CRM, follow-up, and database reactivation

Marketing Automation Built for How Home Services Actually Sell

Marketing automation for contractors solves three specific problems: leads that go cold because no one called in the first 5 minutes, estimates that never get followed up on after the first "we'll think about it," and past customers who forget you exist by the time their next system fails. Solving those three usually adds 15–30% to booked revenue without spending another dollar on ads.

How it works

Built for how home services actually sells

STEP 01

Speed-to-lead

Every form fill, LSA call, Meta lead, and chat submission triggers an instant SMS to the customer plus a call task to the office within 60 seconds. Leads called in under 5 minutes book at roughly 5x the rate of leads called in an hour.

STEP 02

Unbooked estimate follow-up

Automatic multi-touch follow-up (SMS + email) for estimates that didn't close, spaced across 30 days. Most contractors send zero follow-ups. Even 3 recovers 10–20% of otherwise lost jobs.

STEP 03

Database reactivation

One-time campaigns to your existing customer list, seasonal tune-ups, expiring warranties, referral offers. Your customer database is the cheapest source of revenue you have, and most contractors never touch it.

STEP 04

CRM setup or optimization

We work inside HubSpot, ServiceTitan, Housecall Pro, Jobber, or whatever you're already on. We're not here to sell you new software, we're here to make what you have close more jobs.

What's included

Everything in the retainer

  • ✓Speed-to-lead SMS + call routing setup
  • ✓Multi-channel unbooked-estimate follow-up
  • ✓Quarterly database reactivation campaigns
  • ✓CRM pipeline setup or cleanup
  • ✓Missed-call text-back
  • ✓Reporting on lead-to-appointment and lead-to-sale rates
Expected results

What we optimize toward

0x
Lift in lead-to-appointment rate with 5-min response
0–20%
Estimates recovered with automated follow-up
0–30%
Revenue lift from database reactivation

Timeframe: Speed-to-lead ships in 2–3 weeks. Full automation stack live within 30–45 days.

Applied to your trade

See how this service works for your industry

HVAC
HVAC Marketing
Plumbing
Plumber Marketing
Roofing
Roofing Marketing
FAQ

Common questions about marketing automation & speed-to-lead

Do I need a CRM to run marketing automation?
Yes, but you probably already have one. ServiceTitan, Housecall Pro, Jobber, and HubSpot all support the automations we build. If you're running the business on a spreadsheet or email inbox, we'll help you pick and set up the right platform first.
What is speed-to-lead?
Speed-to-lead is the time between when a lead comes in and when you actually reach them. Research consistently shows leads contacted in under 5 minutes convert at 4–5x the rate of leads contacted in an hour. For home services it's often the single highest-ROI change a company can make.
How much does marketing automation cost?
Software costs are usually already covered by your existing CRM. Our automation buildout is a one-time setup fee plus a monthly management retainer. Most contractors see the setup fee returned within 60 days from recovered estimates alone.
Will this replace my CSRs?
No. It makes your CSRs and sales reps more effective by delivering warm leads faster and doing the boring follow-up they don't have time for. The goal is to free your team to focus on live calls and in-home appointments.
Can you integrate with ServiceTitan / Housecall Pro / Jobber?
Yes. We've built automation stacks on all three plus HubSpot, GoHighLevel, and custom setups. If your platform has a webhook or an open API, we can wire it up.

Free Marketing Audit

48-hour recorded video audit, rankings, ads, site, competitors, action plan. No sales call required.

Other services we run for home services businesses

Home Services SEO
Rank on Google and Google Maps for the searches that book jobs.
Google Ads & Local Services Ads
Pay-per-click and pay-per-lead campaigns that fill your calendar this week.
Meta Ads (Facebook & Instagram)
Fill the pipeline for higher-ticket jobs homeowners aren't Googling yet.
Website Design & Development
High-converting websites built for the searches that matter and the mobile phones that dial you.
Reputation & Reviews
Turn every completed job into a 5-star review that ranks you higher and closes more calls.