HVAC FollowUp

Lead follow-up for HVAC contractors

Keep the next job moving.

Your crew handles the service. We help your office acknowledge website inquiries, follow up consistently, and give every prospect a clear next step.

Book a 15-minute demo See how it works

For HVAC contractors with 3–25 employees and an existing flow of inquiries.

HVAC technician reviewing a rooftop service unit
Built around your process

The goal is simple

Inquiry → Follow-up → Human handoff

Less chasing. More clarity for your scheduling team.

The service standard

Client-approved messagesTested before launchMeasured results, no sales promises

01 / The workflow

A clear next step.
Not another inbox.

We start with one lead source and the way your office already works. Then we connect the repetitive steps—without replacing your staff or inventing prices and availability.

Built around your rules.

Approved account access, agreed follow-up timing, opt-out handling, and a human contact when the conversation needs one.

  1. 01

    Capture the inquiry

    Connect one website form or approved lead source to a CRM record with contact details, a timestamp, and a status.

  2. 02

    Acknowledge and follow up

    Confirm receipt with wording you approve. Follow agreed reminders and stop when the prospect replies, books, or opts out.

  3. 03

    Book or hand off

    Share your booking link or notify your office so a real person can handle scheduling and service questions.

  4. 04

    See what happened

    Review a simple monthly report of leads received, responses sent, appointments booked, and staff handoffs.

02 / Start small, measure honestly

Your first 30 days,
with a defined scope.

We map your process, agree on a baseline, test with fictional leads, and get your approval before going live. A seven-day check-in catches issues; a 30-day review shows what changed.

This is a paid founding pilot for the first one or two suitable businesses. No guaranteed revenue increases. Scope, usage limits, data responsibilities, and cancellation terms are agreed in writing.

Founding customer offer

AI Lead Follow-Up Starter

$299 /mo

Monthly service

$299

One-time setup

  • — One approved lead source
  • — Automated acknowledgment and follow-up rules
  • — Booking link or staff handoff
  • — Simple monthly performance report
Discuss your pilot

Custom features and additional lead sources are outside the starter scope. We confirm software costs and usage limits before setup.

03 / Let’s look at your process

What happens after
your next inquiry?

Bring your current follow-up process. We’ll walk through a fictional lead together and see whether a pilot makes sense for your office.

Book a 15-minute demo