Connecting leads to follow-up — so marketing dollars stop leaking out after the click.
Summit had paid for leads before without knowing what happened next. We connected lead generation, CRM and automated follow-up into one process their team could run.
Where Summit Heating & Air started.
Leads arrived, but there was no system behind them. Follow-up depended on who saw the notification, some leads were never contacted, and there was no way to connect ad spend to booked jobs.
What we built.
The Cusell Demand Engine, configured for hvac.
Lead generation
Campaigns aimed at high-intent heating and cooling searches in Summit's area.
CRM setup
Every lead captured in one place with its source, status and history.
Automated follow-up
Instant text and email responses, plus follow-up sequences for leads who don't answer.
Lead routing
Clear assignment so the team knows exactly who needs to be contacted, and when.
Closed-loop reporting
Leads tracked through to booked and sold, so spend ties to revenue.
What changed.
Summit's team now follows up faster and loses fewer opportunities — getting more out of the marketing budget they were already spending, because every lead has an owner and a next step.
“We’ve hired marketing companies before and always felt like we were paying for leads without really knowing what happened after that. Cuselleration helped us connect the entire process. They helped generate the leads, set up our CRM, automate the follow-up, and make sure our team knew exactly who needed to be contacted. We’re following up faster, losing fewer opportunities, and getting more out of the money we’re already spending on marketing.”
Want a system like this for your business?
We'll look at how you generate, capture, convert and measure demand — and where your biggest opportunity is.