Most leads don’t buy the first time, and most businesses never follow up. Marketing automation does it for you: the right text and email, to the right person, at exactly the right moment, on autopilot.
A quote goes out, a form comes in, a past customer goes quiet, and life gets busy. Manual follow-up is the first thing to slip, and every skipped message is money left on the table. Automation makes sure it never gets skipped.
Multi-step campaigns that mix texts and emails and stop the moment someone replies or books.
A new form, a finished job, a quiet stretch: the right message fires automatically off the right trigger.
We craft every message to sound like you, so automated never means impersonal.
Every send, reply, and booking lands in the same place as your leads, reviews, and calls.
These run in the background while you work. Each one is a follow-up you’d mean to do by hand. Now it just happens, every single time.
The moment someone fills out a form or requests a quote, they get a personal text and email within seconds, while you’re still top of mind, not hours later when they’ve moved on.
A friendly “we miss you” campaign goes out to customers who haven’t booked in a while, whether that’s a seasonal check-up, a special, or just a reminder you’re still here. Dormant contacts turn back into jobs.
Someone got a quote but hasn’t booked? A gentle sequence keeps you in front of them with helpful tips and a nudge, so when they’re ready, you’re the name they call, not a competitor.
When a job wraps, an automatic thank-you asks for a review and plants the seed for the next visit, whether that’s an annual tune-up, a re-clean, or a follow-up service, without you lifting a finger.
We find the moments you’re losing leads: new inquiries, old customers, unbooked quotes.
On-brand text and email sequences wired to the right triggers, ready to run hands-free.
Follow-ups fire automatically, replies come to one inbox, and booked jobs stack up.
Marketing automation nurtures every lead you capture. These make sure more leads get captured in the first place.
For a local service business, marketing automation isn’t about blasting newsletters. It’s about following up every time, without having to remember. Something happens, like a new inquiry, a sent quote, a finished job or a customer who hasn’t booked in a year, and a planned series of texts and emails goes out on schedule. It stops the moment the customer replies or books. Here’s what that looks like in practice.
When someone fills out your form or requests a quote, they’re often contacting other businesses too. Most businesses are slow to respond. A study published in Harvard Business Review found only 37% of the 2,241 US companies tested answered a web inquiry within an hour, and 23% never answered at all. With automation, a personal text and email go out within seconds, while you’re still the business they’re thinking about.
A quote that goes out with no follow-up is easy to forget. A nurture sequence keeps you in front of the customer with a few well-timed messages: a check-in a couple of days later, an answer to a common question, a gentle nudge before the season gets busy. People decide on their own schedule. Lead nurturing makes sure that when they’re ready, yours is the name they remember.
Your customer list is one of the most valuable things your business owns, and most of it sits untouched. A database reactivation campaign reaches out to past customers and old leads who haven’t booked in a while, with a seasonal reminder, a tune-up, a re-clean or a simple “we’re still here.” People who already trust you are the easiest customers to win back.
When a job is marked complete, an automatic thank-you goes out with a link to leave a review. Our automated review requests work the same way. Later, a reminder suggests the next visit, like an annual HVAC tune-up, a gutter cleaning before fall or a six-month dental checkup, so repeat business arrives without you having to chase it.
Texts get seen fast and suit short, timely messages: “Got your request, here’s when we can come out.” Email is better for detail, like a quote recap, photos of past work or maintenance tips. Most of our sequences use both, matched to the moment. Every send and reply lands in the same dashboard as your calls and reviews, so you see the whole conversation in one place.
Marketing messages have rules. The FTC’s CAN-SPAM Act requires commercial emails to offer a clear way to opt out, honor opt-outs within 10 business days and include your physical postal address, with penalties of up to $53,088 per violating email. Texting is stricter still: customers should agree to receive marketing texts, and texting features require A2P 10DLC registration with the carriers. We build sequences with those rules in mind.
Automation only works if it sounds like you. We start by mapping the moments you’re losing leads, like new inquiries, unbooked quotes and quiet past customers. Then we write each message in your tone and wire it to the right trigger. You don’t need to learn new software. The follow-ups run in the background, and replies come to one inbox for you or our team to answer.
Marketing Automation is $100 a month as an add-on to any plan, and it’s included in our Growth and Dominate plans. Texts and emails carry small usage fees. It works best with a steady flow of leads to follow up with, which is where local SEO, the AI Receptionist and Missed Call Text Back come in. See all plans on our pricing page.
Most leads aren’t lost, they just never get followed up with, and nearly a quarter of businesses never answer a web inquiry at all. With Marketing Automation, one trigger like a new quote request starts a chain of texts and emails that runs on its own for days, weeks or even months.
Add Marketing Automation to any plan. It plugs into the same dashboard, so every recovered lead shows up right alongside the rest.
Purchase