HVAC Marketing 101: Use Your Head, Not Your Knee – Contracting Business
By Elaina Burdick
Are you a reactive marketer? Let me ask you a few questions to find out
If you answered yes to any of these questions, then you, my friend, are doing reactive, knee-jerk marketing.
Typically, the result of reactive marketing is a lot of dollars spent, with little to no ROI. HVAC marketing works best when it's proactive, strategic and repetitive.
Creating an annual marketing plan for your business is the best way to avoid knee-jerk marketing. Easy enough to do, even for the least marketing-savvy among us. You may not have the resources to facilitate every aspect of your plan, but you can save yourself a lot of trial and error not to mention money by investing one day putting a plan together. Your marketing plan should include the following:
Heres how you begin: by writing down some goals. Start with four or five of them. Think big picture. What do you want for your company, and for yourself? You can say things like, I want more service contracts or I want to double my ductless sales or I want to hire a bookkeeper so my mother-in-law doesnt have to come in to the office anymore. All of these goals are perfectly valid. (Although some may be more popular at home than others!) Whatever yours are, write them down. Because if you havent defined your goals, then how can you possibly hope to achieve them
Give yourself a time frame for each of your goals
Next, lets apply marketing strategy to your goals. Follow a process I call the 7 Steps to HVAC Marketing to build a marketing plan, budget and schedule for your company
Here are the steps, listed in the order they should be tackled
Step 1: Branding. Your brand is your logo, but its so much more than your logo. Its the look, the feel, the colors, the fonts, the theme and the marketing message. All of this together makes up your brand. Your brand separates you from the pack. Its what your customers recognize. Its how they learn to trust you and ultimately why theyll spend money with you. Make sure you develop a solid brand for your company before you do anything else! Its the most important, foundational element of your company marketing.
Step 2: Website. Your website is the backbone of all your marketing efforts. Use it to help achieve your goals. Want to sell more ductless? Then put a ductless tile ad on the home page. Want more service contracts? More plumbing leads? Then for heavens sake, promote it on your website!
As I travel the country teaching HVAC marketing, I get the sense that were all very consumed with getting people to our websites, these days. I see contractors spending an alarming amount of money on SEO and Pay-Per-Click to get as many people as possible to visit their websites. And dont get me wrong, a high amount of traffic is desirable. But lets not lose sight of why we want people to visit our websites. We want them to call us, right? So its equally important to make sure youre giving people what theyre looking for when they arrive at your site. If your website is heavy on text, short on visuals, and doesnt function well, consumers will quickly click over to a competitors site. Because heres the sad truth, folks: people dont read anymore. Its the result of being bombarded by constant visual stimulation everywhere we go. (Even grocery store carts have advertising on them now.) Take a look at your website. Does it very clearly say WHO you are (your branding should run throughout your site), WHAT you do (in the form of equipment photos), HOW to contact you (big, bold phone number) and WHAT your offers are (lets see an equipment offer and a service offer on the home page)? If not, make some modifications, like, yesterday.
Step 3: Existing Customers. These are the low hanging fruit. Easiest people to market to, cheapest people to market to, best ROIneed I say more? Dont assume that the lady you installed ductless for last year knows that you also do plumbing. She doesnt. Dont assume that the nice young couple you did a gas conversion for knows that you also do insulation. They dont. Cross market your services via a newsletter (printed or emailed) to these folks. And hit them pre-season with a postcard reminder to get their clean and check done before you get swamped. Remember, you get 80 percent of your sales, directly or indirectly, from your existing customers. (Youll spend most of your marketing dollars going after that other 20 percent!)
Step 4: Define Your Target Market. Pick a few towns that make sense for you to target (i.e. convenient to travel to, opportunity to gain market share, etc.). Then think about who your ideal customer is. How much money do they make? How old are they? How much is their home worth? How old is their home? Decide who you have the best shot of earning business from. Because you only want to target those people not everyone in that zip code.
Step 5: Target New Customers in a Strategic Way. Theres no cookie cutter approach to targeting new customers, so Step 5 is a good time to ask a professional HVAC marketer for some help. But heres a few things to keep in mind: prospective customers need to see/hear your name eight times before they even remember it! Sending one postcard to 10,000 homes wont produce as many leads as sending postcards to the same 2,000 homes, five times. Repetition matters in marketing. A lot.
