Seasonal Maintenance Campaign Planner
Turn your install base into a paced spring/fall maintenance campaign - build the eligible list, set capacity targets, draft outreach, get manager approval, send via email, and track bookings against goal.
A single screen where you build a season's eligible customer list, pace outreach to your real capacity, approve the batch, send the emails, and watch bookings climb toward target - with consent, audit trail, and dedupe built in.
Before you start
- A list of your install base / past customers (CSV or Google Sheet) with last service date
- Your seasonal capacity (how many tune-ups your techs can do per week)
- Free Vercel, Supabase, and Resend accounts
The problem this kills
Every spring and fall the same scramble starts. Someone exports the customer list, eyeballs who's "due," copies emails into a marketing tool, blasts everyone at once - and then the phones melt down because you just sold three weeks of AC tune-ups you have no techs to do. Meanwhile last year's good customers get missed, opt-outs get emailed again, and nobody can tell you how many bookings the campaign actually produced.
The campaign lives in one person's head and a half-dozen spreadsheets. There's no record of who was targeted, no cap on how many you invite per week, and no clean answer to "did it work?"
What you'll build
A small web app, just for your team, that runs a seasonal maintenance campaign end to end. You import your install base, the tool flags who's eligible this season (due for service, not opted out, not already booked), and you set a weekly capacity target so outreach is paced - never oversold. You draft the outreach copy, your manager reviews and approves the exact batch, and only then do the emails go out through Resend. As replies and bookings come in, a live tracker shows bookings versus target and your conversion rate. Export the whole campaign tracker to CSV any time.
What's inside the Implementation Plan
- It starts by interviewing you about your business. Before writing a line of code, the plan has the AI agent ask about your trades and seasons, how you decide who's "due," your real weekly capacity, your data's field names, and your messiest edge cases. It reads back a short tailored spec for your thumbs-up - so you get a tool shaped around your shop, not a generic template.
- A step-by-step build, each step ending in a ready-to-paste prompt.
- A data model tuned to your install base, your service intervals, and your campaign seasons.
- A paced outreach engine that respects your weekly capacity so you never oversell.
- A manager approval gate before any campaign email leaves the building.
- A bookings tracker with conversion rate and target progress.
- A no-API fallback: start from a Google Sheet or CSV today, export a clean campaign tracker CSV.
The governance it includes (this is the point)
- Login so only your team can open the tool.
- Row-level security so you only ever see your own company's customers and campaigns.
- A full audit trail - who built the list, who approved the batch, when each email sent.
- A hard human approval gate - the AI drafts the target list and outreach; a manager reviews and approves before a single email sends.
- Duplicate guards so the same customer can't be enrolled in the same campaign twice, and consent / opt-out is always respected.
Who it's for
Service managers, marketing-minded owners, and schedulers at HVAC, plumbing, electrical, or any recurring-maintenance trade who want a repeatable, paced, accountable seasonal campaign instead of a yearly fire drill.
You've got this - paste the first prompt and let the agent interview you.