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Southern Home Services

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  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before (Prospect)

1. My Target Market

Primary Target Market Summary

  • Southern Home Services primarily targets responsible homeowners aged 35-65, likely with children, seeking reliable, transparent, expert home care services across HVAC, plumbing, and electrical domains.

Audience Type

  • B2C
  • Single-family homeowners

Needs – Primary Buying Considerations

  • Dependable, comprehensive home care service
  • Transparency in operations and pricing
  • Access to skilled professionals across multiple trades

Demographics

  • Age Range: 35-65
  • Gender: Balanced, slightly more female decision-makers in dual-income households
  • Geography: Southern, Southeastern, or Mid-Atlantic U.S.
  • Income Level: Middle to Upper-Middle Class
  • Profession: Various

Psychographics

  • Lifestyle: Owners of 3-4 bedroom suburban or semi-rural homes
  • What they value: Reliable service, transparent pricing, one-stop home care solution
  • Pain Points: Inefficiency of dealing with multiple vendors, surprise upsells, finding reliable service
  • Buying Behavior: Responds to advertising, SEO, paid media, referrals, and community engagement
  • Decision-Making Roles:
  • Primary Decision Maker: Balanced, slightly more female
  • Secondary Decision Influencers: Partner or Spouse

2. My Message to My Target Audience

Refined Elevator Pitch

  • Southern Home Services caters to the Responsible Homeowner by providing peace of mind through reliable, transparent, and expert home care, 24/7. We unite HVAC, plumbing, and electrical services under one trusted name, so you can return to a comfortable, safe home with a single phone call.

Understanding Their Pain Points

  • Navigating multiple service providers for home care needs
  • Dealing with unreliable or non-transparent vendors
  • Disrupted comfort and safety due to home care issues

Transformation

  • A single phone call solves every home care issue
  • Restored peace of mind knowing your home is in expert hands
  • Enhanced comfort and safety secured by proactive maintenance

Unique Selling Proposition (USP)

  • Comprehensive 24/7 home care covering HVAC, plumbing, and electrical needs
  • Seasoned, background-checked technicians taking care of all systems
  • Seamless client experience without surprise costs and upsells

Brand Values & One-Liners

  • "One call for all home care needs."
  • "Reliability and transparency—guaranteed."
  • "Your comfort, our commitment."
  • "Expert home care, 24/7."

Tone

  • Our tone is empathetic, straightforward, and confident. We want our customers to feel relieved, empowered, and secure when they engage with us.

Hero Text Idea

  • Flag Text: "Expert Home Care for the Southern Homeowner"
  • Main Headline: "Complete Peace of Mind with One Call"
  • Sub Headline: "Expert, reliable, and transparent home care for your HVAC, plumbing, and electrical needs—around the clock."
  • CTA: "Call Us Now for Immediate Assistance"

3. The Media I Will Use to Reach my Target Market

Website

  • Since the business lacks a website, build it on WordPress due to its versatility and cost effectiveness.
  • Position the business as a reliable, all-in-one home service solution. Emphasize the clarity in pricing and highly skilled technicians.
  • Track conversions such as form submissions, calls, and online chat interactions.
  • Focus on both mobile and desktop versions

Social Media

  • Prioritize Facebook and Instagram as the main platforms, as they are popular among the target age group and facilitate community building.
  • Post daily updates showcasing service highlights, testimonials, behind-the-scenes videos, and DIY home maintenance tips.

Paid Advertising

  • Use Google and Facebook ads centered around the unique selling proposition.
  • Implement local service ads on Google and geo-targeted ads on Facebook.
  • Run campaigns focused on lead generation and brand awareness.

Partnerships & Outreach

  • Partner with local real estate agencies, home inspectors, and construction companies.
  • Offer referral programs to customers to spread word-of-mouth.

SEO and Content

  • Implement a blog strategy focused on home maintenance tips, DIY projects, and the benefits of all-in-one services.
  • Optimize the website for local SEO.

Offline and Local Media

  • Conduct workshops/seminars on home care in local communities.
  • Print advertisement in local newspapers.
  • Participate in local home improvement expos.

