Plan for the slow season
Never paste: Employee pay rates or personal info, customer names with addresses or phone numbers, bank or card numbers, financing applications, or anything from a pending legal dispute.
When to use it
6 to 8 weeks before shoulder season (spring/fall) when calls drop.
The prompt
Copy this, then replace everything in [brackets].
Help me plan for the slow season.
Trade: [HVAC / plumbing / electrical]; Months: [e.g. April-May]
Typical drop in calls: [%]
Assets: [membership list size, unsold estimates from last 12 months, past customers]
Team: [techs, installers, office]
Budget: [marketing $]
Give me a 6-week plan: tune-up/membership campaigns, unsold estimate follow-ups, training, truck and shop maintenance, and how to keep techs busy without overspending. Week-by-week.Before / after
Before: Techs sent home and payroll fights in April.
After (example output):
Week 1: call through 186 unsold replacement estimates from the last 12 months. Week 2: spring tune-up email and text to members. Week 3: water heater flush promotion to past plumbing customers. Week 4: training day (diagnostics + options presentation).
Tips
- Your unsold estimates are your cheapest leads.
- Use real numbers from your own reports. Never let the AI invent them.
- Keep it in your voice. Edit the draft until it sounds like you talking to your crew.
- Review every draft before you send it. You’re accountable for what goes out.