Real Businesses. Real Numbers. No Fluff.
Every case study below follows the same structure: the problem, the system we built, and the measurable results — with specific numbers, not vague claims. These are real businesses using PerfectLeads to generate leads, close deals, and build predictable revenue.
Jump to: Roofing · Dental · Real Estate · Plumbing · Med Spa · Solar · HVAC · Law Firm · Pest Control
From 5 Word-of-Mouth Leads to 40+ Exclusive Leads Per Month
The business: A single-crew residential roofing company in the Dallas–Fort Worth metro. Owner-operator with two crews handling installation. Revenue had plateaued at $35K/month for two years. All leads came from word-of-mouth referrals and a handful of Angi leads at $85+ each.
The problem: Feast-or-famine lead flow. Some weeks 8 leads, some weeks zero. Angi leads were shared with 3–4 competitors and the homeowner was already price-shopping by the time he called. No follow-up system beyond sticky notes on the dashboard of his truck. Storm season leads came in waves but died without nurture.
The system we built: Storm damage funnel with geo-targeting activated within hours of weather events. Free inspection funnel running year-round on Facebook and Google. Insurance claim nurture sequence (30–90 days, matching the adjuster timeline). 10-stage pipeline from lead to completed install. Automated review requests post-completion.
Results After 90 Days
“The storm funnel alone brought in 87 inspection requests in one week after a hail event. I’d have maybe gotten 10 of those from door knocking. PerfectLeads had the funnel live before I even finished my morning coffee.” — Mike D., Dallas, TX
94 Dormant Patients Reactivated — $940K+ in Lifetime Value Recovered
The business: A 3-location dental group in the Houston metro. 4 dentists, 6 hygienists. Established practice with strong clinical reputation but no marketing system beyond an outdated website and a “refer a friend” card at the front desk.
The problem: Patient attrition was 18% annually — losing patients faster than acquiring new ones. Over 2,400 patients in their PMS hadn’t visited in 12+ months. No reactivation outreach. The Invisalign campaign they ran with a marketing agency generated leads but no follow-up system existed, so 60% never booked a consultation. Unscheduled treatment plans worth an estimated $800K sat in the system untouched.
The system we built: New patient funnel with insurance verification. Invisalign smile assessment quiz funnel with 14-day nurture sequence. Patient reactivation SMS campaign to all 2,400 dormant patients. Treatment plan follow-up automation (3/7/14/30-day). Google review requests after every appointment. Recall automation via SMS instead of postcards.
Results After 60 Days
“We had $800K in unscheduled treatment sitting in Dentrix that nobody was following up on. PerfectLeads automated the entire follow-up and we recovered $127K in scheduled treatment in the first 60 days alone. That’s money we were literally leaving on the table.” — Dr. Patel, Houston, TX
6-Agent Team: 32 to 51 Transactions Per Year (+59%)
The business: A 6-agent residential real estate team in the Houston metro. Mix of buyer and seller agents. Team lead generated most leads through Zillow Premier Agent at $800/month and personal sphere. Individual agents relied on open houses and their own marketing efforts — inconsistent and untracked.
The problem: No centralized lead system. Agents hoarded their contacts in personal phones. Follow-up was sporadic — most leads got 1–2 calls and then were abandoned. Zillow leads were shared and expensive with a 2% close rate. No seller lead generation beyond referrals. The team lead had no visibility into agent pipelines or conversion metrics.
The system we built: Home valuation funnel for seller leads ($10/lead on Facebook). Buyer search squeeze page with listing alerts. Open house digital sign-in with QR code. Round-robin lead distribution across 6 agents. 12-month buyer and seller drip campaigns. Sphere of influence automation (home anniversaries, market updates, referral asks). Dual pipeline — buyer and seller tracked separately. Team dashboard with per-agent metrics.
Results After 12 Months
“The home valuation funnel changed my business. 30+ seller leads a month for $10 each. Most aren’t ready yet — but the 12-month drip keeps me in front of them. I picked up 8 listings this year from leads that entered 6–9 months ago. That’s $64K in commissions from a funnel that costs us $500/month in ads.” — Amanda R., The Rivera Team, Houston, TX
$47K/Year in Recurring Revenue From Maintenance Plan Upsells
The business: A 3-truck plumbing company in suburban Atlanta. Mix of emergency service calls and planned work (water heaters, remodels). Revenue was $45K/month but 100% transactional — no recurring revenue, no customer retention system.
