Residential Heating and Cooling Articles
Let ContractorHalo guide you through the complicated world of marketing with our curated selection of articles. With topics ranging from developing a winning HVAC customer retention strategy to loyalty marketing programs, you are sure to find answers you may have as a Comfort Advisor or a residential heating and cooling company team member.
A leading force in the Automated Marketing industry for over 50 years, Halo Programs shares their insight into the HVAC Contractor business in order to help 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 residential HVAC industry 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!

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ContractorHalo Articles & Blogs
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How to Boost Customer Retention in The HVAC Industry Using CRM Software
Customer retention is essential for HVAC businesses looking to thrive in a competitive market. By adopting CRM software for HVAC, contractors can strengthen their relationships with clients and improve their overall service. In this post, we will explore the advantages of using CRM systems for HVAC businesses and how it can help you retain customers while…
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How the Right CRM Can Boost Client Satisfaction for HVAC Comfort Advisors
In today’s fast-paced HVAC industry, Comfort Advisors are constantly balancing client consultations, project management, scheduling, and follow-ups—all while delivering a top-notch customer experience. Efficiency and client satisfaction aren’t just important—they’re essential for growing your HVAC business and standing out in a competitive market. But how can you keep up with increasing demands without drowning in…
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Must-Have Sales CRM Features for HVAC Comfort Advisors
HVAC comfort advisors face a unique set of challenges when it comes to managing customer relationships. Unlike traditional businesses, HVAC teams must juggle multiple service calls, estimate requests, follow-up communications, coordination with field staff, and complex installation schedules—all while maintaining top-tier customer service. That’s why choosing the best CRM for HVAC is not just a…
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How Marketing Automation Can Help Your Business Grow and Work More Efficiently
Imagine running your marketing on autopilot while getting better results. Marketing automation makes it possible, transforming how businesses operate. What is Marketing Automation? Marketing automation refers to software platforms and technologies designed to streamline, automate, and measure marketing tasks. From email campaigns to automatically staying in touch with clients before, during, and after the deal…
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Why Integration Matters: Seamlessly Connecting Halo Programs with Your Existing Systems
In today’s digital world, businesses need powerful tools that work together seamlessly. Halo Programs is leading the way in this integration revolution, offering specialized marketing automation solutions designed to strengthen customer relationships across various industries. With dedicated platforms like MortgageHalo, RealEstateHalo, and ContractorHalo, businesses in these industries can use automated marketing capabilities tailored to their…
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Improving Client Retention: How Halo Programs Ensure Repeat Business
Client retention is crucial for sustainable business growth. The ability to keep customers coming back directly affects your revenue, reputation, and market position. Studies show that retaining existing clients costs 5 times less than acquiring new ones, making it essential for businesses aiming for long-term success. Halo Programs is a game-changing solution for client retention….
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Email Marketing Automation: A Powerful Tool for Residential HVAC Contractors
Introduction Communication happens instantly in today’s digital age, and consumer expectations are higher than ever. Staying connected with clients is crucial for any business, especially for service-focused industries like residential HVAC (Heating, Ventilation, and Air Conditioning). One effective and efficient way for HVAC contractors to maintain regular communication is through email marketing automation—a tool that…
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Creating a Goal-Driven Team: Best CRM for Contractors
HVAC sales professionals face unique challenges in today’s selling environment. Customers are now savvy and well-researched, often comparing dozens of options online before contacting an HVAC company. To stand out, your sales team needs a positive attitude, an ability to pick up on verbal cues, and most importantly, a sales strategy driven by established goals….
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Tech Entrepreneur Marc Mandt Takes on Another New Challenge as the CTO at Halo Programs
WALLED LAKE, Mich.–(BUSINESS WIRE)–For more than 50 years, Halo Programs has provided valuable industry-specific automated marketing to mortgage, real estate companies, and HVAC contractors, with tools designed to generate low-cost, high-yield customer leads. Over the last 10 years, the company has developed 3 industry-specific CRM solutions. It has taken another big step by promoting tech…
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Effective Contractor Marketing Strategies: Boost Your Local Presence
Contractor marketing extends beyond your online visibility and local advertising. Engaging with your local community can be a powerful way to promote your business. Wondering how to kickstart your local contractor marketing strategy? Here are some valuable tips: 1. Sponsor Local Events: Identify events in your community seeking sponsors. Partner with events that attract your…
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Developing a Winning HVAC Customer Retention Strategy
Most CMOs explore outside their scope in search of sales when their greatest revenue source is waiting right at their doorstep. Customer retention rates that are increased by a mere 5% raise profits by between 25% and 95%. This applies to all industries, but HVAC customer retention generates profits per customer that soar high above…
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How to Propel Your Small Business With Radius Marketing
Marketing to your existing customers and using marketing to expand is obviously important for any small business. Radius marketing, which targets people around a certain address, could be just what your company needs. Keep reading to learn more about this style of marketing and how it can help you retain your current customers and find…










