Solutions/Service 10Super Intelligence (SI)

Customer Retention & Email/SMS Automation

It costs 7x more to acquire a new customer than to retain an existing one. Our Retention Engine automatically segments your past customer records in ServiceTitan or Jobber, sending timely seasonal tune-ups, membership renewals, and personalized win-back offers across all contractor trades.

verifiedWhat It CoversPayment Model: Setup + monthly

Permission-based customer reactivation, seasonal campaigns, maintenance reminders, and renewal follow-ups

Deploy Customer Retentionarrow_forwardExplore Demo
DATABASE REACTIVATION RADAR
100% TCPA COMPLIANT
AUDIENCE: DORMANT CUSTOMERS (9+ MOS)840 CONTACTS SCANNED
campaignSEASONAL SYSTEM TUNE-UP BLAST
"Hi Dave, it has been 12 months since we serviced your home. We have 5 slots open for our $89 seasonal loyalty inspection."
BOOKING RATE
18% Reactivated
FOUND REVENUE
+$48,200/mo
MEMBERSHIP RENEWALS:88% AUTOMATED RETENTION
psychologySUPER INTELLIGENCE (SI)
TYPESCRIPT
PYTHON
AWS
KUBERNETES
OPENAI
FLUTTER
build_circleSERVICETITAN
workJOBBER
home_repair_serviceHOUSECALL PRO
verifiedGOOGLE LSA
all_inclusiveMETA ADS
phone_in_talkTWILIO
hubHUBSPOT
credit_cardSTRIPE
boltZAPIER
psychologySUPER INTELLIGENCE (SI)
TYPESCRIPT
PYTHON
AWS
KUBERNETES
OPENAI
FLUTTER
build_circleSERVICETITAN
workJOBBER
home_repair_serviceHOUSECALL PRO
verifiedGOOGLE LSA
all_inclusiveMETA ADS
phone_in_talkTWILIO
hubHUBSPOT
credit_cardSTRIPE
boltZAPIER
psychologySUPER INTELLIGENCE (SI)
TYPESCRIPT
PYTHON
AWS
KUBERNETES
OPENAI
FLUTTER
build_circleSERVICETITAN
workJOBBER
home_repair_serviceHOUSECALL PRO
verifiedGOOGLE LSA
all_inclusiveMETA ADS
phone_in_talkTWILIO
hubHUBSPOT
credit_cardSTRIPE
boltZAPIER
40+
PRODUCTS SHIPPED
12
SERVICE LINES
12
COUNTRIES SERVED
94%
CLIENTS WHO RETURN
Autonomous Pipeline Execution

Automated Customer Retention & Reactivation Cadence

Automated execution steps from initial homeowner trigger to verified CRM dispatch completion.

Customer Retention & Email/SMS Automation

Autonomous Pipeline Execution

Step 01filter_listDatabase Segmentation
Filters CRM for customers with no service in 180+ days or expiring memberships.
Step 02outgoing_mailTargeted Multi-Touch O...
Sends personalized SMS/email highlighting past system details and exclusive seasonal offers.
Step 03chatTwo-Way Conversational...
AI engages homeowner in text conversation and reserves open route slot.
Step 04task_altAuto-Dispatch & Renewa...
Locks job in CRM dispatch board and processes recurring membership billing via Stripe.
Step 01filter_list

Database Segmentation

Filters CRM for customers with no service in 180+ days or expiring memberships.

Step 02outgoing_mail

Targeted Multi-Touch Outreach

Sends personalized SMS/email highlighting past system details and exclusive seasonal offers.

Step 03chat

Two-Way Conversational Booking

AI engages homeowner in text conversation and reserves open route slot.

Step 04task_alt

Auto-Dispatch & Renewal Sync

Locks job in CRM dispatch board and processes recurring membership billing via Stripe.

Complete Capabilities & Architecture

Built Specifically for the Trades

Explore the sub-services, trade applications, and enterprise capabilities included in this module.

Sub-Modules Included5 Components

Interconnected System Capabilities

person_search

Dormant Customer Win-Back Campaigns

Re-activates homeowners who haven't booked in 6–18 months with personalized, non-spammy offers.

thermostat

Pre-Season Maintenance Blasts

Triggers pre-summer and pre-winter preventative inspection campaigns before seasonal rushes hit.

workspace_premium

Service Agreement & Membership Renewals

Automates annual maintenance club plan renewals, payment collection, and scheduled tune-up visits.

calendar_view_week

Slow-Week Outbound Schedule Filler

Identifies open technician calendar gaps and reaches out to warm past estimates to fill slots.

history

Automated Equipment Lifecycle Reminders

Notifies homeowners when installed water heaters, roofs, or electrical panels hit 10-15 year age milestones.

Trade ImpactUS Trades

Field-Tested Applications

hvacHeating, Cooling & Air Quality Pros

Slow spring shoulder season leaving technicians sitting idle in the shop.

✓ A 500-contact SMS blast for an $89 precision tune-up books 68 jobs in 48 hours, keeping crews billable.
plumbingPlumbing & Water Filtration Fleets

Annual water heater flush and backflow testing agreements expiring without office staff calling.

✓ Automated reminder series secures 88% membership renewals with zero manual phone calls.
roofingRoofing & Gutter Contractors

Past inspection prospects who chose to wait before repairing minor storm wear.

✓ Semi-annual check-in revives cold estimates when homeowners receive tax returns or insurance payouts.
electric_boltElectrical & Standby Generator Techs

Homeowners with whole-home standby generators needing annual battery, oil, and load testing.

✓ Automated reminder books recurring $350 annual maintenance visits, protecting equipment warranties.
Payment ModelSetup + monthly

Transparent structure with initial setup, CRM webhook mapping, and ongoing maintenance. Zero lock-in contracts.

Native Field Software Integrations

ServiceTitanJobberHousecall ProKlaviyoTwilioStripe

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