The problem: Paying Angi $1,200/month for shared leads with a 15% close rate. Emergency calls came in waves but the team missed 30–40% during peak hours because everyone was on calls. No follow-up on customers who called but didn’t book. No maintenance plan or retention strategy — every month started at zero.
The system we built: Emergency funnel with click-to-call and instant dispatch. Missed call text-back automation routing to on-call tech’s cell phone. 7-day follow-up for planned work leads. Post-service maintenance plan upsell sequence ($199/year). Seasonal reminder campaigns (water heater flush, winterization). Google review requests after every job.
Results After 6 Months
“The missed call text-back paid for PerfectLeads in the first week. We were missing 12–15 calls a day during peak season. Now every missed call gets an instant text and 90% of those book within the hour. That’s $8K/month we were leaving on the table. And the maintenance plan automation? I never would have built that myself.” — Carlos M., Atlanta, GA
$52K Annual Recurring Revenue From Automated Membership Enrollment
The business: A single-location med spa in Scottsdale, AZ. Two injectors, one aesthetician. Services included Botox, fillers, CoolSculpting, laser treatments, and facials. Revenue was $55K/month but unpredictable — packed Mondays, dead Wednesdays, flash sales to fill gaps.
The problem: Paying a social media agency $3,000/month for Instagram content and ads. Leads came in via DM and Facebook, but no system to follow up. The front desk responded when they could — sometimes same day, sometimes 48 hours later. 40% of first-time Botox clients never returned for a second visit. No membership program despite having the client base to support one.
The system we built: Botox intro offer funnel ($X/unit new client special) on Facebook and Instagram. Body contouring consultation funnel with 21-day financing-focused nurture. Instagram Lead Ad integration with instant text-back. Post-visit membership offer sequence triggered after 2nd appointment. Treatment-timed rebooking (Botox at 10 weeks, filler at 8 months, facial at 3 weeks). Google review automation.
Results After 6 Months
“The body contouring leads used to ghost us after the first inquiry — the price scared them. Now PerfectLeads sends a 3-week nurture with financing info, before/afters, and testimonials. Our consultation-to-treatment conversion went from 25% to 48%. And the membership automation is building revenue I can count on every single month.” — Sarah T., Scottsdale, AZ
Cost Per Install Dropped 62% — From $900 to $340
The business: A mid-size residential solar installation company in Phoenix, AZ. 8 sales reps covering the metro area. Revenue around $250K/month. Leads came primarily from two aggregator services at $75–120 per shared lead.
The problem: Sit rate on aggregator leads was 32% — reps drove 45 minutes to appointments where the homeowner was a renter, had a bad roof, or had already signed with a competitor who called first. Cost per install was $900+ after factoring in wasted appointments. Sales reps were demoralized. The company was spending $8K/month on leads and winning less than 10 installs.
The system we built: Homeowner qualification funnel with 5-step pre-screening (ownership, roof age, utility bill, credit range, timeline). Solar savings calculator landing page. Facebook and Google ad campaigns targeting homeowners by zip code. Instant text response with personalized savings estimate. 90-day educational nurture for undecided leads. 21-day proposal follow-up sequence. Post-install referral campaigns at 3 trigger points. Territory-based lead routing to reps by zip code.
Results After 6 Months
“Same budget, completely different results. The pre-qualification is the game-changer — my reps stopped wasting 2-hour site visits on renters and bad roofs. And the referral system generated 47 leads in 6 months with zero ad spend. 14 of those closed into $280K in revenue. PerfectLeads pays for itself on referrals alone.” — Ryan K., Phoenix, AZ
$22K Recovered in One Peak Week From Missed Call Automation
The business: A 4-truck HVAC company in Nashville, TN. Emergency AC repair and furnace service plus seasonal tune-ups and full system replacements. Summer peak was brutal — all techs booked, phones ringing nonstop, and no way to handle the overflow.
The problem: During peak summer week, the team was missing 25+ calls per day. Every missed call during a heat wave is a homeowner who calls the next company on Google. No after-hours capture — the phone went to voicemail at 6 PM while 95°F temps drove emergency calls until midnight. Maintenance agreement program existed on paper but nobody was selling it.
The system we built: Emergency AC and furnace funnels with click-to-call. Missed call text-back with automatic next-available time slot offer (overflow handling). Seasonal campaign automation — AC tune-ups in spring, emergency capture in summer, furnace inspection in fall, emergency heating in winter. Post-service maintenance agreement upsell sequence. Equipment age tracking to flag end-of-life systems. Google review requests after every service call.
