Seasonal Campaign Setup

How Pre-Built Seasonal Campaigns Go Live in 48 Hours

We configure, load, and launch done-for-you seasonal campaigns calibrated to your trade — HVAC, plumbing, electrical — so booked jobs show up in your calendar before the demand spike hits. You provide three things. We handle the rest.

The Problem With Building Seasonal Campaigns Yourself

Most contractors think about their fall HVAC campaign about two weeks after they should have sent it. You're slammed, the season is already hitting, and building a campaign from scratch means 8–10 hours of work — writing copy, setting up SMS sequences, configuring email follow-ups, getting timing right — all done at 11pm when you should be sleeping.

Even contractors who do build campaigns usually make the same three mistakes: one blast with no follow-up, so contacts who didn't respond the first time never hear from you again; generic copy that could fit a pet groomer as easily as an HVAC contractor; and campaigns that fire after the demand spike has already peaked, which means you're competing with a market that's already fully booked.

The problem isn't seasonal marketing. It's the execution. A campaign that fires two weeks late is worth half what an on-time campaign recovers. A one-shot blast with no follow-up leaves the majority of potential bookings sitting in your contact list — uncontacted, un-booked, and handing those jobs to whoever reached out first.

Step 1 — You Provide Three Things (Takes Under 30 Minutes)

Here's exactly what you hand over: your existing customer list, your service area, and your seasonal service menu.

Your customer list can be a spreadsheet or CSV export from your invoicing software, CRM, or bookkeeping tool. Names and phone numbers are the minimum. Email addresses help. If you've been in business three or more years, that list contains past customers who paid you once and still have a home that needs service — your highest-value campaign audience.

Your service area tells us the geography: cities, counties, or zip codes you cover. A contractor in Minneapolis has a different fall HVAC window than one in Phoenix. Timing depends on your climate zone.

Your seasonal service menu is the list of services you want to promote by season — fall furnace tune-ups, spring AC start-ups, winter emergency plumbing, summer drain maintenance. You list them. We build the campaigns.

That's the entire intake. No strategy calls. No 40-question form. Your input takes under 30 minutes.

  • Your customer list — CSV or spreadsheet export from invoicing software, CRM, or bookkeeping tool
  • Your service area — cities, counties, or zip codes you cover
  • Your seasonal service menu — the specific jobs you want to push each season

Step 2 — Campaigns Are Pre-Built to Your Trade and Loaded Into Your System

Every campaign we configure arrives pre-written with copy calibrated to your specific trade. An HVAC fall tune-up campaign reads differently than an electrical panel inspection or a water heater flush. The urgency triggers are different. "Your furnace hasn't been serviced since last spring — get it checked before the first cold snap" is not the same message as "your water heater is past its average service life."

Campaigns are pre-timed to fire one week before each demand peak in your region. Each sequence contains multiple touches: an opening SMS, a 48-hour follow-up for non-responders, an email follow-up on day three, and a final reminder. No one-shot blasts. Sequences recover the contacts who don't book on the first message — and those contacts are a significant share of total potential bookings.

The copy pre-qualifies leads. By the time a contact books, they've confirmed the service they want, their address, and an availability window. Your dispatcher sees confirmed appointments, not unqualified inquiries.

Before anything touches your live customer list, every sequence runs through a full end-to-end test — first SMS through booking confirmation, against a test contact. If something breaks, it breaks in the test.

Step 3 — Sequences Fire Automatically at the Right Time of Year

"Automatic" means your customer list activates every fall and spring without you approving anything, logging in anywhere, or remembering a date. The campaign calendar is set for a full year — every seasonal peak relevant to your trade, pre-scheduled to fire on the correct date for your region.

When a contact replies to a campaign SMS, the system handles the first layer of response. Contacts ready to book get a link that routes directly to your calendar — they pick a time slot, confirm their address, and receive an automated reminder 24 hours before the appointment. Contacts with questions get responses covering the common ones — what the service includes, how long it takes, what the price range looks like — and anything that needs a human escalates to your phone.

Contacts who don't respond get the 48-hour follow-up, then the day-three message. You don't track who responded. You don't remind your team to follow up. Non-responders who still don't convert are tagged for the next campaign cycle — fall contacts carry forward to spring, and so on.

To understand what a single campaign cycle recovers in revenue, the mechanics above are what drive those numbers.

