“I’ll call them back
after the breakdowns.”
The first cold snap hits, repairs come first. Meanwhile, installation inquiries wait, and cool off.
For heating, heat pump & AC installers
Quote follow-up for HVAC contractors.
Sign before the season turns.
A heat pump or a new furnace is a big decision: technical survey, sizing, rebates, sometimes financing. Between peak-season breakdowns, the quotes you send easily go unanswered. Here is how to keep them moving.
Your diagnostic starts here
How many inquiries do you receive per month?
A rough estimate is fine. We’re not asking for a spreadsheet.
Free · Then a demo of your funnel, in your colors
What you getin 3 minutes
- Your #1 bottleneckWhere your inquiries get lost, based on your answers.
- Three actions to take this weekConcrete, doable with the tools you already have.
- Your personal spaceDiagnostic, action plan and next steps, all in one place.
- A demo of your funnel, in your brand colorsBuilt for your trade, delivered within 2 to 3 business days.
Where projects get lost
Where heating and cooling projects stall.
Your customers aren’t short of offers. What they lack is clarity, and someone who stays in touch until they decide.
“I’ll call them back
“And what about
the rebates?”
Sizing, the right system, possible rebates: your prospect has questions, and the answers are scattered across calls and emails.
“We’ll see
next winter.”
The quote is sent, the season ends, the project slips. Without a follow-up at the right time, it goes to whoever calls first.
What Vision sets up
From the inquiry
to the installation.
We set up the journey and prepare the messages with you. You keep the technical surveys, the sizing and the relationship with your customers.
Get my diagnostic ↗1
An inquiry page that tells projects from repairs.
Installation or repair, current system, home size, timing, photos: you know right away what each inquiry needs, and how urgent it is.
2
An instant reply, then a space for each project.
Your prospect gets an acknowledgment right away, then finds the next steps and answers to the questions everyone asks, in one place.
3
Follow-ups timed to the season.
After the technical survey, while the rebate is being processed, as the next season approaches: you know who to call back, and why.
The fair questions.
In winter, I have no time for follow-up. How does this help?
That’s exactly when it helps. Every inquiry gets an immediate reply, nothing gets lost while you’re out on repairs, and when you have an hour, you know which projects to call first.
My customers are wary of aggressive sales tactics. Isn’t following up risky?
The journey isn’t cold calling. It only follows up with people who asked you for a quote, with useful information: next steps, answers to their questions, what’s left to decide. It builds trust, not pressure.
Can the journey explain rebates and incentives?
It can gather the questions your customers ask most and point them to the right information. Checking eligibility and handling the paperwork stay with you, or with whoever does it today.
Do I pay before seeing the result?
No. The diagnostic is free and instant, and so is the demo of your sales funnel, built for your trade. If you like it, we talk for 15 minutes, then setup ($970) and ongoing follow-up ($249/month) come next, with no long-term commitment.
Follow-up templates for HVAC contractors
Ready-to-send emails and texts for the four moments when a quote stalls.
From our free guides
Chapters to put the method in place yourself, before and after the inquiry.
Other trades
Your next signature might start here
Where do your heating and cooling projects stall?
Three minutes to find out, and three actions to sign more installations, whatever the season.
Get my free diagnostic ↗