Marketing & Follow-Up
Maintenance Reminder Sequence
No-Code Flow
2 hours
The Problem
Hundreds of past customers need annual maintenance. Nobody reminds them. They forget about you and call whoever shows up first in a Google search. This automation sends a 3-touch reminder sequence at 10, 11, and 12 months with a direct booking link. Reference their specific job in the message ('Hey Sarah, it has been about a year since we replaced that J-fitting in your basement') so it reads like a personal text, not a blast. Repeat customers cost you nothing to acquire — that is pure margin.
How It Works
Input
Completed service record with customer, service type, date
Transformation
Automated sequence at 10, 11, 12 months: reminder, discount offer, final notice. Direct booking link.
Output
Recurring revenue on autopilot. Customers rebook before thinking about competitors.
Importable Templates
PRD
prd here
RolesOwnerOffice Manager
IndustriesHVACPest ControlCleaningLandscaping
PrinciplesAutomate the Follow-ThroughYour Data is Worth More Than You Think