How Lifestyle Home Products Uses HeavySet Tech to Automate Appointment Scheduling, Boost Speed-to-Lead, and Expand Across Canada
Founded more than 35 years ago and headquartered just outside of Toronto, Lifestyle Home Products is a leading Canadian home improvement company specializing in windows, doors, sunrooms, and bath systems. With a sales team of over 45 representatives operating across three time zones, Lifestyle is rapidly expanding into new provinces.
To maintain growth and maximize sales efficiency, Lifestyle turned to HeavySet Tech — a platform purpose-built to automate lead capture and appointment scheduling in real time.
We're in the I-want-it-now era. When a homeowner fills out a form, they don't want to wait for a call — they want to book right away. HeavySet gives them that option and keeps our reps' calendars full.
The Challenge: Too Many Leads, Not Enough Time
Before implementing HeavySet Tech, Lifestyle struggled to keep up with its high volume of inbound leads. Call-center teams often missed the "sweet spot" when leads were most responsive — either calling too soon or too late.
"We were really struggling with timing — calling too quickly or missing that perfect window. If someone's busy or at work, you lose the moment. With HeavySet, that changed completely," Carroll explains. Lifestyle's sales team needed a way to capture, confirm, and schedule appointments automatically — without relying solely on manual outreach or constant call-center coverage across multiple time zones.
The Solution: Real-Time, Automated Scheduling with HeavySet
After meeting HeavySet Tech at an industry event, Lifestyle began testing automated lead engagement. Within months, they fully integrated HeavySet into their CRM, ImproveIt 360 (Salesforce), enabling:
- Instant text messages with self-booking links
- Website "Book Now" forms connected directly to live sales-rep availability
- 24/7 automated scheduling and confirmation
- After-hours and multi-time-zone lead handling
- CRM-connected data tracking for full visibility
"From the moment a lead hits our CRM, HeavySet sends out a text with a booking link. Homeowners love it — it's fast, flexible, and gets them scheduled immediately," Carroll notes.
The Results: Faster Scheduling, More Appointments, Happier Customers
By automating appointment scheduling through HeavySet, Lifestyle saw a significant increase in booked appointments and improved sales team efficiency.
"We've noticed a clear uptick in appointments and sales capacity since emphasizing HeavySet. It's improved our workflow and allowed us to see homeowners faster — which directly increases our close rate," says Carroll.
Key Outcomes
- •Faster speed-to-lead: Real-time self-booking via SMS and web
- •Higher close rates: Quicker response = better conversion
- •After-hours success: Appointments booked across time zones
- •Happier customers: Easy, on-demand scheduling improves experience
- •Scalable automation: Supports growth into new regions
The Partnership: Seamless Support and Continuous Innovation
Marcus credits the HeavySet team for their responsiveness and adaptability. "The support we've received from HeavySet has been awesome. They take our feedback and make it reality. It feels like a true partnership — they're constantly improving and evolving," he says.
Lifestyle's collaboration with HeavySet has gone beyond lead capture — the company is now exploring automating installation scheduling and post-sale workflows through the same platform. "We're actually working with HeavySet now to book our installations directly with homeowners. It's the next evolution for us — extending automation from marketing into operations," Carroll adds.
Advice from Lifestyle to New HeavySet Users
Jump in feet first. Don't hesitate like we did — lean into it, because it works. Once you're up and running, you'll see more appointments, better efficiency, and happier customers.
Key Results Summary
| Metric | Impact |
|---|---|
| Speed-to-Lead | Instant booking via SMS and web |
| Appointment Volume | Significant increase across 3 time zones |
| CRM Integration | Seamless with ImproveIt 360 (Salesforce) |
| Efficiency | Fewer missed leads, more qualified appointments |
| Future Expansion | Extending automation to installation scheduling |
Final Thoughts
HeavySet is how we meet homeowners faster, book appointments 24/7, and keep our sales teams focused on closing — not chasing.
HeavySet Tech helps home service companies like Lifestyle Home Products and Great Day Home Improvement automate lead capture, book appointments instantly, and grow at scale.
If you're not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.