From lifecycle reminder to referral to win-back to technician spiff. Every revenue motion runs end-to-end on autopilot.
9:41●●● 5G
Reynolds HVAC
Text Message · 9:41 AM
Chris (Reynolds HVAC) customer Sara ko message karta hai: furnace service ki reminder + AC tune-up offer ($59)
YES please! Last summer it was struggling.
Good to know, we'll make sure it doesn't happen again. Our office will call today to get you scheduled. Also, if you know anyone dealing with HVAC issues, we'd appreciate the referral. Send us their name and number, and we'll send you $25 as a thank-you if they get serviced.
My brother-in-law Greg has been putting it off: 775-555-0247.
Lifecycle marketing & agentic campaignstouchpoints that create leadsAnnual tune-ups, warranty checks, seasonal reminders, sent in your voice the moment the customer needs them.
9:41●●● 5G
Hi Joe,
Who would you like to refer to Reynolds HVAC?
Sarah Johnson
(555) 123-4567
Or invite others to refer themselves:
𝕏
How It Works
🧾 Refer your friend
🎁 They receive a discount
💰 You get rewarded
Referrals & win-backsExisting customers become your top channel.A one-tap referral form, lapsed-customer reactivation, and the booked job syncing straight to dispatch. The book of business you already paid for, working again.
9:41●●● 5G
Refer a friend
$50 for them, $250 for you.
When they book their first job with Reynolds HVAC.
Share with
💬f𝕏📷
Copy referral link
142 shares posted this week
Social sharing & advocacyOne tap. Your brand on their feed.Friction-free share sheet routes the customer's recommendation to Messages, Facebook, X, or Instagram, with attribution back to the closed job.
9:41●●● 5G
Your reward
$250.00
Referral bonus · Sarah Johnson
Reward options
Prepaid Mastercard
Reloadable · Anywhere
a
Amazon Gift Card
Email · Instant
Or direct deposit, donate
v
Venmo
@joe-mitchell
$
Cash App
$joemitchell
Bank transfer
Chase ···· 8821
♥
Donate to charity
Pick a cause
Semi-Automated RewardsClosed-loop, in seconds.When the job is complete, the referrer chooses from 2,300+ payout options, including bank transfer, Venmo, and prepaid Visa gift cards.
9:41●●● 5G
Technician Leaderboard
#TechConvRev
1Carlos D.14$112.4K
2Mike T.11$94.6K
3Jess R.9$72.8K
4Marcus L.8$58.2K
5Alex N.6$41.7K
6Pat M.5$32.1K
7Sam K.4$24.6K
8Dana V.3$18.9K
9Brian H.3$14.2K
10Erin G.2$9.4K
11Sasha P.2$6.2K
12Joe W.1$3.8K
Technician SpiffThe team that asks gets paid.Every referral a tech generates lands in the leaderboard. Your A-players are incentivized the same way as your customers.
Autonomous workflows for revenue growth.
Each flow runs in your tone, on top of the CRM you already use.
Campaigns
Agentic Campaigns that run themselves
Designs, launches, and optimizes multi-touch referral campaigns automatically.
Designs campaigns in minutes, not hours
Sends thousands of personalized sequences
tracks campaign results
Campaign Builder
Spring Referral BlitzLive
Day 1 · Intro + $50 giftSent
Day 3 · Success story + $100Sent
Day 7 · VIP bonusScheduled
81%
Open rate
$18K
Revenue
Referrals
Every referral, tracked and closed.
Tracks every referral from source to close. Auto-attributes revenue, manages the pipeline, and ensures no leads fall through the cracks.
End-to-end pipeline tracking
Auto-attributes revenue to source
Live CRM sync
Referral Pipeline
James M. · HVAC InstallBooked
Maria S. · Plumbing RepairContacted
Tyler K. · Roof ReplacePending
Lisa D. · Electrical PanelClosed $4,200
181
Active referrals
70%
Close rate
Lifecycle marketing
Lifecycle messages to create leads.
Personalized outreach, follow-ups, and re-engagement messages, sent for you. Learns from every reply to optimize tone, timing, and conversion.
Learns from replies to improve tone
Auto-escalates high-intent referrers
SMS, RCS, email, all unified
Live Chat Feed
Hi James! Following up on your last job — hope it's holding up great. Know someone who could use us? Refer them and earn rewards.
Actually yeah, my neighbor's been asking who did it. I'll send them your way!
Amazing, thank you! Your reward's paid out as soon as we complete the job.