HVAC: estimate follow-up sequence
A 4-touch follow-up for HVAC estimates that didn't close on the spot.
Stage
HVAC Close plays
HVAC close plays pick up after the truck leaves: the unsigned estimate, the maintenance plan, and the old lead who never booked. One ask, then stop.
9 plays
HVAC: comfort club pitch
How to offer the comfort club at the end of an HVAC visit.
HVAC: review request text
Ask for a Google review right after a finished job, while the homeowner is happy.
HVAC: dead lead reactivation email
A plain 'sent from my phone' style email to old HVAC leads that never booked.
HVAC: 'what do we need to do' ask
An owner-level question for a big system replacement deal that stalled.
HVAC: next-service reminder
Remind past homeowners when their next AC tune-up is due.
Agency: show clients booked revenue by source
Agencies report booked and closed revenue per client instead of clicks and leads.
Agency: sell the hold after the book
After someone books, the job is to get them to show, not to sell more.
Lost deal feedback ask
Ask lost leads one honest question so you can fix the process.
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Cindy
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