Four Quarters HVAC | 2026 Marketing Proposal

MARKETING PROPOSAL 2026

FOUR QUARTERS
HVAC

Commercial + Residential Growth Engine

South Jersey | Data-Driven | Multi-Channel

Prepared by
NEXOVATE
Launch
Q2 – April 2026
02

Executive Summary

Dual-funnel strategy: B2B contracts + high-volume residential
THE CHALLENGE

Legacy tactics, saturated market, no attribution

  • 40+ year competitors dominate with massive ad budgets
  • Google PPC CPAs unsustainable for 4 consecutive quarters
  • Fragmented brand across multiple domains / zero SEO history
  • No CRM integration — lost leads, no nurture
  • No cold calling infrastructure for commercial segment
OUR SOLUTION

Precision automation, financing-first creative, full attribution

  • LinkedIn Dripify automation + cold calling (B2B commercial)
  • TikTok/Facebook financing-led residential campaigns
  • SEO program: 2 blog posts/week + technical authority
  • Unified Call Rail + ServiceTitan + CRM data bridge
  • Website consolidation & conversion redesign
Target ROI: 6-8x incremental revenue in year 1
03

Commercial Funnel

LinkedIn Dripify + Sales Navigator + Outbound Cold Calling
TARGET AUDIENCE
  • Property management firms (multifamily, commercial RE)
  • General contractors & construction PMs
  • Facility managers & building owners
  • Real estate investors & developer networks
300-500

contacts per quarterly list

01 · Audience build
Sales Navigator hyper-targeting, 4 segmented lists/quarter
02 · Dripify sequences
7-touch campaign (connection → value msg → follow-up)
03 · Cold calling + CRM
Call Rail tracked calls + conversation intelligence, warm transfer to sales
04 · Data synergy
ServiceTitan export → marketing CRM retargeting & referrals
QUARTERLY THEMES

Q1 Energy‑efficient upgrades & incentives

Q2 Construction‑phase mechanical coordination

Q3 Facility preparedness & seasonal maintenance

Q4 Year-end budget utilization & tax smart planning

04

Residential Funnel

TikTok + Facebook | 0% Financing Campaigns
TikTok (3x/week)

Authentic iPhone-style vertical video, trending audio, deevid.ai enhanced production.

Offer: 0% financing from $59–$89/month. Seasonal urgency (Spring/Fall peaks).

Geo: South Jersey zip codes + homeowner interests.

Facebook / Instagram (3x/week)

Carousel ads, retargeting website visitors, customer testimonial reels.

Offer: Same financing + limited-time installation specials.

Retargeting: warm audiences + lookalikes from CRM data.

🌷 Spring
Beat the Rush – 0% financing
☀️ Summer
Maintenance + retargeting
🍂 Fall
Prepare for Winter – flexible payments
❄️ Winter
Year-End savings + holiday urgency
Call Rail tracking + pixel events → full attribution to social touchpoints
05

Website Redesign & Consolidation

One domain, conversion-optimized, CRM + Call Rail native
CURRENT PROBLEMS
  • Multiple domains dilute authority & SEO
  • GHL hosting $500/month wasted spend
  • Poor conversion UX → leads fall through cracks
  • No call tracking / no CRM sync
- $500/mo

immediate savings by migrating off GHL

REDESIGN SCOPE
  • Consolidate all services under fourquartershomeservices.com
  • Commercial RFQ page + Residential financing calculator
  • ServiceTitan leads to marketing CRM sync
  • Call Rail dynamic numbers + conversation intelligence
  • Mobile-first, speed optimized, full pixel deployment
5 weeks timeline: design → dev → launch
✔ Domain migration ✔ Hosting migration ✔ Call Rail setup ✔ CRM mapping
06

SEO, Social & Content Engine

Organic growth + consistent multichannel presence
3x/wk

LinkedIn (B2B thought leadership)

3x/wk

TikTok + Reels

3x/wk

Facebook / Instagram

2x/wk

SEO blog posts

NEW SEO PROGRAM

Local HVAC content, financing topics, seasonal maintenance guides, commercial vs residential keywords. Zero prior SEO → first-mover advantage on long-tail terms.

Tools: SurferSEO, keyword clustering, technical audits.

CONTENT PILLARS
  • Customer success stories (video + case studies)
  • Team expertise & technician spotlights
  • Energy savings & financing education
  • Commercial project breakdowns

⚡ AI video scaling for TikTok/IG

07

Next Steps & Launch Roadmap

Q2 kickoff – April 2026
1. Finalize proposal & budget – ASAP
2. Dripify + Sales Navigator account setup – Week 1
3. ServiceTitan data extraction definition – Week 1
4. Residential creative shoot + financing hooks – Week 1–2
5. Website redesign scope & kickoff – Week 1
6. SEO keyword research & content calendar – Week 1
7. Call Rail account configuration & tracking numbers – Week 2
8. LinkedIn campaign launch (first 300 contacts) – Week 3
🚀 Full channel launch: April 6, 2026

READY TO SCALE?

Integrated commercial + residential engine
Proven systems, full attribution, and predictable growth.

Four Quarters HVAC · South Jersey
Next step: schedule kickoff call & finalize Q2 launch

📞 Call Rail · Dripify · Video Shorts · ServiceTitan lead extraction

$20k/mo Marketing Service Fee Ad spend flexible Launch April 2026

Prepared by NEXOVATE — Confidential

09

Pricing & Investment

Transparent, flat-fee Marketing Service Fee + ad spend pass-through
MONTHLY MARKETING SERVICE FEE
$20,000 / month
  • LinkedIn Dripify automation & Sales Navigator management
  • Cold calling infrastructure, scripts & list generation
  • TikTok + Facebook ad management (creative, landing pages)
  • SEO: 2 blog posts/week, technical audits, link building
  • Social content production & posting (3x/wk per channel)
  • AI video production for TikTok/IG
  • Call Rail + conversation intelligence ($90/mo included)
  • CRM integration & reporting dashboard
  • Weekly strategy calls & attribution analysis
AD SPEND (separate)
$3,000 – $8,000 / mo

Paid media budget managed directly by Four Quarters. Peak seasons (Spring/Fall) recommended $6k–$8k. Full transparency.

ONE-TIME WEBSITE REDESIGN
$5,000 – $7,000

Domain consolidation, full rebuild, Funnel & CRM integration, Call Rail setup, pixel deployment, hosting migration.

ESTIMATED FIRST MONTH
$28,000 – $33,000

($20k Marketing Service Fee + $5–7k website + $3–6k ad spend)

10

Success Metrics & Year 1 ROI

KPIs tracked monthly · conservative projections
40–60

Commercial opps / quarter

20–30

Residential leads / week (peak)

>30%

Lead-to-appointment rate

2x/wk

SEO blog posts (new domain authority)

COMMERCIAL REVENUE FORECAST

160–240 qualified opportunities → 16–32 closed contracts

$80K – $480K projected first-year revenue

(based on avg commercial contract $5K–$15K, up to larger projects)

RESIDENTIAL REVENUE FORECAST

4,000–6,000 leads → 800–1,200 appointments → 160–240 system sales

$1.28M – $2.88M projected revenue

(avg ticket $8,000–$12,000 per replacement)

ROI expectation: 6–10x on marketing investment in first 12 months

THANK YOU

We look forward to partnering with you.

Next steps: Finalize agreement and schedule kickoff.

📧 [email protected]   

Four Quarters HVAC — Let's build something that works.