TABLE OF CONTENTS
Why This Guide Matters
What You’ll Learn in This Guide
Step 1: Automate Follow-Ups & Rebooking
Step 2: Get More 5-Star Reviews Automatically
Step 3: Create a Referral Machine
Step 4: Lock in Recurring Revenue with Maintenance Plans
Step 5: Use AI & Smart Lists to Boost Customer Engagement
Final Thoughts: Retention = Profit
Why This Guide Matters
Acquiring a new customer can cost up to five times more than retaining an existing one. Yet, many businesses overlook the immense value of repeat business and referrals. Every happy customer can lead to:
More repeat work
Powerful word-of-mouth referrals
A growing, loyal customer base that continuously drives revenue
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What You’ll Learn in This Guide
Automate Follow-Ups & Rebooking: Set up systems to ensure customers remember you for their future electrical needs
Get More 5-Star Reviews Automatically: Generate positive reviews that boost your online reputation and drive new leads
Create a Referral Machine: Turn satisfied customers into your best salespeople with an automated referral program
Lock in Recurring Revenue with Maintenance Plans: Offer subscription-based services for steady, predictable income
Use AI & Smart Lists to Boost Customer Engagement: Leverage the platform’s AI tools and segmentation to re-engage past customers and prevent churn
Step 1: Automate Follow-Ups & Rebooking
Many electricians lose potential repeat business by not following up after a job is completed. Without timely reminders, even very satisfied customers might forget about your services—and choose a competitor when the next need arises.
Fun Fact: 65% of customers forget who they hired after six months. Automated follow-ups ensure you’re always top-of-mind.
1.1 Post-Service Follow-Up Messages
Remind customers to schedule future services and offer a special discount for rebooking.
Send an automated thank-you SMS or email after every job
Ask if everything is working well & remind them about future maintenance
Include a special offer for their next service to encourage rebooking
Example Message:
"Hey Mike, thanks for trusting [Your Business Name] for your electrical work! Everything running smoothly? Book a panel checkup in 6 months & get $50 off!"
Click here to learn How to Automate Customer Follow-Ups
1.2 Automated Check-In Reminders
Prompt customers to book necessary follow-up services online.
Set up 6-month and 12-month service reminders for key electrical services (e.g., panel inspections, safety checks)
Offer customers a quick way to book their next appointment online
Example Message:
"Mike, it’s been 6 months since your last wiring inspection. Need us to stop by? Reply YES, and we’ll take care of it!"
Click here to learn How to Setup Maintenance Reminders
Step 2: Get More 5-Star Reviews Automatically
Positive reviews not only build trust but also boost your online rankings—leading to more calls and jobs. Studies show that businesses with 50+ reviews convert 270% more leads than those with fewer.
2.1 Automate Review Requests
After every job, trigger automated SMS and email guiding customers to leave a review on platforms like Google, Facebook, or Yelp.
Trigger SMS & email review requests right after job completion
Personalize the request with the customer’s name and job details
Direct them to Google, Facebook, and Yelp to maximize visibility
Example Message:
"Mike, thanks for trusting us! If we did a great job, could you leave us a quick review? It helps us a ton! Click here: [Google Review Link]"
Click here to learn How to Send Automated Review Requests
2.2 Handle Negative Reviews Proactively
Reach out immediately to dissatisfied customers to resolve issues and turn their experience around.
AI filters & flags negative reviews before they go public
Customers with issues get an instant response & a follow-up call instead
Turn unhappy customers into loyal clients by resolving problems quickly
Step 3: Create a Referral Machine
Referral customers typically convert 5 times faster and spend 16% more than cold leads. Your happiest customers can be your most effective marketers when empowered with a structured referral system.
3.1 Set Up a Referral Program
Develop an automated referral program that rewards both the referrer and the new customer, offering incentives such as discounts or service credits.
Reward customers who refer friends & family
Offer an incentive to both the referrer and the new customer (e.g., $50 off their next job)
Example Message:
"Love working with us? Refer a friend & you BOTH get $50 off your next job! Just send them this link: [Referral Link]"
Click here to learn How to Setup Automated Referral Programs
3.2 Automate Referral Follow-Ups
Following each successful job, send a follow-up message encouraging referrals. The platform tracks these referrals and automatically applies the rewards, making it a seamless process.
Example Message:
"Mike, do you know someone who needs an electrician? Send them our way & we’ll give you BOTH $50 off!"
Step 4: Lock in Recurring Revenue with Maintenance Plans
Offering subscription-based maintenance plans can generate up to 30% more repeat business, ensuring steady revenue and improved customer loyalty.
4.1 Offer Service Plans for Recurring Work
Create monthly or annual service plans covering essential offerings and automate invoicing and renewal reminders for your customers.
Create monthly or annual plans for safety inspections, surge protection checks, and breaker panel maintenance
Automate invoicing & renewal reminders so customers stay enrolled
Example Message:
"Join our VIP Maintenance Plan: One annual inspection + priority service = $99/year. Save $$ & keep your home safe!"
Click here to learn How to Setup Subscription-Based Services
4.2 Upsell Preventative Maintenance During Jobs
Encourage your team to suggest maintenance plans as part of every service call and offer on-the-spot discounts to drive sign-ups.
Train your team to suggest maintenance plans when completing a job
Offer a small discount for signing up on the spot
Example Message:
"Mike, we just finished your wiring fix. Want to lock in an annual checkup? Sign up today & get $25 off!"
Click here to learn How to Sell & Automate Maintenance Plans
Step 5: Use AI & Smart Lists to Boost Customer Engagement
Past customers are much more likely to return for future services than new prospects. By using the platform’s AI tools and smart segmentation, you can deliver personalized outreach that keeps your customers engaged and ready to rebook.
5.1 Smart Lists for Re-Engagement
Segment your customer base by factors like job type, location, or spending habits, then target them with tailored promotions, seasonal offers, and rebooking reminders.
Create lists of past customers by job type, location, or spending
Send seasonal promotions, upgrade offers, and rebooking reminders
Click here to learn How to Use Smart Lists for Customer Retention
5.2 AI-Powered Follow-Ups & Surveys
Leverage AI to send personalized follow-up messages and satisfaction surveys that not only check in with your customers but also preempt potential issues.
Use AI to check in with past customers via SMS
Send satisfaction surveys to gather feedback & prevent churn
Example Message:
"Hey [First Name], it’s been 6 months since your last visit. Need any electrical work done? Reply YES to book!"
Final Thoughts: Retention = Profit
The platform gives you the time and tools to focus on what you do best—by transforming satisfied customers into a powerful growth engine through automation:
Automating follow-ups
Generating more 5-star reviews
Setting up a referral system
Offering recurring maintenance plans
If your current plan doesn’t offer all these advanced automation features, consider upgrading your account to unlock even more capabilities for boosting customer retention and referrals.
Start building long-term growth today—sign up and automate your customer retention strategy for success.
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