OTH Pioneer Rigging
A lifting equipment company. Its inspection reminders and customer follow-ups now go out on their own.
The client
OTH Pioneer Rigging sells remote quick-release lifting hooks. Crews use them on steel, wood, precast and marine jobs across Canada and the US. Every hook needs an inspection once a year.
The problem
Inspection due dates lived in a shared spreadsheet. Reminders went out when someone remembered to check it. Past customers and open quotes had no regular follow-up, so repeat orders depended on who had time that week.
Goals
- Remind every customer before their inspection is due.
- Give the team a short list of who to call each day.
- Keep past customers and open quotes from going quiet.
What we did
Inspection reminders
Every customer hears from OTH before their inspection is due, in English or French. Anyone who hasn’t booked shows up on the team’s call list.
- An inspection date is coming up
- A reminder goes out, in English or French
- Booked: all set
- Not booked: added to the call list
Overdue inspections
Customers whose date had already passed get their own short series of emails, then a call.
- The inspection date has passed
- A short series of emails
- Then a call from the team
Customer follow-ups
Past customers and open quotes come back to the team’s call list in turn, so no account is forgotten.
- Past customers and open quotes
- Each one comes up in turn
- It lands on the team’s call list
After the call, it goes back in line.
How it is built
Everything runs inside the HubSpot account OTH already had, connected with n8n in OTH’s own account. OTH owns all of it.
The result
- Reminders go out on their own. Nobody has to check a spreadsheet.
- Every customer with an inspection date is covered, in English or French.
- Each day starts with one short call list, so the team knows who to call.
- No past customer or open quote is left without a next step.