Trade AI Playbook

Salt Lake HVAC company turns paper membership folders into $35k with Podium AI Membership Coordinator

Air Design Heating & Cooling · Salt Lake area, UT, US ·

What they did

Office manager Lance Hudson used to spend 3–4 hours a day for ~six weeks each season calling through ~600 maintenance-agreement members from paper folders. Air Design turned on Podium's Membership Coordinator, which texts due members, checks the live dispatch board and books visits—without manual outreach calls.

Reported results

  • $35k revenue collected in six weeks
  • 471 members contacted by AI with no manual outreach calls
  • 187 jobs booked
  • 3–4 hours saved daily for the office manager during membership season

Tools

Podium AI Membership Coordinator, Podium AI Operating System

Cost

Not disclosed

Source

Podium: https://homeservices.podium.com/resources/case-study/air-design-ai-membership-coordinator

Vendor case study (results reported by the vendor). Source checked 2026-11-03. Results are as reported by the source, not independently audited.

Try it yourself: starter prompt

Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.

You are the membership coordinator for an HVAC company. Text maintenance members who are due for a seasonal visit, offer real open calendar slots from the dispatch board, and book confirmed appointments without asking the office to place outreach calls.

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