HVAC marketing
Three revenue lines, one marketing system
Service calls fill this week, agreements carry the shoulder months, and replacements pay for the year. Most HVAC marketing only ever chases the first one.
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- Years experience
- 20+
- Ad spend managed
- $98M+
- HVAC company per county
- 1
client-reported
client-reported, career total
standing exclusivity policy
How an HVAC business is actually valued
The agreement base is the asset
Ask anyone who buys HVAC companies what they look at first and the answer is the number of active service agreements. Not revenue, not truck count. The agreement base is the predictable part of the business, and predictable is the part that gets paid for.
It is also where replacements come from. A tech inside the house twice a year watches the equipment age, notes the part that is drifting out of spec, and is already in the conversation months before the homeowner decides whether to repair one more time. A contractor without that base bids on replacement searches as a stranger, at peak prices, against everyone else in the county.
So we treat agreements as a marketing product with a funnel of their own rather than something a tech is meant to upsell in a hallway. Service calls feed the base, the base feeds the replacement pipeline, and that pipeline is what makes a peak week profitable instead of merely busy.
Terms and outcomes
Terms that do not change in July
Written for a trade where the ticket runs from a two hundred dollar capacitor to a system quote in five figures.
One HVAC company per county
Guaranteed geo & market exclusivity. The contractor two exits down cannot buy this same system from us for as long as you hold the county.
Flat fee through peak season
No % of ad spend. Ever. Triple the budget for a heat wave and the management figure on your invoice reads exactly what it read in March.
Calls measured, not clicks
Weekly reporting separates service tickets, new agreements, and replacement quotes, because one blended lead count tells you nothing about which revenue line is growing.
Built around the season
Spend follows the shoulder months, the cooling peak, and the first cold snap on a calendar set in advance rather than reacted to mid-season.
Capacity-aware pacing
More calls than techs is a refund waiting to happen. We pace against the crews on the board this week, not against the budget available this month.
No contracts
Leave whenever it suits you and take the site, the accounts, the call history, and the positions with you. Nothing here is tied to a renewal date.
What is included
The HVAC growth system
Six programs under one senior in-house team, pointed at service, agreements, and replacement in that order.
Local search and map pack
Rank where the equipment is. Housing stock and system age cluster by subdivision, and your visibility should cluster the same way.
- Google Business Profile
- Service area pages
- Review velocity
Paid search and social
Campaigns that scale into a heat wave within a day and pull back just as fast, with click-fraud protection running on every account.
- Google and Bing
- Meta remarketing
- Seasonal pacing
Conversion website
Loads fast on a phone in a hot house, shows financing before the total scares anyone off, and books without a call. From $5,000, and you own it.
- Financing pages
- Service booking
- Speed budget
Maintenance plan marketing
A genuine funnel for service agreements: offers, signup pages, renewal sequences, and win-back for the plans that lapsed quietly last year.
- Plan signup funnels
- Renewal reminders
Replacement quote pipeline
Rebate deadlines, efficiency math, and monthly payment framing aimed at a homeowner deciding whether this repair is the last one.
- Rebate campaigns
- Quote landing pages
Tracking and reporting
Recorded calls and attributed forms, summarized every week as tickets, agreements, and quotes rather than as traffic.
- Call tracking
- Weekly reporting
The process
From the shoulder season into the peak
One accountable cadence, built on a calendar rather than on whatever the thermostat did last week.
01 /
Market and call audit
Rankings by neighborhood, what a cooling click costs in your county at peak, and how much of your current call volume you are effectively paying for twice.
02 /
Season plan
The value of a service ticket, an agreement, and a replacement inside your business, turned into a month by month budget calendar.
03 /
Launch the system
Site, tracking, profile, and campaigns go live together and ahead of the season instead of partway through it, run by our own team.
04 /
Pace to the crews
Weekly numbers by revenue line. We spend into the weeks you can cover and hold back before the schedule slides past three days out.
