📚 HVAC CRM Playbook: From Lead Capture to Customer Loyalty

💬 “The fortune is in the follow-up — and the engine that drives that fortune is your CRM.”

If you’re still juggling spreadsheets, sticky notes, lost DMs, and no-show appointments, it’s time for a reset. This course is your complete playbook for using a CRM to turn your HVAC business into a well-oiled, automated machine.

This isn’t about tech for tech’s sake. It’s about giving you the systems, structure, and tools to save hours each week, close more jobs, and deliver 5-star service consistently — even when you’re off the clock.

Whether you’re a solo operator tired of chaos or a growing company with a team to manage, this course will help you:

✅ Capture leads automatically
✅ Follow up faster and more effectively
✅ Organize jobs, quotes, payments, and reminders in one place
✅ Get your team aligned with a system that actually works
✅ Scale confidently without burning out

---

📚 What You’ll Learn in This Course

We’ve broken down this training into 10 structured chapters — each one building on the last — to help you go from scattered to systemized:

1. 🧠 Understanding CRM for HVAC Businesses
   What a CRM really does — and why it’s the single most important tech decision in your business.
   
2. 🔍 Choosing the Right CRM (Based on Business Stage & Size)
   Whether you’re just starting or scaling a multi-truck team, we’ll guide you on selecting the platform that fits you (Jobber, Housecall Pro, ServiceTitan, GoHighLevel, and more).
   
3. 🛠️ CRM Setup Essentials: Forms, Pipelines & Tagging
   Start capturing leads the right way — with structured pipelines, custom tags, and intake forms.
   
4. 📇 Centralizing Customer Data: No More Spreadsheets
   Stop looking in five places. Bring every customer detail — quote history, job notes, conversations — into one clean system.
   
5. 🤖CRM Automations: Estimates, Maintenance & Reviews

               Learn to send timely, helpful, and converting messages — without lifting           fingers.

6. 🗓️Booking Smarter: Calendar, Reminders & Team Scheduling
   Book jobs faster, eliminate double-booking, and keep your team (and clients) in sync.
   
7. 💰 CRM Sales Tools: Quotes That Close

    Build, send, and track quotes that get approved — with built-in follow-ups that close more jobs.

8. 📣 CRM-Driven Marketing: Email, SMS, Nurture Sequences
   Turn missed jobs into future customers with email campaigns and client reactivation automations.
   
9. 📊 CRM Metrics That Matter: From Leads to Revenue 

          What gets measured gets optimized. You’ll learn how to track and improve the metrics that matter.

10. 🚀 Scaling With CRM: Advanced Automation & Team Adoption
    Stack automation, delegate tasks, and get your tech-savvy (and not-so-tech-savvy) team using the CRM like pros.
    

---

📦 What You’ll Walk Away With

✅ A fully implemented, HVAC-specific CRM system
✅ Lead capture forms, pipelines, follow-ups, and job workflows
✅ Automated reminders, quotes, and review requests
✅ A dashboard that shows you where your business is growing (or stuck)
✅ A clear action plan to scale with less chaos

📈 This course isn’t about “nice to have” tools — it’s about building a predictable, profitable HVAC business powered by clarity, speed, and trust.

---

✅ Who This Course Is For

• HVAC contractors tired of losing leads or forgetting follow-ups
  
• Admins and ops managers ready to modernize operations
  
• Multi-truck owners looking to scale without losing control
  
• Solo operators ready to buy back their time

Ready to jump in and finally turn your HVAC chaos into control?