Forum Discussion

Contributor 2

5 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

14 days ago

I’d track the quotes by stage so you can see where they’re actually dropping off quoted, contacted, financing discussed, won lost, etc. That should make it easier to tell whether the issue is the initial quote or what happens after it.

Are you currently tracking the reason each replacement quote is lost, or are you mainly looking at the overall 20% conversion rate?