Stop leaving jobs on the table

Replace your SDR team with an AI that never sleeps

A fully automated sales system that handles cold outreach, lead qualification, objection handling, and appointment scheduling, without a human SDR. Your team only steps in when a job is booked and ready to close.

Get in touch

Most HVAC companies rely on human SDRs, shared leads from Angi and HomeAdvisor, and fragmented follow-up. High cost, cold leads, and zero consistency. Your team works 9 to 5, costs $15 to $35k a month, and misses every after-hours emergency call. Every lead that comes in on a weekend goes cold. The ceiling on your growth is the size of your team.

Six components. One system.

Every piece is purpose-built for HVAC. Together they handle the full sales cycle from cold lead to booked appointment, without a single SDR on payroll.

01 // Lead Intake
Lead Intake and Enrichment
Pulls from your CRM, third-party lists, and cold databases. Every record is deduplicated, validated, and enriched with property data, equipment age signals, and decision-maker info before anything goes out.
02 // Routing
Territory and Service Routing
Identifies each lead's location, service zone, and applicable utility rebates or seasonal incentives automatically. No manual lookup. Pricing and offers are accurate for every lead before first contact.
03 // Outreach Agent
AI Conversation Agent
Trained on your scripts, service offerings, and objection playbook. Runs structured multi-channel outreach via email, SMS, and voicemail. Qualifies leads, handles objections, educates on maintenance plans and financing. Hands off only when a job is appointment-ready.
04 // Infrastructure
Outreach Infrastructure
High-volume outbound to homeowners and commercial property managers by ZIP and service area. Dedicated sending domains, full SPF and DKIM authentication, inbox warmup, suppression lists, and CAN-SPAM compliance built in from day one.
05 // Reactivation
Dormant Lead Reactivation
Most HVAC companies have thousands of old estimates that never closed sitting in their CRM. The system automatically re-engages them with seasonal hooks, financing offers, and updated pricing. A dead database becomes live pipeline.
06 // Handoff
Deal Package and Handoff
When a lead qualifies, the system builds a clean one-page summary: full conversation history, job scope, lead data, and service recommendations. Your comfort advisor reviews it, shows up informed, and closes.

The system knows what season it is.

HVAC demand is cyclical. Outreach sequences are automatically adjusted by season so every message is timely and relevant, never tone-deaf. No lead goes cold in February just because your team is quiet.

☀️
Summer
Peak Season
Emergency AC repair and replacement. Speed is everything. Leads contacted within minutes of intake. Urgency-driven sequences with a 30-day conversion window.
🌤️
Spring
Pre-Season
AC tune-ups and system upgrades before the heat hits. Educational sequences highlighting efficiency savings and early-bird pricing. 30 to 60 day pipeline.
🍂
Fall
Pre-Season
Furnace tune-ups and heating system replacements. Reactivates dormant summer leads with heating-specific messaging. Maintenance contract upsell is the main focus.
❄️
Winter
Nurture
Emergency heat calls handled fast. Long-nurture tracks for off-season leads. 3 to 6 month sequences for system replacements planned for spring. No lead goes cold.

Before and after.

Your team today
Works 9 to 5, offline on nights and weekends when emergency calls spike
$15,000 to $35,000 a month in salary, benefits, and overhead per rep
Close rate varies by rep, by day, by mood. No consistency across the team
Comfort advisor walks into every estimate without pre-scoped job info
4 to 8 weeks to hire, onboard, and train a new rep while leads pile up
Off-season leads go cold. Nobody runs nurture sequences in February
With the AI system
Runs 24 hours a day, 7 days a week. Handles the summer surge without breaking a sweat
Commission-free, no benefits, no turnover. Flat cost that scales with your volume
Trained on your exact scripts and objection playbook. Consistent on every conversation
Job scope and price range calculated per lead before first contact. Your advisor walks in ready
6 to 8 week build and go-live. Operational without any ongoing training or ramp time
Reactivates dormant leads sitting in your existing database. Turns dead contacts into booked estimates
// The opportunity most companies miss

Your dead database is worth more than you think

The average HVAC company has 500 to 2,000 uncontacted or lapsed leads sitting in their CRM right now. Old estimates, expired maintenance contracts, seasonal inquiries that went cold. At a 3% reactivation rate and a $4,000 average ticket, that is between $60,000 and $240,000 in recoverable revenue from a list you already own and paid for.

500+
Dormant leads in a typical HVAC CRM
x
3%
Conservative reactivation rate
x
$4K
Average HVAC job ticket
=
$60K
Recovered from one reactivation campaign

Works with what you already use.

The system plugs into the CRM your team already lives in. No ripping out your current stack, no retraining your office. It just fits.

ServiceTitan
Large Operations · 20+ Techs
The dominant platform for mid to large HVAC. We integrate directly with dispatch, job booking, and customer records. Leads flow in, deal packages flow out.
Housecall Pro
Mid-Size Operations
Popular for growing teams. Native integration for lead sync, estimate creation, and appointment booking without touching your existing workflows.
Jobber
Small and Lean Teams
Budget-friendly and widely adopted. We sync qualified leads, quote requests, and scheduled estimates directly into your Jobber pipeline.
Zoho CRM
Mid-to-Large · Customizable
Flexible and integration-friendly. We use Zoho's automation layer to run outreach sequences and push deal packages into your existing sales pipeline stages.
HubSpot
Commercial HVAC · B2B Focus
Common in commercial HVAC operations targeting property managers. Full two-way sync with contact records, deal stages, and sequence enrollment.
Airtable or Spreadsheet
Any Size · No CRM Required
No CRM yet? No problem. We run the full pipeline from a structured Airtable base or spreadsheet, with all lead data organized and exportable at every stage.
See if this fits your operation

We will walk through your current pipeline, your market, and what a reactivation campaign would look like for your specific database. No commitment. No pitch deck. Just a real conversation.