Which unsold estimates should your team follow up first?
You have replacement estimates that have gone quiet and room for more installations. Use the Free Lost Job Audit to identify what to investigate, how to approach the next conversation and what to track.
Start My Free Lost Job AuditThe same free audit, focused on your HVAC situation. No second free offer and no obligation.
A useful plan before more spending
- A starting score and primary potential constraint.
- Three priorities, with website observations separated from your answers.
- A record-review checklist, adaptable follow-up script and outcome-tracking example.
No verified lost-revenue calculation. Estimate amounts are not collected revenue. Prioritizing specific customers requires your internal records and contact permissions; do not upload those records to this public form.
Use your audit even if you never hire us
- Choose the first priority. Check the matching call, estimate or job records before treating an owner answer as verified.
- Review eligible unsold replacement estimates: confirm the original request, current status, contact permissions, installation capacity and the next decision needed.
- Compare the same opportunity group and period. Keep replies, booked appointments, completed jobs, sold jobs and collected payments separate.
A follow-up script you can adapt
Hi [first name], this is [name] from [your business]. You asked us about replacing your HVAC system. Is that still something you need help with, or should we close the request? If it is still relevant, we can confirm the right next step with you.
Sample wording, not a message sent for you. Confirm eligibility and permission, use approved channels and honor opt-outs. Do not promise availability or pricing you have not confirmed.
Simple tracking example · demonstration only
- Opportunity
- Sample unsold estimate; no customer details
- Next action
- Owner assigned; permission and status checked
- Appointment
- Not booked yet
- Completed / sold / collected
- Not verified; record separately when supported
Verified booking rates, recovery rates and revenue require your actual operating records. A score or unaccepted estimate does not establish lost revenue.
Start your Free Lost Job Audit
HVAC and Orange County are prefilled and editable. Your website authorization, capacity, answers and contact choices remain yours.
Tell us about your business
We'll review your public website while you answer a few quick questions.
No need to type https:// — just your domain.
For example: Irvine, or Orange County, California