MARKETING AUTOMATION
Market every week. Without the busywork.
Your best marketing happens after the first job: reminders, reviews, referrals and seasonal offers. We automate those campaigns, so past customers come back and new ones find you while you work.
Free tool · 2 minutes
The Marketing Automation Scorecard
Eight questions show which campaigns you're missing.
Try it nowMarketing is always next week's job.
You know you should send a seasonal reminder. Ask for reviews. Check in with last year's customers. Thank the neighbor who sent you a referral.
Then a busy week hits, and marketing slides again. By the time things slow down, your phone is quiet and you're starting from zero.
Most service businesses market in bursts: busy, then panic, then busy. The jobs you lose in the quiet stretches never show up on a report.
Good customers shouldn't forget you between jobs.
What is marketing automation?
Marketing automation uses software to send the right message to the right customer at the right time, without doing each send by hand. For a service business, marketing automation covers welcome messages for new leads, seasonal and maintenance reminders, review requests, referral asks, birthday or anniversary notes, and win-back campaigns for past customers, all triggered by dates, tags or actions in your CRM.
Campaigns triggered by your customer's journey
1. Welcome.
New leads get an introduction to your business, your guarantee and your reviews.
Leads to: Trust before the first visit.
2. Review requests.
Every paid job triggers a Google review ask.
Leads to: A stronger Google profile every week.
3. Maintenance reminders.
HVAC tune-ups, gutter cleanings, pest treatments, on the right schedule.
Leads to: Repeat jobs without a sales call.
4. Seasonal campaigns.
Pre-storm roof checks, holiday lights, spring cleanings, sent to the right tags.
Leads to: Full calendars before the rush.
5. Referral asks.
Happy customers get an easy way to send a friend.
Leads to: Warm leads who already trust you.
6. Win-back.
Customers quiet for a year get a friendly check-in and a reason to book.
Leads to: Old customers back on the calendar.
Free tool
The Marketing Automation Scorecard
Answer yes only if the campaign runs on its own today.
- 1. Do new leads get a welcome series?
- 2. Do past customers get seasonal reminders?
- 3. Do you ask happy customers for referrals on a schedule?
- 4. Do old leads who never booked hear from you again?
- 5. Is your contact list tagged by service and status?
- 6. Do you have consent for marketing texts?
- 7. Is your email domain set up so messages reach the inbox?
- 8. Do you count bookings from each campaign?
How we build your marketing automation
1. Map.
On a free systems call, we map your customer journey and your busy and slow seasons.
2. Build.
We tag your customers, write your campaigns in your voice, and set the triggers in your CRM.
3. Run and review.
Campaigns run in the background. We review results and adjust each season.
We build the system. You grow the business.
Nobody opens a business to watch good customers forget them. We're here to change the ending.
We helped a duct and vent company quit paying for HomeAdvisor leads. Today their Google Business Profile keeps their calendar full, and their past customers hear from them all year.
What changes when marketing runs itself
Without automation
Marketing waits for a slow week. Customers forget you. Slow seasons hit hard.
With automation
- Every paid job asks for a review.
- Every past customer hears from you on schedule.
- Slow seasons get filled in advance.
- You decide what's next. More trucks. A bigger crew. A day off.
Questions owners ask
What is marketing automation?
Marketing automation uses software to send messages automatically based on dates, tags or customer actions, such as welcome messages, review requests, maintenance reminders, seasonal campaigns, referral asks and win-backs.
What's the difference between marketing automation and lead follow-up?
Lead follow-up turns new leads into booked jobs. Marketing automation covers the whole customer journey, including past customers, reviews, referrals and seasonal campaigns.
Will automated marketing feel impersonal?
Not when messages are short, timely and written in your voice. Customers who reply reach a real person.
How often will my customers hear from me?
Usually once or twice a month at most, tied to real reasons: a finished job, a season, a maintenance date. Every customer has an easy opt-out.
Do I need a big customer list?
No. Even a few hundred past customers is a valuable list for reminders, reviews and referrals.
What does marketing automation cost?
Cost depends on how many campaigns and channels you need. We share pricing on your free systems call.
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- Reviews, Referrals & ReactivationHow to Win Back Past Customers: A Reactivation Playbook for Service BusinessesYour past customers are your cheapest jobs. Learn how to clean your list, pick the right offer, and run a reactivation campaign by text and email, with copy-ready templates.
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Stop marketing in bursts.
Book a free systems call. We'll map your customer journey and show you which campaigns fill your slow seasons.
Read the full guide: Marketing Automation for Small Business: 8 Campaigns Every Service Business Should Run