This free HVAC Lead Recovery Audit helps identify where potential revenue may be slipping through the cracks in your follow-up process. Many HVAC companies lose opportunities due to missed calls, slow response times, lack of estimate follow-up, inconsistent review requests, or outdated lead management systems.

This quick audit reviews key areas such as lead response speed, after-hours communication, review generation, estimate follow-up, customer reactivation, and CRM usage. Once completed, you’ll have a clearer understanding of where lead leakage may be occurring and what improvements could help increase booked jobs and customer retention.

Most companies complete the audit in under 3 minutes.