Import your existing customer list into your CRM via survey — a one-time setup that activates your entire database for future automations

• Add OLD customer data from SURVEY

One powerful annual holiday email automation that runs itself — keeping your brand warm with customers all year long.

• Annual Holiday Email Automation

Follow up with past customers for Google reviews and re-book their next job — two of the highest-ROI automations any service business can run.

Includes:

• Ask for Google review | Send review link

• Follow up with past customers to book the next job

Automated workflows that trigger the moment an invoice is sent or paid — keeping your billing process smooth and professional.

• When An Invoice Is Sent

• When An Invoice Is Paid

Automatically handles unsubscribes, bounces, and re-engagements — keeping your contact list clean and your sender reputation protected.

• List Clean Up Check/Update Info (Name, Email, Phone is Present)

• Unsubscribe/Bounced/Complained → Set Channel DNDs

• Reengaged → Resubscribe

Send personalized birthday and holiday messages automatically — building relationships that turn one-time customers into loyal repeat clients.

Includes:

• Update Contact Field With Set Holiday Dates

• Birthday

• Happy New Years

• Happy Valentine Day

• Happy St Patricks Day

• Happy 4th of July

• Happy Holidays

Core business automations covering appointment reminders, birthday outreach, email drip campaigns, no-show follow-ups, and reactivation sequences.

Includes:

• Appointment Confirmation + Reminder

• Birthday Notification

• Email Drip Sequence

• No-Show Nurture Campaign

• Nurture/Reactivation Sequence

A complete system to collect 5-star Google reviews and turn happy customers into referral machines — all - automated.

• Review Request

• Review Survey Submitted → Google Review → Referrals

• Attempt To Contact Referral

• Referral Successfully Converted

A full 12-month nurture system that keeps your business top of mind with every contact in your database — month by month, on autopilot.

• January through December Nurture Automations

A fully built AI-powered chat automation system that responds to leads, books appointments, handles missed calls, and follows up — 24/7 without lifting a finger.

Includes:

• AI.01 Send Message to AI

• AI.02 AI Response to Contact

• AI.03 Appointment Confirmation

• AI.04 Alert User

• AI.05 Robot Fallback

• AI.06 Stop Bot Tag

• AI.07 Robot Follow Up

• AI.08 Missed Call – Update Bot Status and Intro Message

• AI.09 Appointment Status Updates → Update Bot Fields

• AI.10 Database Reactivation