HVAC Automations · Campaigns

Airtight Revenue Leak - Outbound Prospecting

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Campaign ID cold-call · Turn a verified Ontario HVAC prospecting list into booked HVAC Growth Assessments via an operator-to-operator phone conversation. Diagnose before pitch.

Target segment: HVAC owners and operating leaders in Ontario, phone reachable, drawn from COLD_CALL_LIST. Personalization uses only verified public business facts (city, public phone, website present/absent, HVAC vertical) - never inferred personal contact data. Primary revenue leak: Unknown / Needs Audit. Lead temperature: Cold.

#	When	Channel	Script / copy	Notes
1	Day 0	`research`	Pre-call prep. Pull the next record from COLD_CALL_LIST. Confirm only verified public facts: company name, city, public business phone, whether a public website exists, HVAC vertical. Do not infer owner personal emails or personal mobile numbers. Frame any unverified gap as a 'potential opportunity based on...' hypothesis, not a claim about their internal process.	Source of record is COLD_CALL_LIST (built by the prospecting-list module). No personal data is embedded in this campaign file. Verified-facts-only rule per brand/voice.md.
2	Day 0	`cold_call`	Opener: 'Hi, is this the owner or operating lead at {{company_name}}? I'm {{sender}} with HVAC Automations here in Ontario. We help HVAC companies connect marketing, missed calls, follow-up and booked-job reporting so revenue stops leaking between those steps. I'm not calling to sell ad spend. We run a free Airtight Revenue Leak Audit - it includes an authorized After-Hours Call Test - and we map where calls, quotes and jobs are slipping before anyone notices. Would a 15-20 minute Growth Assessment be useful, or should I close the file?'	Operator-minded, anti-hype, permission-forward. Offers only verified LIVE offers (Airtight Revenue Leak Audit + authorized After-Hours Call Test, HVAC Growth Assessment). No prohibited claims (no 'never lose another lead', no guaranteed growth, no unverified ROI). PENDING LEGAL SIGN-OFF: business telemarketing calls must be cleared against CRTC Unsolicited Telecommunications Rules and the National DNCL before any live dialing.
3	Day 0	`voicemail`	If no answer: 'Hi, this is {{sender}} with HVAC Automations in Ontario. We help HVAC shops close the gaps between marketing, missed calls, follow-up and booked jobs. We offer a free Airtight Revenue Leak Audit with an authorized After-Hours Call Test. If it's useful, reach me at {{callback_number}} or hvacautomations.ca. If it's not a fit, no problem and I won't keep calling.'	Short, names the caller and business, single CTA, explicit opt-out. PENDING LEGAL SIGN-OFF for live voicemail drops (CRTC / DNCL).
4	Day 2	`email`	Follow-up email (only if a verified business email is on file and consent basis is recorded). Subject: 'Ontario HVAC shops - a 20-minute leak check'. Body: 'I'm {{sender}} with HVAC Automations. We built The Airtight System to connect marketing, missed calls, follow-up and booked-job reporting for HVAC companies. If {{company_name}} is still the right shop to talk to in {{city}}, would a Revenue Leak Audit or a 15-20 minute Growth Assessment be useful? If this isn't a fit, reply STOP and we won't email again.'	CASL-AWARE PLACEHOLDER, PENDING LEGAL SIGN-OFF. This is a commercial electronic message: requires a lawful consent basis and a functioning unsubscribe before any send. From identity info@hvacautomations.ca only when sending is authorized. Copy pattern from content/email-sequences.md. NO live sending.
5	Day 5	`cold_call`	Second call / bump: 'Hi {{contact_or_shop}}, {{sender}} at HVAC Automations following up. Quick one - if calls, quotes or estimate follow-ups are slipping at {{company_name}}, the free Revenue Leak Audit will show exactly where. Worth 15-20 minutes, or should I close the file?'	One value restatement plus a permission close. PENDING LEGAL SIGN-OFF (CRTC / DNCL). Respect any prior do-not-call request immediately.
6	Day 9	`cold_call`	Breakup / permission close: 'I don't want to keep bugging you. If a connected view of your marketing, calls, follow-up and booked jobs is ever worth a look, hvacautomations.ca has the audit. I'll close the file for now - thanks for your time.'	Clean exit. On any opt-out, log outcome to the suppression record (unsubscribe_status, dnc_status, consent_basis, last_contacted, outreach_channel) per content/email-sequences.md. PENDING LEGAL SIGN-OFF.

