Customer case study
Bath & kitchen remodeler
Bath & Cabinet Experts saved $675K and lifted set rate 25%
A bath and kitchen remodeler buying thousands of leads a month cut wasted lead spend, took the leads that didn’t fit off their call center’s plate, and booked more appointments per lead. A 23x return on their Opta subscription.
Book a demoTotal saved
$675K
Across lead spend and call center payroll
+25%
Appointments set per lead
23x
Return on subscription
Company
Bath & Cabinet Experts
Industry
Home improvement
Product lines
Bath and kitchen remodeling
Lead volume
Thousands per month
The challenge
Paying for and working unqualified leads
Before Opta, leads flowed straight from the vendor to the CRM to the dialer, no matter the quality of the lead.
At volume, that gets expensive quickly. An unqualified lead eats marketing budget and several dial attempts before a rep writes it off.
With thousands of leads a month, the waste compounds fast, and it shows up in four places at once.
You buy the lead
The invoice lands whether or not the homeowner was ever a fit.
You work the lead
Reps spend dial attempts on homeowners who were never going to book.
You chase the credit
Getting money back from vendors is manual, one request at a time.
You pay someone to chase it
Or you pay your team to do that chasing instead of selling.
Why Opta
They could test it without betting the year on it
Bath & Cabinet Experts started with a one-month test and were happy with the immediate ROI.
Opta’s pricing and month-to-month flexibility let Jay and his team prove it was a fit without committing to a full year of access to the platform.
Opta is the only lead filtering platform built for home improvement companies, so it offered exactly what the team was looking for.
A one-month test
Start small, look at the numbers, decide from there rather than from a pitch.
Month-to-month
No annual commitment standing between them and finding out whether it worked.
Built for home improvement
The filters they needed were standard features, not custom development.
Implementation
Opta sits between the vendors and the CRM
Nothing about the lead sources changed. Opta was placed in front of the CRM, and the filters were built around the problems the team was actually seeing.
Opta goes in front of the CRM
Every lead from every provider passes through Opta before it reaches the CRM and the dialer.
Filters built around real problems
Opta’s customer success managers set the filters based on the specific lead quality issues the team was seeing.
Only qualified leads get through
Duplicate and unqualified leads are blocked at intake, so reps only dial unique leads that fit.
The results
Where the $675K came from
The savings came from two places: money returned on lead spend, and call center payroll that was never spent.
$377,566
Saved in lead spend (measured)
$298,038
Call center payroll on 22,926 leads that were never dialed (estimated)
+15%
Phone connect rate
+25%
Appointments set per lead
+7%
Net sales per lead issued
+7%
Net close rate
+3%
Demo rate
-6%
Cancellations
February to July 2026. Improvements reflect Opta’s filtering alongside Bath & Cabinet Experts’ own sales execution.
In their words
“Opta has significantly reduced wasted bandwidth in our call center by ensuring we are only dialing the leads that actually matter. Our team is able to focus their time where it drives the most impact. Their real-time customer support makes it feel like an extension of our internal team.”
More customer stories
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