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Figures and testimonials shown are illustrative. Photos via Unsplash.

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HVAC

Maintenance plans that sell themselves

Shoulder seasons are dead unless someone works the tune-up list. This is the workflow that works it for you.

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What it moved

One season

41
tune-up plans sold
3×
quiet-month bookings
0
reminders sent by hand

Illustrative scenario, not a specific customer. Figures show the kind of outcome this workflow drives and depend on your volume.

The challenge

Spring and fall are dead air, and the list of past customers who should be booking a tune-up never got worked because nobody had the time.

What Clear AI did

  1. 1

    Timed to the season

    Past customers get a tune-up reminder at the right time of year, in your voice.

  2. 2

    Offer books in

    The reminder carries a real slot and books it, so the tune-up doesn't need a follow-up call.

  3. 3

    List stays current

    The CRM keeps the customer list fresh, so the right people get reached.

The outcome

The quiet months book out on their own, and maintenance revenue smooths out the slow half of the year.

“Spring and fall used to be dead. Now the tune-up reminders go out on their own and the quiet months book solid.”

Grant WhitfieldOwner, Whitfield Climate

The tools behind it

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  • Nudges to rebook past customers

    Reaches back to past customers at the right time to fill the calendar again.

  • Seasonal offers to customers who opted in

    Sends timely seasonal offers to the customers who asked to hear from you.

  • Booking and reminders

    Books the job straight into your calendar and reminds the customer so they actually show.

See this run on your own leads.

Twenty minutes, live. Watch Clear AI handle a scenario like this one with your real calls, in your voice.

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