Marketing Automation for Trades
Put your lead follow-up, estimate nurturing, and customer retention on autopilot. Automated email, SMS, and call workflows that never miss a follow-up — even when you are on the job site.
Your Business Runs Even When You Are Not Available
The biggest growth bottleneck for trades businesses is not lead volume — it is follow-up consistency. Automation ensures every lead gets timely, professional follow-up across email, SMS, and phone — without adding hours to your day.
Email Automation
Triggered email sequences for new lead intake, estimate follow-up, post-job thank-yous, seasonal maintenance reminders, and re-engagement campaigns.
SMS Automation
Text-based appointment reminders, estimate follow-ups, job completion check-ins, and review requests. SMS open rates exceed 98%.
Multi-Step Sequences
Complex workflows that combine email, SMS, and calls across days or weeks. Sequences adapt based on customer behavior — booking, ignoring, or opting out.
Trigger-Based Workflows
Automation triggered by real events — new lead form submission, estimate sent, job completed, review received, or 90-day re-engagement window.
Automation Delivers Consistent Results
How We Automate Your Follow-Up
A 4-phase approach to designing, building, and launching automation that runs 24/7.
Audit & Strategy
We analyze your current follow-up process, identify gaps, map the ideal customer journey, and prioritize automation opportunities by revenue impact.
Workflow Design
We design automated sequences for lead intake, estimate follow-up, post-job engagement, review requests, and customer re-activation — each with clear goals and triggers.
Build & Integration
We build workflows in your automation platform, connect with your CRM, configure email/SMS templates, and test every sequence end-to-end.
Launch & Optimization
We launch sequences, monitor performance metrics (open rates, click rates, conversion rates), and continuously optimize messaging, timing, and triggers.
Frequently Asked Questions
What is the difference between CRM and marketing automation?
Your CRM is the central database that tracks every lead and customer. Marketing automation adds intelligent, time-based workflows on top — automatically sending follow-up emails, text reminders, review requests, and re-engagement campaigns based on triggers and behaviors.
Can I automate calls and texts, or just email?
We automate all three channels. Automated SMS is particularly effective for trades — estimate reminders, appointment confirmations, and check-in messages get much higher open rates than email. We also use call automation for critical follow-ups.
How do you handle the estimate follow-up sequence?
After an estimate is sent, the sequence automatically triggers: Day 1 — friendly follow-up email. Day 3 — SMS check-in. Day 7 — email with a special offer or testimonial. Day 14 — final call attempt. The sequence pauses if the customer responds or books.
Will automation make my business feel impersonal?
Not when done right. Good automation feels attentive, not robotic. Messages are personalized with the customer name, job details, and your brand voice. The goal is to be responsive — many trades businesses lose leads simply because they forget to follow up.
What platforms do you use for automation?
We work with platforms tailored to trades — including HubSpot, ActiveCampaign, and Make (formerly Integromat). We choose based on your CRM, budget, and complexity requirements, ensuring everything connects seamlessly.
Ready to Put Your Follow-Up on Autopilot?
Book a free automation consultation. We will analyze your current lead workflow and show you exactly which sequences will have the biggest impact on your close rate.