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HVAC · 50 TEMPLATES · 10 CAMPAIGN TYPES

Every customer message for HVAC contractors.

Ready-to-send SMS + email templates for HVAC — reviews, referrals, reminders, seasonal promos, and prospecting. Copy, paste, done.

10
Campaign types
47
Templates
98%
SMS open rate

Reviews

Post-install + post-tune-up = review gold. Tech-signed asks convert 2.4x higher than generic company asks.

POST-INSTALL · TECH-SIGNED · SAME-DAY
Post-Install Review Ask (Tech-Triggered)

Hey :first_name::tech_name: here from :company:. Got your new system running today 🔧 If everything feels good, a 30-sec review helps other homeowners find us: :link:. Stay comfortable!

Why it works: Fire it the same day, signed by the tech who did the work — personal asks convert 2-3x better than automated ones.

POST-TUNE-UP · SEASONAL
Post-Tune-Up Seasonal Review

Hi :first_name: — your :season: tune-up is done and your system's ready for the :weather: ahead. If we earned it, a quick review would mean a lot: :link:. See you next season!

Why it works: Tie the ask to the season — it reminds the customer of the value they just got and feels timely, not random.

EMERGENCY REPAIR · SAME-DAY
Emergency Repair Same-Day Review

Hey :first_name: — glad we got your :system: back up fast today! Nobody likes a :weather: breakdown. If :tech_name: took care of you, a 30-sec review helps other folks in a jam find us: :link: 🙏

Why it works: Emergency customers are your most grateful — ask while the relief is fresh. These reviews mention speed, which converts new emergency leads.

MEMBERSHIP · COMFORT CLUB
Comfort Club Member Review Ask

Hi :first_name: — thanks for being a Comfort Club member! Your maintenance visit is done. If we've kept you comfortable, would you leave us a quick review? :link:. Members like you keep us going 🙌

Why it works: Members are your loyalists — their reviews mention reliability and the membership, which sells the plan to new customers.

FIRST VISIT · NEW CUSTOMER
First-Time Customer Review

Hi :first_name: — thanks for giving :company: a shot today! First impressions matter to us. We'd love to know how :tech_name: did — 30-sec review here: :link:. Welcome aboard!

Why it works: New customers set the tone. A great first-visit review shows prospects you deliver from day one.

LONG-TERM · MULTI-YEAR
Multi-Year Customer Review

:first_name::years: years of keeping your home comfortable together 🙌 A quick review about our reliability would help other homeowners choose us with confidence: :link:. Thank you for trusting us all this time.

Why it works: Name the years — longevity is the single most persuasive signal a prospect can read about an HVAC company.

POST-DIAGNOSTIC · NO-REPAIR
Honest-Assessment Review (No Repair Needed)

Hi :first_name: — sometimes the best call is "you don't need a repair yet." If our honest assessment earned your trust today, a quick review helps other homeowners find an HVAC company that shoots straight: :link:.

Why it works: Turning down unnecessary work builds huge trust. These reviews about honesty are gold for a category full of upsell horror stories.

NEW SYSTEM · INSTALL COMPLETE
New-System Install Review

Congrats on your new :system:, :first_name:! 🎉 It should keep you comfortable for years to come. If the install went smoothly and the crew treated your home right, would you share a quick review? :link:

Why it works: Big-ticket installs = your highest-LTV customers. Their reviews justify the price for the next buyer weighing a big quote.

REVIEW RE-ASK · DAY 5
Gentle Review Re-Ask (Non-Responder)

Hi :first_name: — no worries if my last text got buried! If :tech_name:'s work is holding up nicely, a 30-sec review would genuinely help us out: :link:. Last nudge, promise 🙂

Why it works: A single soft follow-up on Day 5 recovers 20-30% of non-responders. Keep it light and give them an easy out.

GOOGLE · DIRECT LINK · SMS
Simple Google Review Ask

Hey :first_name: — thanks again for choosing :company: for your :system: today! Quick favor when you have a sec — a Google review helps us more than you'd think: :link:. 🙏

Why it works: The no-frills version. Short, direct, one link. Use it when you just need volume and the relationship is already warm.

Review Responses

Negative-review customers cost you $2,800 each in lost leads. Speed + empathy defuses.

