How an HVAC Company Used AI to Save Time, Capture More Leads & Boost Revenue

Discover how All-Ways Heating & Air Conditioning partnered with Elevate Intelligence to automate customer interactions, streamline CRM workflows, and generate $8K in new revenue — all within 60 days using our AI Partner Package.

Case Study: How AI Helped All-Ways Heating & Air Conditioning Automate Customer Contact & CRM Workflows

Client: All-Ways Heating & Air Conditioning LLC
Industry: HVAC Services | Location: Minnesota
Package Used: AI Partner ($2000/month)

The Challenge

As All-Ways Heating & Air Conditioning grew, so did their workload — but not their admin team. Like many small service-based businesses, they found themselves:

  • Repeatedly answering the same customer questions

  • Losing potential leads due to slow follow-up

  • Spending hours on manual data entry

  • Struggling to track which leads had been contacted and when

They needed a smarter way to handle inbound communication and manage leads — without hiring more staff.

Services

The AI-Driven Solution

That’s where Elevate Intelligence stepped in. Through our AI Partner Package, we delivered a fully integrated AI system tailored to their needs.

1. AI Chatbot Deployment

We built and launched a custom AI chatbot on their website and Facebook page. This bot was trained to:

  • Answer common service questions (pricing, scheduling, seasonal offers)

  • Capture contact information

  • Direct customers to the correct service request form

  • Escalate urgent matters to a live team member

Using ChatGPT API combined with intent-based flows, the chatbot created a seamless experience for customers — even after hours.

2. CRM Automation

We connected their chatbot and website forms directly to their Zoho CRM, enabling:

  • Instant lead capture with proper categorization

  • Automatic creation of tasks and follow-up reminders

  • Real-time pipeline updates

  • Triggered SMS/email alerts for the team

Their sales team never had to wonder what to do next — the system told them.

3. Workflow Optimization & Team Training

We delivered clear documentation and live training to help the team:

  • Understand and trust the AI tools

  • Make updates as needed

  • Monitor performance and refine over time

Weekly strategy calls ensured continuous improvement and support.

Real Results — Just 60 Days In

35% less admin time spent on repetitive customer service

3x faster response time for new inquiries

92% chatbot satisfaction rate from customers

22% increase in lead-to-booking conversion

$8,000+ in new revenue generated from AI-powered lead capture