From first click
to your next
HVAC customer.
Get their attention. Keep the conversation moving. Turn qualified inquiries into booked estimates. Your team takes it from there.
Book your strategy callYou run the estimates. We manage the path to your calendar.
The right attention.
Google + Meta ads.
A focused landing page.
A real conversation.
SMS + phone follow-up.
Project + service-area checks.
A time to meet.
Qualified estimate booked.
Your team runs the appointment.
You don't need
another list
of names.
You need homeowners who answer, fit the jobs you want and book a time with your team.
A form isn't an estimate. An estimate isn't a sold install. Disconnected steps lose opportunities.
We connect the handoffs. You focus on the estimate and the sale.
Not just the ads.
The whole path.
One connected setup around your service area, the installs you want and the estimates your team can actually run.
Get the right
homeowner's attention.
Install and replacement campaigns, built for your territory. Leads from your campaigns stay with your business, not competing contractors.Campaigns · Creative · Landing pages · Lead capture
Keep the conversation
moving.
SMS and phone follow-up from the first inquiry. Continued outreach and missed-call recovery keep opportunities moving while you're in the field.First response · Continued follow-up · Missed-call recovery
Put an estimate
on the calendar.
Check location, project and intent against your agreed criteria. Book an available time. Keep it on their radar with reminders.Qualification · Scheduling · Appointment reminders
See what happened.
Work what was missed.
Track inquiries through to booked estimates. Revisit older leads, no-shows and unsold estimates instead of leaving them untouched.Pipeline reporting · Lead reactivation · Booking performance
A clear next step.
At every step.
- Homeowner requests an estimate↓
- SMS and phone follow-up begins↓
- Project and service area checked↓
- Available estimate time accepted↓
- Your team runs the estimate↗
Show the pipeline.
Not a prettier
click report.
We track what happens after the form. That means you can see where inquiries are moving and where they are getting stuck.
A target we agree on.
Fees we stand behind.
We agree on a booked install estimate target based on your ad budget. If we miss that target, we refund your service fees.
The target, timeframe, qualification criteria and refund terms are agreed before launch. The refund covers service fees, not ad spend.
First, we look at your market, territory, install capacity and budget. Then we connect the campaigns, pages, follow-up and booking process around that plan.
Talk through your market and budget ↗More installs.
Room to take
them on.
For residential HVAC companies that want a managed customer acquisition system, not another marketing task.
A defined territory. Install and replacement work.
Capacity to run estimates. A team ready to close.
If your calendar is already full, you only want shared contact lists or you can't take on more estimates, this isn't the right next step.
Fair questions.
Straight answers.
What counts as a qualified estimate?
A homeowner in the agreed service area with a relevant HVAC install or replacement need, who meets the criteria agreed before launch and accepts an estimate time.
Are the leads exclusive?
Yes. Leads generated through your campaigns are for your business and are not resold to competing contractors.
Can this work with our calendar?
The booking flow is built around your team's availability. We review your calendar and current setup before confirming the integration.
What if you miss the target?
We refund your service fees if we miss the agreed booked install estimate target. That target is based on your ad budget. The timeframe, qualification criteria and refund terms are agreed before launch. Ad spend is separate and is not included in the refund.
What about no-shows?
Appointment reminders and continued follow-up are part of the process. Qualification and appointment-credit terms are defined before launch. A booked estimate is not a guaranteed sale.
What does it cost, and how soon can we start?
We confirm service fees, required ad spend and the launch timeline after reviewing your market, capacity, calendar and current systems on the strategy call.
Tell us about
your HVAC
business.
Share your market, capacity and current setup so we can review whether Clientsable fits.