#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
Xperience Studios· workflow live
Automation activity appears here
How it works
- 1Visit completed
- 2Plan offered
- 3Card on file
- 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 riskAuto-renewal laws: clear terms and easy cancellation (state rules).
Full compliance sheetAlso in Retention & repeat revenue
Services that pair well with this one.
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