// Free 15-minute pipeline consultation for commercial HVAC contractors

We build a proprietary pipeline system to help commercial HVAC contractors recover dormant bids and capture new leads, so more quotes turn into booked jobs.

Our pipeline runs both sides of your follow-up. Recovery reopens bids over $8K that have gone cold through email and an AI voice callback. Capture sorts every new call or quote request the same day it lands, so it never gets the chance to go cold too. Same system, same dashboard, whatever's moving through your business right now.

15 minutes. We walk through where your bids are actually going cold and what it's costing you. No pitch, no cost.

9+ years in digital marketing, HVAC and other trades included. 400+ businesses served.

See how the system works
// TheSocialNerds, 9+ years in

Nine years, 400+ businesses, one system now pointed at commercial HVAC pipelines.

TheSocialNerds has run marketing and lead systems for 400+ businesses, HVAC and other trades among them, alongside industries like industrial equipment, hospitality, and professional services. The Pipeline Capture & Recovery System isn't a first attempt at anything. It's the same recovery and capture mechanics we've built and run for other clients, adapted to how commercial HVAC bids actually move. Slow to close, easy to forget, expensive to lose.

400+
Businesses served
$100M+
Client revenue generated ($100,756,123 exact, per the footer counter)
3.2x
Average ROI in the first 90 days
$2M+
Ad spend managed
9+
Years in digital marketing
Clutch rating, 15 reviews
Top The Manifest Digital Marketing Company, Dallas 2024 The Manifest Top Digital Marketing Company, Dallas 2024

These are TheSocialNerds' own reported numbers, except where noted. The Clutch rating and The Manifest award are third-party.

// What the system actually does

No quoted bid, no inbound call, nothing sits long enough in your pipeline to die of silence.

Three specific things the system does. Not theory, the actual mechanism.

Every dormant bid gets a real answer.

Bids over $8K that have gone quiet get a structured follow-up sequence, email plus an AI voice callback that references the actual quote. You get a yes, a no, or a real timeline, instead of silence you have to guess at.

Every inbound call gets sorted the same day.

New calls get answered, qualified, and routed the same day they come in. Nothing sits in a voicemail box waiting for someone to have five free minutes.

One pipeline, one view, no new tools to learn.

Recovery and capture both run inside one proprietary pipeline, built from scratch or set up on top of what you already use. You see who was contacted, who answered, and what's booked, in one place.

This isn't a sales problem. It's a follow-up problem, and follow-up is a system, not a habit you're supposed to remember on top of running jobs.

// The system

One pipeline. Two jobs. Nothing you've already quoted falls through the cracks again.

The Pipeline Capture & Recovery System is our own proprietary pipeline, built and run by us, and it does two jobs at once.

Recovery

Your dormant bids, reopened

Dormant quotes come back to life. Instead of another silence, you get a real answer on bids you'd already written off: yes, no, or "call me in two weeks."

Capture

Your next bid, never going dormant

New inbound gets sorted and booked the same day, before it can sit for six weeks and become the next recovery case. A human still closes it. The system just makes sure it never goes cold.

Same pipeline. Same dashboard. The same person who built it answers the phone if something breaks, not a support queue, not a ticket number.

Email + AI voice callback · SMS not enabled yet AI voice books & sorts calls · never quotes your jobs
// How we work

From first call to live pipeline in under two weeks

  1. 01

    We talk through where your bids are going cold

    This is a free 15-minute Pipeline Consultation. No CRM export required, just a straight conversation about how follow-up actually happens on your team. If you've got something open and want to look at it together, that's a bonus. Either way, you'll know exactly where the gap is and what it's costing you.

  2. 02

    We scope the Sprint to what we found

    No generic package. The Sprint is priced against the actual dormant value in your pipeline, and we review that number with you before you commit. We don't quote it blind.

  3. 03

    We build the system inside your pipeline

    Recovery sequences, AI voice callback scripts, and the Capture flow that sorts new calls all go live inside our proprietary pipeline, set up by the same technical co-founder who's going to be the one you call if something breaks.

  4. 04

    You watch bids move, not sit

    Every reopened bid and every new inbound shows up in one pipeline view: who was contacted, who answered, what's booked. No new dashboard to learn, no separate login for "the AI thing."

// The guarantee

Commercial HVAC bids over $8K sit dormant for weeks. We work inside a shorter window than that, or we keep working for free.

The Pipeline Capture & Recovery System re-engages dormant bids inside days of going live, through written follow-up plus a live AI voice callback that references the actual quote.

