Summit Home Services
Sample Data — Demonstration Only · Every system is configured around your actual workflow
Sample Data — Demonstration Only

Customer Reactivation Center

Plan respectful, permission-based outreach to past customers and open opportunities. Every campaign stays in draft until approved.

Past Customers — 12+ Months

Completed job over 12 months ago; permission recorded for at least one channel.

Contacts46
Consent38 recorded · 6 unknown · 2 opted out
Last campaignMar 11
Suggested campaignReconnect With Past Customers
Estimated opportunity$40k–$70k

Old Estimates — No Decision

Estimate sent 30+ days ago, no accept/decline recorded.

Contacts14
Consent11 recorded · 3 unknown
Last campaignNever contacted
Suggested campaignOld Estimate Follow-Up
Estimated opportunity$85k–$120k

Lost Leads — Follow-Up Eligible

Lead created 30+ days ago with no logged contact.

Contacts9
Consent7 recorded · 2 unknown
Last campaignNever contacted
Suggested campaignOld Estimate Follow-Up
Estimated opportunity$25k–$45k

Customers Due for Maintenance

Accessibility installs 10+ months old — safety check-in window.

Contacts17
Consent15 recorded · 2 transactional only
Last campaignJan 20
Suggested campaignSeasonal Accessibility Upgrade Check-In
Estimated opportunity$12k–$20k

Recent Customers — Review Request Eligible

Job completed in last 30 days; review not yet requested.

Contacts8
Consent8 review-request eligible
Last campaignJun 2
Suggested campaignReview and Referral Request
Estimated opportunity

Campaign Drafts

All campaigns remain drafts in this demo — nothing is sent.

NameAudienceGoalChannelStatusCreated
Reconnect With Past CustomersPast Customers — 12+ MonthsReconnect with past customersEmailPending ApprovalJun 27
Campaigns should only be sent to contacts with documented permission for the selected communication channel. STOP requests and contact preferences must always be honored.