Close more jobs: agencies and tools for HVAC contractors
For HVAC contractors who want to close more jobs, this page lists 17 agencies and 11 tools on one page. The agencies sell coaching and sales training; Lemon Seed Marketing is the editor's pick. The tools are estimating tools, pricebook tools, AI sales coaching tools, marketing automation tools and CRMs.
No agency here publishes a starting price, so budget is a conversation. Replacement tickets run $8k to $14k and repairs $300 to $800, so one booked install covers a month of agency fees. Demand peaks in the first heat wave and the first cold snap; the shoulder months are when lead volume is bought.
Agencies 17editor's picks, then trade specialists, then published prices
Lufkin, TX, US. Brand strategy, vehicle wraps, podcasts.
US. Founder Kenny Chapman; technician performance and culture.
US. Operational and financial consulting, KPIs.
US. Formerly Success Group International; rebate program; mixed reviews on coach turnover.
US. Recommended past $1M revenue; coaches include Weldon Long, Drew Cameron, Gary Elekes.
NSW, AU. Founders Andy and Angela Smith ran Dr. DRiP Plumbing; coaching tradies since 2009.
St. Paul, MN, US. Paul, MN, US offering coaching and sales training for HVAC, plumbing and electrical. Member-owned; peer groups, training and systems.
AU. Industry Leader Advisory for trades and construction in Australia and New Zealand; 350+ tools and templates.
US. Founder Tersh Blissett; podcast and coaching.
US. Led by Joe Crisara (Contractor Selling); front-line sales training.
US. Recommended for $500K to multi-million companies; peer boards; rebates offset cost.
AU. Tradies Toolbox program with group coaching calls; for tradies and builders at roughly AUD 30k-50k+ monthly revenue.
UK. Trading name of The Trade Group Ltd; 7 Figure academies for boiler, renewables and construction firms.
Livingston, UK. Founder Daren Henderson built and exited his own trade business; Off The Tools programme.
BC, CA. 300+ contractor members managing $900M+ revenue; Vancouver-area roles listed.
US. Founder Tom Reber; podcast-led coaching for contractors.
Melbourne, VIC, AU. Mentoring packages described as exclusively for tradies; team of accountants, advisors and marketing strategists.
Tools 11editor's picks, then built for the trade, then published prices
In-home sales presentations, pricing and e-signature
Flat-rate pricebook content
FSM with built-in flat-rate pricing; Series B funded by contractors
AI coaching for in-person sales; $50M Series B led by SignalFire
Flat-rate pricing guides and tablet app
Freedom Plan $350/mo plus $200 setup
Texting, reviews and scheduling; Standard $45/mo; not trade-exclusive
Lead follow-up texting and reactivation campaigns; contact-only pricing
Estimating plus job management for contractors
Virtual ride-along recording for in-home sales; ~$70M ARR per Sacra
Field sales and door-to-door CRM
The guide
How to close more jobs as an HVAC contractor: what works in this trade, in what order, and what it costs.
Read the guideHow this list is built. Every listing names HVAC or all trades as a market and does work that answers "close more jobs". Order is editor's pick, then explicit trade coverage, then a published price, then name. Nobody pays to appear or to rank. The publisher's own product is labelled and gets no adjustment. Full methodology.