Heat-pump consulting services, in the order most owners need them

Go/no-go market assessment

Start here if you have not sold heat pumps yet. The market assessment answers whether entering makes financial sense for your company now, which towns and home types to target, and roughly how many installs a month you would need.

It suits owners who hear about rebates constantly but cannot tell whether the noise is a real opportunity for their service area. You get a written assessment with a clear recommendation: go, go in a narrower form, or wait and fix specific gaps first.

What it is not: a market research report full of national statistics. We use your job history, your crew, your service area and the programs that are actually open where you work.

Equipment-line decisions

Pick this when you have decided to enter but not what to sell. Cold-climate air source, ducted versus ductless, multi-zone, and dual-fuel pairings with an existing furnace are different offers for different homes. Equipment-line decisions narrows your launch to one or two offers you can install well and explain clearly.

This matters because a scattered offer is expensive. Every equipment category needs training, stock, marketing pages and a quoting script. Starting with two well-chosen offers is usually cheaper and faster than starting with five.

Program registration and crew credentials

Pick this when rebates drive your market. In most provinces, at least one major program pays only when a registered or qualified company does the install. Program registration maps which programs you can join, what each asks of the installing company, and which technician credentials (for example the Red Seal refrigeration and air conditioning mechanic trade) your crew would need.

We link every requirement to the official program page and date it, because these rules change. We summarise; the administrator decides.

Quoting and financing conversations

Pick this when leads come in but jobs do not close. Quoting and financing rebuilds the in-home or video quote: how you present options, how you explain rebate eligibility without promising it, and how you introduce third-party financing from licensed lenders.

A common pattern we look for is the "everything quote": one long proposal that lists three systems, four rebates and two financing options. Homeowners take it home and never call back. A clearer quote often closes more jobs at the same price.

Year-one growth plan

Pick this when you need the whole first year mapped. The year-one growth plan turns the earlier decisions into a month-by-month schedule: pages to build, advertising windows, staffing levels, program deadlines, and the five or six numbers that tell you whether to push harder or pull back.

It is the service most often paired with an HVAC.Agency-family marketing plan, because it sets the targets that marketing is then measured against.

How to choose if you are unsure

Use this quick test:

1. No heat-pump installs yet? Market assessment.
2. Decided to enter, unsure what to offer? Equipment-line decisions.
3. Rebates matter and paperwork is a mess? Program registration.
4. Plenty of quotes, few jobs? Quoting and financing.
5. Need targets, timing and staffing for the next twelve months? Year-one plan.

If two answers apply, start with the lower number. Plans and prices are on the pricing page, and our guides cover each topic in depth if you want to work through it on your own first.