Renewal and service-due reminders
Fewer plans lapse by accident. Every customer due a service, renewal or annual check hears from you on time, and the yeses get booked straight in.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Every due date in one list
Service plans, contract end dates and annual checks are pulled from your job system and any side spreadsheets into one list.
- 02
Reminders on a schedule
A first note a few weeks ahead, a follow-up if there's no reply, and a final reminder before it lapses, by email or text.
- 03
A short brief for the bigger accounts
For commercial customers worth a personal call, the account manager gets a one-page summary: work done this year, callbacks, unpaid invoices and anything they've asked about.
- 04
Replies booked straight in
A customer who says yes is offered a slot and the visit goes straight into your job system.
- 05
Lapsed customers listed
Anyone who didn't reply is listed each month for a personal call, rather than dropped.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person writes anything about renewal price changes or contract terms. We send the reminders and book the yeses.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Renewal dates live in a spreadsheet, the job system or someone's head. Reminders go out when someone remembers, which in a busy month means never. Contracts lapse quietly, and customers who'd have happily renewed get picked up by whoever rang them first.
What we build
- Every due date in one list
- Reminders on a schedule
- A short brief for the bigger accounts
- Replies booked straight in
- Lapsed customers listed
A month in
Fewer plans lapse by accident, the annual service calendar fills itself, and around 3 hours a week of reminder admin disappears. Account managers walk into renewal calls already knowing the history.
Start the renewal before it's due
A renewal chat that starts a week before the contract ends is a negotiation. One that starts six weeks out, with a note about the work you've done for them this year, is usually a formality. The timing does most of the work.
FAQ
Our renewal dates are in three different places. Can it cope?
Yes. Pulling renewal dates from different places into one list is the first part of the build, and we check that list with you before a single reminder goes out.
Can different customers get different messages?
Yes. Homeowners and commercial accounts usually get different reminder wording and timing, and you approve both.
More for customer service
See them all →Next step
Bring this one to a free live build.
Thirty minutes on renewal and service-due reminders. We build its elf with you, live, and you keep it.