💬 “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:
- 🧠 Understanding CRM for HVAC Businesses
What a CRM really does-and why it’s the single most important tech decision in your business. - 🔍 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). - 🛠️ CRM Setup Essentials: Forms, Pipelines & Tagging
Start capturing leads the right way-with structured pipelines, custom tags, and intake forms. - 📇 Centralizing Customer Data: No More Spreadsheets
Stop looking in five places. Bring every customer detail-quote history, job notes, conversations-into one clean system. - 🤖CRM Automations: Estimates, Maintenance & Reviews
Learn to send timely, helpful, and converting messages-without lifting fingers.
- 🗓️Booking Smarter: Calendar, Reminders & Team Scheduling
Book jobs faster, eliminate double-booking, and keep your team (and clients) in sync. - 💰 CRM Sales Tools: Quotes That Close
Build, send, and track quotes that get approved-with built-in follow-ups that close more jobs.
- 📣 CRM-Driven Marketing: Email, SMS, Nurture Sequences
Turn missed jobs into future customers with email campaigns and client reactivation automations. - 📊 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.
- 🚀 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?
Course Includes
- 12 Lessons