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How Mark Generated 103 Booked Appointments in Just 90 Days

How Mark Generated 103 Booked Appointments in Just 90 Days

Year
2025
Client
Mark, HVAC Company, Oregon

How Mark Generated 103 Booked Appointments in Just 90 Days

Background

Mark owns an HVAC company serving homeowners who need fast, reliable heating and cooling repairs, maintenance, and replacements. Like many HVAC businesses, demand was unpredictable, competitors were aggressive, and consistent lead flow was difficult to maintain throughout the year.

Before working with Triangle, Mark struggled with major industry pain points:

  • Lead flow that surged one week and vanished the next
  • Manual follow-up that took time away from running jobs
  • Homeowners shopping around, ghosting, or forgetting appointments
  • Difficulty converting inquiries into scheduled estimates at scale

Mark needed a predictable, automated system that could generate steady HVAC leads, convert them into booked appointments, and keep his team busy — without relying on seasonal weather spikes or lead vendors.

Challenges & Goals

Mark’s biggest challenge was scaling his HVAC business without relying solely on referrals, unpredictable weather, or expensive lead aggregators. Most leads required constant manual chasing, creating inefficiency and missed opportunities.

His goals:

  • Generate a consistent flow of high-quality HVAC leads
  • Turn those leads into booked estimates automatically
  • Reduce manual follow-up
  • Increase homeowner trust and improve show-up rates

Process & Strategy

Triangle rebuilt Mark’s entire acquisition and follow-up engine using a proven, HVAC-specific Buyer Awareness System.

1. High-Converting Offer & Lead Generation Strategy

Triangle developed a targeted message positioning Mark as the trusted HVAC expert for quick, reliable home comfort solutions.
Paid ad campaigns were launched using Triangle’s Buyer Awareness Strategy to lower CPL and attract ready-to-book homeowners.

2. Automated Self-Booking Funnel

Triangle built a frictionless booking funnel allowing homeowners to schedule service calls in seconds.
This immediately increased booked appointments and reduced drop-off.

3. Lead Nurturing & Follow-Up System

Automated SMS and email sequences kept homeowners engaged and moving toward booking.
Human-driven follow-up turned unbooked leads into scheduled estimates.

4. Optimized Show Rate & Estimate Process

Triangle implemented a structured reminder cadence with confirmations, instructions, and trust-building messages.
This improved show-up rates and increased the number of completed estimates.

Results

Mark saw immediate gains within just 90 days:

  • 224 leads generated
  • $48.59 cost per lead
  • 103 booked appointments
  • 49% show-up rate

By implementing Triangle’s HVAC acquisition system and automated follow-up processes, Mark filled his team’s schedule with qualified homeowners every week — without chasing leads or relying on seasonal conditions. Triangle gave him a predictable, scalable engine to grow the business consistently.

Services:
Performance Marketing & Funnel Optimization
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224

Leads Generated

103

Qualified Appointments Booked

49%

Show Up Rate

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Conclusion

By implementing Triangle’s HVAC acquisition system and automated follow-up processes, Mark filled his team’s schedule with qualified homeowners every week — without chasing leads or relying on seasonal conditions. Triangle gave him a predictable, scalable engine to grow the business consistently.