Features – Email & SMS Automation
Email & SMS Automation — Stay In Touch, Close More Jobs
Why Automation Matters
Leads are great—but unless you follow up at the right time with the right message, many will fade away. With Email & SMS Automation, pool companies don’t just capture leads—they nurture them. You can engage prospects immediately, check in on old leads, send reminders, and build trust through consistent, relevant communication — all without spending hours on manual outreach.
What Our Automation Features Include
Triggered Follow-ups
Set your system to send automatic messages when someone submits a quote form, visits a key service page, abandons a quote, or even after sending a proposal. This ensures your business reaches out when interest is hot.
Re-Engagement Sequences
Many homeowners request quotes and then go quiet. Our automation includes email and SMS sequences with proven subject lines, messaging, and timing to re-ignite interest. You’ll be able to reconnect with old leads with fresh offers, updates, or reminders.
Appointment & Maintenance Reminders
SMS and email reminders for upcoming service appointments, seasonal maintenance, or check-ups reduce no-shows and keep your service calendar full.
Review & Reputation Requests
Automate the process of asking satisfied customers for reviews—via email or text. Boosting review volume helps local SEO & your credibility in Google Maps / Business Profiles.
Personalization & Segmentation
Messages are tailored: whether it’s a homeowner looking for a new build, someone doing renovation, service customers, or past quotes. You can segment leads by behavior (site visits, interaction) or by service type to make messaging feel personal and relevant.
Tracking & Analytics
See open-rates, click-rates, response rates, which sequences are converting into booked jobs — all in your member dashboard. Know which follow-ups are working best so you can double down, refine, or pause what doesn’t.
Our four different plans offer different options. Some functionality is only available in specific plans.
Learn about our plans here.
Not sure how to get the best results for your company?
Pool builders can have amazing dashboards that helps them stay ahead of the competition.
Key Benefits for Pool Companies
Never Lose a Lead — Automation ensures follow-up happens even when you’re busy on build sites or with onsite work.
Higher Conversion Rates — Timely, consistent messaging before someone selects another builder.
Better ROI on Leads — More of your existing leads (even old ones) turn into sales. Automation multiplies what you already have.
Strong Customer Relationships — Frequent practical touches (reminders, tips, offers) make your brand feel reliable.
Time & Cost Efficiency — Less chasing, more closing. Automations free you up to focus on building and managing projects.
How It Can Work for You
- After someone interacts (quote request, site visit, service inquiry), an automated workflow is triggered—email + optional SMS.
- You have pre-built templates + subject lines proven to work for pool companies, so you don’t need to write from scratch.
- Use conditional triggers (for example, if they don’t respond to the first email, send a text or follow-up).
- Segment old leads into a “re-engagement” workflow—so past prospects get fresh offers or updates.
- Monitor performance via your dashboard to see exactly which messages, channels, and timings convert best.
Want To See It in Action?
See how top pool companies are turning old leads into booked jobs, lowering no-shows, and boosting sales—all thanks to smart email & SMS automation.
Results That Speak
We’ve helped pool companies across the U.S. generate more qualified leads, improve their sales processes, and grow revenue without wasting ad dollars.
A Note About This Pool Builder
This is our longest-standing client, for whom we have been providing turnkey marketing services for 15 years. When they first came to us, they were spending approximately $8,000 per month on PPC ads. Currently, they spend $0 per month on these ads. We have saved them over $1,000,000 by reducing their dependence on PPC advertising, all while helping to increase their sales.