Pull 30 days of call logs
Export thirty days of inbound call logs across every line the contractor publishes. The business line, the GBP-listed number, the LSA tracking number, every paid-channel tracking number. The export captures answered, missed, after-hours, and callback events with timestamps. The pull is the audit's foundation.
Measure the miss rate by hour and channel
Bucket the call data by hour-of-day, day-of-week, and source channel. Compute the miss rate per bucket. Most contractors find the miss rate is concentrated in three buckets: lunch hours, end-of-day, and after-hours. The bucket map is what makes the recovery design specific to the contractor's pattern.
Measure the callback lag on missed calls
Compute the elapsed time from missed call to outbound callback for the missed events that did get one. The Hatch and Instant Sales Funnels data sets put the average HVAC lag over four hours; many missed events never get a callback at all. The lag is where the buyer-loss compounds.
Install missed-call-text-back
Install the missed-call-text-back automation on every published line. The text fires within sixty seconds and asks the caller to confirm the request or schedule a callback. The text-back recovers a meaningful fraction of missed inventory without any human action; the per-month uplift is one to three closed jobs on most accounts.
Install speed-to-lead under five minutes
Install a routing system that surfaces every inbound form-fill, chat, and web-call to a human within five minutes. Hatch reports a 391-percent conversion-rate lift on a one-minute response; under five minutes is the working target. Above five minutes is treated as a missed event and routed into recovery.
Install after-hours automation
Install the after-hours flow. Capture the caller's request, classify urgency, set a callback window for the next business hour, notify the on-call coordinator. The roofing-after-hours miss rate is one hundred percent without this; after install, the after-hours stream becomes a queued source line in the call ledger.
Score the calls that did connect
Score the connected calls against the four-axis rubric: in-spec, qualified, decision-maker, scheduled. The score is the operating link between marketing spend and sales productivity. The scoring is mechanical once the rubric is set; the rubric is half-set by trade and half-tuned to the contractor's catalog.
Install the phone-economics weekly review
Move the phone diagnostic from one-time audit to weekly operating filter. Miss rate by hour. Callback lag. After-hours queue health. Call-quality score. The weekly review is the contract against the phone; the contract is what makes the install stick past month one.