Seasonal reminders
What we send for hvac shops
Ordered by season, not by calendar deadlines. We email them, and text after they opt in.
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Spring AC tune-up
Mar–May: past cooling customers get a reminder before the first 85° day.
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Fall heat tune-up
Sep–Oct: furnace and boiler customers book before the first cold night.
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Membership / club renewals
After any tune-up or repair, invite priority scheduling and both seasonal visits.
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Filter due dates
Recurring filter reminders so forced-air homes don’t wait for a failure.
Services we cover in outreach
Built around real hvac shops work
- AC and heat tune-ups
- Maintenance agreements
- Repairs and diagnostics
- System replacement options (no pressure)
- Thermostats and IAQ add-ons
- Emergency after-hours handoff via AI answering (included in the monthly plan)
Win-backs
Bring quiet accounts back
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Tune-up last year, quiet since
11-month anniversary of the last seasonal visit.
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Repair without membership
After a repair, offer the plan that covers both seasons.
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Aging system check-in
Calm options quote when CRM age or repeat repairs suggest it’s time — never scare copy.