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Email marketing
for HVAC.

Your best HVAC customers are the ones already on an agreement, and the ones who could be. Email before each season books the tune-up, and the tune-up is where the next replacement starts.

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Without Marketing

of HVAC contractors surveyed offer maintenance agreements
72%
Clear Seas Research survey, via ACHR News, 2023
of homeowners surveyed would pay $100 or $200 a year for a service agreement
87%
Clear Seas Research survey, via ACHR News, 2023
of contractors surveyed charge $200 a year for one
44%
Clear Seas Research survey, via ACHR News, 2023

Agreement visits unbooked

Members paid for spring and fall visits. Without a reminder, many never book, and the agreement looks like money for nothing.

Single-visit tune-up customers

Plenty of homeowners take a tune-up offer once and never hear what an agreement would add.

Unsold changeout quotes

Replacement quotes go quiet after the homeowner says they will think about it. A note when the old system fails again usually comes too late.

Renewal letter

A sample HVAC company before the first cold week: one email to lapsed members and past customers, and a month of what came back.

Example of a sample HVAC company, Ferncastle Heating & Air. Before: the last mail Dee R. had from them is 15 months old. After 484 of 1420 names are cut, the campaign “Ferncastle Comfort Club, fall renewals” goes to 936, and the email “Your Comfort Club visits stopped in June” lands in that inbox. It opens on one line written for them, and they reply. 30 days later 37 have replied and the ledger stands at +$2,208. Renewals and booked work, before job costs.

Before The payment clears, the agreement lapses, and nobody writes.

  1. Before: The payment clears, the agreement lapses, and nobody writes.
  2. Landed: One email before the first cold week, to lapsed members.
  3. Opened: It opens on her new system, and ends on the opt-out and the address.
  4. Replied: She answers the email itself, and both visits are booked.
  5. Back: Renewals first. The heat pump is signed, not paid. Most never answer.
  1. The email
    FH

    Ferncastle Heating & Airleah@ferncastleair.example

    to Dee R.Sep 29

    Your Comfort Club visits stopped in June

    Ferncastle Heating & AirFerncastle Comfort Club, $219 a year

    Your Comfort Club visits stopped in June

    An old round basement furnace with insulated ducts rising from its top, in black and white

    Hi Dee, the new system we put in is due its first fall tune-up.

    Your agreement ran out in June, so this fall’s heating tune-up is not booked. Renew at $219 a year and we book both visits now, fall and spring. Reply with a day that works.

    Open this week

    • Mon8am
    • Tue9:30am
    • Wed11am
    • Thu1pm
    • Fri2:30pm
    Reply with a day

    Leah, Ferncastle Heating & Air

    UnsubscribeFerncastle Heating & Air, 58 Kiln Rd, Marrick
  2. Sample campaign, Ferncastle Comfort Club, fall renewals
    LedgerSent Sep 29

    +$2,208

    Renewals and booked work, before job costs

    Above zero, Day 2
    Sent
    936
    Replied
    37
    Booked
    13
    Left out
    484

    Nine asked to stop. They are off the list.

    1. Sep 29Email tool and tune-up ads, a month−$340
    2. Sep 30Dee R., Ferncastle Comfort Club+$219
    3. Oct 1Rae K., tune-up+$139
    4. Oct 5Eleven more renewals+$2,409
    5. Oct 12Sid P. renewal refunded−$219
    6. Oct 25Mae S., heat pump, signedPending
    What came back
    Replies37
    • DR

      Dee R.Day 1

      Yes, renew us. Is Tuesday morning open?

      Renewed, tune-up Tue$219

    • RK

      Rae K.Day 2

      Just the tune-up for now, please.

      Booked Thu 1pm$139

    • AL

      Ana L.Day 5

      We sold the house in spring.

      Marked as moved

    • MS

      Mae S.Day 11

      We’re ready to go ahead before it gets cold.

      Signed, install bookedPending

    33 more replies

  3. The list
    Ferncastle Comfort Club, fall renewals, 8 of 1,420 names
    WhoLast heard from themWhat came backWorth
    Dee R.Member until June, AC replaced in July15 months agoYes, renew us. Is Tuesday morning open?Renewed, tune-up Tue$219
    Ivo K.On Ferncastle Comfort ClubLast weekLeft out: current member
    Rae K.Furnace repair, 202420 months agoJust the tune-up for now, please.Booked Thu 1pm$139
    Mae S.Heat pump estimate, unsold10 months agoWe’re ready to go ahead before it gets cold.Signed, install booked$11,800Pending
    Tom B.AC repair, 20214 years agoLeft out: opted out
    Gus R.Member until May16 months agoNo reply
    Ana L.Thermostat swap, 20232 years agoWe sold the house in spring.Marked as moved
    Eli N.Replacement quote, this weekYesterdayLeft out: quote out

    8 of 1,420 names shown

What you get

  • Tune-up reminders before cooling and heating season, to every past customer
  • Agreement renewals and visit booking by email, with priority slots for members
  • An agreement offer after every single tune-up visit
  • Follow-up on unsold replacement quotes, spaced over the months after
  • Notes that help: filter changes, what your utility rebates cover this year
  • The opt-out and postal address CAN-SPAM requires, on every send

The cycle

Email works Growth for HVAC: tune-ups turn into agreements, agreements renew, and members call you first when the system finally goes.

