Fractional CMO for HVAC

The fractional CMO for HVAC companies.

I embed in your HVAC business as your marketing leader, own SEO, paid, LSAs, Google Business Profile, attribution, and intake, and stay accountable to one number: booked jobs, installs, and service revenue.

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The role

What does it mean to be a fractional CMO for HVAC companies?

As your fractional CMO, I'm the senior marketing leader your HVAC company gets without paying $200K+ for a full-time hire. I set the growth strategy, lead the vendors and CSRs who touch marketing, and own the result the way a full-time CMO would. The difference is that I'm not just advising from the sidelines, I'm in the account doing the work and reporting on it.

The first thing I build is real attribution. I set up call tracking with CallRail or CallTrackingMetrics and connect it to your CRM, whether that's ServiceTitan, Housecall Pro, or something else, so we can see which leads actually turn into installs and service revenue. That tells me where to scale spend and where to cut it, instead of guessing from lead counts. For HVAC specifically, I market to the real economics: installs are where the margin is, and they come from a healthy service and maintenance base. So I fill the schedule with service, then turn aging systems into replacement revenue.

The role is strategic, not just tactical. I run competitive and market analysis to understand what other HVAC companies in your markets are doing, then use that to inform your strategy and your business direction from a marketing lens: where to push, which markets to enter, and how to position. And I stay close. I'm in your inbox most days, send a weekly performance report, and keep you current on exactly what got done and what's next. Most HVAC owners get strategy from a consultant, execution from an agency, and accountability from no one. I bring all of that into one person who owns the number.

Why work with me

Senior marketing leadership and hands-on execution for HVAC operators who need a CMO but aren't ready to hire one full-time.

  • I've actually run HVAC growth.

    10 years embedded in home services across HVAC, plumbing, pest, electrical, and roofing. I'm not a generalist consultant learning your industry on your dime.

  • I scale revenue, not vanity metrics.

    I've generated $100M+ in revenue and 2M+ leads. I measure CAC, LTV, and booked jobs, not impressions or click-through rates.

  • I work directly on your account.

    No account managers, no handoffs, no junior team running your strategy. You get me on every call, owning the outcome.

  • I make the attribution real.

    I wire up CallRail and CallTrackingMetrics and connect them to your CRM so we know exactly which leads turn into installs and service revenue, then scale the spend that's actually working.

How I work with HVAC companies

Every engagement follows the same arc: understand the market and your business first, then build a plan tied to revenue, then execute and report.

  1. 01

    Audit the market

    I start by auditing your market with tools most operators don't have access to, so I can see who's winning, who's losing, and why. That tells us where the real opportunity is before we spend a dollar.

  2. 02

    Deep-dive your business

    Then I dig into your own execution and learn the business: what you've tried, what's worked, what hasn't, and where your installs, service calls, and revenue are actually coming from today. No generic playbook gets applied until I understand your numbers.

  3. 03

    Build the proposal and plan

    I build a plan to hit and exceed your revenue goals, with clear milestones, realistic timelines, and a budget mapped to the goal. You know what we're doing, when, and what it should return before we start.

  4. 04

    Dial in positioning and differentiation

    Part of onboarding is getting your positioning right. Most HVAC companies go to market like everyone else, so they get commoditized and forced to compete on price and the lowest tune-up coupon. I tease out what you actually do that no one else does and make that the center of your message.

  5. 05

    Rebuild the website and landing pages

    We typically rebuild or significantly improve the website and paid landing pages using conversion-optimization best practices, then A/B and split-URL test with tools like Visual Website Optimizer to keep lifting conversion rate over time.

  6. 06

    Build streamlined lead-gen systems

    I track every marketing channel with CallRail tracking numbers and listen to call transcripts to see how your CSRs are booking calls and whether techs are turning service into replacement opportunities. Then I report spend, CPL, CAC, and ROAS by channel every week or two, so we always know where to put dollars to scale.

How I approach marketing a HVAC company

This is the same playbook I've used to scale home services brands to $100M+ in revenue, applied to how HVAC actually grows.

