Two pain points most HVAC shops have
Cassidy HVAC came to Preisser Tech with two problems most HVAC shops in Kansas (and across the country) have:
- Marketing was outsourced to an external agency that wasn't moving the needle. Monthly invoices were going out, content was being posted, but reach, engagement, and lead flow weren't growing. The agency relationship was expensive and unproductive.
- The CRM was full of dormant customers — people who had been serviced once or twice years ago and never called back. Office staff knew the list existed but never had time to systematically work it. Every dormant customer represented potential lost revenue (annual tune-ups, maintenance plans, callbacks, referrals).
Hands-off AI marketing engine
Preisser Tech built a fully hands-off AI marketing engine for Cassidy HVAC's social media. The system runs without daily staff input.
- 100% hands-off content creation
- 5x organic reach increase within the first 30 days
- Replaced the need for an outsourced marketing agency
- Custom AI-generated visuals using persuasive psychology principles
- Daily automated posting to Facebook and Instagram
How it works
The engine scrapes trending HVAC content from across the web — industry news, seasonal topics, and content patterns that drive engagement. It generates custom marketing visuals using top persuasive psychological concepts (scarcity, social proof, authority, urgency framing). It posts to Facebook and Instagram on an optimal schedule without requiring office staff to write captions, find images, or click publish.
What it eliminated
The marketing agency invoice was eliminated. Office staff time on social content dropped to zero. The system runs daily without human input — generating content, generating visuals, posting, and tracking engagement.
AI-driven customer reactivation engine
The second build was a custom SMS and email outreach engine designed to systematically reactivate dormant customers — fully integrated with Cassidy HVAC's CRM.
- Over 60% reactivation of dormant patients within 6 weeks
- 100% automation of reactivation reminders
- 10+ hours per week saved across office staff
- Over 45% increase in booking conversion rate
- Hyper-personalized outreach using AI
- Direct CRM integration — no manual list management
How it works
The system pulls dormant customer records from the CRM, identifies reactivation opportunities (customers who haven't been serviced in 12+ months, expired maintenance plans, missed annual tune-ups). It uses AI to hyper-personalize each outreach message — pulling in the specific service history, equipment age, and seasonal context. The engine sends SMS and email outreach automatically on a daily cadence, with reply handling and booking flows tied directly into the dispatch system.
Office staff impact
Office staff went from manually working a dormant list (sporadically, when they had time) to managing replies and bookings as they came in — with the AI handling the outreach itself. Time savings were immediate; over 10 hours per week recovered across CSR and office roles.
What made the Cassidy HVAC build successful
Most marketing automation and reactivation tools fail because they're generic — same template, same cadence, same tone for every customer. The Cassidy HVAC build worked because:
- Custom-coded for Cassidy HVAC specifically — not configured from a template
- Direct CRM integration — every message used real service history, not generic placeholders
- AI-driven personalization — every outreach message was generated for the specific customer's situation
- Persuasive-psychology-aware content — visuals and copy engineered for response
- Built by Tyler personally — no offshore handoff, no agency layer
- Tied directly to the dispatch system — booking conversions flowed straight into operations
Why HVAC is a perfect fit for AI automation
HVAC is one of the highest-ROI verticals for AI customer reactivation and marketing automation. Reasons:
- Recurring service model — annual tune-ups, maintenance plans, seasonal callbacks all benefit from automated reminders
- Long customer relationships — equipment lifecycles span 10-20 years, so dormant lists are deep
- Predictable seasonal patterns — marketing content can be generated against known seasonal triggers
- Phone-first customer behavior — SMS reactivation outperforms email-only outreach
- Margin per job high enough to justify automation build costs — even modest reactivation rates pay back quickly