DRAFT - internal planning artifact only. No live dialing, voicemail drops, or email sending occurs from this OS. Outbound telemarketing calls are PENDING LEGAL SIGN-OFF against the CRTC Unsolicited Telecommunications Rules and the National Do Not Call List; any email or SMS step is a commercial electronic message PENDING CASL consent and opt-out sign-off. Paid media is disabled. Personalization uses only verified public business facts - never inferred personal contact details. Contains no other-tenant data. Prospect records live in COLD_CALL_LIST, not in this file.

Founder-Led LinkedIn - Build in Public

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Campaign ID linkedin · Build a founder and company LinkedIn presence from scratch and open operator-to-operator conversations with Ontario HVAC owners. Education first, offer last.

Target segment: Ontario HVAC owners and operating leaders reachable on LinkedIn. Per integrations/status.md, LinkedIn organic is a startup task: assume no existing HVAC Automations audience - the founder and company page audience is built from zero. Content mix ~70% education/proof, ~20% product demonstration, ~10% offer. Lead temperature: Cold to Engaged.

#	When	Channel	Script / copy	Notes
1	Day 0	`linkedin_profile`	Set up the founder and company pages around The Airtight System: 'HVAC Automations helps HVAC companies connect marketing, calls, lead management, follow-up, booking and reporting so revenue stops leaking between the steps.' Lead with the 'Build in Public' and 'Revenue Leakage' pillars. Founder voice: 'here's what I've seen, here's what I built, here's what didn't work.'	No assumed HA-owned audience (integrations/status.md). No unverified metrics, valuation multiples, or client results. Anti-hype voice per brand/voice.md.
2	Day 1	`linkedin_connect`	Connection request (no pitch): 'Hi {{first_name}}, I work with HVAC companies in {{city}} on connecting marketing, calls and follow-up so fewer jobs slip. Would like to follow what you're building at {{company_name}}.'	Personalized only with verified public facts (first name / city / company from the public profile). Manual outreach only - no automated connection tooling. No commercial offer in the connection note.
3	Day 3	`linkedin_message`	After the connection is accepted: 'Thanks for connecting, {{first_name}}. I built The Airtight System after watching HVAC shops lose booked revenue to missed calls and slow follow-up - not to marketing. If it's ever useful, we run a free Airtight Revenue Leak Audit (including an authorized After-Hours Call Test) that maps where calls, quotes and jobs are leaking. No pressure - happy to just share what we find in the industry. Reply STOP and I won't message about it again.'	CASL-AWARE PLACEHOLDER, PENDING LEGAL SIGN-OFF. A commercial LinkedIn direct message can be a CEM: a lawful consent basis and a working opt-out are required before this is sent. Offers only verified LIVE offers. NO live sending.
4	Day 7	`linkedin_post`	Organic educational post (Revenue Leakage pillar): 'How many calls, quotes and jobs leak out of an HVAC business before anyone notices? Walk through one leak - the first five minutes after a lead comes in - and how a connected system closes it.' End with a soft invite to the free Revenue Leak Audit at hvacautomations.ca.	Education/proof content (~70% of the mix). No fabricated case studies - use the live-site after-hours furnace flow as an example workflow, not a named customer result. No prohibited hype language.
5	Day 10	`linkedin_message`	Light follow-up to engaged connections: 'Saw you {{engaged_signal - e.g. commented on the leak post}}. If mapping your own leaks would help, a 15-20 minute HVAC Growth Assessment is the fastest way. Want me to send the link, or should I leave it?'	Permission close. PENDING LEGAL SIGN-OFF (CEM consent/opt-out). Honor any opt-out immediately and log it to the suppression record.

