Seasonal Reactivation & Referral Campaign System
A done-for-you home services automation built for the Business Owner, connecting Twilio, Mailchimp, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Three times a year (at the start of cooling season, heating season, and the spring tune-up window) this automation sends a targeted outreach campaign to every customer who hasn't booked service in the past 12 months, with a time-sensitive seasonal offer.
Customers who have booked in the past six months receive a loyalty acknowledgment and a referral incentive instead.
The campaign launches automatically on the right date every year without the owner having to remember to set it up, and results are tracked against the campaign automatically so ROI is measured rather than guessed.
- CRM or field service software (customer database)
- Mailchimp or ActiveCampaign (seasonal campaign)
- Twilio (SMS blast)
- Zapier or Make.com
- Google Sheets (campaign results tracker)
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
Manually, a business owner is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background.
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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