Find HVAC prospects, score them with AI, and follow up faster.
HVAC Lead Finder gives contractors, sales teams, and agencies a complete workflow for finding commercial and homeowner opportunities, generating ready-to-send outreach for each lead, and managing follow-up — all on your own server or WordPress site.
The simple workflow
Instead of guessing who to call, the app builds focused prospect lists and gives you the sales context to start better conversations — from the first search to the last follow-up.
Choose the market you want to target
Select the state, city, business category, building type, or homeowner data source you want to work from. Start small with one market and one prospect type before running larger campaigns.
Find commercial or homeowner leads
For commercial prospects, search Google Places by location and category — restaurants, medical offices, gyms, hotels, churches, warehouses, retail, and service businesses. For homeowner leads, import a CSV (from ATTOM, ListSource, DataTree, or county records), search public county data via Regrid, or pull live property records by ZIP and year built using the ATTOM Property API.
Analyze opportunities with AI
Each lead is analyzed by Claude (Anthropic) and returns a complete opportunity profile: HVAC score, score reasoning, service angle, estimated job value, urgency rating, system age estimate, conversation starters, pain points, objection handlers, a call script, door hanger copy, mail letter, and email template — all personalized to that specific business or home.
Prioritize the highest-value prospects
Sort and filter by score, urgency, building type, year built, or estimated job value to surface the leads most likely to close. Focus your outreach on prospects with the strongest signals for HVAC maintenance, repair, replacement, indoor air quality, or service-agreement opportunities.
Track notes, status, and follow-ups
After each call or email, update lead status, log call outcomes, add notes, and set a follow-up date. The built-in CRM tracks every prospect from first contact to closed deal — no separate sales tool needed.
Export and use the data
One-click CSV export for any lead list — for spreadsheets, internal reporting, sales reps, client delivery, or upload to an external CRM. Agencies use exports to deliver lead packages and campaign reports to their HVAC clients.
What the AI generates for every lead
Each analyzed lead returns a complete opportunity profile — not just a score, but the sales material you need to act on it.
Score, urgency, and value
Every lead gets an HVAC opportunity score from 0–100, an urgency rating (low to critical), an estimated job value in dollars, and a system age estimate — so you know exactly where to spend your time first.
Service angle and reasoning
A recommended service angle (maintenance contract, full replacement, indoor air quality, rooftop unit work, seasonal readiness) plus the reasoning behind the score, so you understand why the lead matters before you pick up the phone.
Conversation prep
Three-to-five conversation starters, age-specific pain points, and objection handlers — written for that specific business or home, not generic templates pulled from a library.
Ready-to-send outreach
A call script, door hanger copy, direct mail letter, and cold email — all personalized to the lead. Edit lightly to match your voice, then send. Faster than starting from a blank page.
Commercial vs. homeowner workflows
| Workflow | Best for | Typical use | Buyer tip |
|---|---|---|---|
| Commercial leads | HVAC service agreements, maintenance contracts, repair opportunities, replacement targets, and agency lead packages. | Search Google Places by city, state, category, and building type. AI scores and prioritizes results automatically. | Start with restaurants, medical offices, gyms, hotels, warehouses, and churches — they have the most recurring HVAC needs and highest contract values. |
| Homeowner leads | Residential HVAC replacement, seasonal campaigns, aging-system targeting, direct mail, and door-knock outreach. | Import a CSV (ATTOM, ListSource, DataTree, county records), search Regrid for county data, or pull live records via the ATTOM Property API. | Target homes built between 1970 and 2005 — old enough to need replacement, recent enough to have working contact records. Run small batches first to verify data quality. |
| Agency / reseller use | Marketing agencies, lead-gen consultants, and resellers serving HVAC contractors as clients. | Build market-specific campaigns, export CSVs with AI summaries attached, and deliver lead packages with sales recommendations. | Deliver both the raw lead data and a one-page strategy summary. Clients pay more when you tell them which 10 leads to call first and why. |
Best practices for better results
Run smarter campaigns
Follow up consistently
For HVAC contractors
- Find commercial businesses that need preventive maintenance contracts.
- Build seasonal campaigns targeting homes with aging systems.
- Prioritize prospects by AI score before picking up the phone.
- Track every follow-up and call outcome in the built-in CRM.
- Export prioritized lists for your sales reps or office staff.
For agencies and resellers
- Build market-specific HVAC lead lists for each client.
- Package AI-generated scripts and outreach copy with every lead export.
- Manage multiple HVAC clients from one install (Agency tier).
- Rebrand the app with your agency's logo and create per-client logins (Agency tier).
- Show clients exactly which leads to contact first — and explain why.
What you should know
A few things buyers ask before they purchase.
Where the data comes from
Commercial leads come from Google Places (the same database powering Google Maps). Homeowner leads come from CSV imports you provide, county records via Regrid, or live records from the ATTOM Property API. You bring the API keys; they stay on your server.
How long a search takes
A typical 60-lead commercial search finishes in under a minute. AI analysis on those 60 leads runs in the background and completes in 2–4 minutes depending on Anthropic API response time.
Where your data lives
All leads, notes, and campaigns are stored in your own database on your own server. Nothing leaves your infrastructure except the API calls to Google, Anthropic, ATTOM, and Regrid — and those calls use your API keys, not ours.