Choose the right estimates
We review your open estimates together and agree on the audience, exclusions, and approved message before outreach.
YIELD
ESTIMATE FOLLOW-UP FOR HVAC COMPANIES
You quoted the job. Let’s see where the conversation stopped.
Second Yield helps HVAC companies follow up on open estimates, surface interested homeowners, and hand real opportunities back to the team.
30-day pilot · One estimate segment · Company-approved outreach
An illustrative view of the work behind every estimate.
When an estimate goes quiet, the opportunity may still be open. Give it a thoughtful second look.
THE METHOD
A practical follow-up system, built around your customers.
We work from the opportunities your company has already earned. Your team approves the audience and offer; we organize the follow-up and track what happens.
Restart the conversation
A measured follow-up sequence gives homeowners a simple way to reply. Interested or unusual responses go to the right person.
See what happened
You get a clear view of outreach, replies, appointments, and outcomes. Your team handles pricing and closes the job.
A SIMPLE EXAMPLE
What happens to an estimate that never got a yes or no?
A homeowner asked for a replacement quote, then went quiet. With the company’s approval, a relevant follow-up asks whether the project is still on their mind. A reply asking about timing goes back to the company for a real conversation.
01 · OPEN ESTIMATEQuoted, no decision recorded
02 · APPROVED FOLLOW-UPOne clear reason to respond
03 · HUMAN HANDOFFInterested reply reaches your team
Illustrative process, not a customer result or promised outcome.
IS THIS A FIT?
Designed for a real follow-up gap.
The pilot works best when there are recent, unclosed estimates your team can identify and someone ready to take over when a homeowner wants to talk.
GOOD STARTING POINT
You can identify an estimate segment, review who may be contacted, and respond to interested homeowners.
NEEDS WORK FIRST
Records are inaccessible, contact permissions are unclear, or no one can handle replies. We would address those issues before outreach.
THE STARTING POINT
One segment. One month. A clear read on the opportunity.
30-day pilot$1,497One estimate segment · scope agreed before launch
We start with unclosed HVAC estimates. Before a customer hears from us, we agree on eligible records, outreach rules, reply handoffs, and the reporting baseline.
What the pilot includes
- A defined estimate segment and approved outreach plan
- Follow-up messages and a route for interested replies
- Weekly activity updates and an end-of-pilot outcome summary
Your team handles estimates, pricing, and the final sale. The assessment is free and does not commit you to a pilot. Payment follows approval of the scope and agreement. Results depend on your records, offer, timing, and customer response. No appointments or revenue are guaranteed.
YOUR FIRST STEP
Is there revenue sitting in your follow-up gap?
Tell us a little about your open estimates. We are collecting interest in the first pilot and will use these details to assess fit. There is no payment or customer data transfer at this step.
01
No customer list is needed at this stage.
02
If there is a fit, we review the segment, handoffs, scope, and agreement with you.
03
No payment or campaign starts before that review and approval.
GOOD TO KNOW
Questions before you begin
Do I need to switch CRMs?
No. We review your existing process and agree on a practical way to transfer eligible records and report outcomes before launch.
Will you message everyone in my database?
No. We define a specific eligible audience, review permissions and exclusions, and get your approval on messages and timing.
How much time will my team need?
Your team reviews the initial segment and messages, receives interested or unusual replies, and handles estimates and sales decisions. We agree on those handoffs before starting.
Does Second Yield close the sale?
We help surface and route interested responses. Your team remains responsible for pricing, scheduling, and closing the job.