
The Contractor Compass: Guiding You to Growth & Profit in Your Home Service Business
41: How HVAC Contractors Win the Shoulder Season
In this episode of The Contractor Compass, Colton Bjornson sits down with Thomas Murphy and Broc Fletcher to talk about what HVAC companies should be doing before the shoulder season hits. When demand slows down, a lot of contractors either panic and cut everything or mentally check out after a good summer. The problem is that the companies that keep growing usually do the opposite. They keep marketing, keep training, keep following up, and adjust the offer instead of waiting for the next busy season to save them. The guys talk through how HVAC owners can use maintenance agreements, tune-ups, diagnostics, financing, sales training, follow-up campaigns, ride-alongs, incentives, and smarter offers to keep revenue moving when replacement demand starts to slow down. In this episode: • When HVAC sales usually start slowing down after peak season • Why October can still be a strong month in certain markets • How the sales process changes when techs have more time in the home • Why shoulder season is the time to sell more maintenance agreements • How tune-ups can get contractors into more homes with aging systems • Why maintenance customers are valuable for outbound follow-up • How escrow-style credits can create future upgrade opportunities • Why cutting marketing spend during slow months can hurt growth • How bigger contractors approach marketing differently in the off-season • Why sales teams need more training when lead volume drops • How follow-up campaigns can pull revenue out of an existing pipeline • Why FAQ-style videos can build trust before the customer ever calls • How different markets require different offers and messaging • Why lost-leader offers can still create profitable replacement opportunities • How cross-selling and upselling can increase average ticket size • Why “shoulder season” can become an excuse for weak sales activity • How ride-alongs can improve close rates and accountability • Why small contests and cash incentives can motivate sales teams • How financing should be presented during slower months • Why contractors need to understand lender fees before quoting • How to frame payments, interest rates, and options in a way customers understand • The three biggest things contractors should do going into shoulder season If you own or operate an HVAC company, this episode is about how to stop treating the shoulder season like survival mode. The contractors who win during slower months are the ones who train harder, follow up better, keep their team sharp, and build offers that get them into more homes before peak season comes back around.

