Before you buy another lead, find out how much work is already sitting in your customer list.

North Jersey HVAC and plumbing contractors hire us to generate more booked work from the customers they’ve already served.

Week of Mar 3
Mar 10
Mar 17
Mar 24
Mar 31
Crew 1
Crew 2
Crew 3
Install
Service
Tune-up · $340
Repair · $610
Service · $280
Tune-up · $340
Install · $7,900
Drain · $420
Replacement · $9,400
Water heater · $2,100
Tune-up · $340
Replacement · $8,800
Plan · $290
Replacement · $9,400
Water heater · $2,100
Replacement · $11,200
Follow-up · $2,100
Plan · $290
02The problem
AddressesCompleted jobsService datesEquipment installedInstall year

Your scheduling software holds years of customer history. How much of it are you using to decide who hears from you today?

When a water heater you installed in 2014 fails, will the homeowner remember to call you? Or will she Google “plumber near me” like everyone else.

Remind your customers who you are regularly, and you won’t get stuck paying to reacquire a customer you already had.

The Customer List Audit

$1,500 · Three weeks

01

Export

You send us a customer history file from your scheduling system. No credentials, no logins, no access to anything.

02

Analyze

We tell you what’s in it, what’s reachable, and what’s worth pursuing.

03

Prove

We pick one segment and run a campaign. You see what it booked.

You’ll know:

  • How many customers you can reach — by mail, email, and text
  • Who’s due — based on aging equipment, missed service windows, unsold estimates, no maintenance plan
  • What that’s worth — as an addressable number and a realistic one
  • What’s unusable — duplicates, former owners, dead numbers, opt-outs
  • Where to start — and why there first

If your export can’t support a meaningful campaign, we’ll tell you before starting the paid work.

Records in more than one place, or on paper? That’s a bigger job and we quote it separately — it’s usually where the most value is hiding.

04The audit artifact

What it looks like

A sample report. Your numbers will be different.

RepeatServiceNine-truck shop · Bergen County

Customer List Audit

Segment table · page 3 of 6

SegmentRecordsReachableAvg. ticketCampaign
Systems 12+ years312308 mail$9,400Replacement
No service, 18 mo.1,086640 mail · 210 email$340Reactivation
Unsold estimates9494 mail · 61 phone$2,100Follow-up
No maintenance plan428402 mail · 180 email$290Plan enrollment
2,147Total customer records
Mailing address2,140
Mobile number1,502
Email address684
Unusable312

The email number is usually the surprise. Most contractors have addresses for everyone and email for a third — which changes how you reach them.

Lead generation is a customer acquisition cost.You’re paying it on people you already acquired.
06Two sources of work

Lead generation gets the first job. RepeatService gets the next one.

Agencies, Google, and Angi help put you in front of homeowners who need a contractor. Their job is to help you find new customers.

RepeatService starts with the customers you’ve already served. We use their service history, equipment age, prior repairs, and open estimates to identify the next likely job — and put you back in front of them before they call someone else.

Most contractors already invest in the first source of work. RepeatService gives you a system for the second.

New-customer work
Repeat-customer work
Homeowners who need a contractor
Past customers approaching their next need
Pay to reach the customer and compete for the job
Act on opportunities already in your system
Search, advertising, lead platforms, and agencies
Equipment age, service history, prior repairs, and open estimates
Win the first job
Get the next one

“Doesn’t my software already do this?”

Your software can send the campaign. RepeatService determines what the campaign should accomplish.

Crew capacityJob mixMarginSeasonalityCustomer needTiming

If your service board is full but your install crew has four open days, you do not need more tune-up calls. You need a replacement offer in front of customers with aging systems.

NeedSegmentOfferChannelRevenue

That decision has to be made every month, against a board that changes every month. Nobody in your office has time to make it, and no platform will make it for you.

08The year

We don’t send when you’re busy. We send before you’re slow.

A campaign that fills March is worth more than one that adds to July. Every plan is built backwards from your season — and from what your crews can actually absorb.

Your season

Jan

Filter & IAQ

Feb

Pre-season AC

Mar

System age 12+

Apr

Water heater

May

Plan renewal

Jun

Jul

Aug

Sep

Pre-season heat

Oct

System age 12+

Nov

No-heat prep

Dec

Holiday drain

One campaign a month across the months you can absorb the work, planned twelve months out around your season and your crews’ capacity. Month to month, no contract.

09The boundary

RepeatService

We create the demand

SegmentingTargetingWritingSendingTracking

Your office

Your office books it

We don’t touch:

Answering your phonesTouching your dispatch board

Every campaign is tracked to booked jobs and reported in dollars, every month.

Also included

We’ll work with you to build something you don’t have now: a way to collect email addresses and text permissions on every job. In a year that list is worth considerably more than it is today.

10

Your customer data

Never shared or sold

TransferSecure link, never an attachment
AccessNo system logins required
StorageEncrypted, used only for your campaigns
Deletion30 days if you stop · 5 days on request
11Who you’ll work with

Mike GoldFounder

27 years in marketing. For seven of them I ran lead generation on the agency side for the ServiceMaster brands.

Terminix, Merry Maids, ServiceMaster Clean. I know what those leads cost and what they were worth, because acquiring them was my job. Now I do the opposite.

You work with me directly. No account team, and nobody else touches your list.

27Years in marketing
7Years agency-side lead gen
12Questions

Frequently asked questions

Two exports from your scheduling system. A customer file with name, service address, phone, email, contact preferences, customer type, and membership status. A job file with customer or location ID, job date, job type, invoice total, and status.

Send whatever your system gives you — we work with what’s available and identify the gaps during the audit. No logins and no permanent access to your system.

Common, and not a problem. Most contractors have a platform they left, a second system for invoicing, and filing cabinets from before either. We can pull it together.

It’s a larger project than a standard audit and we quote it after seeing what you have — it’s also usually where the most valuable records are. A system you installed in 2013 doesn’t show up in a two-year export.

Your data is used only for your work and is never sold, shared, or reused. Files are deleted within 30 days of completion, or within five days of a written request.

The audit includes the first campaign. You keep the cleaned data, the campaign materials, and the results whether or not you continue.

If you do, we run one campaign a month against a twelve-month plan: $2,750 a month for a single trade, $3,750 for shops running both HVAC and plumbing. Month to month, thirty days’ notice, no contract. Print and postage are billed to you directly at cost.

The audit takes three weeks and the first campaign runs inside it. After that, mail takes about three weeks to reach a mailbox, and a homeowner deciding on a replacement can take another sixty to ninety days. Tune-ups and service calls come back faster.

We guarantee the analysis, campaign, execution, and reporting. Customer response and booking depend on your data, offer, availability, and how your team handles incoming requests.

Start with the audit

Fifteen minutes. We’ll ask:

  • What you run for scheduling — so we know what an export will look like
  • Roughly how many customers you’ve served — the size of the list we would be working with
  • What you’re spending on leads — the number this has to beat

Then we’ll tell you whether there’s likely anything worth finding — and if there isn’t, we’ll say so.

Mar 3
Mar 10
Mar 17
Mar 24
Crew 1
Crew 2
Install
Tune-up · $340
Service · $280
Install · $7,900
Replacement · $9,400
Water heater · $2,100
Replacement · $8,800
Plan · $290