Unsold-Estimate Follow-Up for HVAC
Six figures of quotes are sitting in your CRM, untouched
The highest-margin revenue in your business is already sitting in your CRM. Every contractor has a backlog of quotes given and never followed up, usually six figures of it, because the techs are on jobs and the office is answering phones.
- Segmented by age, ticket size and system type, because a $14,000 replacement is not chased like a $280 repair
- Seasonal triggers on the first heatwave and the first freeze
- Replies routed to a human the moment there is buying intent
- Pull of the unsold-estimate backlog from the CRM
- Segmentation by age
The backlog already in your CRM
Every line is a deliverable, not a promise. If it is on this list it ships, and if it is not, it is outside the price.
Pull of the unsold-estimate backlog from the CRM
Segmentation by age
Ticket size and system type
SMS and email sequences per segment
A 14000 replacement is not chased like a 280 repair
Seasonal re-activation triggers
First heatwave, first freeze
Seasonal triggers
The highest-margin revenue in an HVAC business is already sitting in the CRM. Every contractor has a backlog of quotes given and never followed up, usually six figures of them. Nobody chases them because the techs are on jobs and the office is answering phones.
See what it costsGo get the money already sitting in your CRM
Segmented, seasonal, compliant, and handed to a human the moment they bite.
Segmentation by ticket size
The clock starts when we have access, not when you pay.
We pull the backlog
Every unsold estimate in the CRM, sorted by age, ticket size and system type.
We write per segment
High-ticket replacements get the financing angle. Small repairs get a short nudge. Nothing gets one generic template.
We work it and hand off
Sequences run on compliant sending windows, and a human takes over the second someone shows intent.
Compliance and opt-outs
Every item below is part of the fixed price.
- Unsold estimate
- A quote given and never closed. It sits in the CRM as the highest-margin revenue in the business, because the cost of earning it has already been paid.
- Speed to lead
- The time between an enquiry arriving and a human or system responding. In home services it predicts close rate more reliably than almost anything else.
What it costs
One price, agreed before we start, written into the service agreement.
One price agreed before we start. The full scope is written into the service agreement, so nothing gets added to the invoice later.
- Pull of the unsold-estimate backlog from the CRM
- Segmentation by age
- SMS and email sequences per segment
- Seasonal re-activation triggers
- Financing angle on the high-ticket segment
- Replies routed to a human the moment there is buying intent
Before you ask
The questions contractors actually ask before buying this, answered straight, including the ones where the answer is no.
How big is our backlog likely to be?
Bigger than you think. A contractor doing a few million in revenue typically has six figures of quoted-but-unsold work sitting in the CRM, most of it never touched after the first follow-up.
Will this annoy customers who already said no?
A quote that was never declined is not a no, it is an unanswered question. Anyone who opts out is removed permanently, and the sending windows are compliant.
Is chasing old leads by SMS legal?
Someone who requested a quote from you gave consent. Opt-out handling and TCPA-compliant sending windows are built in, and we will not run this on a purchased list.
Can the agent give discounts?
Only what you authorise. By default it offers nothing beyond what is already on the quote, and financing where you have a partner.
What do we need to provide?
CRM access or a scheduled export, and a decision on what the agent may and may not offer.
How fast does it pay for itself?
For most contractors, one recovered system replacement covers the setup and several months of the fee. We report recovered revenue monthly so you can check that claim against your own numbers.
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