Real client case study · Home energy

For an Australian home-energy provider, HostMetric responded after hours, qualified enquiries, booked live calendars and handed sales qualified appointments with the context attached.

Live production workflow across SMS, HubSpot and calendars
Live conversion journeyActive
EN
New home-energy enquiryNew lead
10:47pm
AI

New enquiry detected. Starting the approved response path.

1
Enquiry received10:47pm · Heating + hot water
2
AI repliedRelevant reply sent in seconds
3
Lead qualifiedNeed · urgency · current system
4
Appointment bookedTuesday · 10:30am
5
CRM updatedBooking and sales context synced
InterestListening
UrgencyListening
AppointmentPending
CRMWaiting
75appointments booked each weekLater operating average
24.76%close rate in AI-booked cohortOriginal HubSpot comparison
16%installation rate in AI-booked cohortOriginal HubSpot comparison
40–60missed leads recovered each weekReported operating impact
≈100inbound enquiries each day
After-hours intent at risknew enquiries arrived after the team logged off
Manual qualification and chasesales time went into catching up instead of selling
Observed sales outcomes

The original HubSpot report compared the full lead cohort with leads whose appointments were booked by the AI workflow over the same operating window.

Reached deal stage

+34.73 pts
Full lead cohort33.08%
AI-booked cohort67.81%

Closed deal

+16.10 pts
Full lead cohort8.66%
AI-booked cohort24.76%

Installed

+10.69 pts
Full lead cohort5.31%
AI-booked cohort16%
Observed cohort result16% of the AI-booked cohort reached installation.

That compares with 5.31% across the full lead cohort. This is an observed cohort comparison, not proof that AI alone caused the difference.

From enquiry to handover

Select any stage or let the live workflow move through the complete journey.

Stage 1 of 7

A new lead enters the workflow immediately.

Website forms, campaigns and CRM events trigger the same governed response process, day or night.

Why it matteredNo enquiry waits for someone to notice it.
Workflow eventEnquiry
Live signal10:47pm · New enquiry
1ResponseDetected
2Next actionIn progress
3Customer recordListening
Real workflow conversations

Replay anonymised examples from the deployed workflow: an after-hours booking, meaningful qualification and a customer-led reschedule.

What happened

The appointment was booked before the team returned.

Written to the sales recordProduct interestAppointmentCurrent systemCross-sell signal
SMS conversationSynced
Assistant

Hi, I saw your hot-water enquiry come through. I can collect a few details and book a suitable call with the team. Would Tuesday morning suit?

Automation with clear boundaries

Behind it, response, qualification, live booking, CRM updates and human escalation operated as one connected process.

1Lead source
2AI response
3Qualification
4Calendar
5CRM
6Sales
Routine path

Repeatable steps happen immediately.

Immediate acknowledgementApproved qualification questionsLive availability and bookingCRM notes, labels and pipeline outcomesReminders, payment prompts and opt-outs
Contact recordQualified appointment
AI-booked
InterestHeating + hot water
AppointmentTue · 10:30am
UrgencyHigh
StatusSales ready
Handover note

Customer confirmed by SMS. Product interest, current situation and urgency are attached for the representative.

Later operating performance

As routing, qualification and operating rules were refined, weekly bookings rose from about 50 to about 75. These are two measured operating points, not a continuous trend.

Earlier winter peak≈50appointments per week

Initial operating level after deployment.

+≈50%
Later average≈75appointments per week

After continued routing, qualification and follow-up refinement.

Close rate at higher volume23.48%

At the later operating point, booking volume increased while close rate remained above 23%.

Associated weekly gross deal value≈$158,000

Calculated from 75 appointments × 23.48% close rate × the client’s $9,000 average deal value. This is associated gross deal value—not recognised revenue or incremental lift.

Interactive fit check

Answer three questions to see whether the likely opportunity is a connected appointment journey or one focused workflow.

01Inbound enquiries per month
02Do leads arrive outside staffed hours?
03How much must sales know before the call?

Select one answer for each question.

Lead-process review

We’ll map the journey from enquiry to response, qualification, booking and sales handover—then show where the process leaks time or intent.

Where leads wait, stall or disappearWhich repetitive steps can be automated safelyWhere human judgement must remainWhich systems and data need to connectWhere automation is most likely to pay off
No automatic system access.We review the process first. Any system access or workflow change is scoped and approved separately.
Request a lead-process review

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