System 09: Reactivate past customers

Win back past customers and dormant leads with simple email/SMS campaigns for HVAC and plumbing. Reactivation that books jobs without more ad spend.

Curriculum system in the free Booked Jobs Machine (you run it). Same systems when I install for you (Booked Jobs Machine - Installed). New here? One system this week - not all 12.

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

  1. Export completed jobs from the last 12 months (name, phone, email, service, date, city).
  2. Segment into 2–3 lists: recent (0–6 mo), dormant (6–18 mo), high-ticket past (water heater / system replace).
  3. Write one offer (example: AC tune-up $X, drain special, water heater flush, filter + safety check).
  4. Send SMS first (highest open rate); email second if you have addresses.
  5. Tag every booked job source = reactivation for System 12.

Simple Reactivation Sequence (7 days)

DayChannelMessage goal
0SMSOffer + book CTA (link or “reply YES”)
2SMSSoft bump - scarcity or season
5Email or SMSLast call + review social proof
14OptionalDifferent 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

TradeStrong reactivation offers
PlumbingAnnual drain clean, water heater flush/check, leak insurance-style maintenance, seasonal pipe check
HVACSpring/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.
  • Installed (I run it): I build segments and automations on my platforms 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 Booked Jobs Machine - Installed. You run it free from a spreadsheet; when I install it, segments and automations run 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: Booked Jobs Machine - Installed.

← System 08 · Booked Jobs Machine · System 10 →

Was this helpful?