Shop Kit · 5 steps

Slow season marketing push

A 6-week plan plus the emails, posts, referral offer and review texts to keep the board full.

Who it’s for
Owners and marketing leads heading into the shoulder season.
Time
About 2 hours, once per slow season
How to use it
Plan first, then build the pieces that go to customers you already have. They are cheaper than new leads.

  1. Step 1 of 5

    Plan for the slow season

    The 6-week plan everything else hangs on.

    Owner / GM1 hr per season

    Never paste: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute.
    Prompt · fill the [brackets]
    Help me plan for the slow season.
Trade: [HVAC / plumbing / electrical]; Months: [e.g. April-May]
Typical drop in calls: [%]
Assets: [membership list size, unsold estimates from last 12 months, past customers]
Team: [techs, installers, office]
Budget: [marketing $]

Give me a 6-week plan: tune-up/membership campaigns, unsold estimate follow-ups, training, truck and shop maintenance, and how to keep techs busy without overspending. Week-by-week.

  2. Step 2 of 5

    Write a seasonal tune-up email campaign

    Your membership and past-customer list first.

    Marketing45 min per campaign

    Never paste: Customer names, addresses or phone numbers without permission, photos showing house numbers or license plates, review content you don't own, or ad account login details.
    Prompt · fill the [brackets]
    Write a 3-email seasonal tune-up campaign.
Season: [fall furnace / spring AC]
Audience: [past customers who aren't members / members]
Offer: [price, deadline]
Proof: [real reasons: catch problems before the cold, warranty requirements]

Email 1: helpful tip + offer. Email 2: reminder + what's included. Email 3: last chance. Short subject lines, under 120 words each.

  3. Step 3 of 5

    Write a Google Business Profile post

    Weekly posts so you show up when people search.

    Marketing10 min per post

    Never paste: Customer names, addresses or phone numbers without permission, photos showing house numbers or license plates, review content you don't own, or ad account login details.
    Prompt · fill the [brackets]
    Write a Google Business Profile post.
Business: [name, trade, town/service area]
Topic: [seasonal tip, offer, recent job, team member]
Offer (optional): [e.g. $89 tune-up through Nov 30]
CTA: [Call / Book online]

Under 150 words, local, helpful, one call to action. No hashtags.

  4. Step 4 of 5

    Announce a referral program

    Turn happy customers into the next calls.

    Marketing20 min once

    Never paste: Customer names, addresses or phone numbers without permission, photos showing house numbers or license plates, review content you don't own, or ad account login details.
    Prompt · fill the [brackets]
    Write a referral program announcement.
Reward: [e.g. $50 gift card when a referral books a replacement]
Rules: [who qualifies, when paid]
Channels: [email, text, invoice footer, tech leave-behind]

Short email, short text, and a one-line invoice footer. Check that the reward complies with local rules.

  5. Step 5 of 5

    Write a review request text

    Every finished job this season asks for a review.

    Marketing5 min once

    Never paste: Customer names, addresses or phone numbers without permission, photos showing house numbers or license plates, review content you don't own, or ad account login details.
    Prompt · fill the [brackets]
    Write a short review request text.
Tech name: [first name]
Job: [what we did]
Review link: [link]

Under 200 characters, personal, mention the tech. No incentives (against Google policy).

Finished the kit? Browse the other Shop Kits or send us a workflow your shop uses.