RESPONSE · PRICE COMPLAINT
Negative · Perceived Price Gouging
1★ REVIEW

"Charged $900 for a capacitor that costs $30 on Amazon. Pure gouging." :first_name: — I hear you, and I'm sorry the pricing felt like a surprise. The $900 covers the part, emergency diagnostic, labor, disposal, and our 2-yr parts+labor warranty — but we clearly didn't explain that well upfront. I'd like to walk through it with you. Call me direct: :owner_phone:.

Why it works: Don't defend the price itself — own the communication gap. Invite offline. This single response archetype converts 40% of unhappy into updated reviews.

RESPONSE · 5-STAR · EMERGENCY
Thank a 5-Star Emergency Review
5★ REVIEW

Use template "Called at 10pm with AC dead. Mike showed up by midnight, fixed it, reasonable price. Lifesavers." :first_name: — Mike will be glad to hear this. Midnight AC calls in August are our busiest shift, and your kid being able to sleep is the whole point. Glad we could help. Tell the neighbors!

Why it works: Public response doubles as marketing — future readers see the 24/7 commitment. "Tell the neighbors" seeds referrals.

+2 more Review Responses templates View all 4 →

Surveys

Post-install NPS + annual membership renewal check = retention machine.

SURVEY · POST-INSTALL · DAY 7
7-Day Post-Install NPS
Subject: Quick check-in after your install — 6 questions

Hi :first_name: — a week in with your new :system_brand: system. 6 questions on install, tech professionalism, pricing clarity, paperwork, and would-you-refer. 90 seconds. :survey_link:

Why it works: Day 7 catches regret before it calcifies. High-ticket installs ($8K+) need this or you lose the warranty upsell + referral.

SURVEY · MEMBERSHIP · ANNUAL
Annual Comfort Club Renewal Survey
Subject: Your Comfort Club membership anniversary — quick 5-question survey

Use template Hi :first_name: — year 1 as a Comfort Club member 🎉. Help us improve: rate your tune-ups, priority service, pricing, discount value, renewal likelihood. :survey_link: (2 min).

Why it works: Membership renewal is worth $300-500 ARR each. This survey pre-qualifies renewal vs. churn 45 days before renewal date.

+1 more Surveys templates View all 3 →

Pulse Surveys

1-question texts post-service. Fast triage between review ask vs. recovery call.

PULSE · POST-VISIT · SAME-HOUR
Same-Hour Service Pulse

Hey :first_name: — on a 1-10 scale, how did Mike do today? Just reply with a number 🔧

Why it works: Under 7 = ops manager calls next day. 9-10 auto-routes to review ask. Catches complaints in hours, not weeks.

PULSE · POST-REPAIR · DAY 7
7-Day Post-Repair Check-In

Use template :first_name: — is your system still running right after last week's repair? Reply 👍 or 👎.

Why it works: Catches failed repairs before customer rage-calls. 👎 auto-triggers priority callback. Turns 1-stars into 5-stars.

+1 more Pulse Surveys templates View all 3 →

Referrals

HVAC has the highest referral CAC in home services. $250 per successful referral pays back in 4 months.

REFERRAL · INSTALL REFERRAL · DUAL
Post-Install Referral Ask

Hey :first_name: — glad the system's running right. Know anyone in :neighborhood: dealing with a dying AC or old furnace? $250 off their install + $250 credit to you 🧊

Why it works: Send 2 weeks post-install when customer is still telling neighbors about it. Largest-ticket referral type in HVAC.

REFERRAL · SEASONAL · PRE-SUMMER
Pre-Season Referral Push

Use template :first_name: — summer's coming. If anyone you know needs an AC tune-up before the heat wave, send them our way. Free tune-up for them, $50 credit for you.

Why it works: Timing = everything. Customers who refer in May convert at 4x rate of mid-summer refs. Free tune-up = low barrier for referee.

+3 more Referrals templates View all 5 →

Thank-Yous

No CTA, no ask — just appreciation. These build the referral goodwill bank.

THANK YOU · REFERRAL RECEIVED
Referral-Received Thank-You

:first_name: — just learned :referred_name: signed up because of you. Appreciate you more than you know 🙏 $250 credit is on your next invoice.

Why it works: Within 1 hour of new customer closing. Confirms credit applied + primes for next referral.

THANK YOU · LOYALTY ANNIVERSARY
10-Year Customer Thank-You
Subject: 10 years with us — thank you

Use template Hi :first_name: — we noticed it's been 10 years since your first service with us. Not many customers stick around that long. Your trust built this shop. Thank you.

