SDR Role Overview · Plumbing & HVAC SEO
Know Your Market
Who you're calling, how they think, and why they'll listen.
The Mission
Your job is simple:
Generate consistent, high-quality appointments with established home service contractors.
Not activity.
Not busy work.
Appointments that turn into deals.
Who We Serve
Industry
Residential plumbing, HVAC, and home service contractors
Revenue
$1M – $10M+ in annual revenue
Operator Type
Owner-led or second-generation operators
What You Need to Understand About Them
These are not beginners.
They Have:
- Worked with ReachLocal, Yodle, Scorpion, Ryno, etc.
- Invested in SEO, PPC, websites, and lead gen platforms
- Used Angie, Yelp, LSA, eLocal, Networx, and more
They Are:
Experienced
Skeptical
Results-driven
Short on time
👉 They've heard every pitch.
How They Think
They believe marketing matters
They don't trust most agencies
They care about ROI, not buzzwords
They respect operators, not salespeople
👉 If you sound like a salesperson, you lose.
👉 If you sound like someone who understands their world, you get attention.
Their Tech Stack
Most contractors run their business on one of these platforms. Knowing this makes you sound like an insider, not an outsider.
ServiceTitan
Higher-end operators
Housecall Pro
Smaller operators
FieldEdge
Others
Why This Matters
They track revenue, jobs, and performance
They expect marketing to connect to results
Where Your Opportunities Come From
We are part of elite industry groups — and we are affiliated partners. That means you are not cold calling random businesses. You are engaging peers within our network.
Nexstar Network
~700 top contractors
Service Nation Alliance
National contractor network
CEO Warrior
High-performance operators
We attend events
We are known in the ecosystem
We are not cold outsiders
Your Tools
HighLevel
Primary System
This is where you will:
- Make calls
- Send emails
- Send SMS
- Manage prospects
- Track activity
All Prospects Are:
Pre-loaded
Tagged by group (Nexstar, SNA, CEO Warrior)
👉 This is your command center.
Social Platforms
Relationship Building
You will also use:
Groups + profiles
Professional network
Your job is to:
Engage
Comment
Connect
Start conversations
👉 This is not spam. This is relationship building.
How You Engage Prospects
Your Role
You are not a salesperson.
You Are:
A connector
A conversation starter
A door opener
Your Approach
Calm
Direct
Curious
Operator-to-operator
You Are NOT:
Pushy
Overly enthusiastic
Scripted
Pitching services
What You're Actually Doing
Reaching out to compare notes
Identifying growth constraints
Opening the door for a deeper conversation
👉 You are not trying to "sell SEO" on the first call.
Daily Activity & Targets
Daily Targets
Dials
40
Emails
20
Social Touches
10
Meaningful Conversations
5
Appointments Set
1+
Weekly & Monthly Targets
Weekly qualified appointments
5
Monthly qualified appointments
20+
What Winning Looks Like
20+ appointments/month
Drives 3–5 new clients per month
What Counts as Qualified
- You spoke with a decision-maker
- Real business / growth conversation
- Open to reviewing their marketing performance
- Their market is available
Key Principle: If it's not on the calendar, it doesn't count.
Book it live on the call — not "I'll send a link."
Your Daily Workflow
Call Block
- Primary focus: phone
- Goal: conversations
Follow-Up
- Emails
- SMS
- Re-engagement
Social Engagement
- Comment on posts
- Connect with prospects
- Start conversations
End of Day
- Review performance
- Log key numbers
- Identify what to improve
Every Day, You Are Measured On:
Dials
Conversations
Appointments
The Reality
Most people will not engage
That's normal
This is a volume + skill game
👉 You don't need everyone to say yes
👉 You need the right people to say yes
The Mindset
You are not here to convince
You are here to identify opportunity
You don't chase
You qualify
You don't pitch
You open doors
Final Reminder
Your job is to open doors that deserve to be opened.
Start real conversations
Identify real opportunities
Book real appointments
You will win.