Marketing Automation

This is the customer-facing messaging layer. We map the moments where a message should go out — after a quote, after a job, before a season starts, when a maintenance interval comes due — and build each one as a small sequence with a plain trigger.

Copy gets written to sound like your office, not a template. Text messages stay short, carry your name, and use one number. Emails are plain and readable on a phone. Every sequence has an obvious way out, and anyone who opts out stops receiving everything, not just that one message.

Every sequence is written once, tested against a small slice of the list, and then turned on for the rest. Sending is scheduled around your real calendar. Nothing goes out at 6 a.m. or on a holiday. Sequences pause when someone replies, because a real conversation should not compete with a robot.

You get a written map of every automation, what starts it, what stops it, and where it sends. It is on paper so your office manager can read it without opening a tool. This is the outbound side only — first-touch speed lives on Lead Follow-Up Automation, and internal job steps live on Workflow Automation.

Picture two thousand people who paid you once and heard nothing since. Nobody has said a word to them since, and every spring you buy new leads instead. Nobody has said a word to them since, and every spring you buy new leads instead.

HVAC companies get the clearest use out of this, because maintenance has a calendar. Plumbing companies use it for water heater ages and filter changes. Med spas use it for treatment intervals, where the timing is the whole offer.

Roofing companies use it for post-storm follow-up with people who took a quote and never called back. It is the wrong fit if your list is a stack of paper invoices nobody has typed up. Get the list into one place first, even a spreadsheet. We can help sort that during onboarding, but it has to happen before anything sends.

Free audit first, showing what you already send and what you thought you were sending. Delivered within 24 hours, no card.

Then setup: list cleanup, opt-out handling, and the first two sequences, usually a post-job note and a maintenance reminder.

After launch we add sequences one at a time and review the numbers monthly with you: sent, opened, replied, opted out. Anything with a rising opt-out rate gets rewritten or turned off. No contract, no setup fee, cancel anytime.

We build for owners in Vancouver WA and Portland OR, plus Camas, Washougal, Orchards, Hazel Dell, Minnehaha, Cascade Park, Ogden, Forest Ridge, Meadow Homes, Vancouver Heights, Evergreen Highlands, and Ellsworth Springs. Seasonal timing here is local: the first cold snap moves through Hazel Dell and Orchards before anyone in the office thinks to send anything, and a reminder that lands the week before beats one that lands the week after. Neighborhood names in the message read better than a regional label. Operating since 2012 from Vancouver, WA 98664. Parent category: Marketing Automation.