HVAC Marketing Control Kit
Track advertising spend, leads, and conversions for your HVAC company in one organized Excel workbook.
Who It’s For
Built for owners and managers at hvac businesses who want a clear, organized way to see which marketing is working — without adopting another monthly tool.
Why Owners Use It
- Organize advertising spend in one place
- Track incoming leads as they come in
- See which leads turn into paying customers
- No monthly subscription — buy once, keep it
What’s Inside the Workbook
The Executive Dashboard tab is where your results show up: marketing spend, qualified leads, completed jobs, cost per completed job, collected revenue, and your lead-to-completed-job rate, alongside charts breaking spend and completed jobs down by channel and by month.
Monthly Inputs is where you replace the built-in demo numbers with your own monthly totals — the dashboard and trend charts all update from what you enter there. Channel Performance breaks out spend, leads, jobs booked and completed, revenue, and cost per completed job for each channel side by side. Campaign Metrics goes a level deeper for campaign-by-campaign tracking — impressions, clicks, CTR, CPC, and cost per lead — when you want that detail. The Agency Scorecard gives you a place to log what you’re paying each vendor, what they promised, and the evidence they provided. Monthly Trends shows your numbers month over month so you can spot seasonality and real changes, not noise.
Screenshots
Screenshots are from the actual workbook. Dollar figures, lead counts, and other numbers shown are the workbook’s built-in demo data and are fictional/illustrative, not a performance guarantee — you replace them with your own numbers after purchase.
Compatibility
Excel version compatibility details will be confirmed and added here once verified.
FAQ
What do I get when I purchase?
A downloadable Excel workbook, delivered instantly through Payhip after checkout.
Is this a subscription?
No. This is a one-time purchase with no recurring fees.
Can I use this for more than one client or location?
Each workbook is licensed for a single business. See Agency & Consultant Licensing if you manage more than one.
Can I get a refund?
Because this is a downloadable digital file, all sales are final and refunds are not offered, except where required by applicable law. See our Terms of Use for details.