Spot the $15K Winners Before You Burn a Tech's Afternoon

We don't sell HVAC services but we talk to your potential customers every single day while helping homeowners with Indoor Air Quality solutions. We hear it all: "My AC died, the house is 90 degrees" versus "Just curious what a tune-up costs."

Here's what we know: Whether your close rate is 10% or 30%, you've burned time calling back the $200 filter change while the $15,000 system replacement went to your faster competitor.

We built this lead scoring tool for ourselves using professional survey design expertise. Our design methods bring in scored leads at 3x the HVAC industry average. Since we don't compete for HVAC work, it made sense to share the system with the people who do.

Yes. Your customers are 3x more likely to complete our assessment compared to basic contact forms your competitors use. We're survey design experts who've optimized this across thousands of real completions.

Keys:

• Keep it under 2 minutes
• Ask only what matters, show progress bar
• Make it mobile friendly (improves access for ~60% of potential leads)
• Give value: make the next part of the HVAC process easier for business and customer

We've seen completion rates of 60-75%. And here's the safety net: even if someone abandons it halfway, you still capture their name, contact info, and any comments they entered. Worst case? You get the same basic lead you would have gotten anyway.

Absolutely. Every customer gets automatic branding customization (your colors, your logo, your company name). Beyond that, we can handle most custom requests.

Common customizations we've done:

• Add or remove specific questions
• Request photos of equipment or model numbers
• Route urgent leads directly to specific techs
• Send auto-reply messages to customers with next steps
• Adjust scoring weights (eg: prioritize customer urgency vs. system age)
• Integrate with your calendar for direct booking

We'll give you honest feedback if something might hurt completion rates, but most requests take just a few days to implement. Little-to-no extra charge for our early customers because your feedback helps us improve the product.

You don't need a CRM. You just need to be able to receive your lead in Google Sheets or Excel. You can call the lead right there or consider the following options if you do use a CRM.

Option 1 - Manual (30 seconds):

Export the spreadsheet, import to your CRM. Two clicks, done. Every lead is already scored, sorted, and ready to action.

Option 2 - Automated (coming soon):

We're rolling out Zapier automation so scored leads flow directly into your CRM in real-time. No spreadsheet, no manual work. Available as an add-on for early customers.

Most field service CRMs accept CSV imports, so even the manual method takes less time than manually entering one lead.

Perfect use case. This is where lead scoring really shines.

Scenario: Customer's AC dies at 11 PM on a Tuesday. They fill out your assessment while sweating in their living room. You wake up Wednesday morning to a Priority 9/10 lead with all the details: 18-year-old system, complete failure, $8-15K expected cost, needs it today.

You call them first and win the business before your competitors even check their voicemail.

Want to get fancy? We can route high-priority after-hours leads (Priority 8+, estimated value $5K+, whatever threshold you choose) directly to your answering service or on-call tech for immediate response. You set the rules, we execute.

You need this more than anyone. Solo operators get hurt worst by wasted time.

Think about it: Every hour you spend driving to a "just looking" call or playing phone tag with a tire-kicker is an hour you're not closing actual jobs. You can't afford to chase the wrong leads.

Real scenario: You wake up to 5 missed leads from overnight. Without scoring, you call them in order or try to guess from vague messages. With scoring? You immediately see:

• Lead 1: Priority 9/10, $12K replacement, system dead
• Lead 2: Priority 3/10, "checking prices"
• Lead 3: Priority 8/10, $6K repair, wants quote today

You call Leads 1 and 3. If you only have time before your first service call, you just prioritized your way to an extra $18K in potential revenue instead of wasting 30 minutes on a price shopper.

Solo operators who use this tell us it's like having a dispatcher who actually understands HVAC.

No contracts. Cancel anytime.

We bill month-to-month. We're confident you'll see ROI within the first month, but we're not going to trap you in a 12-month contract. In fact, if you don't see ROI the first year we will refund your setup fee.

The catch: Your founder pricing is limited time. If you cancel and come back later, you'll pay whatever the current rate is.

Your leads stay your leads. We never contact them, sell them, or share them.

Here's our data policy:

• Your customer information is yours alone. We don't sell it or use it for anything except delivering scored leads to you.
• Secure hosting: All data is encrypted and stored on secure servers (same infrastructure used by major CRMs).
• No competitor access: Your leads never go to other HVAC companies. Ever.
• You own the export: Download your data anytime as a spreadsheet. Take it with you if you leave.

We're in the Indoor Air Quality business, not the lead generation business. We built this tool because we needed it. Selling your customer data would destroy the trust that makes our actual business work.