Sales Funnels & Automation for Energy Contractors

Are you losing leads to the competition and leaking revenue due to slow follow-up?

We design, build, and run the lead-generation systems behind residential and commercial solar, HVAC, energy storage, and electrical contractors — capture, follow-up, booking, and reporting in one connected engine.

BOOK A CONSULTATION

Let's Map Your Lead Engine

Residential or commercial — tell us a little about your operation and we'll come back with a free funnel and automation audit within 24 hours.

Free 20-Minute Strategy Call

Tell us where your leads are leaking

No obligation. We will walk your current lead flow and show you exactly what we would fix first.

Free audit, no obligationReply within 24 hoursNo spam, ever

WHAT YOU GET

Built for Contractors Who Can't Miss a Lead

Every engagement runs on the same operating backbone — capture, follow-up, booking, and reporting wired together from day one.

Lead Capture That Never Sleeps

Calls, forms, and DMs land in one inbox with instant routing — and an AI receptionist covers after-hours so no job request goes unanswered.

  • 24/7 AI receptionist + missed-call text-back
  • Instant routing to the right crew
  • Every inquiry logged in your CRM

Follow-Up That Runs Itself

Estimates, reminders, and review requests fire on their own, so quotes stop going cold while your crew is out on a job site.

  • Automated estimate follow-up
  • Scheduling and maintenance reminders
  • Review and referral requests after every job

Reporting You Can Act On

One dashboard shows where every lead came from, what it is worth, and which stage of your pipeline it is sitting in.

  • Attribution from first click to closed job
  • Pipeline and revenue reporting in one view
  • Monthly optimization reviews with your strategist

PROVEN RESULTS

Contractors Who Stopped
Leaking Leads

Real verified data and automated lead-recovery outcomes across residential and commercial energy trades.

+38%

Booked appointments in 90 days after installing automated text-back and instant routing.

HVAC & Heat Pump Retrofitters

4 min

Average first-response time across inquiry channels, down from a baseline of 6+ hours.

Residential Solar & Energy Storage

2.1x

More qualified commercial bids dispatched per month without hiring additional intake staff.

Commercial Electrical & EV Fleets

"We used to lose 4 out of 10 incoming furnace calls when technicians were on rooftops. Trim Funnels set up instant missed-call text-back and booking qualification. Our calendar filled 11 days ahead in our first month."

Marcus Vance, HVAC contractor in Tacoma WA

Marcus Vance

Owner, Sound Thermal HVAC · Tacoma, WA

"In Phoenix solar, speed to lead is life or death. Cutting response time from 3 hours to 4 minutes doubled our consultation rate. The automated pipeline qualifies roof age and utility spend before our reps even pick up."

Elena Ramos, Solar Installation Director in Phoenix AZ

Elena Ramos

Managing Partner, SolVance Systems · Phoenix, AZ

"Commercial estimators don't have time to chase dead-end contacts. Trim Funnels built us an automated intake funnel that verifies electrical service capacity before scheduling. We closed over $480k in EV charger bids last quarter."

Derrick Sterling, Commercial Electrical Contractor in Dallas TX

Derrick Sterling

VP of Operations, Sterling Industrial Electric · Dallas, TX

TRUSTED BY COMMERCIAL & RESIDENTIAL ENERGY CONTRACTORS ACROSS NORTH AMERICA

The Trim Funnels Guarantee

If we don't improve your booked-appointment rate in 90 days, we keep working at no additional cost until we do.

  • Zero long-term lock-in contracts : cancel anytime with 30 days notice
  • Transparent weekly reporting : see every call, text-back and booked job in real time
  • Dedicated energy-trade CRM engineers assigned to your specific territory

Not sure which track fits? We'll map the right system on the consultation.

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Sales funnels, lead generation and automation for energy contractors.

Contact

+1 (253) 400-5894

[email protected]

trimfunnels.com

Silver Spring, Maryland - serving contractors nationwide

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