As summer approaches, home service businesses—especially HVAC, plumbing, and electrical contractors—gear up for one of the busiest times of the year. Customers start considering their air conditioning units, system tune-ups, and last-minute upgrades. But are you ready to capture that surge in demand?
If you’re using ServiceTitan, Marketing Pro is your secret weapon. Specifically, leveraging follow-up cadences can help you engage your customer base at the perfect time to drive more appointments, increase revenue, and strengthen customer loyalty.
In this blog, we’ll discuss how to use follow-up cadences in Marketing Pro to get ahead of the curve. We’ll provide actionable tips to help you maximize bookings before the summer heat kicks in.
Why Follow-Up Matters More in the Summer
The summer season often brings a flood of calls, but it also introduces competition. If you’re not proactively following up with past customers, leads, or unsold estimates, you’re leaving money on the table.
Follow-up cadences ensure you’re not relying solely on inbound leads. They help you:
- Re-engage past customers before they think of calling someone else
- Convert unsold estimates sitting in your system
- Keep your brand top-of-mind during seasonal rushes
What Are Follow-Up Cadences in Marketing Pro?
A follow-up cadence is a sequence of automated emails, texts, or calls designed to reach out to customers based on specific actions—or inactions. In ServiceTitan’s Marketing Pro, you can build these campaigns to trigger based on:
- Date of last service
- Unsold estimates
- Missed appointments
- Expiring memberships
- Seasonal tune-up reminders
These touchpoints help you maintain contact without overwhelming your team or relying on manual processes.
Top Follow-Up Campaigns to Run Before Summer
Here are a few proven cadences you should set up now to get ahead:
1. Pre-Summer Tune-Up Reminders
- Trigger: Last AC service date 11+ months ago
- Cadence:
- Email 1: “Is Your AC Ready for Summer?”
- SMS: “Book your $89 Tune-Up now before our schedule fills up!”
- Email 2 (5 days later): “Still Need That AC Check?”
- Goal: Drive preventive maintenance visits before the peak season
2. Unsold Estimate Re-engagement
- Trigger: Estimate not approved within 7 days
- Cadence:
- Email: “Still Thinking It Over?”
- Phone call: CSR reaches out with urgency
- SMS: “Spots are filling up fast—book now and avoid delays!”
- Goal: Close more deals by creating urgency
3. Expiring Membership Follow-Ups
- Trigger: Membership expires in 30 days
- Cadence:
- Email: “Don’t Let Your Comfort Plan Expire”
- SMS: “Renew now and get priority scheduling for the summer!”
- Goal: Increase membership renewals and reduce churn
4. Post-Service Upsells
- Trigger: Service completed within the past 7 days
- Cadence:
- Email: “Thanks for Your Business—Here’s 15% Off Your Next Add-On!”
- SMS: Personalized follow-up from tech or office
- Goal: Encourage additional services like IAQ products or duct cleaning
Segmenting Your Audience for Better Results
One of the biggest advantages of using MarketingPro is segmentation. Instead of blasting one generic message to everyone, you can target:
- Residential vs. Commercial customers
- Customers with older equipment
- Customers who haven’t booked in 12+ months
- High-value clients with frequent service history
Use these segments to tailor your follow-ups and make the messaging more personal and relevant.
Timing Is Everything: Build the Cadence Now
Don’t wait until your phones are already ringing off the hook. Set up your cadences now so they’re doing the work for you behind the scenes. Remember:
- You can automate everything inside ServiceTitan MarketingPro
- Messages go out at optimal times based on customer behavior
- You’ll keep your techs’ schedules full before the rush peaks
Pro Tips for Success
- Keep messages short and actionable: Use clear CTAs like “Book Now” or “Schedule Your Tune-Up.”
- Use a mix of email and SMS: Reach customers on their preferred platform.
- A/B test subject lines: See what drives more opens and clicks.
- Monitor your results weekly: Optimize based on open rates, click-throughs, and bookings.
Final Thoughts
Summer is your moment to shine, and preparation is key. By using follow-up cadences in ServiceTitan MarketingPro, you can ensure your customers are thinking about you before they feel the heat—and not your competitors.
Start building your campaigns now, and let MarketingPro help you turn seasonal opportunities into long-term growth.
Need help getting your cadences dialed in? Reach out to the experts at Titan Advising Gurus—we’ll help you get summer-ready in no time.