The Proof-First Lead System
Client identity withheld.
Results
$53K
Booked revenue in 90 days, at the shop's own prices
Every booking
Traced to the lead source it came from
56% → 66%
Booking rate on answered sales calls
19% → 34%
Online leads that booked a visit
36
Missed callers rebooked the same day
9
Junk Local Services leads flagged for credit review
Company Profile
Company
Residential HVAC shop. ~$1.3M revenue, 5 service techs, 1 installer, the owner, and 1 CSR. ~2,200 past customers.
Stack
Field-service management software, VoIP phone system with call recording, Google Local Services Ads, Angi and a website form.
Operating Need
Know exactly which leads become jobs, and convert more of the leads the shop already pays for.
The Challenge
The owner had spent a year paying an agency that sent monthly reports about traffic and clicks, but never told him which jobs came from the spend. When he dropped them, he was left with Local Services Ads and online leads he didn't fully trust either. He knew some calls were missed and some leads went cold, but he couldn't see where. Before spending another dollar, he wanted proof.
The Audit
We ran the Local Services Missed-Call Check on 60 days of calls, scored a month of recordings and measured online lead response.
Patterns Found
- 28 of 132 Local Services calls in 60 days went unanswered
- 9 Local Services leads were spam, out of area or the wrong service
- 44% of answered sales calls ended without a booking
- Online leads waited a median of 3 hours for a first reply, and 19% booked
- Missed and unbooked callers were never contacted again
- No booking in the field-service software was tied to a lead source
The owner didn't need a new agency. He needed every lead tracked from first contact to booked job, in his own records.
The Architecture
Three systems working as six parts, built so every result can be traced.
Local Services Missed-Call Check
Mapped missed calls by day and hour and flagged junk leads for credit review, refreshed monthly.
60-Second Lead Responder
Texts every Local Services message, Angi and website lead by name within 60 seconds and books the visit.
Call Grader
Scores every recorded call on booking and handling, with weekly coaching clips for the CSR.
Lost-Lead Rescuer
Texts every missed or unbooked caller the same day with a real open slot.
Source Tracking
Tags every booking with the lead source it came from, so the owner sees which sources produce jobs.
Monday Recovered Revenue Report
One page every Monday with bookings and dollars by source, booking rate and rescued callers.
How the System Operates
The system replies, scores, rescues and tracks. The owner approves every credit request and can check any number.
- Every booking is tagged to its lead source
- Junk-lead credit requests are flagged for the owner, never submitted automatically
- The owner can dispute any number on any report within 7 days
How It Flows
- 1A call or lead comes in from any source
- 2It's answered, replied to within 60 seconds, or rescued the same day
- 3Bookings are tagged to their source, and every call is scored
- 4Every result is logged on the Monday report by source
Flagged junk leads are reviewed by the owner before any credit request goes to Google.
Implementation
| Stage | Focus | Key Results |
|---|---|---|
| Stage 1 | Lead and call audit | 28 missed Local Services calls and a 44% unbooked rate found |
| Stage 2 | Setup and approval | Lead sources connected; source tags and messages approved |
| Stage 3 | Launch | Lead Responder and lost-lead rescue live |
| Stage 4 | Always-on | Call Grader and coaching live; Monday reports by source every week |
Ownership
The owner now has a lead record he can verify himself.
Every booking tagged to its lead source
A Local Services missed-call analysis, refreshed monthly
Call scores and coaching clips for the CSR
Every Monday report
Operational Impact
The owner finally knows which leads become jobs. Every Monday, he sees bookings and dollars by source, so he can put budget where it actually works. Online leads hear back first, missed callers get a same-day second chance, and the CSR books more of the calls she answers. Trust now comes from his own records, not from a report someone else wrote.