Toolkit · Marketing automations
Marketing automations for home services companies.
We set up the follow-up that home services companies know they should do and rarely have time for: quote follow-up on day 1, 3, 7, 14 and 30, a Monday list of past customers to win back, a thank-you and review request after every job, seasonal reminders, and a branded newsletter. Each automation reports back into your numbers, and a person approves anything that goes to customers.
The problem
Why this matters for a home services business.
Quotes die after the second follow-up
Most estimates get one or two follow-ups, then nothing, even though many customers just needed another nudge.
Past customers are forgotten
The cheapest job to win is a repeat customer, and nobody has time to call them.
Reviews depend on memory
Happy customers would leave a review if someone asked at the right moment.
What you get
Everything included.
- Quote follow-up that keeps going until the customer answers
- A win-back list of customers you served this time last year
- Thank-you and review requests after every job
- Seasonal reminders on the cycle each customer buys on
- Branded newsletters written from your services and sent from your domain
- Opt-outs honoured automatically, every time
Before and after
What changes.
Works withYour phone numbers · Housecall Pro · QuickBooks · Google Calendar and Gmail · Stripe · your existing CRM
How it works
Four steps, and you see your numbers first.
We start with the one automation most likely to move a number, based on your working session.
Messages in your voice, from your own services and offers.
You see and approve what goes out before it runs.
Results show up in your Monday Report: revived quotes, returning customers, reviews.
In your trade
What it looks like day to day.
Keep following up on big quotes for 30 days, worded for how old the quote is.
More for windows & doors →Carpet and upholstery cleanersRemind last year's customers when it's time for their next cleaning.
More for carpet cleaning →Heating and air companiesOffer maintenance plans in the shoulder months, when they're actually sellable.
More for hvac →Questions
Common questions.
What marketing should a home services company automate first?
Usually quote follow-up. Most quotes get one or two follow-ups and then nothing; a steady sequence recovers jobs you already paid to win the lead for.
Will automated messages sound robotic?
They're written in your voice from your own services, and a person approves them before they run.
Can you send a newsletter for us?
Yes. We write a branded newsletter from your services and send it from your own email domain. You can see a sample in our free Test our AI tool.
What about customers who don't want messages?
Opt-outs are permanent. The system removes them, so it never depends on someone remembering.
More of the toolkit
Everything reports back into your four numbers.
Start with twenty-five minutes.
Tell us how the business runs today. The working session on your numbers after that is free.