For HVAC, Plumbing, and Electrical Teams

Respond in under 2 minutes. Follow up on every estimate.

I build AI-powered lead systems that instantly respond to new inquiries, recover missed calls, and keep estimate follow-up consistent until the job is booked or closed.

Problem

What breaks first when growth outpaces process

Most service teams do not have a people problem. They have a system problem.

Pain Point 01

Inbound leads sit for hours while office staff is overloaded.

Pain Point 02

Missed calls never get recovered, especially after-hours and weekends.

Pain Point 03

Estimate follow-up depends on memory, not a repeatable process.

Pain Point 04

No visibility into where leads are dropping out of the funnel.

Solution

What I build for lead automation

Production-ready systems with clear rules, observability, and escalation when humans need to step in.

Build 01

Instant multi-channel response (SMS + email) triggered from form fills, calls, and CRM updates.

Build 02

Structured follow-up sequences by trade, service type, and lead intent.

Build 03

Escalation logic that routes priority leads to humans when needed.

Build 04

Dashboards tracking response times, booked jobs, and follow-up coverage.

How It Works

Simple process. Real outcomes.

Most engagements follow a focused implementation path from bottleneck discovery to measurable deployment.

1

Map the lead journey

We audit your existing call, form, and estimate process to identify leakage points and response gaps.

2

Build and connect workflows

I integrate your CRM, phone system, and messaging stack so responses trigger automatically.

3

Launch with guardrails

Every sequence includes escalation rules, failover logic, and quality checks before going live.

4

Tune for conversion

Weekly optimization improves response copy, timing, and routing based on real close-rate data.

Pricing

Engagement models

Most projects begin with a pilot to prove impact, then expand into broader automation and optimization.

14-Day Automation Pilot

$2,000 – $4,000

Launch one high-impact workflow in two weeks and validate ROI with real production metrics.

Multi-Workflow Build

$5,000 – $15,000

Connect multiple systems and handoffs so your lead, ops, and reporting flows work together end-to-end.

Ongoing Retainer

$1,500 – $5,000/mo

Continuous optimization, reliability monitoring, and new workflow expansion as your business grows.

Most lead automation engagements start with a focused 14-day pilot, then expand into multi-workflow booking and retention systems.

Related Guides

Keep learning before you book

Practical reads to help you make a confident implementation decision.

Why HVAC Companies Lose 50% of Their Leads

See where response delays kill booked revenue and how to fix it.

Read the guide →

Automated Scheduling for Home Services

How scheduling automation works in the real world for trades teams.

Read the guide →

What Happens in a 14-Day Automation Pilot

Understand the exact implementation process before committing.

Read the guide →

Start with one bottleneck

Let's build your next system

We'll map your highest-leverage workflow, scope the fastest path to ROI, and launch a production-ready solution.