Home/Heating and cooling lead follow-up

HEATING AND COOLING · RCS AUTOMATION

More appointments from your heating and cooling leads.
Up to 10 follow-ups in 3–5 days.

Your heating and cooling leads cost money. While you work with customers, new enquiries still deserve prompt attention. Conversion24 follows up through WhatsApp / RCS and voice, powered by AI. Book the appointment directly, with up to two optional validation questions if useful for your business.

WhatsApp / RCS + voice. One follow-up playbook.

Up to 10 follow-up attempts in 3–5 days, focused on booking the appointment. RCS is another messaging option where supported.

From €3.50per lead followed up

AI engine included. Messaging and voice usage are billed separately. Minimum purchase: 100 playbooks per month. Applicable setup costs are separate. Prices exclude VAT.

Explore the follow-up playbooks →

Big-brand experience. Available for your business too.

Experience withXPENGRandstadKPNAllianzSonovaYour brand here? 😉

More from your leads. Less work for your team.

More appointments

Turn interested prospects into booked appointments.

Better conversion

Get more value from your existing lead budget.

Lower follow-up costs

Reduce repetitive follow-up tasks.

Less manual work

Spend less time chasing leads, calling and scheduling.

Branded messaging needs a booking-focused next step

RCS provides another messaging option where the destination and region support it. A message delivered to a supported device is still different from a booked appointment. Conversion24 combines the chosen messaging route with AI voice, rather than treating message delivery as the commercial outcome.

Device support determines whether RCS can be used; it does not tell you whether the prospect wants an appointment. Agree the permitted fallback before starting the sequence. Keep delivery, reply, opt-out and booking outcomes separate so your team knows what happened to the enquiry.

WhatsApp / RCS + voice. The complete playbook.

This is our recommended approach: combine messaging with AI voice instead of relying on one channel. A lead can reply to a message; a call provides another way to reach someone who has not responded.

A full playbook supports up to 10 attempts in 3–5 days, within agreed contact windows. We focus on booking directly. Up to two validation questions are optional, depending on your preferences. Confirmations and reminders support the appointment. The sequence stops when the lead books or opts out.

You do not have to build or run the sequence. Conversion24 handles setup and execution, with agreed results returned through your CRM integration.

Playbook E, All In
Recommended. Maximum intensity from day one.
Up to 10 follow-ups
Day
1
💬 WhatsApp/RCS opening templateMSG #1
📞 AI voice call attempt 1VOICE #1
💬 WhatsApp/RCS follow-up same dayMSG #2
📞 AI voice call attempt 2 same dayVOICE #2
Day
2
📞 AI voice call attempt 3VOICE #3
💬 WhatsApp/RCS reminderMSG #3
📞 AI voice call attempt 4VOICE #4
Day
3
💬 WhatsApp/RCS reminder 2MSG #4
📞 AI voice call attempt 5VOICE #5
Day
4
💬 WhatsApp/RCS final pushMSG #5
Day
5
💬 Last chance messageMSG #6
When the appointment is booked
✅ Booking confirmation sentMSG
🔔 Appointment reminder sentMSG
The outreach sequence stops when the lead books or opts out. Further nurture is a separate agreed step.
6 messages · 5 AI voice calls · Day 1 double intensity
Example: Playbook E — All In. Explore the interactive playbooks →

Powered by AI.

The AI engine carries out your selected follow-up playbook. Human operators are available as an optional add-on.

Explore the playbooks

Ready for your heating and cooling leads, 24 hours a day.

New enquiries do not wait until your working day is over. The Conversion24 AI engine is available 24/7 to carry out the agreed follow-up. Messages and calls respect approved contact windows. Keep your heating and cooling enquiries moving while you are working on site or helping another customer.

The same follow-up task, a relevant appointment for each service.

