HVAC Business Plan Template [Updated 2023]

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VI. Marketing Plan


You can download our Business Plan Template (including a full, customizable financial model) to your computer here.
[Company Name] seeks to position itself as a high-quality HVAC contractor in the industry. Consumers can expect to receive high-quality HVAC services from skilled contractors in [location] who are trained and certified.

The [Company Name] Brand

The [Company Name] brand will focus on the Company’s unique value proposition:

  • Complete list of HVAC services
  • Highly trained and capable staff
  • Affordable pricing
  • Excellent customer service

Promotions Strategy

[Company Name] expects its target market to be family households located within a 20-mile radius of its location. [The Company’s] promotion strategy to reach these individuals includes:

Social Media
[Company Name] will invest heavily in a social media advertising campaign. The company will hire a brand manager to develop the company’s social media accounts and invest in ads on all social media accounts. It will use targeted marketing to appeal to the target demographics.

Major Publications
We will also invest in advertising in selected larger publications until we have achieved significant brand awareness. We will also air commercials that will broadcast during peak TV times.

Website/SEO
[Company Name] will invest heavily in developing a professional website that displays all of the services the company will be able to provide. It will also invest heavily in SEO so that the brand’s website will appear at the top of search engine results.

Community Events
The company will have tables and booths set up at local community events to hand out free flyers, brochures, and other promotional materials to get the word out about the new company.

Commuter Advertising
We will drive attention toward [Company Name] by renting billboard ad spaces along routes or highways that hold heavy traffic. Advertising on heavily traveled commute routes is an opportunity to alert large numbers of residents to our opening.

Client Referral Programs
[Company Name] will create a client referral program that gives discounts to existing clients for every successful referral.

Pricing Strategy

[Company Name]’s pricing will be moderate, so customers feel they receive great value when working with us. Our customers can expect to receive quality HVAC services at a more affordable price than what they pay for larger local HVAC businesses.

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