Case Study
Example Case Study #3
Large HVAC Contractor (Regional)
Overview
A large regional HVAC contractor with multiple crews and a dedicated sales team faced a different problem: too many leads, but not enough structure to handle them effectively. Leads sat in the CRM without timely follow-up, and sales reps wasted time calling unqualified prospects. The business owner wanted a system that allowed his team to focus only on high-value, serious customers, without drowning in admin.
The Challenge
- Delays of 24+ hours before responding to web leads.
- Sales reps spent 30–40% of their time chasing unqualified leads.
- Missed opportunities due to lack of follow-up tracking.
- Admin staff overwhelmed with manual scheduling and reminders.
- Inconsistent review requests meant reputation wasn't keeping pace with growth.
Our Solution
- Deployed a smart quiz funnel to filter only qualified prospects.
- Integrated instant SMS + booking flow for faster conversions.
- Set up automated nurture campaigns to re-engage dormant leads.
- Streamlined scheduling with direct calendar bookings + notifications.
- Activated a review loop to consistently request and capture customer feedback.
Results Achieved
Result 1
Conversion rate improved by 32%.
Result 2
Sales reps focused only on pre-qualified, booked leads.
Result 3
Admin workload cut in half.
Result 4
Generated a steady pipeline of high-value residential and commercial jobs.
