Case Study: Halcyon Consulting achieves streamlined sales operations with Jobber

A Jobber Case Study

Preview of the Halcyon Consulting Case Study

Switching Gears Going from an HVAC Tech to a Sales Team for Hire

Halcyon Consulting, a Calgary-based sales-for-hire founded by former HVAC technician Don Snow, tackles a common industry problem: small and mid-sized HVAC companies often lack salespeople with real technical knowledge, while larger firms sometimes rely on misleading sales tactics. Snow saw that technicians sell better when they understand equipment and installations, but most small businesses can’t justify a full-time, technically skilled salesperson.

Halcyon offers contract HVAC sales—acting as an on-demand, industry-savvy sales team that earns a 10% commission—bringing credibility, better recommendations, and a professional quoting/scheduling/invoicing system using Jobber. After three years of building clients through industry networks and wholesalers, the model has improved customer outcomes, professionalized small contractors, and shown enough demand for Snow to plan expansion and potential franchising.


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Halcyon Consulting

Don Snow

Owner


Jobber

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