What You Provide (It Takes Under 30 Minutes)

Most contractors stall at setup because they picture a two-hour intake call and a pile of forms. The reality: you hand us four things.

Your customer list. A CSV from your current system, a QuickBooks export, or a plain spreadsheet. Name, phone number, and (optionally) last service date. If it's messy, we clean it — deduplicating contacts and scrubbing numbers that can't receive texts.

Your service area zip codes. Paste them in a text field. Five zips or fifty. Geography drives timing — a fall HVAC tune-up campaign fires in late September in Minneapolis, not in Phoenix.

Your service menu. What you offer and what you don't. We're writing "heating season tune-up, $79, book online" copy with your business name and city — not generic filler.

Your booking calendar link. Whatever you're currently using. We configure every call-to-action to route directly into your open slots.

That's the complete intake. Most contractors finish in under 20 minutes. No technical knowledge required — if you can attach a file to an email, you're qualified.

Customer list — CSV, spreadsheet, or CRM export (we clean it if it's messy)
Service area zip codes — any format, any volume
Service menu — what you do and what you don't
Booking calendar link — Google Calendar, Calendly, or your existing booking system

What We Configure in the First 24 Hours

Once we have your four inputs, the clock starts. Here's what gets built.

Campaign calendar. We map your seasonal windows to your geography and service mix — spring plumbing inspection, summer AC tune-up, fall heating prep, winter emergency response. Each campaign gets a target fire date and a backup window if you launch off-cycle.

Copy customization. Every SMS and email in every sequence is rewritten to your business name, your city, and your specific offer. The message your customers receive reads like it came from you — because it's your phone number, your brand name, and your actual offer price.

Sequence logic. Each campaign runs a three-message sequence: initial offer, a 48-hour follow-up for non-responders, and a final reminder 24 hours before the offer window closes. Branch logic handles three outcomes: booked, responded but not booked, and no response.

Compliance defaults. STOP keyword processing, automatic unsubscribe tracking, quiet-hours enforcement (no messages before 8 AM or after 8 PM local time), and consent-flag verification against your list before any message fires.

Nothing touches your customer list until QA is complete — covered in the next step.

Testing: How We Verify Campaigns Before They Fire

Nothing reaches your customer list until we've cleared four checkpoints.

Test sends to a seed list. Every campaign fires to an internal test list first — confirming SMS messages deliver, emails hit inboxes instead of spam folders, and every link resolves to your live booking page.

Calendar booking link verification. We click through the entire booking flow as a customer would: pick a date, pick a time, confirm the appointment. If your calendar has conflicts or blackout dates that block a booking, we catch them here — not at 11 PM when your fall tune-up campaign is hitting 600 contacts.

Opt-out flow testing. We send a STOP reply and confirm the automated suppression fires correctly. The contact exits the active list, receives the required opt-out confirmation, and receives no further messages in that sequence.

You receive a test message on your own phone. Before we mark any campaign ready, you see the exact message your customers will receive — your business name, your offer, your booking link. If anything needs adjustment, you tell us, we fix it. No campaign goes live without your eyes on what's going out.

Handoff: What Live Looks Like on Day Three

Day three, you receive one document: your campaign schedule.

It lists every campaign configured, the exact date each fires, the estimated send count per campaign based on your list size, and a plain-English description of what customers will receive. You read it, confirm it looks right, and we arm the sequences.

What you do not have to do: log into anything, approve individual messages, monitor delivery rates, manage unsubscribes, or adjust timing windows. That's handled from our side.

What you will see starting the day your first campaign fires: booking confirmations appearing in your existing calendar. The same calendar you already use. Confirmed appointments from customers who got the message and booked directly.

If a customer calls instead of booking online, your AI Receptionist answers, qualifies the lead, and books the job — the campaign and the receptionist work together. One surfaces the demand; the other captures every inbound call it generates.

You show up to the appointments.

Your First Campaign Cycle: What to Expect in Week One

Response volume is a function of list size and list recency. These are estimates, not guarantees.

A 500-contact list made up of customers from the past 24 months, hit with a well-timed seasonal campaign — for example, a fall heating tune-up offer sent in late September in a northern-climate market — typically generates:

25–50 replies (roughly 5–10% response rate on a warm customer SMS list)
10–25 booked appointments from those replies (assuming 40–50% of respondents convert to a booking)
Remaining non-bookers entered into the automated follow-up sequence

A list older than 36 months will perform lower. A 200-contact list produces proportionally fewer bookings. A list of 1,000 or more recent customers can produce 50+ booked jobs from a single send.

The fastest wins come from customers who haven't heard from you in 6–12 months and just got a reason to act — a seasonal offer with a clear deadline attached.

For common questions about list size, compliance, and campaign results, see the full FAQ.

Ongoing: What the Agency Handles vs. What You Handle

Once campaigns are live, the split of work is straightforward.

Agency handles: list updates and re-imports as your customer base grows, compliance monitoring (opt-out rate tracking, carrier-rule adherence), seasonal timing adjustments based on your market, copy refreshes at the start of each new season, and response handling for leads that don't self-book online.

You handle: showing up to booked appointments.

There's no monthly call where you review dashboards. There's no system to log into. If something needs attention — a spike in opt-outs, a campaign timing shift because of an early cold snap — we flag it and handle it. You hear about it only if it affects your calendar.

Ready to see it in action? Start your 48-hour onboarding and have your first seasonal campaign configured, tested, and armed before the week is out.

Frequently asked

How long does the seasonal campaign onboarding actually take on my end?

Under 30 minutes for most contractors. You provide four things: your customer list (a CSV or spreadsheet), your service area zip codes, your service menu, and your booking calendar link. That's the complete intake. No calls, no technical forms, no system access required.

What if my customer list is messy or out of date?

Hand us what you have — we clean it. Before any campaign fires, your list goes through deduplication, invalid-number scrubbing, and consent-flag verification. Numbers that can't receive SMS are removed before the first send.

Keep in mind that lists older than 36 months will produce lower response rates than recent customer lists. The fresher your contacts, the stronger your first campaign results.

Do I need to approve every campaign message before it sends?

You approve the campaign schedule once at handoff — a single document showing every campaign, its fire date, and an example of the exact message your customers will receive. After that, campaigns run on the pre-approved schedule without requiring additional sign-offs each time.

If we update copy between seasons, you see a preview before the next campaign fires.

What seasonal campaigns come pre-built for home service contractors?

The core library includes fall HVAC heating tune-up, spring plumbing inspection, summer AC tune-up, winter emergency plumbing and heating response, and spring and fall whole-home maintenance sequences. Each is customized to your business name, city, service offering, and offer before it fires — not sent as a generic template to your list.

What happens if a campaign underperforms?

We review list quality and timing first — those two variables explain most of the variance. If a send underperforms, we adjust the follow-up timing, test an alternate opening message, and report back before the next campaign cycle.

The $5,000 recovery guarantee covers the full 60-day window across the entire system, not just a single campaign. If the system doesn't recover that amount in 60 days, you don't pay.

What Going Live With Seasonal Campaigns Actually Looks Like