Who's This Perfect For

Pretty much everything that happens after a customer books or completes an appointment. Thank-you messages go out automatically. Review requests are sent at the optimal time. Maintenance reminders go out based on service intervals. Win-back campaigns target customers who haven't booked in months. Special offers get sent to segmented customer lists. Birthday wishes and seasonal promotions happen on schedule. All of this runs on autopilot based on rules you set once. You're not manually sending messages or remembering to follow up, the system handles it all while you focus on delivering service and running your business.

Not if they're done right... and ours are. Every message is personalized with the customer's name, references their specific service, and is written in your voice (we help you craft the messaging during setup). Instead of "Dear Customer," it says "Hi Sarah, thanks for trusting us with your landscaping last Tuesday." The messages are timed appropriately and provide real value (reminders, offers, useful info), so customers appreciate them rather than feeling spammed. Think of it like this: what's more impersonal, a thoughtful automated message at the right time, or complete radio silence because you forgot to follow up? Automated doesn't mean robotic; it means consistent.

It's based on the service type and interval you define. If you're an HVAC company and someone books an AC service in May, you can set the system to remind them about their next tune-up in 12 months (or 6 months, or whatever your recommended interval is). The reminder goes out automatically when that timeframe hits. For beauty services, if someone gets their nails done every 3 weeks, reminders go out at the 3-week mark. You tell us the intervals based on your industry best practices, and the system handles the timing automatically based on each customer's last appointment.

Absolutely. We help you set up the initial message templates during your website build, but you can adjust them anytime. Change the wording, add or remove messages from sequences, modify timing, include special offers, it's all customizable. The system comes with proven templates that work well for service businesses, but you're in control of the final messaging. Want to sound more casual? More professional? Include humor? Add local references? You decide. The automation handles the sending; you control what gets sent.

That's built into the system by design. Messages are spaced appropriately (nobody's getting daily texts), and they're all value-driven rather than spam. Plus, customers can opt out of future messages with one click if they want, and you'd rather know someone doesn't want your communication than annoy them into leaving bad reviews. Most importantly, the sequences are strategic: you're not messaging people just to message them; you're reaching out when there's a legitimate reason (appointment follow-up, maintenance due, special offer, etc.). The timing and frequency are controlled to maximize effectiveness without being annoying.

After an appointment, the customer automatically receives a message (usually within 24-48 hours) thanking them for their business and asking for feedback. If they had a great experience, they're directed to leave a review on Google, Facebook, or wherever you specify. If they had issues, they're routed to send you private feedback instead so you can address problems before they become public bad reviews. This way, happy customers boost your online reputation, and unhappy customers give you a chance to make things right privately. More 5-star reviews mean better local SEO and more customers finding you online, it's marketing that perpetuates itself.

A win-back campaign targets customers who used you once but haven't been back in a while (you define the timeframe, usually 6-12 months). These are people who already know you, trusted you enough to hire you once, but just haven't had a reason to come back or forgot about you. The campaign sends them a friendly "we miss you" message with an incentive to rebook (discount, special offer, or just a reminder of your services). This recovers revenue that would've been completely lost otherwise. It's far easier and cheaper to reactivate an old customer than to acquire a brand new one from scratch. Most businesses ignore their inactive customers entirely; you'll be capturing them automatically.

You can do both. The automated sequences run in the background handling regular follow-ups, but you can also send manual messages anytime. Want to text a specific customer about something? Go ahead. Need to send a mass message about holiday hours? Easy. The system gives you the power of automation AND the flexibility to communicate personally when needed. Best of both worlds, consistent automated follow-ups ensuring nobody falls through the cracks, plus the ability to reach out individually when appropriate.

They're fully integrated. When someone books an appointment through your scheduling system, they're automatically added to the appropriate follow-up sequences. After their appointment, the follow-up messages trigger. If they book again, the maintenance reminder schedule updates. Everything talks to everything else, booking system, CRM, automation platform, so you never have to manually move data around or worry about whether someone got followed up with. Book a customer once and the system takes care of them forever (or until they opt out).

You get full analytics showing open rates, click rates, response rates, and conversions all in your dashboard. See which messages are performing well and which ones might need tweaking. Track how many customers rebook because of maintenance reminders, how many reviews came from automated requests, and how much revenue came from win-back campaigns. The data is all there so you can measure ROI and optimize over time. Most businesses are shocked when they see how many bookings are driven by automated follow-ups they would've never sent manually.

As long as you enter them into your system (which takes 30 seconds), they get added to the same automated follow-ups as online bookings. The system doesn't care HOW they booked, it just knows they're a customer now and should be followed up with. In practice, once your website is live and online booking is easy, most customers will book online anyway because it's more convenient for them. But phone and in-person bookings still get the same automated treatment as long as they're in your system. We'll run over this with you in our one on one training.

Yep. If a customer asks not to receive messages, you can opt them out with one click. If someone's a pain and you don't want their business, you can remove them from all sequences. If you have a special arrangement with a corporate client that doesn't need automated follow-ups, you can exclude them. The system gives you full control over who receives what. Automation is powerful, but you're still the one in charge.

We handle the heavy lifting during your website build. We'll set up the core sequences (thank you messages, review requests, maintenance reminders, win-back campaigns) with proven templates that work for your industry. You'll review the messaging, we'll adjust anything you want changed, and then it's live. From your perspective, it's mostly just approving the messages we've drafted. Setup happens during your normal 7-10 day website build, so there's no extra waiting. By the time your site launches, the automations are already running.

Just let us know and we'll update the messaging accordingly. If you add a new service, we can create new follow-up sequences for it. If you change your maintenance schedule recommendations, we adjust the reminder timing. Part of your ongoing support is keeping the automations current with your business. You're never stuck with outdated messaging because we treat this as a living system that evolves with your business.

Both. Maintenance reminders are powerful for recurring revenue, but promotional campaigns are just as valuable. Running a spring special? Send it to your customer database. Got slow weeks you need to fill? Send a limited-time discount to inactive customers. Want to upsell existing customers on a premium service? Target them with a specific offer. The system handles both the routine (maintenance reminders, thank-yous) and the strategic (promotions, upsells, seasonal campaigns). You get the consistency of automation with the flexibility to run campaigns when you need them.

You can reach customers via SMS, email, or through social media accounts like Instagram or even What'sApp, all based on their preferences. Some people check texts immediately; others prefer email. The system uses the channel most likely to get a response.

Let's run the numbers. Say you have 50 customers in your database. Without follow-ups, maybe 5 of them remember to book again this year (10% retention). With automated maintenance reminders and win-back campaigns, you get that up to 25 customers (50% retention). If your average job is $200, that's an extra $4,000 in revenue from customers you already served, with zero additional marketing cost. That's just the retention side. Add in the new customers that come from automated review requests boosting your Google ranking, and the revenue impact compounds. Most businesses see their first wins within the first month when maintenance reminders start driving rebookings they would've completely missed otherwise.