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YOUR BUSINESS, ON AUTOPILOT

Email Automation for Service-Based Businesses

Imagine never losing a lead because they went cold or missed a follow-up. With our email automation, you’ll keep leads engaged, cross-sell services, and nurture customer relationships—all without lifting a finger.

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YOUR ALWAYS-ON ASSISTANT

What is Email Automation?

Our email automation service sets up personalized email sequences for your business. These automated messages keep leads warm, encourage conversions, and help build long-term customer relationships.


Whether it’s following up on a new lead or cross-selling to existing customers, our email automation makes it happen effortlessly.

Why Use Email Automation for Your Business?

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Cross-Sell Your Services

  • Send relevant service recommendations to existing customers.


  • Introduce new services to past clients who may benefit.


  • Increase customer lifetime value with targeted cross-sell emails.

Nurture Leads Instantly

  • Follow up as soon as a lead submits their info on your website.


  • Reinforce their decision with social proof, like reviews or project photos.


  • Keep the lead engaged with scheduled follow-up emails.


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Keep Cold Leads Warm

  • Drop cold leads into a 12-month automated sequence.


  • Maintain brand presence even if they didn’t convert initially.


  • Reignite interest with valuable content and reminders.


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Automate Review Requests

  • Request reviews automatically after job/appointment completion via email and text message.


  • Never have to worry about manually following up multiple times.


  • Build your online reputation without lifting a finger.

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Improve Customer Retention

  • Automate reminders for routine services (like maintenance or cleaning).

  • Share helpful tips and insights related to the services they already use.

  • Strengthen loyalty with consistent, valuable communication.


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Win Back Past Customers

  • Send re-engagement emails to inactive clients after a set time.


  • Offer exclusive discounts or updates to bring them back.


  • Remind them what they loved about your service with personalized messages.

How Our Email Automation Works

Step 1: Identify Automation Needs

  • Determine the types of automation sequences needed (e.g., lead nurturing, cross-sell, cold lead engagement, review requests).


  • Customize messages based on the specific service, individual, and customer journey.
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Step 2: Craft and Customize Emails

  • Write compelling, personalized, action-driven email content tailored to your brand voice.


  • Include social proof, call-to-action buttons, and clear next steps.


  • Set triggers for each email (like lead submission or lack of follow-up).
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Step 3: Set Up Automation Flows

  • Program emails to send based on lead actions (form submission, no response, completed service).


  • Build sequences to keep leads hot or re-engage cold prospects.


  • Automate cross-sell opportunities based on past purchases.
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Types of Email Automation for Service Businesses

Keep in mind, these are just basic examples. For a lot of our clients, we’ll implement the 3-7-30 method for lead nurturing (3 emails in 2 days, 7 emails in 7 days, 10 emails in 30 days) and a 12 in 12 sequence for cold leads (12 emails in 12 months).

  • Lead Nurturing Sequences

    When a new lead submits their information, they automatically enter a series of nurturing emails:


    • Email 1 (Instant): Confirms their submission, highlights your credibility (e.g., reviews), and outlines next steps.

    • Email 2 (Day After): Keeps them engaged with more social proof and a brief summary of service benefits.

    • Email 3 (Day Three): Introduces a sense of urgency, reminding them of why they reached out and the consequences of delaying.

  • Cold Lead Sequences

    If a lead hasn’t responded after multiple contact attempts:


    • Email 1 (1 Month): A gentle reminder, sharing new insights or case studies.

    • Email 2 (3 Months): Introduce a limited-time offer to reignite interest.

    • Email 3 (6 Months): Highlight new services or updates since they last engaged.

    • Email 4 (12 Months): A final touchpoint, thanking them for considering your services and offering one last opportunity.

  • Cross-Sell Sequences

    After a customer completes a service:


    • Email 1 (1 Week Later): Express gratitude, include a service recap, and mention related services.

    • Email 2 (1 Month Later): Showcase another service they might find valuable based on what they previously booked.

    • Email 3 (3 Months Later): Highlight a seasonal service or an upcoming promotion.

  • Automated Review Requests

    After a customer completes their appointment or pays for their services in full, we can automatically request a review at this “peak-happiness” via email and SMS (text message).


    • Email 1 & Text 1 (at the point of peak happiness): Thank the customer and ask for honest feedback. “What if they want to leave a negative review?” you ask? We’ll set up a speed bump, sending negative reviews to the contact page on your website and positive reviews to Google.

Benefits for Service-Based Businesses

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Stay Top of Mind

  • Maintain consistent communication with potential and existing customers.


  • Keep leads warm without overwhelming them.


  • Thank customers immediately after working with you.

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Boost Sales and Retention

  • Nurtured leads are more likely to convert.


  • Repeat customers feel valued and are more likely to return.


  • Build your online reputation to increase additional organic leads.
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Save Time and Effort

  • Let automation handle repetitive follow-ups, cross-sells, and review requests.


  • Reduce manual effort, allowing your team to focus on in-person tasks.
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REQUESTS SENT. TRUST BUILT

Automating Review Requests: The Game Changer

Online reviews are essential for building trust and attracting new customers. Manually requesting reviews is time-consuming, and it’s easy to forget. Our automation solves this problem by sending review requests immediately after a service is marked complete.

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MORE REVIEWS, LESS EFFORT

Benefits of Automating Review Requests

  • Consistency: Every completed job triggers a review request, ensuring you never forget.


  • Personalization: Each message includes the customer’s name and specific service details.

  • Follow-Up Reminders: If the first request doesn’t get a response, an automatic reminder is sent.

  • Time-Saving: You never have to manually send another review request again.

How Automated Review Requests Work:

1. Job Completed

Mark the job as complete or paid within your CRM.

2. Automatic Trigger

The system sends a personalized review request via SMS and email.

3. Follow-Up

If no response is received, a reminder is automatically sent.

4. Success

Once the customer leaves a review, the sequence ends.

Enter Your Info Below to Get a Free Email Automation Demo!

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Service Business Email Automation FAQs

  • Can I customize the content of automated emails?

    Absolutely! We’ll tailor each sequence to match your brand and message.

  • What if I don’t want to send too many emails?

    We can space out the sequence to avoid overwhelming your leads. The frequency is entirely up to you.

  • Can I track how my emails are performing?

    Yes! We provide performance metrics, so you know which emails are driving engagement.

  • What types of content can be included?

    We can include text, images, videos, links, and more to make your emails engaging.

  • What if a customer unsubscribes?

    We automatically remove unsubscribed contacts from future campaigns to ensure compliance.

Ready to Automate Your Lead Nurturing? (Schedule Your Free Discovery Call)

Don’t let leads slip through the cracks. With our email automation, you’ll keep customers engaged, boost conversions, and save valuable time.

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