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Southern Home Services

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Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

What to do next:

  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' ideal customer is a responsible homeowner, aged between 35-65 years, owning a sizable single-family home in southern, southeastern or mid Atlantic US.

Audience Type

  • B2C
  • Single-family homeowners

Needs – Primary Buying Considerations

  • Reliable and expert home services
  • Transparent pricing with no hidden fees
  • Comprehensive service coverage (HVAC, plumbing, electrical)
  • Round-the-clock service availability

Demographics

  • Age Range: 35-65
  • Gender: Balanced mix; slightly more female decision-makers in dual-income households
  • Geography: Southern, Southeastern, or Mid-Atlantic U.S.
  • Income Level: High (affordability of comprehensive service package)
  • Profession: Diverse, dual-income households

Psychographics

  • Lifestyle: Responsible, family-focused homeowners
  • What they value: Reliability, transparency, convenience
  • Pain Points: Dealing with multiple vendors for different home services
  • Buying Behavior: Prone to referrals and repeat services
  • Decision-Making Roles:
  • Primary Decision Maker: Balanced mix; slightly more female
  • Secondary Decision Influencers: Partners in dual-income households

2. My Message to My Target Audience

Refined Elevator Pitch

  • Southern Home Services provides homeowners with peace of mind through reliable, transparent, and expert home care, so they can live comfortably and securely.

Understanding Their Pain Points

  • Homeowners frustrated with unreliable vendors
  • Stressed by juggling several service providers
  • Fearful of unexpected issues and costs

Transformation

  • One reliable service for all home system needs
  • Peace of mind with transparent pricing and expert technicians
  • Comfortable and hassle-free home experience

Unique Selling Proposition (USP)

  • All home services under one reliable, trusted network
  • 24/7 expert home care with no overtime fees
  • Collapse of numerous vendors into one proficient solution

Brand Values & One-Liners

  • Your home, our honor: One call solves it all
  • Relax, we’ve got your home covered
  • Your trusted neighbor for home comfort 24/7

Tone

  • Our brand tone embodies reliability, empathy, and straightforwardness. We aim to convey reassurance, expertise, and unyielding trust to our customers.

Hero Text Idea

  • Flag Text: Servicing Southern, Southeastern, and Mid-Atlantic U.S.
  • Main Headline: Expert Home Care for Every System in Your Home
  • Sub Headline: Experience peace of mind and comfort with our reliable, transparent, and comprehensive service, available 24/7.
  • CTA: Schedule Your Service Today

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

Website

  • Create a WordPress website highlighting SHS's services
  • Mobile-first design given the emergency nature of some services
  • Key elements: services, booking feature, customer reviews/testimonials, areas served
  • Important KPIs: number of bookings, contact form submissions, bounce rate, session duration

Social Media

  • Facebook and Instagram for showcasing services, testimonials, before/after stories
  • YouTube for DIY tips and behind-the-scenes content
  • Posting frequency: 3x per week across platforms

Paid Advertising

  • Google Ads: Search campaigns targeting high-intent keywords related to HVAC, plumbing, and electrical problems. Local service ads where available
  • Facebook and Instagram Ads: Video ads showcasing services, carousel ads for customer testimonials

Content Recommendations

  • Blog posts on home care tips, maintenance guides, common problems
  • Videos showcasing service processes, DIY maintenance tips

Podcasts

-Appear on home improvement podcasts like 'Fix It Home Improvement'

Directories

  • Get listed on local directories like Angie's List and BBB
  • Join HomeAdvisor's network of service providers

Publications

  • Advertise in local newspapers and magazines read by homeowners
  • Guest posts in home improvement blogs like Freshome

Partnerships & Outreach

  • Partner with local real estate agencies for referral opportunities
  • Sponsor local community events
  • Offer exclusive discounts/ services to local HOAs

SEO and Content

-Keyword strategy focused on local SEO ('plumbing service in [city]', 'emergency HVAC [city]')

-Google My Business optimization

Offline and Local Media

  • Out-of-home advertising in areas with high homeowner concentration
  • Sponsored local TV and radio segments

Online Events

  • Virtual webinars on home maintenance

Online Networking

  • Join homeowner-focused Facebook groups and Reddit communities

Cold Outreach

  • Email campaigns targeting new homeowners in the area
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Comprehensive Home Comfort Guide: A downloadable resource providing homeowners with tips on maintaining HVAC, plumbing, and electrical systems.
  • Emergency Preparedness Checklists: Checklists to prepare homes for different seasons or unexpected emergencies.
  • Free Home Systems Audit: Offer a free virtual audit to identify potential home system issues.

Tripwire Offer

  • Discounted Service Call: Offer a reduced rate for the first service call to new customers.
  • Quick Fix Bundle: A low-cost package to tackle minor and common home system issues.
  • Exclusive Bundle: Combine HVAC, plumbing, and electrical check-up in one promotional package.

Welcome Sequence

  • Welcome Email: Express gratitude for downloading the lead magnet; offer call-to-action for the tripwire offer.
  • Follow-up Emails: Provide additional resources (blogs, videos, tips); re-emphasize the call-to-action.
  • Final Email: Introduce the Home Comfort Club membership - benefits, testimonials, and enrollment link.

Segmentation

  • Service Type: Segment leads as per their service interest - HVAC, Plumbing, Electrical.
  • Purchaser Type: Identify purchase behavior - one-time service, bundled services, or membership.
  • Score leads based on engagement, responsiveness, and purchase history to prioritize high potential customers.

Chatbot and Automation

  • Implement a Chatbot: Help customers immediately book services, answer common queries, and escalate complex issues to a human team member.
  • Lead Segmentation Automation: Automatically categorize leads into defined segments within the CRM for personalized follow-ups.
  • Automated Feedback Request: Post-service automated emails to get customer reviews and ratings.

