Sample data$150–$400 · fictional HVAC company, 6 techs
Riverbend Heating & Air
Web and phone leads arrive all day. The office manager writes them on sticky notes or forwards them by email; first callbacks often take 4+ hours, and after-hours requests wait until morning.
Sample one-page report — Current flow map
Lead comes in→
Inbox / sticky note→
Callback→
Estimate→
Scheduling
4h 20m
Avg. time to first response
3×
Lead details typed more than once
7
Estimates waiting more than 2 days
Ranked recommendations
- 1. Missed-call text-back + web form to lead sheet~6 hrs/week saved
- 2. Automatic estimate follow-ups on day 2 and day 5~4 hrs/week saved
- 3. Single shared lead list instead of sticky notes and email~3 hrs/week saved
Next-step scope: Set up recommendation #1 as a Starter Automation. Assessment fee is credited toward the project.
“Before I propose anything, I'd like to map how a lead moves from first call to scheduled job. It usually takes about an hour, and you'll get a written list of what to fix first.”
Jamal Hawkins
See this in your business?
I automate lead follow-up and scheduling for Nashville home-service companies. Book a free assessment: we map how a lead moves through your business today, and you get a written list of what to fix first.
No obligation. The assessment fee is credited toward any project.