A mid-market private equity firm leveraged PDS to overhaul call handling and scheduling for a $48M commercial HVAC portfolio company, directly adding ~$15M to their targeted exit valuation.
Greenline Mechanical Services, a commercial HVAC and plumbing company with $48M in annual revenue, had grown rapidly through add-on acquisitions under their PE sponsor. However, growth had strained their operational infrastructure.
PDS bypassed generic consulting models and deployed a 3-week deep operational audit. Instead of theoretical IT assessments, we analyzed exact call recordings and Salesforce data to map the financial exposure:
We proved that an estimated 340 missed new-customer calls represented roughly $952K in monthly revenue exposure.
Over a 12-week intensive sprint, the PDS engineering team deployed the following multi-tiered custom automation architecture:
Replaced the failing answering service with an intelligent voice agent integrated directly into ServiceTitan. It schedules appointments proactively, handles complex routing, and fields common queries seamlessly without human intervention.
Built automated n8n workflows connecting directly to ServiceTitan. Automatic slotting, technician routing based on branch location, and intelligent re-scheduling dramatically reduced manual CSR hours.
Integrated GoHighLevel & AI layers into Salesforce to automatically categorize inbound leads by property size and potential value. Warm leads auto-routed to nurture sequences while 'hot' leads instantly pinged commercial sales representatives.
| Key Metric | Before PDS | After 6 Months | Impact |
|---|---|---|---|
| Inbound Answer Rate | 72% | 98.4% | +26.4% |
| After-Hours Booking Rate | 31% | 71% | +129% |
| Avg. Lead Response | 4.2 days | 11 minutes | -99.8% |
| Sales Qual. Lead Ratio | 45% | 78% | +73% |
The PE sponsor tracked a concrete increase of $148,000 per month in AI-attributable EBITDA contribution.
Start with a $15K AI Readiness Assessment. Three weeks. One portfolio company. A prioritized roadmap with projected EBITDA impact — formatted for your investment committee.
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