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Trial #001 uses
- Pseudonymous estimate ID
- Estimate date and broad service category
- Prior follow-up count and current status
- Daily attempts, contacts, and outcomes
- Approved value or outcome bands
- Evidence grade for each material claim
Private field test for independent HVAC operators
Make one important business decision with evidence—not another opinion.
SMBTruth brings ten noncompeting operators together for a private, guided field test. Run one practical process, compare verified outcomes, and keep it only if the evidence says it works.
- 10 HVAC companies
- One fixed fee
- No CRM login
- No customer data
- No vendor sponsors
Advice is infinite. Verified outcomes are scarce.
AI predicts. Operators prove.01 / THE DECISION
Start with a leak you can see—not a transformation you have to believe in.
Trial #001 focuses on unsold replacement estimates because the records already exist, the process can be bounded, and the outcome can be measured without handing over your customer list or your company’s financial life.
This is not a course, mastermind, pricing library, or consulting engagement. It is one guided operator field test around one live decision.
No grand claim.If the process does not work in your
conditions, stopping is a successful result.
A strong fit looks like
- Independent U.S. HVAC company with $1M–$10M revenue
- 50+ eligible unsold replacement estimates
- No reliable estimate follow-up process today
- Usable CRM export or structured spreadsheet
- Capacity to take additional work if the test succeeds
- One employee who can own the process
02 / VALUE BEFORE TRUST
Your own Leak Map arrives before the cohort asks anything of you.
Within 48 hours of a valid de-identified export, you receive a private baseline built from your company’s records. It is useful even if you never see another operator’s result.
Never ask for more trust or data than the next useful answer requires.
PRIVATE / COMPANY-SPECIFICLeak Map
E1 evidence
01
Eligible stale estimates
Count, approved value band, and age distribution
02
Current follow-up baseline
Documented attempts, contacts, and process gaps
03
Data-quality limits
What the records can—and cannot—support
04
Testable hypothesis
The exact process and outcome the trial will examine
Illustrative structure. Your numbers stay private; the cohort sees approved aggregates and pseudonymous patterns.
03 / THE METHOD
One problem. One cohort. One protocol. One decision.
Every trial follows the same evidence loop. Adaptations are logged. Definitions stay fixed. The conclusion is never chosen in advance.
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01
Qualify
Confirm the leak, data, capacity, authority, and market fit.
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02
Baseline
Normalize a minimal export and deliver the private Leak Map.
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03
Run
Execute one bounded process for twenty working days.
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04
Compare
Review verified outcomes, conditions, and alternative explanations.
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05
Decide
Install, modify, or stop—with the evidence documented.
04 / THE DELIVERABLE
A conclusion with its receipts attached.
Your SMBTruth Decision Brief records the hypothesis, baseline, protocol adherence, company result, comparable cohort range, limitations, and next operating decision.
No universal “best practice.” The brief shows what was tested, by whom, under what conditions, and how strong the evidence is.
DECISION BRIEF / #001Private record
Should this follow-up process become part of your operating system?
If the evidence is weak, we say it is weak.
05 / MINIMUM NECESSARY DATA
Enough evidence to decide. Nothing collected out of curiosity.
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Trial #001 does not need
- Customer names, phones, emails, or message content
- CRM credentials or unrestricted system access
- Bank statements, tax returns, or full P&Ls
- Pricing strategy, wages, bids, or supplier costs
- Vendor negotiation or future expansion plans
- Member data for Magnet Mint sales or marketing
The final Trial Charter, discussion rules, and data schema will be reviewed by U.S. antitrust and privacy counsel before cohort data is accepted.
06 / COHORT FIT
Comparable enough to learn. Separate enough to speak safely.
Ten operators start only after fit, data readiness, ownership, and service-area conflicts are screened. The first cohorts exclude national consolidators, vendors, agencies, and private-equity rollups.
This trial is built for
- Independent U.S. HVAC operators at $1M–$10M revenue
- An owner or senior operator who can change the process
- A measurable estimate-conversion leak
- One accountable team member for daily execution
- A willingness to follow one fixed protocol
- Independent judgment on every commercial decision
It is not the right trial when
- Your current follow-up process is already reliable
- Capacity—not demand or conversion—is the constraint
- You cannot provide a usable de-identified baseline
- You want custom consulting or a guaranteed revenue result
- You sell services, software, or advice to the cohort
- Your market materially overlaps another participant
07 / THE INSTITUTION
Truth is a method, not a claim of authority.
SMBTruth does not declare what works everywhere. It documents what was tested, what happened, what remains uncertain, and what decision the evidence supports.
Operator-funded
No vendor sponsorship, pay-to-rank, affiliate commissions, or paid conclusions.
Minimum necessary
Every field needs a declared purpose. Raw member data is never a network download.
Evidence graded
Sample, dates, context, evidence grade, range, and limits travel with every finding.
Decisions stay independent
No coordination on prices, wages, bids, suppliers, customers, territories, or strategy.
Platon BelmontFounder & protocol steward
08 / HUMAN-GOVERNED
Captains guard the method. Operators supply the truth.
The person leading a trial is a Trial Captain—not a guru, coach, or consultant. Their job is to protect definitions, evidence, privacy, equal airtime, and the integrity of the final brief.
Platon leads the first cohort to discover what must be standardized. Future captains train through observation, co-leading, and audited delivery. They cannot sell to members, and they are never paid for producing a positive result.
“The goal is not to make owners dependent on my judgment. It is to build a process that helps them make better judgments together.”Connect with Platon on LinkedIn
FOUNDING COHORT / 10 QUALIFIED SEATS
Before you scale the process, prove it deserves to exist.
Operator Trial #001 · Unsold Estimate Recovery · 20 working days · $750 founding fee
Request a private application Completing the email opens a conversation. It does not commit you
to the trial.
Decision Brief guarantee
Complete the agreed protocol and evidence requirements. If SMBTruth cannot deliver a valid Decision Brief supporting an install, modify, or stop decision, the trial fee is refunded.