Every HVAC company knows the pattern: the phone rings nonstop in July and January and goes quiet in between. Buying more ads in the slow months is expensive because everyone else is fighting for the same few searches.
The cheaper move is to market to the people who already know you. Your past customers are a list you own.
1. Tune-up season opener
Two weeks before each season changes, text past customers a booking link for a tune-up. Keep it short: what the visit covers, the price, and three dates. Customers on maintenance agreements get it first.
2. Aging-equipment check
If you record install dates or equipment age, send a note to customers whose systems are 12 or more years old. Offer a free efficiency check, not a sales pitch. Some of those visits turn into replacement quotes.
3. Indoor air quality offer
Shoulder season is when allergies and dust get noticed. An email about filters, duct cleaning or air purifiers to customers in older homes gives techs work that isn't heating or cooling.
4. Review and referral push
Slow weeks are a good time to ask happy customers for reviews and referrals. Send review requests to anyone serviced in the last 90 days who hasn't left one (how to automate it).
5. Unconverted quotes
Pull every replacement quote from the past year that didn't close and send one honest check-in. Some of those homeowners waited for a better season to spend money. Now it's that season.
Keep it opt-in and spaced out
Only message customers who agreed to hear from you, honor STOP replies, and send no more than one campaign a week per customer. A list you burn out in March won't answer in September.
Running the campaigns
All Set holds your customer list, tags by equipment age or plan, and sends each campaign by text and email from one place, with replies landing in one inbox. See the HVAC setup.
Frequently asked questions
How often can I text my customer list?
Once a week at most per customer, and only to people who opted in. Fewer, better messages keep the list healthy.
I don't track equipment age. Where do I start?
Ask for it on your next visit and add it to the customer record. Even a year of data makes the aging-equipment campaign useful.
Should I discount tune-ups?
Only if you have to. Clear dates and fast booking usually matter more than price for a routine visit.