All client work

Inside the engagement

How an In-CRM Lookup Tool Cut Lead-to-Appointment Time 69% for a National Pest-Control Brand

IndustryConsumer Services
ClientNational Pest Control Company
Reported result69% faster lead-to-appointment; 145% productivity gain

The business challenge.

Reps lost minutes searching a stale spreadsheet to confirm service eligibility, delaying callbacks and eroding CX.

The work behind the result.

We built a zip-code-triggered panel inside HubSpot that surfaces territory coverage, services, and OSP assignment instantly, updated in real time.

What changed.

69% faster lead-to-appointment; 145% productivity gain

Before2.5h to appointment; 519 appts/week
After46.7 min; 1,275 appts/week
Improvement-68.9% time; +145% productivity

Results are specific to this engagement.

What leaders can take from it.

  • 01Context at point of call changes every downstream KPI.
  • 02Killing spreadsheets kills version-control nightmares.
  • 03Small UX tweaks compound into giant capacity wins.

Your next move

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