Zero Carbon Initiative Case Study
How FlowPathHVAC 7.3x Scaled this Start-up
From 1 install per month to 22 installs in 3 months
Leads Generated
Appointments Booked
Installs Completed
Zero Carbon Initiative launched in March 2025 as a sales-focused HVAC agency partnering with local contractors to deliver installs.
At the start, they were essentially a ground-zero start-up — a lean 3-person team managing just 1–2 installs per month. They needed a reliable way to capture more leads, increase installs, and prove themselves in a competitive HVAC market.
From the beginning, FlowPath HVAC and Zero Carbon Initiative built more than a traditional client-agency relationship. We viewed each other as true partners. We didn't just run ads — we helped shape the foundation of their business by creating their lead generation systems, optimizing their booking processes, and guiding their sales operations.
One of the biggest gaps was that Zero Carbon had no organized sales force — only a simple lead sheet in Google Sheets. We fully automated their CRM so that leads were instantly routed to the right sales agent, with appointments booked directly in the agents' customized CRM portal based on each customer's specific inquiry. Our AI agent immediately scheduled consultations with the appropriate sales reps at Zero Carbon, eliminating delays and ensuring no opportunity was missed.
This trusted partnership remains strong to this day. Together, in just 3 months of partnership, we've scaled Zero Carbon Initiative from a newly launched start-up into a fast-growing HVAC service provider across Ontario, Alberta, & British Columbia.
Brand-New Business: Entered a competitive market with limited awareness and credibility.
Low Lead Flow & Conversions: Averaging only 1 install per month before working with FlowPath HVAC.
Lean Team Capacity: With just 3 staff members, they needed streamlined tools and processes to handle growing demand.
Untapped Demand for Heat Pumps & High-Efficiency HVAC: Homeowners were ready to invest in energy-efficient solutions, but the business lacked the systems to capture that demand.
Unstructured Sales Operations: Relied on a basic Google Sheet for leads with no formal follow-up or appointment system in place.
We delivered an end-to-end scaling strategy tailored to HVAC service providers:
Building the Foundation
Developed sales funnels, lead capture infrastructure, and booking systems from scratch.
CRM & AI-Driven Booking
Fully automated CRM with real-time appointment scheduling by our AI agent. Leads were instantly connected with the right sales rep, streamlining the path from inquiry to consultation.
Reviving Old Leads
We launched a cold email outreach campaign leveraging AI to re-engage past contacts. This effort turned 38 previously cold leads into warm, qualified prospects, resulting in 12 additional installs.
High-Impact HVAC Campaigns & Sales Training
Focused on rebates, energy savings, comfort upgrades, and ROI to resonate with homeowners. Trained their sales staff with a consistent sales strategy.
Seamless Lead Handling & Conversion
Implemented chatbots, SMS/email nurturing, and automated scheduling to streamline the sales pipeline.
True Partnership Approach
Worked side-by-side with the founders as partners, not just as a vendor.
Within just three months of partnership, Zero Carbon Initiative transformed:
From 1 install per month to 22 installs in a 3 month span.
Built a predictable lead pipeline, reducing reliance on sporadic referrals.
Empowered a lean 3-person team to handle increased demand through automation and efficient processes.
Revived dormant opportunities by converting 38 old leads into warm prospects, in which 12 customers led to installs, ensuring no business was lost to competitors.
Demonstrated that even brand-new HVAC businesses can compete and thrive quickly with the right foundation.
Performance Metrics:
- Leads Generated: 323
- Appointments Booked: 102
- Installs Completed: 22 Installs (Heat Pumps, Furnaces & AC)
- Booking Rate: 31.58%
- Closing Rate: 6.6% → ~22 closed installs
- Average Deal Value: $16,450
Additional Impact:
- 38 old leads re-engaged
- 12 additional installs from cold leads
- Expansion across 3 provinces
- 3-person team efficiently scaled
From Start-Up to Scalable HVAC Leader
Turned a brand-new company into a credible and fast-growing service provider.
Efficient Growth Engine
Delivered 323 qualified leads, 102 booked appointments, and 22 closed installs, with an additional 12 installs coming from re-engaged cold leads.
A Partnership That Powers Growth
More than a client relationship — we remain partners in growth, continuing to scale and refine the business as it expands.
Foundation for Long-Term Success
Our partnership proves that when agency and client align as partners, the results are transformative and sustainable.
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