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Database Reactivation for HVAC & Plumbing Companies

You already paid to acquire every name in your CRM. Reactivation works that list by SMS and email with offers worth acting on, and it is usually the fastest revenue available in a slow week

SMS and email campaigns to past customers and unsold estimates
Runs on the Hatch platform, included in Growth Engine
Booked jobs reported against every campaign
Call (231) 486-5306
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A strategist reviews your market before the call.

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Business
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Goals
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Details
What do you need most?
Consent
Free call, no obligation HVAC and plumbing specialists
$100M+ annual revenue generated for clients
127% average increase in leads
6.5× average return on marketing spend
100+ home service businesses served
2014 the year we started marketing for home service companies

Trusted by HVAC, plumbing and home service companies

Moore Mechanical logo
Canyon Plumbing logo
Strive Heating and Cooling logo
Precision Plumbing logo
EZ Air Heating and Cooling logo
Werner Plumbing logo
QuickDry Pro logo
The Drain King logo
S&S HVAC logo
Thumbs Up Plumbing logo
Shine Bright Cleaners logo
Green Gen Carpet and Rug Cleaning logo
Bann Home Services logo
KOA Cleaning logo
Moore Mechanical logo
Canyon Plumbing logo
Strive Heating and Cooling logo
Precision Plumbing logo
EZ Air Heating and Cooling logo
Werner Plumbing logo
QuickDry Pro logo
The Drain King logo
S&S HVAC logo
Thumbs Up Plumbing logo
Shine Bright Cleaners logo
Green Gen Carpet and Rug Cleaning logo
Bann Home Services logo
KOA Cleaning logo
Why it goes wrong

Why Past Customers Stop Calling

Your past customers and unsold estimates are revenue you already paid to earn, and most of it goes unworked

The list is dead weight

Thousands of past customers sitting in the CRM, hearing from you never, and calling whoever advertises next

Slow weeks get filled with discounts

Cutting price to fill the board costs more than a campaign to people who already trust you

Unsold estimates are never reworked

Quotes that did not close are the warmest list in the business and almost nobody works them

What you get

What Our Database Reactivation Includes

Every part of the program, written out, so you can hold us to it

Campaigns

Past customer reactivation Seasonal offers and service reminders by SMS and email
Unsold estimate campaigns Quotes reworked with a reason to act now
Maintenance plan drives Plans sold to the customers most likely to buy them

Platform and list work

Hatch platform The SMS and email engine behind reactivation, included in the Growth Engine price
List cleaning and segmentation Deduplicated, segmented and compliant
Two-way conversations Replies land with your team, not a black hole

Tracking and reporting

Call, text and chat tracking Every conversation tied to the campaign, keyword or page behind it
Revenue and quote value tracking Booked revenue reported by source in the ads packages, and organic revenue on its own in Local Dominator
Live dashboards and a scheduled report Performance by channel any time in the ads packages, walked through with your strategist
SMS remarketing

How SMS Remarketing Works on Your Customer List

Text messages get read, and that is the whole reason this channel works. A short, specific offer lands on the phone of somebody who has already paid you once, and they answer in their own words

1

Segment the list

Your CRM export is cleaned, deduplicated and split, so every message fits the person getting it

2

Write one offer per segment

One reason to act, priced so it books work you want, with a date on it

3

Send in waves

A few hundred numbers at a time, so your office keeps up with the replies and your number keeps a clean sending reputation

4

Answer every reply

Replies land with your team inside Hatch, and the conversation keeps running until the job is booked or the customer says no

See how we follow up new leads too
Example campaign message
Hi Sarah, it is Dave at [Your Company]. Your AC has not been serviced since last spring and we have tune-up slots open Tuesday and Thursday. Want me to hold one? Reply STOP to opt out.
Thursday morning if you have it
Booked, Thursday 8 to 10. You will get a text when the tech is on the way.

Written for your company, your offer and your service area

Who gets texted
Past customers split by the work you did and when you did it
Estimates that went out and never closed
Expired maintenance plans and customers overdue for service
Anyone who has not called in twelve months or more
How we keep it compliant
Campaigns go to customers who have done business with you, with an opt out in every message
Your numbers are registered with the carriers before anything is sent
Sending is paced and kept inside sensible hours, never overnight
Opt outs are honoured straight away and never messaged again
Email remarketing

How Email Remarketing Works on the Same List

Email does the job a text cannot: photos, financing, plan details and the full story, at a cost per send close to nothing. It also reaches the customers who never reply to a text but read everything you send

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Clean the list first

Dead addresses and duplicates come out before anything sends, because a dirty list is what puts you in the spam folder

2

Send from your own domain

Authenticated properly, so the email arrives in the inbox with your name on it instead of a platform's

3

Run it as a sequence

One offer, one reminder to the people who ignored it, and a last call with a date on it

4

Hand the hot ones over

Anybody who clicks and does not book gets a text and a call from your team the same week

See the weekly newsletter we run alongside it
Example subject lines
Your AC has not been looked at since last spring
Still want that water heater replaced?
Maintenance plan spots are open again
What the sequence looks like
Day 1
The offer What it is, what it covers and how to book, with one button and a phone number
Day 4
The reminder The same offer from a different angle, sent only to the people who did not open or click the first one
Day 9
Last call A date on it, and a text to everyone who clicked but never booked
Proof

What SMS and Email Did for Moore Mechanical

$1,000,000+ in revenue in the first twelve months, from customers they had already paid to win

Moore Mechanical is an HVAC and plumbing company in Michigan on our Growth Engine package. We loaded their customer list into Hatch and worked it properly: tune-up and maintenance plan offers to past customers, replacement offers to the homes running old equipment, and follow-up on the estimates that never closed.

