HVAC Install Recovery
Using SMS

Crush your local HVAC competitors with a 5-SMS automation sequence that builds expertise and doesn't sound desperate for sales.

Only 16% of contractors follow up with a homeowner the same day after an unsold estimate. That's from ServiceTitan's 2026 Roofing & Exterior Market Report, and if you've ever handed someone an $11,000 quote and never heard from them again, you already know the number is about right for HVAC too.

Here's what that costs you.

Say you write 40 quotes a year that don't close on the spot. Average install of $12,000. If this sequence recovers 5 of them, that's $60,000.

The software to run it is $87 a month. $1,044 for the year.

You don't need it to work great. You need it to work once.

Cherry on top? Automations only need to be built… Once.

And then they do the work for you, forever.

What You'll Get In This Guide

The 5-text automation sequence, with the exact wait times between each one. The CRM fields your tech fills out before it fires. The trigger that starts it. And screenshots of the whole thing built inside the automation software so you can see it, not just read about it.

Steal all of it. If you want it built for you instead, that's at the bottom.

Automate Your High-Ticket HVAC Lead Recovery

(5 Followup Auto-Texts. Not Salesy. No Begging.)

These are the custom inputs your tech must fill out:

Full Recap: The tech will write this in their own words after performing an inspection and unsold quote. This is the first outbound text that the tech will send along with the photo of their unit.

Then one checkbox named "Unsold HVAC Quote Followup Automation".

That checkbox is the trigger. Imagine the first domino getting flicked and the rest falling on their own. That's the flick.

The 5 Text Sequence

Photo, plain-English finding, price. Ends with: "I'll send something later that'll help you compare quotes."

Give them the questions to ask every other company:

Show your expertise in HVAC and how local climate affects them and their neighbors.

Respect keeps you in consideration for future installs.

Steal It And Make It Yours

Steal this outbound sequence, and adapt it to fit your business' voice and style. Customers always go with the companies they feel safest with. If you're not doing something like this already, you will notice a change very quickly. If you're doing it manually, this just makes it so much easier.

At Performance Marketerz, we take passion in tailoring all automation to match your existing workflows, so that you don't have to change anything. We simply put your HVAC process on steroids with automation so you can sell more every year. Every setup must be custom.

The software shown above is called Highlevel. We always encourage you to do your own research on which CRM and automation software will give you the most value in your business. We have found that Highlevel is the most valuable and efficient software for service business owners. If you do a little digging, you will likely come to the same conclusion.

$87 With Us Or $97 On Your Own

What would an extra 5-10 recovered installs mean for your HVAC business each year? (on the low end).

Same exact software. One is tailored to your business, and the other is a blank system.

This affiliate link means we earn commission. It doesn't change your price of Highlevel.

How is this possible? We have the Highlevel agency plan, which allows us to have unlimited sub-accounts. You receive the exact same features, benefits, and freedom as if you signed up alone. Think of us more like a Highlevel broker who specializes in blue-collar service businesses.

Our mission is to provide real value to those who serve America relentlessly each day. Could we charge more than $87/month for an account with us? Absolutely. Why don't we? It's our way of giving back, and it makes it a lot easier to get referrals when business owners trust us completely.

We follow the Costco hot dog mindset. Create great value, and serve as many as possible. A setup that would normally run you $1500+ with a generic marketing agency will cost you a big fat $0 with Performance Marketerz. And we actually understand field sales, unlike most of those office dwellers.

Not only is ours a lower cost, but nobody will care more about your success than we do. For this precise reason, we don't have contract lock-ins. Cancel tomorrow, or cancel whenever without penalty, because we know you won't want to.

We put skin in the game because we know this works and will create more for your business than without. The returns might far exceed $87/mo, but at the end of the day, you are the engine of your business. Nothing else can make it work like you do. We simply install powerful sales automation into what's working already.

Partner With An Automation Wizard

Or do it yourself. The choice is yours ;)

This affiliate link means we earn commission. It doesn't change your price of Highlevel.