60%
Conversion Increase
5 hrs
Saved Per Day
40%
More Estimates Converted
The Problem
Precision HVAC generates 200+ leads per month during peak season. Their operations manager, Michael, spent 3-4 hours every day manually following up with estimates that hadn't been accepted.
The process was chaotic: leads sat in a spreadsheet, follow-ups were inconsistent, and the team had no visibility into which deals were hot vs. cold. Michael knew they were leaving money on the table, but didn't have time to fix the system.
They needed a CRM, but every option seemed complicated and time-consuming to set up.
The Solution
- GoHighLevel CRM Setup:
Custom pipeline with stages: New Lead → Estimate Sent → Follow-up → Won/Lost. Every lead automatically routed based on source and service type.
- 7-Day Nurture Sequence:
After sending an estimate, an automated email and SMS drip campaign kept the business top-of-mind without manual work.
- Lead Scoring & Alerts:
Hot leads that engaged with emails or opened estimates triggered Slack notifications for immediate follow-up.
The Results
Key Wins
- Conversion rate went from 25% to 40% on estimates
- Michael saved 5 hours per day on manual follow-up
- $180K in additional revenue in first 90 days
- Team visibility into pipeline increased accountability
"The automated follow-up system pays for itself 10x over. We're converting deals that would have slipped through the cracks before."
— Michael Chen, Operations Manager, Precision HVAC
What We'd Optimize Next
- →Add seasonal maintenance reminder campaigns
- →Build referral request automation for happy customers
- →Connect to QuickBooks for automated invoicing