Welcome to your visual command center for a small HVAC, air duct, and vent cleaning company.
🎯 Frontend: Customer Acquisition
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📈
Build Your Pipeline
Attract and convert customers with local SEO, reviews, and safety-driven offers.
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Marketing & Lead Generation
What's inside:
- Google Business Profile and local SEO
- Email and SMS nurture for duct, dryer, bath exhaust, HVAC tune‑ups
- Property manager and Airbnb host programs
- Referral playbooks
Sales & Conversion
What's inside:
- Phone and text intake scripts
- Good/Better/Best bundles and pricing framework
- Follow‑up cadences and objection handling
⚙️ Backend: Operations & Growth
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🔧
Deliver Excellence
Consistent, clean, photo‑documented service with fast callbacks.
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Operations & Service Delivery
What's inside:
- Route planning and scheduling
- On‑site SOPs for ducts, dryer vents, bath exhaust
- Photo documentation and QC checklists
- Rental and Airbnb programs
Growth & KPIs
What's inside:
- KPI blueprint and weekly review
- Maintenance plans
- Training and expansion roadmap
🎯 Quick Action Center
🔥 First 10 Steps
- [ ] Claim and optimize Google Business Profile
- [ ] Add service pages: ducts, dryer vents, bath exhaust, HVAC tune‑ups
- [ ] Set up lead forms and call tracking
- [ ] Create review request templates with links/QRs
- [ ] Build Good/Better/Best bundles and prices
- [ ] Prepare on‑site photo documentation checklist
- [ ] Load SMS and email sequences
- [ ] Define route‑day pricing rules
- [ ] Draft landlord and Airbnb one‑pagers
- [ ] Pick weekly KPI review time
📈 Success Metrics
- Leads per week by service line
- Booking rate from calls/forms
- Average ticket and add‑on rate
- Reviews per week and average rating
- First‑visit resolution and callback rate
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📘
<strong>How to Use This</strong>
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Start with Marketing and Sales to fill the schedule.
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Implement the Operations SOPs to reduce callbacks.
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Review KPIs weekly and run one improvement each month.
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