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Home Services & Trades$2M–$5MMarketingOperationsDataRepresentative engagement

From 70-hour weeks to a 46% revenue lift — without the owner burning out.

A representative engagement: a second-generation home services business unlocks growth by cutting wasted spend, tightening response time, and launching a recurring service plan.

Client

Midwest HVAC company

Second-generation home services business in the suburban Midwest. Mid-teens employees. Strong reputation, weak systems.

The challenge

Owner working 70-hour weeks. Calls converted poorly, jobs ran long, no idea which marketing actually worked.

What was at stake

Owner considering selling. Family strained. Margin slipping for two straight quarters.

The diagnosis

Marketing spend was 60% wasted on untracked channels. Lead handoff to dispatcher took 4+ hours on average. No service plan upsell. Three competing tools, none integrated.

The strategy
  1. 01Consolidate marketing into 2 trackable channels
  2. 02Implement same-day lead response with automation
  3. 03Launch annual service membership program
Execution

Built attribution dashboard, rewired CRM, wrote response scripts, designed membership program, launched in week 6.

Results

What changed for the business.

+46%
Revenue (12 months)
22% → 41%
Lead-to-job conversion
$340K
New membership ARR
70 → 48
Owner hours per week
Lesson learned

Response time was a bigger lever than acquisition spend.

Ready when you are

Want a result like this for your business?

Book a 30-minute Growth Clarity Call. We'll diagnose where the biggest unlock is in your business and tell you whether we're the right partner to go after it.