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#31 · RetentionCustom AI Operations

Membership & service plan sales + renewals

Sell yearly plans and renew them automatically.

After a visit the customer is offered your maintenance plan. Card on file, automatic renewal reminders and a clean record of who is a member. Recurring revenue you can count on, and members buy their next big replacement from you.

Visit done → plan offered → card on file → auto-renew
Summit HVAC · Comfort Club
6:30 PM
Summit HVAC
Text Message · SMS
Text message
How it works
  1. 1Visit completed
  2. 2Plan offered
  3. 3Card on file
  4. 4Auto-renew reminders
The problem it fixes

Missed recurring revenue.

Best for
  • HVAC
  • Plumbing
  • Pest control
  • Electrical
  • Cleaning services
Evidence

Plan members are more likely to buy their replacement from you (industry blog, BuiltOnTenth).

Vendor-reported
How we build it
PlatformAutomation Engine

Platform payments and subscriptions. Our automation engine syncs to field software.

Included in
Custom AI Operations
From $2,999 / month
Compliance
low risk

Auto-renewal laws: clear terms and easy cancellation (state rules).

Full compliance sheet

Want membership & service plan sales + renewals running for your business?

Start with a free 30-day missed-call audit. We will show you what it is worth before you spend anything.

No contract for the audit. We show you the lost calls first.

  • Simulated demo with sample data
  • One monthly price per package
  • Not legal advice