Seasonal & Maintenance Recall
Past customers who should book every season never hear from you, and the calendar fills with strangers instead of regulars.
You get
A recall list from your job history plus personal drafted outreach for each past customer whose season is coming up.
- Who it's for
- Any trade with repeat seasonal work: gutters, HVAC tune-ups, openings/closings, aeration.
- When to use it
- Four to six weeks before each of your seasonal pushes.
- What it needs
- Last season's customer/job list (any format)
- Which service the season calls for
- Your Business Profile
- What it produces
- A prioritized recall list and a personal message draft per customer.
- 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
- A season's recall list in one sitting
The owner says
"Here are last fall's 62 gutter cleaning customers. It's September."
It hands back
62 customers grouped by neighborhood with drafted 'time to get you on the fall schedule' notes referencing last year's visit.
Illustrative example — not a customer result.
How it works
- 1Paste last season's customer list
- 2It builds the recall list and groups it sensibly
- 3Each customer gets a personal draft referencing their history
- 4You send in batches as capacity opens
Catches what is slipping
The regulars who quietly didn't rebook this year.
You show it
last season's job list
What gets flagged
- Past customer + matching season + no current booking → recall draft
- Two seasons missed → win-back framing instead of routine recall
Drafts only. Nothing is sent automatically.
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.)
Works well with
Lost Lead Reengagement Assistant
Dead pipeline never gets revived, old leads and quotes just sit there.
You get
A reengagement message that gives an old lead a real reason to come back.
- Claude
- ChatGPT
- Universal
Example: A marine shop reaching out to last season's unbooked estimates
See how it worksCustomer 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