Directories

  • Register on Google My Business, Yelp, Angie’s List, and HomeAdvisor.

Online Events

  • Host webinars on home maintenance.

Cold Outreach

  • Use Email and Social Media to reach out to new homeowners in the service area.
During (Lead)

1. My Lead Capture System

Lead Magnet

  • 'Home Care 101' Guide: An eBook covering basic home care and DIY troubleshooting tips for HVAC, plumbing, and electrical systems.
  • 'Home Care Calculator': Helps visitors understand potential costs of neglecting regular home maintenance.
  • 'Seasonal Care Checklist': Provides seasonal home maintenance tips and tasks.

Tripwire Offer

  • 'Home Care Health Check': An affordable basic home care service covering inspection and recommendations across HVAC, plumbing, and electrical systems.
  • 'First Call Discount': Offer a percentage off first service.

Welcome Sequence

  • Send an email introducing Southern Home Services, emphasize the benefits of a one-call-does-it-all service.
  • Recommend setting up their 'Home Care Health Check', highlight first call discount
  • Share the lead magnets after booking any service.

Segmentation

  • Segment leads based on preferred service (HVAC, plumbing, electrical) identified during the initial contact.
  • Further segment by customer home age or size, this will identify potential maintenance requirements.

Chatbot and Automation

  • Implement a chatbot to answer basic inquiries, book appointments, and collect contact information.
  • Setup automated email follow-ups after service booking and job completion, helping push customer loyalty initiatives like the Home Comfort Club.

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Custom CRM
  • Automation capabilities: Unknown
  • Recommended improvements: Explore platforms like ActiveCampaign or HubSpot for comprehensive, outbound automations.

Sales CRM

  • Current platform: Same as Marketing CRM
  • Pipeline tracking or handoff process: Customer service handles lead conversion and dispatch
  • Recommended improvements: Streamline handoff process with automation, appointment scheduling integrations.

Automated Follow-Ups

  • Post opt-in: Welcome series emphasizing the comprehensive coverage, reliability, transparency
  • Post service: Customer satisfaction survey, referral rewards invitation
  • After Home Comfort Club membership sign-up: Periodic home maintenance reminders, seasonal specials

Newsletter

  • Frequency: Monthly
  • Topics or content pillars: Home maintenance tips, customer stories, team highlights
  • Segmentation: Service type (HVAC, plumbing, electrical), Property size or age

Retargeting & Ads

  • Platforms and goals: Google Display Network and Facebook for remarketing based on website interaction, Conversions (calls or online bookings)

Social Media and Content

  • Posting frequency: Daily
  • Content type or campaign focus: Behind-the-scenes posts, DIY home maintenance tips, special offers, customer success stories

Webinars and Events

  • Suggested cadence or purpose: Quarterly webinars on seasonal home maintenance topics; bi-annual participation in local home improvement expos

Other Nurture Channels

  • Chatbot: Available 24/7 on the website for instant customer inquiries and bookings
  • SMS: Reminders for upcoming service, follow ups post-service to invite for feedback or reviews

3. Sales Conversion Strategy

Sales Process

  • Streamline booking via automated online scheduling tools.
  • Train customer service team to reassure, empathize, and listen in order to build trust.
  • Assign the most efficient technicians matching with service request types.
  • Utilize a mobile CRM system for technicians to check schedules, access client history, and issue invoices.
  • Focus on educating customers about service options over upselling.
  • Ensure transparent order finalizing with clear payment processing.

Sales Assets

  • Develop standard sales scripts that clearly communicate value proposition.
  • Create a sales training manual for consistent procedures and responses.
  • Produce a digital tour of the service process to alleviate customer anxieties.

Testimonials and Case Studies

  • Set up automatic email surveys post-service completion to gather reviews and feedback.
  • Build a 'Wall of Happiness' on the website featuring positive reviews and testimonials.
  • Include select testimonials in proposals and on key pages of the website.

Conversion Rate Insights

  • Utilize the CRM to track lead progression and conversion rates.
  • Regularly review and adjust conversion tactics based on the data gathered.

