RebootQuote

Delgado Plumbing & Drain

A worked example of a reactivation cycle, end to end. Everything here is sample data — no real customers, no email is sent, and no payment is taken. The list is deliberately tiny (28 records) so every customer and every reply fits on screen; a real export of several thousand contacts would show a much lower reply rate.

Contacted

25

Consented, non-suppressed

Replies

20

Shown in full for this sample list

Jobs booked

8

Marked booked in this demo

Recovered revenue

$14,770

Sample job values

Import your customer export

Export from the CRM you already use and drop the file here. We never connect to your system — a CSV is enough. Required columns:

nameemaillast_service_dateservice_typelast_job_valuenotesconsent_status

name, email, last_service_date and service_type are required. The rest improve the segmenting. Unsold estimates belong in the same file — put the quote in service_type and the amount in notes.

Import result

Using the built-in sample list of 28 exported rows from Delgado Plumbing & Drain, of which 28 were usable customer records.

  • Lost estimate
    4
  • Water-heater lifecycle
    6
  • Drain / sewer follow-up
    4
  • General dormant customer
    8
  • Recent customer / review + referral
    3
  • Do not contact
    3

Sample data. Every name, reply, and dollar figure on this screen is fictional demo content used to show how the system works. Results are not guaranteed.