Case Study: Gardiner achieves 99% technician lead capture with XOi Technologies

Gardiner boosts technician lead capture to 99% with XOi

Gardiner, a commercial HVAC provider based in Northern Ohio, faced a challenge with technician-generated leads slipping through the cracks due to inconsistent capture and tracking across multiple channels. This lack of visibility and follow-up made it difficult for sales to act on opportunities identified in the field. To address this, they partnered with XOi Technologies.

XOi implemented a standardized workflow for technicians to submit leads as part of their normal job process. This solution ensured consistent documentation and immediate routing to sales leadership. The results were significant: lead capture through XOi increased from 40% to 99%, and total tech-generated lead volume grew by 15.5% within 90 days of implementation, creating a more reliable revenue pipeline.

Gardiner