7 Tips to Meet Your HVAC Company’s Goals

A new year means new responsibilities. You may be wondering how to reach your goals and embrace the year ahead. Get your HVAC business on the right track by following these tips for meeting your company’s goals.


Taking the time to write out your intentions will help you to stay organized and give you specific data to track to ensure you’re staying on the right path. When developing your plan, consider the following areas for improvement:

  • Sales
  • Profit (Net/Gross)
  • Service Calls
  • Installations
  • Manpower
  • Repeat Business

Whatever your intentions are, having a clear idea of where you’d like to improve will help you to achieve that goal.

1. Analysis

You need to have a way to track your progress and use analytics data to pivot your strategy when necessary. Tracking things like your financial statements, ratios, and new service agreements will help you better understand your business. 3C Connect offers HVAC professionals a great way to manage scheduling, track inventory, and oversee their budgets all in one seamless software solution.

Read about the best HVAC software »

2. Marketing

Your business can’t grow if nobody knows about it. Having an effective marketing strategy is one of the best ways to grow your client base and access new service areas. If you have the budget, using a professional agency can dramatically increase conversions for your service. Marketing doesn’t always have to mean televised advertising: digital advertising, radio spots, and magazine and newspaper ads are all great ways to access new customers without breaking the bank.  

3. Social Media

Living in the digital age means you need to have a social media presence to stay relevant. By leveraging both paid and organic social content strategies, you can make sure your company is staying top-of-mind for your target audience with virtually no effort on your part. If you don’t have a social guru on your HVAC team, consider asking your marketing agency if they can offer this service as well.

4. Recruiting

As your business expands, you need to have the manpower to support the increased demand for your service. Be on the lookout for emerging talent in your area by attending job fairs and speaking to HVAC program students about their career potential after graduation.

5. Appreciation

Showing your customers some love will set you apart from the crowd. Consider offering discounted rates to new clients or running season specials to increase service appointments. And don’t forget about your team members either: Employee appreciation is one of the most important aspects of running a business. When you give your employees a workplace to love, you’re creating a legacy that will draw future employees to your business for years to come.

6. Participation

Being active in your community is a great way to show your customers that you’re more than just a company. You’re a member of their social network and an active supporter of the community in which you live. Find ways to participate in local events or engage in social outreach to show your neighbors that you care about more than just their heating and air conditioning needs.

7. Keep It Up!

With your strategy in-hand, this year is sure to be the best year yet for your HVAC company. Keep track of your progress seamlessly with 3C Connect’s software solutions built by HVAC professionals, for HVAC professionals. Use an app for easy scheduling; manage your parts inventory and never be out-of-stock; and track payments coming in and going out—all with one platform.

Make this year count by planning ahead and staying organized. Contact 3C Connect for a free demo today.

Want more tips? Read our post about must-have HVAC tools »

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