The Maintenance Plan Campaign is a 30-day campaign to your past customers by email and phone. We sell the maintenance plan you already run, and you keep every signup. Members book tune-ups in the slower weeks and add to what your business is worth.
Past customersFrom your software
Past customerLast service · 2024 Past customerLast service · 2023 Past customerLast service · 2022Most shops offer the plan at the end of a service call, when the tech is tired and the homeowner is thinking about the bill. Some techs ask every time, some never do, and customers from past years don't hear about it at all.
The Maintenance Plan Campaign goes back to those customers on purpose. Over 30 days we reach your past-customer list by email and phone, and sign the ones who say yes into the maintenance plan you already run: an HVAC maintenance agreement, a plumbing maintenance plan, or both. There's no printed mail and no texting.
TechAsks every time TechNever asks Past yearsNever hear
"We have a plan. Hardly anyone's on it."
"Spring and fall are packed, then the phones go quiet."
"We have years of customers in the software and we never email them."
"I know memberships matter if I ever sell. I just haven't had time."
Members book tune-ups in the slower weeks, call you first when something breaks, and renew. In Jobber's 2026 Home Service Trends Report (1,050 owners, surveyed December 2025), 34% named weather and seasonality the biggest challenge limiting their growth, and 59% said referrals and repeat customers are their top source of work. In ServiceTitan's 2026 Residential State of the Trades Report (1,000 contractors), 53% put keeping customers first and 31% put winning new ones first.
JanFebMarAprMayJunJulAugSepOctNovDec
Busy-season callsMember tune-ups
Illustration0%15%30% or more
Members also change what a buyer will pay.
Lightning Path Partners, an M&A advisory firm, writes that an HVAC company with a maintenance agreement book at 30% or more of revenue can expect a multiple at the high end of its range, and one below 15% at the low end. By their estimate, each 10-point rise in recurring revenue can add 0.5 to 1 times to the multiple. HVAC Know It All, citing M&A advisors, puts the value of the agreement book itself at 2 to 3 times its annual recurring revenue.
Smart Service, a field service software company, puts a typical basic residential plan at $150 to $300 a year. At 2 to 3 times annual value, each member adds roughly $300 to $900 to what your agreements are worth, before any repair or replacement work they buy.
Renewals count as much as signups. Smart Service reports that auto-renew plans renew at 80% or more, compared with 40% to 50% when customers renew by hand. We set up every signup on auto-renew with clear terms.
EmailSample
From: Your company · To: a past customer A spot in our maintenance plan, saved for youCall list · tracking sheetEvery call logged
You export past customers from ServiceTitan, Housecall Pro, Jobber or a spreadsheet. We remove duplicates, bad email addresses and current members, and build the call list.
We agree on the plan, the price and the signup offer together. If you don't have a plan yet, we help you design one: price points, what's included and auto-renew terms.
Every past customer with a good email address gets the offer by email, with a simple way to sign up and a reminder a few days later.
Follow-up calls come from your office using our script and call list, or from us. We settle that on the first call and price it in. Either way, every yes is signed into your existing plan with auto-renew set up, and every call is logged on the tracking sheet.
Week-by-week timing is a guide. We confirm the calendar with you before launch.
Every signup, entered in your maintenance plan and yours to keep
Renewals set up on the terms each member agreed to
A list of who's left to contact, so your office can keep going after day 30
The emails, the call list, the phone script and the tracking sheet, yours to reuse
HVAC and plumbing owners, and electrical companies too, who have a past-customer list and few maintenance plan members. It fits best if selling the business someday is on your mind.
Painting, drywall and remodeling companies don't have a service customers need every season, so the campaign is a poor fit for them.
Poor fit Painting Drywall Remodeling
You work with Ben Desjardins directly. He has spent 20+ years growing local businesses, has founded and exited three companies, and takes every call himself.
Our Google work for Precision Patch Pros, a drywall repair company serving Bakersfield and Southern California, brought them 26 leads and $11,030 in Google-sourced sales in March 2026. The Maintenance Plan Campaign is new, and we'll share its first results once a campaign finishes and the client approves.
Read the Precision Patch Pros case studyWho makes the follow-up calls, your office or us, is settled on the first call and priced in. There's no monthly fee, and all member revenue is yours.
No. We work from an export of your customer list, from ServiceTitan, Housecall Pro, Jobber or a spreadsheet, and sign members into the maintenance plan you already run. You don't need to buy or learn anything new.
We help you design one before the campaign starts: price points, what's included and auto-renew terms. You approve every part of it, and we suggest your attorney reviews the terms.
No. The campaign runs by email and phone only. There's no printed mail and no texting.
Follow-up calls come from your office using our script and call list, or from us. We settle that on the first call and price it in. When a customer wants to book a repair or a visit, the call goes to your office either way.
A basic residential plan typically runs $150 to $300 a year, according to Smart Service. Plans in that range often include a cooling check in spring, a heating check in fall, and perks like priority scheduling or a repair discount. A plumbing maintenance plan works the same way with a yearly inspection.
The visits, what each visit covers, the member perks, the price, how it renews and how to cancel. Clear renewal and cancel terms keep you in line with state auto-renewal laws and make renewals easier to keep.
They can be. Members smooth out the slow months, and buyers pay for them. Lightning Path Partners writes that an HVAC company with a maintenance agreement book at 30% or more of revenue can expect a multiple at the high end of its range, and HVAC Know It All, citing M&A advisors, puts the agreement book itself at 2 to 3 times its annual recurring revenue.
Yes. Inside a monthly plan, the Maintenance Plan Campaign uses 2 to 3 sprints, and we tell you how many before we start. Plans run 1, 3 or 6 sprints a month, and you pick your sprints from our sprint menu.
Fill in the form with a rough count of past customers and current members. Ben will call you back and tell you whether the campaign fits and what it would cost. Send it before noon Eastern on a business day and Ben calls you back the same day. After noon, he calls the next business day.
Ben and his team are honest, knowledgeable, and always quick to respond whenever we need assistance.
Want the background first? Read our guide to selling HVAC maintenance agreements to past customers
Also holding you back: finding good techs | after-hours calls going to voicemail
Sources: Jobber 2026 Home Service Trends Report | ServiceTitan 2026 Residential State of the Trades Report | Lightning Path Partners, "HVAC EBITDA multiples 2026" | HVAC Know It All, "How maintenance agreements change your HVAC business valuation" | Smart Service, "How much to charge for HVAC service agreements". The year-of-work chart, the email and the call list on this page are illustrations, not a client's numbers.