DFW Summer Missed-Call Survival Checklist

8 systems for HVAC contractors (1–10 trucks)
TradeAI Boost · Keller, TX · Summer 2026

1. The $4,000 Problem

62% of callers won't leave voicemail. 85% won't call back. At 10 missed calls/week, $450 avg ticket, 35% close rate — you're losing ~$2,800/month.

Missed/wk	Avg ticket	Close rate	Monthly loss
5	$450	35%	~$1,400
10	$450	35%	~$2,800
15	$550	40%	~$5,100

2. Instant Missed-Call Text-Back

Hi [Name], sorry I missed your call — I'm on a job in [City] right now. I can call you back in [30-60] min, or reply here with what's going on with your AC. — [Your Name], [Company]

☐ Set up Zapier: missed call → SMS → Google Sheet
☐ Test 3x before going live

3. Quote Follow-Up (24hr + 72hr)

[Name] — with this heat in [City], wanted to make sure you're not still without AC. Your quote for $[Amount] is good through [Date]. Want me to get you on the schedule?

☐ Add Follow-up columns to lead tracker
☐ Run 24hr + 72hr sequence on every open quote

4. Google Review Engine

[Name], glad we got your AC running! A quick Google review helps other [City] families find us: [Link]. Thanks — [You]

☐ Create review short link
☐ Send within 2 hours of job completion

5. Summer AC Promo

One offer for July: $79 tune-up OR emergency priority list. Post 3x/week on Facebook/Nextdoor.

6. Lead Tracker KPIs

Track weekly: calls missed · quotes sent · close rate · reviews gained · revenue recovered.

7. 2-Hour Install Schedule

Hour	Task
1	Import Sheet → Zapier SMS → test
2	Follow-up templates → review trigger → 5 AI prompts

8. Completion Checklist

☐ Ran ROI calculator — monthly loss: $_______
☐ Missed-call SMS live
☐ Quote follow-ups saved
☐ Review link created
☐ First 5 leads logged

Get the full automation kit — $47

25 prompts · Zapier blueprint · Sheet template · step-by-step setup guide

tradeaiboost.gumroad.com/l/hvac-starter-kit

Questions? hello@tradeaiboost.com