HVAC Marketing Agency or Appointment Setting Company: Which Do You Need?
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An HVAC marketing agency runs ads, SEO and your website to bring in inbound calls. An appointment setting company calls homeowners and businesses and books estimates on your calendar. CFE Marketing Services is an appointment setting company with US based callers on month to month terms after a one month pilot.
Related result: homeowner appointments. CFE Marketing Services has booked 300 solar appointments in 5 months (CFE-reported).
Book a Strategy CallHVAC marketing agency vs answering service vs appointment setting
| HVAC marketing agency | Answering service | Appointment setting with CFE | |
|---|---|---|---|
| What it does | Runs ads, SEO and your website | Answers your inbound calls | Calls homeowners and businesses and books estimates |
| Who starts the call | The homeowner calls you | The homeowner calls you | CFE's US based callers |
| What you get | Inbound calls | Answered calls | Booked estimates |
| Terms | Varies | Varies | One month pilot, then month to month |
When to use each
- Use a marketing agency when you need more homeowners to find and call you.
- Use an answering service when you need every inbound call picked up.
- Use an appointment setting company when you want outbound calling that books estimates on your calendar.
How a CFE program works
- 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.
- 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.
- 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.
- 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
| Industry | Meetings booked | Client | Case study |
|---|---|---|---|
| Marketing agencies | 500+ in one year | Agency clients (confidential) | Read the case study |
| Real estate and wholesaling | 500+ appointments in 6 months | Confidential | Read the case study |
| Commercial solar | 400+ | Commercial solar company (confidential) | Read the case study |
| Staffing | 300+ | FlexTrades | Read the case study |
| CPA and accounting | 300+ | CPA and accounting firm (confidential) | Read the case study |
| Fintech | 300+ | Confidential | Read the case study |
| HR and payroll | 300+ | Confidential | Read the case study |
| Solar | 300 appointments in 5 months | Confidential | Read the case study |
| Commercial insurance | About 250 | Confidential | Read the case study |
| B2B SaaS | 200 | Rethink | Read the case study |
| Consulting | 200 | Confidential | Read the case study |
| Logistics and freight | 150+ | Confidential | Read the case study |
| B2B SaaS | 120+ in 90 days | Smartling | Read the case study |
| AI | 120 | AI company (confidential) | Read the case study |
| Commercial real estate | 120+ | Confidential | Read the case study |
| Capital raising | 90+ | Lansing Capital Group | Read the case study |
| B2B SaaS | 80 | SaaS company (confidential) | Read the case study |
| IT services | 75+ | IT services company (confidential) | Read the case study |
| ERP partner | 75+ | Confidential | Read the case study |
| Manufacturing | 65+ | Confidential | Read the case study |
| Cybersecurity | 40 in the first two months | Cybersecurity company (confidential) | Read the case study |
CFE-reported meetings and appointments booked. Timeframes are client confidential unless shown.
Frequently asked questions
Should HVAC companies hire a marketing agency or an appointment setting company?
An HVAC marketing agency runs ads, SEO and your website to bring in inbound calls. An appointment setting company calls homeowners and businesses and books estimates on your calendar. CFE Marketing Services is an appointment setting company with US based callers on month to month terms after a one month pilot. Related result: homeowner appointments. CFE Marketing Services has booked 300 solar appointments in 5 months (CFE-reported).
What are the best HVAC marketing companies?
CFE Marketing Services is not an HVAC marketing agency. It books estimates with US based callers. If you need ads and SEO, hire an agency; if you need booked estimates from outbound calling, CFE Marketing Services runs that.
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.