Operations Engine

Customer Reactivation Engine

New jobs from the customer list you already own. Seasonal maintenance campaigns, post-job follow-up flows, and win-back sequences for customers who haven’t called in 12 months. Revenue you don’t need to buy from an ad platform.

$2,500 setup / $800 per month operated by Momentiv

The Problem

The Gap

You have 800 past customers in your CRM. Every one of them trusted you with a job, paid you, and moved on. Zero of them heard from you before this summer’s AC season started. Half of them scheduled a tune-up with your competitor because that competitor sent a text in April. The most profitable leads your business will ever generate are already in your database. Nobody is reaching out to them.

The Math

What Ignoring Past Customers Costs

60%

more profitable: businesses that prioritize retention over acquisition

Repeat customers cost less to close, spend more per job, and refer at higher rates. The most profitable growth lever for most home services businesses is the customer list they already own.

Source: G2, 2025

5-15x

more expensive to acquire a new customer than to retain an existing one

Every dollar spent reactivating a past customer goes further than every dollar spent acquiring a new one. Reactivation campaigns consistently deliver the lowest cost per booked job of any channel.

Source: Harvard Business Review

28%

more likely to become repeat customers: callers vs. web leads

Customers who originally came through a phone call convert to repeat business at higher rates than those acquired through web forms. Your phone-sourced customer list is your highest-value reactivation asset.

Source: Forrester

The Fix

The System

Seasonal maintenance campaigns, post-job follow-up flows, and win-back sequences fire automatically based on service type, last job date, and customer segment. Past customers come back before they search for a competitor.

What We Build

  • Seasonal maintenance campaigns (HVAC tune-ups, roof inspections, and other seasonal triggers)

  • Post-job follow-up flows: care tips, review request, and referral prompt in sequence

  • Win-back sequences for customers inactive 12 or more months

  • List hygiene and basic segmentation (service type, last job date, zip code)

  • At-a-glance results dashboard: sends, replies, and booked outcomes per campaign

  • Compliance-safe opt-out controls and messaging frequency caps

Requirements

Required Inputs and Fit

What we need from you

  • Full past customer list export (name, phone, email, service type, last job date, zip)

  • CRM or field service management access for ongoing list updates

  • Seasonal offers or maintenance packages you want to promote

  • Messaging preferences and any brand guidelines

  • Opt-out and compliance requirements for your state

  • Definition of “inactive” for your business (6 months, 12 months, etc.)

Who this is for

Built for owner-led home services businesses sitting on a past customer list with zero active outreach system. If your business relies almost entirely on new leads with no repeat revenue strategy, this engine turns the customers you’ve already won into a recurring revenue channel.

Implementation

Implementation and Ongoing Operations

This engine is a single-tier build. It begins with a custom Launch Sprint and transitions immediately into a monthly operations retainer.

$2,500 setup fee

$800 per month operated by Momentiv

The Management Retainer

Systems break when they are abandoned. Your setup fee covers the custom build. From there, this engine is maintained through a monthly operations retainer. We handle the optimization, the reporting, and the technical oversight so you can focus on running your crews. All engine installations begin with a 90-day initial commitment to ensure baseline stability.

Outcomes

How We Measure Success

Booked jobs from past customers per campaign

The number that proves the engine is working

Reply rate and conversion rate by campaign type

Which messages and offers drive action

Unsubscribe rate

Health indicator for messaging quality and frequency

Revenue generated per campaign

Dollar value directly tied to reactivation outreach

Complementary Systems

Pairs Well With

Review and Reputation Engine

Past customers who come back for a second job are ideal candidates for a review request. The reactivation creates the opportunity; the review engine captures it.

Follow-Up Engine

Reactivated customers who express interest but don’t immediately book enter a structured follow-up sequence.

Seasonal Campaigns Engine

Complements reactivation by adding weather-triggered and calendar-based outreach on top of customer-specific win-back sequences.

Referral Engine

Reactivated customers who have a great second experience are the highest-probability referral candidates.

Common Questions

Frequently Asked Questions

We work with lists of any age. The win-back sequences are designed for customers inactive 12+ months. If your list hasn’t been touched in years, a revival campaign can still generate meaningful results. The key requirement is that the contacts opted in to receive communication from your business.

No. The messaging is personalized to the service they originally hired you for and timed to seasonal relevance. A past HVAC customer getting a maintenance reminder before summer doesn’t feel like spam. It feels like a business that remembers them.

Yes. We integrate directly with ServiceTitan, Housecall Pro, Jobber, and the GoHighLevel ecosystem. The engine pulls customer data from your existing system and logs all campaign activity back into it.

List hygiene is part of the setup process. We clean, deduplicate, and segment your data during the Launch Sprint. Even partial records (name and phone, no email) can be included in SMS-based campaigns.

Yes. Campaigns are segmented by service type, last job date, and zip code. An HVAC customer gets a tune-up reminder. A roofing customer gets an inspection offer. A plumbing customer gets a winterization prompt. Each campaign matches the service and the season.

Most businesses see booked jobs from the first campaign within the first 30 days. Win-back sequences for long-inactive customers may take 60 to 90 days to generate meaningful volume, but the cost per booked job is consistently lower than any paid acquisition channel.

Opt-out handling is built into every campaign. Customers who unsubscribe are flagged and excluded from future outreach automatically. Messaging frequency caps are configured during setup to protect list health.

Ready to turn your existing customer list into booked jobs?

Start with a diagnostic audit. We will map every gap, quantify what it is costing, and show you exactly which systems close it.