Automating Quote Follow-Up for an HVAC Installer
Replacing sticky-note follow-up with an automated sequence that keeps every open quote alive until it closes or dies honestly.
Background
An HVAC installer produced detailed replacement quotes daily, but follow-up depended on whoever remembered. High-value quotes routinely went cold in a drawer.
Challenge
Replacement decisions take weeks. Without systematic follow-up, the company was invisible during the exact window when homeowners were comparing bids.
Solution
A CRM pipeline where every quote enters an automated 14-day follow-up sequence — helpful check-ins by SMS and email, financing information at the right moment, and instant alerts to the sales lead when a customer re-engages.
Implementation
- 1Built pipeline stages from quote-sent through closed-won/lost
- 2Wrote a follow-up sequence framed as helpful, not pushy
- 3Added automated financing-options touchpoint for quotes above a threshold
- 4Wired hot-lead alerts to the sales lead's phone
- 5Trained the office team on the one dashboard that now runs follow-up
Results
Results coming soon — tracking is live and numbers will be shared once a full season of data is in.
Testimonial
Client feedback will be published here once collected and approved.
Free strategy call
Want a system like this in your business?
Book a free 30-minute strategy call. We'll map your biggest leak and tell you honestly whether we can fix it.
No pressure. No obligation. Just a clear plan.