HVAC Company Stops Losing Leads With Automated Follow-Up
HVAC Company · Southeast U.S.
Problem
The business was running paid ads with no system to capture or follow up on leads. Inquiries came in and went cold — no CRM, no automation, no visibility into what happened after the first contact.
Solution
Deployed HighLevel CRM, built automated SMS and email follow-up sequences triggered on lead capture, and integrated a booking calendar so prospects could schedule directly.
Result
Within 60 days the business had a measurable pipeline for the first time — qualified leads tracked from first click to booked call, with automated follow-up recovering deals that previously went unanswered.
Before
- ✕Running paid ads with no CRM to capture leads
- ✕Inquiries coming in and going cold within hours
- ✕No visibility into what happened after first contact
- ✕Owner manually checking email and missing follow-ups
After
- ✓Every lead captured automatically into HighLevel CRM
- ✓SMS + email follow-up fires within minutes of inquiry
- ✓Full pipeline visibility from click to booked call
- ✓3× increase in booked service calls within 60 days
“We had no idea how many leads we were losing until we could actually see them in the CRM. The follow-up sequences alone recovered jobs we would have never closed.”
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