How ClientPoint Helped to Double the Sales of an HVAC Business

February 15, 2016

ClientPoint Case Study for Mauzy Heating, Air, and Solar

Click here to download this case study as a pdf file.


Located in San Diego, CA, ClientPoint, Inc., is the developer of “ClientPoint”, a robust cloud-based business proposal creation, tracking, and management system. 888-972-7375.


Located in San Diego, CA, Mauzy Heating, Air, and Solar provides both residential and commercial HVAC and Solar energy services. 619-448-9545.


To create business proposals to win new clients, the sales team at Mauzy were using a 2-part NCR form that they would complete by handwriting the required information. They would then give the prospective client a copy of the mostly handwritten proposal.

The problems and frustrations caused by using this paper-based system to create and deliver business proposals were as follows:

  • Creating proposals was time consuming as it took about about 20 minutes to complete a single business proposal. Because they created their proposals in real-time with the prospective client present, the prospect had to patiently wait while the salesperson created the proposal.

  • The proposals they created were inconsistent and error prone as the handwriting among Mauzy's sales team varied greatly and their handwriting could be difficult to read.

  • Their business proposals did not look professional because much of the proposal was handwritten.

  • Their proposals were difficult to track and manage as they were not in an easily accessible, trackable, and manageable digital format.

Matt Mauzy decided that to remain competitive and grow his business, he needed to modernize his system for creating and managing business proposals, and he wanted an all digital solution. After searching Google for business proposal software solutions, Matt found ClientPoint.

The reason Matt decided to sign-up with ClientPoint is because of the professionalism and customer service the ClientPoint team provided to him, and how ClientPoint helped him create a custom business proposal template to match his exact business needs.


ClientPoint worked with Matt Mauzy and his team to build a proposal template that matched his business needs. Matt and his team were then trained on how to use the ClientPoint system to create, track, and manage all of their business proposals.


  • The time it took for the Mauzy sales team to create and deliver a professional business proposal to a prospective client was cut by over 75%. This huge time savings is important because the faster you can provide a prospective client with a quality proposal, the higher the rate of winning new business. The time savings also increases employee productivity. Currently, the Mauzy sales team prepares about 450 proposal per month. By reducing the time it takes to create a proposal from 20 minutes to less than 5 minutes, Mauzy's sales team now spends only 37 hours per month creating proposals compared to the over 150 hours per month they spent when they created hand written proposals.

  • Because of the precise step-by-step business proposal creation system developed by ClientPoint, proposal data errors were reduced by over 95%.

  • Mauzy's business proposals now had a professional and uniform appearance. Paperless Proplsal also made Mauzy's business proposals look much more professional than the proposals of companies they were competing against. This made Mauzy look more professional as a company and a brand, and it helped them win a significantly higher percentage of new business.

  • Because of ClientPoint's real-time proposal tracking and management system, Mauzy's sales team was able to track the real-time views of every proposal and contact the prospect when that prospect was reading the electronic version of their proposal. This “wowed” prospects because when they would access the electronic proposal given to them by Mauzy, a Mauzy sales representative would call them.

  • Overall, from 2014 to 2015, Mauzy Heating, Air, and Solar increased sales from $5.7 million in 2014 to $11.4 mil in 2015. Matt Mauzy credits much of their rapid growth to their ability to quickly create, track, and manage professional business proposals using ClientPoint software. Matt says that ClientPoint software provides his company with a strong competitive advantage.


  • ClientPoint provides great customer service and they work with me and my team to build new features into their software to help my business become more successful. My relationship with ClientPoint feels like a partnership.

  • It is easy to customize business proposals so they look exactly how I want them to look for my company's image and brand. It is easy to upload photos, video, and other file types. And, whenever I want changes made to my business proposal template, ClientPoint always helps me to make the process fast and easy. This helps me to create proposals that have a custom look that makes my business stand out. It is a true differentiator.

  • Their software helps a business create professional and uniform business proposals that look impressive and provide your business with a competitive advantage. When you compare a business proposal created with ClientPoint to a traditional paper-based business proposal, there is no contest. The business proposal created using ClientPoint is going to stand out and help you win a higher percentage of clients.

  • The ClientPoint system is very easy to use and I can train a new rep to use it in less than 30 minutes. The way their software is setup and guides you step by step in creating a business proposal is very intuitive.

  • With ClientPoint you will be able to create proposals considerably faster than your current system. Our team went from it taking 20-25 minutes to create a proposal to now taking only about 5 minutes using ClientPoint. If you create a large volume of proposals like we do, this will be a tremendous time saver for you. It also allows your sales team to spend more time selling and less time creating proposals.

  • Their real-time proposal tracking system is great because it notifies us whenever a prospective client is looking at their proposal. This allows us to know that that prospect is available so we can call them to answer any questions they may have. This feature alone has helped us win a higher percentage of new business than we normally would have.

  • Overall, using ClientPoint has helped us win more business than we normally would have. From 2014 to 2015 our sales increased from $5.7 million in 2014 to $11.4 million in sales in 2015. A major part of that growth came from us switching from our paper-based 2-part NCR form system to ClientPoint at then end of 2014. ClientPoint is going to give you a strong competitive advantage that will help you win a higher percentage of sales. If you want to give your business a competitive advantage, use ClientPoint to create, track, and manage your business proposals.


To receive a free and live demo of ClientPoint software, please call us at 888-972-7375 or contact us online at


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