Kaizen AI
HVAC

AI workflows for
hvac & home services

After-hours emergency calls answered, dispatched, and on the schedule before morning.

Book a setup callSee all workflows
Recommended for HVAC

Three workflows that move the needle.

Pick one to start. Most hvac clients add the others within 60 days.

New Lead → 5-Email Drip

Every new lead gets a five-touch email sequence timed for response, stopping the moment they reply or book.

  • Trigger: New lead from website form, call log, or import
  • Email 1: instant acknowledgment
  • Emails 2–4: day 1 / 3 / 7 nurtures
More leads, no extra seatsDetails

Quote → Email Follow-up

Unsigned quotes get polite email nudges at 24h, 72h, and one week. Zero owner effort.

  • Trigger: Quote sent, no signature after 24h
  • 24h friendly reminder email
  • 72h email with quote link
Higher quote-to-close rateDetails

Daily Missed-Call Digest

One morning email. Every missed call in the last 24h: caller, time, voicemail transcript, urgency.

  • Trigger: Every day at 8am (cron)
  • Aggregate missed calls in last 24h
  • Transcribe voicemails
Catch every missed leadDetails

Ready to wire up your first workflow?

Book a 20-minute call. We'll map your stack, recommend the workflow with the fastest payback, and quote you on the spot.

Book a setup callSee pricing