
Marketing & Sales
October 19, 2026 | 6 minute read

If you work with HVAC contractors every day, you've seen what a stretch of extreme weather can do.
Temperatures climb. Phones ring. Systems fail. Equipment starts moving. Contractors who couldn't find enough calls a few weeks earlier suddenly can't find enough hours in the day.
Then the weather becomes comfortable. Emergency calls slow down. Replacement urgency softens. And contractors who were operating at full capacity suddenly start asking how to keep their technicians and installers busy.
Welcome to shoulder season.
Weather creates demand. But weather isn't a marketing strategy.
When it's 100 degrees outside and the phones won't stop ringing, everything can look pretty good.
But a contractor can be incredibly busy without necessarily becoming more competitive.
Here's a question worth asking your dealers during peak season:
Do you know whether you were the homeowner's first call?
When an air conditioner quits on the hottest day of the year, homeowners need help. They may call the company they know and trust first. But if that company can't get there for three days, they'll call another. And another.
A dealer's phone may be ringing because they've built a brand homeowners actively choose.
Or it may be ringing because they're the first contractor who answered and could get a truck to the house. The problem? They may have been the homeowner's third call.
Those can look exactly the same on a busy call board.
They won't look the same in shoulder season.
When the emergency disappears, homeowners have more time to choose. Brand recognition, reviews, referrals and digital presence matter more.
Meanwhile, what are the competitors doing? Are they building stronger brand recognition? Generating more reviews and referrals? Staying visible on social media? Following up with past customers and unsold estimates?
And increasingly, there's another question worth asking:
When a homeowner turns to AI for a recommendation, will it even know who your dealer is?
Those questions become considerably more important when it's 72 degrees.
Everyone in HVAC knows shoulder season is coming.
So why wait until demand slows to decide how to respond?
The time to prepare for shoulder season isn't when the phones stop ringing.
It's while they're still ringing.
Contractors should be generating reviews and referrals, building maintenance relationships and thinking intentionally about homeowner retention.
What are they doing today to give that customer a reason to call them again the next time they need service?
But preparing for shoulder season is bigger than maximizing the demand already coming in. It's also about building the brand homeowners will choose when they have more time to choose.
Will homeowners recognize your dealer's name? Will they find strong reviews? Will friends and neighbors recommend them? Will they see a credible, active brand online?
Those aren't questions to start asking after demand has already slowed.
Planning for shoulder season doesn't begin with spending more money on marketing.
It begins with understanding what's happening today.
When we begin working with a contractor, one of the first things we do is step back and audit the entire marketing picture. Before deciding what should change, you need to understand what's working, what's not and where the biggest opportunities actually are.
Who is the ideal customer? Is the brand recognizable? Is it still an accurate reflection of the business today? If the contractor has expanded into plumbing, electrical or other services, would a homeowner know it? What are competitors doing differently? What does a homeowner find when searching for heating or cooling repair in the area? How strong are the reviews?
Does the contractor consistently know how new customers found them? Asking "How did you hear about us?" is only useful if the answer goes somewhere. Which marketing sources are actually generating revenue? What are they doing to retain customers they've already paid to acquire?
A marketing audit isn't about finding 50 more things for an already busy contractor to do.
It's about identifying the few things that matter most.
And it doesn't have to become another major project for the owner. Much of the work can happen behind the scenes without pulling the contractor away from running the business.
The goal isn't to give a busy owner another project. It's to give them enough clarity to know what deserves attention next.
Maybe competitors are dominating local search. Maybe thousands of past customers haven't heard from the company in years. Maybe the brand no longer represents everything the company does. Maybe marketing dollars are being spent on programs no one can confidently connect to revenue.
The answers will be different for every contractor.
That's why the audit comes before the plan.
There's an obvious problem with all of this.
The best time to prepare for slower demand is often when contractors have the least time to think about marketing.
Owners are managing technicians, installations, inventory, callbacks, customers, hiring and everything else that comes with peak season. Telling them to carve another 10 hours out of the week for marketing isn't particularly helpful.
Having a marketing plan doesn't mean the owner needs to become the marketing department.
It means making sure someone is thinking ahead while the rest of the business handles today's demand.
What will the contractor promote when demand softens? Which customers should they communicate with? What happened to estimates that didn't close? Are referral and review strategies working? Is the brand becoming more recognizable? Which marketing channels are actually producing revenue?
You don't need to solve every question today.
But you should start asking them today.
This is where distributors have an interesting opportunity.
You see more than one contractor's business. You know what's happening across a market. You hear what dealers are experiencing. And you see some contractors continue growing while others struggle as demand changes.
You don't have to become their marketing department.
Sometimes it starts by asking better questions:
Do you know if you were the homeowner's first call?
What are your competitors doing today that could make them more recognizable when demand slows?
What are you doing to keep the customers you've already worked so hard to earn?
And perhaps most importantly:
You're busy today. What's your plan for when the weather stops doing the marketing for you?
Those conversations can happen while business is booming, not after the slowdown has already arrived.
Contractors can't control the forecast.
They can control whether they're prepared for what happens when it changes.
Start with an honest look at where the business stands. Identify the gaps. Prioritize what matters. Build the plan while there's still time to execute it.
Then, when temperatures become comfortable, the contractor isn't starting from scratch.
The brand is already being built. Reviews are being generated. Referrals are happening. Customer relationships are being maintained.
And marketing isn't waiting for the first slow week to get started.
You can't control when the temperature changes. You can control whether your marketing plan is ready when it does.

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