Lead Magnet
Get the HVAC Workflow Scorecard.
See where missed calls, dispatch pressure, estimate follow-up, membership follow-up, and office handoffs may be leaking revenue in your shop.
The five leak zones
1. Missed Calls / Unbooked Demand
Demand leaks before it ever turns into booked work.
2. Estimate Follow-Up Gaps
Quoted jobs stall when there is no follow-up cadence.
3. Dispatch Overload
Same-day pressure creates dropped balls and customer friction.
4. Membership / Maintenance Drift
Renewals and reminders fall behind when the office gets busy.
5. Office-to-Field Handoffs
Context gets lost between CSR, dispatch, techs, and office staff.
How to use it
- Read each statement and give yourself 1 point where it is consistently true.
- Write the score beside each item, then total the sheet at the bottom.
- Use the total score to judge whether the workflow is controlled, leaking, or breaking.
- Use the output to decide whether the issue is ownership, visibility, process, or load.
0-5: Meaningful workflow breakdown
Core workflow discipline is weak in multiple places and the office process is likely costing real value.
6-10: Some revenue leakage
Recurring misses are likely creating drag across booking, follow-up, or coordination.
11-15: Relatively controlled
The workflow is holding together reasonably well, even if isolated gaps still exist.
Using this as a LinkedIn follow-up flow
The native LinkedIn Lead Gen Form can point to the privacy page at /privacy and use /scorecard/thank-you as the hosted post-submit destination. That gives leads a useful next step instead of a dead end.