Urgency and Offers

  • Design time-limited offers or discounts during off-peak seasons to maintain steady sales.
  • Craft scarce early-bird offers for new services or areas launched.

Guarantees and Risk Reversal

  • Implement a 'No Surprise, No Over-time Fee' guarantee to instill trust and address major customer pain points.

Shock and Awe

  • Send personalized thank-you notes or small gifts after significant jobs.
  • Offer free home care consultations to high-value clients.
After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Warm welcome call upon first service booking
  • Welcome email outlining service details and next steps
  • New customer welcome kit containing brand merchandise

Communication Cadence

  • Bi-weekly email updates on seasonal home care tips
  • SMS notifications before and after service appointments
  • Quarterly home care performance and savings reports

Client Education

  • Monthly webinars on home maintenance best practices
  • Regular email series about efficient usage of HVAC, plumbing, and electrical systems
  • Access to a comprehensive Home Care Knowledge Base

Personalized Touches

  • Birthday postcards and special discounts
  • Handwritten thank you note after first service
  • Celebratory gifts for service anniversary milestones

Visuals and Documentation

  • Clear, detailed service reports emailed after each appointment
  • Progress photos of services performed when applicable

Feedback and Proactive Support

  • Customer satisfaction follow-up call after each service
  • Annual customer feedback survey with incentives for participation

Guarantee or Promise

  • No-surprise pricing guarantee
  • Service reliability promise: 'right expert, right time, every time'
  • Money-back satisfaction guarantee

Operational Excellence

  • Strict scheduling and punctuality standards
  • Cleanliness and minimal disruption during service
  • Uniformed, ID-bearing technicians for trust and security
  • Clear communication standards: proactive updates, jargon-free explanations

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Introduce annual maintenance contracts for HVAC, plumbing, and electrical systems
  • Offer discount on renewal of contracts and services before expiry

Upsells & Cross-Sells

  • Promote preventative maintenance packages as an upsell during service calls
  • Cross-sell relevant services based on the initial call (e.g., HVAC call can be used to cross-sell annual plumbing and electrical packages)

Bundling & Packaging

  • Create bundle packages that combine HVAC, plumbing, and electrical services at a discounted rate
  • Offer premium upgrade packages with priority service and emergency support

Loyalty & Retention Programs

  • Develop a loyalty program with points earned for each service call that can be redeemed on future service or maintenance
  • Offer discounts or additional service offerings for long-term customers

Custom Services and Personalization

  • Provide custom home care packages based on house size and specific customer needs
  • Personalize communication for existing customers to recommend relevant services or upselling based on past services.

Pricing Strategy

  • Introduce loyalty and long-term service contract discounts
  • Offer value-based pricing for high-quality, comprehensive service bundles

Customer Data and Insights

  • Track customer service history to understand and anticipate needs
  • Collect feedback post-service to identify areas of improvement for customer retention

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Cash back or discounts for existing customers making successful referrals.
  • Exclusive offers for new customers referred to Southern Home Services.

Shareable Assets

  • Social media posts highlighting customer success stories, tagged with a unique referral hashtag.
  • Customized email templates for customers to share with their network.

Timing and Triggers

  • Request referrals immediately following a successful service call, while customer satisfaction is high.
  • Automate a follow-up email with referral links and incentives 1 week after service.

Client Success Stories

  • Collect customer testimonials post-service and share these via email and social media.
  • Incorporate customer experiences into advertising material to demonstrate the value of referrals.

Referral Contests

  • Run quarterly contests rewarding the customer who refers the most new clients each period with high-value prizes or service discounts.

Partner or Affiliate Programs

  • Establish partnerships with local businesses or influencers, providing them with unique referral codes.

Thank-You Experience

  • Send top referrers a premium gift as a token of appreciation.
  • Feature top referrers in a monthly newsletter, expressing gratitude and fostering a sense of community.

Take Your Marketing Plan to the Next Level

Now that you have your 1PMP, you've unlocked a FREE Marketing Clarity Call with my team.