Here's the guarantee, and it's a real one, not a marketing line: if the Sprint doesn't recover enough dormant bid value to cover its own fee, we keep working your pipeline for 14 extra days at no additional charge. Not "until you're happy." Not open-ended. Fourteen days, on us, until the math works in your favor.

On us, until the math works.

This guarantee is specific to the Pipeline Capture & Recovery System. TheSocialNerds doesn't run a blanket guarantee across its other services today. This one exists because we control every part of this offer.

// Real clients, real results

Nine years of client results. Here's what they said with their names on it.

These are TheSocialNerds clients across the industries we've worked in. Real names, real businesses, unedited.

“Working with TheSocialNerds has been an absolute game changer for my business. Their exceptional expertise and dedication have pulled our success to new heights.”
Hannah Brown
Casco Bay Lines
“The team exceeded my expectations and delivered fantastic results. They had a deep understanding of my target audience and the best way to reach them.”
John Roberts
JP Steak House
“They have been one of the most collaborative teams we have ever worked with, supportive of all the initiatives we're putting together, and strategic in their approach.”
Andrew Collins
Luxe Realty
“I'm thrilled with the results and highly recommend TheSocialNerds' services to anyone who wants business growth through social media.”
Amelia C.
BMC Exports
“Closest thing to a technical B2B case study on record. TheSocialNerds' work for us in the industrial equipment space earned a 5.0 review, on the strength of results, not promises.”
Albert M. · 5.0★
W&Z Machinery Sales (Industrial Chiller)
“I chose TheSocialNerds to manage my small business's Facebook and Instagram pages, and the impact was significant. They offered competitive pricing and maintained excellent communication throughout.”
Michelle Bergeron
Night Heron Organizers
“Thanks to the TheSocialNerds team's efforts, we've seen an increase in page views from SEO. The team is constantly in communication and always available for any concerns. They are reliable, honest, and trustworthy.”
Xilonem Piper
Raw Instincts
“The team is extremely efficient. They ranked the promised keywords locally in three months and statewide in six. Our web traffic has significantly increased, and we're receiving numerous online inquiries.”
John Roberts
JP Steak House
// Why exclusivity

We work with one HVAC contractor per metro. That's not a sales tactic. It's how the system stays honest.

An AI voice callback that references your open bids, your service history, and your customer's actual job is only worth building once, done right, for one contractor in a given market. We're not going to build the same recovery system for you and for the competitor bidding against you on the same rooftop unit next month. So we don't.

Check whether your metro is still open before you scope anything else.

Check My Metro & Get My Audit
// Questions before you check your metro

Straight answers, before you fill anything out

No. The AI voice handles three things: confirming a callback time, sending an inbound call to the right person, and following up on a bid your team already sent. It's not a chatbot on your website and it doesn't try to sound human when it isn't. It says who it is, why it's calling, and gets a real answer fast. If a customer wants a person right away, it hands them straight to one.
No, and it shouldn't. Commercial HVAC pricing depends on equipment specs, site conditions, and judgment calls a voice AI can get dangerously wrong on a complicated job. The AI's job is booking, sorting calls, and confirming callbacks. It never prices anything. A person on your team prices every job, every time.
If you're already running one, we build our pipeline on top of what you have. There's no ripping anything out and starting over. If you're not on one yet, the Sprint includes setting up the pipeline as part of the build.
Audit to live pipeline is typically under two weeks from signed scope. See the process above. The exact timeline depends on how much of your open pipeline needs to be pulled together before we can start recovery sequences.
The 15-minute Pipeline Consultation is free. No cost, no pitch. The Sprint is a separate next step, only if you want it after that conversation. We don't post a Sprint price because there isn't one flat number that makes sense. It's priced against the actual dormant bid value we find in your pipeline, not sold as a generic package. You'll know the number before you commit to anything.
Not as part of this. The Sprint and the retainer are about answering leads fast and following up on your pipeline. We recover and capture the bids you're already getting, we don't go out and buy you new ad traffic. If that changes down the line, we'll tell you before we ever bill for it.
Because the system references your specific open bids and customer history. Building the same thing for two competing contractors in the same market would work against both of you. See the section above for the full reasoning.
We keep working your pipeline for 14 additional days at no extra charge until the recovered value covers the fee. That's the entire guarantee. No fine print beyond the 14 days.
// Your free audit

Book your free 15-minute pipeline consultation.

Two-minute form. On a free 15-minute call we'll walk through where your bids are going cold and what it's actually costing you. No cost, no pitch, no commitment.

We work with one HVAC contractor per metro, so we'll also tell you honestly whether yours is still open. No pricing pitch on this call.

No pricing pitch on this call. We'll tell you what we find in your pipeline and whether it's worth building. If your metro's taken, we'll tell you that too.