Re-Marketing Engine
Turn one-time customers into repeat clients. Automated campaigns re-engage past customers at exactly the right time to drive new bookings without you lifting a finger.
Overview
Most home service businesses spend all their marketing budget chasing new leads while ignoring the goldmine sitting in their existing customer list. The Re-Marketing Engine fixes that by automatically reaching out to past customers when they are most likely to need your services again.
The core concept is simple: a customer who hired you once already trusts you. A well-timed message reminding them that their annual service is due, or offering a seasonal promotion, converts at a much higher rate than a cold lead ever will.
How It Works
The engine runs on trigger-based sequences. You define the trigger (a certain number of days since last service, a specific date, or a tag being applied) and the system executes a multi-step outreach sequence automatically.
Each sequence can include multiple touchpoints across SMS and email, spaced out over days or weeks. If a customer responds or books, the sequence stops automatically so they are not over-contacted.
Example Sequence
Setting Up Campaigns
Navigate to the Re-Marketing section and click "New Campaign." Give your campaign a name, select the target segment, choose your trigger condition, and build the message sequence. Each step in the sequence has its own message content, delivery channel, and timing delay.
Before launching, use the preview tool to see exactly which contacts match your target segment and how the messages will appear. Activate the campaign when you are ready and monitor results from the dashboard.
Customer Segments
Effective re-marketing depends on targeting the right people with the right message. Segment your customer base using these criteria to increase relevance and conversion rates.
By Service Type
Target customers who booked a specific service. Send HVAC tune-up reminders only to HVAC customers, not your plumbing clients.
By Last Visit
Reach out to customers who have not booked in 90, 180, or 365 days. The longer the gap, the more incentive you may want to offer.
By Location
Target by zip code or neighborhood. Useful when running area-specific promotions or when you want to fill a route in a certain part of town.
Channels
Re-marketing campaigns support two communication channels. Mix them within a single sequence for the best response rates.
SMS delivers the highest open rates and is best for short, action-oriented messages like booking links and limited-time offers. Email works well for longer messages with more detail, before-and-after photos, or seasonal service guides that build trust and educate.
Campaign Templates
Get started quickly with pre-built campaign templates designed for common home service scenarios.
Seasonal Promo
Time-sensitive offers tied to the season. Spring AC tune-ups, fall furnace checks, or winter pipe protection campaigns.
Service Reminder
Automated reminders based on time since last service. Ideal for maintenance plans, filter replacements, or annual inspections.
Anniversary
Celebrate the anniversary of the customer's first booking with a thank-you message and a loyalty discount on their next service.
Measuring Results
Every campaign has a performance dashboard that tracks the metrics that matter: message delivery rates, open rates, click-through rates, and most importantly, bookings generated.
Compare campaigns against each other to learn what messaging, timing, and offers resonate with your audience. Use these insights to refine future campaigns and maximize your return on every message sent.
Pro Tips for Re-Marketing
- Start with a service reminder campaign targeting customers who have not booked in 6 months. This is the lowest-hanging fruit and typically converts at 15-25%.
- Keep SMS messages under 160 characters so they are delivered as a single text. Longer messages get split and can feel spammy.
- Always include a clear call to action with a direct booking link. Make it as easy as possible for the customer to say yes.
- Run seasonal campaigns at least 3 weeks before the season starts. Customers who book early fill your calendar before the rush.