01

I market for installs and the service base, not just cheap tune-up clicks

System replacements and installs are where the margin is, but they come from a healthy service and maintenance base. So I market to the full economics: fill the schedule with service and maintenance, then convert aging systems into replacement quotes. I'd rather pay more for a lead that turns into a $12,000 install than chase the cheapest $39 tune-up click that never upgrades.

02

I make attribution real before I scale anything

I set up CallRail or CallTrackingMetrics so every call and form is tracked back to its channel, then connect that data to your CRM, whether it's ServiceTitan, Housecall Pro, or something else. In HVAC that matters even more, because a tune-up lead and an install lead are worth wildly different amounts. Once I know what each turns into, I scale the spend that produces installs and service agreements and cut what just produces cheap, low-margin calls.

03

I plan around HVAC seasonality instead of fighting it

HVAC demand swings hard: cooling in summer, heating in winter, and slow shoulder seasons in spring and fall. I push budget toward the peaks when emergency 'no AC' and 'no heat' calls spike, capture that high-intent demand, and use the slow shoulder months to sell tune-ups and maintenance plans that keep techs busy and build the replacement pipeline.

04

I own local search and the Map Pack

Most HVAC searches are 'AC repair near me' and 'furnace repair' plus high-ticket intent like 'AC replacement', 'new furnace cost', and 'heat pump installation'. I tighten your Google Business Profile, build service and city pages for both the emergency repair and the high-ticket replacement intents, and push review velocity so you win the Map Pack, where the emergency calls actually live.

05

I run LSAs and Google Ads on booked-job economics, by job type

A replacement and a $89 repair call need different bids, different pages, and financing on the offer. I structure Local Services Ads and search by job type and intent, route high-ticket replacement demand to pages built to convert it (with financing front and center), and send the revenue data from your CRM back to Google so it optimizes toward installs and profitable jobs, not cheap clicks.

06

I study your competitors and your market, not just your funnel

I track what the other HVAC companies in your markets are doing across SEO, paid, reviews, financing offers, and pricing, and fold that into the strategy. Marketing is a lens on the whole business, so I bring you the competitive picture and help you decide where to push, which markets to grow, and how to position against the private-equity-backed consolidators and the local shops.

07

I fix intake so demand turns into booked jobs and installs

Speed-to-lead, a CSR script that books the call instead of quoting a price over the phone, and missed-call text-back. In HVAC, the difference between a 30% and a 55% booking rate, and whether techs are even offering replacement options, is almost always intake and process, not more spend. It's usually the fastest win in the first 60 days.

Fractional CMO vs. agency for a HVAC company

An agency rents you a channel. As your fractional CMO, I own your growth. Here's the difference where it matters for HVAC.

Incentive
Gets paid to spend your budget and keep the retainer. Wins are measured in rankings, impressions, and leads.
I get paid to grow installs, service revenue, and booked jobs. One number, tied to your CRM.
Attribution
Reports leads and clicks from the ad platform, with no line back to revenue.
I connect CallRail and your CRM (ServiceTitan, Housecall Pro) so we know which leads become installs and where to scale.
HVAC expertise
Runs the same playbook for a dentist and a roofer. Optimizes for cheap tune-up leads, not installs.
I know HVAC economics: installs are the margin, the service and maintenance base feeds them, and seasonality drives the calendar.
Scope
Owns one channel like SEO or PPC. No one owns the full funnel or the intake.
I own the whole marketing function: strategy, channels, offer, intake, attribution, and the vendors plugged in.
Strategy
Executes tactics in their lane. Rarely looks at competitors or business direction.
I run competitive and market analysis and help inform where the business should go from a marketing lens.
Communication
A monthly report and a quarterly check-in.
I'm in your inbox most days, with a weekly performance report and a clear summary of what got done.
Cost
Retainer plus media, with results that are hard to tie to revenue.
A fraction of a $200K+ full-time CMO, embedded in your stack and accountable to revenue.

Ready to grow your HVAC company?

Start with a free 30-minute call. Where you are now, where you want to go, and whether a fractional CMO is the right fit.