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.
Simple Pricing
One service. One outcome. Booked appointments.
We generate, follow up with, qualify, and book HVAC prospects directly onto your calendar. You focus on taking the appointment and closing the job.
$2,000/month + client-paid advertising spend
SMRT HVAC Appointment Generation
Qualified HVAC appointments, delivered to your calendar.
We manage the process from campaign launch through lead response, follow-up, qualification, and booking. Your team takes over once the qualified appointment reaches your calendar.
Your outcome
Qualified prospects booked directly onto your calendar.
How It Works
We handle the path from lead to appointment.
01
Generate
Campaigns bring HVAC prospects into the system.
02
Respond
Leads receive an immediate response and follow-up.
03
Qualify
Prospects are qualified through our structured HVAC qualification process.
04
Book
Qualified prospects are scheduled onto your calendar.
05
You Close
Your team takes the appointment and handles the sale.
What's Included
We handle the work before the sales conversation.
Here’s how responsibilities are divided between SMRT Funnels and your team.
Service
Who handles what
Managed for you
SMRT Funnels
We handle it
Your responsibility
Your Team
You handle it
Advertising & Lead Generation
Advertising strategy
✓
—
Campaign setup, management & optimization
✓
—
Ad copy and creative/content creation
✓
—
Advertising spend
—
Paid directly by you
Lead Capture & Follow-Up
Landing page and lead-capture setup
✓
—
Immediate SMS/email response
✓
—
Automated and AI-assisted follow-up
✓
—
Follow-up with unresponsive leads
✓
—
Qualification & Booking
Lead qualification
✓
—
Appointment scheduling
✓
—
Appointment confirmations & reminders
✓
—
Sales & Service
Take the booked appointment
—
Your team
Estimates and sales conversation
—
Your team
Closing the sale
—
Your team
HVAC service & customer service
—
Your team
Your Role
We book the opportunity. Your team closes the job.
Once the qualified appointment reaches your calendar, your team owns the sales conversation and customer relationship from there.
01
Provide your business details
Services, territory, availability, offers, branding, and qualification criteria.
02
Fund your advertising
Keep your payment method attached to your Meta and/or Google advertising account.
03
Take the appointment
Qualified appointments are booked onto your connected calendar.
04
Close and deliver
Handle estimates, sales, closing, HVAC service, and ongoing customer service.
Getting Started
From signup to launch.
We use a repeatable HVAC framework and configure it around your business, territory, services, and calendar.
01
Agreement + monthly service
Start the $2,000 monthly SMRT appointment-generation service.
02
Business intake
Provide services, territory, hours, offer, branding, and availability.
03
Connect advertising
Grant SMRT access to your Meta and, when used, Google advertising account.
04
Connect your calendar
Connect the calendar where qualified appointments should be booked.
05
Configure your setup
SMRT configures the standard system around your brand, offer, territory, and calendar.
06
Launch
Campaigns, capture, follow-up, qualification, booking, reminders, and reporting are checked before going live.
Ready to Grow?
Put more qualified HVAC appointments on your calendar.
You fund the advertising. We manage the process that turns those opportunities into qualified booked appointments.
Frequently Asked Questions
Questions, answered clearly
Everything you need to know about how SMRT Funnels helps turn prospecting into qualified HVAC appointments.
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.