Personalized follow-up campaigns for prior customers

Purpose

1.1. Automates recurring, personalized follow-up campaigns for prior chimney service customers to enhance retention, promote seasonal inspections, and offer targeted discounts or maintenance reminders.
1.2. Drives sustained engagement, increases cross-sell/up-sell of chimney cleaning/add-ons, and optimizes post-service customer lifecycle using automated multi-channel campaigns.
1.3. Facilitates automatable segmentation and targeting based on service history, last visit date, and customer preferences for maximum conversion using automation logic.

Trigger Conditions

2.1. Automates campaign on defined schedules (e.g., 6/12 months post-cleaning).
2.2. Automated triggers from CRM events (status change, invoice paid, service completed).
2.3. Triggers via customer inactivity detected in automatable systems (e.g., no booking in X months).
2.4. Automated lead scoring threshold met (customer engagement drops below threshold).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate “Messaging Service”; configure with SMS API to send timed, personalized SMS follow-ups (“Your next chimney check is due, book now”).
3.2. SendGrid
• Feature/Setting: Automates triggered transactional campaigns via “Marketing Campaigns API” with dynamic templating for personalized emails.
3.3. Mailchimp
• Feature/Setting: Automation builder; configure “Customer Journey” for automatable email sequence based on service history tags.
3.4. HubSpot
• Feature/Setting: Use “Workflows”; automate post-job follow-up, schedule reminders, and personalize email drip campaigns.
3.5. Salesforce
• Feature/Setting: Automates “Process Builder” or “Flow Builder” to automatically enroll customers in campaigns post-service.
3.6. Pipedrive
• Feature/Setting: Set up “Automations” that trigger emails/SMS when deal moves to “Job Completed” stage.
3.7. Zoho CRM
• Feature/Setting: Automate “Workflow Rules” with custom functions to send reminders or offers after defined intervals.
3.8. ActiveCampaign
• Feature/Setting: Automates follow-ups via “Automations” with conditional logic and SMS/email connections.
3.9. Klaviyo
• Feature/Setting: Use “Flows” with automatedly triggered, personalized outreach based on segmentation of prior customers.
3.10. Freshworks CRM
• Feature/Setting: Automate “Journeys”; time-based automations deliver personalized reminders and offers.
3.11. Drip
• Feature/Setting: “Workflows” automate multi-step follow-up emails for recurring engagement.
3.12. Constant Contact
• Feature/Setting: Automate “Email Automation”; event-driven follow-ups for scheduling/seasonal reminders.
3.13. Customer.io
• Feature/Setting: Use “Campaigns” to automate multi-channel engagement using behavior-based triggers and API integration.
3.14. Intercom
• Feature/Setting: Automate “Series” for messaging; schedule post-service check-in and educational content.
3.15. Vonage
• Feature/Setting: Automates customer engagement using SMS/voice API for timely reminder campaigns.
3.16. SharpSpring
• Feature/Setting: Automate behavior-based emails and notifications using “Visual Workflow Builder.”
3.17. Keap (Infusionsoft)
• Feature/Setting: Configure “Campaign Builder” for automated chains of post-service messages.
3.18. Gmelius
• Feature/Setting: Automator for Gmail; create rule to send timed, personalized emails from Gmail/Gsuite.
3.19. Zapier
• Feature/Setting: Automate CRM-event-based trigger flows across apps for coordinated follow-up actions.
3.20. ClickSend
• Feature/Setting: Automates SMS/email/postal using REST API or workflow triggers for follow-up reminders.
3.21. Mautic
• Feature/Setting: Automate campaign builder for advanced segmentation and personalized automatable journeys.
3.22. GoHighLevel
• Feature/Setting: Automates “Campaigns” and text/email/voicemail drops from CRM pipeline stages.

Benefits

4.1. Automatedly increases repeat bookings with timely, relevant, multi-channel communication.
4.2. Automator minimizes manual outreach; frees staff for value-generating tasks.
4.3. Automatically improves conversion for chimney services via segmentation and personalized automation workflow.
4.4. Automatable tracking/analysis of campaign performance and rapid iteration for continual improvement.
4.5. Automation maintains top-of-mind presence without extra overhead, boosting customer satisfaction and retention.