Page 1 of 2
FlowHVAC Lead Recovery Assessment
What's your name?
*
What's your business email?
*
What's your HVAC company's name?
*
What's your company website?
What's your role in the business?
*
A
Owner
B
General Manager
C
Sales or operations manager
D
Other
Approximately how many new customer inquiries does your business receive each month?
*
A
Fewer than 20
B
20-49
C
50-99
D
100-249
E
250 or more
F
Not sure
What happens when your team misses a call or doesn't reach a new lead?
*
A
We have a consistent process
B
Someone usually follows up, but it isn't tracked consistently
C
Follow-up depends on who is available
D
We often don't know whether follow-up happened
How do you currently track estimates that haven't been accepted?
A
Our software or CRM tracks them with follow-up tasks
B
We use spreadsheets or manual reminders
C
Team members manage their own follow-ups
D
We don't have a consistent process
Which follow-up challenge is most important to solve?
A
Missed calls and new inquiries
B
Estimates that never get accepted
C
Leads that stop responding
D
Older leads that haven't been revisited
E
Unclear ownership of follow-up tasks
F
We need better visibility across the entire process
What tools do you currently use to manage leads and estimates?
If we identify a clear opportunity to improve your follow-up process, when would you want to address it?
*
A
As soon as practical
B
Within the next 30–60 days
C
I'm researching options for later
D
Just exploring at this stage
Submit