Results from our HVAC work, read through a CRM lens

HVACDeal.ca: volume needs a pipeline

HVACDeal.ca generated 500+ leads at a 12:1 ROI. A return like that only holds if the leads are worked, and five hundred leads is far beyond what anyone can track in an inbox.

What transfers to CRM work: when lead volume rises, every lead needs a stage, an owner and a next step. Without an agreed pipeline, the ratio of leads to sold jobs drifts down as the team gets busier, and nobody notices until the month-end numbers arrive.

CombiBoiler.ca: monthly flow and response speed

Our work on CombiBoiler.ca produced 300+ monthly leads and a 300% ROI, backed by 500+ page-1 rankings for combi-boiler searches. Three hundred leads a month is roughly ten to fifteen every working day.

What transfers: at that pace, the gap between a quote request and a first response decides who wins the job. A CRM needs a queue that shows new requests in order, a target for first contact and a follow-up sequence for every quote. It also needs clean equipment fields, because a combi boiler quote depends on what is already installed.

CanroHeat.ca: growth that tests the office

CanroHeat.ca achieved 250% lead growth. Growth of that size usually lands on the same office team that handled the old volume.

What transfers: the CRM has to take work off the office, not add to it. That means a short intake screen, returning customers recognised from their phone number, and call tracking that records the source automatically so CSRs aren't asked "how did you hear about us?" and left to type the answer.

BCWide.ca: fast change needs fast adoption

BCWide.ca tripled its leads in 90 days. When demand moves that fast, there is no time for a long rollout.

What transfers: adoption has to be planned in weeks, not quarters. Role-by-role training, a named internal champion and weekly usage checks are what keep a team on the system when the phones are busiest.

GasBoilers.ca: many communities, one record system

We built GasBoilers.ca as a gas-boiler division for CANRO Heat. The division reaches customers in 26+ BC communities, and its Google rating stands at 5.0★ from 76+ reviews.

What transfers: a service area spread across dozens of communities needs territory and service-area fields, clean addresses for routing, and reporting by community. It also shows that a specialist line of business can share a company's systems while keeping its own job types and pipeline.

What none of this means

These results don't mean a CRM setup will produce more leads. Marketing produces leads; a CRM decides how many of them become booked visits, sold jobs and renewed maintenance plans. They also don't predict your numbers. Every company starts from a different place.

What they do show is that we know what an HVAC office looks like when demand rises, and where it tends to crack.

Reading these results honestly

Treat every number here as evidence of method, not a forecast for your business.

How we measure CRM work instead

For CRM engagements, we agree measures you can check yourself in your own system:

• share of new jobs with required fields complete;
• open estimates with an owner and a next-step date;
• estimate close rate, before and after;
• maintenance visits booked before the season;
• calls with a source attached.

Every published HVAC case study, with more detail than this page, sits on HVAC.Agency's case studies page. To discuss what we would measure in your company, see pricing or get in touch.