Contractor
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Leads
Customers
Assets
New Campaign
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Customer for Life
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Segments
🏠
24
Past Customers (12 mo)
💤
18
Past Customers (12+ mo)
🚧
7
Mitigation Only
🌸
12
Seasonal Opportunity
🎉
5
Anniversary Soon
🏆
9
Referral Champions
⭐
15
Review Ready
12-Month Engagement Calendar
January
New Year, New Home
email
→ past customers 12mo
Start the Year Right: Home Maintenance Checklist
Activate
email
→ past customers 12plus
It's Been a While — We Miss You
Activate
February
Love Your Home
email
→ past customers 12mo
Fall in Love With Your Home Again
Activate
email
→ referral champions
Share the Love — Refer a Friend
Activate
March
Spring Refresh
email
→ seasonal opportunity
Spring Is Here — Is Your Deck Ready?
Activate
email
→ past customers 12mo
Spring Home Refresh: Projects That Pay Off
Activate
April
Outdoor Living Season
email
→ seasonal opportunity
Get Your Outdoor Space Ready for Summer
Activate
email
→ review ready
We'd Love Your Feedback
Activate
May
Home Improvement Month
email
→ past customers 12mo
May Is Home Improvement Month — Special Offers Inside
Activate
email
→ anniversary soon
Happy Anniversary — Let's Celebrate Your Home
Activate
June
Summer Prep
email
→ past customers 12mo
Summer's Here — Is Your Home Ready?
Activate
email
→ referral champions
Summer Referral Bonus — Double Rewards
Activate
July
Mid-Year Check-In
email
→ past customers 12mo
Mid-Year Home Health Check
Activate
email
→ past customers 12plus
We're Still Here for You
Activate
August
Back to Routine
email
→ past customers 12mo
Back-to-School, Back-to-Projects
Activate
email
→ review ready
Quick Question — How Did We Do?
Activate
September
Fall Prep
email
→ seasonal opportunity
Prepare Your Home for Fall and Winter
Activate
email
→ past customers 12mo
Fall Maintenance Reminder
Activate
October
Season of Comfort
email
→ past customers 12mo
Make Your Home Cozy This Fall
Activate
email
→ anniversary soon
Your Project Anniversary — Special Thank You
Activate
November
Gratitude
email
→ past customers 12mo
Thankful for You — Our Valued Customer
Activate
email
→ referral champions
We're Grateful for Your Referrals
Activate
December
Year-End Wrap & Planning
email
→ past customers 12mo
Plan Your 2027 Home Projects Now
Activate
email
→ past customers 12plus
A New Year, New Possibilities for Your Home
Activate
🏅 Referral Campaign
Incentive Type
$50 credit
$100 off next project
Amazon gift card
Total Referrals
0
Referral Revenue
$0
Save Campaign Settings
🚧 Mitigation → Reconstruction
Mitigation-to-Reconstruction pipeline is available for restoration and hybrid businesses.