Stack the deck by combining marketing vehicles. For example: use online marketing in the same towns where youre launching a direct mail campaign. The goal here is for consumers to go to the internet already looking for you! Market to these folks in season. I know, I know youre already busy. But let me ask you this? Why do you wake up at 4am to go fishing? Because thats when they are biting! If you want to build your customer base, you need to market to consumers when they are most interested in your services.
And it goes without saying, but Im going to say it anyway: track everything you do with call tracking phone numbers on all your marketing pieces and with Google Analytics on your website.
Step 6: TOMA. Billboards, TV, Radio and other top of mind advertising should be approached after all other direct marketing efforts (Steps 1 5) have been addressed, because theyre expensive, not easy to track and should primarily be used as branding vehicles. We cant expect the kind of direct leads from most TOMA initiatives that we get from targeted marketing. And keep in mind, just because someone stops you in the grocery store to say they saw you on TV doesnt necessarily mean theyre going to buy a furnace from you. However, if you have the budget to incorporate TOMA into your marketing plan, by all means, do. But make sure you do your homework by comparing media options dont just buy a package because it sounds like a good deal. Ask your media rep to find ways to tie your advertising to local community and relevant media events.
Step 7: Make a Plan. Create a written document including these steps. Include a listing of your goals, a calendar with your target dates, the business activities you need to take, your plan for tracking your leads, a budget for each initiative and an overall budget. The goal here is to spend your marketing money wisely not spend more of it.
Now just follow your plan. As the year progresses, refer to your plan and your goals to determine if youre on track. Look over your analytics and check your call tracking reports. You dont have to be an expert to begin to notice trends. At the end of the year, calculate your cost per lead to determine what worked well, what needs some adjustment and let the tracking data youve collected dictate how youre going to make better marketing decisions next year.
Then, because goals and budgets evolve, start the process all over again.
Youll find that a marketing plan helps you stop reacting to all the advertising offers, gimmicks and media reps that find their way into your office throughout the year. Having a solid marketing plan also means you wont need to worry about what your competitors are doing. Youll simply follow your plan and let them react to you.
While there are certainly more aspects to HVAC marketing than I can possibly cover in this article, the 7 Steps is a great place to start. Follow them and youre on your way to achieving your goals by marketing your business with strategic thinking and planning and by keeping your knee under the table, where it belongs.
Elaina Burdick is one of theEGIA Contractor University faculty members. EGIA Contractor University has assembled the most experienced and dynamic faculty ever put together. Faculty members have personally built some of the most successful contracting companies in America. Learn more about EGIA Contractor University and EGIA membership, offering contractors all the tools they need to run and grow a successful contracting business, while freeing up time and money.
Burdick is the President of EB&L Marketing, a full-service HVAC marketing firm. Burdick grew up around HVAC and recognized that residential contractors with their limited time and marketing training needed help promoting their companies. This led her to open a marketing company that is 100 percent focused on HVAC. For more than 25 years, she has worked with manufacturers, distributors and local contractors to effectively market their businesses and grow their bottom line, by building their brand and avoiding common marketing missteps. EB&L provides marketing solutions for 1-man start-ups as well as large, multi-vehicle dealerships. But by far, educating contractors on appropriate ways to promote their companies is the part of her job she enjoys the most. You can contact her at [emailprotected]