What clients say
Trades that outgrew their own trucks
Home services operators from our roster, quoted verbatim. Every metric client-reported.
≈100Calls / day / client-reported
“After working with Alfonso and ROIvault we had to buy more trucks and have expanded to new cities. We are struggling to keep up with the sales. Sometimes 20-25 in a day by 2/3pm almost 100 calls.”
Javier LasoOwner, The Florida Termite Guys9Truck fleet / client-reported
“Alfonso and ROI Vault are the reason I am a millionaire. Our first year we did maybe 25 inspections. Second year with ROI we almost hit 300. My fleet is now 9 trucks.”
Danny NievesOwner, South Florida Inspectors2xBusiness growth / client-reported
“ROI Vault did our logo, website, everything. We doubled our business. I had to tell him to pause the ads.”
Chef Billy G.Owner, Billy G CateringCase study
Records broken three years running
SWARM Inc.
Experiential production, national
- Consecutive years on Inc. lists
- 3
- Major projects per year
- 30+
client-reported
client-reported
The problem
A production company delivering more than 30 large events a year whose growth kept stalling on an unreliable pipeline. Not heating and cooling, but the same shape of problem: expensive, capacity-limited work that only pays when the schedule stays full through the quiet stretches.
What we did
ROI Vault rebuilt the marketing around that pipeline instead of around individual campaigns, holding demand steady while the operations team stayed on delivery.
The outcome
The company reports breaking its own records repeatedly and landing on the Inc. lists three years in a row. For an HVAC contractor the transferable part is the discipline: a base of predictable work is what lets you take the big jobs without gambling a season on them.
FAQ
What HVAC contractors ask us first
Set the target from attrition before anything else. Plans lapse every year, so a base that is not growing is shrinking. We work backward from your renewal rate to a monthly signup number, then build campaigns and follow-up to hit it rather than hoping techs remember.
It sells the first one. A plan is an easy yes at the end of a service call and a hard yes cold, so the campaigns point at existing customers, recent one-time repairs, and lapsed plans. That is a list you already own, which makes it inexpensive to work.
Every contractor in the county enters the same auction in the same week, and price tracks competition rather than value. The ones who survive those weeks take a share of their calls from rankings, agreements, and referrals that carry no click charge at all.
Repairs, then use them properly. A repair call is cheaper to win and puts a tech in front of equipment that will eventually need replacing. The mistake is treating that repair as the end of a transaction rather than the opening of a file you work for two years.
They change who stays in the conversation. Sticker shock ends most replacement talks inside a minute. A monthly figure and a live rebate deadline give the homeowner a reason to keep going, which is why both belong on the quote page and not in a footnote.
Well before the first hot week. Rankings, content, and agreement funnels take months to mature, and shoulder-season clicks cost a fraction of peak ones. Beginning in May means paying the highest prices of the year to introduce yourself to homeowners already on the phone with somebody else.
The management fee is $3,495 a month and it does not move with your budget, your season, or your county. Websites begin at $5,000 and belong to you. Ad spend goes straight to the platforms; plan on at least $5,000 a month in a competitive market. Everything is published.
Keep exploring
Go deeper on HVAC growth
Each program below targets a different part of the season.
- View
Demand Generation For HVAC
Build recognition in the mild months so peak weeks come cheap.
- View
Digital Marketing For HVAC
The full channel system: search, paid, website, and tracking.
- View
Lead Generation For HVAC
Capture emergency calls and replacement quotes as they happen.
- View
SEO For HVAC
Map pack and organic rankings that keep producing between seasons.
- View
Home Services And Skilled Trades
Every trade program under one category.
- View
Pricing
Public numbers: $3,495 per month flat, no percentage of ad spend.
Exclusivity is first come, first served
Own your county before the next heat wave
One HVAC company per county, and the contractor across town is reading pages like this one too. No % of ad spend. Ever. No contracts. Cancel anytime.
High intent? Skip the form.(407) 279-1929