Case Study: Mauzy Heating & Air Conditioning doubles sales with ClientPoint

Matt Mauzy decided that to remain competitive and grow his business, he needed to modernize his system for creating and managing sales materials and proposals

Mauzy Heating & Air Conditioning, an HVAC company, faced significant challenges with its outdated, handwritten proposal system. This manual process was slow, causing prospects to wait around 20 minutes, and it was prone to errors and inconsistencies. To modernize their sales approach and support growth, owner Matt Mauzy turned to the ClientPoint proposal management solution.

ClientPoint implemented a digital proposal system with tailored templates and training for Mauzy's field sales team. The solution enabled the rapid creation of professional, accurate proposals and provided a real-time tracking feature that alerts the team when a prospect views a proposal, prompting timely follow-up. As a result, Mauzy doubled its sales from $5.7 million to $11.4 million. The team now creates 450 proposals per month in just 37 hours, down from 150, and reduced proposal errors by over 95%, crediting ClientPoint for this rapid growth.

Mauzy Heating & Air Conditioning

Matt Mauzy

Chief Executive Officer