Use cases / Lead Capture

Case Study: Instant Follow-Up on Shared Leads (Angi etc.) for HVAC (Goettl)

Last updated · Reviewed by Jacob Campos

Short answer: Shared leads from aggregators go to several contractors at once, and the first to respond usually wins; slow follow-up made the channel unprofitable. The fix: Pipe every aggregator lead into one webhook, then follow the 4-step workflow below using Netic AI agent (voice + SMS) + lead aggregator feeds + FSM. It's rated medium to set up, and you should measure results against your own baseline.

The problem: Shared leads from aggregators go to several contractors at once, and the first to respond usually wins; slow follow-up made the channel unprofitable.

Trades
HVAC, Plumbing
Category
Lead Capture
Difficulty
Medium
ROI lever
Booked rate on paid shared leads
Tools
Netic AI agent (voice + SMS) + lead aggregator feeds + FSM

Workflow

  1. Pipe every aggregator lead into one webhook.
  2. Text within seconds and call within minutes, using the lead's stated service.
  3. Qualify and book into real capacity; hand off price negotiation.
  4. Report booked rate by lead source weekly and cut spend on sources below your threshold.

Starter prompt

Write a first text (under 300 characters) for a homeowner who just requested [service] through [lead source] from [Company] in [area]. Mention the service they asked for, ask one question (is this urgent today?), and offer a call. Then write a 3-minute follow-up voice script if they don't reply. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Vendor-reported (Netic customer story; not independently verified): Goettl Air Conditioning & Plumbing says third-party lead conversion went from 9% to 25% once leads got an immediate text and call, daily hang-ups fell from 200-300 to 20-30 while call volume grew, and non-sales transfers to branches dropped from 17% to 1%. Goettl says it cut $100,000 from weekend marketing spend in the first month after seeing what actually booked. (source linked below)

Comparing vendors? See AI tools for contractors, with checked prices and the missed-call cost calculator.

FAQ

What tools do I need for case study: instant follow-up on shared leads (angi etc.) for hvac (goettl)?

A typical stack is Netic AI agent (voice + SMS) + lead aggregator feeds + FSM. Pricing varies by vendor and plan, so check each vendor's current pricing page. Start with tools you already pay for when they cover the job.

How hard is this to set up?

It's rated medium. Start with step one: Pipe every aggregator lead into one webhook.

How do I know if it's working?

The main lever is booked rate on paid shared leads. Record your baseline for a few weeks before you switch it on, then compare. Vendor-reported (Netic customer story; not independently verified): Goettl Air Conditioning & Plumbing says third-party lead conversion went from 9% to 25% once leads got an immediate text and call, daily hang-ups fell from 200-300 to 20-30 while call volume grew, and non-sales transfers to branches dropped from 17% to 1%. Goettl says it cut $100,000 from weekend marketing spend in the first month after seeing what actually booked. Source: https://www.netic.ai/customer-stories/goettl

Is it safe to let AI talk to customers?

Keep a human in the loop for prices, promises, and complaints. Any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away.

Sources

Official vendor and platform pages for the tools and policies named above. We don't endorse any vendor.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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