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Canadian Energy Home Services

How FlowPathHVAC Helped CEHS Expand from Ontario into Alberta — and Boost Deal Size with Smart Upselling

Newmarket, ON → Now also in Calgary, AB

209

Leads Generated

94

Appointments Booked

31

Installs Completed

Background: From Local Installers to a Multi-Province Operation

Canadian Energy Home Services, based in Newmarket, ON, had built a strong presence as a dependable HVAC installation company. With a decade of experience in the GTA, they were known for providing homeowners with reliable heating and cooling — but they were ready to go bigger.

In early 2025, the CEHS leadership team had two goals:

  • Expand into Alberta, starting with Calgary
  • Increase their average deal value, especially by upselling bundled systems (Furnace + AC)

They partnered with FlowPathHVAC in May 2025 to make it happen — building a scalable HVAC sales and lead generation system to support long-term, multi-province growth and consistent high-ticket installs.

Challenges

Capped Growth in Ontario: Dependent on door-to-door and word-of-mouth referrals

No Infrastructure for Expansion: Alberta market had zero presence or brand awareness

Low Average Deal Size: Most jobs were single-unit installs, leaving value untapped

Manual Booking Process: No CRM, no automation — lots of missed opportunities

No Rebate Positioning in Sales: Homeowners weren't being educated upfront about available savings

Our Solution

We implemented a multi-region, high-efficiency HVAC sales engine with clear systems for lead generation, sales, and upselling:

Multi-Province Ad Campaigns

Deployed localized Meta and GLSA campaigns targeting Ontario and Alberta with specific rebate messaging

AI-Powered CRM Infrastructure

Leads were routed by region into a custom CRM that automated appointment scheduling, reminders, and rep notifications

Upsell-Driven Sales Enablement

Equipped CEHS sales team with training, scripts, and calculators to confidently bundle Furnace + AC offers with clear ROI

Localized Rebate Messaging

Campaigns emphasized cost savings, comfort, and urgency around rebates — increasing lead quality and conversion

Cold Email Revivals

Reached out to 79 past leads in Ontario → 22 responses → 8 bookings → 3 closed deals

Key Results after 3 Months

Leads Generated: 209

Appointments Booked: 94

Installs Completed: 31

Booking Rate: 45%

Closing Rate: 14.85%

Avg. Deal Value: $18,653

Avg. Equipment per Install: 2 (Furnace + AC)

Deal Pipeline: $578,243

Pipeline Impact

209 leads generated between Ontario and Alberta

94 appointments booked, with 31 closed sales = 14.85% close rate

$578,243 in new revenue, largely driven by bundled installs

AI agent response time under 5 minutes, reducing lead drop-off

High-intent prospects from targeted ad and email campaigns

Sales team efficiency improved, no admin hires required despite volume increase

Overall Impact
📍

Multi-Province Expansion

CEHS successfully launched in Calgary, AB, while maintaining Ontario market share

💰

High-Value Installs

Boosted average deal size with upsells and rebate positioning

📈

Predictable Lead Engine

No more relying on D2D or referrals

⚙️

Efficient, Scalable Systems

CRM + AI handling lead flow, freeing up techs to focus on installs

🤝

Ongoing Partnership

With systems in place, CEHS is preparing to expand into additional cities in 2026

Ready to Expand Like CEHS?

See how FlowPath HVAC can help you scale across provinces and boost your average deal size.

Schedule Your Free Consultation