Email outreach and CRM for HVAC and plumbing companies
Emergency calls come on their own. Maintenance agreements with local businesses smooth out the slow months, and they're won with a short, well-timed email and a reliable follow-up.
Who you're usually writing to
Restaurants, clinics, offices, retail stores and property managers who need heating, cooling and plumbing looked after.
Sound familiar?
- Work swings between swamped and slow with the seasons.
- Maintenance quotes go out and nobody follows up.
- Customer history lives in a technician's head.
An outreach routine that works for HVAC and plumbing companies
Email before the season turns
Offer furnace checks in early autumn and AC servicing in spring, when owners are thinking about it.
Lead with downtime, not equipment
A restaurant cares that the kitchen stays open. Talk about avoiding a breakdown during service.
Turn one-off calls into agreements
After an emergency call, follow up a week later with a maintenance plan offer while it's fresh.
Example first email
An example to adapt, not a script. Words in {{double braces}} are filled in for each contact, with the fallback after the bar.
Subject: Heating check before winter at {{company | your business}}
Hi {{first_name | there}},
We service heating and cooling for local businesses in the area. Most breakdowns we see in January could have been caught with a check in the fall.
We have openings for maintenance visits over the next few weeks. Would you like me to send our price for a check and filter change?Follow-up, a few days later
Hi {{first_name | there}}, just checking in on the fall maintenance visit. Openings are filling up, so let me know if you'd like one.
Tips
- Write one sequence per season and switch them on at the right time.
- Log each site's equipment in the contact notes.
- Ask happy customers for a referral right after a fix.
How Montegra Reach fits in
Keep your contacts in one place, send short sequences from your own mailbox at sensible hours, see every reply in one inbox and move deals through a simple pipeline. The AI can draft emails and replies from a sentence, using only what you tell it about your business. $0 for 30 days, then from $49 CAD a month.
Start freeGuides
- How to write a cold email people actually reply to
- How many follow-up emails to send (and when)
- CASL and cold email in Canada: a plain-language guide
- CAN-SPAM checklist for B2B email