Results — Peak Week + 6 Months
“During the July heat wave, we were booked solid and missing 25+ calls a day. PerfectLeads texted every single one with the next available slot. 90% booked. That one week alone was $22K in revenue we would have completely lost. And the maintenance agreement automation sold 134 plans in 6 months without my techs saying a word about it.” — Brian W., Nashville, TN
After-Hours Lead Conversion: 12% to 54% — 8 Additional Cases Per Quarter
The business: A 4-attorney personal injury and criminal defense firm in Chicago, IL. One intake coordinator handling all inbound leads during business hours. Strong trial reputation but limited marketing beyond a FindLaw directory listing at $4,500/month.
The problem: 44% of inquiries came in after 5 PM or on weekends — and got nothing but a voicemail. Monday morning, intake would call back, but most leads had already retained another firm over the weekend. Of the after-hours leads, only 12% converted to consultations. FindLaw generated some leads but they were shared, expensive, and the firm couldn’t track ROI. No retainer follow-up system — leads who had a consultation but didn’t sign were lost.
The system we built: PI-specific intake funnel (accident type, injury severity, insurance, timeline). Criminal defense funnel (charge type, court date, custody status). Instant 24/7 text-back within 30 seconds including after hours. After-hours triage flagging urgent criminal matters for morning priority. 14-day retainer follow-up sequence post-consultation. Google review requests post-case resolution. Cross-practice re-engagement (PI clients → know-your-rights content).
Results After 6 Months
“We were losing PI cases every weekend to firms with 24/7 call centers. PerfectLeads’ instant text-back captures those leads for a fraction of the cost. Our after-hours conversion jumped from 12% to 54%. Those 8 extra cases per quarter — at our average PI settlement — that’s $400K+ in annual revenue we were just… giving away.” — James H., Chicago, IL
23 to 87 Google Reviews in 90 Days — Map Pack Ranking From #7 to #2
The business: A 2-truck pest control company in suburban Orlando, FL. Residential and light commercial pest control — ants, roaches, termites, rodents, and mosquito treatment. Good service, loyal customers, but invisible online.
The problem: 23 Google reviews total after 8 years in business — ranking #7 in the local Map Pack, which meant almost no visibility on Google Maps. Competitors with 150+ reviews dominated the top 3 spots. The owner knew reviews mattered but had no system — asking customers at the truck was awkward and inconsistent. Maybe 1 review per month organically.
The system we built: On the DIY plan, the owner configured automated post-service review requests via SMS. Smart routing sent happy customers (4–5 stars on a quick sentiment check) to Google and flagged unhappy customers for private follow-up. Timing was set to 2 hours after service completion — while the experience was fresh. Seasonal re-engagement texts for quarterly pest prevention reminders.
Results After 90 Days
“I set up the review automation in 20 minutes on a Saturday. By Tuesday I had 6 new Google reviews. In 90 days I went from 23 to 87 reviews and jumped from #7 to #2 in the Map Pack. Phone calls from Google Maps tripled. All for $97/month on the DIY plan. I didn’t even need the fancy plans — just the review system alone was worth it.” — Derek S., Orlando, FL
The 3 Patterns We See Across Every Industry
Different businesses, different verticals, but the same three levers drive results every time.
Speed Changes Everything
Every case study above shares the same before-and-after: slow follow-up → fast follow-up = dramatically more conversions. The roofing contractor, the law firm, the med spa — it doesn’t matter what you sell. The business that responds first wins the deal. PerfectLeads makes you first, every time.
Automation Unlocks Revenue You’re Already Missing
The dental practice had $800K in unscheduled treatment. The plumber was missing 15 calls a day. The HVAC company lost $22K in one week. This revenue wasn’t missing because of marketing — it was missing because of manual follow-up. Automation captures what humans can’t.
Recurring Revenue Transforms the Business
The plumber built $47K/year in maintenance plans. The med spa built $52K/year in memberships. The HVAC company sold 134 agreements. Recurring revenue doesn’t just add income — it removes the feast-or-famine anxiety that makes running a service business exhausting.
What Would These Results Look Like for Your Business?
Book a free 15-minute audit. We’ll analyze your current lead generation setup, identify the specific opportunities in your market, and show you what a PerfectLeads system would look like for your industry.
