Marketing management services for HVAC companies

Fractional marketing manager

This is the complete role: a senior person who runs your marketing calendar, budget, vendors and monthly review on a part-time basis.

It suits HVAC companies that spend real money on marketing, often across two or more vendors, and have nobody in-house whose job is to own the result. The typical client is an owner-operator with somewhere between a handful and a few dozen technicians who is tired of making marketing decisions at 10 p.m. The fractional marketing manager page describes the monthly rhythm, what we need from your team, and how we measure ourselves.

Annual and seasonal marketing planning

This is a one-page plan and a month-by-month budget, built from your capacity and the heating and cooling seasons where you work.

Choose it if you have vendors and a budget but no plan that ties them together, or if spending follows whatever each vendor proposes. A good plan answers four questions: which jobs you want more of, how many your crews can take each month, what each booked job may cost, and where the money goes in shoulder seasons. See marketing planning for the template and timeline.

Vendor and agency management

This is someone on your side of the table who briefs your SEO, ads, web and software vendors, checks their work and holds them to agreed numbers.

Pick it if you have vendors you mostly trust but nobody has time to read their summaries, question them or compare them. It is also the right service if you suspect one vendor isn't pulling its weight and want a fair test before you switch. The vendor management page covers scopes of work, the monthly vendor check and how to change a vendor without losing your accounts.

Monthly reviews and KPI scorecards

This is one scorecard and one meeting a month, focused on booked jobs and cost per booked job by channel, rather than clicks and impressions.

It is the right first step if you already have someone doing the work and simply want an independent, plain-language read on the numbers. Owners who take only this service often find it changes the conversation with their vendors within two or three months. Details are on the monthly reviews page, and our scorecard guide shows the format.

Accounts, tracking and stack audit

This is a short, fixed-scope project that finds out who owns your domain, website, ad accounts and analytics, whether calls are tracked, and which tools you can cancel.

Start here if you can't answer "who has admin access to our Google Business Profile?" in under a minute. The stack audit page lists every account we check and the written findings you get at the end.

How to choose your first step

Answer these three questions honestly, and the right starting point usually becomes obvious.

1. Do you know who owns every marketing account? If not, start with the stack audit.
2. Can you state your cost per booked job for last month? If not, start with monthly reviews, which include fixing the tracking.
3. Does someone other than you decide what marketing does next month? If not, you need the fractional manager.

If all three answers are yes, you may not need us, and we'll say so. If you're unsure, call, text or email and describe your setup in a few lines. Prices for every option are on the pricing page, and the FAQ answers the usual questions about contracts and ownership.