If you have been in business for a few years, your cheapest heat-pump leads are not on Google. They are the homeowners whose furnace you serviced last fall, whose AC you installed five summers ago, or whose boiler you have been nursing along. This service turns that list into your first installs, carefully and legally.
Why your list beats your ad budget at launch
Existing customers convert faster because the trust question is already answered. They know your trucks, your technicians and how you treat them. For a new heat-pump line that matters twice over: early jobs from friendly customers give you install photos, reviews and practice on the quote before strangers see any of it.
Who it is for
- Furnace, boiler and AC companies with at least a few hundred past customers on record
- Plumbing and heating firms with a maintenance-plan base
- Any company in the soft-launch phase of the 120-day launch sequence
Start-ups with no list should look at launch marketing instead.
What is included
- List clean-up and consent sort. We group contacts by what you can lawfully send them. Canada's anti-spam legislation requires consent, sender identification and a working opt-out for commercial email and text; the CRTC's FAQ and ISED's consent page are the official references. Where consent is unclear, the contact goes on the phone-call list instead.
- Segments. Typically four: ageing heating equipment, newer heating equipment with no cooling, AC-only customers, and maintenance-plan members.
- Messages per segment. A short email, a text where consent allows, and a call script for the office. Each says plainly what you now offer and invites a conversation, not a sale.
- Office playbook. How to answer the first five questions, when to book a home visit, and how to log the outcome.
- Follow-up rules. One reminder, then stop. Pushing a long-time customer too hard costs more than the job.
What your office needs to be ready for
Replies to customer outreach arrive by phone, text and email, often within hours. Your office should know the first questions to ask: how the home is heated now, whether it has ducts, how old the system is, and whether the caller has heard about a rebate. They should also know when to book a home visit and when to pass the call to a technician or salesperson. We write that playbook in plain language, keep it to one page, and walk your team through it before the first message goes out.
Timeline
Most companies send the first wave within three weeks: one week for the list, one for messages and scripts, and one to train the office. Replies arrive over the following month, and a second, smaller wave goes out once the first installs can be shown.
How results are measured
We count replies, booked home visits, quotes and installs by segment. A typical outreach report answers simple questions: which segment replied most, which message produced visits, and what the cost per install was compared with paid search.
A worked example
Suppose you have 1,200 past customers, of whom 400 have heating equipment more than 15 years old. If 5% of that group books a home visit, that is 20 visits. Close a third of them and you have 6 or 7 installs from a list you already own, with no media spend. Your own response rates will differ; the point is that the maths is worth running before you buy a single click. Our break-even guide puts these figures in context.
Mistakes to avoid
- Blasting the whole list. Messages without consent can breach anti-spam law, and irrelevant ones push loyal customers to opt out of everything.
- Selling hard to happy furnace owners. A customer with a three-year-old furnace doesn't need a replacement pitch.
- No office script. A great email answered by a confused receptionist is a wasted email.
- Forgetting to ask for a review. Early heat-pump customers are your launch proof.
The first installs from this work feed straight into launch marketing. See pricing, then call, text or email to get started.
Frequently asked questions
Can we email all our past customers about heat pumps?
Not automatically. Canada's anti-spam law requires consent for commercial electronic messages, and implied consent from a past purchase has time limits. We sort your list by consent status first, and your counsel should confirm anything unclear.
What if our list is mostly phone numbers?
That is common, and it works. Calls from your office and texts to customers who have agreed to receive them both perform well. Commercial texts are covered by the same anti-spam rules as email.
Won't this cannibalise our furnace replacements?
It can, which is why the outreach is segmented. Customers with a newer furnace might hear about adding cooling or a dual-fuel setup later, while customers with ageing equipment hear about replacement options including heat pumps.
How big does our list need to be?
A few hundred past customers is enough to learn from. Larger lists let us test different messages by segment, but even a small list usually produces the first installs faster than paid ads.