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HVAC close rate calculator

Put in your leads, the calls you booked and the jobs you sold, plus your average sale. See your rates and how much revenue each extra point of close rate would bring in a month.

Calculator

An example. Change it to your own number.
An example. Change it to your own number.
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booking rate

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close rate

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revenue a month from sold jobs

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extra revenue a month for each 1 point of close rate

Your numbers; this is math, not a promise of results.

See which shops near you are getting these calls: free report card →
The math

How it's worked out.

No hidden numbers. Here's every step.

  • Booking rate = booked / leads
  • Close rate = sold / booked
  • Revenue per 1 point of close rate = booked x 1% x average sale
Improve the number

Three ways to move it.

Follow up on every estimate

Many homeowners need a nudge. A text and a call in the days after the visit wins some back.

Send reviews before the visit

A homeowner who has read your reviews is easier to close.

Answer fast

The shop that calls back first often gets the booking.

Estimate follow-up: Texts on open quotes until booked or lost →
Read the guide: 7 questions to ask any HVAC marketing agency before you sign →

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