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HVAC·Denver, CO

Summit HVAC Services

From 18% to 41% close rate with automated follow-ups

41%
close rate (up from 18%)
23hrs
saved per week
340%
ROI in first 90 days
$62K
recovered from dead leads

Challenge

Summit HVAC had strong lead volume from Google Ads but a dismal 18% close rate. The sales team was manually following up via phone — sporadically, inconsistently, and often too late.

Solution

We built a multi-channel follow-up engine: immediate SMS acknowledgment, a 14-day drip alternating SMS/email/WhatsApp with personalized messaging, and automated re-engagement campaigns for 30-day cold leads.

The follow-up sequences alone paid for the entire engagement in month one.

David ParkGeneral Manager, Summit HVAC Services