Seasonal Service Reminder Campaigns
The Problem
Customers don't think about HVAC maintenance until their AC dies in July or their heat goes out in January. By then it's an emergency — they call whoever answers first, not necessarily you. Meanwhile, your spring and fall are slow because nobody is proactively booking tune-ups. You've got techs sitting idle while your schedule has holes.
The Automation
Pre-scheduled seasonal campaigns fire automatically: Spring AC tune-up reminders in March, fall furnace check-up reminders in September, water heater flush reminders in October, gutter cleaning in November. Each campaign targets past customers who had that specific service type and offers early-bird pricing for booking ahead of the rush.
The Benefit
Slow seasons fill up 2-4 weeks earlier. Past customers book maintenance before the rush, which means steady revenue year-round instead of feast-or-famine cycles. You also catch small problems before they become emergency calls — building customer loyalty and lifetime value. Maintenance agreements become an easy upsell during these visits.
How It Works — Step by Step
Set Campaign Dates
Trigger: Calendar-based — fires on pre-set dates (e.g., March 1 for spring AC campaign, September 1 for fall heating).
Filter Audience
Audience filter: Pulls customers who had the relevant service type in the past 2 years but haven't booked maintenance this year.
Send SMS Campaign
"Hi [name], spring is here! Time to get your AC tuned up before the Charlotte heat hits. Book this week and save $30: [link]"
Send Email Follow-up
Branded email with seasonal maintenance checklist + booking CTA + maintenance agreement upsell.
Day 5 Final Reminder
"Last call for early-bird pricing on your AC tune-up, [name]. Slots are filling up for April. [link]"