2. My Lead Nurturing System

Marketing CRM

  • Current platform: Not specified
  • Integration with a robust CRM like HubSpot needed for superior marketing automation and personalized communication

Sales CRM

  • Current platform should integrate with recommended Marketing CRM for seamless transition and tracking

Automated Follow-Ups

  • Welcome sequence post lead magnet download
  • Service appointment reminders
  • Post-service satisfaction survey
  • Home Comfort Club invitation
  • Reactivation email for silent customers every 6 months

Newsletter

  • Monthly frequency covering company news, DIY tips, seasonal home care advice

Retargeting & Ads

  • Google Remarketing Ads for website visitors who did not book a service
  • Facebook and LinkedIn ads for similar audiences

Social Media and Content

  • Daily post on Facebook and Instagram featuring on-the-job photos, happy customers, and tips
  • Monthly blog post on website focusing on home maintenance tips and checklists

Webinars and Events

  • Quarterly webinars for home care and maintenance education with our expert technicians

Other Nurture Channels

  • SMS reminders for upcoming service appointments
  • Chatbot on website for instant preliminary support and service booking
  • Direct mailer with special offers for high-value customers

3. Sales Conversion Strategy

Sales Process

  • Optimize response time to leads through dedicated chatbots
  • Implement meticulous skills-assignment system to assure a competent technician is assigned
  • Enhance the in-person sales approach placing education over upselling
  • Post-service follow-up to ensure satisfaction; offer membership into Home Comfort Club for recurring services

Sales Assets

  • Develop standardized scripts for customer interaction
  • Launch education-based pitch decks for technicians
  • Create SOPs for lead handling, service scheduling, and post-service follow-up

Testimonials and Case Studies

  • Collect testimonials post-service; place these strategically on website and social media
  • Develop case studies demonstrating how services resolved common home issues

Conversion Rate Insights

  • Track conversion rates from initial lead contact to final service appointment
  • Focus on nurturing leads who did not convert on first interaction through follow-up calls or emails

Urgency and Offers

  • Craft seasonal offers (e.g. HVAC checks before summer/winter)
  • Fast service completion incentives for emergency situations

Guarantees and Risk Reversal

  • Promote a 'No Surprise Fee' policy; if additional costs arise, they are covered by SHS
  • Implement satisfaction guarantee; if the customer isn’t satisfied, we revisit until they are

Shock and Awe

  • Dispatch a gift card or discount coupon post-service as appreciation token
  • Create a 'Welcome Kit' for Home Comfort Club members
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • SHS sends a personalized welcome email outlining service details.
  • First service includes an on-site briefing about what to expect.

Communication Cadence

  • Regular service alerts and updates through SMS and emails.
  • Quarterly home comfort insights newsletter to sustain interest.

Client Education

  • Easy-to-understand guides on HVAC, plumbing, and electrical maintenance.
  • Safety tip videos shared via email and accessible on the company website.

Personalized Touches

  • Recognition of client service anniversaries with special discounts.
  • A friendly check-in call after major weather events.

Visuals and Documentation

  • Transparent service reports with before and after images.
  • Digital records of all service history accessible to clients.

Feedback and Proactive Support

  • Post-service satisfaction surveys via email.
  • Preemptive seasonal maintenance reminders to prevent issues.

Guarantee or Promise

  • Unconditional service guarantee: unsatisfied clients can request a free do-over.
  • No surprise pricing policy: clients approve all costs upfront.

Operational Excellence

  • Commitment to promptness: free service if our technician is late.
  • Uniformed, well-groomed technicians to project professionalism and cleanliness.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Offer multi-year contracts with discounts on annual renewals
  • Introduce a flat-rate annual maintenance contract covering HVAC, plumbing and electrical systems

Upsells & Cross-Sells

  • Upsell extended warranty options for work performed
  • Cross-sell home energy efficiency audits and improvements

Bundling & Packaging

  • Create tiered service packages (e.g Basic, Comfort, Premium)
  • Bundle regular maintenance visits with priority scheduling for emergency calls

Loyalty & Retention Programs

  • Introduce a referral program offering discounts for both referrer and referral
  • Start a VIP program offering priority service during peak times

Custom Services and Personalization

  • Offer custom maintenance packages tailored to each individual home’s needs
  • Allow customers to choose their preferred technician for a personalised service experience

Pricing Strategy

  • Provide discounts for long-term contracts (2+ years) or prepaid annual contracts
  • Offer comprehensive home service packages at a fixed monthly rate, with a predefined number of service hours included

Customer Data and Insights

  • Implement customer segmentation in CRM to identify most valuable customers and create targeted campaigns
  • Monitor customer satisfaction ratings after each service visit to identify trends and implement proactive retention measures

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • $50 off next service for each successful referral
  • $25 service discount for the referred new customer

Shareable Assets

  • Ready-to-share social posts celebrating 'Neighbor of the Month' referrers
  • Printable referral cards for in-person sharing

Timing and Triggers

  • Digital receipt includes referral code and offer after service completion
  • Post-service satisfaction emails prompt referrals
  • Annual referral reminders for Home Comfort Club members

Client Success Stories

  • Promote 'Home Rescue' stories in newsletters and social posts
  • Encourage customers to share their stories with a custom hashtag

Referral Contests

  • Quarterly 'Neighbor of the Season' contest for most referrals with featured prizes

Partner or Affiliate Programs

  • Referral partnership program with local businesses

Thank-You Experience

  • Special badge or decal for 'Neighbor of the Month'
  • Handwritten thank-you notes for top referrers
  • Shoutout in company newsletter and social media

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.