Revenue Operations & CRM Automation for Colorado Contractors
Stop Losing Revenue
From Leads You Already Paid For.
Booked helps HVAC and plumbing companies convert more inbound leads into booked appointments, completed estimates, and closed revenue through better systems, faster response, CRM discipline, automation, and sales process optimization.
You Have A Revenue Leakage Problem.
Most HVAC and plumbing companies are already paying for demand. The money leaks out after the lead comes in.
Slow Response
Calls, forms, and quote requests sit too long. By the time someone follows up, the homeowner has already moved on.
Weak Follow Up
Good opportunities disappear because there is no consistent cadence after the first attempt.
Poor Pipeline Visibility
You cannot improve what you cannot see. Most teams do not know where leads are dropping off.
Revenue Left Behind
Marketing spend goes up, but booked appointments and sold jobs do not increase at the same rate.
Booked fixes the gap between lead generation and revenue capture.
Built For Contractors.
Diagnose The Funnel
We review calls, forms, speed to lead, qualification, follow up, booking flow, CRM usage, and reporting.
Build The Operating System
We create the pipeline, automations, response rules, qualification process, reminders, and reporting cadence.
Improve Conversion
We tighten how leads are handled, followed up with, booked, and moved toward estimates and closed work.
Measure Revenue Impact
You get clear visibility into lead response, appointments booked, estimate flow, lost opportunities, and next actions.
Not a Marketing Agency Or Call Center.
Booked sits between your marketing, phones, CRM, sales process, and follow up. We help HVAC and plumbing companies turn more existing demand into measurable revenue.
Revenue Capture
Speed to lead, missed call recovery, inbound response, qualification, booking flow, and follow up.
Revenue Operations
CRM structure, pipeline discipline, automation, reporting, task management, and owner visibility.
Revenue Growth
Sales process, call review, conversion insights, estimate follow up, and practical growth execution.
Leads Into Revenue.
Speed To Lead
Response systems so new calls, forms, and missed opportunities are handled before they go cold.
CRM & Pipeline Setup
A clean operating system—optimized for ServiceTitan, Housecall Pro, or your current tech stack—for tracking new leads, booked appointments, estimates, follow up, and lost opportunities.
Follow Up Automation
Automated reminders, texts, emails, tasks, and owner alerts that keep good opportunities moving.
Lead Qualification
Clear qualification standards so your team spends time on real jobs, not noise.
Call Review & Coaching
Practical feedback on how leads are handled, where revenue is leaking, and how the process should improve.
Revenue Reporting
Simple reporting on response, booked appointments, estimate movement, conversion gaps, and next actions.
Designed for Denver metro and Front Range operators managing $1M to $10M in revenue who need tighter systems to handle peak seasonal demand.
HVAC Companies
High ticket demand, seasonal urgency, paid lead flow, and real cost when calls or follow up slip.
Plumbing Companies
Urgent homeowner demand where speed, trust, and follow up directly affect booked jobs.
$1M To $10M Operators
Established contractors running ServiceTitan, Housecall Pro, or Jobber with the lead volume and marketing spend to justify a tighter system.
Better Visibility.
Less Waste.
Capture 15% to 30% more revenue from the inbound leads you already generate.
Know where leads are going, what is stuck, and what needs action
Reduce dependency on buying more leads to solve a conversion problem
Build a repeatable revenue system instead of relying on memory and manual effort
Booked is not for every contractor. It is for owners who are already generating demand and want a tighter revenue machine.
Built From The Inside Out.
Booked was built by operators who have worked inside the revenue problems that HVAC and plumbing companies face — not consultants who studied them from the outside.
The team brings hands-on experience across revenue operations, sales process design, CRM implementation, and contractor lead economics.
The value is not software alone. It is the combination of revenue leadership, sales process, contractor lead economics, CRM discipline, automation, AI enabled insights, and practical execution.
15%-30% Revenue Capture
Capturing inbound leads that are already leaking through your current systems.
Speed-to-Lead Architecture
Eliminating the response delays that cause homeowners to call a competitor.
CRM Built for Contractors
Transforming ServiceTitan, Housecall Pro, or Jobber into an airtight operating system.
Dedicated Execution Partner
Senior-level fractional revenue leadership focused entirely on your operational metrics.
Built For Revenue, Not Theory
Built sales execution and growth systems for service businesses and revenue teams responsible for millions in annual revenue.
We Know The Contractor Market
Deep understanding of average ticket values, seasonal demand shifts, technician dispatch utilization, and the actual bottom-line cost of a missed inbound call.
CRM & Automation
Hands-on expertise maximizing lead conversion, pipeline adoption, workflow automation, and automated follow-up sequences.
Usually Ask.
Are you a marketing agency?
No. Booked focuses on converting demand you already generate. We improve the revenue system after the lead comes in.
Are you a call center?
No. Call handling can be part of the system, but the larger value is revenue operations, process, automation, and visibility.
Do I need new software?
Not always. We can work with your current tools, but we will recommend changes if your current setup is causing revenue leakage.
Why no public pricing?
Because every contractor's setup is unique. Your pricing depends directly on your current lead volume, team size, dispatch infrastructure, and software stack. Our free Revenue Review determines the exact scope required and ensures the engagement delivers an undeniable return on investment.
Who is this not for?
Very early companies with little lead flow, companies looking for cheap admin help, or owners who are not willing to change process.
What happens on the Revenue Review?
We look at your lead flow, response process, booking friction, CRM visibility, follow up, and where revenue may be leaking.
Before Buying More Leads.
In 30 minutes, we will review how your leads are handled, followed up with, booked, tracked, and converted into revenue.
Book a Revenue Review. No generic pitch. No pressure. Just a clear look at whether your lead conversion process has enough upside to justify fixing.
Book a Revenue Review →Questions first? Email [email protected]
No Guesswork.
1. Diagnose
We map your lead sources, call flow, CRM, booking process, follow-up, and current revenue leakage points.
2. Build
We implement the priority systems: pipeline, automation, reminders, reporting, lead response, and qualification rules.
3. Optimize
We review performance, identify bottlenecks, tighten the process, and improve conversion from lead to booked appointment.