Maintenance plan marketing that brings furnace customers back every year

Who this service is for

It fits furnace and heating companies that:

• have installed or serviced hundreds of homes but have few customers on any recurring arrangement
• see repair calls cluster in the coldest weeks and tune-up requests arrive at random
• want a revenue line that doesn't depend on the next cold snap

If you already run a plan, we start with what you have: sign-up rate per technician visit, renewal rate, and how members are reminded.

What's included

Offer shaping

We review your plan the way a homeowner would. Is it clear what's included? Is the value obvious next to a single paid tune-up? Does it mention cooling equipment if you service it? We suggest structure and wording, and you decide the prices and terms.

A plain-language plan page

One page that explains the plan in under a minute of reading: what's included, how visits are booked, how renewal works, and how to cancel. Clear cancellation terms build trust and reduce disputes later. Any efficiency or savings claims must be ones you can back up, since the Competition Bureau treats unsupported claims as potentially misleading.

Point-of-sale materials

Short talking points and a leave-behind for technicians and installers, so the plan is offered on every visit in the same words. A plan offered "when the tech remembers" sells far less than one offered every time.

Consent-based renewals and reminders

Renewal and tune-up reminders go out by email or text only to members who agreed to receive them, with sender details and an opt-out on every message, as CASL requires. We time reminders to steer visits into your slower months.

A worked example

Say you install 250 furnaces a year and offer a plan on every install. If 30% sign up, that's 75 new members a year. If 70% renew each year, by the end of year three you'd have about 75 members from the newest group, 52 still renewing from year two and 37 from year one: roughly 164 members, before counting anyone who joins after a repair call.

If each member gets two visits a year, that's about 330 scheduled visits you can place mostly in spring and early fall. Those are visits that fill quiet weeks instead of competing with emergency calls. Plug in your own sign-up and renewal rates; the shape of the curve is what matters.

Timeline

1. Weeks 1–2: review the current plan, past sign-up data and how consent was collected.
2. Weeks 3–4: plan page, talking points and leave-behind ready.
3. Weeks 4–6: reminder and renewal sequences built and tested.
4. Ongoing: monthly sign-up reporting; renewal reporting once the first members come due.

How we measure results

• plan sign-ups per month, and per 100 installs or service visits
• renewal rate by yearly cohort
• tune-ups booked in your designated slow weeks
• share of members who later buy a replacement or a cooling system from you

Mistakes we help you avoid

• Hiding the cancellation terms. It wins a few sign-ups and loses trust.
• Sending reminders without consent records. It's a legal risk and annoys the people you most want to keep.
• Booking tune-ups whenever members ask. Steer them, politely, into your quieter weeks.
• Treating the plan as a discount club. Lead with priority service and peace of mind, not just a lower price.

See how plans fit a full year in our guide on smoothing the furnace revenue curve, compare the other services, see what's included in each pricing plan, or call, text or email to start a free 7-day review.