HVAC snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the snapshot and brand it for an HVAC shop

Load the snapshot and make every message sound like the HVAC company.

In the agency view, go to Sub-Accounts and choose Load Snapshot on the HVAC client's account
Go to Settings > Business Profile and set the name, address and time zone
Go to Settings > Custom Values and fill in business details and service area
Set the tune-up, reactivation and referral offers in Custom Values
Go to Settings > Email Services and verify a sending domain

Settings → Custom Values

Lesson 2 of 6

Make sure every web lead and missed call gets an instant reply and emergencies get called first.

Go to Sites > Forms > Builder and confirm the Issue Urgency, System Type and System Age questions
Embed the form on the website and add the SMS consent checkbox
Go to Automation > Workflows, open 02 Missed Call and point the alert at the dispatcher
Open 01 New Lead and confirm the URGENT reply instruction and team alert
Test by calling the business number and hanging up, then publish both workflows

Workflow 02 · Missed Call Text-Back

Lesson 3 of 6

Fill the tech schedule and keep techs from driving to empty houses.

Calendars

Lesson 4 of 6

Follow up on every replacement estimate until it's won or lost.

Go to Opportunities > Pipelines and review the Sales Pipeline stages
Move a test deal to Estimate Sent and confirm workflow 07 starts
Update workflow 07's email to mention the rebates and financing you actually offer
Review workflow 18 so stale estimates alert the owner after 7 days
Train comfort advisors to mark deals Won or Lost the same day

Opportunities → Pipelines

Lesson 5 of 6

Turn service calls into reviews and past customers into booked tune-ups.

Go to Reputation > Settings and paste the Google review link into the review_link custom value
Open workflow 11 and confirm 4-5 star ratings go to Google and 1-3 star ratings alert the owner
Import past customers under Contacts > Import with their last tune-up dates
Open workflow 14 and launch the reactivation offer to a small batch first
Check replies in Conversations and book them right away

Reputation

Lesson 6 of 6

Go live and use the Maintenance Plan Enrollment campaign to build recurring revenue.

Run a full test: form, booking, missed call and reply
Go to Contacts and build a smart list of customers who are not plan members
Open workflow 21 Maintenance Plan Enrollment and confirm the trigger and plan details in the copy
Add the trigger to completed jobs so every new customer gets the invitation
Launch a batch campaign each spring and fall and track enrollments on the Dashboard

Automation → Workflows

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.