Referral asks
Give past customers a simple way to pass your name along.
05 · For people who already know you
Old customers should not need a detective to find you again.
Send useful referral asks, seasonal reminders, and past-customer follow-up without rebuilding the message every time.
Your customer list is not a slot machine. Send something useful, keep it occasional, and only use marketing channels people agreed to receive.
Why this exists
Good customers forget who did the work.
A year later, the homeowner remembers the new deck but not the company name. A sensible reminder can put your contact information back in front of them when the timing makes sense.
What it changes
The useful parts. No feature soup.
Seasonal reminders
Bring up the work that actually makes sense for the season and trade.
Past-customer follow-up
Check in after enough time has passed without writing every message from scratch.
Permission-aware sending
Marketing messages stay limited to people who agreed to receive them.
How it actually works
From setup to a real customer conversation.
Pick the audience
Choose the customer group that actually fits the message.
Choose the campaign
Start with an approved referral, seasonal, or follow-up message.
Review before sending
Check the offer, timing, links, and opt-out language.
Send and handle replies
Responses come back into the same inbox for a real person to manage.
What is included
Enough to use. Not enough to need a software degree.
The exact setup follows the business, but this is the working scope behind the service—not a pile of vague “optimization” line items.
- Referral campaign templates
- Seasonal reminder templates
- Past-customer follow-up
- Audience tags and basic segments
- SMS and/or email delivery
- Opt-out handling
- Shared-inbox replies
- Plain-English send reporting
Good fit
Yep.
You have a real customer list, clear permission, and something genuinely relevant to say once in a while.
Bad fit
Nope.
You want to buy a list, blast strangers, send daily offers, or disguise a marketing message as a service update.
Questions people actually ask
Straight answers before the sales call.
01Do these send automatically?
Some can be scheduled; others are deliberately one-click so you review the audience and message before they go out.
02Can I text every customer I have ever had?
Not automatically. Marketing texts depend on the consent and relationship attached to each contact. We set up the lists accordingly.
03Will you write the campaigns?
Yes. We provide short starting messages in your voice and adjust them for the trade and season.
04Where do replies go?
Back into the all-in-one inbox, attached to the customer record.
Want to see customer campaigns in the real workflow?
Bring the ugly website. We have seen worse.
We will look at what you have, show you the useful parts, and give you a straight answer about what is worth fixing. Twenty minutes. No 90-minute pitch deck.
Book the 20-minute demo