What win-back triggers work best for past home-service customers?

The strongest ones are time and equipment based: no service in eighteen months, a maintenance plan that lapsed, an estimate that went unsold ninety days ago, or equipment now past its typical service life. Those beat generic we-miss-you emails because the timing matches something real happening in the household.

Set each one as a standing rule in the CRM so it fires without anyone remembering. Pair the trigger with a reason to act now, such as a pre-season tune-up slot before Tampa's summer load or a storm-season check on generators and roofs, and cap it so no customer receives more than one win-back offer per quarter.

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