About Kopikat Research
Based in Chicago. Working with HVAC replacement teams across the United States.
We focus on what happens after a replacement estimate does not sell: what the customer said, where that information went, and whether the next person can use it.
Your point of contact is the research lead responsible for the review, process design, and written findings. The starting point is your team’s actual workflow and the tools you already use.
The aim is practical: preserve useful answers, give follow up a clear owner, and keep contributions visible under your shop’s credit rules. If the records do not support a recommendation, we will say so.
How we handle the work
Customer words stay distinct from assumptions.
A note that says “price” is a starting point. We preserve what the customer actually said, when they said it, and what remains uncertain.
The next person can continue the conversation.
The salesperson, technician, office, and rehash team need access appropriate to their role. Updates should reach the people responsible for the work.
A clear no is an outcome.
Document the decision. Respect requests to stop. No response remains unknown; it does not authorize indefinite contact.
The shop keeps control.
Your records, customer relationships, approvals, and operating decisions remain yours. Findings and process instructions are delivered in writing.
Start with how your shop works today.
Fifteen minutes to discuss one recent estimate and decide whether a closer look would be useful.