A system we’ve incorporated in our business is automation. It allows us to stay in front of all of our customers—not just the ones we talk to regularly. Depending on the customer type, we send quarterly, bi-annual, or annual reminders when it’s time for a cleaning, and every quote we send has automated follow-ups built in.

Our back office also shows us who has and hasn’t opened a quote, so prospects don’t fall through the cracks and we’re not just guessing on follow-up. That lets us be intentional with who we reach back out to and when. We also automate things like birthday and holiday emails to keep our brand visible year-round and stay top of mind.

That system prevents blind spots because it keeps us consistently in front of our entire customer base including people who didn’t say yes the first time so we’re not just focused on a small circle.

As a result, we get steady repeat work from customers who got busy and forgot, it often leads to additional services we didn’t even do the first time, and we’ve even converted past ‘no’s into ‘yes’s just by staying in front of them through automation.