A maintenance plan is a promise in writing: "we'll look after this boiler every year, and here is what you get for it." Most boiler plans fail not because the idea is wrong but because customers can't tell what they are buying. We help you design a plan that explains itself, then build the sign-up moments into the places customers already meet your business. You run the visits; we run the program's marketing.
What the service is
Short answer: a structured design-and-launch project for a boiler maintenance plan, delivered inside our managed marketing plans.
We work through five decisions with you:
- Scope. Which equipment the plan covers (boiler only, boiler plus indirect tank, combi, multiple zones) and what a visit includes in plain words.
- Benefits. Priority booking, a reminder each year, any repair discount you choose to offer, and what "priority" really means in your operation.
- Name. Something a customer can say on the phone without embarrassment. Short beats clever.
- Price presentation. Annual or monthly, all-in and visible. We don't set your price; we help you show it honestly.
- Terms. Renewal timing, cancellation and what happens if a visit is missed. Your lawyer should review the final wording.
Who it's for
Short answer: boiler and hydronic service companies that either don't sell a plan or sell one that few customers choose.
It fits a two-truck company just as well as a firm with a dozen techs. What matters is that you already have customers who would benefit from an annual visit, and the office capacity to schedule it. If you install boilers but rarely service them afterwards, a plan is how you stop handing that relationship to someone else.
What's included
Short answer: the plan itself, the page that sells it, and the scripts and materials your team uses every day.
- a written plan summary and inclusions list
- a dedicated plan page on your website, with plain-language FAQs
- a short script for techs at the end of each visit and for the office on the phone
- plan wording for invoices, estimates and the install handover package
- a launch sequence to existing customers who have agreed to hear from you
- tracking of sign-ups by source: tech, phone, website or reminder
If your website can't carry a proper plan page, we can rebuild it under one of the website packages on our pricing page.
Timeline
Short answer: roughly six to eight weeks from first conversation to first sign-ups.
| Weeks | What happens |
|---|---|
| 1–2 | Review current service records, visit content and pricing; draft plan options |
| 3 | You choose inclusions and price; we write the plan summary |
| 4–5 | Plan page, scripts and invoice wording built and reviewed |
| 6 | Team walk-through; launch to consenting existing customers |
| 7–8 | First sign-up report and adjustments |
Timing your launch matters. A plan announced in late summer lands while people are starting to think about heat. Our tune-up campaigns are often run straight after a launch for that reason.
How results are measured
Short answer: by plan sign-ups, the share of service visits that convert to a plan, and the members still active a year later.
We report three numbers monthly: new members, the sign-up rate per completed service visit, and active members in total. Once the first members reach their renewal date, renewal rate joins the scorecard; see renewals and retention. We don't promise a sign-up rate, because it depends on your price, your techs and your market, but we show you exactly where sign-ups are coming from.
Mistakes to avoid
Short answer: vague inclusions, hidden fees and leaving the techs out of the launch.
- "Annual maintenance" with no detail. Customers can't judge value they can't see. List what happens during a visit.
- A price that grows at checkout. The Competition Bureau's guidance on drip pricing warns against advertising a price that leaves out mandatory fixed fees. Show the full amount up front.
- Three tiers when one would do. Too many choices slow the decision, especially at a kitchen table after a service call.
- No tech involvement. The person who just fixed the boiler is the most trusted salesperson you have. Give them a short, comfortable script.
- Launching to everyone at once with no capacity plan. If 200 people join in a week, can you actually book 200 visits? Our plan economics guide shows how to check.
Frequently asked questions
How many tiers should a boiler plan have?
Usually one, sometimes two. A single plan is easier for techs to explain and for customers to choose. A second tier makes sense only when there is a clear difference, such as adding an indirect water tank or a second zone.
Do you set our plan price?
No, you do. We help you work out the numbers and present the price clearly, but the price is your business decision. Our guide on plan economics shows the arithmetic.
Can we include discounts on repairs?
Many companies do. We help you word the benefit precisely so customers know what they are getting, and so the advertised price includes every mandatory fee.
How long does a plan launch take?
About six to eight weeks from first call to first sign-ups, depending on how quickly you decide on inclusions and price.
Sources
- Competition Bureau Canada: Drip pricing (2026-10-22)