Meet Norman Woolley, President of Woolley Home Solutions. His mission is to deliver trusted, all-in-one home comfort services that keep homeowners comfortable and worry-free.

Industry

Heating and Cooling Services

Challenge: Fragmented Lead Management

Woolley Home Solutions was struggling to keep up with the increasing volume of leads coming from various sources. Our marketing efforts generated inquiries through chatbots, online advertising, and multiple web forms scattered across different platforms. Each lead was trapped in a silo: some arrived via email, others required logging into separate accounts to download spreadsheets, and all had to be manually checked and assigned to staff members.

This process was inefficient, time-consuming, and prone to human error. Team members found themselves juggling lead tracking across multiple platforms, which made it harder to stay focused and sometimes delayed timely follow-ups. The fragmented system made it difficult to get a clear picture of lead status, causing delays and lost revenue.

Solution: A Single, Unified Dashboard Powered by Engine Awesome

To address these issues, we turned to Engine Awesome for a custom solution. Engine Awesome designed and implemented a centralized lead management dashboard that consolidates leads from all sources into one user-friendly platform.

Now, every lead from chatbots, ads, and web forms automatically flows into this unified dashboard. Our team at Woolley no longer needs to log into multiple systems or dig through emails—everything we need is in one place. The dashboard allows quick assignment of leads to team members, and tracks progress in real time.

Engine Awesome also integrated AI-powered tools that analyze lead data and identify potential opportunities that might otherwise be missed. This proactive approach helps us act faster and smarter, improving conversion rates and maximizing the value of our marketing spend.

Engine Awesome didn’t just give us a new tool—they transformed how we work.

Results: Efficiency, Clarity, and Growth

The transition to Engine Awesome’s dashboard brought immediate improvements:

• Consolidated Lead Management: Eliminating scattered lead sources gave our team full visibility and control.
• Faster Response Times: Centralizing all leads in one place made it easier for our team to assign and follow up quickly, enhancing the overall customer experience.
• Reduced Manual Work: We saved hours previously spent juggling multiple platforms, freeing time for higher-value tasks.
• AI-Driven Insights: Intelligent alerts helped capture hidden opportunities, boosting overall sales.
• Enhanced Team Accountability: The dashboard’s transparency made it clear who was responsible for each lead and the follow-up status.

As I’ve seen firsthand, our team feels empowered and focused. With Engine Awesome, we finally have a lead management system that grows with us. We’re confident every potential customer is handled properly, and that confidence is reflected in our results.

Learn more about Woolley Home Solutions.