How an In-CRM Lookup Tool Cut Lead-to-Appointment Time 69% for a National Pest-Control Brand
Reps lost minutes searching a stale spreadsheet to confirm service eligibility, delaying callbacks and eroding CX.
Consumer Services
National Pest Control Company
69% faster lead-to-appointment; 145% productivity gain
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
2.5h to appointment; 519 appts/week
After
46.7 min; 1,275 appts/week
Improvement
-68.9% time; +145% productivity
The Challenge
Reps lost minutes searching a stale spreadsheet to confirm service eligibility, delaying callbacks and eroding CX.
Our Solution
We built a zip-code-triggered panel inside HubSpot that surfaces territory coverage, services, and OSP assignment instantly, updated in real time.
Key Takeaways
Context at point of call changes every downstream KPI.
Killing spreadsheets kills version-control nightmares.
Small UX tweaks compound into giant capacity wins.
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