HVAC Snapshot

What’s included

• Website template
• Sales funnel template
• Claim-offer form
• Email campaign templates
• Custom automations
• Sales pipeline template
• Digital ad templates
• Social post templates
• Voice AI prompts

Quick setup

1. Create a sub-account using the HVAC Snapshot in Agency > Sub-Accounts.
2. Complete Business Profile with logo, address, hours, and branded domain.
3. Add staff users & calendars for estimates, service calls, and consultations.
4. Phone & A2P — buy a local number, set call forwarding, enable recording, register A2P.
5. Email sending domain — connect a dedicated sending sub-domain and verify DNS.
6. Connect socials & GBP — Facebook, Instagram, Google Business Profile, reviews.
7. Connect Stripe & products — add services, create proposals, invoices, and Tap-2-Pay.
8. Publish site & funnel — connect domain, enable chat widget, and test the full journey.

Automations & AI included

• Fast-5 new-lead nurture (SMS, email, voicemail drop) for offer claims
• Long-term nurture to revive old quotes and cold inquiries
• Missed-call text back plus live / SMS web chat widget
• Review requests, AI review replies, and auto social reposts
• Text-to-Pay & Tap-to-Pay from the mobile app for on-site jobs
• Voice AI agent prompts to answer FAQs and book HVAC appointments
• Bulk SMS & email for database reactivation and promo campaigns