DRAFT - internal planning artifact only. Organic activity only: no paid LinkedIn promotion (paid media is disabled) and no automated connection or messaging tooling. Commercial LinkedIn direct messages are treated as commercial electronic messages and are PENDING CASL consent and opt-out sign-off; no messages are sent from this OS. Assumes no pre-existing HVAC Automations audience. Contains no unverified metrics, testimonials, or Contains no other-tenant data.

HVAC Marketing Automation - Nurture Sequence

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Campaign ID marketing · Nurture Ontario HVAC contractors from first contact to a booked HVAC Growth Assessment by connecting campaign, capture, response, attribution and nurture - the gap HVA-C06 targets.

Target segment: Ontario HVAC contractors with advertising or SEO spend signals (public ads only if evidenced) whose reporting stops at clicks while booked jobs stay disconnected. Consent-based recipients only. Primary revenue leak: Marketing Attribution or Unknown / Needs Audit. Lead temperature: Cold to Engaged.

#	When	Channel	Script / copy	Notes
1	Day 0	`email`	INTRODUCTION. Subject: 'Quick question for {{company_name}}'. Body: 'I'm {{sender}} with HVAC Automations. We built The Airtight System to connect marketing, missed calls, follow-up and booked-job reporting for HVAC companies. If {{company_name}} is still the right shop to talk to in {{city}}, would a Revenue Leak Audit or a 15-20 minute Growth Assessment be useful?'	CASL-AWARE, PENDING LEGAL SIGN-OFF. Pattern from content/email-sequences.md. From info@hvacautomations.ca only when sending is authorized.
2	Day 2	`email`	VALUE / OBSERVATION. Use only verified fields (city, website present/absent, HVAC vertical, public phone). Example if no public website: 'Potential opportunity based on no public website in the listing we found - not a claim about your internal process.' Tie the observation to one Airtight step (capture / respond / convert / follow up / measure).	Verified-facts-only. 'Potential opportunity based on...' framing per brand/voice.md. No invented tech stack, headcount, or revenue. CASL-gated.
3	Day 5	`email`	AUTOMATION OPPORTUNITY. Name one Airtight step relevant to the verified signal (e.g. 'reports stop at clicks; booked jobs are disconnected') and invite the free Airtight Revenue Leak Audit - authorized After-Hours Call Test plus form and follow-up checks - if they authorize it.	Offers only verified LIVE offers. Marketing attribution / Growth Intelligence is PLANNED for this tenant - do not claim live Compass/Athena capability. CASL-gated.
4	Day 8	`email`	USE CASE. Walk through the live-site after-hours furnace example as an example workflow - how a lead is captured, acknowledged, routed and followed up - explicitly not a named customer result.	No fabricated case studies or named-customer claims (proof requirements, HVA-C01/C02). CASL-gated.
5	Day 12	`email`	FOLLOW-UP. Short bump. Restate the CTA: 'Find My Revenue Leaks / Book a 15-20 minute HVAC Growth Assessment.' Offer to close the file if it isn't relevant.	Ask for 15-20 minutes to map leaks, not a multi-year contract (brand/voice.md). CASL-gated.
6	Day 16	`email`	BREAKUP / PERMISSION CLOSE. 'If this isn't a fit, reply STOP and we won't email again. If it is, grab 15 minutes: hvacautomations.ca/#audit'.	Explicit opt-out. On unsubscribe/DNC, suppress immediately and log unsubscribe_status, dnc_status, consent_basis, last_contacted, outreach_channel (content/email-sequences.md). CASL-gated.

DRAFT - internal planning artifact only. Every step is an outbound commercial electronic message held behind CASL human authorization and PENDING LEGAL SIGN-OFF; no message is sent from this OS. From identity is info@hvacautomations.ca only when sending is authorized. Suppression: honor unsubscribe and DNC immediately and log consent state. Paid media is disabled and stays blocked until the website to CRM to response to demo to attribution loop is proven end-to-end. Personalization uses only verified public business facts. Contains no other-tenant data.