See the rest here:
HVAC Marketing 101: Use Your Head, Not Your Knee - Contracting Business
- Meet the New ClickGuard: New Features and A New Look - openPR.com - October 28th, 2025 [October 28th, 2025]
- With Ryan Reynolds as Its Face, Mint Mobile Makes a Play for the Home Internet Market - The Hollywood Reporter - October 26th, 2025 [October 26th, 2025]
- Frances Socialists Pitch Wealth Tax as Offer to Save Government - Bloomberg.com - October 26th, 2025 [October 26th, 2025]
- Socialist critic of NATO and EU poised to win Irelands presidency - politico.eu - October 26th, 2025 [October 26th, 2025]
- Virtual Roundtable: The Mamdani Moment and the Way Forward for Socialists - Left Voice - October 26th, 2025 [October 26th, 2025]
- Hundreds of Community Groups From the Conservatives to the Socialists! Demand Daylighting - Streetsblog NYC - October 26th, 2025 [October 26th, 2025]
- Frances Socialists Threaten to Topple Government in Tax Debate - Bloomberg.com - October 26th, 2025 [October 26th, 2025]
- Long-shot Socialist Mamdani In Touching Distance Of Becoming NY Mayor - Barron's - October 26th, 2025 [October 26th, 2025]
- The implications of the anti-Trump No Kings protests for the European working class - World Socialist Web Site - October 26th, 2025 [October 26th, 2025]
- Long-shot socialist Mamdani in touching distance of becoming NY mayor - ttownmedia.com - October 26th, 2025 [October 26th, 2025]
- New Zealand: Workers need a socialist perspective to fight pay cuts, austerity and war - World Socialist Web Site - October 26th, 2025 [October 26th, 2025]
- NYC's socialist mayoral candidate urges a million Muslims to 'step into the light' just days before crunch election - GB News - October 26th, 2025 [October 26th, 2025]
- GOP grows uneasy over voters health care premiums amid shutdown standoff - CNN - October 26th, 2025 [October 26th, 2025]
- LEADER JEFFRIES: DONALD TRUMP AND REPUBLICANS HAVE SHOWN ZERO INTEREST IN REOPENING THE GOVERNMENT Congressman Hakeem Jeffries - Congressman Hakeem... - October 26th, 2025 [October 26th, 2025]
- Transcript: Sen. Lindsey Graham on "Face the Nation with Margaret Brennan," Oct. 26, 2025 - CBS News - October 26th, 2025 [October 26th, 2025]
- Republicans Control Congress and the Presidency. They Also Control This Government Shutdown - Bucks County Beacon - October 26th, 2025 [October 26th, 2025]
- Mastriano still floating gubernatorial bid, slams GOP as Garrity takes fight to Shapiro - Pittsburgh Post-Gazette - October 26th, 2025 [October 26th, 2025]
- Face the Nation: Jeffries, Graham, Moolenaar - CBS News - October 26th, 2025 [October 26th, 2025]
- Trump wants to import beef from Argentina. Republicans and ag groups say, what about America? - MPR News - October 26th, 2025 [October 26th, 2025]
- Republicans grapple with shutdown and why more are blaming the GOP - The Hill - October 26th, 2025 [October 26th, 2025]
- Bay Area partisans are fired up over Californias Prop 50 contest. Others? Not so much - The Mercury News - October 26th, 2025 [October 26th, 2025]
- GOP redistricting effort in New Hampshire is frozen - Politico - October 26th, 2025 [October 26th, 2025]
- House Republicans step on thin ice as they ignore the Constitution - AL.com - October 26th, 2025 [October 26th, 2025]
- Timothy Mellon Is Donor Who Gave $130 Million to Pay Troops During Shutdown - The New York Times - October 26th, 2025 [October 26th, 2025]
- Article | Trump's initial trade deals in Southeast Asia have gone MIA - POLITICO Pro - October 26th, 2025 [October 26th, 2025]
- The web is filling with AI ghosts: Welcome to the machine-shaped web - cio.com - October 24th, 2025 [October 24th, 2025]
