Playbooks / Electrical

Electrical playbook

Start with what the owner already pays for, then move to the build with the clearest measured gap.

Seasonality: time your pitch

Common pattern: storm-season generator and surge work, EV-charger and panel upgrades, and year-end commercial budgets.

These are general patterns, not verified. Ask the owner for 12 months of call logs and job history and use those instead.

Suggested order

  1. Set up what you already pay for (quick win)
  2. After-hours outage and hazard calls | Missed & after-hours calls
  3. EV-charger install lead qualification | Lead intake & qualification
  4. Panel upgrade quote follow-up | Quote follow-up
  5. Review requests with tech names (setup service) | Review requests
  6. Pre-storm-season generator outreach (email first) | Seasonal reactivation
Electrical 路 Missed & after-hours calls

After-hours outage and hazard calls

Night calls about outages or hazards end up in voicemail.

Electrical 路 Lead intake & qualification

EV-charger install lead qualification

EV-charger leads take several calls to qualify before anyone can quote.

Electrical 路 Quote follow-up

Panel upgrade quote follow-up

Panel upgrade quotes stall when homeowners get confused by the permit and utility steps.

Electrical 路 Review requests

Review requests with tech names (setup service)

Customers don't think to leave reviews unless someone asks.

Electrical 路 Seasonal reactivation

Pre-storm-season generator outreach (email first)

Generator inquiries tend to spike after outages, when the schedule is already full.

All trades 路 Set up what you already pay for

Set up what you already pay for: on-my-way texts, invoice reminders, and native follow-ups

The owner pays for a job-management app but has its automations switched off.

One buildable use case a week

Every week, one trades automation you can actually build: the gating, the steps, the prompt, and conservative ROI math. No fluff, no hype. Free, and you can unsubscribe in one click.