A short YouTube clip (Phil Risher) advocating automated customer follow-up for home-service firms. He describes a gutter-cleaning client on the U.S. East Coast where the agency configured the CRM to send a text every six months after an invoice; that automated cadence reminded a customer who then requested a gutter replacement. Risher warns many companies lack such automation and therefore miss repeat/upsell opportunities.
Chapters
We have a gutter cleaning company that we work with over on the East Coast. The business owner was frustrated because he didn't have a way to automatically follow up with his customer. So what we did was we took his CRM and after an invoice inside of his CRM, we set up Cadence so that every six months, we had a text message that went out to the customer that said, hey, this is business owner. We were over there six months ago, wanted to touch base and see how everything's holding up and see if you have any projects you need to get taken care of. The customer said, wow, Funny. Surprising that you text me because I do have another project that I need to do. I need to get my gutter replaced over here because it's actually broken. This is a perfect example of staying top of mind with your customer automatic. So that way you can make sure that when they need a service, they contact you and come back into your funnel. Most companies don't know how to automate this process or set up any type of automation in their business to stay top of mind, and they're missing out on these opportunities.
