Forum Discussion

Contributor 2

3 months ago

How do HVAC companies improve their quote conversion rate and follow up with leads?

How do you get better at sales? I’m only turning over 20% replacement quotes. Do you have an automated follow up system? I also provide two different financing options. Is there a way to track to...

Contributor 2

5 days ago

20% is interesting. I think separating "lost because of price/competitor" from "never followed up properly" is probably the key.

I'm actually exploring a very lightweight way for small HVAC companies to identify open estimates that are going cold and make sure the right follow-up happens.

Curious — how are you currently tracking your open replacement quotes? Is it mostly inside Jobber, or are you using reminders/spreadsheets as well?