Recover Revenue From Leads You Already Paid For

ClientPilot helps HVAC companies reconnect with old estimates and stale leads using structured, automated email follow-up so interested customers can return to the company's booking process.

Ask About the Pilot

What ClientPilot Does

We focus on opportunities already sitting in an HVAC company's existing database rather than requiring the company to purchase a new source of leads.

Old Estimate Follow-Up

Reconnect with homeowners who previously received an estimate but did not move forward.

Stale Lead Reactivation

Follow up with previous inquiries that never became booked or completed jobs.

Booking Opportunities

Interested customers can be routed back into the HVAC company's approved booking process.

How It Works

ClientPilot provides a managed revenue-recovery workflow using client-approved data and messaging.

1. Client provides an existing lead or estimate list.

2. Records are cleaned and organized into appropriate segments.

3. Approved automated email follow-up is launched.

4. Interested customers are directed toward the client's booking process.

5. Activity and booking opportunities are reported back to the client.

Founding Pilot

14-Day Revenue Recovery Pilot

$199

Test ClientPilot on one existing lead or estimate database.

Ongoing service is currently offered starting at $499 per month if the client chooses to continue.

Contact ClientPilot

Contact

Questions about ClientPilot or the 14-day pilot?

Email: hello@useclientpilot.com

Service Disclaimer

ClientPilot does not guarantee a specific amount of recovered revenue, appointments, customers, or completed jobs. Results vary based on the client's database, market, offer, customer response, and other factors.

Privacy

ClientPilot uses business and customer information only as necessary to provide the requested revenue-recovery service. Clients are responsible for providing appropriate data and contact permissions. ClientPilot does not sell customer contact information.

Communications

ClientPilot's standard recovery service begins with email follow-up. SMS messaging is not used unless appropriate consent and required messaging registration have been confirmed.

Terms

ClientPilot provides business follow-up and automation services. Clients remain responsible for their pricing, estimates, technical services, customer agreements, appointment availability, and final customer transactions.