Book a Revenue Review

FREE 20-MINUTE HOME-SERVICE WORKSHOP

Turn unsold estimates and past customers into booked appointments.

Build a focused 30-day follow-up plan from the customer records you already have, without treating every old record the same.

List cleanupReason-first outreachHuman plus automation

THE WORKSHOP

Four decisions that keep a database campaign from becoming random follow-up.

01

Pick the right records

Start with a defined estimate-age window. Remove completed jobs, duplicates, opt-outs, and records you are not permitted to contact.

02

Give every touch a reason

Lead with the estimate, the customer history, or the service need. Do not open with a generic promotion.

03

Plan the workload

Calculate the eligible pool, touches per record, weekly activity, and team hours before you turn anything on.

04

Close the loop

Disposition every reply. Track contacted records, conversations, booked jobs, held appointments, and opt-outs as separate stages.

THE 30-DAY MODEL

Clean list. Relevant reason. Measured follow-up.

Week 1Prepare and launch
Week 2Follow up with context
Week 3Escalate real interest
Week 4Close loops and score

BUILT FOR OPERATORS

This is not a motivational webinar.

It is a working session for HVAC, plumbing, roofing, electrical, and other home-service teams that have records sitting in Jobber, Housecall Pro, ServiceTitan, another CRM, or an exportable customer file.

You will see what should remain human, what can be automated, and where consent and opt-outs have to control the campaign.

Join the workshop access list

GET THE WORKSHOP

Get the field guide now, then receive the workshop when it is ready.

Join the access list and download the six-page 30-Day Unsold Estimate Follow-Up Plan today. We will email the 20-minute recording when it is released.

  • Six-page implementation field guide now
  • 20-minute workshop recording when released
  • Optional Revenue Opportunity Review

The field guide is available after submission. We will send the workshop recording to the email you provide when it is released.

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Download the field guide now. We will email the workshop recording when it is released.

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Use customer records responsibly.

Honor federal and state do-not-call rules, consent requirements, carrier rules, and every opt-out. A past estimate does not automatically establish permission for automated marketing messages. This workshop provides general information, not legal advice.