How This Oklahoma City HVAC Company Doubled Booked Work in 60 Days (by Finally Following Up)
Oklahoma City, OK•Small (2 techs, owner-operated)•60 days
Follow-up coverage: ~0% → consistent
Booked jobs gained: +22
No new ad spend
This Oklahoma City operator had steady calls, but almost zero follow-up. If someone didn't book immediately, it died. We installed simple follow-up + booking structure and booked work doubled over 60 days.
Starting Point
- •Owner-operated, always on jobs.
- •Calls came in, but follow-up was basically nonexistent.
- •The 'maybe later' leads vanished.
Key Numbers (Before)
- —~50 calls/leads per month
- —Almost zero follow-up after first touch
- —No system to track pending leads
What We Found
1) No second touch
2) No system to recover missed calls
3) No "pending estimate" tracking
What We Installed
- •Missed-call recovery
- •New lead instant follow-up
- •Unbooked estimate cadence (simple, short)
- •Basic pipeline + daily owner snapshot
30–60 Day Timeline
Week 1–2
- —Follow-up system deployed
- —Pipeline structure set up
Week 3–8
- —System refined based on responses
- —Owner visibility improved
Results (60 days)
Booked jobs gained:+22
Follow-up coverage:~0% → consistent
Revenue recovered: 22 jobs * $500 = $11,000 in ~60 days
What Changed Operationally
- •Owner had a system instead of memory.
- •Leads didn't disappear anymore.
Owner Notes
"This was the first time we felt in control of leads. I wasn't guessing anymore."
Key Takeaways
- •The smallest shops often leak the most because everything lives in someone's head.
- •A simple system creates stability fast.