TABLE OF CONTENTS
- Why This Playbook Matters?
- What You'll Learn?
- Step 1: Automate Follow-Ups & Rebooking
- Step 2: Get More 5-Star Reviews Automatically
- Step 3: Create a Referral Machine
- Step 4: Lock in Recurring Revenue with Maintenance Plans
- Step 5: Use AI & Smart Lists to Boost Customer Engagement
- Final Thoughts: Retention = Profit
Why This Playbook Matters?
Winning a new HVAC customer is 5X more expensive than keeping an existing one. Yet, many HVAC businesses focus only on getting new leads, while ignoring repeat business, maintenance contracts, and referrals—which are the real revenue drivers.
Every satisfied customer should bring in two more.
Every completed service should lead to a long-term maintenance plan.
Every happy homeowner should be your best marketing tool.
Yet, many HVAC pros:
Lose customers to competitors because they fail to follow up.
Miss out on maintenance contracts because they don’t have an automated system.
Struggle with reputation management, which affects their ability to rank higher online and attract premium clients.
This playbook will eliminate these problems and help HVAC businesses build a system where repeat business, referrals, and 5-star reviews flow in automatically—without extra work.
What You'll Learn?
How to automate customer follow-ups to increase rebooking.
How to turn every completed HVAC job into a review & referral opportunity.
How to set up maintenance agreements for predictable revenue.
How to use AI to manage customer satisfaction & prevent negative feedback.
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Step 1: Automate Follow-Ups & Rebooking
Why It Matters?
Most HVAC companies lose money because they don’t follow up.
Fact: 65% of homeowners forget which HVAC company they hired within a year.
✅ Problem: You installed a new AC system, but never followed up for maintenance.
✅ Result: A year later, when they need service, they hire someone else just because that company followed up first.
✅ Solution: Automated follow-ups ensure loyal customers and repeat service calls—without extra effort.
1.1 Post-Service Follow-Up Messages
Send an automated thank-you SMS or email after every install or service call.
Ask if their system is running well & remind them about maintenance checkups.
Offer a discount for their next seasonal tune-up to encourage rebooking.
Example Message:
"Hey Mike, thanks for trusting [Your HVAC Company] for your AC install! Everything running smoothly? Book a seasonal checkup in 6 months & get $50 off!"
How to Automate Customer Follow-Ups
1.2 Automated Check-In Reminders
Set up 6-month & 12-month reminders for key HVAC services:
Spring AC Tune-Ups
Fall Furnace Checkups
Annual Duct Cleaning & Filter Replacement
Send a quick online booking link to make scheduling effortless.
Example Message:
"Mike, it’s been 6 months since your last AC tune-up. Need us to stop by? Reply YES, and we’ll take care of it!"
How to Set Up Maintenance Reminders
Step 2: Get More 5-Star Reviews Automatically
Why It Matters?
More reviews = higher Google rankings = more jobs.
Fact: HVAC companies with 50+ positive reviews get 270% more leads than those with fewer reviews.
Yet, most HVAC businesses struggle to get reviews consistently.
2.1 Automate Review Requests
Trigger review requests via SMS & email right after job completion.
Personalize messages with the customer’s name and job details.
Direct customers to Google, Facebook, and Yelp to maximize visibility.
Example Message:
"Mike, thanks for trusting us! If we did a great job, could you leave us a quick review? It helps us a ton! Click here: [Google Review Link]"
How to Send Automated Review Requests
2.2 Handle Negative Reviews Proactively
AI flags negative reviews before they go public.
Customers with complaints get an instant response & follow-up call to resolve issues.
Turn unhappy customers into loyal clients by addressing concerns before they escalate.
Step 3: Create a Referral Machine
Why It Matters?
✅ Referral customers convert 5X faster.
✅ They spend 16% more than cold leads.
✅ They trust your brand before even calling you.
3.1 Set Up a Referral Program
Offer a discount or service credit for every referral.
Give incentives to both the referrer & the new customer (Example: $50 off their next service).
Example Message:
"Love working with us? Refer a friend & you BOTH get $50 off your next HVAC service! Just send them this link: [Referral Link]"
How to Set Up an Automated Referral Program
3.2 Automate Referral Follow-Ups
Send a personalized follow-up message after every job.
HighLevel tracks referral leads & applies rewards automatically.
Example Message:
"Mike, do you know someone who needs HVAC service? Send them our way & we’ll give you BOTH $50 off!"
Step 4: Lock in Recurring Revenue with Maintenance Plans
Why It Matters?
✅ HVAC companies with maintenance agreements generate 30% more revenue.
✅ Customers with service plans are 5X more likely to use the same provider.
4.1 Offer Service Plans for Recurring Work
Create seasonal or annual maintenance plans for HVAC tune-ups.
Automate invoicing & renewal reminders so customers stay enrolled.
Example Message:
"Join our VIP HVAC Maintenance Plan: 2 annual tune-ups + priority service = $199/year. Save $$ & keep your system running efficiently!"
How to Set Up Subscription-Based Services
Step 5: Use AI & Smart Lists to Boost Customer Engagement
Why It Matters?
Your past customers are 10X more likely to book another job than a cold lead.
5.1 Smart Lists for Re-Engagement
Create lists of past customers by:
Service type
Location
Seasonal needs
Send reminders, upgrade offers, and special promotions.
5.2 AI-Powered Follow-Ups & Surveys
Use AI to check in with past customers via SMS.
Send satisfaction surveys to gather feedback & prevent churn.
Example Message:
"Hey Mike, it’s been a year since your last furnace check-up. Need an inspection? Reply YES to book!"
How to Sell & Automate Maintenance Plans
How to Use Smart Lists for Customer Retention
Final Thoughts: Retention = Profit
By automating follow-ups, increasing reviews, encouraging referrals, and offering maintenance plans, you create a system where every satisfied customer leads to more jobs & revenue—without extra effort.
HighLevel makes this effortless—so you can focus on HVAC work while your business grows on autopilot.
Start Automating your HVAC business Today - Sign Up With HighLevel
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