Automating HVAC Estimates & Follow-ups for 2x Close Rate

The Challenge

CoolBreeze HVAC was generating leads, but their follow-up process was entirely manual. Technicians were forgetting to send estimates, and prospects were falling through the cracks.

Our Solution

We built a drag-and-drop sales pipeline in GoHighLevel. We created automations so that when a lead was moved to the “Estimate Sent” stage, GHL automatically followed up via text and email every 2 days until the prospect responded or booked the job.

The Result

No lead was ever forgotten again. Their estimate-to-close rate doubled, and the business owner gained complete visibility over their projected revenue for the first time.