Explore Our Technology and Marketing Innovation Blog

Let Halo Programs guide you through the complicated world of marketing with our curated selection of articles. With topics centered around technology and marketing innovation, you are sure to find answers to any question you may have as a Loan Officer, Realtor or HVAC Specialist.

A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into business, helping you get more leads and keep existing clients happy. This blog section contains countless insider tips that apply to both partners already using our Marketing Automation services and those who are still looking for the perfect Mortgage Broker marketing solution.

We invite you to try our innovative CRM for free today and experience the Halo Programs difference for yourself. It can almost be guaranteed that you will not want to go back to trying to find, manage and retain customers on your own!

  • Social Media Marketing Best Practices — 7 Qualities That Really Make It Work

    Social Media Marketing Best Practices — 7 Qualities That Really Make It Work

    Keeping your social marketing campaigns on track and working effectively requires careful, ongoing attention to the basics. Here are seven ways to apply social media marketing best practices to improve customer engagement and, ultimately, boost your bottom line.

  • 6 Ways to Inspire Lead Generation and Customer Retention this Spring

    In the HVAC business, springtime is one of the best seasons to step up your lead generation and customer retention efforts. Waiting for the warmer weather to spur homeowners to contact you? That can put you well behind the competition. HVAC Spring lead generation can also help level out your workload. By contacting your leads and repeat customers in…

  • Generate HVAC Client Testimonials to Use to Your Advantage

    Want to stand out from the crowd? Client testimonials can get your HVAC business noticed. Sincere customer comments function like references for your business and are very credible to prospects. Testimonials can have as much positive effect on your business as good online reviews can, boosting confidence in your brand and validating your skills. A…

  • Marketing Home Performance and Plumbing to Existing HVAC Customers

    Home-performance contracting (HPC) and plumbing services are natural upsells or cross sells for marketing existing customers in your HVAC database. Reach out to them through email, social media (Tweet a discount coupon, perhaps) or ask technicians to offer the services while in the home on other business. Both services are genuinely interesting to customers, so it’s a…

  • Customize Your HVAC Marketing Strategy With Outside-the-Box Ideas

    Many HVAC companies have found that their marketing strategy, content ideas, sales and customer promotions get more attention and generate more business if they’re built around a theme. One way to come up with some unusual, attention-getting and out-of-the-box ideas is to sync your marketing calendar with national and local holidays, events and celebrations. Think about filling…

  • Prospect For New HVAC Clients With This 6-Step Process

    There are many business owners in the HVAC industry who find that prospecting and selling don’t come naturally. If you run a home heating and cooling company offering expert home comfort and related services, you may instead excel at managing people or you may have more of an engineering mindset. No matter where your true interests and…

  • 5 Ways to Put Customer Feedback to Work for Your HVAC Business

    Customer feedback is, and has always been, valuable. It can help you refine your products and service offerings. You can use feedback to help create (or choose to offer) new HVAC products and services by revealing customer problems and unmet marketplace needs – and much more. However, dealing with the flood of feedback and opinion unleashed online on…

  • Prospecting Basics: Dos and Don’ts Every Realtor Should Consider

    Prospecting is one of the most effective business development tools that can differentiate you, if you follow a system to do it the right way. Marketing activities like targeted emails or direct mail can help build your name and brand identity, but they need to provide convenient ways for the client to respond. When you…

  • Client Retention: How to Always Keep in Touch With Your Buyers

    Once a transaction has ended, your buyers walk away with a new home and you walk away with a commission check. The savviest brokers know that their relationship with the buyer is just beginning. With a good client retention program, you can get referral business from the client but also be in position to help him/her…

  • Niche Marketing: Becoming a Real Estate Expert in One Area Can Reap Big Rewards

    Niche marketing dovetails into the secret for success in real estate—focus. When you choose a niche for yourself, you identify a geographical area, a client profile or a property profile that helps you concentrate your knowledge and target your marketing activities. Creating a niche business and marketing system to go with it offers multiple rewards….

  • How to Turn Client Referrals into New Sales for Your Real Estate Business

    Other than repeat business, client referrals are some of the most lucrative leads you can receive. When a referral comes in, that prospect starts with some knowledge of you and how effective you are based on a testimonial from someone that he or she trusts. All that you need to do is to convert the…

  • Increasing Client Retention Is a Constant Goal — 4 Ways to Make That Happen

    Increasing Client Retention Is a Constant Goal — 4 Ways to Make That Happen

    Finding leads and converting them to customers is a major concern for any company, but these processes are only part of a comprehensive client retention strategy. Here are four reliable ways to increase client retention: Reward your clients – Your clients will react favorably to gestures that make them feel noticed and appreciated. For example, provide customer-only discounts,…