Recipe No. 39 · Marketing
Seasonal maintenance reminder campaign
Remind past customers when seasonal service is due (e.g., HVAC tune-up, gutter cleaning).
- Serves
- Home services
- Made with
- Zapier
- Prep (setup)
- ~20 min est.
- Yield
- 1–2 hrs/week saved, est.
- Level
- Beginner
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerSync completed-job customers to Mailchimp…
- Step 2In Mailchimp, schedule seasonal campaigns…
- Step 3Include a booking link and opt-out
- Step 4Test with dummy data, then turn it on and…
Ingredients
- Customer list in Sheets/Jobber/Housecall Pro
- Zapier
- Mailchimp
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Sync completed-job customers to Mailchimp with tags by service type (Zap: job completed → Add/Update Subscriber + tag).
- In Mailchimp, schedule seasonal campaigns to each tag (e.g., 'hvac' in early spring and fall).
- Include a booking link and opt-out.
- Test with dummy data, then turn it on and review results for the first week.