Case Study

Example Case Study #2

Small Family-Owned HVAC Business

Overview

A small, family-owned HVAC business (husband-and-wife team) had strong technical skills but limited time to focus on sales. They relied heavily on referrals and occasional ads, but when leads did come in, most were unqualified or went unanswered due to missed calls. The owners found themselves either working late into the night chasing leads or ignoring new opportunities altogether.

The Challenge

Too many low-quality leads draining valuable phone time.
Missed calls while out on service jobs led to lost opportunities.
No system to capture or nurture colder leads.
Struggled to compete against larger HVAC companies with faster response systems.
Reviews and referrals were sporadic, limiting growth.

Our Solution

Installed a smart quiz that pre-qualified homeowners before they got through.
Introduced AI SMS responses so no lead went unanswered, even during service calls.
Built automated nurture campaigns (emails + SMS) for 30-day engagement.
Added a review automation system for every completed job.
Set up seasonal offers to keep cold leads engaged year-round.

Results Achieved

Result 1

70% fewer wasted calls on tyre-kickers.

Result 2

Pipeline grew with more qualified, ready-to-buy jobs.

Result 3

Generated 20+ new 5-star reviews within 3 months.

Result 4

Owners regained time freedom and reduced stress.