Most HVAC shops “do marketing” in two bursts: a panicked AC blast in May and a furnace blast in October. Everything in between is a slow database rot. The HVAC Snapshot for GHL ships with a 12-month calendar already wired — automations, segments, and content tuned to the way an HVAC business actually breathes. Here’s what fires, month by month.
January — Q1 No-Heat Recovery
Polar-vortex weeks generate a flood of calls; a chunk of them never convert because your CSR was buried. January reactivates every no-heat lead from October-December that didn’t book or didn’t close. The sequence runs a value-first SMS (“Need a furnace check before the next cold snap? $89 diagnostic, this week only”), an email with a safety checklist, and a re-target on Facebook. In parallel, the maintenance plan renewals sequence touches anyone whose plan renews in Q1.
February — Filter Change Reminders + IAQ
The 90-day filter-change cohort gets an SMS reminder with a one-tap order link if you sell filters. Layered on top, an IAQ campaign pitches MERV-13 upgrades, whole-home humidifiers, UV lights, and ERV ventilators. February is shoulder season — book the IAQ visit while techs have open slots and the homeowner is still thinking about indoor air. Email marketing automations handle the drip.
March — Spring AC Tune-Up Soft Launch
Before you spend a dollar on cold-traffic ads, the seasonal tune-up campaigns push the spring AC tune-up to the warmest segment first: active Comfort Club members. Early-bird pricing, calendar links, and dispatch slots that fill the third week of March. By the time the heat hits, you’ve already booked a meaningful piece of your spring capacity from your existing base — cheaper bookings than any LSA ever produces.
April — Spring AC Tune-Up Push
Full-channel push. SMS to the database, email to everyone with a working address, a Facebook ads funnel targeting your service-area ZIPs, and a coupon promo funnel landing page for cold traffic. The instant quote form feeds the smart pipeline so every lead gets a 2-minute response, an SMS, and a CSR task if not booked.
May — AC Install Pre-Season
Tune-up visits surface install opportunities — a 16-year-old condenser, an R-22 system, a homeowner asking about a heat pump. The snapshot tags those leads automatically and drops them into an install-consult sequence. The rebate & tax-credit helper walks heat-pump candidates through IRA 25C eligibility (up to $2,000 federal tax credit for qualifying heat pumps) and any state-level HEEHRA programs. Quotes that sit more than 7 days get an automated nudge.
June — Peak Season Reviews
Summer is when your review velocity should explode. The review engine fires an SMS ask 2 hours after job complete, smart-routes 5-star sentiment to Google and Facebook, and routes 1-3 star feedback to a private form so you can save the relationship before it lands on your public profile. Goal: 20-40 new Google reviews this month for a 5-truck shop.
July — Membership Mid-Year Renewal
Annual Comfort Club members signed up last July need a renewal nudge now. The sequence sends an SMS 30 days out, an email 14 days out with a one-tap renewal link, and a CSR task if they don’t auto-renew. Also this month: a referral push to active members — refer-a-neighbor incentives drive Q3 acquisition cheaper than any ad channel.
August — Heat Pump + IRA 25C Education
August is when smart shops plant the seed for fall and winter install volume. A long-form email sequence educates homeowners on heat-pump basics (cold-climate models, dual-fuel setups, SEER2 ratings, R-454B refrigerant), IRA 25C tax credit math, HEEHRA point-of-sale rebates for income-qualified households, and any utility rebates in your service area. The goal isn’t to sell — it’s to be the shop they call when the old furnace finally dies.
September — Fall Furnace Tune-Up Soft Launch
Same playbook as March, flipped to fall. Comfort Club members get early access to fall tune-up booking. Aging-furnace owners (15+ year units in your CRM) get a safety reminder — CO detector check, heat exchanger inspection, blower motor health. Dispatch scheduling starts to fill from your warm base before the cold-call rush.
October — Fall Tune-Up Push
Full-channel fall push. The coupon promo funnel lands cold traffic, the Facebook ads funnel re-targets summer site visitors, and a “No-Heat Readiness Checklist” lead magnet captures emails from homeowners who aren’t ready to book yet. Every tune-up visit surfaces install opportunities for the winter pipeline.
November — Holiday Goodwill + Win-Back
Tone shifts to gratitude. Active customers get a thank-you SMS and email — no ask, no offer, just “thanks for trusting us this year.” Dormant contacts (no service in 24+ months) get a win-back: a low-friction offer, a survey, or a “we’d love to take care of you again” note. Referral rewards bump for the holidays.
December — Membership Annual Renewal + Year-End Tax Credit Push
Comfort Club members on December renewal anniversaries get the renewal sequence. In parallel, the rebate & tax-credit helper fires a year-end IRA 25C reminder to every install-consult lead from the prior 12 months — “If you’ve been thinking about a heat pump, the federal credit resets January 1. Want to lock in a December install?” December books some of the best-margin installs of the year because the homeowner is buying the tax credit, not the cheapest unit.
All of this runs without your CSR remembering to launch anything. The dates trigger themselves, the segments self-update, and the smart pipeline makes sure every lead that the campaigns generate gets a real human follow-up inside 2 minutes.
Want it running in your shop next month? Buy the HVAC Snapshot at $997 (regularly $1,697) and we’ll have you live in 24 hours, or book a walkthrough and we’ll show you the calendar live inside a real GHL account.