Case study · Residential HVAC
Helping an HVAC company convert more existing leads
- GoHighLevel CRM
- Lead routing
- Booking workflows
- Follow-up automation
Same monthly lead volume, before and after
Appointments booked
1824
Booking rate
30%40%
New paying customers
69
Staff hours saved a month
6
The problem
Inquiries came from the website, Facebook and phone calls, but details sat in scattered inboxes. Follow-up depended on whoever noticed, and the owner couldn’t see which leads became customers.
What we did
We made GoHighLevel the one place for every inquiry: forms create contacts and opportunities, leads are assigned, and instant replies, missed-call text-back, reminders and follow-ups run on their own.
What stayed human
Office staff still confirmed service areas and availability. Technicians diagnosed equipment and prepared estimates, and pricing and sales stayed with the team.
See the full numbers
The changes
| Monthly metric | Before | After |
|---|---|---|
| Unique leads | 60 | 60 |
| Appointments booked | 18 | 24 |
| Booking rate | 30% | 40% |
| Appointments completed | 15 | 21 |
| New paying customers | 6 | 9 |
| Close rate: customers ÷ completed appointments | 40% | 42.9% |
| Overall lead-to-customer rate | 10% | 15% |
Business impact
The business gained three additional customers per month—a 50% increase—with the same lead volume. Most of the improvement comes from booking more of the existing inquiries, not from a dramatic improvement in selling.
Time saved: at 60 leads per month, cutting manual CRM updates, scheduling messages and reminders from 12 to five minutes per lead saves seven hours. Deducting one hour for workflow checks leaves six net staff hours saved monthly.
These savings exclude technician visits and sales conversations.
Same 60 leads a month before and after. Hours saved exclude technician visits and sales conversations.