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Playbook · Revenue

Seasonal campaign

Your past customers are the fastest way to fill a slow week. The AI calls them with your seasonal offer.

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How a slow week gets the outbound offer

  1. 1

    Pick the offer and the window — a March AC special, a fall furnace check.

  2. 2

    The AI calls and texts past customers with the offer, in your voice.

  3. 3

    Bookings land in the slow weeks you chose, tagged to the campaign.

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An HVAC technician checking a residential thermostat during a service visit Membership sales Pitch and sell service plans on every qualified call. A dusty filing cabinet drawer full of folders labeled Cancelled Reactivation campaign Win back past customers with outbound calls and texts. A printed Sameday Plumbing water heater replacement estimate left on a customer's kitchen counter Estimate follow-up Chase every open estimate until it's won or closed. A technician collecting a card payment on a tablet at a customer's front door Payment collection Politely chase unpaid invoices by call and text.

Pick the offer and the week you want filled

Pick the offer, the week, and the past-customer list. Bookings from that list land in the week you chose.

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