HVAC Lead Qualification System

The Problem

• •HVAC company receiving 200+ leads per month from Google Ads, Yelp, and referrals
• •Technicians in the field couldn't respond quickly, leads went cold
• •Office staff overwhelmed with incoming calls and form submissions
• •No way to prioritize emergency vs routine service vs tire-kickers
• •Conversion rate stuck at 18%

The Solution

• •Implemented AI lead response agent that instantly qualifies incoming leads via SMS, email, and phone
• •Asks diagnostic questions about urgency, system type, and budget
• •Routes emergency calls to on-call techs immediately
• •Books estimates for qualified prospects directly into scheduling system
• •Sends personalized follow-ups with video introductions and testimonials
• •Tracks lead source ROI and identifies best-performing channels

The Outcomes

Technologies Used