Every service here starts from the same idea: an owner should be able to explain, in two minutes and with numbers, where next year's growth will come from. If you can't yet, one of these five services will close that gap. If you can, they help you check the explanation every quarter and point your marketing at it.
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Owner KPI scorecard
A one-page set of numbers you can run the company on, split by furnaces, boilers and heat pumps.
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Provincial market data briefs
What public data says about the homes, fuels and competitors in your service area, with every figure sourced.
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Furnace, boiler and heat pump growth plan
Decide which equipment lines to grow, hold or shrink, and point the marketing budget accordingly.
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Season and capacity planning
Match crews, phones and ad spend to the heating calendar instead of reacting to the first cold snap.
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Quarterly owner review
A ninety-minute review every quarter that ends with three written decisions, not a slide deck.
How to choose where to start
Start with the question that is costing you the most sleep. The table below matches common owner questions to the service that answers them.
| If your question is... | Start with |
|---|---|
| "I don't trust my own numbers." | Owner KPI scorecard |
| "What is actually happening in my province?" | Provincial market data briefs |
| "Should I push heat pumps, or stay with furnaces and boilers?" | Furnace, boiler and heat pump growth plan |
| "Why do we drown in January and sit idle in July?" | Season and capacity planning |
| "We make plans and then forget them." | Quarterly owner review |
A common sequence is scorecard first, then the brief, then the growth plan, with the quarterly review keeping it alive. But a company with clean data can skip straight to the growth plan.
Owner KPI scorecard
The scorecard is a one-page set of numbers, split by equipment line, that you can trust from one quarter to the next. We define each KPI in writing, agree where it comes from in your software, and set up a simple monthly update. It answers the question "how are we doing?" without relying on how busy the shop felt. Read the full scorecard service page.
Provincial market data briefs
A brief is a short, sourced report on the homes and competitors in your service area. It draws on Statistics Canada's heating-system, business-count and gas-distribution tables, and on Canada Energy Regulator profiles for the territories. Every figure is linked, and every calculation is marked as our analysis. Details are on the market data briefs page.
Furnace, boiler and heat pump growth plan
The growth plan decides which equipment lines to grow, hold or shrink over the next year or two. It combines your ticket values and margins with the market brief, then sets a marketing approach for each line. Owners use it most often when heat pump demand is rising in their area and they are unsure how far to move. See the growth plan page.
Season and capacity planning
Capacity planning lines up your crews, phone coverage and ad spend with the shape of the heating year. We use gas delivery data for your province as a stand-in for demand and compare it with your own monthly installs and calls. The result is a calendar of when to hire, when to run maintenance campaigns and when to ease off spending. More on the capacity planning page.
Quarterly owner review
The review is a ninety-minute session every quarter, by video call or in person. We walk through the scorecard, flag anything that moved, and finish with three written decisions. It is the habit that keeps the other four services from becoming a binder on a shelf. The quarterly review page lists the agenda.
What every service has in common
All five follow the same rules. Every market figure links to a public source we have loaded, and anything we calculate from it is labelled as our analysis. We don't quote industry benchmarks, because we haven't found a trustworthy public set for Canadian heating companies. Your own numbers are compared with your own past quarters. And every service ends with something written: a definition sheet, a brief, a plan, a calendar or a decision log that you keep.
What sits underneath: the marketing
Plans need enquiries to become revenue, so each service connects to marketing run under our parent, HVAC.Agency: websites, local search, Google Business Profile, paid ads and review generation. Plan prices are on our pricing page. We are a marketing and consulting service, not a contractor, so the technical work on every job stays with your team.
Frequently asked questions
Do I have to buy all five services?
No. Most owners start with one, usually the scorecard or a market brief, and add the others when the first one raises a question it can't answer. The quarterly review ties them together if you use more than one.
Is this consulting or marketing?
Both. The planning work tells you where growth should come from; the marketing, run under an HVAC.Agency plan, brings in the enquiries for that growth. You can buy the planning on its own, and it is quoted in writing.
Do you advise on technical or code questions?
No. We work on the business and marketing side only. Equipment selection, sizing, safety and code compliance belong to your licensed technicians and the provincial regulators.
How long before I see something useful?
A first scorecard or market brief usually takes a few weeks, depending on how quickly your job records can be exported. The exact timeline is set out in your written proposal.