Why This Playbook Matters?
Winning a new customer is 5X more expensive than keeping an existing one. Yet, many electricians focus only on getting new leads, while ignoring the goldmine of repeat business and referrals.
Every happy customer should bring in two more.
Every completed job should lead to future work.
Every satisfied client should be your best salesperson.
If you’re tired of chasing new leads while ignoring past customers who are eager to book again, this playbook is for you. Retention = long-term revenue, and this guide will show you how to create a system where repeat business and referrals flow in automatically.
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TABLE OF CONTENTS
What You'll Learn?
How to automate customer follow-ups to increase rebooking.
How to turn every finished job into a review & referral opportunity.
How to set up subscription-based maintenance plans for steady cash flow.
How to use AI to manage customer satisfaction & prevent negative reviews.
Step 1: Automate Follow-Ups & Rebooking
Why It Matters?
Most electricians lose money because they don’t follow up. You do great work, the client is happy… then you never reach out again.
A year later, when they need work done, they hire someone else—just because another company showed up first.
Fact: 65% of customers forget who they hired after six months.
Automated follow-ups = repeat jobs without effort.
1.1 Post-Service Follow-Up Messages
Send an automated thank-you SMS or email after every job.
Ask if everything is working well & remind them about future maintenance.
Include a special offer for their next service to encourage rebooking.
How to Automate Customer Follow-Ups
Example Message:
"Hey Mike, thanks for trusting [Your Business Name] for your electrical work! Everything running smoothly? Book a panel checkup in 6 months & get $50 off!"
"Hey Mike, thanks for trusting [Your Business Name] for your electrical work! Everything running smoothly? Book a panel checkup in 6 months & get $50 off!"
1.2 Automated Check-In Reminders
Set up 6-month and 12-month service reminders for key electrical services (e.g., panel inspections, safety checks).
Offer customers a quick way to book their next appointment online.
How to Set Up Maintenance Reminders
Example Message:
"Mike, it’s been 6 months since your last wiring inspection. Need us to stop by? Reply YES, and we’ll take care of it!"
Step 2: Get More 5-Star Reviews Automatically
Why It Matters?
More reviews = more calls = more jobs.
Fact: Businesses with 50+ positive reviews rank higher in Google searches & convert 270% more leads than those with fewer reviews.
If you’re not consistently getting new reviews, you’re losing jobs to competitors.
2.1 Automate Review Requests
Trigger SMS & email review requests right after job completion.
Personalize the request with the customer’s name and job details.
Direct them to Google, Facebook, and Yelp to maximize visibility.
How to Send Automated Review Requests
Example Message:
"Mike, thanks for trusting us! If we did a great job, could you leave us a quick review? It helps us a ton! Click here: [Google Review Link]"
2.2 Handle Negative Reviews Proactively
AI filters & flags negative reviews before they go public.
Customers with issues get an instant response & a follow-up call instead.
Turn unhappy customers into loyal clients by resolving problems quickly.
Step 3: Create a Referral Machine
Why It Matters?
Referral customers convert 5x faster and spend 16% more than cold leads.
The easiest way to grow is by turning happy customers into your best sales reps.
3.1 Set Up a Referral Program
Reward customers who refer friends & family with discounts or service credits.
Offer an incentive to both the referrer & the new customer (e.g., $50 off their next job).
How to Set Up an Automated Referral Program
Example Message:
"Love working with us? Refer a friend & you BOTH get $50 off your next job! Just send them this link: [Referral Link]"
3.2 Automate Referral Follow-Ups
After a successful job, send a message:
"Know someone who needs an electrician? Refer them & get $50 off your next job!"
HighLevel tracks referral leads & applies rewards automatically.
Example Message:
"Mike, do you know someone who needs an electrician? Send them our way & we’ll give you BOTH $50 off!"
Step 4: Lock in Recurring Revenue with Maintenance Plans
Why It Matters?
Electricians who offer subscription-based maintenance plans generate 30% more repeat business and have higher customer retention rates.
4.1 Offer Service Plans for Recurring Work
Create monthly or annual plans for safety inspections, surge protection checks, and breaker panel maintenance.
Automate invoicing & renewal reminders so customers stay enrolled.
How to Set Up Subscription-Based Services
Example Message:
"Join our VIP Maintenance Plan: One annual inspection + priority service = $99/year. Save $$ & keep your home safe!"
4.2 Upsell Preventative Maintenance During Jobs
Train your team to suggest maintenance plans when completing a job.
Offer a small discount for signing up on the spot.
How to Sell & Automate Maintenance Plans
Example Message:
"Mike, we just finished your wiring fix. Want to lock in an annual checkup? Sign up today & get $25 off!"
Step 5: Use AI & Smart Lists to Boost Customer Engagement
Why It Matters?
Your past customers are 10x more likely to book another job than a cold lead. HighLevel automates personalized outreach based on customer history.
5.1 Smart Lists for Re-Engagement
Create lists of past customers by job type, location, or spending.
Send seasonal promotions, upgrade offers, and rebooking reminders.
How to Use Smart Lists for Customer Retention
5.2 AI-Powered Follow-Ups & Surveys
Use AI to check in with past customers via SMS:
"Hey [First Name], it’s been 6 months since your last visit. Need any electrical work done? Reply YES to book!"
Send satisfaction surveys to gather customer feedback & prevent churn
Final Thoughts: Retention = Profit
By automating follow-ups, increasing reviews, encouraging referrals, and offering maintenance plans, you create a system where every satisfied customer leads to more jobs & revenue—without extra effort.
HighLevel makes this effortless—so you can focus on your craft while your business grows on autopilot.
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