Free playbook · HVAC

The HVAC marketing playbook

How residential HVAC companies stay booked through the heat waves and the shoulder months. The economics, the calendar, and step-by-step guides to local SEO, ads and a website that books the job.

Free PDF

Get the full HVAC playbook as a PDF

All three guides, every checklist and the marketing calendar in one file you can print or hand to your office manager.

  • Local SEO, ads and website, step by step
  • Printable checklists
  • A month-by-month marketing calendar

The economics

HVAC revenue rises and falls with the weather

Demand spikes with the first heat wave and the first freeze, then drops in spring and fall. ENERGY STAR tells homeowners to book cooling check-ups in spring and heating in fall, because contractors get busy once peak season arrives. Those shoulder months are where the year is won.

The ticket range is wide. A repair is decided fast, on trust and who can come today. A system replacement is a much bigger purchase, and that buyer gets quotes and asks about financing. Track repairs, replacements and agreements separately, or you can’t tell which marketing paid.

The calendar

The HVAC marketing calendar

  1. Mar to May

    Sell spring tune-ups

    Cooling tune-up and maintenance agreement offers run before the heat, when homeowners are told to book them. Past customers hear from your CRM first, so ad budget goes to new ones.

  2. Jun to Aug

    Win the heat wave

    AC repair searches climb with the temperature. Map results and repair ads carry the load, with budgets set to how many calls your techs can run.

  3. Sep to Nov

    Fill the fall shoulder

    Furnace and heat pump tune-ups, agreement renewals and replacement offers for the systems your techs flagged all summer.

  4. Dec to Feb

    Cover the cold snaps

    No-heat calls on the coldest nights, and replacement campaigns for homeowners who decided the old system has had its last winter.

Rather not do it yourself?

Every HVAC company we work with gets its own plan

This playbook covers what works for most companies in your trade. We start from your market, crews and numbers, then test and adjust month to month, reported in booked jobs and revenue.