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Example · HVAC Companies · USA

HVAC Marketing Example: USA

An illustrative plan showing how CRM Follow-up, LinkedIn Outreach and Local SEO could work for a 17-technician HVAC company in Atlanta.

Illustrative example: this is not a client result. It shows how this work could be structured.

HVAC Companies · USA

HVAC

Example business: a 17-technician HVAC company based in Atlanta, serving the wider Atlanta area and focused on full HVAC system replacement and heat pump installation. Businesses like this often get many inquiries through Angi and similar paid platforms, where the same lead often goes to three or four competitors. The goal was more exclusive inquiries, a lower cost per booked job and a pipeline the owner controls.

CRM Follow-upSMS & WhatsAppLinkedIn OutreachSales NavigatorLocal SEOGoogle MapsHVACGoalqualified leads

The challenge

Where a business like this gets stuck

  • Demand spikes in the first heatwave or cold snap, then drops, and most marketing is switched on too late to catch the peak.
  • Replacement and new-install jobs are worth many times a repair call, but most ad budgets are spent on low-value service searches.
  • Maintenance agreements are the most profitable revenue in the trade, yet few HVAC websites actively sell them.
  • Campaigns were not planned around peak season, so budget ran out when demand was highest.

The approach

Three services, one goal

This example focuses on CRM Follow-up & Remarketing, Prospect Outreach (LinkedIn Sales Navigator) and Local SEO & Google Maps, three channels that can suit HVAC businesses in Atlanta. Every call, form and chat is tracked to a booked outcome from week one, so decisions are based on revenue, not clicks.

See our HVAC marketing service in the USA

What the work could include

The technical work, service by service.

Service 1

CRM Follow-up & Remarketing

  • Connect every form, call and chat to a CRM pipeline with automatic SMS replies within seconds.
  • Build a multi-step quote follow-up sequence by SMS and email for quotes that have not been accepted.
  • Launch remarketing audiences on Google and Meta for site visitors and quote recipients, with job-specific ads and reviews.
  • Add missed-call text back and reactivate past customers with a service reminder campaign.
Related service

Service 2

Prospect Outreach (LinkedIn Sales Navigator)

  • Define the ideal customer profile and build target accounts in LinkedIn Sales Navigator: facility managers, office and retail property managers, and builders.
  • Save lead searches with alerts for job changes, new projects and company growth, so outreach starts with a real reason to talk.
  • Run a multi-step manual sequence from the owner's profile: personalised connection note, value message, example and a meeting request, within LinkedIn's weekly limits.
  • Log every conversation in the CRM and hand warm replies to the owner with account notes before each call.
Related service

Service 3

Local SEO & Google Maps

  • Rebuild the Google Business Profile: correct the primary category, add secondary categories and services with descriptions and a service area matched to the real travel radius.
  • Publish suburb and area pages across the wider Atlanta area, each with local job photos, travel times and area-specific FAQs.
  • Launch a review request flow by SMS after every completed job to encourage a steady flow of new reviews.
  • Track rankings on a 7x7 geo-grid around the office to see Maps visibility street by street, not just from one location.
Related service

An example 6-month timeline

From tracking to scale.

  1. Weeks 1 to 2

    Audit, tracking and baseline

    Call tracking, conversion tracking, CRM connection and a full audit covering CRM Follow-up, LinkedIn Outreach and Local SEO.

  2. Weeks 3 to 6

    Build and launch

    CRM Follow-up, LinkedIn Outreach and Local SEO live for full HVAC system replacement and heat pump installation.

  3. Months 2 to 4

    Optimise

    Weekly search term, call and landing page reviews. Budget and effort moved to the jobs that close.

  4. Months 5 to 6

    Scale

    Expansion into Houston and nearby areas, plus new services with clear demand.

Illustrative example: this is not a client result. It shows how this work could be structured. Your results depend on your market, budget, capacity and follow-up. We share realistic forecasts in your free audit.

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