Customer case study
Multi-product remodeler
Install America saved $685K+ in 4 months
A multi-product remodeler operating in PA, TN, and NC cut wasted aggregator spend, nearly doubled their appointment set rate, and lifted gross-to-net 10 points after going live on Opta in 4 business days.
Book a demoSaved
$685K+
In lead spend saved in the first 4 months
+80%
Appointment set rate per lead
+10pts
Gross-to-net conversion lift
Live in 4 business days
Company
Industry
Home improvement
Operates in
Pennsylvania, Tennessee, North Carolina
Product lines
Windows, doors, roofing, siding, kitchens, baths
The challenge
Nothing was filtering leads at intake
Before Opta, every lead the vendors sent flowed straight to Install America’s reps. Their biggest issue with aggregator leads was quality: homes that wouldn’t be profitable projects, disconnected numbers, and duplicate leads.
The team had been running homes too low in value to be profitable. Going back through the prior year’s data, almost every house under a specific value was a turn-down. So why were they still running houses under that value?
Tom knew he was wasting money on bad leads, but he didn’t yet understand the scale of it. His sales reps felt it. “They were really disappointed in not closing many of the leads we purchased that we were running.”
“We were paying for ridiculous stuff. Duplicates, bad phone numbers, leads that thought they were getting something for free. These were the things we were looking to eliminate.”
Why Opta
He wanted leads judged before reps touched them
Tom saw an Opta ad at the right moment. He had been looking for a way to evaluate leads before they hit his reps.
The home value filter was the hook. Tom had been running thousands of leads on homes that would never produce a profitable project, and he wanted a system that would block them at intake.
Opta is the only lead filtering platform built exclusively for home improvement contractors, so he got the features he needed without paying for a bloated generic solution.
A minimum home value
Block leads on homes that would never produce a profitable project, automatically, at intake.
Phone validation
Catch disconnected numbers before a caller wastes a dial on them.
Duplicate filtering
Stop paying for the same homeowner more than once across providers.
Built for home improvement
A system designed for this industry, not a generic platform with the features bolted on.
Implementation
Live in 4 business days
Install America went live with free done-for-you onboarding. Opta’s team handled the lead vendor integrations directly, so Tom didn’t sit on coordination calls.
Opta connected the vendors
Opta’s team built the lead vendor integrations directly rather than handing Tom a spec and a list of calls to make.
Filters set at intake
Phone validation, duplicate blocking, and a minimum home value floor applied to every lead before it reached a rep.
Live in 4 business days
From kickoff to filtered leads flowing into the CRM, with no setup fee.
The results
What changed after 4 months
The results came fast. Appointment set rate per lead nearly doubled, and after tuning the home value floor, gross-to-net jumped about 10 points.
The savings compounded from there: $685K+ cut from lead spend in the first four months.
“In our first month, we saw incredible gains.”
Callers stopped dialing dead numbers
Less time spent on disconnected numbers meant more time on homeowners who could actually be reached.
Confirmers stopped booking dead ends
Less time on appointments that would never qualify, because those leads no longer reached the team.
Same appointments, smaller team
With cleaner volume coming through, Install America operated with fewer callers and confirmers while holding appointment volume flat.
Reps are getting more bought
“Our sales reps have noticed we’re getting more bought. Especially this past month, they’ve really noticed that.”
Would he recommend it?
“Absolutely. Before Opta we were kind of running blind. Now we’re honing in on working the good leads we can work. It lets us keep our best marketers setting appointments, and we’ve become more cost effective in our marketing department.”
More customer stories
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