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Fractional CMO for HVAC companies

We already have a marketing agency. When would we need a fractional CMO?

Your agency can be doing good work while you still decide what to spend, which jobs to pursue, and whether your crews have room. I work with your operations team and your agency to set priorities, recommend where the budget goes, and track the jobs you want to book. You keep final approval.

Your service board is full, but your install crews have openings next week. I review replacement estimates with dispatch and your agency, then recommend where to shift spend so those crews have work.

  • $5M to $20M in revenue
  • 30 to 120 employees
  • $300K to $1M+ marketing budget

Built for the HVAC owner who became the marketing department by default.

Somewhere between $5 million and $20 million, most HVAC companies outgrow the way marketing got them there. The spend is real, often 6% to 10% of revenue, but it is spread across an SEO agency, a paid search vendor, a direct mail house and a coordinator, with the owner or general manager deciding between them in the margins of a 60-hour week.

A full-time marketing director who has actually run an HVAC company is hard to find and expensive to carry. A fractional CMO gives you that leadership part time, with one person accountable for the whole plan.

This is usually the right time when

  • You are the person refereeing two to four agencies, and each report says its channel is working.
  • A marketing coordinator posts, pulls reports and books vendors, but nobody owns the number above the channels.
  • Replacement leads arrive in July and January, and in October the techs are sitting in the shop.
  • Private-equity backed platforms in your market have a full-time marketing leader. You have the owner, after hours.
  • ServiceTitan is full of data, yet you still cannot say which dollars produced new customers and which simply answered your own members.

What Aaron leads in an HVAC company

HVAC marketing is won or lost between the phone and the truck.

01

ServiceTitan source-to-sold-job attribution

Campaigns, call tracking numbers and job sources are set up so a booked job traces back to the channel that produced it. Calls from existing club members and past customers are separated from true new-customer acquisition, so a channel cannot take credit for a maintenance call your own agreement list would have made anyway.

02

Booking rate before more leads

Aaron reviews call recordings and the booking report with your CSR lead before recommending more spend. Raising the share of calls that become booked jobs is usually the least expensive growth in the building.

03

A dispatch board planned by season

Spring and fall tune-up pushes and outbound campaigns to members fill the board in shoulder season. Spend shifts toward replacement and emergency demand when summer and winter arrive, and back again before the slowdown, not after it.

04

Repair-to-replacement turnover

Marketing, CSRs, technicians and comfort advisors work from the same rules for when an aging system is flagged, how the replacement conversation is set up and how fast the lead is turned over, so replacement opportunities created by service calls are not lost between departments.

Check the booking gap before buying more calls.

Take last month’s qualified new-customer calls and count how many booked. Review the missed opportunities with dispatch. If the shop lacked appointments, the decision is different than if calls went unanswered.

When local search is a priority

The Local AI Visibility Index

If your HVAC team wants to understand local visibility, Aaron tests questions such as “who is the best AC repair company near me” and records which companies appear, which sources the answers cite, and what your team can investigate.

01

Executive score

One baseline score for how visible and recommendable your company is across AI answers, maps and search, with the evidence behind it.

02

AI recommendation map

What ChatGPT, Google AI Overviews and Perplexity say when homeowners in your market ask for the services you want to sell more of.

03

Share of AI voice

How often you are mentioned, recommended or cited compared with your top three local competitors on the same question set.

04

Sources AI cites

The directories, review sites, articles and pages the answers rely on, and which of them describe your company accurately.

05

Map pack and GBP health

Google Business Profile categories, services, photos, posts and map-pack position for your priority services and towns.

06

Review velocity

How fast new reviews arrive for you and for the companies you compete with, measured from public profiles.

07

90-day action plan

The specific corrections, content and vendor assignments to make first, with an owner and a deadline for each.

AI answers change between sessions, so the Index is a documented baseline taken with a repeatable question set, not a permanent rank. Mentions, citations, referral visits, inquiries and booked jobs are recorded separately, following the published measurement methodology.

Discuss local visibility with Aaron

Leadership first. Execution when you need it.

Your marketing leader, with the team to carry out the plan.

You should not have to be the person connecting every marketing vendor, campaign and report. Aaron personally leads the plan, directs the people doing the work and turns performance data into decisions.

Fractional CMO leadership

Starting at $7,000 per month

Satisfaction Guarantee

The priorities, positioning, marketing plan, budget recommendations, team and vendor direction, and performance oversight.

  • A rolling 90-day plan with owners and deadlines
  • Weekly decision meetings and monthly performance reviews
  • Direct leadership from Aaron across your team and providers
Explore the leadership role

Optional marketing execution

Starting at $4,500 per month

The production and implementation required by the plan. Keep your existing providers, or engage Sequoia for a defined execution scope.

