Prepared for ▇▇▇▇▇ Heating & Air
A typical $3M HVAC company. Details redacted.
$29,512 a month, booked work already sitting in estimates this shop has sent. Missed calls and a dormant database push the real number higher.
- Estimates sent per month
- 70
- Average estimate value
- $8,500
- Close rate today
- 38%
- Recovered with follow-up
- 8%
The opportunity here isn't pricing or demand, it's the stack of estimates this shop sends every month that never get a real second touch. Closing 38% of quotes is solid, but it leaves more than forty open estimates a month, and at this size nobody has time to chase them once summer hits.
With an $8,500 average estimate, bringing back even a handful of those a month is well into six figures a year, all of it work the shop already paid to win. Most quotes get one follow-up, maybe two, then the homeowner books with whoever called them back.
None of this needs new staff or new software for the owner to run. A trained team does the follow-up on their behalf, in the company's name, until each estimate books or dies. The shop pays based on the jobs recovered.
We become your follow-up team.
You keep quoting like normal.
Nothing changes in how you run jobs or send estimates. You hand us the open estimates, or we pull them straight from your CRM.
We chase every open estimate.
We follow up on every quiet estimate by call, text and email, inside the system you already use and in your company's name, until the customer books or tells us no. We are not a call centre answering your phones.
Warm jobs go back to your team.
When a homeowner is ready to move, we hand them straight to your office to close and schedule. You keep doing what you are good at.
You see everything, live.
Every estimate, every touch, every recovered job in one dashboard, plus a weekly report. Full transparency, no wondering whether the work is getting done.
Real people on our team today, trained on your business. Any automated messaging runs inside your own approved platform, on your terms, never from us.
We start on performance, so the risk is ours, not yours. And if the audit shows there isn't enough sitting in your open estimates to make this worth your time, we will tell you straight not to start.