OTH Pioneer Rigging
A lifting equipment company. Its inspection reminders and customer follow-ups now go out on their own.
For fire protection, inspection and field service companies
Inspection reminders that send themselves
We set up a system that reminds your customers before an inspection is due and follows up after, so nothing depends on someone remembering. Live in about two weeks.
The problem
Spreadsheets and memory.
Inspection dates sit in a spreadsheet. Reminders go out when someone remembers to check it.
When that person is busy or on vacation, reminders go out late or not at all. Customers miss their inspection, and your team finds out too late.
How it works
Three steps, then it runs on its own.
Your due dates go into your CRM.
We move your customers and their inspection dates out of the spreadsheet and into your CRM.
Reminders go out before each date.
Each customer is reminded in steps before their inspection is due.
Follow-ups go out after.
If a customer doesn’t book, they get a follow-up, and your team gets a short list of who to call.
What’s included
Built, tested and watched for a week.
The build
We build it inside your CRM, on your accounts. You own it.
Testing
Your team tests it on real records before it goes live.
Team training
We show your team how it works and what it will ask them to do.
A supervised first week
We watch it closely for the first week and fix anything that shows up.
Fixed price From $1,750
One fixed price, agreed before we build. No hourly billing.
Works with your CRM, or we set one up.
We work in the CRM you already use, like HubSpot. If your dates live only in a spreadsheet, we set up a CRM first.
Fair questions.
Do we need a CRM?
No. It works with the CRM you already use, like HubSpot. If you don’t have one, we set one up.
How long does it take?
About two weeks from the start of the work.
Who owns it?
You do. Everything is built in your own accounts and documented, so another consultant or your own team can pick it up.
Is our customer data safe?
We only ask for the access the system needs. Before we start, we tell you which tools will handle your customers’ information, where the system will run and who controls the accounts. That way your privacy policy stays accurate.
What happens after it goes live?
We watch it closely for the first week and fix anything that shows up. After that, if you want, we can keep helping each month.
Tell us how you track inspection dates today.
Book a free 15-minute call. You’ll leave knowing what you need, about what it costs and how long it takes.