- Digital marketing tools and digital transformation capability as a factor in enhancing business performance in China and Kazakhstan - Nature - October 23rd, 2025 [October 23rd, 2025]
- Cazbah and Flavor Burst Partner to Strengthen Digital Presence and Global Brand Visibility - openPR.com - October 23rd, 2025 [October 23rd, 2025]
- (PDF) Digital Marketing Actions That Achieve a Better Attraction and Loyalty of Users: An Analytical Study - researchgate.net - October 21st, 2025 [October 21st, 2025]
- Marketing Expert Tony Hayes Reveals Why Traditional SEO Strategies Are Becoming Obsolete in 2025 - FinancialContent - October 17th, 2025 [October 17th, 2025]
- Marketing Expert Tony Hayes Releases Game-Changing Newsletter Exposing $4 Billion AI Service Gap and 18 Untapped Business Opportunities for 2025 -... - October 17th, 2025 [October 17th, 2025]
- Top Marketing Conferences to Attend in 2025 and 2026 - Exploding Topics - October 15th, 2025 [October 15th, 2025]
- Satellite Internet Market to See Revolutionary Growth: 2025-2032: SpaceX, Amazon, and OneWeb - openPR.com - October 15th, 2025 [October 15th, 2025]
- State of Data: Consent, AI, and Emotion in Advertising - Interactive Advertising Bureau - October 11th, 2025 [October 11th, 2025]
- Internet Of Things Iot Software Market to Reach USD 250 billion - openPR.com - October 11th, 2025 [October 11th, 2025]
- Gameshow: The happiest place on the internet - The Drum - October 11th, 2025 [October 11th, 2025]
- Cable Internet Market Expected to Surpass USD 85 billion - openPR.com - October 11th, 2025 [October 11th, 2025]
- Almost constant: Young people overwhelmed by harmful online marketing - Public Health Communication Centre - October 7th, 2025 [October 7th, 2025]
- U.S. Internet Hospital Market Set for Dynamic Rise with Key Players Teladoc, Amwell, MDLIVE, and Doxy.me - openPR.com - October 7th, 2025 [October 7th, 2025]
- Marketing Expert Tony Hayes Reveals 18 Game-Changing SEO Strategies as 94% of AI Searches Go Zero-Click - openPR.com - October 7th, 2025 [October 7th, 2025]
- Internet Of Things Iot In Retail Market: USD 92.0 billion Valuation by Key Players: IBM, Cisco Systems, Microsoft, - openPR.com - October 7th, 2025 [October 7th, 2025]
- Future Scope of Medical SEO Services Market Set to Witness Significant Growth by 2025-2032 - openPR.com - October 7th, 2025 [October 7th, 2025]
- Marketing Expert Tony Hayes Reveals 18 Hidden Strategies Top - openPR.com - October 4th, 2025 [October 4th, 2025]
- Marketing Expert Reveals How "Boring" Businesses Generated $253K in 6 Months Using AI Automation - openPR.com - October 2nd, 2025 [October 2nd, 2025]
- PushAds.net Launches New AI-Driven Toolkit to Boost Ad Campaign ROI and Targeting Precision - openPR.com - September 30th, 2025 [September 30th, 2025]
- ClickFunnels Review 2026 - Is It Still Worth It for Your Business? - openPR.com - September 30th, 2025 [September 30th, 2025]
- Autus Digital Agency Leads the Way with Future-Proof SEO for the AI Search Landscape - openPR.com - September 30th, 2025 [September 30th, 2025]
- 3 Months of ClickFunnels for $99 - Is It Worth It? - openPR.com - September 30th, 2025 [September 30th, 2025]
- Digital Marketing Alive Launches Affordable SEO & Ads Solutions to Help Businesses Boost Leads and Sales - openPR.com - September 28th, 2025 [September 28th, 2025]
- AI Marketing in Healthcare: Opportunities, Risks, and the Future of Private Practice Growth - openPR.com - September 28th, 2025 [September 28th, 2025]
- Marketing Expert Tony Hayes Reveals $3.5M Digital Product Blueprint and AI Strategies Cutting Ad Costs by 1,247% - FinancialContent - September 25th, 2025 [September 25th, 2025]
- Starlink slips further to 9th place in Kenyas fixed internet market - Citizen Digital - September 23rd, 2025 [September 23rd, 2025]
- Organic Growth Surges in Southeast Europe's Digital Sector - Top SEO Agencies in Romania 2025 - openPR.com - September 23rd, 2025 [September 23rd, 2025]
- Digital Marketing Technologist Tony Hayes Publishes Advanced AI Marketing Intelligence Report Featuring 18 Cutting-Edge Strategies and Tools |... - September 23rd, 2025 [September 23rd, 2025]
