Case Studies

Growth, scale, and quality — measured.

A look at how Lead Squad has helped enterprise and private-equity-backed home service operators expand markets, scale sales floors, and protect brand quality. Operator names anonymized; metrics are real.

Case 01 · Windows & Doors

National replacement-window operator backed by a growth-equity sponsor.

+3.4x
Sales-floor throughput per seat
9
New metros entered in 14 months
+17pts
Sit-to-close rate improvement
-29%
Blended cost per acquired customer
The challenge

Plateaued on a single national lead network. Needed to enter 9 new metros inside 18 months without diluting close rate or losing brand quality at the demo.

The approach

Lead Squad stood up owned demand generation across the expansion footprint, qualifying each homeowner for whole-home scope, decision-maker presence, and purchasing readiness before any in-home consultation.

The outcome

The operator hit its 18-month expansion plan three months early — and replaced its inherited lead network with a single Lead Squad program under one quality standard.

Case 02 · Roofing Systems

Private-equity-backed roofing rollup consolidating regional brands across the Sun Belt.

$2.4M
Quarterly pipeline added per brand
+3.1x
Sales-floor throughput per seat
-41%
CAC variance month-over-month
14 → 1
Lead sources consolidated
The challenge

Each acquired brand brought a different lead vendor, different quality bar, and unpredictable CAC. The sponsor's growth thesis required a single, forecastable demand input across the portfolio.

The approach

Lead Squad replaced 14 inherited lead sources with a unified demand program — verified homeowner appointments delivered into each brand's CRM under one quality standard and one set of reporting.

The outcome

Predictable unit economics across the portfolio cleared the path to the sponsor's next bolt-on round and tightened the board's CAC forecast to within 4% of plan.

Case 03 · HVAC Infrastructure

Multi-state HVAC platform serving 18 metros with 400+ in-home consultants.

+62%
Consultant utilization across new metros
98.4%
Verified-ownership accuracy
+22pts
Sit-to-close rate improvement
0
Brand-damaging dispatch incidents
The challenge

A growing sales floor with idle headcount in newer markets. Lead volume was inconsistent, brand-damaging dispatches were creeping in, and the CRO needed a partner who could scale quality with the org chart.

The approach

Lead Squad calibrated booked-appointment volume per market to live rep capacity, with US-based qualification confirming ownership, system age, and replacement intent before any seat on the calendar.

The outcome

The operator scaled to 4 additional metros the following year on the same demand infrastructure — and elevated Lead Squad to preferred-partner status across the parent platform.

Across the portfolio

The pattern operators see when growth becomes infrastructure.

Multi-Brand
Demand programs across PE portfolios
50
States of growth coverage
+2.4x
Median sales-floor throughput uplift
98%+
Verified-ownership accuracy
Partnership

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SOC 2 Type II
Independently audited controls
TCPA & DNC
Compliance verified per contact
US-based triage
Live qualification specialists
Multi-brand
Demand programs across PE portfolios