Marketing Automation Setup for Service Businesses

Automated Follow-Up for Contractors & Service Businesses

Stop chasing leads manually—automated workflows that nurture prospects and move them through your pipeline without you lifting a finger

Most contractors and service businesses lose jobs in the follow-up. You get a lead, send a quote, then... nothing. You mean to follow up, but you're slammed with actual work, and that prospect goes cold or hires someone who stayed in touch. Marketing automation fixes that by running your entire follow-up process automatically—from first contact to closed deal.

We're not talking about generic email blasts. We're talking about intelligent workflows that send the right message at the right time based on what prospects actually do. Someone requests a quote? Automated follow-up kicks in. They open your email but don't respond? Different sequence. They book a call? Pre-appointment nurturing starts automatically. Every lead gets consistent, timely follow-up without you remembering to do it.

Whether you're running HVAC estimates, concrete coating jobs, or roofing projects across Albuquerque, automation keeps your pipeline moving while you focus on the work that actually pays.

What You Get:

Custom workflow design and setup - We build automated sequences tailored specifically to your business and sales process. New lead nurturing, estimate follow-ups, appointment reminders, post-job reviews—every workflow is designed around how your business actually operates, not generic templates.

Multi-channel automation (email + SMS) - Your prospects don't just live in email. We set up coordinated campaigns that use both email and text messages strategically. Important reminders via SMS, detailed info via email, and all of it perfectly timed and automated.

Lead nurturing sequences that convert - Not every lead is ready to buy today. Automated nurturing keeps you top-of-mind with valuable content, project examples, customer testimonials, and timely check-ins until they're ready to move forward. You stay in the conversation without manual effort.

Pipeline automation and stage triggers - When a lead moves through your CRM pipeline—from prospect to quoted to scheduled—automation triggers the next steps automatically. Follow-ups, internal notifications, task creation, everything flows based on where they are in your sales process.

Abandoned quote and estimate recovery - Someone requested a quote but never responded? Automated recovery sequences re-engage them with strategic follow-ups, testimonials, limited-time offers, or simply checking if they have questions. Recover jobs that would otherwise disappear.

Review and reputation automation - After completing a job, automated sequences request reviews on Google, send satisfaction surveys, and generate testimonials. Build your reputation consistently without having to remember to ask every customer.

Appointment reminder sequences - Reduce no-shows with smart reminder automation. Confirmations immediately after booking, reminders 24 hours before, day-of reminders, and even post-appointment follow-ups—all running automatically.

Win-back and re-engagement campaigns - Past customers who haven't booked in a while get automated re-engagement sequences. Seasonal reminders, maintenance check-ins, special offers—keep your best customers coming back without manual outreach.

Perfect For:

Contractors, HVAC companies, plumbers, electricians, roofers, concrete coating businesses, landscapers, cleaning services, pest control, pool services, and any service business in Albuquerque and New Mexico that wants consistent follow-up without adding hours to their day.

If you're losing jobs because follow-up falls through the cracks then marketing automation is how you fix it.

Service Includes:

  • Custom workflow strategy and design

  • Email automation sequences and templates

  • SMS campaign setup and integration

  • Lead nurturing and follow-up automation

  • Pipeline-based triggers and actions

  • Appointment reminder sequences

  • Review request and reputation automation

  • Abandoned quote recovery workflows

  • Win-back and re-engagement campaigns

  • CRM integration and contact tagging

  • A/B testing and optimization

  • Analytics dashboard and performance tracking