Problem
Leads arrive through web forms, missed calls, Google, Yelp, and ad platforms — and each channel gets handled differently. Some get fast responses, others sit too long, and some disappear entirely. Speed-to-lead directly affects close rate.
HVAC lead intake automation
Lead Intake & Routing
Keep missed calls, web forms, Yelp, and Google leads from turning into lost revenue by routing everything into one prioritized queue with an instant response.
Solution
We build a unified intake pipeline that captures leads from every source, scores them by urgency and service type, routes them to the right team member, and sends an automatic reply to the customer — all within seconds of the lead arriving.
Expected outcomes
- Consistent speed-to-lead regardless of how the lead came in
- No leads lost due to missed calls or unmonitored inboxes
- Cleaner lead tracking and follow-up sequences for unconverted leads
Typical platforms
- ServiceTitan
- Housecall Pro
- n8n
- Twilio
Need this workflow mapped to your stack?
Review the core service page or read a related insight before moving into implementation.