Marketing to the homes where you know the panel's size and the generator's install date.
Electrical purchases follow life events: a new car, a new heat pump, an induction range, a home purchase, a storm. Your customer record shows what you installed and what the panel has left. Messages built on that read as advice from the electrician who did the work, which is what they are.
The record says what each home can take next, and the calendar says when to ask
A plumber writes about the water heater's age. An electrician writes about capacity. The panel upgrade customer from two years ago has room for a charger now. The EV charger customer has a surge protector and a generator ahead of them. The generator customer is due for maintenance on the anniversary, and the transfer switch customer may want the standby unit after the next long outage. Each message is specific because the record is specific, and a specific message from a known electrician gets read.
Timing follows the storm season and the shopping season. Generator readiness goes out before hurricane, ice or wind season in your region, never after the power is already out. The EV and capacity note goes out when people are shopping for cars and heat pumps. Holiday lighting circuits and outdoor GFCI checks go out in early fall. The smoke and carbon monoxide alarm reminder goes out when the clocks change, in states that change them. After a storm, a surge protection note goes to everyone whose lights flickered for a week.
Permission is the starting point. The quote form, the invoice and the maintenance agreement each carry a box for texting and email, and the answer is kept with a date. A maintenance reminder for a visit the customer bought is a different kind of message from a promotion, and both still need a number used with permission.
What the electrician's list has to do
Permission, then the segment, then the season, then the words.
Segment by what you installed and what the panel can take
Panel size, charger installed, generator and its install date, surge protection, smoke alarm age, builder and property manager accounts: all on the record, so the lists are filters and the generator owner never gets the EV note.
Send before the storm, not after
The generator readiness note before your region's season, with what to check on an existing unit and how a transfer switch works for a portable, written in advance and sent on the date you set. After the storm, the surge protection and maintenance note.
Mark the generator anniversary
The maintenance visit on the manufacturer's interval, with a booking link, the member price if you offer one and a plain note about what the visit covers. It is the message that keeps a standby generator starting when it matters.
Write the EV and capacity note
A short message to past customers about what to check before adding a charger, a heat pump or an induction range, with an offer to review a panel photo. It arrives while they are shopping, from someone who has seen their panel.
Send builders and property managers a different letter
Lead times on gear, a change in the code edition your jurisdictions enforce, lighting retrofit options, maintenance accounts and the certificate of insurance renewal, written as account management for people who buy on schedules.
Ask for the review while the charger is still new
The day the inspection passes, the customer gets the review link with the electrician's name on it. The thank-you for referrals comes later, because EV owners talk to each other and generator owners talk after every outage.
How we build it for an electrical contractor
The CRM is the list and the sending runs from accounts in your name, so nobody can hold your customers when you leave.
Segments from the job records
Every job already carries what was installed, the panel notes, the consent and the account type, so a list of panel upgrade customers without a charger is a filter rather than a project.
A year of messages by season and region
A season's worth of notes drafted after an interview with you: the storm readiness note, the EV and capacity note, the fall circuits note, the alarm reminder, the generator anniversary, timed to your region's storm season and editable any time.
A post-storm template ready to send
Drafted ahead of time with the date and the neighborhoods left blank, approved once, and out the door within minutes of the lights coming back on: surge protection, generator maintenance and an honest word about current wait times.
Numbers registered, permission dated
Your numbers get registered with the carriers before anything goes out; STOP is handled automatically, and every contact shows the date they agreed. Our guide to the texting rules spells out what to collect.
What came back
Per message: maintenance visits booked, panel reviews requested, quotes opened, reviews posted and people who left the list, so the storm note and the EV note each show what they produced.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Email & SMS Marketing for electrical, answered.
Will this annoy our customers?
Not if every message is about something in their house. Seasonal notes plus the triggered ones add up to well under one a month per household, and the unsubscribe count on the report tells you if you have overdone it.
Can we text customers about generator maintenance?
If they gave written consent to be texted and the message is about the maintenance they bought, yes, with an opt-out. A promotion is a different message and needs marketing consent. Keep the two apart and record both.
What do we send after an EV charger install?
A thank-you with the charger's warranty registration, a note on the breaker and the app, the review request, and months later a surge protection note. Nothing about a generator until a storm gives you a reason.
Will the builder newsletter get us more contractor work?
It keeps your current builders informed and in the habit of calling you for the planned work, not only the emergencies. Winning new builders depends on your crews and your prices; the letter just keeps the door open.
Do we need a separate email tool?
No. The CRM already holds the segments, the templates, the consent records and the sending, which means your customer list never gets exported to a newsletter service that keeps a copy.
Email & SMS Marketing for electrical. Owned by you.
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