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Turn LeadPerfection data into revenue

Hatch turns LeadPerfection data into action—reaching customers at the right time and booking the job on the first call.

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Outcomes

More conversion, less operational drag

LeadPerfection stays the source of truth, Hatch handles the communication—so every opportunity converts without extra effort.

Time saved with all customer data unified

No more switching costs from dashboard sprawl. Bidirectional sync keeps LeadPerfection as your source of truth while Hatch handles execution.

Contact details showing phone number and email in Favorites, a note from Tony about warranty expiration, and a recording transcript of a conversation between Brooke and Tony dated Nov 26, 2025, 11:44 AM.

Higher conversion with real-time booking

AI books directly on LeadPerfection calendars — reducing friction and shortening the path to booked jobs and revenue growth.

Operational confidence from data that stays clean

Jobs are correctly classified, tagged, and routed automatically—keeping data clean so you can optimize operations with confidence.

User interface for setting a Spam Call Filter that applies a disposition and moves calls that hang up or don't speak within 10 seconds to a Spam Calls column on the salesboard, with a Save and continue button.
User interface for setting a Spam Call Filter that applies a disposition and moves calls that hang up or don't speak within 10 seconds to a Spam Calls column on the salesboard, with a Save and continue button.

Timely, personalized engagement that builds trust

Every interaction reflects who the customer is and where they are in their journey—keeping them satisfied and protecting your reputation.

Flowchart showing a five-step process: Stage One - Book estimate appointment; Stage Two - Follow up on estimate; Stage Three - Schedule install; Stage Four - Follow up on install; Stage Five - Book recurring service.
Flowchart showing a five-step process: Stage One - Book estimate appointment; Stage Two - Follow up on estimate; Stage Three - Schedule install; Stage Four - Follow up on install; Stage Five - Book recurring service.

Features

Revenue efficiency built into the integration

Built to handle the pace and complexity of real service operations—so every feature drives efficiency, not overhead.

Connect Platforms

Data synced between Hatch & LeadPerfection

Hatch checks live LeadPerfection pass lead, prospect, and booking data back and forth, every 15 minutes.

  • Hatch can look up existing customers/prospects and create inbound leads when no matching record exists.
  • Hatch can write selected booking and communication data back to LP, including appointments, inbound leads, notes, and conversation summaries depending on configuration.

Book more jobs

Native appointment and calendar control

AI agents read availability and scheduling rules, booking appointments directly on LeadPerfection calendars without manual intervention.

  • Direct calendar booking
  • Job types mapped to service calendars 
  • Scheduling controls for same day requests 
App screen showing confirmed appointments on Wednesday the 4th: Estimate for heat pump system at 9am with Jamie Hunt, install tankless water heater at 11am with Tiana Sing, and service AC not cooling at 2pm with Mikel Walton.

Optimize performance

Operational intelligence and clean data

Hatch classifies work, filters spam, and keeps records accurate—so your data is clean and your reporting reflects reality.

  • Job type ID classification
  • Business unit mapping
  • Spam call filtering & clean data protection
  • Performance metrics & reporting data
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Scale revenue, not headcount

Computer monitor displaying a campaigns analytics dashboard with metrics for appointments, sales, revenue attributed, campaign launches graph, and a contact funnel summary.