10 Essential Housecall Pro Email Marketing Campaigns for Contractors

The Housecall Pro Marketing Pro add-on is a powerful tool for boosting your business revenue. At PCG, we’ve crafted and sent countless email campaigns using Marketing Pro, witnessing significant results firsthand.

Contractors frequently ask us which campaigns are the most effective, so we’ve compiled this guide as a quick reference.

Start Here: Defining a Successful Campaign

Before you start creating emails, it’s crucial to define what success looks like. While metrics such as open rate, click rate, and revenue tracked by Marketing Pro are important, your business goals should drive your key performance indicators (KPIs). Here are some examples:

  • Book 20 maintenance jobs before the end of the month
  • Improve sales estimate conversion rates by 10%
  • Sell 15 air purifiers
  • Fill Saturday’s schedule
  • Increase membership renewal rates from year one to year two
  • Provide an exceptional customer experience

The most effective Marketing campaigns focus on a single message with a clear Call-To-Action (CTA).

keeping your hvac business busy in the winter

Top 10 Campaigns

  • Here are the top 10 campaigns we recommend, listed in the order you should build them:

1. Thank You (Automated)

  • Send a simple post-service email thanking the customer. This “customer nurturing” campaign fosters loyalty among both new and existing clients. Avoid including a CTA—just express your gratitude.
  • Kick it up a notch: After a few months, personalize the email by segmenting it by service or technician.

2. Expiring Memberships (Automated)

  • Prompt customers to renew their memberships before they expire. Start with a two or three-email drip campaign about two weeks prior to expiration.
  • Kick it up a notch: Create a pre-expiration campaign for members with a remaining service visit, encouraging them to schedule it and discuss renewal in person.

3. Unsold Estimates (Automated)

  • Target potential customers who haven’t accepted estimates. This high-revenue campaign requires precise timing and targeting. Start with a three-email drip campaign.
  • Kick it up a notch: Segment emails by the selling technician, making them appear to come directly from the salesperson.

4. Preventative Maintenance (One Time)

  • Use this campaign to schedule member tune-ups when your dispatch board is empty.
  • Kick it up a notch: Customize templates based on the season and membership status.

5. Welcome New Member (Automated)

  • Improve customer experience with a welcome campaign. Start with a three-email drip, reviewing membership benefits and providing educational content.
  • Kick it up a notch: Segment emails by membership types for greater personalization.

6. Idle Accounts (Automated)

  • Re-engage customers who haven’t interacted with your business in over two years. Offer incentives to bring them back.
  • Power Up: Customize campaigns based on the services previously received and refresh content regularly.

7. Happy Birthday (Automated)

  • Send annual maintenance reminders tied to the installation date of their equipment, possibly offering a discount.
  • Kick it up a notch: Extend this to equipment anniversaries, making it more personalized each year.

8. Seasonal Happenings (One-Time)

  • Prepare campaigns for weather events, like heat waves or cold snaps, and send them before they hit.
  • Kick it up a notch: Monitor weather forecasts to send timely, proactive emails.

9. Open Balance (Automated)

  • Use Marketing Pro to remind customers of any outstanding balances. Ensure compliance with debt collection regulations.
  • Kick it up a notch: Use audience segmentation based on email engagement to customize follow-up emails.

10. Holiday Emails (One Time)

  • Schedule holiday emails for the entire year. Simple messages or fun photos can keep your business top-of-mind.
  • Kick it up a notch: Create different audiences based on membership status or recent business activity.

By leveraging these Housecall Pro marketing campaigns, you can enhance customer engagement, boost loyalty, and drive significant revenue for your contracting business.