Owner / GM

Plan for the slow season

  • Est. time saved1 hr per season
  • Works withCopilot · ChatGPT · Gemini
  • GroupRun the Shop
  • Ref.WO-0063

Part of kit: Slow season marketing push (step 1 of 5)

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.

When to use it

6 to 8 weeks before shoulder season (spring/fall) when calls drop.

The prompt

Copy this, then replace everything in [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.

Before / after

Before: Techs sent home and payroll fights in April.

After (example output):

Week 1: call through 186 unsold replacement estimates from the last 12 months. Week 2: spring tune-up email and text to members. Week 3: water heater flush promotion to past plumbing customers. Week 4: training day (diagnostics + options presentation).

Tips

  • Your unsold estimates are your cheapest leads.
  • Use real numbers from your own reports. Never let the AI invent them.
  • Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
  • Review every draft before you send it. You’re accountable for what goes out.