Case Study | B2C Air

Connected website, CRM, and lead nurturing into one intake path.

Foundari built a residential HVAC company's first real digital front door and connected it to Zoho CRM and lead nurturing automation so inquiries could move from website visit to follow-up without manual handling.

industry

Residential HVAC

company size

~$1M Annual Run Rate

systems used

Zoho CRM, Website, Lead Nurturing Automation

engagement type

Systems, Integration & Automation

location

Greater Cleveland Metro, Ohio

The Challenge

A family-led residential HVAC company needed a stronger digital and operational foundation for local market growth. The business had no website presence, no lead nurturing process, and no CRM implementation. Inquiries came in by phone and were tracked informally. Follow-up was inconsistent and depended entirely on the owner remembering to call back.
what was getting in the way

The company was growing on reputation and referrals alone, but had no system to capture, nurture, or follow up on the leads that were already finding them. The gap wasn't demand. It was the infrastructure to act on it.

challenges
  • No website presence to capture inquiries or establish credibility online.
  • No CRM to track leads, follow-ups, or sales activity.
  • Lead follow-up was manual and inconsistent, depending on the owner's memory and availability.
  • No nurturing process existed for prospects who inquired but didn't immediately book.

Our Approach

Foundari approached the engagement around the path from a homeowner's inquiry to the team's next action. The business already had reputation and referrals; what it lacked was a reliable way to capture that interest, keep track of it, and follow up while the owner was occupied with estimates and service delivery.

The design connected three parts of that path: a website that established local credibility and captured inquiries, Zoho CRM as the record of lead and sales activity, and nurturing automation to support first-touch follow-up. Website conversion and day-to-day lead handling were treated as one workflow, with the CRM pipeline reflecting the sales process rather than sitting apart from it.

This brought an operational lens to a residential service business without turning the project into a larger commercial implementation. The emphasis was on a usable intake and follow-up foundation: giving each inquiry somewhere to go and giving the business a consistent way to act on it.

What We Did

what foundari changed

 Foundari applied the same operational lens used in larger commercial HVAC work, scaled to a residential service business. The engagement connected website conversion needs with CRM setup and follow-up automation so leads could move from inquiry to nurture to sales activity more consistently.

solutions
  • Custom website designed for lead capture and local service credibility.
  • Zoho CRM implementation for lead and sales activity tracking.
  • Lead nurturing automation for inquiry follow-up.
  • Workflow structure connecting website intake to CRM to follow-up.

The Outcome

The business received a coherent digital front door and operational follow-up layer. Website inquiries now flow into Zoho CRM automatically, and the lead nurturing sequence handles first-touch follow-up so the owner can focus on estimates and service delivery.

Website and intake path launched.

 Custom website created to capture residential HVAC inquiries and establish local market credibility.

CRM foundation built.

Zoho CRM implemented to track leads, follow-ups, and sales activity in one system.

Lead nurturing automated.

Automated follow-up sequence so inquiries don't sit unanswered while the team is in the field.

What Came Next

the operational shift

Area of Focus

Before

After

Timeframe

Online presence
No website. Inquiries came by phone and word of mouth only.
Custom website with lead capture forms and service area pages.
Project engagement
Lead tracking
Leads tracked informally. No system of record for inquiries or follow-ups.
Zoho CRM tracking all leads with status, source, and follow-up history.
Project engagement
Follow-up consistency
Follow-up depended on the owner remembering. Leads fell through the cracks.
Automated nurturing sequence handles first-touch follow-up for every inquiry.
Project engagement
Sales workflow
No defined path from inquiry to estimate to close.
CRM pipeline stages mirror the actual sales process from inquiry through completed job.
Project engagement
Performance claims requiring additional proof are intentionally excluded. This case study focuses on confirmed system architecture, workflow, and integration deliverables.

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