How an HVAC Company Booked $87,600 in Previously Unsold Estimates After AI Follow-Up
Explore how an AI-assisted HVAC estimate follow-up workflow can help service companies reconnect with homeowners, organize unapproved replacement estimates, and bring overlooked sales opportunities back into active conversations.
Illustrative Results (60 Days)
Unapproved HVAC estimates targeted
Customers re-engaged through follow-up
Reopened sales conversations
Additional jobs approved after follow-up
Average approved HVAC job value
The Challenge
Summit Air & Heating had 178 outstanding HVAC replacement estimates that customers had not approved.
Its sales representatives were busy handling new appointments and had limited time for consistent follow-up.
The Vitalis Labs Solution
Vitalis Labs configured an AI-assisted follow-up system using Vitalis LeadFlow AI that:
- Identified older unapproved estimates.
- Segmented customers by estimate age and project value.
- Organized follow-up sequences.
- Identified interested homeowners.
- Assigned opportunities to sales representatives.
- Tracked responses and appointment outcomes.
How the HVAC Estimate Recovery Workflow Operates
An AI-assisted process designed to organize outstanding estimates and support consistent customer follow-up.
Identify Unsold Estimates
Review older HVAC replacement estimates that have not received customer approval.
Organize Follow-Up
Segment estimates by age and value, then organize appropriate follow-up sequences.
Re-engage Homeowners
Identify interested customers and reopen conversations about their replacement estimates.
Route Sales Opportunities
Assign interested customers to sales representatives and track appointment and approval outcomes.
$87,600 in gross booked sales associated with re-engaged customers across 12 approved HVAC jobs.
These illustrative figures represent gross booked sales, not profit or proven incremental revenue generated by AI. They do not establish that all approved jobs resulted solely from the follow-up system.
Recover More Unsold Estimates
Discover how Vitalis Labs can help your HVAC company reconnect with homeowners, organize estimate follow-ups, identify interested customers, and create more opportunities for your sales team using AI-powered automation.
Recover More Unsold EstimatesSummit Air & Heating is a fictional company. All activities, metrics, and business outcomes presented in this case study are illustrative examples and do not represent verified client performance. The $87,600 figure is gross booked sales, not profit, confirmed collected revenue, or proven incremental AI-generated revenue.