The mixture of SMS and email is what produced the number. Text brought the fast replies, email carried the detail, and between them they lifted revenue by more than $1,000,000 in the first twelve months without buying a single new lead.

Read the Moore Mechanical case study
Inbound Voice AI

Inbound Voice AI That Answers the Calls You Miss

Every call that rings out is a job somebody else books. Inbound Voice AI, powered by Hatch, picks up when your office cannot and keeps the conversation going until a person can take it over

It answers on the first ring

After hours, at weekends, and in the moments when every line in the office is already busy

It gets the details

Name, address, phone, what is going on and how soon they need somebody, written straight into the customer record

It books or hands off

Booked into the schedule where that is set up, or passed to your team with a text summary, and anyone who wants a person gets one

Worth knowing
The assistant says it is an assistant calling for your company. It does not pretend to be a person
Every call is recorded and transcribed against the customer record
Anything it cannot handle is routed to your team instead of dropped
Outbound Voice AI

Outbound Voice AI That Works the List by Phone

Some customers never reply to a text and never open an email, but they will talk. Outbound Voice AI calls the segments worth calling, has the conversation, and leaves the rest for your team

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It calls the segments worth calling

Estimates that never closed, maintenance plans that lapsed, past customers due for service

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It has the conversation

It says who it is calling for, asks whether they want the work booked, and passes anything it cannot answer to your team

3

It leaves a voicemail when nobody picks up

Your message in your name, followed by a text, so the conversation can carry on by SMS

4

It reports like any other campaign

Every call recorded and transcribed against the customer, with booked jobs and revenue attributed back to the campaign

How Voice AI is sold
Voice AI runs on a conversation bundle, bought through us with your Hatch account
Bundles start at 500 conversations a month and run up to 20,000
On outbound, a conversation counts when a person picks up and talks to the assistant
Voicemails and hang ups are charged at a lower rate than a conversation

Your bundle size and rate are quoted for your list and written into your agreement

How we run it

How We Run Database Reactivation

01

Import and clean

Your CRM list pulled in, deduplicated and segmented

02

Pick the offer

Something worth acting on, priced so it books work you want

03

Run the campaign

SMS and email sent in waves, with replies handled

04

Report the revenue

Booked jobs and revenue attributed to the campaign

Proof

What Owners Say About Working With Us

Screenshots, numbers and words from real client accounts, not stock examples

From $400k to $1.85M a month in service and retrofit revenue since 2023

We have been working with the team at Forward to build upon our advertising strategy. We have seen huge drops to our cost per lead and a significant increase to monthly conversions and revenue.

Moore Mechanical HVAC and plumbing
Visit mooremech.net
From $170k a month to a $360k peak month

Forward First took over our digital advertising, website development and cross media marketing strategy. We are getting qualified leads, growing our team and our revenue. We are thankful for the team at Forward for helping us to scale.

Werner Plumbing and Heating Plumbing
Visit wernerplumbing.com

We've been working with Forward for 6 months. They have been managing our Google and Meta ads and built us a new website for our Greensboro, NC location. Great team to work with

American Leak Detection Leak detection
Visit americanleak.pro
Client stories

Results From Home Service Companies We Work With

We report on booked jobs and revenue, so these numbers come from our clients' own call tracking and CRM data

HVAC Moore Mechanical From $400k to $1.85M a month in service and retrofit revenue
Plumbing Canyon Plumbing Local visibility in Flagstaff that turned into booked plumbing work
Cleaning and restoration QuickDry Pro High-intent Google Ads and landing pages, turning demand into better jobs and faster follow-up
Green Gen Carpet and Rug Cleaning logo
Cleaning Green Gen From $20k months to $90k months
Packages

Packages That Include Database Reactivation

This service is managed for you inside these packages, alongside everything else that has to work for it to pay off

Your trade

The same service, written for how the work actually sells in your trade

HVAC
Plumbing
Cleaning
FAQ

Questions We Get Asked About Database Reactivation

Straight answers to the questions owners ask us before they hire us

Growth Engine. It includes the Hatch platform, the SMS and email campaigns and the unsold estimate follow-up.

Hatch is the platform that runs the SMS and email conversations behind reactivation, unsold estimate follow-up and missed call recovery. Hatch is included in the Growth Engine price.

Campaigns are run with consent, opt-outs and the carrier registration the rules require. We will not put your numbers at risk for a short-term win.

A few thousand names is plenty to be worth running. Even a small list of unsold estimates usually pays for itself.

Usually within days. It is the quickest lever we have when a week looks soft.

Voice AI runs on a conversation bundle bought through us with your Hatch account, starting at 500 conversations a month. On outbound calls a conversation is counted when somebody picks up and talks to the assistant, and voicemails and hang ups are charged at a lower rate. The current rates are in the Hatch usage terms and in the agreement you sign with us.

No. It says it is an assistant calling for your company, and anyone who asks for a person gets one.

Yes. Text gets the fast replies, email carries the photos, financing and plan details, and the customers who ignore one channel usually answer the other. For Moore Mechanical the mixture of the two produced more than $1,000,000 in revenue in the first twelve months from customers they already had.

See What Your Old Customer List Could Book

Book a free strategy call and we will size the list you already own and what a campaign to it is worth