TradeOps Automation: GHL Snapshot for HVAC

Built a full GoHighLevel snapshot for TradeOps Automation, purpose-built for HVAC businesses. Everything lives inside GHL: conversational AI, chatbot, voice agent, CRM, and a custom dashboard.

HVAC businesses deal with high call volume, seasonal spikes, and leads that go cold fast. TradeOps needed a turnkey GHL snapshot any HVAC company could deploy immediately.

Conversational AI and Chatbot AI-powered chat workflows that handle lead qualification, answer common HVAC questions, and route hot leads to the sales team 24/7.

Voice Agent: Inbound and Outbound Inbound calls get answered, qualified by service type and urgency, and routed. Outbound calls handle appointment confirmations, reminders, and re-engagement of cold leads.

CRM and Pipeline Full CRM with custom pipelines and deal stages tailored to the HVAC sales cycle.

Missed-Call Text-Back When a call goes unanswered, the system automatically sends a personalized text within seconds.

Lead Nurture Sequences Multi-touch SMS and email sequences with smart triggers based on lead behavior and service type.

A complete, ready-to-deploy GHL snapshot for HVAC businesses. No lead falls through the cracks.