Seasonal Campaign Agent
by Katexs
Outbound pre-season tune-up booking to keep crews busy year-round.
Overview
HVAC is seasonal by nature — but your revenue doesn't have to be. This agent runs outbound pre-season campaigns to your entire customer base, booking tune-ups before the first heat wave or cold snap hits. It keeps your technicians busy during shoulder seasons and prevents the boom-bust cycle that kills cash flow.
What it handles
- Pulls customer list by equipment type and last service date
- Runs outbound voice and SMS campaigns 4–6 weeks before season change
- Explains tune-up benefits and handles pricing objections
- Books appointments directly into the maintenance calendar
- Tracks campaign ROI and conversion rates by channel
Channels
VoiceSMS
Integrations
ServiceTitanHousecall ProGoogle CalendarMailchimp
Workflow
- 01
List Segmented
System pulls customers by equipment type and service history.
- 02
Campaign Launch
Agent runs outbound calls and texts 4–6 weeks before peak season.
- 03
Book & Confirm
Customer books a tune-up; agent confirms date and sends prep info.
- 04
Track & Optimize
Conversion data logged; top-performing segments flagged for next campaign.
What you'll need
- Customer database with equipment records
- Maintenance calendar with shoulder-season slots
- Tune-up pricing and package details