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Marketing

Referral & Neighbor Marketing

Your best marketing — happy customers and visible trucks in the neighborhood — never gets asked for or followed up.

You get

Referral-ask drafts for happy customers and same-street outreach drafts tied to jobs you just finished.

Who it's for
Trades where the work is visible from the street and neighbors talk.
When to use it
Right after a job a customer loved, especially in dense neighborhoods.
What it needs
  • The finished job and how it went
  • The neighborhood context
  • Your Business Profile
What it produces
A referral ask for the customer and a neighbor-offer draft (door note or mailer text).
Files you receive
Three formats, so it works with whatever you already use:
  • Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
  • ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
  • Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
Time to first result
Turns one good job into warm doors nearby

The owner says

"Just finished the Walkers' driveway and walkway on Birchwood Ct — it looks brand new and they're thrilled."

It hands back

A referral text for the Walkers with a simple share message they can forward, plus a friendly door-note draft for Birchwood Ct mentioning 'we just did your neighbor's driveway' with a small same-street offer.

Illustrative example — not a customer result.

How it works

  1. 1Tell it about the finished job
  2. 2It drafts the customer referral ask
  3. 3It drafts the neighbor outreach tied to visible work
  4. 4You print, send, or drop as you choose

Catches what is slipping

The street that just watched you do great work and never heard from you.

Manual

You show it

this month's completed jobs by neighborhood

What gets flagged

  • Delighted customer signals → referral ask drafted
  • Multiple jobs on one street → route-day offer suggested

Drafts only. You decide whose door gets a note.

What you need to run it

You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)

In development — not yet included in any plan

Works well with

Marketing10 to 15 min per request

Customer Review Request Generator

Happy customers would leave a review if asked, but nobody asks, so reviews are left on the table.

You get

A friendly review request message customers actually respond to, with your review link built in.

  • Claude
  • ChatGPT
  • Universal

Example: A car wash asking for a Google review after a full detail

See how it works
Marketing1 to 2 hours per planning session

Local Social Content Planner

Marketing never happens, you know you should post, and you never do.

You get

A simple content calendar plus ready to post captions for the weeks ahead.

  • Claude
  • ChatGPT
  • Universal

Example: A pool service planning posts around opening season

See how it works