Book an appointment directly, or choose up to two short validation questions if useful. These questions are optional; your specialist handles the substantive assessment. Possible questions and appointment goals within this industry:

  • Central heating: Is this planned replacement or an existing fault? Which postcode needs the work? Appointment: a central-heating assessment visit.
  • Air conditioning: Which rooms would you like to cool? What is the installation postcode? Appointment: an air-conditioning placement survey.
  • Boiler replacement: Is this a planned replacement or a current breakdown? What is the property's postcode? Appointment: a boiler replacement assessment.
  • Underfloor heating: Is the floor already finished or being renovated? Which room is the project for? Appointment: an underfloor-heating floor survey.
  • Heat pump water heaters: Is the request specifically for domestic hot water? What is the installation postcode? Appointment: a hot-water installation assessment.
  • Electric heating: Is this for one room or the whole property? Is the heating intended as additional or main heating? Appointment: an electric-heating advice appointment.

You are working on site or helping another customer. Your heating and cooling leads should not be waiting.

A new heating and cooling enquiry can arrive during a customer meeting, project or busy service day. Manually checking every request and remembering each retry takes attention away from that work. An unanswered first attempt should have a planned next step.

You have invested in the lead, and competing providers may be pursuing the same opportunity. Prompt follow-up gives your business the chance to secure the appointment while that interest is fresh. Conversion24 continues the agreed sequence when the first attempt receives no response.

Why heating and cooling leads are a strong fit for Conversion24.

Heating and cooling enquiries can arrive because of a planned improvement, a failing system or changing comfort requirements. Those requests need different treatment. The commercial playbook supports ordinary advice and installation appointments; an urgent fault belongs in the emergency route your business has defined.

Your engineer may spend most of the day travelling between properties or working on installations. A follow-up system gives new enquiries attention during those working hours. The visit creates space for your team to inspect the property and recommend the right system without turning the initial contact into a lengthy technical questionnaire.

Every lead has an acquisition cost, whether that is advertising, a lead partner or the time spent generating interest. The commercial opportunity is to get more heating and cooling appointments from that existing investment. You do not need to rely only on buying or generating another batch of enquiries.

Your prospect may compare other providers before deciding. Follow up quickly, make the next step clear and keep going across the agreed channels when there is no reply. Use your actual heating and cooling lead cost, appointment rate and sales results to assess the value. We focus on the step we handle: follow-up towards a heating or cooling survey.

Heating and cooling enquiries from every source. Results in your CRM.

Your website, campaigns, comparison platforms and lead partners can all bring people interested in heating and cooling. Agree which eligible requests enter the playbook and which outcomes return to your CRM. The original lead source stays useful when you assess the resulting appointments.

Review the route from enquiry to a heating or cooling survey, attendance and eventual sale. Compare sources using your actual figures. Your team works from its existing system, with the agreed follow-up result available alongside the customer request.

Big-brand experience. Available for your heating and cooling leads too.

We work with XPENG, Randstad, KPN, Allianz and Sonova. Our approach draws on millions of leads handled across the operation. Bring that appointment-focused experience to your heating and cooling business without needing to be a national brand.

You are the specialist. Our objective is simple: more conversion from your leads. Conversion24 combines messaging and AI voice to work towards a heating or cooling survey, while your team brings the advice and expertise that the customer needs.

Before you start

Can I use Conversion24 with fewer than 100 leads a month?

Yes. The minimum purchase is 100 playbooks per month; you do not need 100 new leads to use the service.

What does heating and cooling lead follow-up cost?

The EUR AI-engine price starts from €3.50 per lead followed up. Messaging and voice usage, applicable setup costs and VAT are separate. Review your expected usage when assessing the full cost.

What appointment should my heating and cooling playbook work towards?

For this topic, the example next step is a heating or cooling survey. Agree the requested service and appointment type and the booking options with your business. Your professional remains responsible for the specialist consultation.

How should I measure the result?

Compare lead-to-appointment rate, cost per booked appointment and time spent on manual follow-up. Track attendance and subsequent sales in your CRM. Results depend on your starting operation; customer names and monthly processing volumes are not a conversion guarantee.

Services in Heating and cooling

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Follow-up options for Heating and cooling

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