What it fixes
Past customers and old leads already know your name, and a booked estimate from them costs no ad click. We cut your list into groups by last contact, service and consent status. Then we plan waves with a real reason to call now: a season, a service that is due, an open slot. We keep one group back so the result is real. We count booked estimates, held visits and sold jobs.
What the research says
- 33.6%
A third of homeowners hire a contractor they have worked with before. Staying in touch with past customers keeps you on that list.
Mantel, Homeowner Shopping Attitudes Report (2025) - 73%
Seventy-three percent of homeowners now pick their HVAC contractor by calling a company they have used before. Your past customers are your first call list.
Clear Seas Research (BNP Media) with The ACHR NEWS, Survey shows how homeowners choose their HVAC contractor (2024) - 39%
Repeat customers made up 39% of revenue for residential service contractors. Your existing customer list is a large revenue source.
ServiceTitan, Residential Service Report (2023)
What's inside
- 01
Cut the list by last contact, service and value
- 02
Check consent for each channel
- 03
Choose a reason to reach out: season, service due, open slot
- 04
Plan waves small enough for your crew to handle
- 05
Keep a held-out group to measure the real gain
- 06
Read booked estimates and sold jobs on a set date
Deep-dives inside the playbook
- Campaign plans
- Consent and list hygiene
See it in action
We have about 1,800 past customers and old quotes in our CRM at our pool company in Orlando. Can we use that list this spring?
A segment table shows live counts by last-contact range, consent per channel and expected value. The campaign plan has three waves, starting with past customers due for opening service, then old unsold quotes, sized to your crew's open slots. Messages are marked DRAFT, with consent and STOP lines. Launch needs your approval, exact segment IDs and a held-out group. Measure booked estimates and sold jobs.
At $10M and up
How it runs in a larger operation
A large customer base is a sleeping asset, and it is also a consent risk. Segments are built from the CRM with consent checked per channel. Waves are sized to crew capacity at each branch, with a held-out group to prove what the campaign added.
- Segments built from CRM with consent per channel
- Waves sized to branch crew capacity
- Held-out group proves the lift
