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Outcomes / HVAC

Illustrative scenario

6 hrs → under 1 hr

Average web-lead response time

From 6 hours to under 1: how a Bloomington HVAC company stopped losing web leads

HVAC company, 40 people, Bloomington

Illustrative scenario: a composite example of the kind of work we do, not a specific client.

The business

A 40-person residential HVAC company in Bloomington. Installs, repairs and maintenance plans across the south metro. Busy in July. Busier in January, when a furnace dies at 2 a.m. and the homeowner fills out three web forms before breakfast.

The outcome they wanted

The owner put it plainly: “When someone asks for a quote online, I want us to call them back before the other guy does.” That became the number. Average time from web form to first call.

The baseline

We pulled two months of web leads and matched them against call logs. The average response time was about 6 hours. Worse, roughly 30% of web leads were never called at all. They came in, landed in a shared inbox, and got buried under supplier emails and warranty notices.

Nobody was lazy. Everyone assumed someone else had it.

Root causes

  • Web leads went to a shared inbox that four people could see and no one owned.
  • HubSpot was in place, but leads were typed in by hand, often the next morning.
  • Dispatchers were on the phones and in the field. They did not sit in front of email.
  • There was no rule for what happens when a lead goes untouched.

What we built

Web leads now route straight into HubSpot with no retyping. The moment a lead lands, the on-call dispatcher gets a text with the customer’s name, address, and what they asked for. If nobody marks the lead as contacted within 30 minutes, it escalates to the office manager. After hours, the escalation follows the on-call schedule.

We kept it small. No new app for the dispatchers. They already lived on their phones, so the alert went where they already looked.

The adoption tripping point

Two weeks in, the numbers were good on most days and bad on others. The bad days traced back to one dispatcher who ignored the texts. It would have been easy to call that a people problem. We treated it as a workflow problem.

He was on install jobs those days, hands full, and the texts felt like noise. So we adjusted the escalation rule: when a dispatcher is scheduled on an install, his leads skip straight to the next person on call. No lecture. Just a better rule.

The result

Average web-lead response time went from 6 hours to under 1 hour. The share of leads never called dropped from 30% to nearly zero. The owner checks one HubSpot view each morning instead of digging through an inbox, and the team stopped arguing about whose lead it was.

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