Lead‑to‑close for HVAC marketing agencies

Your HVAC clients get the calls. We make sure every one gets a fast reply, a booking and a reminder, under your brand.

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Where HVAC leads go cold

Your marketing brings the leads. These are the moments they slip away.

01The AC that quits at 9 pmThe office is closed, the call goes to voicemail, and the homeowner rings the next company on the list.
02The replacement quote that goes quietA system quote goes out. Nobody follows up, and the homeowner signs with whoever called back.
03The tune-up nobody booksLast year's customers are due for maintenance, but nobody reminds them, so a competitor does.

To your client it looks like bad leads. The blame lands on you, and it costs you the retainer.

What runs for every HVAC company

The whole lead-to-close system, set up and maintained by our team in each client's account. Your client only sees your brand.

6core features, always on
Missed-call text-backAfter-hours callers get a text right away, not voicemail.
Instant replyEvery form and ad lead gets a text and an email within a minute.
Team alertsThe office or on-call tech is alerted, with a backup contact after 15 minutes.
Booking and remindersService visits booked online, with 24h and 2h reminders.
Lead nurtureFollow-up until the homeowner replies or books.
No-show recoveryA missed visit gets a rebooking message over the next few days.

Add-ons that fit HVAC clients

Free to switch on per client in your hub, on top of the six core features.

Service remindersSeasonal tune-up reminders after the interval you set, to bring past customers back.
Quote follow-upReplacement quotes get followed up until the homeowner answers.
Review requestsA review request after every finished job.

Add it to your HVAC package

Sell it as part of what you already do, not as another piece of software.

Example: a HVAC company's retainer

Google Ads management$800
Google Business Profile and local SEO$700
Lead-to-close, under your brand+$500
New monthly retainer$2,000
Example figures. Your services and prices will differ.

What your agency keeps

Your cost is $175 a month per live client, plus $300 one-time setup per client. Usage for texts, calls and email is typically $15–30 a month.

You set the price. It costs you $175 a month per live client, plus usage. Charge $500 and you keep $325 a month for that client; charge $1,000 and you keep $825.

That margin repeats every month, with no one to hire or manage, and your client gets a reply to every lead you bring them.

How to price it in your retainer

A whole team for less than one hire

What it costs each month to run lead-to-close for five clients.

Hire locally ~$5,500/month

One CRM specialist's base salary, at the US average of $66,146 a year.

  • Plus payroll taxes and benefits
  • Plus software to buy and learn
  • Plus your time managing them
Hire contractors or freelancers $10–100/hour

Typical rates in HighLevel job posts. Every build, fix and change is billed time.

  • Plus software you pay for
  • Support stops when the project ends
  • Your clients wait on one person
Lowest cost SellableCRM $875/month

Five live clients at $175 each. Plus $300 one-time setup per client and usage, typically $15–30 a month.

  • A dedicated team, setup and testing
  • Texting approval and support included
  • No hiring, no managing, no training
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Example for five clients. Local hire: PayScale, average US CRM specialist base salary, 2026. Contractors: HighLevel job posts on Upwork, November 2026. Your costs will differ.

Questions agencies ask

Does it help with after-hours calls?
Yes. A missed call gets a text-back right away, and your client's team is alerted, with a backup contact if nobody responds in 15 minutes. The AI chat and voice agent add-on can also answer and book, paid per use.
Can it remind customers about seasonal maintenance?
Yes. The service reminders add-on messages past customers after the interval you set, with a link to book. It is free to switch on.
Does my HVAC client have to learn new software?
No. Our team sets up and maintains the account. Your client's team gets alerts and replies from one inbox, under your brand.
How much does it cost?
$175 a month per live client, plus $300 one-time setup per client. Texts, calls and email are passed through as usage, typically $15–30 a month per client. All prices are in US dollars.
Will my client see SellableCRM?
No. Texts, logins and monthly reports carry your agency's brand, and we never contact your clients. You stay the point of contact.

Start with one client.

Choose the HVAC company with the highest lead volume and the slowest response times. We’ll set everything up under your brand.

Book a demo