On Day 6, I focused on closing all open loops and maximizing customer lifetime value by building Workflow 5 (No-Show/Unbooked Lead Recovery) and Workflow 6 (Review & Seasonal Reactivation). Workflow 5 automatically steps in the moment an appointment goes cold, firing out rebooking nudges to any lead tagged no-show or stalled in nurture before cleanly archiving them in the Lost / Not Qualified stage. To turn completed HVAC jobs into recurring business, Workflow 6 moves finished bookings to Won, triggers a personalized review request, and implements a crucial 6-month wait delay that automatically dispatches seasonal HVAC maintenance reminders. The moment a past customer clicks to book, the system programmatically spawns a brand-new opportunity card back in our pipeline. This state-machine reactivation turns what is usually a one-time service call into a compounding, hands-off recurring revenue engine for Ferrow Air & Heat.

No-Show Recovery Workflow

Review & Reactivation Workflow