- Affiliate Marketing Guide: All You Need To Know (2025) - Shopify - September 21st, 2025 [September 21st, 2025]
- New Report Finds 74% of Legal Clients Research Firms After a Referral, Redefining the Role of Word-of-Mouth in 2025 - Legal Reader - September 21st, 2025 [September 21st, 2025]
- Internet Of Things Iot In Retail Market Segmentation Analysis - openPR.com - September 21st, 2025 [September 21st, 2025]
- Marketing Expert Tony Hayes Reveals 28 AI Automation Strategies That Generated $43K in Sales Today - openPR.com - September 19th, 2025 [September 19th, 2025]
- Marketing Expert Tony Hayes Reveals How AI Search Is Breaking - openPR.com - September 19th, 2025 [September 19th, 2025]
- Marketing Expert Tony Hayes Reveals AI Traffic Strategy That Converts 6X Better Than Google Search - FinancialContent - September 19th, 2025 [September 19th, 2025]
- Marketing Expert Tony Hayes Reveals Googles Leaked Algorithm Secrets and $10M SaaS Growth Strategies in Latest Newsletter Edition - FinancialContent - September 17th, 2025 [September 17th, 2025]
- Marketing Expert Tony Hayes Reveals AI Traffic Strategy That Converts 6X Better Than Google Search - openPR.com - September 17th, 2025 [September 17th, 2025]
- Advanced AI Marketing Systems and Algorithm Manipulation Techniques Exposed in New Industry Report - FinancialContent - September 17th, 2025 [September 17th, 2025]
- How brands and creators are fighting for your attention and your money - The Verge - September 15th, 2025 [September 15th, 2025]
- Cetera Wins Two 2025 "Wealthies" Awards for Digital Marketing Campaign of the Year and Transition Support - PR Newswire - September 11th, 2025 [September 11th, 2025]
- Sustainable success through online marketing: opportunities for small and medium-sized enterprises. - openPR.com - September 11th, 2025 [September 11th, 2025]
- Altigen Technologies Selects Brafton as Marketing Agency to Drive Next Phase of Transformation and Growth - ACCESS Newswire - September 11th, 2025 [September 11th, 2025]
- DCM Revolutionizes Digital Marketing with AI-Driven Strategies to Maximize ROI Across Canada and the USA - openPR.com - September 9th, 2025 [September 9th, 2025]
- The New Frontier: How SpaceX's Starlink is Reshaping the Satellite Internet Market - AInvest - September 6th, 2025 [September 6th, 2025]
- The tactile renaissance: Print marketing solutions that win - Quad/Graphics - September 5th, 2025 [September 5th, 2025]
- Taylor said yes, and brands said campaign: The internets fastest marketing play - Adgully.com - August 29th, 2025 [August 29th, 2025]
- Advertising in the Digital Age, in India and Around the World - Bain & Company - August 27th, 2025 [August 27th, 2025]
- Boomcycle Digital Marketing Leads the Way as Premier Bay Area Web Design Company with Innovative Strategies and Insights - USA Today - August 27th, 2025 [August 27th, 2025]
- Digital marketing and sustainable innovation in SMEs through bibliometric and systematic review - Taylor & Francis Online - August 27th, 2025 [August 27th, 2025]
- Business Gets 184% Spike in Organic Demos After Relaunch on Storyblok with 9thCO - The Manila Times - August 27th, 2025 [August 27th, 2025]
- 10 Biggest Ecommerce Platforms in the World (2025 Rankings) - Business.com - August 27th, 2025 [August 27th, 2025]
- Top 10 SEO Agencies in Austin 2025 Drive Business Growth with Experts - Vocal - August 26th, 2025 [August 26th, 2025]
- Boomcycle Digital Marketing Leads the Way as Premier Bay Area Web Design Company with Innovative Strategies and Insights - Green Bay Press-Gazette - August 22nd, 2025 [August 22nd, 2025]
- "Internet Services Burkart nominated for the prestigious 'German Business Award 2025'" - openPR.com - August 20th, 2025 [August 20th, 2025]
- The State Grid Xinjiang Information & Communication Company has successfully completed the trial calculation of three rounds of electricity... - August 20th, 2025 [August 20th, 2025]