2022 Fall HVAC Campaign


Fill your schedule with Tune-Ups & Sell Service Agreements. 


Action Plan


  • Export list from CRM of all customers eligible for offer.

  • Text + Voicemail Drop + Manual Phone Call Sales Campaign

  • Call to Action : Book online and/or reply to text/call to book appointment.


2 custom texts, 1 voicemail + weekly pipeline reporting. Wrong numbers/ remove from list requests will be scrubbed in CRM.


Campaign Set Up: Existing Sunshine Partners $149 / New Partners $398

Cost Per Contact $0.20  

eg) list of 1000 = $200 (we recommend working with a list of customers that have had service in the last 12-18 months for higher conversion rate. For engaging with "old" customers, we have a "Reconnect Campaign" ask us for more details)

Inbound/Outbound Calling

Regular Sunshine Phone Rates.($1.95/minute) OR calls can be forwarded to Partners cell/office for internal handling.

 Outbound calls will only be initiated if a customer replies to text requesting a phone call

Incentive plan for Outbound Sales Rep: ​

  • $10 per tune up booked

  • $30 per service agreement sold*


*Don’t have service agreements? We can create one for you! Service Agreement Design & Set Up $199 each.