
The short answer
At ACE, we build this as one system. We use intent data to find homeowners in your service area who are researching AC repair, furnace replacement or HVAC contractors right now. Then we reach them by mail, text, email and ads with an offer: a real gift card for watching a short video about your company, and a bigger one for booking a tune-up or estimate. You pay for rewards only when someone actually takes the step.
Why the slow season hurts so much
Most HVAC work shows up on its own in July and January. A system breaks, the homeowner panics, and your phone rings. That demand fades in spring and fall. The weather is mild, nothing is broken, and nobody is thinking about their furnace.
The trouble is that your costs don't fade. Techs still need hours. Trucks still need payments. So the slow season becomes a scramble for any work at all.
Three things usually go wrong:
- Marketing starts too late. By the time the board looks empty, it takes weeks for new campaigns to bring in calls.
- The pitch is the same as everyone's. "$79 tune-up special" flyers look like every other company's flyer.
- Past customers get ignored. The people most likely to book again are sitting in your software, and nobody calls them.
Step 1: Plan the slow season before it arrives
Treat spring and fall as their own campaigns with their own goals. Here's a simple way to set one up:
- Pick the job you want. Tune-ups, maintenance plan sign-ups, duct cleaning, indoor air quality checks, or replacement estimates on older systems. One clear goal per campaign works best.
- Set a number. For example, "fill 40 open tune-up slots in March." A number tells you how many people you need to reach.
- Start early. An ACE gift card campaign usually takes 2 to 3 weeks to launch, mostly to record your video. Build it while you're still busy, then turn it on when calls start to slow.
- Decide who answers. Pick the person who will call new bookings back the same day. Without that, the rest doesn't matter.
Step 2: Find homeowners who are already in market
Even in mild weather, some homeowners are thinking about their system. Their AC struggled last summer. Their furnace is 15 years old. They just bought a house and don't know when it was last serviced. The goal is to find those people, not mail the whole zip code.
- Intent data. We find homeowners in your area who are actively researching HVAC repair, replacement or service. Each one gets scored high, medium or low intent, and we drop the low ones. Lists can refresh daily, so you're reaching people while they're still looking.
- Website visitors. Many people visit your site and leave without calling. A small pixel on your site can identify many of those website visitors, so you can follow up with someone who already showed interest.
- List cleaning. Before anything goes out, we scrub phones against Do Not Call lists and verify phones and emails. You only pay to reach real, reachable people.
- Enrichment. We can add details like home age or homeowner status, up to 600 data points, so your offer fits the house. A replacement offer makes sense for a 20-year-old home. A tune-up offer fits almost anyone.
Step 3: Reach them in more than one way
One flyer rarely does the job. Most campaigns mix channels so the offer shows up more than once, in more than one place.
- Direct mail. Each mailer carries a unique code tied to that address. It reaches every home on the list, including gated and no-soliciting neighborhoods.
- Text and email. Sent from your own accounts, after you approve the contacts and the message, so it comes from your company's name.
- Ringless voicemail. A short message from you, left without the phone ringing.
- Ads. Meta, Google and retargeting ads keep your name in front of people who saw the offer but didn't act yet. For established businesses that qualify, you fund the ad spend up front.
- Door hangers and techs. When a tech finishes a job, they can leave a card with the neighbors.
Texting, calling and emailing homeowners all come with rules (TCPA, Do Not Call and CAN-SPAM, among others). We review outreach with each business, and you should check with your own attorney before you launch.
Step 4: Give them a reason to book now
In the slow season, nothing is broken. So "call us when you need us" doesn't work. You need a reason to act today. That's where a small reward ladder helps:
- Watch. The homeowner enters their code and watches a 60-second video. You introduce your company, explain what a tune-up checks, and show why spring or fall is the best time to do it.
- Earn. When they've watched enough, a real gift card unlocks, for example $20 from Amazon or Starbucks. The video can't be skipped and sound has to be on.
- Book. A bigger reward unlocks when they book a tune-up or estimate, for example another $30.
- Show up. The bonus is paid once the visit happens, not just when it's scheduled.
Phone verification stops anyone from claiming twice. You pay only when someone completes the action. If nobody acts, you pay no rewards. You can see more about how it works on our site.
