Curriculum system for HVAC and plumbing. Part of the Booked Job Machine. Work with Nef installs for founding clients.
New leads are expensive. Past customers already trust you — most shops never ask them back with a clear offer and calendar CTA.
At a Glance
- Outcome: Book jobs from customers and leads you already paid to acquire
- This week: Export last 12 months of customers; send one reactivation blast
- Stack: CRM/export → segment → SMS/email sequence → calendar book → tag source
reactivation - Related: Templates · Follow-up (System 08) · Reviews (System 10)
Do This Week
- Export completed jobs from the last 12 months (name, phone, email, service, date, city).
- Segment into 2–3 lists: recent (0–6 mo), dormant (6–18 mo), high-ticket past (water heater / system replace).
- Write one offer (example: AC tune-up $X, drain special, water heater flush, filter + safety check).
- Send SMS first (highest open rate); email second if you have addresses.
- Tag every booked job
source = reactivationfor System 12.
Simple Reactivation Sequence (7 days)
| Day | Channel | Message goal |
|---|---|---|
| 0 | SMS | Offer + book CTA (link or “reply YES”) |
| 2 | SMS | Soft bump — scarcity or season |
| 5 | Email or SMS | Last call + review social proof |
| 14 | Optional | Different offer for non-openers |
SMS skeleton:
Hi [Name] — [Company]. It's been a while since we [last service].
We have [offer] open [this week / this month] for past customers in [City].
Reply YES or book: [link]. Text STOP to opt out.
HVAC vs Plumbing Offers
| Trade | Strong reactivation offers |
|---|---|
| Plumbing | Annual drain clean, water heater flush/check, leak insurance-style maintenance, seasonal pipe check |
| HVAC | Spring/fall tune-up, filter plan renewal, “before the heat/cold hits” safety check, IAQ add-on |
Platform Notes (DIY vs Nef)
- DIY: Phone/CRM broadcast or a simple email tool is fine to start.
- Managed: Founding / Full Acquisition Machine builds segments and automations on Encharge (and related tools) so reactivations run without you remembering.
- Always honor STOP / unsubscribe and local messaging rules.
Red Flags
- Blasting everyone the same “we miss you” with no offer
- No source tag on booked reactivation jobs
- Texting people who opted out
- Promising prices you cannot hold on truck
How This Fits the Machine
Reactivation is a core differentiator of the Full Acquisition Machine. DIY owners can blast from a spreadsheet; founding clients get segments and automations on Encharge (and related tools) so past customers come back without heroics.
Next Step
Pair reactivation with System 10 · Reviews so every returning job also asks for a Google review.
Stuck building the machine? Founding free Full Acquisition Machine.