3 Steps to Creating Your HVAC Digital Marketing Plan

Good news: Creating an HVAC marketing plan is a lot like fixing a broken AC. Let me show you how.

Fixing an AC usually follows these steps:

  1. Diagnose what’s wrong with the AC system.
  2. Guide the homeowner with a few options to solve the problem.
  3. Take next steps based on the option the homeowner picked.

Similarly, creating your HVAC marketing plan should follow these 3 steps:

  1. Diagnose your current marketing problem/situation.
  2. Create a guiding policy for dealing with the challenge.
  3. Choose a set of coherent actions and tactics.

Did you notice what you shouldn’t start with? Choosing marketing tactics (email, social media, SEO and so on). Doing this first is like a doctor prescribing medicine before even looking at the patient!

In other words, “tactics first” is malpractice.

Let’s find a better way. Let’s create your HVAC company’s marketing plan in a professional manner that will get you results.

Step 1: Diagnose your current problem/situation

Before you can prescribe a marketing solution, you need to diagnose what your marketing problems are.

Diagnosis answers the question, “What’s going on here, exactly?” Service techs answer this question by finding the root cause of the problem.

How do they do this?

By memorizing an air conditioner’s “operating sequence.” In other words, when the tech knows the AC’s proper process, they can easily pinpoint problems in that process.

Similarly, marketing has its own “operating sequence” or process called the Segmentation,Targeting and Positioning (STP) model.

In other words, solid marketing follows this sequence:

  1. Segment: Segment customer into meaningful groups (we’ll discuss later what makes a group meaningful.)
  2. Target: Select which segments (target audience) to serve.
  3. Position: Appeal to that target audience by owning a particular attribute.

Your positioning then affects how you:

  • Price
  • Promote
  • Distribute your service
  • Create services/products.

When you find a problem in this process, stop and address it. Because every step affects the next.

“Troubleshoot” your marketing plan by asking these questions:


  • Have you segmented your market in a meaningful way?
  • Tip: Demographics and geographic alone are not meaningful. Segment by needs. For example, you can segment by people who are willing to pay a premium vs. cheapskates who aren’t.


  • Have you targeted a specific audience?
  • Do you know who your competitors are for that target audience?


  • Have you chosen a single attribute to position yourself on? Example: You’re the fastest around. Or you have the most 5-star reviews in your area.
  • Tip: Positioning should help people answer, “Why should I choose you over a competitor?”

Now, stop.

If you DON’T have a proper positioning nailed down, you have no business trying to move further because positioning impacts everything else.

If you DO have a proper positioning, let’s look for your potential marketing problems at the next step of the sequence. Let’s move on to troubleshooting the 4 Ps:


  • What marketing tactics are you using?
  • How are those tactics performing individually?
  • Are those tactics putting out a consistent message across all channels?


  • Is your pricing simple?
  • Do people understand it?
  • Is it in line with your positioning? (“Premium” companies shouldn’t price like they’re aiming for the cheapskate audience).

Product (Service, in your case):

  • Are you delivering on the quality of service you’re promoting?

Place (Distribution):

  • Is your company easily found online?
  • Is your address information consistent on all listing websites? (Google My Business, Yelp, BBB, etc.)

Once you’ve pinpointed the problem, ask:

  • “What kind of budget do we have to address this problem?”
  • “Do we have the resources to address this problem?”

Example diagnosis

Let’s say your diagnostic has uncovered that you’ve positioned your company just fine, but you’ve determined that the problems lie in:

  • Promotion: The website is ugly and hard to use. The analytics show that your conversion rate is horrendous, and you’re not getting any leads.
  • Place. No one can find your business in Google.
  • Time: Summer starts in 2 months! Meaning you need to quickly prepare to capture the influx of leads. But you don’t have time for a full website redesign. And doing SEO would take too long to work in a single month.

Diagnosis summary: You have a Promotion + Place + Time problem.

Solving this problem begins with creating a guiding policy.

Step 2: Create a guiding policy that deals with the challenge

The guiding policy is an overall approach chosen to cope with or overcome the obstacles identified in the diagnosis. It’s “guiding” because it channels your efforts in the right direction without exactly telling you what to do.

A good guiding policy restricts your actions to a smaller “set” of possible actions. That is, it helps you focus on the critical few, not the insignificant many.

And limiting your options is good for HVAC companies with a limited budget (that is, everyone).

Example guiding policy

Let’s go back to our example diagnosis: you have a Promotion + Place + Time problem.

Therefore, your guiding policy should be something like: “Choose promotional channels that can be built/improved within 2 months and also helps the company be found online.”

That guiding policy limits your hundreds of options to a smaller set of tactics to choose from.

Which brings us to step 3.

Step 3: Choose a set of coherent actions and tactics

Finally, the part you’ve been waiting for: Where should you spend your time and money?

I can’t tell you. Not unless I diagnose your situation and create a guiding policy.

What I can tell you is that your set of tactics need to be “coherent.” That is, they should work well together and build off of each other. If you can’t elaborate why a tactic fits within the guiding policy, you probably don’t need it.

Example set of tactics

Using our above guiding policy, I would, perhaps, recommend these tactics:

  • Set up dedicated landing pages (landing pages with no navigation) that target the “AC repair in (your location)” keyword.
  • Create Pay-Per-Click (PPC) ads and send send traffic to those landing pages.
  • Set up Google Analytics, Hotjar, NinjaCat and call tracking on those landing pages.

These actions fit within the guiding policy because:

  • Creating dedicated landing pages takes relatively little time compared to a website redesign.
  • PPC ads and the appropriate budget get you found right away (compared to SEO, which takes time to kick in)
  • Google Analytics, Hotjar, NinjaCat and call tracking let you see how your efforts are performing and help you know how to improve.

As you can see, this set of tactics work together to form a coherent HVAC marketing plan.

Do this next: Be honest

This all might sound difficult and time consuming.

Well, it is.

So be honest with yourself. Is your company equipped to diagnose, plan and execute a marketing plan? If not, call someone who can.

Rocket Media can help. We’ve been doing digital marketing for premium HVAC companies for over 13 years.

We have a full-service team that can handle web design, SEO, PPC and content writing. And most importantly, we perform a diagnostic first to determine which marketing tactics you actually need.

Contact us about our diagnostic.

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