Before spring cooling and fall heating seasons, the system finds members due for a tune-up and customers whose plans are about to expire. It sends personalized texts and emails with self-booking, and an AI assistant handles replies and rescheduling.
Typical goal: fill the shoulder-season schedule with tune-ups and keep membership renewals from lapsing quietly.
Replace the {placeholders} with your own details.
Write a 2-message SMS sequence from {Company} to {first name}, a {plan name} member at {street name only} in {town}. Their {spring cooling / fall heating} tune-up is due and their plan {renews on {date} / is current}. Msg 1: friendly reminder, offer {slot 1} or {slot 2}, or book at {link}. Msg 2 (4 days later): short nudge mentioning one plan benefit ({priority service / no overtime fees}). Under 220 characters each, no hype.Last reviewed October 15, 2026. Tool names and features change; check vendor docs before you build.
Every new lead, whether a website form, Google Local Services Ads message, Angi, Thumbtack or Facebook, gets a personal-sounding reply within a minute, two or three qualifying questions, and a booking link. Qualified leads are pushed to the CRM and flagged for a callback.
Home Services · Contractors & Remodelers · HVAC · Plumbing · Roofing · medium complexity
When a call goes unanswered, the caller gets a text within a minute ('Sorry we missed you, this is {Company}. What can we help with?'). An AI assistant handles the first few replies, asks for the job details, and gives the lead to a person or a booking link.
Plumbing · HVAC · Home Services · Contractors & Remodelers · Auto Repair · low complexity
When a job is marked complete and paid, the customer gets a short text (and email backup) asking for a Google review with a direct link. Unhappy responses go to the owner privately so they can fix things. Every customer gets the same request, as Google's policy requires.
HVAC · Plumbing · Home Services · Dental · Auto Repair · Contractors & Remodelers · Med Spas & Salons · low complexity