Why it works: Pure appreciation, zero ask. Sent at tenure milestones. Generates unprompted referrals + retention. No CTA needed.

+3 more Thank-Yous templates View all 5 →

Reminders

Tech ETAs, seasonal tune-ups, filter changes, membership renewals.

REMINDER · TECH EN-ROUTE · 25 MIN
25-Minute Tech ETA

Hey :first_name: — Mike's 25 min out in the white van 🚐 He'll swap shoes at the door. Text back if you need anything.

Why it works: Van color + shoes-off detail = trust signals. GPS-triggered. Cuts no-show callbacks by 60%.

REMINDER · SEASONAL TUNE-UP · MEMBERSHIP
Spring Tune-Up Membership Reminder

Use template Hi :first_name: — your spring AC tune-up is due (it's been 11 months). Covered by Comfort Club, no charge. Book: :calendar_link: 📅

Why it works: Biggest dropped revenue in HVAC = unused membership tune-ups. 45-day reminder + no-charge framing = 70%+ booking.

+3 more Reminders templates View all 5 →

Marketing

Seasonal promotions, new service launches, financing campaigns.

MARKETING · SEASONAL URGENCY · SUMMER
Heat-Wave Pre-Season Check
Subject: Heat wave coming — book your AC check before it breaks

Hi :first_name::city: forecast shows 100°+ next week. Systems that have been sitting all winter often fail the first heat wave. $89 pre-season AC check (normally $149) through Friday. :book_link:

Why it works: Tied to specific weather event = high open rate. Pre-season pricing fills summer backlog before emergency demand.

MARKETING · FINANCING · REPLACEMENT
0% Financing Spring Install
Subject: New system? 0% financing for 18 months on systems installed by June 30

Use template Hi :first_name: — if your system's past 12 yrs, this is the window. 0% APR × 18 mo + $500 manufacturer rebate + our $200 Spring Install Credit. Free estimate: :book_link:

Why it works: Financing + manufacturer rebate stack = the biggest home-improvement conversion lever. Target segment: systems aged 12+ yrs.

+2 more Marketing templates View all 4 →

Outreach

Install anniversaries, seasonal tips, community touches. The goodwill layer.

OUTREACH · SEASONAL TIPS · FALL
Pre-Winter Home Checklist
Subject: 5 things to do before winter hits

Hi :first_name: — simple list from our install crew: 1) change your filter now 2) clear 3 ft around outdoor unit 3) test your thermostat on heat 4) schedule a tune-up before Nov 15 5) consider a humidifier if dry air triggers allergies. Questions? Reply.

Why it works: Pure value content. 65% open rate. Soft CTA ("reply") generates inbound tune-up bookings without explicit ask.

OUTREACH · INSTALL ANNIVERSARY
3-Year Install Anniversary

Use template Happy install anniversary, :first_name: 🎉 3 years with your :system_brand: system. Still running smooth? Reply if anything sounds off — free diagnostic on us.

Why it works: Catches early issues → keeps customer from shopping around when problems emerge. Free diagnostic = trust seed.

+6 more Outreach templates View all 8 →

ProspectingNEW

Realtors, property managers, builders, commercial facilities. The B2B pipeline.

PROSPECTING · REALTOR · PRE-LISTING
Realtor Pre-Listing Inspection Pitch
Subject: Pre-listing HVAC checks for your :area: listings — 24hr turnaround

Hi :realtor_first_name: — we partner with 12 realtors in :area: for 24hr pre-listing HVAC inspections. $149, clean 1-page report, prevents inspection surprises. Want to be the 13th? :calendar_link:

Why it works: Realtors pay for speed + reliability. Specific proof ("12 partners") + 1-page deliverable = high response.

PROSPECTING · PROPERTY MANAGEMENT
Property Manager Service Contract Cold
Subject: Property manager HVAC service contracts — :pm_company:

Use template Hi :pm_first_name: — we manage HVAC service for 400+ units across 6 :area: property management firms. Response time under 4 hrs, flat-rate repair menu, owner-approved replacement ceiling. 20 min to pitch? :calendar:

Why it works: Property managers value predictable pricing + fast SLA over absolute lowest cost. Flat-rate menu is the hook.

+3 more Prospecting templates View all 5 →
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50 templates. 10 campaign types. 1 platform.

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