How Exterior Pros Generated Over $623,000 in Revenue, 130 Appointments and a 35% Close Rate in Just Four Months with HeavySet Tech

Exterior Pros & Baths is a family-owned home improvement company serving homeowners throughout Southeastern Wisconsin. For more than 15 years, the company has specialized in roofing, siding, windows, doors, gutters, and bath remodeling, building a reputation for operational excellence and a commitment to customer experience.

Today, Exterior Pros operates with 8 sales representatives, 4 call center representatives, and 1 call center manager, handling approximately 1,500 leads and nearly 400 appointments each month. The company is on pace to generate approximately $15 million in annual revenue and is constantly looking for ways to improve every part of the customer journey.

As Taylor Hibl, Family Owner & Operating Officer, put it: "We're always looking for ways to improve. Every conference we attend, we're evaluating new technology, testing ideas, and looking for ways to create a better customer experience."

The Challenge

By most measures, Exterior Pros already had a sophisticated technology stack. Before HeavySet, the company was running LeadPerfection as their CRM, Hatch for outreach, Five9 for their call center, and a full suite of email campaigns, events marketing, and canvassing programs. They had four call center representatives focused on outbound appointment setting.

Despite all of it, a familiar problem was getting harder to ignore: customers didn't want to answer the phone. Taylor understood it personally. She'd recently spent more than $1,500 purchasing tires online — chose her appointment time, completed the entire transaction, and never spoke to a single person. The same shift in consumer behavior was showing up in home improvement.

"They just want to book the appointment," Taylor said. "They don't necessarily want to talk to somebody first."

The second challenge was after-hours lead engagement. Exterior Pros had no way to book appointments once the office closed. Between 8:00 PM and 8:00 AM, leads who were ready to schedule simply had nowhere to go — while competitors investing in 24/7 engagement kept responding.

"We weren't doing anything after hours," Taylor said. "I knew we were losing opportunities because other companies were responding while we were sleeping."

Before HeavySet vs. After HeavySet

Why Exterior Pros Chose HeavySet Tech

The goal was straightforward: give homeowners a frictionless way to book an appointment without requiring a phone call. HeavySet provided real-time online scheduling, AI-powered lead engagement, CRM-integrated calendar management, automated SMS communication, after-hours appointment booking, drip campaign automation, rehash campaigns, and real-time reporting and analytics — all connected directly to LeadPerfection.

For a call center already making dozens of outbound attempts each day, HeavySet became something different — a channel where the customer initiated the conversation and booked on their own terms.

"HeavySet gave us another channel to book appointments without having to call people 40 times a day or blow them up with texts and emails," Taylor said.

Implementation

HeavySet integrated directly with LeadPerfection and was live within approximately two weeks. The onboarding process covered CRM integration, calendar synchronization, AI conversation setup, appointment scheduling workflows, and customized automation logic — all without disrupting the existing call center operation.

"The onboarding process was so quick and easy," Taylor said. "We were up and running within two weeks."

Taylor also highlighted HeavySet's Client Success and Technical Support Team as one of the company's biggest differentiators.

The entire Client Success & Technical Support Team has been fantastic. If we need something adjusted, it's usually fixed the same day.

Results: Over $623,000 in Closed Revenue in Four Months

From February through May 2026, HeavySet generated measurable business results almost immediately for Exterior Pros.

One of the most unexpected findings was that HeavySet-generated appointments consistently outperformed the company's overall average ticket by approximately $5,000–$6,000 per sale.

"Our HeavySet appointments have a higher average ticket than our company average," Taylor said.

The data confirmed what Taylor had suspected: homeowners are comfortable committing to significant home improvement projects through a frictionless, self-service scheduling experience.

Perhaps the most compelling statistic was HeavySet's efficiency: it represented less than 1% of Exterior Pros' total marketing spend while generating more than $623,000 in closed revenue during the first four months.

There wasn't one statistic I had to leave out because it was ugly. Every number looked good.

Replacing Legacy Tools

As confidence in the platform grew, Exterior Pros began consolidating their technology stack around HeavySet. Today HeavySet manages appointment booking, drip campaigns, retargeting campaigns, email automation, and AI-powered customer engagement. Hatch, a platform they'd relied on for years, is now being phased out of their marketing workflows entirely.

"I'm moving Hatch completely out of marketing," Taylor said. "Everything for targeting and retargeting is being done through HeavySet."

The expansion continues. Exterior Pros is now leveraging HeavySet for appointment confirmations, rehash campaigns targeting unsold estimates and aged leads, automated email journeys built directly from LeadPerfection, database marketing campaigns, and long-term customer nurture campaigns.

"It's just building on top of what's already working," Taylor said.

Key Results Summary

• ✓$623,000+ in closed revenue generated in four months
• ✓130 appointments generated, 77 issued, and 68 completed demos
• ✓24 closed sales at a 35% close rate
• ✓Average ticket size of $25,958 — approximately $5,000-$6,000 above company average
• ✓Less than 1% of total marketing spend
• ✓Fully integrated with LeadPerfection and live within two weeks
• ✓Replacing Hatch for targeting, retargeting, and marketing automation
• ✓Expanded into confirmations, rehash campaigns, email automation, and database marketing
• ✓Captures and converts leads automatically after hours, evenings, and weekends

Why Exterior Pros Recommends HeavySet

For Taylor and the Exterior Pros team, HeavySet Tech has become much more than an appointment scheduling platform. It's a revenue-generating system that helps maximize every marketing dollar, capture opportunities that would otherwise be missed, and deliver a customer experience that aligns with how today's homeowners prefer to buy. The combination of real-time scheduling, AI-powered engagement, seamless LeadPerfection integration, after-hours availability, powerful automation, and exceptional customer support has made HeavySet an essential part of their sales and marketing strategy.

HeavySet has become an extension of our team. It helps us capture opportunities we would have otherwise missed, improves the experience for our customers, and continues to evolve alongside our business. The results speak for themselves, and I would absolutely recommend HeavySet to any home improvement company looking to maximize every lead and every marketing dollar.

If you're not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.