Pick the service that fixes your biggest leak first. If you cannot say what a booked replacement costs you today, start with margin mapping and tracking. If you can, but your schedule empties every April and October, start with maintenance agreements or margin-weighted campaigns. If calls come in but jobs do not, start with the phones.
The table below is the quick version. Each section after it explains who the service suits and what it changes.
| If this sounds like you | Start with |
|---|---|
| "I spend money on marketing but can't tell what it earns" | Job-value and margin mapping |
| "My agency reports leads, but I don't know which ones booked" | Cost-per-booked-job tracking |
| "Winter is great, shoulder seasons are thin" | Maintenance agreement marketing |
| "We get plenty of $150 calls and too few replacements" | Margin-weighted campaigns |
| "The phone rings, but the schedule doesn't fill" | Booking-rate and close-rate coaching |
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Job-value and margin mapping
Find out which job types actually pay for your marketing, and set a cost-per-booked-job ceiling for each one.
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Cost-per-booked-job tracking
Follow every marketing dollar from the first click or call to a booked, invoiced job.
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Maintenance agreement marketing
Sell, renew and grow maintenance plans so part of next year's profit is already on the books.
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Margin-weighted campaigns
Point search, maps and paid budgets at the jobs with the most gross profit, not the most volume.
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Booking-rate and close-rate coaching
Stop paying for calls your office never books and quotes nobody follows up.
Job-value and margin mapping
This is the foundation: a job-by-job view of what each type of work brings in and leaves behind, turned into a maximum you can pay to book it. It suits owners who have been setting budgets by gut feel or by what a vendor suggested.
We separate replacements from repairs, maintenance visits from installs, and residential from light-commercial work. The output is a one-page ceiling for each job type, which becomes the yardstick for every campaign after it. Read about margin mapping.
Cost-per-booked-job tracking
Tracking connects the marketing side to the schedule. Calls, texts and web enquiries are tagged by source, then matched to booked jobs and, where your software allows, to invoices. It suits any company spending more than a few thousand dollars a month on marketing without a clear source-to-job report.
The result is a monthly report in your language: booked jobs, cost per booked job and gross profit booked, by channel. See how tracking works.
Maintenance agreement marketing
Maintenance members are the closest thing an HVAC company has to recurring revenue. This service covers how plans are presented on your site, how technicians and the office offer them, how renewals are reminded and how lapsed members are won back.
It suits companies with a plan that nobody actively sells, or with members who quietly fail to renew. It is also the steadiest way to smooth the shoulder seasons. Read about maintenance agreement marketing.
Margin-weighted campaigns
Once you know what each job is worth, budgets can follow profit. We shape search, maps and paid campaigns so the most money goes to the searches most likely to become high-margin work, and less goes to low-ticket calls that crowd the schedule.
It suits owners whose lead volume is fine but whose job mix is wrong. See margin-weighted campaigns.
Booking-rate and close-rate coaching
Many marketing problems are really phone and follow-up problems. We review how calls are answered, how quickly web enquiries get a reply, and what happens to quotes after the visit. Then we coach the office on scripts, response times and follow-up rhythm.
It suits companies where the cost per lead looks reasonable but the cost per booked job does not. Read about booking-rate coaching.
What sits behind every service
Whichever service you choose, three things stay the same. You own your website, ad accounts, tracking numbers and data. Reports are monthly, written in plain language, and show cost per booked job alongside the gross profit booked. And the work is marketing and coaching only: we are not an HVAC contractor, and we are not your accountant.
For costs, see plans and pricing. For the reasoning behind all of this, our guide to calculating cost per booked job is the place to start, and the FAQ answers the usual questions about contracts and ownership.
Frequently asked questions
Do I need all five services?
Rarely at the start. Most owners begin with margin mapping and tracking, because without them nobody can tell which campaigns deserve more money. The other three follow once the numbers show where the gap is.
Can you work alongside my current agency?
Yes. Margin mapping, tracking and booking-rate coaching often sit beside an existing ad or SEO vendor. We will tell you plainly if the numbers show that the vendor's work is not paying for itself.
Do you install or service any HVAC equipment?
No. We are not an HVAC contractor; our hands stay on spreadsheets, ad accounts and call recordings, never on equipment. Our work is marketing and business coaching for the companies that do.
Do these services include accounting help?
No. We do not prepare financial statements or give tax advice. We use the margin figures you or your accountant supply, and we can point you to partner CPAs for bookkeeping and tax.