Clone of HVAC Marketing Assessment

1

Can you clearly describe your ideal customer and who you are actively trying to attract?* This field is required.Select from 1 - 5 1 – Not defined 2 – Rough idea 3 – Somewhat defined 4 – Clearly defined 5 – Fully documented

2

Does your messaging clearly differentiate you from every other HVAC company in your market?* This field is required.Select from 1 - 5 1 – No differentiation 2 – Very generic 3 – Somewhat clear 4 – Clearly differentiated 5 – Strongly positioned

3

Do you consistently communicate outcomes (comfort, efficiency, peace of mind) instead of just services?* This field is required.Select from 1 - 5 1 – Services only 2 – Rarely outcomes 3 – Mixed messaging 4 – Mostly outcomes 5 – Outcomes driven

4

Do you have a strong maintenance plan that drives predictable recurring revenue?* This field is required.Select from 1 - 5 1 – No plan 2 – Weak adoption 3 – Inconsistent sales 4 – Strong adoption 5 – Core revenue

5

Do you know exactly which marketing channels generate the most revenue, not just leads?* This field is required.Select from 1 - 5 1 – Not tracked 2 – Leads only 3 – Partial tracking 4 – Revenue tracked 5 – ROI optimized

6

Do you actively generate and leverage customer reviews?* This field is required.Select from 1 - 5 1 – No strategy 2 – Passive only 3 – Inconsistent asks 4 – Structured process 5 – Review driven

7

Do you know your true cost per lead and cost per booked call by channel?* This field is required.Select from 1 - 5 1 – Unknown 2 – Rough estimate 3 – Partially known 4 – Accurately tracked 5 – Optimized regularly

8

Are all inbound leads answered live or within 5 minutes or less?* This field is required.Select from 1 - 5 1 – Mostly missed 2 – Slow response 3 – Sometimes fast 4 – Usually fast 5 – Immediate response

9

Do your CSRs follow a proven booking script on every call?* This field is required.Select from 1 - 5 1 – No script 2 – Rarely used 3 – Sometimes used 4 – Consistently used 5 – Optimized script

10

Do you know your inbound call booking percentage?* This field is required.Select from 1 - 5 1 – Not tracked 2 – Estimated only 3 – Inconsistently tracked 4 – Regularly tracked 5 – Actively optimized

11

Are calls recorded, reviewed, and coached regularly?* This field is required.Select from 1 - 5 1 – Never reviewed 2 – Rare reviews 3 – Occasional reviews 4 – Regular reviews 5 – Ongoing coaching

12

Do you track each technician’s close rate and average ticket value?* This field is required.Select from 1 - 5 1 – Not tracked 2 – Rare tracking 3 – Tracked only 4 – Reviewed regularly 5 – Coaching driven

13

Is financing presented on every replacement opportunity?* This field is required.Select from 1 - 5 1 – Rarely presented 2 – Sometimes presented 3 – Half the time 4 – Usually presented 5 – Always presented

14

Do you follow up on every unsold estimate with a structured process?* This field is required.Select from 1 - 5 1 – No follow-up 2 – Inconsistent follow-up 3 – Some follow-up 4 – Structured follow-up 5 – Automated system

15

Are your marketing and sales decisions driven by data instead of gut instinct?* This field is required.Select from 1 - 5 1 – Gut instinct 2 – Mostly gut 3 – Mixed decisions 4 – Mostly data 5 – Fully data

16

Your HVAC Marketing ScoreMake note of your score below.

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Name* This field is required.

First Name

Last Name

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Email* This field is required.

example@example.com

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View your assessment guide for next steps and recommendations.