Cheaper work
Existing customers convert far more easily than cold leads.
Automation solution
Automated Marketing
Turn your existing customer list into repeat and referred work.
Example workflow
- 1Segment defined from job history
- 2Campaign scheduled or triggered
- 3Email and SMS sent to the segment
- 4Responses captured as leads
- 5Leads enter the normal pipeline
- 6Bookings attributed to the campaign
- 7Results reported on the dashboard
The problem
A customer list that does nothing
The cheapest work available to a service business is a job for someone who has already paid you once. Most businesses never contact those customers again.
Marketing automation puts that list to work with campaigns that run on a schedule and target the right segment.
Hundreds of past customers sit in an inbox or a spreadsheet. Meanwhile the business pays for new leads through ads and directories.
- No contact after the job is finished
- Seasonal services never promoted to the obvious audience
- No segmentation, so messages feel irrelevant
- Referrals left to chance
- No measurement of what any of it produced
The solution
Campaigns that run themselves
Segments are built automatically from job history: service type, last job date, location and value.
Campaigns then run against those segments — annual reminders, seasonal offers, reactivation for customers who have gone quiet, and referral prompts after strong reviews.
How the automation works
- Step 1
Segment
The CRM builds live segments from real job data — no list maintenance required.
- Step 2
Schedule
Campaigns run on fixed dates or on rolling triggers such as twelve months since last service.
- Step 3
Deliver
Email and SMS campaigns go out with the same branding as your transactional messages.
- Step 4
Measure
Enquiries generated by each campaign are attributed back on the dashboard.
Benefits
What changes in your week
Smoother seasons
Quiet periods can be filled deliberately rather than endured.
Relevant messages
Segmentation means customers only hear about work that applies to them.
Measurable results
Every campaign reports on enquiries and bookings produced.
Included features
- Automatic segmentation
- Reactivation campaigns
- Seasonal and annual reminders
- Referral prompts
- Email and SMS campaigns
- Campaign attribution reporting
- Unsubscribe and preference handling
FAQ
Frequently asked questions
Common questions about marketing automation.
Keep reading
Explore related automation
Automation rarely works in isolation. These pages cover the parts of the system that connect to this one.
- Email AutomationEvery customer email sent on time, on brand, without being written by hand.Read more
- CRM AutomationA customer record that updates itself as work moves through the business.Read more
- Social Media AutomationConsistent posting from the work you already do, without a marketing team.Read more
- Review AutomationConsistent review requests at the right moment, with unhappy feedback caught first.Read more
- Automation for Garages and Automotive BusinessesMOT and service reminders, easy bookings and clear repair communication.Read more
- Automation for Plumbers and Heating EngineersEmergencies triaged, boiler services recurring, installation quotes followed up.Read more
Automate marketing automation in your business
Tell us how your business works today and we will configure the automation around it.