Thousands of past customers sit in your software. Their equipment ages, their plans lapse, and nobody calls them.
- Clean the list first: remove duplicates, fix phone numbers and mark do-not-call customers.
- Sort by what predicts a sale: equipment age, last visit and open repairs.
- Start with the warmest groups: lapsed members, recent repairs on old equipment and unsold estimates.
All 6 practices, and when to get helpThe board is full in peak season and thin in spring and fall, while payroll and trucks cost the same every month.
- Look at last year's board by week, and mark the soft weeks before they arrive.
- Start calling past customers four to six weeks before the slowdown.
- Book by area and time window, so trucks aren't crossing town.
All 6 practices, and when to get helpTechs give good options, the homeowner wants to think about it, and the estimate is never mentioned again.
- Leave every estimate in writing, with options and a monthly payment.
- Call within 48 hours, and ask what questions came up, not whether they are ready.
- Plan a short sequence: day 2, day 7, day 30, then seasonally.
All 6 practices, and when to get helpMembers sign up once, the renewal date passes quietly, and the plan is gone.
- Schedule member visits proactively each season.
- Start renewal calls 60 days out, with a reminder at 30 days.
- Show members what they got: visits, discounts and what the tech found.
All 6 practices, and when to get help