CRM automation for home services
Cleaning, renovation, sealing, detailing, and other trades that win jobs by answering first.
Campaigns, review requests, and follow-up that go out on schedule, whether or not anyone remembers to hit send.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
Our marketing automation services keep you in front of past customers and warm leads without anyone hitting send. Email and SMS marketing usually falls off the to-do list the moment things get busy. We build the campaigns, drip sequences, and review and referral flows once, so they keep running on their own and keep bringing work back in.
These are the build steps inside your 14-day Flow Fix, after your free audit and Lead Leak Map.
By lead stage, service history, and engagement.
Timing and content for each segment.
Triggered by job completion, not memory.
Open and reply rates guide regular improvements.
“Our leads came in from the website, directory listings, and the phone, and we handled each one by hand. Now they all land in one place, every new lead gets an estimate within minutes, and follow-up, confirmations, and review requests run without us.”
“Our consultation bookings were up and down, and nobody qualified a lead before it hit the calendar. Now every lead is qualified before it books, old contacts we had given up on are coming back, and bookings are finally predictable.”
“We were tracking referrals by hand, with no tiers and nothing to stop people gaming it. Now rewards go out on their own at every milestone, abuse gets caught automatically, and nobody has to watch over it.”
Marketing automation covers the campaigns and sequences that are easy to plan and hard to keep running consistently: drip sequences for leads that haven't converted yet, win-back messaging for past customers, and review or referral requests triggered automatically once a job is marked complete.
The common failure mode without it isn't a lack of ideas, it's inconsistency. Email and SMS marketing tends to happen in bursts around a slow week, then goes quiet for months once things get busy again. Automating the sequences and the triggers, such as job completion, time since last contact, or engagement level, means the marketing keeps running on its own instead of depending on someone remembering to hit send.
Segmentation matters here too. A lead that just inquired and a customer from two years ago shouldn't get the same message, and building lists around where someone actually is in the relationship is what keeps automated marketing from feeling like a blast to everyone at once.
We draft the sequences and messaging as part of setup; you review and approve before anything goes live.
Sequences are paced and segmented so people aren't hearing from you constantly, and anyone can unsubscribe. Lists are built to match where someone actually is in the relationship, not blasted as one group.
In most cases, yes. We connect to what you already have rather than asking you to replace it, unless the current tool is genuinely the bottleneck.
Marketing automation runs your campaigns on schedule. AI automation runs the conversation. Here's how the two are different, and when you need both.
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.