Case Study: How Pika Increased an HVAC Shop's Close Rate by 27%

Nov 13, 2024

Alicia Chen

Overview

A TX-based, PE-backed contractor, was already doing $XXM in revenue by the time they began conversations with Pika, and their sales team’s close rates were already high (at 30%+). Yet revenue generation remained their top priority, so they partnered with Pika on Service Pitch — Pika’s next-generation sales presentation tool. 

“Being able to show a homeowner what their historical energy savings would have been with a new, more efficient unit is a really powerful feature. This will bring so much value to all of our salespeople.” – Comfort Advisor

Solution

They began with a two-month pilot program, rolling the software out to 3 comfort advisors. The leadership team cared most about seeing an uptick in revenue, as well as product stickiness and consistent usage. 

Results