Book more replacement jobs from the calls you already get.
In 3 weeks you'll know exactly where replacement jobs slip away between the first call and the signed estimate, and what each leak costs you a year.
What it looks like fixed, and what it looks like today
These are the stages I check first for HVAC companies. Most lose the most money at one or two of them, and the audit tells you which.
What closing a few more is worth
Illustrative example: a replacement-focused HVAC company with 180 leads a month, a $11,000 average job and a 18% close rate today.
Illustrative numbers, not client results. Run your own numbers.
| Close rate | Added per month | Added per year |
|---|---|---|
| 18% → 19% | +$19,800 | +$237,600 |
| 18% → 20% | +$39,600 | +$475,200 |
| 18% → 21% | +$59,400 | +$712,800 |
The numbers you'll finally see
The Breakdown prices each of these from your own data and compares it to your own best month, rep or location.
- Answer rate on inbound calls, by hour of day
- Repair-to-replacement opportunity rate
- Estimate close rate by comfort advisor
- Days from estimate to signed job
- Maintenance agreements sold per 100 service calls
Questions from HVAC companies
How can an HVAC company increase replacement sales without more leads?
Start with the leads already coming in: answer every call, including after hours, follow up on every open estimate for at least two weeks, and make sure technicians flag aging systems to a comfort advisor. Measuring estimate close rate by advisor usually shows where the gap is.
What is a good speed to lead for HVAC?
For emergency and replacement calls, minutes, not hours. The homeowner is usually calling several companies at once, and the first to respond with a real answer has a clear advantage.
Should HVAC companies sell maintenance agreements on every call?
Offering them consistently is what matters. Agreements create recurring revenue and give you the first call when the system eventually needs replacement.
Sign more of the roofs you already inspect.
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See how →Find out what your business is leaving on the table.
Bring your lead count, close rate and average deal. In 30 minutes you'll know whether there's $50,000+ a year to recover. If there isn't, I'll tell you.