivered over $6M in price impact for a leading North American customs brokerage through a complex outlier model employing linear multivariate regression to identify target pricing, created Salesforce enablement tools to provide the relatively new commercial team visibility into customer performance and opportunities to increase revenue
- Created a dynamic pricing model to optimize pricing on a weekly basis for an aftermarket auto parts distributor, complemented with a robust reporting suite to identify pricing opportunity for a newly established Pricing Department
Kevin earned his MBA from the Northwestern University, Kellogg School of Management, and a B.S. in Industrial Operations Engineering from the University of Michigan, where he graduated with honors.
Max Corman Penzel
Max is a Director at INSIGHT2PROFIT, with more than 8 years of consulting experience, leading and supporting clients in B2B and B2C pricing and margin management strategies and implementation. Max is known for bringing a strategic and creative approach to commercial challenges and prioritizes building strong and lasting client relationships. His client experience spans across more than 5 industries, including route-based service (sanitation, garment, construction), professional services, consumer products, and industrial manufacturing and distribution. Max has successfully driven over $250 million of margin improvement during his time at INSIGHT.
Examples of Max’s experience include:
- Designed a pricing engine with full Salesforce integration for a leading portable sanitation provider, resulting in pricing standardization, structural improvements, and 36-month top-line revenue growth of $120M
- Delivered a gross margin improvement exceeding 10% for a construction materials reprocessor through the development of a market-based pricing model paired with Voice of Customer market research
- Developed and integrated a machine-learning pricing engine for the used gear division of the world’s largest B2C musical instrument retailer, leveraging competitor data and inventory management to optimize acquisition and retail pricing, resulting in a 3% margin improvement
Max earned his B.A. in Business from the University of Rochester.
Mike Brenner
Mike is a Vice President of Private Equity at INSIGHT2PROFIT, where he has over 15 years of pricing experience across multiple industries and within the consulting field. He specializes in B2B pricing strategy & implementation for distribution, manufacturing, and service providers. Mike has led more than 3 dozen engagements at INSIGHT, excelling in identifying profitability improvement opportunities and offering pragmatic solutions to change management to ensure tangible financial benefits are achieved.
Prior to joining INSIGHT, Mike managed a pricing team at GOJO Industries, focusing on establishing market-based pricing for its PURELL line and heavy-duty cleaning products. During this period, Mike lead the launch of the pricing function within Salesforce.com, along with additional data & systems integrations within the pricing domain.
Examples of Mike’s pricing experiences include:
- Drove over $100M in price improvement for a national sanitation services provider through the launch of an optimized pricing engine, differentiated price increases, and enhanced leakage management
- Led a $20M margin improvement initiative for a primary supplier of packaging solutions by identifying and correcting profitability outliers, implementing a process for strategically addressing cost increase events, and launching price management tools to support optimization of freight recovery and surcharge capture
- Delivered over $20M in margin improvement for a leader in lubricant sales & distribution services through the establishment of a value-based pricing strategy, development of integrated pricing tools, and robust change management program
Mike earned his MBA in Finance and a B.A. in International Business from the University of Akron, College of Business. He has also studied at the Rennes International School of Business in France.
Shelton Evans
Shelton is a Director at INSIGHT2PROFIT. Shelton has over 5 years of experience leading and supporting clients in revenue management, profitability strategies, and execution. He has led engagements with more than ten clients at INSIGHT, spanning across more than 7 industries, including aerospace parts distribution, telecommunication services, field services, and consumer packaged goods. His expertise encompasses diverse channels, including B2B, B2C, and B2G. While Shelton prioritizes the establishment of meaningful pricing and profitability strategies for his clients his primary goal is to deliver tangible outcomes that provide significant ROI. Shelton has driven over $100M of margin improvement during his time at INSIGHT and led engagements spanning North America and EMEA​.
Examples of Shelton’s experience include: ​
- Led a $50M+ margin improvement for a leading field services provider with more than 40 locations through a differentiated price increase, new pricing architecture, and enhanced leakage management​
- Drove improvement in product adoption through the development of a go-to-market subscription and bundling pricing and product strategy for a telecommunications provider
- Delivered a 5% improvement to gross margins for an advanced materials company through net price increases, refined pricing architecture, price-performance management system, and the support of the development of a pricing function​
Shelton earned his B.S. in International Business, Finance and Accounting from Baldwin Wallace University.
Optimized Pricing Through Centralized Decision-Making
Drove >$100M impact over 5 years by developing a tailored bid application to centralize pricing decisions
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