The best time to book a tune-up is before the first hot day or cold snap, and nobody has time to call.
Where it breaks down:
Maintenance reminders compete with the day's jobs.
Customers are left to remember on their own.
Customers remember when something breaks.
The call comes in the peak week, when the schedule is full.
Calling a past-customer list by hand takes days.
It rarely gets done in time for the season.
We designed it to get ahead of the season: a friendly call and an easy booking.
- A short, useful reminder is often welcome.
- A tune-up booked early is a call that doesn't come in the peak week.
- A customer who says not now should be left alone.
The agent had to:
- Reach past customers who have agreed to be contacted.
- Book the visit on the spot, or send the booking link.
- Accept a no, and record it.
A RevAIvo Voice agent that gets ahead of the season by calling customers who are due.
Your list, with consent
Works only the customers on the list you provide, who have given your business their consent to be contacted.
Right service, right season
Offers the tune-up or seasonal service you choose, such as an AC check in spring or a furnace check in fall.
Consent first
The first text carries the visit details or the booking link, and asks the customer to confirm they would like text updates. Later texts go only to customers who confirm.
Books on the spot
A customer who says yes is booked on your calendar. One who wants to think it over gets the booking link when the call ends.
It brings in your team when…
Scoped narrow on purpose. Where you've set a number it can connect the caller; otherwise it logs a callback request for your team.
- The customer reports a problem right now.
- The customer asks about a warranty or a past charge.
- The customer asks to stop calls. The request is recorded for your team.
- The customer asks for a person.
What the call sounds like
Hi, is this Marcus? This is Brightwater Heating & Air. It's been about a year since your last furnace service, and we're booking fall tune-ups. Would you like to schedule one?
Sure, what do you have?
I have next Tuesday at 9 a.m. or Wednesday at 1 p.m.
Tuesday works.
You're booked for Tuesday at 9 a.m. When we hang up I'll text you the confirmation. The text will also ask you to confirm you'd like text updates from us, and I won't send more unless you do.
Sent after the call
Hi Marcus, this is Brightwater Heating & Air. Your furnace tune-up is booked for Tuesday at 9 a.m. Manage your visit: brightwater.example.org/visit. Tap to confirm you'd like text updates from us: brightwater.example.org/texts. To stop texts at any time: brightwater.example.org/stop
Hi Marcus, this is Brightwater Heating & Air. Here is the link to book your fall tune-up whenever you're ready: brightwater.example.org/book. Tap to confirm you'd like text updates from us: brightwater.example.org/texts. To stop texts at any time: brightwater.example.org/stop
The first text asks the customer to confirm they would like text updates. Later texts go only to customers who confirm. Messages go out when the call ends, and the wording is illustrative.
What changes for your team
An illustrative scenario:
Say your team handles 1,500 reminder calls a month, and the agent takes 40% of them end to end, at an assumed 5 minutes a call. These figures are assumptions for illustration, not customer results.
In a pilot we measure this with you, on your own calls in RevAIvo Pulse: calls connected, when customers pick up, and outcomes by disposition.
Tune-ups booked ahead of the season, so the peak week isn't the first time a customer calls.
Past customers, kept in touch without a week of dialing.