Service · Lead follow-up

Follow up with every lead, automatically.

Automatic texts and emails that turn leads, quotes and past customers into jobs.

Quick answer

What is lead follow-up for HVAC and plumbing companies?

Lead follow-up for HVAC and plumbing companies means automatically texting and emailing new leads, open estimates, no-shows and past customers so fewer opportunities go cold and more of them turn into booked jobs.

Many HVAC and plumbing leads don't book on the first contact. They're comparing quotes, waiting for payday or just busy. Without follow-up, most of them disappear.

Your customer list is also one of your most valuable assets. Past customers already trust you, but most shops only hear from them when something breaks.

Techeo sets up automatic, personal follow-up: instant replies to new leads, appointment reminders, seasonal tune-up campaigns and win-back messages, all connected to your CRM so nobody gets a message that doesn't fit.

Trade-specific follow-up

Turn appropriate inquiries into owned next steps

Connect missed calls, forms and estimates to truthful messages, human ownership, stopping rules and reliable outcomes.

Post-service growth

Build customer retention around completed work and trust

Connect customer care, memberships and appropriate reminders to reliable repeat-work outcomes without spam or invented lifetime-value claims.

The problem

What's holding you back

Leads that don't book on the first call usually get forgotten. Past customers go years without hearing from you.

What we do

  • ✓Text and email new leads within seconds
  • ✓Remind customers about appointments and tune-ups
  • ✓Win back past customers with seasonal offers
  • ✓Re-engage unbooked leads until they're ready

What you get

  • ✓Ready-made follow-up sequences
  • ✓Appointment reminders
  • ✓Seasonal campaigns to your customer list

Results to expect

  • ✓More leads turned into jobs
  • ✓Fewer no-shows
  • ✓More repeat business
How we do it

How our lead follow-up works

  1. Step 1

    Map your leads

    We find where leads come from and where they drop off today.

  2. Step 2

    Build sequences

    We write text and email sequences for new leads, estimates, no-shows and past customers.

  3. Step 3

    Connect your CRM

    Messages trigger from real job and estimate data.

  4. Step 4

    Launch and watch

    We track replies, bookings and opt-outs.

  5. Step 5

    Seasonal pushes

    Before summer and winter we run tune-up and maintenance campaigns to your list.

Who this is for

  • →Shops with lots of leads but a low booking rate
  • →Companies with a large past-customer list that's never contacted
  • →Offices that don't have time to chase every lead by hand
Questions

About lead follow-up

Won't this annoy my customers?

Messages are spaced out, personal and relevant, and customers can opt out anytime.

Is texting customers legal?

Yes, with proper consent. We set up opt-in language and follow texting rules.

Can my office still reply personally?

Yes. Replies land in one inbox your team can answer.

What results should I expect?

Fewer lost leads, fewer no-shows and more repeat jobs. We track each in your dashboard.

Will this spam my customers?

No. Messages are timed and personal, and customers can opt out anytime.

Does it work with my CRM?

Yes, we connect it to the CRM you already use.

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