The (2022) Guide to HVAC Funnels (w/Tips, Strategies & Tools)

HVAC Funnels (Blog Cover) Showing Blog Post Title and Picture of Mobile Phone

HVAC funnels are a big topic in 2022. The truth is, funnels have been around for decades. Acquiring users through SEO, PPC, and social media are funnels. The only thing that’s changed is how marketers promote the process as a new-age tactic.

Your sales funnel is one of the most critical tools to the success of your HVAC business. We know what you may be thinking, ‘I don’t even have a sales funnel in place.’ That’s where you’re wrong. Whether you have cultivated a sales funnel or not, you have an HVAC sales funnel if you have ever completed a sale for your services or equipment. 

If you have not given any thought to your HVAC funnel, it’s not too late. Today we will be offering essential tips on cultivating a sales funnel and the best practices for HVAC companies specifically.

Understanding HVAC Sales Funnels

A sales funnel moves leads through the process of becoming a paying customer. The journey includes:

  • Brand Awareness (when the lead first becomes aware of your company or services)
  • Consideration (when the lead is considering hiring you for your services)
  • Conversion (when the lead becomes a paying customer)
  • Post-Consumer Actions (when the customer becomes a repeat customer or refers your business to friends and family)

There are specific information and marketing tactics that should be utilized at each stage, which we will be covering in the following section.

HVAC Funnel Stages Infographic

Funnel Stages for HVAC Companies

HVAC funnels consist of four primary stages. When leads move through each step, they are likely to become a quality customer. But, of course, how well your funnel works depends on your specific tactics within each stage. Below, HVAC Webmasters outlines the keys to each phase.

Stage I: Brand Awareness

The first stage (brand awareness) is often the most challenging – especially for small businesses trying to gain a foothold in their local market. 

Here is what your marketing efforts will look like in the first stage of the sales funnel:

  • SEO: Implementing HVAC SEO helps your website appear to people who search for HVAC services online. 
  • PPC Ads: PPC ads will display to people who perform relevant searches or go on certain websites that have to do with your HVAC field. 
  • External Links: External links are important because they will point more people to your website to increase brand awareness. 

Phase II: Consideration Stage

Again, the top of the funnel is about making as many people as aware of your business/services as possible. The next is the consideration stage which may involve things like:

  • Content Marketing: Blog posts that inform the lead on a specific issue or convince them that they should use a specific service.
  • Social Media Posts: Once the consumer is aware of your services, it helps to engage them on social media and remind them that you are a viable option.
  • White Papers: White papers are educational documents that can help a consumer who is considering paying for an HVAC service but may not know enough about it yet to make a sound decision. 4

Phase III: Conversion Stage

The consideration phase is comparable to a cell phone store. You have already walked into the store to enter the top of the funnel (brand awareness). Once you are in the store, salespeople may come up and talk to you or ask if you have any questions, thereby nurturing your consideration. 

Your content marketing, social media posts, and resources you offer your customers play the role of salespeople in a cell phone store but digital form. 

Next up is conversion. The lead is already warmed up at the conversion stage but may need one final burst of motivation to close the sale. The conversion stage of the funnel could be helped by:

  • Landing Pages: Persuasive landing pages attached to PPC ads will encourage users to click through to your site and complete the sale.
  • Calls to Action: A strong, written call to action will clarify to the consumer how to move on to the next stage and complete the sale. 
  • Customer Testimonials: It can be beneficial to use positive testimonials from past customers at the conversion stage. These can be displayed on appointment scheduling pages or check-out pages on your site to provide an extra push. 

Phase IV: Post-Consumer Stage

Next is the post-consumer stage, where it can be constructive to continue to engage customers. Tools you can use at this stage include:

  • Email Marketing: Once a sale is closed, you will likely have the customers’ email contact info. Be sure to reach out to them about relevant promotions and deals based on their past purchasing activity with your business.
  • Customer Relationship Management Software: Using CRM software can make managing and nurturing your relationships with existing customers much more manageable. 
  • Loyalty Rewards Programs: Includes special discounts for yourself or anyone the customer refers to your HVAC business (and completes a sale). 

Final Thoughts on HVAC Funnels

The critical question becomes: are you getting the most out of your HVAC funnels, or are you just letting it do its thing on its own? If your answer is more akin to the latter situation, now time to take action. 

The fact is that a cultivated sales funnel can increase your business’s growth rate. They can change customers that visit your site and leave into paying customers. They can help you turn more leads into conversions. They can optimize your marketing efforts and so much more.

From the moment the customer becomes aware of your business/service to the time that they pay for your services, all the way to the time that they refer you to their friends and family or come back to you for their own HVAC needs, they have moved through your sales funnel.