  1. Lead

    Everything that gets you a lead.

    More people find you and reach out.

  2. Prospect

    Turn interest into a sale.

    More of them say yes, and you never chase.

  3. Client

    Keep the job moving.

    Jobs run on time, with less of you managing them.

  4. Kept or closed

    What happens after the job.

    Finished work brings in the next job.

  5. Growth

    Feed it back into the machine.

    Every finished job helps bring the next lead.

    • Marketing

Then it starts again.

CRM: Customers, conversations, bookings, jobs and employee tasks in one place, across all five.

Marketing for contractors

What we build

The website

A site with AC repair, furnace and maintenance plan pages people can book from.

SEO

AC, furnace and heat pump pages for each town, found the day the system quits.

AEO

Answers on why the AC blows warm that AI tools quote, with your name on them.

Lead generation

A maintenance plan page and a tune-up offer that ask for a name and number.

Social posts

Installs and repairs you finished, posted with the season’s tips.

AI agents

An AI agent asks what the system is doing and how old it is before a tech goes out.

Missed calls

A missed call in a heat wave gets a text back and a repair slot.

Booking

Tune-ups and repair calls book into open slots, with the arrival window.

The dashboard

Every no-cool call, tune-up and plan renewal on one dashboard.

Reviews and referrals

After each visit a text asks for a review and offers a referral link.

Email campaigns

Tune-up reminders go out before summer and winter, to every plan member.

PostHog analytics

PostHog shows which seasonal pages fill the board in a heat wave.

Session replay

Session replay shows where a homeowner left the maintenance plan page.

Monthly numbers

Each month you see no-cool calls, tune-ups booked and plans renewed.

Every call reaches one dashboard, and ServiceTitan or Housecall Pro stays.

What we build

The plan

Less Work

Season reminders and renewals go out without you writing them.

Less Time

You approve a season of emails in one sitting.

More Sales

More tune-up customers can become members, and more members renew.

Free website

Plans from $1,500 a month.

Get a free website

On your site

  • Free website for your HVAC company, kept up by us, with the domain in your name
  • Tap to call on every screen, with your after-hours rate said plainly
  • Pages for repairs, replacements, heat pumps, mini-splits and indoor air quality
  • Financing and current utility rebates explained, with the date they were checked
  • Your maintenance agreement on its own page, with online sign-up
  • Seasonal offers swapped in spring and fall without you asking twice

You always keep your name, logo, photos, copy and domain. We keep the code and the system behind the site.

Automated

$1,500 a month

No lead lost.

Not in this plan

Every lead answered and booked, and we keep it running.

Your website

  • Hosted and kept up by us. Your domain stays in your name
  • Unlimited pages and changes. Send it and it goes live

Answer and book

  • An AI reply in minutes, day or night, aiming for under 5
  • It asks what you would ask, then books the estimate, showing or measure
  • Anything it can’t handle goes straight to you
  • Follow-ups that stop when they book or go cold

Get found

  • Text posts on the platforms you pick, no limits. Image and video are separate

Measure

  • A monthly report: every request, what it became, the money attached

Managed

$4,000 a month

Every stage handled.

Starts hereEmail and customer campaigns, no cap from our side

Everything in Automated, and we run every stage for you.

Get started, Managed

Every stage

  • Every stage built and run by us, from lead to growth

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Measure

  • A dashboard for every lead, job and customer
  • A private site with a stat assistant that keeps watch on your customers

No AI brain or agents of your own.

The partnership

$7,500 a month

We run the whole cycle.

IncludedEmail and customer campaigns, no cap from our side

Everything in Automated, plus us working it and building on it.

Get started, The partnership

Get found

  • Content for Google and AI answers, as much as it moves your numbers
  • Unlimited landing pages and lead magnets, with an alert on every form
  • Email campaigns to your lead list, no cap from our side
  • Campaigns on the social platforms your customers use, on your accounts

Your AI brain

  • One AI brain on your phone: leads, jobs and customers in one place. Ask it anything
  • Connected to your forms, email, calendar and records, so it does the work
  • Hosting and tech run by us: domain, updates, monitoring. Accounts stay yours
  • Skills for your trade: lead questions, follow-up, booking, review requests

Run the work

  • Custom AI helpers for replies and booking, with a person where needed
  • Internal tools built for how you really run
  • Two builds in progress at any time, in the order you pick

Measure

  • One shared live board: every lead and job, where it came from, what it’s worth

Ad budgets and paid software stay on your accounts. Designed image and video posts start once you’re comfortable with AI drafts.

Read first

Your questions

How do I sell more HVAC maintenance agreements?

Offer one after every tune-up and repair, by email, while the visit is fresh. Then make membership visible: priority booking that works, reminders that arrive, and a renewal that is easy to say yes to.

Are HVAC memberships worth it for homeowners?

For many, if the plan includes the tune-ups they would buy anyway plus priority service in a rush. Say exactly what members get on your site, so the homeowner can judge.

Free website

Sample calendar

Wednesday

  • No cooling, Larch St
Get a free website