A good slow-season video does three things. It shows a real face from your company. It names one problem the homeowner might not know they have, like a dirty coil that raises their power bill. And it makes booking easy.
Step 5: Wake up the customers you already have
Your past customers already trust you. In a slow month, they're often the fastest way to fill the board.
- Maintenance plan reminders. Reach every plan member before the season and get their visit on the calendar early.
- Past repair customers. Someone who called for a repair two years ago is a strong fit for a tune-up offer now.
- Old estimates. Homeowners who got a replacement quote and never decided are worth another look. Prices, rebates or their old system may have changed.
- Referral rewards. A happy customer can send the gift to a neighbor. Both get rewarded when the friend activates. It's a simple referral program that only pays when it works.
- Reviews. After a visit, ask for an honest review. The review is never required and never rewarded.
Step 6: Call fast and follow up
A homeowner who just watched your video and booked is ready to talk. Treat that lead like gold.
- Call within minutes. We write a call script for this moment. The homeowner already knows your name and your story.
- Follow up automatically. People who watched but didn't book get a reminder by text, email or ad that their reward is still waiting. They have 30 days to claim a reward after it unlocks.
- Upsell with care. A tune-up visit is a chance to spot a failing part or an old system. Note it, quote it, and follow up. Don't push.
The same approach works in other trades too. It's how we run post-storm roofing campaigns, and we've used it across many fields. You can see how it fits your industry on our site.
What we've seen
- Engagement of about 5% to 28%. Across our direct mail and digital campaigns, that's the range of people who engaged with the offer. Traditional mail usually lands much lower.
- Sign-ups win. Across campaigns, sign-ups and opt-ins have been the best-performing action. A maintenance plan sign-up fits that pattern well.
- Strong with door-to-door. Our offers have done well alongside door knocking, because the conversation keeps going after the rep leaves.
These are past results, not a promise. Your market, offer and follow-up speed all change the numbers.
When this isn't the right fit
- You can't call back quickly. The reward gets attention. If nobody calls for two days, the lead goes cold.
- You won't record a short video. The video is the heart of the offer. A phone and a few minutes are enough, and we write the script.
- You need work this week. Campaigns usually take 2 to 3 weeks to launch and run at least 2 weeks. Start before the slow season, not in the middle of it.
- Your schedule is already full. If you're booked out, more demand won't help until you add techs.
- You're outside the U.S. ACE only serves U.S. businesses.
Frequently asked questions
How do HVAC companies get more calls in the spring and fall?
Start marketing before the slow season, not during it. Reach homeowners who are already researching HVAC service, give them a reason to book a tune-up now, and contact your past customers first.
What's the best slow-season offer for an HVAC company?
Tune-ups and maintenance plans work well because almost every homeowner is a fit. Pairing the offer with a small, real reward for booking gives people a reason to act before anything breaks.
How can I find homeowners who need HVAC work right now?
Intent data shows which homeowners in your area are researching HVAC repair, replacement or contractors. We score them by intent, drop the weak ones, and clean the list against Do Not Call before you reach out.
Should I market to my past HVAC customers in the slow season?
Yes. Past customers already know and trust you, so they often book faster than new leads. Maintenance plan members, past repair customers and old estimates are good places to start.
Is it legal to text or call homeowners about HVAC tune-ups?
It depends on how you got the contact and what consent you have. Rules like the TCPA, Do Not Call and CAN-SPAM all apply. We review outreach with each business, and you should check with your own attorney.
How long does it take to launch a slow-season HVAC campaign?
An ACE campaign usually takes 2 to 3 weeks to launch, mostly to record your short video. Plan to build it while you're still busy so it's ready when calls slow down.
About the author
Jake Nicks is the founder of ACE (Actual Consumer Engagement), a customer acquisition firm in Frisco, Texas. He has 10 years in paid media and has directed more than $2 billion in ad spend. ACE's verified-action gift card technology is protected by U.S. Patent No. 11,847,634 B2.
See who's in market for HVAC in your area. On a free 15-minute call, we'll pull 50 homeowners in market for heating and cooling work in your area, live while you watch, scrubbed against Do Not Call lists. You keep the list. Claim your free 50