Case Study
Example Case Study #1
Residential HVAC Company (Mid-Sized)
Overview
A mid-sized residential HVAC company with 15 employees was struggling during peak summer months. While demand was high, their internal systems weren't built to handle lead flow. The owner felt trapped between managing jobs and chasing down inquiries. Most leads came through website forms or Facebook ads, but by the time someone on the team could respond, competitors had already booked the job.
The Challenge
- Average response time to leads was over 2 hours.
- Many serious prospects were lost to faster competitors.
- Staff wasted time calling tyre-kickers and "price shoppers."
- Peak-season demand meant the office team was overwhelmed with admin.
- Inconsistent follow-up led to lost second-chance opportunities.
Our Solution
- Added a qualification quiz that gave homeowners instant value (cost/savings estimate).
- Integrated AI-powered SMS responses within 60 seconds of lead capture.
- Enabled direct online booking into the company's calendar.
- Implemented automated reminders and notifications for both staff and customers.
- Set up a review request loop after completed jobs to fuel organic growth.
Results Achieved
Result 1
Response time reduced from 2 hours → under 1 minute.
Result 2
Booked appointments increased by 40%.
Result 3
Freed up 10+ admin hours per week.
Result 4
Steady stream of reviews built long-term credibility.
