Products/Automated Retention System

Automated Retention System

Turn one-time customers into lifelong clients. This system automatically triggers customized outreach after every job to collect 5-star reviews, resolve silent complaints, and sell recurring maintenance plans without human effort.

campaign
sync
api
3x
Review Volume
Increase in 5-star reviews
18%
Maintenance Conversion
Automated upsells
-40%
Churn Reduction
Through proactive support

How the Automated Retention System Works

Our autonomous pipelines are designed for reliability. Data moves seamlessly through validation checks before executing real-world actions.

Customer Lifecycle Pipeline

Autonomous Pipeline Execution

Step 01fact_checkJob Completion
Technician marks the job complete in your CRM, triggering the retention flow.
Step 02thumbs_up_downSentiment Check
AI sends a quick SMS to gauge satisfaction before requesting a public review.
Step 03reviewsReview Routing
Happy customers are sent to Google; unhappy customers are routed to a manager.
Step 04calendar_monthLong-term Nurture
System schedules check-ins and maintenance reminders 6-12 months out.

Core Capabilities

Enterprise-grade features engineered directly into the Automated Retention System.

shield

Smart Review Gating

Protects your online reputation by privately intercepting negative feedback.

sms

Personalized SMS

Uses details from the job notes to make automated texts feel highly personal.

sell

Maintenance Upsells

Automatically pitches seasonal tune-ups or club memberships at the perfect time.

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Reputation Dashboard

Aggregates all reviews and customer sentiment scores into one unified view.

Native Integrations for Automated Retention System

Google Business
Yelp
ServiceTitan
HubSpot

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