HVAC & Mechanical Contractor Activation Pack.
Are Your Trucks, Tools, Subs, and Completed Work Covered Right?
The done-for-you vertical campaign for retail commercial agents writing HVAC, mechanical, refrigeration, and sheet-metal contractors. Survey, scoring, follow-up brief, agent Share Kit with attribution link, activation tracking, stuck-detection — plus the HVAC Certificate & Tool Coverage Checklist as the value-first resource you share with prospects who complete the survey.
No card required. Free plan: this pack, 25 completions/month.
Included on the free plan
Pick HVAC as your free-plan pack. Upgrade to Producer ($19/mo) any time for unlimited completions and every other pack.
Ten components, tuned for HVAC.
Every Seven16 Survey pack ships with the same coordinated structure. The survey questions, scoring weights, Share Kit templates, completion deliverable, and dashboard metrics are tuned per vertical — you don't relearn the workflow when you add the next pack.
HVAC-tuned 7-question survey
Captures operation size, work type (residential/commercial/industrial), labor model (employees vs. subs), coverage inventory, recent losses, certificate requirements, and biggest pain point.
Locked scoring formula
0.35×risk + 0.35×intent + 0.20×fit + 0.10×loss/pain. Server-side, deterministic. Weights tuned for HVAC + mechanical contractor risk patterns.
Result page with shareable token
Tier (Strong Foundation / Coverage Gaps Present / High Risk Exposure) + score breakdown + recommended action.
Agent follow-up brief
The lead record surfaces the prospect's full answer set, top risk signals, lead-priority tier, recommended action, and CTA — so the producer opens the call with relevance instead of a cold pitch.
Agent Share Kit (7 HVAC-specific templates)
3 LinkedIn DMs (warm / certificate trigger / renewal) + 2 LinkedIn posts (educational + vertical positioning) + 1 email + 1 SMS (TCPA-gated). Attribution link + UTMs baked in.
Pre-call checklist
What to confirm before the call, what to bring up, what to avoid asking. Specific to HVAC contractors (tools schedule, work-truck coverage, subcontractor exposure, certificate-of-insurance language).
Activation stages (15-stage pipeline)
ACORD-mapped: survey sent → started → completed → result generated → agent notified → agent contacted → review booked → review showed → quote requested → quote delivered → bound / lost / nurture → testimonial candidate.
Stuck-detection rules
Every 6 hours, 5 stuck signals scanned: hot prospect waiting for first contact, contacted-no-review-after-5d, review-booked-show-not-updated, quote-no-delivery-after-7d, agent coaching flag.
Dashboard metrics
Per-vertical view of completions, lead priority distribution, stage breakdown, and pipeline movement. HVAC-specific filters.
Agent training notes
How to interpret tier labels, when to advance stage, how to open the call differently for residential service shops vs. commercial trade contractors vs. sub-heavy operations.
HVAC Contractor Certificate & Tool Coverage Checklist
Certificate language and tool schedules that cost contractors jobs.
A printable checklist covering subcontractor exposure, work-truck coverage, certificate-of-insurance language alignment with general contractor requirements, and the tool/equipment schedule gaps that surface at claim time.
A value-first resource to share with prospects who complete the HVAC survey. They keep it whether or not they ever talk to you. That's the whole point — useful gift, no quote ask, no application, no pressure.
Checklist covers
- Subcontractor exposure (W2 vs 1099)
- Work-truck + mobile equipment coverage
- Tool/equipment schedule gaps
- Certificate-of-insurance GC alignment
- Completed-operations tail review
- Renewal preparation timeline
Who buys this pack — and what they avoid.
Who this is for
- Solo retail commercial agents writing or wanting to write contractor accounts
- Small agency principals trying to grow HVAC + mechanical + refrigeration
- Wholesalers/MGAs with contractor appetite needing agent activation
- Producers tired of cold-calling contractor prospects without context
What you avoid
- Generic CRM that doesn't know what a tools schedule or COI alignment means
- $2,000/month vertical lead-gen agencies with no measurable ROI
- Form builders that collect answers but don't activate the conversation
- Hiring a marketing consultant to write contractor-specific outreach copy
Why is this free?
A vertical lead-gen agency charges $500–$2,000 per month for managed campaigns with no survey, no scoring, and no activation tracking. A generic CRM with insurance-vertical templates runs $97–$249/month with monthly billing forever. This pack costs nothing to try, and Producer is $19/mo after that — cheap enough that a single bound submission covers years of it.
We'd rather you see a real scored prospect from your own list before you decide anything about price. No card required to start, no upgrade pressure once you're in.
What buyers ask first.
Is this a subscription?
The pack itself is free — sign up, pick HVAC, and it's yours: survey, scoring, Share Kit templates, activation tracking, and the HVAC Certificate & Tool Coverage Checklist. The free plan caps you at 25 completions a month; upgrade to Producer ($19/mo) for unlimited completions and every other pack.
When do I get access?
Immediately. Sign up, choose HVAC, and you get your branded survey link on the spot — no provisioning wait, no sign-in email to wait for.
What is the HVAC Certificate & Tool Coverage Checklist?
A printable checklist (the Track A completion deliverable) you share with prospects who complete the HVAC survey. Covers subcontractor exposure, work-truck coverage, certificate-of-insurance language alignment with general contractor requirements, and the tool/equipment schedule gaps that surface at claim time. It's a useful gift to send before any insurance conversation — and it positions you as the agent who shows up with substance.
Does this work for mechanical, refrigeration, and sheet-metal contractors too?
Yes. The survey captures work-type as one of its first signals, so the same pack handles HVAC service shops, mechanical contractors, refrigeration contractors, and sheet metal contractors. The scoring weighting adapts based on residential-vs-commercial mix; the agent Share Kit templates have variant language for each.
Can I share this with other agents in my agency?
The free plan is one seat. For agencies wanting multi-producer access (up to 5 producers) plus per-producer pipeline views and CSV export, see the Agency tier ($79/mo).
What if it doesn't work for me?
You haven't paid anything on the free plan, so there's nothing to refund. If you upgrade to a paid tier, every plan carries a 30-day full refund, no conditions.
Is this a quote or insurance product?
No. The survey produces a tier and a recommendation. It does not bind coverage, generate a premium, or constitute a quote. It's a pre-call intelligence tool that helps you walk into the first conversation with context.
Get started
Start free with the HVAC & Mechanical Contractor Activation Pack. Send your first branded survey today — your first prospect completion usually arrives the same week.
Seven16 Survey is designed for commercial insurance prospect activation. It does not determine coverage, replace licensed insurance review, or guarantee binding outcomes. The HVAC Certificate & Tool Coverage Checklist is a printable educational resource provided for eligible completed responses. Delivery is not conditioned on purchasing insurance, scheduling a meeting, giving a positive review, or providing a testimonial.