These guides teach the three skills that decide whether an HVAC company's marketing pays: choosing the right services, measuring them properly and growing revenue from existing customers. Each one is long enough to act on and built around numbers you can replace with your own. Read them in any order, though the goal guide is the natural starting point because it connects the other two to the services menu.
-
Call tracking and booking rate: the HVAC owner's setup guide
Call tracking shows where calls come from; booking rate shows how many become jobs. Set up both and you can judge every marketing service on cost per booked job. This guide covers the number plan, the scoring sheet, the maths and the mistakes.
-
How to market an HVAC maintenance plan, from offer to renewal
A maintenance plan earns its keep through three numbers: sign-ups, renewals and the repair and replacement work members bring. This guide shows how to present the plan, build a consented list, time campaigns to the seasons and protect your renewal rate.
-
How to pick HVAC marketing services by goal
Pick one goal for the next six months, translate it into booked jobs, choose the two or three services that move that number fastest, and set a date to judge them. This guide walks through each step with numbers you can replace with your own.
Guide 1: How to pick HVAC marketing services by goal
Short answer: the method behind the whole menu. How to pick HVAC marketing services by goal walks through five steps: choosing one goal for the next six months, translating it into booked jobs and calls, shortlisting services with a goal matrix, budgeting each item properly, and setting a review date with a cut rule.
You'll learn:
- the five goal types almost every HVAC company falls into
- how to work backwards from a replacement target to the number of enquiries you need
- why three funded services beat six starved ones, with a worked budget comparison
- the order in which most companies add services, and when to break it
Guide 2: Call tracking and booking rate
Short answer: how to measure what every other service produces. Call tracking and booking rate explains how to draw up a number plan that protects your local listings, connect calls to booked jobs in your field-service software, score a monthly sample of calls and calculate cost per booked job by channel.
You'll learn:
- a sample number plan covering the Business Profile, website, ads, wraps and mailers
- a five-question scoring sheet that shows why calls didn't book
- how a ten-point rise in booking rate lowers cost per job without touching the ads
- the privacy and anti-spam basics that apply to recordings and follow-up texts
It pairs with our call tracking and lead handling service.
Guide 3: Marketing a maintenance plan
Short answer: how to turn past customers into recurring revenue. How to market an HVAC maintenance plan covers presenting the offer, building a list you're allowed to message, timing tune-up campaigns to the seasons, the renewal maths that decides whether a plan grows, reactivating lapsed customers and turning member visits into replacement leads.
You'll learn:
- what a plan page needs, including showing the real price
- a three-tier consent sort for your customer list
- a seasonal campaign calendar you can adjust for your region
- how a fifteen-point difference in renewal rate changes the number of sign-ups you need
It pairs with our maintenance-plan marketing service.
How these guides fit with the rest of the site
Short answer: guides teach the method; service pages describe what we do; region pages add local detail. If a guide raises a question about your province, such as which rebate programs are open or how the heating season runs, the areas page links to all eleven region pages. If you want the work done for you, the pricing page shows the plans.
We update the guides when rules or programs change, and every page carries a "last updated" date. If you spot something out of date, tell us by call, text or email and we'll check it against the official source. Programs and regulations referenced here were checked as of October 2026; always confirm current details with the administrator or regulator.
A note on what these guides won't cover
Short answer: anything that isn't marketing. We're a marketing and business consulting service, not an HVAC contractor, so the guides don't cover equipment selection, installation practice, code compliance or safety requirements. For those, go to your provincial regulator or a licensed professional. Where a guide touches on law, such as privacy or anti-spam rules, it gives general context with links to official sources and isn't legal advice.
Frequently asked questions
Which guide should I read first?
Start with the goal guide. It explains how to choose from the menu, and it refers to the other two at the points where measurement and maintenance plans come in.
Are these guides specific to Canada?
Yes. They reference Canadian rules such as the Anti-Spam Legislation and Competition Bureau guidance on pricing, and our region pages add provincial programs and seasonality.
Can I use the worksheets and tables with my team?
Yes. The tables are meant to be copied into your own spreadsheet and filled in with your numbers. They work best when your office manager and service manager review them together.