Seasonal Tune-Up Reminder Campaign
A done-for-you home services automation built for the Customer Care Coordinator, connecting Twilio, Mailchimp, and Google Calendar so the work below happens on its own.
What this automation does, step by step
Six weeks before the start of cooling season and again before heating season, this automation pulls every customer whose equipment is due for a seasonal check (HVAC tune-up, gutter cleaning, sprinkler blowout) and runs a staged reminder sequence: an email with a booking link, a follow-up text five days later if there's no click, and a personal call task assigned to the office if there's still no response after two weeks.
Customers get ahead of breakdowns instead of calling in a panic on the hottest day of the year, and the shop fills its shoulder-season calendar with recurring revenue instead of scrambling for new leads.
Every touch is timestamped in the CRM so the team can see exactly who's been reached and who's overdue for a personal call.
- CRM or field service software
- Mailchimp or ActiveCampaign
- Twilio
- Zapier or Make.com
- Google Calendar (booking sync)
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 customer care coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
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