01
Your local market matters
Your service area helps define who should be targeted and where the outreach should focus.
Meet the Founder
Joseph Navarro
SMRT Funnels was founded by Joseph Navarro, an award-winning marketer and entrepreneur with more than a decade of marketing experience.
Throughout his career, Joseph has worked with more than 65 leading brands , promoting a wide variety of products and developing marketing strategies designed to reach, engage, and convert customers.
Joseph has also launched three businesses of his own , giving him a unique perspective as both a marketer and business owner. He understands what it's like to invest your own money into marketing and expect it to produce measurable results.
SMRT Funnels was created to bring that experience together with the rapidly growing capabilities of AI and automation , helping businesses take advantage of technology that was once primarily available to much larger companies.
About SMRT Funnels
Built because HVAC teams should spend more time closing, not chasing
SMRT Funnels started with a simple idea: HVAC contractors shouldn’t have to choose between taking care of their customers and constantly chasing the next opportunity.
Joseph Navarro built SMRT Funnels to take on the work that happens before the sales conversation — finding the right prospects, starting conversations, following up, qualifying interest, and getting the right appointments onto the calendar.
The goal is simple: give your team more qualified
conversations to take, while you stay focused on
running the business and closing the right jobs.
What we focus on
The work before the sales conversation
Find the right prospects
Focus outreach around the market and
customers you want to reach.
Start the conversation
Handle outreach and the follow-up needed
to create real conversations.
Qualify the opportunity
Focus on the conversations that are
relevant to your business.
Book the appointment
Put the qualified conversation onto
your calendar.
Your team takes it from there.
Ready to sell
Why HVAC
Better outreach starts with understanding the market
HVAC growth is not a one-size-fits-all problem. Your service area, the kind of work you want, and the customers you want to reach all shape which conversations are actually worth pursuing.
That is why SMRT Funnels stays focused on helping HVAC contractors build a more relevant appointment pipeline instead of treating every lead the same.
Our focus
We would rather help you create the right conversations than simply create more noise.
02
Not every opportunity is the right one
The kind of HVAC work you want more of should guide the prospects and conversations we pursue.
03
Consistency matters more than chasing
A steady flow of relevant conversations gives your team a clearer starting point than scattered, unfiltered leads.
Client results
What a stronger appointment pipeline can look like
See how a structured appointment-setting process helps HVAC teams spend less time prospecting and more time having qualified sales conversations.
Building a more focused HVAC appointment pipeline.
A focused appointment-setting approach built around better targeting, clearer qualification, structured follow-up, and a cleaner handoff to the sales team.
The challenge
More conversations weren't enough.
The right prospects needed to be identified
and qualified before reaching sales.
SMRT handled
Targeting, clearer outreach, qualification
before booking, structured follow-up,
and a cleaner sales handoff.
“Before, our team was taking conversations without enough context on who was actually a fit. Moving qualification earlier changed that. By the time an appointment reached sales, the conversation was clearer, the prospect was more relevant, and our team knew why the meeting had been booked.”
Maria Rodriguez
General Manager · Northvale
Read
Turning inconsistent follow-up into a clearer appointment pipeline.
A more structured outreach and follow-up process designed to keep relevant HVAC prospects moving forward instead of relying on a single response or one-off conversation.
The challenge
Good prospects were entering the pipeline,
but inconsistent follow-up meant too many
relevant conversations were going cold.
SMRT handled
Prospect targeting, structured follow-up,
a defined qualification path, and a cleaner
handoff from booking to the sales team.
“The biggest improvement was consistency. We weren't relying on one message anymore and hoping the right people responded. Prospects had a clearer follow-up path, and by the time a conversation reached our calendar, the team had much better context on who we were speaking with and why.”
Jake
Sales Manager · AeroHaven
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Turning scattered outreach into a more focused appointment pipeline.
A more deliberate appointment-setting process built around focused prospecting, consistent outreach, clearer qualification, and a smoother path from first contact to the sales calendar.
The challenge
Outreach was happening, but broad targeting
and limited prioritization meant the pipeline
lacked a clear focus.
SMRT handled
A tighter target profile, stronger prospect
prioritization, earlier qualification,
and a cleaner booking handoff.
“The biggest difference was having a clearer sense of where our attention should go. Instead of treating every conversation the same, the process helped move the right prospects forward, qualify them earlier, and give our team better context before an appointment reached the calendar.”
Aimee Garcia
Operations Manager · Arctic Peak
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Ready to Grow?
Put more qualified HVAC appointments on your calendar
Let’s talk about building a more consistent flow of qualified appointments for your HVAC business.
Frequently Asked Questions
Questions, answered clearly
Everything you need to know about how SMRT Funnels helps turn prospecting into qualified HVAC appointments.
We handle the work before the sales conversation: prospecting, outreach, follow-up, qualification, and appointment booking. Your team takes the qualified appointment and focuses on closing the HVAC job.
We work with HVAC contractors that want a more consistent appointment pipeline without asking their sales team to spend the day prospecting and chasing cold leads.
We start with your service area, the type of HVAC work you handle, and the customers you want to reach. That gives us a clear targeting direction before outreach begins.
Prospects are qualified through our structured HVAC qualification process. The goal is to put relevant, sales-ready conversations on your calendar rather than simply passing along unfiltered leads.
The appointment goes onto your calendar for your team to take. From there, your team runs the sales conversation and focuses on turning the opportunity into a customer.
Yes. Your targeting can be shaped around residential, commercial, or a combination of both based on your business, service area, and growth priorities.