Automatically contacts one-time customers at Day 3, Day 21, and Day 80 after their first cleaning with a targeted pitch to convert them to a recurring plan. Runs daily via occ-ot-followup worker.

Identifies dormant customers near this week’s route and sends a personalized “we’ll be on your street” reactivation email. 90-day throttle prevents duplicate sends. Backend: occ-command-center → nt_lapsed_send.

Sends a Google review request 24 hours after service is completed. One request per customer per service date — never duplicates. Worker: occ-ot-followup (daily 9 AM ET).

After a customer’s 3rd completed service, automatically sends their unique referral code and explains the referral program. Worker: occ-referral-pitch (daily 10 AM ET).

When a new Google review is detected, drafts a personalized response for Howard to approve and post. Keeps OCC’s review engagement high without manual monitoring. Requires Google Business Profile API connection.

Emails (and/or SMS) seasonal customers a heads-up before their service restarts in spring. Fires once per customer, 30 days before their season resume date. Channel: email.

Plan, cost, and track Every Door Direct Mail (EDDM) campaigns for new neighborhood acquisition. Enter a target ZIP, household count, and number of mail touches to calculate cost and print-ready specs. Uses LOB for printing and delivery.

Live stats from Brevo for the last 30 days. Hard bounces are permanently blocked — those addresses never receive another email. Soft bounces retry automatically.

Which routes have room to grow — densify the ones with the most headroom first (your “light route conquest”). Source: intel_growth_preview.

Quarterly customers with a cleaning coming up — the window to upsell an extra can or confirm before the truck rolls. Source: growth_upcoming_quarterly.

One-time customers cleaned at least the number of days you pick (up to ~90 days), who aren’t on a recurring route — freshest first, so you call the about-due ones before the overdue ones: “your next clean is about due, want us on a regular schedule?” Default 26+ days. Source: growth_route_join.

— dormant / cancelled customers are ready for a win-back. Launch from the Win-Back composer (dormant + re-engagement segments, kill-switch protected).

When the truck is in an area, message dormant customers nearby to fill that day’s route. The live send tool is in the Seasonal tab (90-day throttle, kill-switch protected).

Your biggest growth lever is density, not expansion: pack the premium neighborhoods you already serve (Liberty Twp, West Chester, Mason) and fill thin routes with targeted EDDM / door hangers — “light route conquest.” Goal: full-court press to 5,000 customers. The EDDM cost/print planner (OCC_Growth_Engine.html) gets surfaced here next.

Active customers who have received their referral code after their 3rd cleaning. Sent by occ-referral-pitch (daily 10 AM ET). Each agent gets a unique link tracked back to their account.

Texts quarterly customers whose next cleaning is 4+ weeks out, offering to move it up a month. Sends via Telnyx from +1-513-866-8936. Select a route below — the day auto-fills. SMS goes out one week before the route day.

When a customer responds YES, find them below and click “Add to Route” to schedule them.