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Missed calls should be booked jobs.

Echelonix AI is an AI customer acquisition and appointment booking system for HVAC, plumbing and electrical contractors. It captures every inquiry, follows up automatically and puts the appointment on your calendar.

Book An Intro Call See the three packages
  1. Lead capturedEvery inquiry and missed call is logged.
  2. Followed upAutomated follow-up keeps the lead warm.
  3. Appointment bookedThe job lands on your calendar.

Built around what a contractor actually needs.

  • Generate more qualified customer opportunities.
  • Reduce missed leads and unanswered inquiries.
  • Improve lead response and follow-up consistency.
  • Increase booked service appointments.
  • Convert more inquiries into paying jobs.
  • Reduce repetitive administrative work.
  • Track customer acquisition performance.

Three packages. One connected system.

Each one gives a different level of automation, based on where your business is today and where you want it to go. Pricing is shared on the intro call.

Starter

Stop Losing Leads

Essential Lead Capture & Automated Follow-Up

Designed for smaller contractors who already receive inquiries but need a better system for capturing and following up with potential customers.

Pricing on call

Talk About Starter

Included services

  • AI lead capture configuration
  • Basic automated customer follow-up
  • Basic CRM integration
  • Lead tracking and organization
  • Basic monthly workflow optimization

Ideal for: small contractors seeking an affordable way to improve their existing lead conversion process.

This package does not include outbound lead generation or automated appointment booking.

Recommended package

Growth

Generate More Leads & Booked Jobs

Complete AI Lead Generation, Follow-Up & Booking System

Designed for established contractors looking to build a more consistent pipeline of qualified customer opportunities. For most established HVAC, plumbing and electrical contractors, this is the one we recommend: core lead generation, qualification, follow-up and appointment booking, without the higher investment of advanced voice and multi-channel automation.

Pricing on call

Talk About Growth

Included services

  • Everything in Starter
  • AI-powered outbound lead generation
  • AI lead qualification
  • Automated appointment booking
  • Standard CRM integration
  • Lead follow-up automation
  • Basic reporting dashboard
  • Standard monthly campaign optimization

Monthly objective: 20 to 40 qualified customer opportunities, subject to campaign performance, service area and available marketing resources.

Ideal for: HVAC, plumbing and electrical businesses that want to grow their customer pipeline without manually managing every lead.

Premium

Done-for-You AI Growth Engine

Full-Service AI Customer Acquisition & Advanced Automation

Designed for established and growing contractors seeking comprehensive automation across their customer acquisition process. Upgrade from Growth as your business grows.

Pricing on call

Talk About Premium

Included services

  • Everything in Growth
  • AI voice agent
  • Missed-call recovery automation
  • Multi-channel customer follow-up
  • Advanced CRM integration
  • Advanced reporting dashboard
  • Priority monthly optimization
  • Monthly dedicated strategy review

Ideal for: high-volume contractors looking to automate more of their sales and customer communication workflows.

Advertising spend, third-party software subscriptions and usage-based charges are additional unless otherwise agreed.

Package comparison

Service Starter Growth Premium
AI lead captureIncludedIncludedIncluded
Basic automated follow-upIncludedIncludedIncluded
AI outbound lead generationNot includedIncludedIncluded
AI lead qualificationNot includedIncludedIncluded
Appointment bookingNot includedIncludedIncluded
CRM integrationBasicStandardAdvanced
AI voice agent / missed-call recoveryNot includedNot includedIncluded
Multi-channel follow-upNot includedNot includedIncluded
Custom reporting dashboardNot includedBasicAdvanced
Monthly optimizationBasicStandardPriority
Dedicated strategy reviewNot includedNot includedMonthly

Live in 30 days.

Estimated project duration, four phases. Implementation depends on the selected package, system access and timely client approvals.

  1. Days 1 to 7

    Discovery & Strategy

    Business assessment, targeting and workflow planning.

  2. Days 8 to 14

    AI System Setup

    Configuration of the selected package features.

  3. Days 15 to 21

    Integration & Testing

    CRM connections, workflow testing and scheduling setup where included.

  4. Days 22 to 30

    Launch & Optimization

    System launch, initial optimization and team training.

An illustrative example.

Consider a plumbing contractor using the Growth package.

30qualified opportunities per month
30%lead-to-job conversion rate
9new paying jobs
9new paying jobs
$600average revenue per job
$5,400gross job revenue

Gross revenue is before setup, advertising, software, labor, materials and other expenses. Actual results depend on lead quality, market demand, client response, conversion rates and job profitability. No lead or revenue results are guaranteed.

Why choose Echelonix AI?

We build one connected customer acquisition process, not a pile of disconnected software tools.

  • Automate repetitive lead management activities.
  • Improve consistency in customer follow-up.
  • Connect lead generation with appointment scheduling.
  • Reduce missed opportunities.
  • Measure performance and refine the system over time.

Next steps

  1. Select your package

    Choose Starter, Growth or Premium based on your business needs.

  2. Approve the proposal

    Confirm the selected package, investment, scope and service terms.

  3. Complete onboarding

    Provide your service area, business information, scheduling preferences and necessary system access.

  4. Begin implementation

    Our team starts the 30-day implementation process.

  5. Launch & optimize

    Activate the approved workflows, review initial results and begin ongoing optimization.

Ready to grow your customer pipeline?

Pick a package and schedule your intro call to capture more opportunities, automate customer communication and build a more scalable appointment booking process.

Book Your Intro Call