5-tech contractor generates $135K in 31 days using equipment data to target R22 systems
Slow season was coming, and R22 equipment data was sitting idle
A 5-technician HVAC contractor in the Northeastern U.S. provides residential and light commercial services, balancing day-to-day service work with opportunities to grow replacement revenue. With a smaller team, making the most of available time—especially during slower periods—plays an important role in maintaining consistent performance.
As seasonal demand fluctuates, identifying the right opportunities at the right time becomes critical. The team needed a way to surface high-probability replacement opportunities within their existing customer base and act on them efficiently.
XOi identified R22 replacement opportunities using equipment data
Using equipment insights, the team identified customers with R22 systems and built a focused outreach list. With clear visibility into asset age and refrigerant type, they prioritized customers likely to face rising costs or limited repair options and developed a simple, educational outreach approach to engage them early.
This allowed the team to act ahead of peak season, connecting with customers before systems were in regular use.
This allowed the team to act ahead of peak season
Connected with customers before systems were in regular use
Executed a focused outbound campaign tied to identified assets
A dispatcher-led outreach campaign targeted 108 customers over a one-month period, using a consistent message grounded in refrigerant phase-out timelines and system lifecycle considerations.
As customers responded, estimates were scheduled and delivered quickly, creating a steady pipeline of replacement opportunities.
Revenue generated
$135K in replacement revenue closed in just 31 days from a single targeted campaign.
Slow season eliminated
A 5-tech team turned idle equipment data into a proactive revenue stream during the industry's slowest period.
What changed when data drove the conversation
A 5-tech contractor generated $135K in 31 days by acting on R22 equipment data captured during routine work.
revenue closed
total quote value
jobs sold
quote-to-sale conversion
“We secured $135,000 before customers even turned on their AC. The customers that didn’t close weren’t lost deals—they just weren’t ready yet. And now they’re in our pipeline, not someone else’s.”
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