Qualified opportunities
The homeowner fits the service area and represents work the company actually wants.
Marketing performance should make sense to the person running the HVAC company.
See how we define marketing performance, from qualified inquiries to booked appointments and sold work. The reporting preview below is illustrative; we have not published verified client case studies yet.
OUR REPORTING STANDARD
Clear definitions. Useful context.
Search visibility, clicks and response times help explain what is happening. We review them alongside inquiries and appointments so your team can see where progress is being made and where more attention is needed.
Every engagement begins with a baseline, a clear definition of a qualified opportunity and agreement on which metrics can be tracked reliably with the client’s current systems.
ILLUSTRATIVE REPORTING VIEWHVAC Growth Command Center
Sample interface
Pipeline healthExample visualization, not client performance
New demand Booked opportunities
Qualified opportunities
Do the inquiries match your services and area?
Track → optimizeBooked appointments
How many qualified opportunities make it onto the schedule?
Track → optimizeBooking rate
What share of qualified inquiries become appointments?
Track → optimizeCost per booked appointment
What is the agreed campaign cost for each appointment?
Track → optimizeReplacement estimates
How many homeowners request replacement estimates?
Track → optimizeSold work
Tracked when attribution and client systems make it reliable.
Track → optimizeTHE HVAC GROWTH SCORECARD
Six measures that help explain performance.
Booked appointments
Qualified opportunities that successfully move onto the schedule or into a replacement consultation.
Booking rate
The share of qualified inquiries that become booked appointments, using the same reporting period and agreed tracking rules.
Cost per qualified opportunity
Agreed campaign costs divided by qualified inquiries. Reports identify whether the cost includes ad spend, service fees or both.
Cost per booked appointment
The same agreed campaign costs divided by booked appointments. A booking is not yet a sold or completed job.
Sold work / revenue
Tracked when the client systems and attribution quality make the connection reliable enough to trust.
CASE STUDIES
Client case studies are not available yet.
The dashboard on this page is a sample reporting view. Its chart is illustrative and does not represent a client result or a forecast for your business.
When verified case studies are available, they will include the starting point, work completed, reporting period and context needed to understand the outcome.
START WITH YOUR BASELINE
Book the free growth audit ↗Find out what your current pipeline is actually doing.
We’ll review where demand comes from, how fast leads are handled, where bookings fall apart and what old opportunities may still be recoverable.