CortexaOS Resources
Original research, ROI analysis, and strategic guides for SMB operators who want the data behind the decision.
Whitepapers & Reports
Revenue Protection: The Financial Case for Katherine
Every missed call is lost revenue. This report quantifies exactly what missed calls, stalled follow-up, and slow lead response cost small businesses — and how Katherine, your AI Revenue Protection Employee, eliminates all three automatically.
The Katherine Revenue Protection Playbook
The complete marketing toolkit for the Revenue Protection Employee positioning — video ad scripts, vertical-specific headlines, social copy, 3 offer variants, and ready-to-use templates for 5 channels.
The HVAC Business Playbook
How heating and cooling businesses capture more calls, quote with confidence, keep permits and paperwork in order, and build a recurring revenue base — all in one platform.
The Maintenance Agreement Playbook
A repair call is paid once. A maintenance agreement brings the same customer back every spring and fall. This playbook shows HVAC contractors how to build predictable recurring revenue.
Code, Permits, and Certifications
Mechanical permits, commissioning records, technician licenses and refrigerant records. This report shows how CortexaOS helps HVAC contractors keep the paperwork in order — included in every plan.
Tools & Comparisons
SaaS Consolidation Calculator
Calculate exactly how much you're overpaying for fragmented tools — and what you'd save consolidating to CortexaOS. Takes 60 seconds.
See it in action
Everything in these reports is built into CortexaOS. Start a free trial and see the AI Receptionist, Follow-Up Agent, and 154 specialists working for your business today.
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