HVAC Marketing Onboarding
For Residential & Commercial HVAC Contractors
This onboarding system defines your HVAC services, service area, pricing thresholds, and operational focus before any website, SEO, ads, or branding work begins. Accurate answers ensure your marketing attracts the right homeowners, property managers, and commercial clients — not wasted calls.
Step 1: Mini Forms
Each section below collects specific information we use to build your website, online profiles, ads, and local visibility.
Company Contacts
We need to understand who’s who inside your company so we can communicate clearly, respond quickly, and tell a more human story online.
People and Contact Info
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Important Dates and Times
This information helps us configure call routing, contact forms, ads, and response timing for maximum conversion.
Important Dates and Times
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HVAC Residential Installation Information:
Please answer based on what you actively sell and want to promote.
Important Dates and Times
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HVAC Residential Repair Information:
Please answer based on what you actively sell and want to promote.
Important Dates and Times
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About You & Storytelling
You know your business better than we do, but we need to tell your story in a way that anyone with common sense would choose you over your competitors. Please give us the insights!
About You & Storytelling
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HVAC Software
Many HVAC have CRMs for invoicing, client info, proposals, etc... If you do we need to know the following and gain access.
If you do not have a CRM nor wish to have one, skip this.
About You & Storytelling
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Additional and Unmentioned Services
If you offer gutter services too, please answer the following. If you do not, you can skip this section.
Important Dates and Times
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Step 2: Share Assets
We absolutely need your logos (colored, black/white).
Then share any brochures, flyers, or anything else you have.
You have 3 options:
✅ Upload using the forms here
✅ Share via Google Drive or Dropbox
✅ Email to will@talentsintoprofits.com
home page form
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Please continue to uploading brochures, flyers, and other marketing assets.
If you don't anything else, please begin the videos to give us acces to your online profiles.
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home page form
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Please continue to step 3 and give us access to all online profiles by watching the short videos for help.
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Step 3: Give Us Access
Please watch each short 1-3 minute video on how to give us access to all profiles and platforms we need to complete your initial onboarding. We can't start the project until you have given access to everything. Thank you!
Google Business Profile
Watch, follow directions, and your done in 2-3 minutes
Google Console
Watch, follow directions, and your done in 2-3 minutes
Watch, follow directions, and your done in 2-3 minutes
Yelp
Watch, follow directions, and your done in 2-3 minutes
YouTube
Watch, follow directions, and your done in 2-3 minutes
Watch, follow directions, and your done in 2-3 minutes
Google Ads Account
Watch, follow directions, and your done in 2-3 minutes
Schedule a Call with TIP today!
✅ Any topics, I'm here to help
✅ One per month for 45 minutes
✅ Short 5-minute talks, call or text