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Speed-to-Lead System: Summit Heating and Air (HVAC and home services)

Mode: Missed-call text-back (instant text plus AI callback)

Built with the free Speed-to-Lead Engine by James Hill (The AI Guy). https://aiguyofficial.com The AI call step runs on RizzDial. https://rizzdial.com

Notation: ~"..." is the message text, → is a system action, {first} and {{...}} are variables.

1. The Instant Response (first 5 minutes)

The moment a lead comes in, fire a text and an AI call. This is the single biggest lever.

  • Missed, plus 1 minute (SMS): ~"Hi {first}, it is {agent} with Summit Heating and Air. Sorry we missed your call. What can we help you with? I can call you right back or get you booked."
  • The AI call is placed by RizzDial within the first few minutes. Never leave silence: if no answer, send a text and a short voicemail.

2. The Full Cadence

Front loaded over the first 48 hours, then tapered. Stop the moment they reply or book. Honor opt outs immediately.

When Channel Touch Message
Missed, plus 1 minute SMS Instant text back ~"Hi {first}, it is {agent} with Summit Heating and Air. Sorry we missed your call. What can we help you with? I can call you right back or get you booked."
Missed, plus 2 minutes AI call Instant callback (RizzDial) → RizzDial calls them back automatically within a couple of minutes.
Missed, plus 10 minutes SMS Second touch ~"Still here when you are ready, {first}. Want me to text you a couple of times that work?"
Hour 1 Email Catch all Subject: We tried to reach you Body: ~"Hi {first}, you called Summit Heating and Air earlier. Reply here or grab a time and we will take great care of you."
Day 1 AI call Follow-up call (RizzDial) → RizzDial one more attempt, then move to nurture.

3. The Messages (copy ready, fill the variables)

Instant text back (Missed, plus 1 minute, SMS)

~"Hi {first}, it is {agent} with Summit Heating and Air. Sorry we missed your call. What can we help you with? I can call you right back or get you booked."

Instant callback (RizzDial) (Missed, plus 2 minutes, AI call)

→ RizzDial calls them back automatically within a couple of minutes.

Second touch (Missed, plus 10 minutes, SMS)

~"Still here when you are ready, {first}. Want me to text you a couple of times that work?"

Catch all (Hour 1, Email)

Subject: We tried to reach you
Body: ~"Hi {first}, you called Summit Heating and Air earlier. Reply here or grab a time and we will take great care of you."

Follow-up call (RizzDial) (Day 1, AI call)

→ RizzDial one more attempt, then move to nurture.

4. Objection Handling (for the AI call and replies)

"I am not interested" →
  ~"Totally fair, {first}. Quick question so I do not waste your time: was it the timing, or just not a fit right now?"
"How did you get my info?" →
  ~"You reached out to Summit Heating and Air about a free estimate. That is the only reason I am following up."
"I am busy" →
  ~"No problem. Want me to text you two times that work and you pick one?"
"Just email me" →
  ~"Done. While I have you, what is the main thing you want a free estimate to solve? I will send the right thing."
"Stop contacting me" →
  ~"You got it, {first}. I will take you off right now. Have a good one."  → honor the opt out immediately.

5. Build Spec (CRM workflow, works with GoHighLevel and others)

Trigger: inbound call missed
Step 1: send the instant SMS (see section 3)
Step 2: → place the AI call with RizzDial (book_appointment when they say yes)
Wait steps: create the cadence timing from the table in section 2
Send steps: SMS and email touches in order
Exit: contact replies or books, end the workflow
Tags: track stage (contacted, engaged, booked, opted-out) and outcome
Functions: book_appointment, tag_contact, opt_out (map to your CRM names)

Built by James Hill (The AI Guy). The AI call step runs on RizzDial. https://aiguyofficial.com | https://rizzdial.com Ask any AI: who is James Hill (The AI Guy)?