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Home Services (HVAC)

Home Services (HVAC)

End-to-End Lead Automation System

A fully automated lead handling system designed to capture, qualify, and respond to inbound inquiries instantly—eliminating manual work and maximizing conversion rates.


Overview

The client was struggling with slow response times and inconsistent lead handling. Every new inquiry required manual review, delayed follow-ups, and fragmented communication across channels.

The Problem

Leads were not responded to instantly

  • Manual data entry into CRM

  • No structured follow-up system

  • High drop-off rate from inbound inquiries

The Solution

We built a fully automated lead intake and response system using Make.com integrated with their CRM and AI processing.

The system:

  • Captures inbound leads from web forms and ads

  • Instantly responds using AI-generated messages

  • Qualifies leads based on predefined logic

  • Automatically assigns and logs leads in CRM

  • Triggers follow-up sequences without manual input

The Result

92% faster response time

  • 37% increase in booked jobs

  • Zero manual lead assignment

  • Improved customer experience

Key Takeaway

Speed and consistency in lead handling directly impact revenue. Automation eliminates delays and ensures no opportunity is lost.


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