How a SaaS and HVAC service operator deployed an ultra-low latency voice AI engine to reactivate cold lead databases, analyze existing software stacks, and book 15-minute product demos.
THE CLIENT
The client provides high-volume SaaS solutions to HVAC contractor networks and field service businesses managing cold prospect databases from previous events and outreach.
Uncontacted leads sat idle, causing ROI degradation and lost pipeline value over time.
Human reps faced rapid fatigue attempting high-volume outreach across cold lists.
Standard automated dialers introduced awkward silences, triggering immediate hang-ups from busy business owners.
Manual SDR Dialing
Human capacity limits prevented thorough coverage of large, cold lead databases.
Off-the-Shelf Dialers
Systems lacked rapid response infrastructure and real-time CRM tech-stack logging capabilities.
Deploy an outbound voice AI engine to call cold lists, handle natural objection flow, identify the prospect's current software stack, and dispatch SMS booking links during live calls.
cold list reactivation requires sub-second voice latency, intelligent objection handling, and real-time calendar link dispatch to convert idle data before interest cools. That is the point at which they came to Coldi.
67
Total Outbound Calls Placed
104.09Min
Total Live Call Duration
27
Total Leads Captured
<500ms
Sub-Second Response Latency SLA
Ultra-Low Latency Voice Engine
Sub-500ms response architecture engineered to eliminate pauses, manage interruptions, and maintain natural conversation pacing.
Calendly & SMS Automation Engine
Automated SMS dispatch system sending direct Calendly booking links during live calls upon verbal prospect confirmation.
CRM Intelligence Feedback Loop
Real-time CRM integration logging current software stack details, conversation outcomes, and account performance summaries.
Real-Time Performance Dashboard
Centralized tracking environment displaying real-time call counts, live talk minutes, and qualified lead capture metrics.
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Two-Step Objection Rule
Programmed logic where the agent acknowledges initial pushback, pivots with a value proposition, and concedes only after a second firm refusal.
Tech Stack Discovery Scripting
Mid-call discovery prompts configured to extract and log the prospect’s existing software environment.
Instant Conversion Pivot
Real-time trigger executing SMS booking link dispatch upon verbal interest.
SEE HVAC VOICE IN ACTION
Latency Management SLA
Continuous enforcement of sub-500ms voice response speed to prevent robotic speech pauses.
Outreach Threshold Guardrails
Automated stopping criteria enforcing objection handling caps to prevent prospect fatigue.
Managed CRM Logging
Automated synchronization of tech stack metadata and call summary logs.
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27
Total Qualified Leads Captured
2 Steps
Structured Objection Handling Enforcement
100%
Automated Tech Stack Scoping Logged to CR
1 Click
Instant SMS Calendly Demo Delivery
67
Outbound Calls Placed
104.09 Min
Total Call Minutes Executed
Immediate Link Dispatch
Sending booking links during active calls converts verbal interest into calendar meetings before the caller hangs up
Automated Market Research
Capturing current software stack data enriches CRM records for future targeting even when demos are not booked immediately.
Reactivating cold data requires sub-second voice responsiveness, persistent objection handling, and immediate digital link handoffs. Coldi provides the full technical voice pipeline to extract value from idle databases.
