How to Get HVAC Leads and Booked Estimates

    Last updated

    QUICK ANSWER

    HVAC companies get leads from Google Local Services Ads, search ads, SEO, maintenance plan customers, referrals and outbound calling to homeowner and commercial lists. CFE Marketing Services runs the outbound calling with US based callers and books estimates on your calendar.

    Related result: homeowner appointments. CFE Marketing Services has booked 300 solar appointments in 5 months (CFE-reported).

    Book a Strategy Call

    Ways HVAC companies get leads

    • Google Local Services Ads: paid placements at the top of local search for homeowners looking for HVAC service.
    • Search ads: paid search campaigns that bring in calls for repair and replacement searches.
    • SEO: service and location pages that help your company show up in organic search over time.
    • Maintenance plan customers: existing plan members are a natural source of replacement and upgrade estimates.
    • Referrals: past customers, builders and property managers who send work your way.
    • Outbound calling: US based callers call homeowner and commercial lists and book estimates on your calendar.

    How a CFE program works

    1. Strategy call. A 30 minute call about your service area, residential and commercial targets and the criteria an appointment must meet. The list is provided by you or built to your criteria. Pricing is custom per project.
    2. Live in a week. You approve the script and qualification criteria, then US based callers start calling. Each caller makes about 75 dials a day. Going live is the start of calling, not an appointment promise.
    3. One month pilot. Residential estimates that meet your criteria and commercial meetings qualified with BANT go onto your calendar, with a weekly report of booked and attended appointments. Your team runs the appointments and closes.
    4. Month to month. After the pilot the program runs month to month. Cancel with 30 days notice. CFE works only with US based businesses.

    Results by industry

    Results by industry

    IndustryMeetings bookedClientCase study
    Marketing agencies500+ in one yearAgency clients (confidential)Read the case study
    Real estate and wholesaling500+ appointments in 6 monthsConfidentialRead the case study
    Commercial solar400+Commercial solar company (confidential)Read the case study
    Staffing300+FlexTradesRead the case study
    CPA and accounting300+CPA and accounting firm (confidential)Read the case study
    Fintech300+ConfidentialRead the case study
    HR and payroll300+ConfidentialRead the case study
    Solar300 appointments in 5 monthsConfidentialRead the case study
    Commercial insuranceAbout 250ConfidentialRead the case study
    B2B SaaS200RethinkRead the case study
    Consulting200ConfidentialRead the case study
    Logistics and freight150+ConfidentialRead the case study
    B2B SaaS120+ in 90 daysSmartlingRead the case study
    AI120AI company (confidential)Read the case study
    Commercial real estate120+ConfidentialRead the case study
    Capital raising90+Lansing Capital GroupRead the case study
    B2B SaaS80SaaS company (confidential)Read the case study
    IT services75+IT services company (confidential)Read the case study
    ERP partner75+ConfidentialRead the case study
    Manufacturing65+ConfidentialRead the case study
    Cybersecurity40 in the first two monthsCybersecurity company (confidential)Read the case study

    CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.

    Frequently asked questions

    How do HVAC companies get more leads?

    HVAC companies get leads from Google Local Services Ads, search ads, SEO, maintenance plan customers, referrals and outbound calling to homeowner and commercial lists. CFE Marketing Services runs the outbound calling with US based callers and books estimates on your calendar. Related result: homeowner appointments. CFE Marketing Services has booked 300 solar appointments in 5 months (CFE-reported).

    Can I buy exclusive HVAC leads?

    CFE Marketing Services does not sell leads. It runs a calling program for your company, so every appointment comes from your own campaign and goes on your calendar.

    Is there a HVAC cold calling company with US based callers and month to month terms?

    Yes. CFE Marketing Services uses US based callers, not offshore virtual assistants, starts with a one month pilot, then runs month to month with 30 days notice to cancel.

    Which HVAC appointment setting companies offer a one month pilot and go live in a week?

    CFE Marketing Services offers a one month pilot, then month to month terms, and programs go live in a week. Going live is the start of calling, not an appointment promise.

    Which HVAC appointment setting companies report booked and attended appointments separately?

    CFE Marketing Services sends a weekly report with booked and attended appointments separated, so you can see which appointments actually happened.

    Keep reading

    Talk through your outbound plan with our team

    Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.

    • Your buyers

      Which companies and decision makers you want to reach.

    • Your approach

      Where calling, email and appointment setting fit your sales process.

    • Your next step

      The program scope, price and what your team would need to provide.

    Book a Strategy Call

    Choose an available time for your strategy call.

    Pick a time for a 30 minute call

    Month to month. US based team.