Step 4 — Booked Jobs Show Up in Your Calendar

This is the part contractors have to see to believe. You don't get a lead notification. You don't get an email with a form submission. You don't log into anything. You get an appointment in your calendar.

The appointment shows the customer's name, phone number, service requested, address, and the time slot they booked. Your tech has everything needed before the job starts. The customer gets a reminder the morning of. The job happens.

Emergency replies — burst pipe at 2am, furnace down in January — escalate to your phone in real time. Non-emergency bookings from the campaign sequence land in the next available slot without waking you up.

You run your trade. The campaigns run themselves.

What You Never Have to Touch

Here is everything we handle on an ongoing basis after you go live. You never touch any of it.

This is the difference between done-for-you and a platform you pay monthly but still have to operate yourself. A platform gives you tools. We run the system.

  • List hygiene — opt-outs removed within minutes, duplicates merged, bounced numbers suppressed
  • Opt-out compliance — proper handling built into every sequence, opt-outs honored across all future campaigns
  • Timing adjustments — fire dates moved for regional weather shifts or service changes without involving you
  • Seasonal copy refreshes — updated every spring and fall with current offers and updated urgency triggers
  • New service adds and removals — we build the campaign when you add a service, suppress it when you drop one
  • Deliverability monitoring — carrier-level issues resolved before they affect your contacts

The First 48 Hours: A Real Timeline

Here's exactly what happens from the moment you sign up to campaigns live in your market:

Hour 0–1 — You complete the intake: customer list, service area, service menu. Under 30 minutes on your end.

Hours 1–8 — Your customer list is imported, cleaned, and deduplicated. Campaign templates are matched to your trade. Timing is calibrated to your region.

Hours 8–24 — Campaign copy is reviewed for your specific offers. Booking calendar is connected. Follow-up sequences are configured per campaign.

Hours 24–36 — End-to-end test run. Every sequence fires through a test contact. Booking flows, calendar sync, and opt-out handling are confirmed. If something breaks, it breaks here — not on your customers.

Hours 36–48 — You're live. Active sequences are scheduled. Upcoming seasonal campaigns are queued on your campaign calendar.

For the full breakdown of what the first 48 hours of onboarding look like — including what happens in the weeks after launch — see the detailed onboarding guide. Ready to move? get your seasonal campaigns live in 48 hours.

Frequently asked

How do you time seasonal campaigns for different parts of the country?

Timing is calibrated to your service area's climate zone. A fall HVAC campaign for a contractor in Minneapolis fires 2–3 weeks earlier than the same campaign for a contractor in Atlanta. When you provide your service area during intake, we set fire dates to hit your local demand peak — not a national average date that misses your market window.

What seasonal campaigns are pre-built for HVAC, plumbing, and electrical contractors?

For HVAC: fall furnace tune-up, spring AC start-up, summer filter replacement, winter emergency response. For plumbing: spring pipe inspection, winter freeze prep, summer drain maintenance, water heater service. For electrical: spring panel inspection, fall generator check. Campaigns for emergency reactivation and maintenance plan enrollment are also available. The exact set depends on your seasonal service menu.

What happens when a contact replies to a campaign at 3am?

The system handles it without waking you up. Contacts who reply outside business hours get a response confirming their interest and routing them to your self-booking calendar. They pick a time slot, receive a confirmation, and the appointment lands in your calendar. Genuine emergencies — "pipe burst right now" — trigger a real-time escalation to your phone regardless of the hour.

Do I need to update campaign copy every season?

No. Seasonal copy refreshes are part of the ongoing service. We update campaign content every spring and fall — revised offers, updated urgency triggers, current pricing cues. You don't write a word. If you add or drop a service from your menu, let us know and we make the change within 24 hours.

How are opt-outs handled across seasonal campaigns?

Any contact who opts out of a campaign SMS is removed within minutes and flagged across your entire contact list. They will not receive future seasonal campaigns, nurture sequences, or any other automated outreach. Opt-out records are stored permanently. This handling is built into every sequence we configure — you don't manage a suppression list or risk re-messaging an opted-out contact.

Your Next Seasonal Rush Starts in 48 Hours

Your customer list has $500–$2,000 jobs in it right now — HVAC tune-ups, water heaters past service life, past customers who haven't heard from you since the last job closed. Pre-built campaigns put those bookings in your calendar before the rush starts, not after.