Maintenance Plan Renewal & Upsell Campaign
A done-for-you home services automation built for the Service Manager, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Thirty days before a customer's annual maintenance plan expires, this automation triggers a renewal sequence: a personalized email with the customer's service history and plan benefits, a follow-up text from the service manager, and (for customers who don't renew) a final "last chance" offer with a small discount.
Lapsed plan customers also receive a re-engagement sequence tied to seasonal tune-up reminders, turning one-time jobs into recurring revenue relationships.
- CRM or field service software
- Zapier or Make.com
- Mailchimp or ActiveCampaign
- Twilio (SMS)
- Google Sheets (renewal tracking dashboard)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a service manager re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Win-back sequences triggered by inactivity, not guesswork
- Renewals and memberships that never lapse silently
- Referral and loyalty programs that track themselves
- Segmented campaigns built from actual purchase history
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