Use cases / Retention

Seasonal Reactivation Campaigns (Past Customers)

In short: Past customer list sits unused while you buy new leads at $40-120 each. This workflow uses CRM export + GHL/n8n + SMS/email (consent-checked) to fix it, and it is rated medium to set up.

Trades
HVAC, Plumbing, Electrical
Category
Retention
Difficulty
Medium
ROI lever
Revenue per past customer
Tools
CRM export + GHL/n8n + SMS/email (consent-checked)

Workflow

  1. Segment: no service 12+ mo, system age, last service.
  2. Offer tune-up/inspection relevant to season.
  3. AI handles replies, books.
  4. Report bookings vs list size.

Starter prompt

You are planning a seasonal reactivation campaign for [Company]. Input: a consent-checked list of past customers with last service date, equipment age, and service type. Segment them (e.g. no service 12+ months, older systems, past repair customers) and write one short SMS and one email per segment offering a [season] tune-up or inspection with [offer, if any]. When someone replies, book them into the open slots provided. Skip anyone marked do-not-contact. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: 1-3% reply-to-booking on a clean, consented list is a cautious test range - suppress opt-outs and recent contacts.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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