OpsKit Vault

Core product

HVAC Tune-Up Campaign Kit

A seasonal outreach kit for HVAC companies with email templates, SMS reminders, customer scripts, campaign calendar, social posts, and lead tracker.

Best for

  • HVAC companies running spring, summer, or fall outreach
  • Office managers who need repeatable seasonal campaign steps
  • CSRs following up with past customers and open leads

Included files

What is included

  • 14-day AC tune-up campaign workflow
  • 30-day seasonal tune-up campaign workflow
  • AC tune-up email sequence
  • AC tune-up SMS sequence
  • Google Business Profile post templates
  • Facebook post templates
  • Customer reminder scripts
  • Before-heat-wave scheduling language
  • Fall heating tune-up sequence
  • Campaign calendar spreadsheet
  • Lead tracker spreadsheet
  • FAQ and disclaimer

Office rollout

How to use it

  1. Step 1Choose a 14-day or 30-day campaign workflow based on your office capacity.
  2. Step 2Customize timing, service area language, booking links, and office routing rules.
  3. Step 3Use the campaign calendar and lead tracker together so outreach and follow-up stay visible.

FAQ

Common questions

Is this just a set of scripts?

No. It includes campaign timing, channel guidance, spreadsheet trackers, social post templates, and office workflow instructions.

Can this be used in spring and fall?

Yes. It includes AC tune-up language and fall heating tune-up outreach language.

Does it promise campaign results?

No. It gives your office organized templates and workflow tools without making outcome promises.

Related tools

Use this with

Free HVAC starter workflow

HVAC Busy Season Lead Rescue Kit

A free starter workflow for HVAC offices that want cleaner follow-up during busy season, including scripts, a daily lead rescue workflow, a lead tracker, and a customization checklist.

Download Free HVAC Kit

Disclaimer

OpsKit Vault products are for general business organization and educational use only. They are not legal, tax, accounting, financial, insurance, HVAC technical, safety, licensing, or professional advice. You are responsible for adapting the materials to your business, jurisdiction, contracts, policies, licensing requirements, and professional standards.