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The document outlines a four-week plan for lead generation and building an online presence in the HVAC industry. Key tasks include compiling a list of leads, creating customer profiles, optimizing online business profiles, developing a website, and initiating sales conversations. The goal is to track sales conversion rates and finalize contracts based on the generated leads.

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M.Sadek
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6 views1 page

Duration 1

The document outlines a four-week plan for lead generation and building an online presence in the HVAC industry. Key tasks include compiling a list of leads, creating customer profiles, optimizing online business profiles, developing a website, and initiating sales conversations. The goal is to track sales conversion rates and finalize contracts based on the generated leads.

Uploaded by

M.Sadek
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Duration Week Task Description Ass.

per DONE
Week Lead Generation:
Quarter 1-2  Compile a list of leads (Google search, local listings, property Sadek,
1 managers, real estate agents, etc.). Islam,
Month 1  Create a list of key prospects and build customer profiles (size, Ziyad
location, HVAC needs).

 Set up or optimize Google maps and Business profile. Mariam

Week Build Online Presence & Networking:


3-4  Develop an effective website showcasing your services Mariam
(installation, repair, etc.).
 Start building social media profiles (Facebook, Instagram, Mariam
LinkedIn).

Parallel to Initial Sales Conversations & Estimates:


1-4  Call your prospects, schedule meetings, and provide estimates.
 Proposal and template for quotes.
 Begin tracking sales conversion rates. Sadek
 Track job requests, proposals sent, and leads lost for analysis.
 Finalize at least 1-2 contracts, depending on the deal size.

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