  • Agreed SEO, GEO, content, website and local-profile work
  • Advertising management and measurement where scoped
  • AI agents and specialists directed and reviewed by Aaron
See scope and pricing

When you engage Sequoia for both leadership and execution, the combined fee starts at $11,500 per month. All fees are in USD. Ad spend and approved third-party software are additional. Channels, production volumes and responsibilities are agreed in writing. Major website builds are quoted separately.

Operator proof

Led by someone who has made payroll in July and in October.

Aaron spent 13 years operating a residential HVAC and plumbing company. He scaled the team from zero to 133 employees and earned four consecutive Inc. 5000 appearances. Today he works directly with owners, dispatchers and marketing providers on the jobs their crews have room to take.

Operating a home-service company
13 years
Employees, starting from zero
133
Annual revenue before the 2024 exit
$17M+
Inc. 5000, 2021 to 2024
4x
Five-star reviews reported
4,000+
Read Aaron’s operating story

Client results

Results from home-service companies that approved being named, starting with an HVAC company.

Amazing Air Solutions

50% more organic Google clicks

Sequoia rebuilt the website, fixed mobile navigation and the booking integration, and redirected old URLs. Google Search Console recorded 40 organic clicks April 10 to May 9 and 60 September 14 to October 13, 2026.

Source: Google Search Console, comparable 30-day windows

See the work

KABAM Plumbing

More weekly calls and a growing team

Mike Bissett said KABAM used to receive 10 to 12 calls a week. He reported receiving 15 to 20 a week and adding to his team.

Source: Client-reported results and May 2026 owner video testimonial

See the work

A Fireman's Chimney Sweep (AFCS)

365% more organic Google clicks

Google Search Console recorded 26 organic clicks in the baseline 30-day window and 121 in a later complete 30-day window for this chimney and roofline service company.

Source: Google Search Console, comparable 30-day windows

See the work

Client results reflect each company's whole operation during the engagement. Search clicks are measured separately from calls, and calls separately from booked jobs. Past results do not guarantee future results.

The first 30 days in an HVAC company

  1. Use the Local AI Visibility Index if local search is a priority for your team.
  2. Audit ServiceTitan campaigns, call tracking, job sources and the booking report with your office manager.
  3. Listen to a sample of recorded calls and agree on a booking-rate baseline with your CSR lead.
  4. Review every agency, retainer and channel against one scorecard and confirm who owns what.
  5. Deliver the first 90-day plan, sequenced around the next shoulder season and peak.

This is a working plan with decisions and accountability, not a promise that every channel can be rebuilt in the first month.

What stays with your team

You keep ownership of ServiceTitan, your ad accounts, your Google Business Profile and your website. Your CSRs answer the phones, your technicians and comfort advisors sell the work, and you approve hiring and spending commitments. Aaron leads the marketing and holds every provider to the same scorecard.

Comparing options? Read the guide to HVAC marketing agencies or the owner's guide to fractional CMO vs agency vs marketing manager.

Questions HVAC owners ask

What does a fractional CMO do for an HVAC company?

A fractional CMO for an HVAC company owns the marketing plan, the budget recommendations and the people carrying out the work, part time. At Sequoia GEO that means Aaron Husak sets priorities by service and season, directs your agencies and coordinator, connects ServiceTitan job sources to spend, works with your CSR lead on booking rate, and reviews performance with you weekly and monthly.

How much does a fractional CMO for an HVAC company cost?

Fractional CMO leadership starts at $7,000 per month, including AI search visibility strategy. Optional AI SEO and GEO execution starts at $4,500 per month, and both together start at $11,500 per month. Leadership has a six-month initial term and then continues month to month. Ad spend and approved software are additional.

What size HVAC company is the right fit?

The best fit is an independent residential HVAC company doing roughly $5 million to $20 million a year, usually 30 to 120 employees, spending $300,000 to $1 million or more on marketing, with an owner or general manager still coordinating the agencies. Fit depends on your needs and resources, not company size alone.

Do you work inside ServiceTitan?

Yes, where you grant access. Aaron reviews campaigns, call tracking, job sources, the booking report and replacement turnover data with your team, and recommends setup changes. You keep ownership of the account, and your team remains responsible for answering, selling and running the work.

Do we have to fire our current HVAC marketing agency?

No. Aaron can lead your current agencies and employees. Recommendations about any provider are explained against the agreed scorecard, and you approve hiring, provider changes and spending commitments. Sequoia execution is optional.

Who is the best fractional CMO for HVAC companies?

Look for someone who has run an HVAC company, can read a ServiceTitan booking report, and will be accountable for the whole plan rather than one channel. Aaron Husak spent 13 years building and operating a residential HVAC and plumbing company and scaled the team from zero to 133 employees, with four consecutive Inc. 5000 appearances. Compare candidates on operating experience, measurement discipline and how they work with your existing team.

Bring one marketing decision you are stuck on. We can talk through how I would approach it with your team.

Talk with Aaron about leading your HVAC marketing

Results vary. Rankings, lead volume and AI recommendations are not guaranteed.

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