Finding commercial contracting leads takes time and effort, and often a lot of it.
Cold calls and emails. Knocking on doors. Difficulty reaching the decision maker.
According to one estimate, It takes “two hours per day, five days per week,” or fully a quarter of the work week, just looking for leads.
Enter Convex, which leverages artificial intelligence to do a great deal of that work, streamlining the time and effort that must go into finding leads and jobs, meaning more time spent actually selling.
Warmer leads in the form of the decision makers you need, in the industries you want, searching for the commercial services you provide.
Convex was built to modernize the commercial services industry. Charlie Warren, Convex co-founder and CEO, called the data-driven software solution “a sales and marketing platform designed for and by mechanical contractors.”
The AI application takes much of the drudgery out of finding leads, and jobs.
Every interaction drives you forward
Convex, acquired by ServiceTitan in 2024, identifies optimal commercial contracting leads based on available data about the potential customer, and about your business. AI sales prospecting takes manual labor out of the equation, and provides the information contractors need to make contact—and turn a lead into revenue.
By helping a business find and qualify leads, Convex’s AI optimizes interactions from the first contact to the completed sale.
Convex uses its sales intelligence data to provide the revenue seeker with information on a potential customer’s size, industry and revenue. With social listening, Convex can even provide details in a specific geographic area of who in the region is searching for “HVAC upgrade,” or something similar.
“Convex helps you find new commercial customers in the market,” said Blake Meulmester, co-founder of Convex and Vice President of Product at ServiceTitan. “A lot of customers use this to find more profitable customers.”
ServiceTitan completes the circle by simplifying the building of a proposal that addresses the customer’s needs. The whole process turns warm leads into business proposals in front of the right decision maker, much faster.
“Most importantly, that (shines) a spotlight on profitability,” said Evan Smith, a ServiceTitan Principal Product Manager. “(Contractors) can do a better job estimating, and improve our profitability, improve that bottom line.”
A commercial force multiplier
When integrated with ServiceTitan, the process from warm lead to hired job is fast and seamless.
“We can take a lead that we might've sourced from Convex, work it through ServiceTitan to the point where we generated a tailored proposal, the document that accompanies that proposal, how we can deliver that to our customers, get that accepted and activated, and then inform our team's operations,” Smith said.
That’s why many see Convex turning cold calls into those warm leads everyone wants.
“We have tried to pre-populate a CRM with all the third-party data you would need as a mechanical contractor to go to market,” Warren said. “And why does this matter? It allows us to do more with less, drive more of the actual recurring revenue growth amongst our customers, and … actually make individual salespeople — be they account managers, project salespeople, preventative maintenance salespeople — much more productive.”
