In the HVAC world, the most expensive customer is the "emergency" customer. They call you at 2:00 AM because their furnace died, they are stressed, and they are likely to shop for the lowest price among five different companies.
Conversely, the most profitable customer is the New Homeowner.
When someone buys a home, they inherit a mystery. They don't know when the filters were last changed, they don't know if the AC unit was serviced annually, and they are terrified of a $10,000 surprise repair in their first year. This is the "Golden Window"—a 90-day period where the homeowner is actively looking for local professionals to trust.
At Logiclify, we help HVAC companies move away from expensive, competitive "emergency" leads and toward a high-margin, automated "Recently Sold" strategy.
Traditional marketing involves sending postcards to every house in a zip code. It’s expensive, wasteful, and 95% of those people don't need you right now.
Data-driven automation allows you to be surgical. By monitoring "Recently Sold" data, you are only spending marketing dollars on people who:
Just moved into a new (to them) property.
Have a high intent to maintain their new investment.
Likely do not have a "preferred" HVAC technician in the area yet.
To build this, you don't need a massive marketing team; you need a smart automation stack. Here is how the pros at Logiclify architect this system:
The Data Provider: We use APIs like Attom Data or Estated. These services allow us to query specific zip codes for homes that have changed title in the last 24–48 hours.
The Orchestrator (Make.com): This is the heart of the operation. It watches the data provider for new entries and moves that data through your workflow.
The Direct Mail Partner: Services like Lob or PostGrid allow you to send a physical, high-quality postcard automatically via API. No trips to the post office required.
The CRM (Zoho CRM or GoHighLevel): This stores the lead so your office staff can follow up with an outbound call or a personalized email.
We don't just send a random postcard. We build a logic-based system that ensures high ROI.
Make.com runs a scheduled task every morning. It checks for any home sales in your service area. But we don't target everyone. We add a filter node. If the home was built after 2020, we skip it (the HVAC is likely still under builder warranty). If the home was built in 2012, we flag it—that unit is likely hitting its "critical wear" phase.
Once a lead passes the filter, the automation triggers three actions simultaneously:
Direct Mail: A "Welcome to the Neighborhood" postcard is sent. It features a QR code for a "New Homeowner System Audit."
Digital Sync: The homeowner’s address is synced to a Custom Audience in Meta (Facebook/Instagram). Now, when the homeowner scrolls their feed, they see an ad for your company.
CRM Entry: A task is created for your sales team to drop off a physical "New Resident" gift bag (branded filters, thermostat guides) if the property value is over a certain threshold.
To win the new homeowner, you cannot lead with a "Repair" offer. You must lead with Prevention and Peace of Mind.
We recommend the "HVAC Transition Audit." Instead of a "Tune-up," call it a "New Homeowner System Validation." Offer to come out, change the filters, record the serial numbers for their records, and provide a 10-point health report on the system. This positions you as a consultant rather than a repairman, making it easy to upsell a Maintenance Contract.
Google Local Services Ads (LSA) can cost anywhere from $50 to $150 per phone call. Many of those calls are for minor repairs or price-shopping.
With an automated "Recently Sold" system, your costs are predictable:
Data Lead Cost: ~$0.20 per record.
Automated Postcard: ~$0.85 (including postage).
Software Overhead: ~$100/month.
For every $200 spent, you can reach nearly 150 high-intent homeowners who are 100% likely to need HVAC services eventually. Closing just one maintenance contract from that 150 pays for the entire campaign for the month.
The HVAC industry is becoming more tech-reliant every day. The companies that will dominate the next decade are not the ones with the most trucks, but the ones with the best systems.
By implementing the "Recently Sold" advantage, you stop chasing the market and start positioning yourself where the market is going. You aren't waiting for the phone to ring; you are triggering the conversation the moment the keys hit the homeowner's hand.
At Logiclify, we specialize in connecting high-level real estate data to your HVAC business.
Want us to connect your CRM to Real Estate APIs and Direct Mail? Book a Strategy Session with our Lead Architect.