HVAC — Lead Response Automation for Booked Calls
HVACPhoenix, AZ
Automation · SMS · Lead routing · Follow-up
Instant SMS routing and reminders cut response time and recovered revenue from decaying leads.

Summary
We connected ads and forms to an immediate SMS workflow with dispatcher routing and no-show reminders.
Problem
- Leads sat in email inboxes during peak heat season.
- Dispatchers could not prioritize emergency vs tune-up.
- No structured follow-up after first touch.
Approach
We mapped the first 10 minutes after lead creation and automated every step that did not need a human.
Solution
Zapier-style routing, SMS templates by job type, and calendar reminders for booked slots.
- After-hours auto-reply with live transfer option
- Dispatcher dashboard tags
- Weekly SLA reporting
Results
Booked jobs rose while missed lead rate dropped sharply.
Same ad spend produced more revenue because speed-to-lead improved.
Book a Strategy Call
Want similar results in your market? We will map your funnel and acquisition system around qualified lead growth.