These guides are for owners and office managers who want to understand the recurring side of a boiler business before spending money on it. Each one teaches a single job well: testing whether a plan pays, building reminders people welcome, and auditing the customer list that both depend on. Read them in any order; together they form the method behind our services.
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Boiler maintenance-plan economics, worked through step by step
A boiler maintenance plan is worth whatever its members pay, minus what their visits cost, multiplied by how long they stay. This guide walks through each input with hypothetical numbers you can swap for your own.
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How to build a boiler service reminder sequence
A good reminder sequence is short, well timed and sent only to people who agreed to receive it. This guide covers consent, channels, timing and sample templates you can adapt.
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How to audit your boiler service customer list before a campaign
Your customer list is the raw material for every plan, reminder and campaign. This guide shows how to audit it in an afternoon or two, and which baseline numbers to write down before you start.
Boiler maintenance-plan economics
Short answer: this guide shows, with worked numbers, whether a maintenance plan earns money and how much each point of renewal is worth.
Read the plan economics guide. It walks through five steps:
- counting the households you could realistically enrol
- working out the margin on each member after the true cost of a visit
- modelling renewals over three years at different rates
- checking that your techs can deliver every visit in the weeks you have
- presenting the price honestly, with every mandatory fee included
The example uses a hypothetical company with 1,200 past boiler customers, so you can follow the arithmetic and then swap in your own figures. The most useful table compares three-year member totals at 60%, 75% and 90% renewal, which shows why renewal is usually the number to protect first.
Who it's for: owners deciding whether to launch, reprice or rethink a plan.
How to build a boiler service reminder sequence
Short answer: this guide covers consent, channel choice, timing and sample message templates for annual boiler reminders.
Read the reminder sequences guide. It starts where most reminder programs skip: sorting customers by the permission you can actually show, using the official guidance from the CRTC and ISED as a reference. Then it covers:
- choosing text, email or post for each customer
- timing reminders to your region's season and your crew's capacity
- a three-step sequence with templates that use placeholders like [First name] and [Business name]
- handling replies and opt-outs quickly
- regional notes for Quebec, New Brunswick and Nunavut
Who it's for: offices that remind customers by memory, or that send reminders and get little response.
How to audit your boiler service customer list
Short answer: this guide shows how to take a baseline of your list, clean it and segment it in a way reminders and campaigns can use.
Read the list audit guide. It takes you through eight steps, from finding every system that holds customer data to setting a routine that keeps the list clean. Along the way you record five baseline numbers: total records, duplicates, records with a last-service date, records with equipment type and records with documented consent.
The segmentation table at the end splits a typical boiler customer base into plan members, recent customers, lapsed customers, install-only households and contacts with unknown consent, each with a suggested first action.
Who it's for: any company planning a plan launch or campaign, and anyone who suspects their records are worse than they look.
How these guides connect to our services
Short answer: each guide matches one or two of our services, so you can do the work yourself or hand it over.
| Guide | Related service |
|---|---|
| Plan economics | Maintenance-plan program design and renewals |
| Reminder sequences | Consent-based service reminders and tune-up campaigns |
| List audit | Service data and reporting |
We wrote the guides to be useful on their own. If you work through them and want a second opinion, the free 7-day review described on the pricing page is a good next step. Questions that come up often are collected on our FAQ page.
A note on facts and dates
Short answer: every regulation or program we mention links to its official source, and you should confirm the details before acting.
Consent rules, privacy law and language requirements are described in general terms with links to the CRTC, ISED, the Office of the Privacy Commissioner and the OQLF. Program details change; where we mention one, we say "as of October 2026" and recommend checking with the administrator. Numbers in worked examples are hypothetical and are labelled that way.
Frequently asked questions
Are these guides free to use?
Yes. They are written so an owner or office manager can apply them without hiring anyone. If you would like help, call, text or email.
Which guide should I read first?
If you don't sell a plan yet, read the economics guide. If you have a plan but your list is messy, start with the list audit. If both are in order, go straight to reminder sequences.
Do the guides give legal advice about consent?
No. They describe marketing practice and link to the official CRTC and ISED guidance. For advice on your own situation, talk to a lawyer.